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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 4,094,472 | $1.4B | 17.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,587,483 | $556M | 6.7% | 2026-Q2 |
| Invesco Ltd. added | 1,505,723 | $527M | 6.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,168,130 | $409M | 4.9% | 2026-Q2 |
| STATE STREET CORP added | 1,088,666 | $381M | 4.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 754,650 | $264M | 3.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 604,176 | $211M | 2.5% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 548,711 | $192M | 2.3% | 2026-Q2 |
| WASATCH ADVISORS LP added | 477,687 | $167M | 2.0% | 2026-Q2 |
| Capital World Investors trimmed | 474,911 | $166M | 2.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 454,821 | $159M | 1.9% | 2026-Q2 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 449,149 | $157M | 1.9% | 2026-Q2 |
| Conestoga Capital Advisors, LLC trimmed | 447,077 | $156M | 1.9% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 353,125 | $124M | 1.5% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 343,856 | $120M | 1.4% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 340,594 | $96M | 1.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 334,828 | $117M | 1.4% | 2026-Q2 |
| Hood River Capital Management LLC added | 330,297 | $116M | 1.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 313,925 | $110M | 1.3% | 2026-Q2 |
| NORGES BANK added | 311,551 | $109M | 1.3% | 2026-Q2 |
| FMR LLC added | 305,227 | $107M | 1.3% | 2026-Q2 |
| HAWK RIDGE CAPITAL MANAGEMENT LP added | 301,500 | $106M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 300,093 | $105M | 1.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 299,912 | $105M | 1.3% | 2026-Q2 |
| Driehaus Capital Management LLC added | 287,995 | $101M | 1.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 272,421 | $95M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 271,160 | $95M | 1.1% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 262,164 | $92M | 1.1% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 256,813 | $90M | 1.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 254,481 | $89M | 1.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 238,029 | $83M | 1.0% | 2026-Q2 |
| Capital International Investors added | 205,470 | $72M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 186,184 | $65M | 0.8% | 2026-Q2 |
| EMERALD ADVISERS, LLC added | 179,798 | $63M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 175,308 | $61M | 0.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 151,892 | $53M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 146,461 | $51M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 138,785 | $49M | 0.6% | 2026-Q2 |
| Select Equity Group, L.P. added | 137,044 | $48M | 0.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 133,270 | $47M | 0.6% | 2026-Q2 |
| UBS Group AG added | 122,017 | $43M | 0.5% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST added | 116,457 | $41M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 115,252 | $40M | 0.5% | 2026-Q2 |
| CRAWFORD INVESTMENT COUNSEL INC trimmed | 106,229 | $37M | 0.4% | 2026-Q2 |
| Tributary Capital Management, LLC trimmed | 103,844 | $36M | 0.4% | 2026-Q2 |
| GHP Investment Advisors, Inc. trimmed | 91,295 | $32M | 0.4% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 90,770 | $32M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 89,019 | $31M | 0.4% | 2026-Q2 |
| OP Asset Management Ltd added | 88,794 | $31M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO added | 87,158 | $31M | 0.4% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 82,926 | $29M | 0.3% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 79,775 | $28M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 76,702 | $27M | 0.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 69,434 | $24M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 68,626 | $24M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 66,990 | $23M | 0.3% | 2026-Q2 |
| AMERICAN CAPITAL MANAGEMENT INC added | 65,312 | $23M | 0.3% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 63,422 | $22M | 0.3% | 2026-Q2 |
| DF DENT & CO INC trimmed | 63,005 | $22M | 0.3% | 2026-Q2 |
| COMMERCE BANK | 62,691 | $22M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 62,449 | $22M | 0.3% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 61,605 | $22M | 0.3% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 60,087 | $21M | 0.3% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 59,728 | $21M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 59,316 | $21M | 0.3% | 2026-Q2 |
| Tidal Investments LLC trimmed | 56,101 | $20M | 0.2% | 2026-Q2 |
| Advent International, L.P. new | 56,100 | $20M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 54,167 | $19M | 0.2% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 53,057 | $19M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 51,960 | $18M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 51,606 | $18M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 49,627 | $17M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 45,934 | $16M | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 44,725 | $16M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 44,509 | $16M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 42,987 | $15M | 0.2% | 2026-Q2 |
| CONGRUENCE CAPITAL, LLC trimmed | 42,575 | $15M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 42,027 | $15M | 0.2% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. trimmed | 37,224 | $13M | 0.2% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 37,077 | $13M | 0.2% | 2026-Q2 |
| Creative Planning added | 36,585 | $13M | 0.2% | 2026-Q2 |
| Emerald Investment Advisers, LLC added | 35,089 | $12M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 34,780 | $12M | 0.1% | 2026-Q2 |
| AXIOM INVESTORS LLC /DE new | 32,810 | $11M | 0.1% | 2026-Q2 |
| CASTLEARK MANAGEMENT LLC added | 31,572 | $11M | 0.1% | 2026-Q2 |
| JENNISON ASSOCIATES LLC added | 31,201 | $11M | 0.1% | 2026-Q2 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 30,865 | $11M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 30,046 | $11M | 0.1% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P trimmed | 29,489 | $10M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 29,056 | $10M | 0.1% | 2026-Q2 |
| Pier Capital, LLC trimmed | 28,971 | $10M | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 28,757 | $10M | 0.1% | 2026-Q2 |
| Ceredex Value Advisors LLC trimmed | 26,750 | $9M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 25,579 | $9M | 0.1% | 2026-Q2 |
| CREDIT AGRICOLE S A added | 24,800 | $9M | 0.1% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 24,417 | $9M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 24,387 | $9M | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 23,648 | $8M | 0.1% | 2026-Q2 |
| PINNBROOK CAPITAL MANAGEMENT LP new | 22,960 | $8M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 22,731 | $8M | 0.1% | 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.
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.