Esco Technologies Inc
ESE- Exchange
- NYSE
- Industry
- Communications Equipment, NEC
- SEC CIK
- 0000866706
No open-market purchases or sales by Esco Technologies Inc insiders were filed in the last 90 days; 449 institutions reported holding it in 13F filings for Q2 2026, worth $9.05B in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Esco Technologies Inc as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 285
- +28 vs. Q3 2024
- Shares held
- 24.9M
- −34.9K (−0.1%) vs. Q3 2024
- Total value
- $3.32B
- +$101.5M (+3.2%) vs. Q3 2024
- New holders
- 40
- 101 more added
- Sold out
- 12
- 92 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ESE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 449 | $9.05B |
| Q1 2026 | 434 | $6.97B |
| Q4 2025 | 393 | $4.91B |
| Q3 2025 | 366 | $5.31B |
| Q2 2025 | 363 | $4.83B |
| Q1 2025 | 337 | $3.96B |
| Q4 2024 | 285 | $3.32B |
| Q3 2024 | 258 | $3.22B |
| Q2 2024 | 258 | $2.59B |
| Q1 2024 | 244 | $2.63B |
| Q4 2023 | 222 | $2.89B |
| Q3 2023 | 203 | $2.54B |
| Q2 2023 | 201 | $2.52B |
| Q1 2023 | 193 | $2.32B |
| Q4 2022 | 202 | $2.13B |
| Q3 2022 | 177 | $1.80B |
| Q2 2022 | 182 | $1.69B |
| Q1 2022 | 186 | $1.72B |
| Q4 2021 | 196 | $2.19B |
| Q3 2021 | 195 | $1.88B |
| Q2 2021 | 183 | $2.29B |
| Q1 2021 | 184 | $2.68B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Esco Technologies Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summitry LLC | 1,761 | $234.6K | 0.01% | +1,761 | New |
| Stonegate Investment Group, LLC | 1,743 | $232.2K | 0.01% | +135+8.4% | Added |
| Mackenzie Financial Corp | 1,696 | $225.9K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,637 | $218.1K | 0.00% | +1,637 | New |
| New Age Alpha Advisors, LLC | 1,506 | $200.6K | 0.01% | +1,506 | New |
| Central Pacific Bank - Trust Division | 1,377 | $183.4K | 0.02% | −330−19.3% | Reduced |
| KBC Group NV | 1,169 | $156.0K | 0.00% | +471+67.5% | Added |
| Signaturefd, LLC | 990 | $131.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 948 | $126.3K | 0.01% | −46−4.6% | Reduced |
| Canada Pension Plan Investment Board | 900 | $119.9K | 0.00% | +700+350.0% | Added |
| Advisor Group Holdings, Inc. | 889 | $118.4K | 0.00% | +186+26.5% | Added |
| Fifth Third Bancorp | 823 | $109.6K | 0.00% | −24−2.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 775 | $103.2K | 0.00% | +575+287.5% | Added |
| Addison Advisors LLC | 625 | $83.3K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 571 | $76.1K | 0.01% | +102+21.7% | Added |
| Smartleaf Asset Management LLC | 565 | $75.3K | 0.01% | +447+378.8% | Added |
| Parkside Financial Bank & Trust | 509 | $67.8K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 429 | $57.1K | 0.00% | +370+627.1% | Added |
| Tower Research Capital LLC (TRC) | 421 | $56.1K | 0.00% | −517−55.1% | Reduced |
| First Horizon Advisors, Inc. | 411 | $54.7K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 405 | $54.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 354 | $47.2K | 0.00% | −228−39.2% | Reduced |
| Huntington National Bank | 305 | $40.6K | 0.00% | +183+150.0% | Added |
| CWM, LLC | 304 | $40.0K | 0.00% | +46+17.8% | Added |
| EverSource Wealth Advisors, LLC | 299 | $39.8K | 0.00% | +7+2.4% | Added |
| Nisa Investment Advisors, LLC | 290 | $38.6K | 0.00% | +2+0.7% | Added |
| Jones Financial Companies LLLP | 288 | $38.4K | 0.00% | +254+747.1% | Added |
| Oarsman Capital, Inc. | 265 | $35.3K | 0.01% | +17+6.9% | Added |
| Public Employees Retirement System of Ohio | 241 | $32.1K | 0.00% | −11−4.4% | Reduced |
| Mather Group, LLC. | 223 | $29.7K | 0.00% | +223 | New |
| Parallel Advisors, LLC | 215 | $28.7K | 0.00% | +16+8.0% | Added |
| Union Savings Bank | 212 | $28.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 200 | $26.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 199 | $26.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 165 | $22.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 160 | $21.3K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 137 | $18.1K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 126 | $16.8K | 0.00% | +126 | New |
| Smithfield Trust Co | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 84 | $11.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 74 | $9.86K | 0.00% | −11−12.9% | Reduced |
| Allworth Financial LP | 68 | $9.17K | 0.00% | −11−13.9% | Reduced |
| Principal Securities, Inc. | 65 | $8.66K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 65 | $8.66K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 65 | $8.66K | 0.00% | +65 | New |
| Lindbrook Capital, LLC | 60 | $7.99K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 52 | $6.93K | 0.00% | +52 | New |
| Farther Finance Advisors, LLC | 45 | $5.99K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 43 | $5.72K | 0.00% | +43 | New |
| Creative Financial Designs Inc | 39 | $5.20K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 38 | $5.07K | 0.00% | 00.0% | Unchanged |
| Amundi | 37 | $4.89K | 0.00% | +37 | New |
| LGT Financial Advisors LLC | 35 | $4.66K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 32 | $4.26K | 0.00% | +10+45.5% | Added |
| Versant Capital Management, Inc | 31 | $4.13K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 25 | $3.33K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 24 | $3.20K | 0.00% | +24 | New |
| JFS Wealth Advisors, LLC | 21 | $2.80K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 21 | $2.80K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 21 | $2.80K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 21 | $2.80K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 18 | $2.40K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 17 | $2.27K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 17 | $2.00K | 0.00% | +6+54.5% | Added |
| Raffa Wealth Management, LLC | 14 | $1.86K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 13 | $1.75K | 0.00% | +1+8.3% | Added |
| Van Hulzen Asset Management, LLC | 11 | $1.47K | 0.00% | +11 | New |
| Massmutual Trust Co FSB | 10 | $1.33K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 8 | $1.07K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 8 | $1.07K | 0.00% | +8 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $933 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $800 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6 | $799 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $667 | 0.00% | −4−44.4% | Reduced |
| SBI Securities Co., Ltd. | 5 | $666 | 0.00% | +5 | New |
| Continuum Advisory, LLC | 4 | $533 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $533 | 0.00% | 0 | New |
| WPG Advisers, LLC | 3 | $400 | 0.00% | +3 | New |
| Abound Wealth Management | 2 | $267 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 2 | $266 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $134 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $133 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $133 | 0.00% | +1 | New |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −11,397−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −7,371−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −6,044−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −1,022−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −901−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Reston Wealth Management LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| VitalStone Financial, LLC | – | – | – | – | Not filed |