Skip to main content

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, Q3 2024

Institutional positions in ESSA Bancorp, Inc. as of Sep 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
67
+5 vs. Q2 2024
Shares held
4.67M
+602.3K (+14.8%) vs. Q2 2024
Total value
$89.7M
+$18.2M (+25.5%) vs. Q2 2024
New holders
8
23 more added
Sold out
3
15 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 67 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 heldQ3 2024: $89.7M
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, Q3 2024

Shares, value and share of portfolio for each institution holding ESSA Bancorp, Inc.; share changes are against Q2 2024.

Institutions holding ESSA in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Russell Investments Group, Ltd.13$2500.00%−2,122−99.4%Reduced
Capital Performance Advisors LLP14$2690.00%+14New
Sterling Capital Management LLC27$5190.00%+27New
Covestor Ltd31$1.00K0.00%+9+40.9%Added
CWM, LLC133$3.00K0.00%+95+250.0%Added
Harbor Capital Advisors, Inc.244$5.00K0.00%+244New
Amalgamated Bank293$6.00K0.00%00.0%Unchanged
FMR LLC314$6.04K0.00%+66+26.6%Added
SRS Capital Advisors, Inc.317$6.09K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)568$10.9K0.00%−2,360−80.6%Reduced
California State Teachers Retirement System608$11.7K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.718$13.8K0.00%00.0%Unchanged
Legal & General Group Plc795$15.3K0.00%00.0%Unchanged
Peoples Financial Services Corp.1,370$26.3K0.01%00.0%Unchanged
Founders Capital Management1,500$28.8K0.02%00.0%Unchanged
Comerica Bank2,226$42.8K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA2,433$46.8K0.00%+313+14.8%Added
New York State Common Retirement Fund3,371$64.8K0.00%00.0%Unchanged
STRS Ohio3,800$73.0K0.00%+3,800New
Wells Fargo & Company3,850$74.0K0.00%+165+4.5%Added
UBS Group AG4,432$85.2K0.00%+1,679+61.0%Added
Corebridge Financial, Inc.4,483$86.2K0.00%−28−0.6%Reduced
Mirae Asset Global ETFs Holdings Ltd.4,602$88.5K0.00%−279−5.7%Reduced
Advisor Group Holdings, Inc.4,953$95.2K0.00%−100−2.0%Reduced
Painted Porch Advisors LLC5,150$99.0K0.05%−300−5.5%Reduced
MetLife Investment Management5,225$100.4K0.00%00.0%Unchanged
Citigroup Inc6,461$124.2K0.00%+4,579+243.3%Added
Royal Bank of Canada7,700$148.0K0.00%−312−3.9%Reduced
Bank of America Corp8,387$161.2K0.00%+2,092+33.2%Added
Rhumbline Advisers8,545$164.2K0.00%−573−6.3%Reduced
Harbor Advisors LLC10,000$192.2K0.03%00.0%Unchanged
Squarepoint Ops LLC10,617$204.1K0.00%+10,617New
Nuveen Asset Management, LLC11,565$222.3K0.00%00.0%Unchanged
Quadrant Private Wealth Management, LLC12,173$234.0K0.06%+9+0.1%Added
Barclays PLC13,723$263.8K0.00%+8,895+184.2%Added
JPMorgan Chase & Co14,567$280.0K0.00%+8,136+126.5%Added
Northeast Financial Group, Inc.16,346$314.2K0.12%+700+4.5%Added
Alliancebernstein L.P.16,968$326.1K0.00%+16,968New
Signature Estate & Investment Advisors LLC17,082$328.3K0.01%+30.0%Added
Beese Fulmer Investment Management, Inc.17,097$328.6K0.03%00.0%Unchanged
HSBC Holdings PLC18,174$352.8K0.00%+1,660+10.1%Added
The PNC Financial Services Group, Inc.21,785$418.7K0.00%−500−2.2%Reduced
Connor, Clark & Lunn Investment Management Ltd.22,539$433.2K0.00%+7,696+51.8%Added
Charles Schwab Investment Management Inc23,046$442.9K0.00%00.0%Unchanged
Goldman Sachs Group Inc23,199$445.9K0.00%+23,199New
Bank of New York Mellon Corp23,724$456.0K0.00%−6,391−21.2%Reduced
Mercer Global Advisors Inc25,000$464.3K0.00%00.0%Unchanged
Stilwell Value LLC25,000$480.5K0.24%00.0%Unchanged
Envestnet Asset Management Inc25,000$480.5K0.00%00.0%Unchanged
Citadel Advisors LLC25,702$494.0K0.00%+11,171+76.9%Added
Panagora Asset Management Inc28,730$552.2K0.00%−714−2.4%Reduced
Morgan Stanley41,939$806.1K0.00%+17,165+69.3%Added
Empowered Funds, LLC47,608$915.0K0.01%+2,412+5.3%Added
Philadelphia Trust Co51,859$997.0K0.07%00.0%Unchanged
Pinnacle Holdings, LLC58,656$1.13M0.44%00.0%Unchanged
Northern Trust Corp67,521$1.30M0.00%−5,948−8.1%Reduced
Oppenheimer & Close, LLC86,175$1.66M1.33%00.0%Unchanged
Bridgeway Capital Management, LLC115,551$2.22M0.05%+2,412+2.1%Added
State Street Corp115,996$2.23M0.00%+554+0.5%Added
Geode Capital Management, LLC186,094$3.58M0.00%+4,431+2.4%Added
Manufacturers Life Insurance Company, The279,426$5.37M0.00%−6,251−2.2%Reduced
Renaissance Technologies LLC297,618$5.72M0.01%−6,300−2.1%Reduced
Vanguard Group Inc448,398$8.62M0.00%+7,416+1.7%Added
Maltese Capital Management LLC453,800$8.72M1.41%+6,668+1.5%Added
Dimensional Fund Advisors LP479,259$9.21M0.00%−4,221−0.9%Reduced
BlackRock, Inc.512,666$9.85M0.00%+512,666New
FJ Capital Management LLC941,992$18.1M1.90%00.0%Unchanged
Invesco Ltd.0$00.00%−17,007−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−129−100.0%Sold out
Innealta Capital, LLC0$00.00%−11−100.0%Sold out
BlackRock Inc.––––Not filed