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ESSA Bancorp, Inc.

ESSADelisted Jul 24, 2025
Industry
Savings Institutions, Not Federally Chartered
SEC CIK
0001382230

ESSA Bancorp, Inc. was delisted on Jul 24, 2025; its insiders filed their last Form 4 on Jul 24, 2025; 82 institutions reported holding it in 13F filings for Q2 2025, worth $101.5M in total; no superinvestor held it.

13F holders, Q2 2024

Institutional positions in ESSA Bancorp, Inc. as of Jun 30, 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
63
+4 vs. Q1 2024
Shares held
4.56M
+103.1K (+2.3%) vs. Q1 2024
Total value
$80.2M
−$1.05M (−1.3%) vs. Q1 2024
New holders
9
18 more added
Sold out
5
18 more reduced

Compare with Q1 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ESSA 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.

Institutional holdersQ2 2024: 63 institutions
Q1 2021: 66 institutionsQ2 2021: 54 institutionsQ3 2021: 53 institutionsQ4 2021: 52 institutionsQ1 2022: 52 institutionsQ2 2022: 46 institutionsQ3 2022: 52 institutionsQ4 2022: 49 institutionsQ1 2023: 49 institutionsQ2 2023: 58 institutionsQ3 2023: 59 institutionsQ4 2023: 61 institutionsQ1 2024: 59 institutionsQ2 2024: 63 institutionsQ3 2024: 67 institutionsQ4 2024: 68 institutionsQ1 2025: 75 institutionsQ2 2025: 82 institutionsQ3 2025: 1 institutionQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2024: $80.2M
Q1 2021: $76.5MQ2 2021: $71.2MQ3 2021: $70.7MQ4 2021: $71.2MQ1 2022: $72.2MQ2 2022: $66.3MQ3 2022: $76.5MQ4 2022: $81.8MQ1 2023: $63.6MQ2 2023: $67.9MQ3 2023: $66.8MQ4 2023: $88.9MQ1 2024: $81.3MQ2 2024: $80.2MQ3 2024: $89.7MQ4 2024: $91.9MQ1 2025: $94.0MQ2 2025: $101.5MQ3 2025: $268Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding ESSA and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20251$268
Q2 202582$101.5M
Q1 202575$94.0M
Q4 202468$91.9M
Q3 202467$89.7M
Q2 202463$80.2M
Q1 202459$81.3M
Q4 202361$88.9M
Q3 202359$66.8M
Q2 202358$67.9M
Q1 202349$63.6M
Q4 202249$81.8M
Q3 202252$76.5M
Q2 202246$66.3M
Q1 202252$72.2M
Q4 202152$71.2M
Q3 202153$70.7M
Q2 202154$71.2M
Q1 202166$76.5M

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding ESSA Bancorp, Inc.; share changes are against Q1 2024.

