Who owns Esquire Financial Holdings (ESQ)
Which tracked institutional funds hold ESQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ESQ 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
52 tracked funds added or opened ESQ while 25 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
ESQ’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 ESQ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ESQ 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 155 tracked filers holding ESQ, 88 increased or opened the position and 76 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 ESQ 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 4
- CITADEL ADVISORS LLC$3M
- Pembroke Management, LTD$3M
- D. E. Shaw & Co., Inc.$1M
- Y-Intercept (Hong Kong) Ltd$861K
Full exits 10
- Ampfield Management, L.P.$25M
- GW&K Investment Management, LLC$16M
- JANE STREET GROUP, LLC$2M
- HighTower Advisors, LLC$1M
- POLEN CAPITAL MANAGEMENT LLC$1M
- PANAGORA ASSET MANAGEMENT INC$873K
Largest adds
- BASSWOOD CAPITAL MANAGEMENT, L.L.C.$15M
- STATE STREET CORP$13M
- BlackRock, Inc.$12M
- Langdon Equity Partners$7M
- GEODE CAPITAL MANAGEMENT, LLC$5M
- AMERICAN CENTURY COMPANIES INC$5M
Largest trims
- Mawer Investment Management Ltd.$8M
- BANK OF AMERICA CORP /DE/$7M
- MORGAN STANLEY$4M
- WASATCH ADVISORS LP$2M
- Invesco Ltd.$2M
- MARSHALL WACE, LLP$969K
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 | 601,624 | $72M | 10.3% | 2026-Q2 |
| Mawer Investment Management Ltd. trimmed | 583,871 | $70M | 10.0% | 2026-Q2 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. added | 369,416 | $44M | 6.3% | 2026-Q2 |
| STATE STREET CORP added | 352,787 | $42M | 6.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 317,112 | $38M | 5.4% | 2026-Q2 |
| Copeland Capital Management, LLC trimmed | 296,535 | $35M | 5.1% | 2026-Q2 |
| WASATCH ADVISORS LP trimmed | 292,242 | $35M | 5.0% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 245,685 | $29M | 4.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 242,287 | $29M | 4.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 204,697 | $24M | 3.5% | 2026-Q2 |
| Langdon Equity Partners added | 189,000 | $23M | 3.2% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 172,177 | $21M | 2.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 123,360 | $15M | 2.1% | 2026-Q2 |
| Gator Capital Management, LLC added | 100,896 | $12M | 1.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 90,361 | $11M | 1.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 87,597 | $10M | 1.5% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 79,600 | $9M | 1.4% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 77,157 | $8M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 67,334 | $8M | 1.2% | 2026-Q2 |
| Granite Investment Partners, LLC trimmed | 61,306 | $7M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 56,931 | $7M | 1.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 49,704 | $6M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 48,410 | $6M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 46,331 | $6M | 0.8% | 2026-Q2 |
| UBS Group AG added | 43,552 | $5M | 0.7% | 2026-Q2 |
| Uniplan Investment Counsel, Inc. added | 41,587 | $5M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 39,796 | $5M | 0.7% | 2026-Q2 |
| Squarepoint Ops LLC added | 39,769 | $5M | 0.7% | 2026-Q2 |
| Numerai GP LLC added | 36,627 | $4M | 0.6% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 36,272 | $4M | 0.6% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. trimmed | 35,928 | $4M | 0.6% | 2026-Q2 |
| Horizon Investment Services, LLC added | 35,501 | $4M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 33,940 | $4M | 0.6% | 2026-Q2 |
| Rosenthal | Henry Capital Advisors, Inc. trimmed | 31,187 | $4M | 0.5% | 2026-Q2 |
| RBF Capital, LLC | 30,000 | $4M | 0.5% | 2026-Q2 |
| Cox Capital Mgt LLC trimmed | 27,069 | $3M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 26,114 | $3M | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 25,730 | $3M | 0.4% | 2026-Q2 |
| Pembroke Management, LTD new | 24,370 | $3M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 21,061 | $3M | 0.4% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 21,059 | $3M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 20,636 | $2M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 20,486 | $2M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 20,116 | $2M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 19,315 | $2M | 0.3% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 18,513 | $2M | 0.3% | 2026-Q2 |
| XTX Topco Ltd added | 18,327 | $2M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 18,190 | $2M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 18,030 | $2M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 15,838 | $2M | 0.3% | 2026-Q2 |
| CITIGROUP INC trimmed | 15,288 | $2M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 15,200 | $2M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 14,852 | $2M | 0.3% | 2026-Q2 |
| BARCLAYS PLC added | 14,004 | $2M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 13,873 | $2M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 13,613 | $2M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 13,186 | $2M | 0.2% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 13,077 | $2M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 11,645 | $1M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 10,640 | $1M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 10,416 | $1M | 0.2% | 2026-Q2 |
| Quantbot Technologies LP added | 10,331 | $1M | 0.2% | 2026-Q2 |
| Grandeur Peak Global Advisors, LLC trimmed | 10,253 | $1M | 0.2% | 2026-Q2 |
| Rafferty Asset Management, LLC added | 9,197 | $1M | 0.2% | 2026-Q2 |
| Creative Planning added | 8,877 | $1M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 8,876 | $1M | 0.2% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 8,829 | $1M | 0.2% | 2026-Q2 |
| Bahl & Gaynor LLC | 8,600 | $1M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 8,385 | $999K | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 8,285 | $987K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 8,242 | $982K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 7,534 | $897K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 7,496 | $893K | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd new | 7,229 | $861K | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 7,136 | $851K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 6,768 | $806K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 6,259 | $745K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 5,981 | $713K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. trimmed | 5,724 | $682K | 0.1% | 2026-Q2 |
| PDT Partners, LLC added | 5,715 | $681K | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 5,440 | $648K | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 5,226 | $622K | 0.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 5,100 | $607K | 0.1% | 2026-Q2 |
| MALTESE CAPITAL MANAGEMENT LLC trimmed | 5,000 | $596K | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 4,685 | $558K | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC added | 4,551 | $542K | 0.1% | 2026-Q2 |
| Arcus Capital Partners, LLC added | 4,496 | $536K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 4,290 | $511K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 3,842 | $458K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 3,375 | $402K | 0.1% | 2026-Q2 |
| Entropy Technologies, LP new | 3,310 | $394K | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 3,282 | $391K | 0.1% | 2026-Q2 |
| Boston Partners trimmed | 3,224 | $384K | 0.1% | 2026-Q2 |
| Meridian Wealth Management, LLC | 3,000 | $357K | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 2,800 | $334K | 0.0% | 2026-Q2 |
| DRW Securities, LLC added | 2,771 | $330K | 0.0% | 2026-Q2 |
| Next Level Private LLC | 2,500 | $298K | 0.0% | 2026-Q2 |
| Engineers Gate Manager LP new | 2,472 | $294K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 2,363 | $281K | 0.0% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 2,358 | $281K | 0.0% | 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.