Skip to main content
Institutional Ownership · SEC Form 13F

Who owns ESCO Technologies (ESE)


Which tracked institutional funds hold ESE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ESE company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

416
Institutional holders
25M
Shares held (tracked funds)

How the tape is positioned

166 tracked funds added or opened ESE while 76 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

ESE’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ESE more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in ESE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 416 tracked filers holding ESE, 197 increased or opened the position and 241 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in ESE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 19

  • Advent International, L.P.$20M
  • AXIOM INVESTORS LLC /DE$11M
  • JENNISON ASSOCIATES LLC$11M
  • PINNBROOK CAPITAL MANAGEMENT LP$8M
  • VOLORIDGE INVESTMENT MANAGEMENT, LLC$6M
  • CIM, LLC$5M

Full exits 43

  • T. Rowe Price Investment Management, Inc.$92M
  • Two Creeks Capital Management, LP$51M
  • PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$33M
  • BESSEMER GROUP INC$21M
  • Qube Research & Technologies Ltd$18M
  • Trexquant Investment LP$16M

Largest adds

  • BlackRock, Inc.$449M
  • Invesco Ltd.$180M
  • PRICE T ROWE ASSOCIATES INC /MD/$128M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$122M
  • AMERICAN CENTURY COMPANIES INC$115M
  • NORGES BANK$100M