Institutions holding ESSA in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd22$00.00%−10−31.3%Reduced
Innealta Capital, LLC11$1930.00%+11New
CWM, LLC38$1.00K0.00%+37+3,700.0%Added
Qube Research & Technologies Ltd129$2.27K0.00%+129New
FMR LLC248$4.36K0.00%−22−8.1%Reduced
Amalgamated Bank293$5.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.317$5.58K0.00%+317New
California State Teachers Retirement System608$10.7K0.00%−243−28.6%Reduced
Ameritas Investment Partners, Inc.718$12.6K0.00%00.0%Unchanged
Legal & General Group Plc795$14.0K0.00%00.0%Unchanged
Peoples Financial Services Corp.1,370$24.1K0.01%−92−6.3%Reduced
Founders Capital Management1,500$26.4K0.02%00.0%Unchanged
Citigroup Inc1,882$33.1K0.00%+296+18.7%Added
BNP Paribas Arbitrage, SA2,120$37.3K0.00%−2,382−52.9%Reduced
Russell Investments Group, Ltd.2,135$37.6K0.00%+2,135New
Comerica Bank2,226$39.2K0.00%00.0%Unchanged
UBS Group AG2,753$48.4K0.00%−5,983−68.5%Reduced
Tower Research Capital LLC (TRC)2,928$51.5K0.00%+1,589+118.7%Added
New York State Common Retirement Fund3,371$59.3K0.00%−10.0%Reduced
Wells Fargo & Company3,685$64.8K0.00%+700+23.5%Added
Corebridge Financial, Inc.4,511$79.3K0.00%+4,511New
Barclays PLC4,828$84.9K0.00%−2,979−38.2%Reduced
Mirae Asset Global ETFs Holdings Ltd.4,881$85.9K0.00%+4,881New
Advisor Group Holdings, Inc.5,053$88.9K0.00%00.0%Unchanged
MetLife Investment Management5,225$91.9K0.00%+491+10.4%Added
Painted Porch Advisors LLC5,450$95.9K0.05%+5,450New
Bank of America Corp6,295$110.7K0.00%+804+14.6%Added
JPMorgan Chase & Co6,431$113.1K0.00%−9,203−58.9%Reduced
Royal Bank of Canada8,012$141.0K0.00%+600+8.1%Added
Rhumbline Advisers9,118$160.4K0.00%−68−0.7%Reduced
Harbor Advisors LLC10,000$175.9K0.03%00.0%Unchanged
Nuveen Asset Management, LLC11,565$203.4K0.00%00.0%Unchanged
Quadrant Private Wealth Management, LLC12,164$214.0K0.05%−380−3.0%Reduced
Citadel Advisors LLC14,531$255.6K0.00%+14,531New
Connor, Clark & Lunn Investment Management Ltd.14,843$261.1K0.00%+65+0.4%Added
Northeast Financial Group, Inc.15,646$275.2K0.12%00.0%Unchanged
HSBC Holdings PLC16,514$277.4K0.00%−568−3.3%Reduced
Invesco Ltd.17,007$299.2K0.00%+324+1.9%Added
Signature Estate & Investment Advisors LLC17,079$300.4K0.01%+17,079New
Beese Fulmer Investment Management, Inc.17,097$300.7K0.03%00.0%Unchanged
The PNC Financial Services Group, Inc.22,285$392.0K0.00%00.0%Unchanged
Charles Schwab Investment Management Inc23,046$405.4K0.00%00.0%Unchanged
Morgan Stanley24,774$435.8K0.00%−3,024−10.9%Reduced
Mercer Global Advisors Inc25,000$439.8K0.00%00.0%Unchanged
Stilwell Value LLC25,000$439.8K0.23%00.0%Unchanged
Envestnet Asset Management Inc25,000$439.8K0.00%00.0%Unchanged
Panagora Asset Management Inc29,444$517.9K0.00%+1,343+4.8%Added
Bank of New York Mellon Corp30,115$529.7K0.00%+977+3.4%Added
Empowered Funds, LLC45,196$795.0K0.01%+3,240+7.7%Added
Philadelphia Trust Co51,859$912.0K0.07%00.0%Unchanged
Pinnacle Holdings, LLC58,656$1.03M0.42%−1,000−1.7%Reduced
Northern Trust Corp73,469$1.29M0.00%+1,570+2.2%Added
Oppenheimer & Close, LLC86,175$1.52M1.33%00.0%Unchanged
Bridgeway Capital Management, LLC113,139$1.99M0.05%+3,240+2.9%Added
State Street Corp115,442$2.03M0.00%+16,300+16.4%Added
Geode Capital Management, LLC181,663$3.20M0.00%+4,153+2.3%Added
Manufacturers Life Insurance Company, The285,677$5.03M0.00%−2,157−0.7%Reduced
Renaissance Technologies LLC303,918$5.35M0.01%−4,600−1.5%Reduced
Vanguard Group Inc440,982$7.76M0.00%−244−0.1%Reduced
Maltese Capital Management LLC447,132$7.87M1.45%+45,320+11.3%Added
Dimensional Fund Advisors LP483,480$8.50M0.00%−2,584−0.5%Reduced
BlackRock Inc.494,619$8.70M0.00%+30,406+6.6%Added
FJ Capital Management LLC941,992$16.6M1.73%00.0%Unchanged
Cedar Brook Financial Partners, LLC0$00.00%−17,072−100.0%Sold out
American International Group, Inc.0$00.00%−4,171−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−491−100.0%Sold out
Valley National Advisers Inc0$00.00%−134−100.0%Sold out
GAMMA Investing LLC0$00.00%−15−100.0%Sold out