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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, Q4 2024

Institutional positions in ESSA Bancorp, 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
68
+1 vs. Q3 2024
Shares held
4.71M
+42.5K (+0.9%) vs. Q3 2024
Total value
$91.9M
+$2.14M (+2.4%) vs. Q3 2024
New holders
3
28 more added
Sold out
2
19 more reduced

Compare with Q3 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 holdersQ4 2024: 68 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 heldQ4 2024: $91.9M
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, Q4 2024

Shares, value and share of portfolio for each institution holding ESSA Bancorp, Inc.; share changes are against Q3 2024.

Institutions holding ESSA in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
SBI Securities Co., Ltd.1$200.00%+1New
GAMMA Investing LLC39$7610.00%+39New
Russell Investments Group, Ltd.40$7800.00%+27+207.7%Added
Covestor Ltd75$1.00K0.00%+44+141.9%Added
Advisor Group Holdings, Inc.53$1.03K0.00%−4,900−98.9%Reduced
CWM, LLC160$3.00K0.00%+27+20.3%Added
Harbor Capital Advisors, Inc.241$5.00K0.00%−3−1.2%Reduced
Sterling Capital Management LLC285$5.56K0.00%+258+955.6%Added
Amalgamated Bank293$6.00K0.00%00.0%Unchanged
FMR LLC312$6.08K0.00%−2−0.6%Reduced
SRS Capital Advisors, Inc.317$6.18K0.00%00.0%Unchanged
California State Teachers Retirement System608$11.9K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.718$14.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)776$15.1K0.00%+208+36.6%Added
Legal & General Group Plc795$15.5K0.00%00.0%Unchanged
Comerica Bank1,106$21.6K0.00%−1,120−50.3%Reduced
Peoples Financial Services Corp.1,370$26.7K0.01%00.0%Unchanged
Founders Capital Management1,500$29.3K0.02%00.0%Unchanged
BNP Paribas Arbitrage, SA1,727$33.7K0.00%−706−29.0%Reduced
New York State Common Retirement Fund3,371$65.7K0.00%00.0%Unchanged
Corebridge Financial, Inc.4,168$81.3K0.00%−315−7.0%Reduced
Mirae Asset Global ETFs Holdings Ltd.4,830$94.2K0.00%+228+5.0%Added
UBS Group AG4,917$95.9K0.00%+485+10.9%Added
Wells Fargo & Company4,922$96.0K0.00%+1,072+27.8%Added
Painted Porch Advisors LLC5,150$100.4K0.05%00.0%Unchanged
MetLife Investment Management5,225$101.9K0.00%00.0%Unchanged
Deutsche Bank AG5,608$109.4K0.00%+5,608New
STRS Ohio6,000$117.0K0.00%+2,200+57.9%Added
Citigroup Inc6,469$126.1K0.00%+8+0.1%Added
Royal Bank of Canada7,994$157.0K0.00%+294+3.8%Added
Rhumbline Advisers8,630$168.3K0.00%+85+1.0%Added
Harbor Advisors LLC10,000$195.0K0.03%00.0%Unchanged
Bank of America Corp12,118$236.3K0.00%+3,731+44.5%Added
Quadrant Private Wealth Management, LLC12,182$237.5K0.06%+9+0.1%Added
Nuveen Asset Management, LLC12,672$247.1K0.00%+1,107+9.6%Added
Beese Fulmer Investment Management, Inc.15,397$300.2K0.03%−1,700−9.9%Reduced
Barclays PLC15,581$303.8K0.00%+1,858+13.5%Added
Northeast Financial Group, Inc.15,646$305.1K0.12%−700−4.3%Reduced
Signature Estate & Investment Advisors LLC16,012$312.2K0.01%−1,070−6.3%Reduced
HSBC Holdings PLC18,318$353.7K0.00%+144+0.8%Added
Citadel Advisors LLC18,981$370.1K0.00%−6,721−26.1%Reduced
Envestnet Asset Management Inc20,000$390.0K0.00%−5,000−20.0%Reduced
Mercer Global Advisors Inc20,000$390.0K0.00%−5,000−20.0%Reduced
The PNC Financial Services Group, Inc.21,785$424.8K0.00%00.0%Unchanged
Bank of New York Mellon Corp22,379$436.4K0.00%−1,345−5.7%Reduced
Charles Schwab Investment Management Inc23,046$449.4K0.00%00.0%Unchanged
Stilwell Value LLC25,000$487.5K0.25%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.26,107$509.1K0.00%+3,568+15.8%Added
Panagora Asset Management Inc28,579$557.3K0.00%−151−0.5%Reduced
JPMorgan Chase & Co29,733$579.8K0.00%+15,166+104.1%Added
Goldman Sachs Group Inc30,335$591.5K0.00%+7,136+30.8%Added
Morgan Stanley37,331$728.0K0.00%−4,608−11.0%Reduced
Alliancebernstein L.P.37,898$739.0K0.00%+20,930+123.3%Added
Empowered Funds, LLC48,508$945.9K0.01%+900+1.9%Added
Philadelphia Trust Co51,859$1.01M0.07%00.0%Unchanged
Pinnacle Holdings, LLC58,656$1.14M0.43%00.0%Unchanged
Northern Trust Corp69,810$1.36M0.00%+2,289+3.4%Added
Oppenheimer & Close, LLC86,175$1.68M1.38%00.0%Unchanged
State Street Corp115,201$2.25M0.00%−795−0.7%Reduced
Bridgeway Capital Management, LLC115,751$2.26M0.05%+200+0.2%Added
Geode Capital Management, LLC186,717$3.64M0.00%+623+0.3%Added
Manufacturers Life Insurance Company, The278,753$5.44M0.00%−673−0.2%Reduced
Renaissance Technologies LLC284,567$5.55M0.01%−13,051−4.4%Reduced
Vanguard Group Inc449,786$8.77M0.00%+1,388+0.3%Added
Maltese Capital Management LLC453,800$8.85M1.35%00.0%Unchanged
Dimensional Fund Advisors LP476,569$9.29M0.00%−2,690−0.6%Reduced
BlackRock, Inc.521,529$10.2M0.00%+8,863+1.7%Added
FJ Capital Management LLC967,168$18.9M2.19%+25,176+2.7%Added
Squarepoint Ops LLC0$00.00%−10,617−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−14−100.0%Sold out