Largest trims

  • NEUBERGER BERMAN GROUP LLC$53M
  • Capital World Investors$45M
  • JANE STREET GROUP, LLC$35M
  • FULLER & THALER ASSET MANAGEMENT, INC.$32M
  • NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$23M
  • CITADEL ADVISORS LLC$22M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added4,094,472$1.4B17.3%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added1,587,483$556M6.7%2026-Q2
Invesco Ltd. added1,505,723$527M6.3%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added1,168,130$409M4.9%2026-Q2
STATE STREET CORP added1,088,666$381M4.6%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added754,650$264M3.2%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed604,176$211M2.5%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added548,711$192M2.3%2026-Q2
WASATCH ADVISORS LP added477,687$167M2.0%2026-Q2
Capital World Investors trimmed474,911$166M2.0%2026-Q2
MORGAN STANLEY trimmed454,821$159M1.9%2026-Q2
GENEVA CAPITAL MANAGEMENT LLC trimmed449,149$157M1.9%2026-Q2
Conestoga Capital Advisors, LLC trimmed447,077$156M1.9%2026-Q2
NEUBERGER BERMAN GROUP LLC trimmed353,125$124M1.5%2026-Q2
SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed343,856$120M1.4%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed340,594$96M1.2%2026-Q2
AMERICAN CENTURY COMPANIES INC added334,828$117M1.4%2026-Q2
Hood River Capital Management LLC added330,297$116M1.4%2026-Q2
Nuveen, LLC trimmed313,925$110M1.3%2026-Q2
NORGES BANK added311,551$109M1.3%2026-Q2
FMR LLC added305,227$107M1.3%2026-Q2
HAWK RIDGE CAPITAL MANAGEMENT LP added301,500$106M1.3%2026-Q2
NORTHERN TRUST CORP added300,093$105M1.3%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added299,912$105M1.3%2026-Q2
Driehaus Capital Management LLC added287,995$101M1.2%2026-Q2
AMERIPRISE FINANCIAL INC added272,421$95M1.1%2026-Q2
GOLDMAN SACHS GROUP INC trimmed271,160$95M1.1%2026-Q2
ROYCE & ASSOCIATES LP trimmed262,164$92M1.1%2026-Q2
LOOMIS SAYLES & CO L P trimmed256,813$90M1.1%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed254,481$89M1.1%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP added238,029$83M1.0%2026-Q2
Capital International Investors added205,470$72M0.9%2026-Q2
VANGUARD FIDUCIARY TRUST CO added186,184$65M0.8%2026-Q2
EMERALD ADVISERS, LLC added179,798$63M0.8%2026-Q2
Bank of New York Mellon Corp added175,308$61M0.7%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added151,892$53M0.6%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed146,461$51M0.6%2026-Q2
ROYAL BANK OF CANADA trimmed138,785$49M0.6%2026-Q2
Select Equity Group, L.P. added137,044$48M0.6%2026-Q2
FRANKLIN RESOURCES INC added133,270$47M0.6%2026-Q2
UBS Group AG added122,017$43M0.5%2026-Q2
EMERALD MUTUAL FUND ADVISERS TRUST added116,457$41M0.5%2026-Q2
Rockefeller Capital Management L.P. trimmed115,252$40M0.5%2026-Q2
CRAWFORD INVESTMENT COUNSEL INC trimmed106,229$37M0.4%2026-Q2
Tributary Capital Management, LLC trimmed103,844$36M0.4%2026-Q2
GHP Investment Advisors, Inc. trimmed91,295$32M0.4%2026-Q2
FEDERATED HERMES, INC. trimmed90,770$32M0.4%2026-Q2
Public Sector Pension Investment Board trimmed89,019$31M0.4%2026-Q2
OP Asset Management Ltd added88,794$31M0.4%2026-Q2
SEI INVESTMENTS CO added87,158$31M0.4%2026-Q2
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added82,926$29M0.3%2026-Q2
PRUDENTIAL FINANCIAL INC trimmed79,775$28M0.3%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed76,702$27M0.3%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added69,434$24M0.3%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed68,626$24M0.3%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added66,990$23M0.3%2026-Q2
AMERICAN CAPITAL MANAGEMENT INC added65,312$23M0.3%2026-Q2
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed63,422$22M0.3%2026-Q2
DF DENT & CO INC trimmed63,005$22M0.3%2026-Q2
COMMERCE BANK62,691$22M0.3%2026-Q2
RHUMBLINE ADVISERS trimmed62,449$22M0.3%2026-Q2
SEGALL BRYANT & HAMILL, LLC added61,605$22M0.3%2026-Q2
FULLER & THALER ASSET MANAGEMENT, INC. trimmed60,087$21M0.3%2026-Q2
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed59,728$21M0.3%2026-Q2
Legal & General Group Plc trimmed59,316$21M0.3%2026-Q2
Tidal Investments LLC trimmed56,101$20M0.2%2026-Q2
Advent International, L.P. new56,100$20M0.2%2026-Q2
FIFTH THIRD BANCORP trimmed54,167$19M0.2%2026-Q2
PEREGRINE CAPITAL MANAGEMENT LLC trimmed53,057$19M0.2%2026-Q2
Swiss National Bank added51,960$18M0.2%2026-Q2
WELLS FARGO & COMPANY/MN added51,606$18M0.2%2026-Q2
FIRST TRUST ADVISORS LP added49,627$17M0.2%2026-Q2
JPMORGAN CHASE & CO trimmed45,934$16M0.2%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. added44,725$16M0.2%2026-Q2
MARSHALL WACE, LLP trimmed44,509$16M0.2%2026-Q2
Universal- Beteiligungs- und Servicegesellschaft mbH added42,987$15M0.2%2026-Q2
CONGRUENCE CAPITAL, LLC trimmed42,575$15M0.2%2026-Q2
Russell Investments Group, Ltd. added42,027$15M0.2%2026-Q2
Mitsubishi UFJ Asset Management Co., Ltd. trimmed37,224$13M0.2%2026-Q2
Advisors Asset Management, Inc. trimmed37,077$13M0.2%2026-Q2
Creative Planning added36,585$13M0.2%2026-Q2
Emerald Investment Advisers, LLC added35,089$12M0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC added34,780$12M0.1%2026-Q2
AXIOM INVESTORS LLC /DE new32,810$11M0.1%2026-Q2
CASTLEARK MANAGEMENT LLC added31,572$11M0.1%2026-Q2
JENNISON ASSOCIATES LLC added31,201$11M0.1%2026-Q2
KORNITZER CAPITAL MANAGEMENT INC /KS30,865$11M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed30,046$11M0.1%2026-Q2
GLOBEFLEX CAPITAL L P trimmed29,489$10M0.1%2026-Q2
DEUTSCHE BANK AG\ added29,056$10M0.1%2026-Q2
Pier Capital, LLC trimmed28,971$10M0.1%2026-Q2
ALGERT GLOBAL LLC trimmed28,757$10M0.1%2026-Q2
Ceredex Value Advisors LLC trimmed26,750$9M0.1%2026-Q2
CITIGROUP INC added25,579$9M0.1%2026-Q2
CREDIT AGRICOLE S A added24,800$9M0.1%2026-Q2
TEACHER RETIREMENT SYSTEM OF TEXAS trimmed24,417$9M0.1%2026-Q2
LAZARD ASSET MANAGEMENT LLC added24,387$9M0.1%2026-Q2
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added23,648$8M0.1%2026-Q2
PINNBROOK CAPITAL MANAGEMENT LP new22,960$8M0.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC added22,731$8M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership