Who owns Esquire Financial Holdings, Inc. (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-Q1 13F filings (latest filed 2026-05-18). 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
38 tracked funds added or opened ESQ while 20 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, Mawer Investment Management Ltd., sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 165 tracked filers holding ESQ, 82 increased or opened the position and 73 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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 11
- VANGUARD CAPITAL MANAGEMENT LLC$34M
- VANGUARD PORTFOLIO MANAGEMENT LLC$10M
- Granite Investment Partners, LLC$7M
- VANGUARD FIDUCIARY TRUST CO$5M
- MARSHALL WACE, LLP$3M
- TUDOR INVESTMENT CORP ET AL$2M
Full exits 6
- VANGUARD GROUP INC$40M
- Point72 Asset Management, L.P.$2M
- Elizabeth Park Capital Advisors, Ltd.$2M
- SIERRA SUMMIT ADVISORS LLC$877K
- HRT FINANCIAL LP$659K
- Balyasny Asset Management L.P.$504K
Largest adds
- BANK OF AMERICA CORP /DE/$8M
- MORGAN STANLEY$8M
- Ampfield Management, L.P.$6M
- Copeland Capital Management, LLC$6M
- RENAISSANCE TECHNOLOGIES LLC$5M
- STATE STREET CORP$4M
Largest trims
- GW&K Investment Management, LLC$5M
- Mawer Investment Management Ltd.$4M
- MILLENNIUM MANAGEMENT LLC$2M
- Invesco Ltd.$2M
- ROYAL BANK OF CANADA$1M
- Cox Capital Mgt LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Mawer Investment Management Ltd. trimmed | 725,214 | $78M | 11.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 550,346 | $59M | 8.5% | 2026-Q1 |
| WASATCH ADVISORS LP trimmed | 344,046 | $37M | 5.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 311,823 | $34M | 4.8% | 2026-Q1 |
| Copeland Capital Management, LLC added | 304,647 | $33M | 4.7% | 2026-Q1 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 268,727 | $29M | 4.1% | 2026-Q1 |
| STATE STREET CORP added | 266,274 | $29M | 4.1% | 2026-Q1 |
| Ampfield Management, L.P. added | 233,216 | $25M | 3.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 229,923 | $25M | 3.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 224,802 | $24M | 3.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 200,807 | $22M | 3.1% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 162,346 | $17M | 2.5% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 145,416 | $16M | 2.2% | 2026-Q1 |
| Langdon Equity Partners added | 140,346 | $15M | 2.2% | 2026-Q1 |
| MORGAN STANLEY added | 132,702 | $14M | 2.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 118,948 | $13M | 1.8% | 2026-Q1 |
| Gator Capital Management, LLC added | 98,346 | $11M | 1.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 92,115 | $10M | 1.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 87,530 | $9M | 1.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 76,657 | $8M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 71,967 | $8M | 1.1% | 2026-Q1 |
| Granite Investment Partners, LLC added | 61,334 | $7M | 0.9% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 56,000 | $6M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 55,473 | $6M | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 51,010 | $5M | 0.8% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. trimmed | 48,170 | $5M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 48,092 | $5M | 0.7% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 40,143 | $4M | 0.6% | 2026-Q1 |
| Rosenthal | Henry Capital Advisors, Inc. | 38,037 | $4M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 36,036 | $4M | 0.6% | 2026-Q1 |
| Horizon Investment Services, LLC trimmed | 34,934 | $4M | 0.5% | 2026-Q1 |
| MARSHALL WACE, LLP added | 32,349 | $3M | 0.5% | 2026-Q1 |
| RBF Capital, LLC | 30,000 | $3M | 0.5% | 2026-Q1 |
| UBS Group AG added | 28,972 | $3M | 0.4% | 2026-Q1 |
| Numerai GP LLC added | 28,305 | $3M | 0.4% | 2026-Q1 |
| Cox Capital Mgt LLC trimmed | 27,133 | $3M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 26,853 | $3M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 26,309 | $3M | 0.4% | 2026-Q1 |
| Uniplan Investment Counsel, Inc. trimmed | 24,833 | $3M | 0.4% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL new | 23,019 | $2M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 22,052 | $2M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 21,518 | $2M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 21,185 | $2M | 0.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 20,549 | $2M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 20,067 | $2M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 20,045 | $2M | 0.3% | 2026-Q1 |
| EMERALD MUTUAL FUND ADVISERS TRUST trimmed | 18,513 | $2M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 18,267 | $2M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 16,645 | $2M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 14,768 | $2M | 0.2% | 2026-Q1 |
| Swiss National Bank | 14,300 | $2M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 14,100 | $2M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 13,613 | $1M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 12,997 | $1M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 12,284 | $1M | 0.2% | 2026-Q1 |
| POLEN CAPITAL MANAGEMENT LLC added | 11,713 | $1M | 0.2% | 2026-Q1 |
| Grandeur Peak Global Advisors, LLC | 11,478 | $1M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 11,394 | $1M | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 11,314 | $1M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 10,121 | $1M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 16,098 | $1M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 9,386 | $1M | 0.1% | 2026-Q1 |
| MALTESE CAPITAL MANAGEMENT LLC trimmed | 9,227 | $992K | 0.1% | 2026-Q1 |
| BAHL & GAYNOR INC | 8,600 | $924K | 0.1% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 8,122 | $873K | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC trimmed | 8,101 | $871K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 7,864 | $845K | 0.1% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 7,787 | $837K | 0.1% | 2026-Q1 |
| Informed Momentum Co LLC | 7,683 | $826K | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 7,275 | $782K | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 7,084 | $762K | 0.1% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 6,898 | $742K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 6,783 | $729K | 0.1% | 2026-Q1 |
| Brooklyn Investment Group added | 6,777 | $729K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 6,626 | $712K | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 6,467 | $695K | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC new | 6,499 | $693K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 6,248 | $672K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 6,182 | $665K | 0.1% | 2026-Q1 |
| CenterBook Partners LP trimmed | 5,662 | $609K | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 5,564 | $598K | 0.1% | 2026-Q1 |
| Vise Technologies, Inc. | 5,764 | $588K | 0.1% | 2026-Q1 |
| Tidal Investments LLC trimmed | 5,307 | $571K | 0.1% | 2026-Q1 |
| Quantbot Technologies LP added | 5,263 | $566K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 5,192 | $559K | 0.1% | 2026-Q1 |
| Creative Planning added | 5,048 | $543K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 4,940 | $531K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 393,985 | $40M | 5.8% | 2025-Q4 stale |
| Pacific Ridge Capital Partners, LLC trimmed | 27,687 | $3M | 0.4% | 2025-Q3 stale |
| Point72 Asset Management, L.P. added | 17,785 | $2M | 0.3% | 2025-Q4 stale |
| Elizabeth Park Capital Advisors, Ltd. trimmed | 16,263 | $2M | 0.2% | 2025-Q4 stale |
| Sowell Financial Services LLC new | 12,388 | $1M | 0.2% | 2025-Q3 stale |
| BOSUN ASSET MANAGEMENT, LLC added | 11,692 | $1M | 0.2% | 2025-Q2 stale |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 11,446 | $1M | 0.2% | 2025-Q2 stale |
| SIERRA SUMMIT ADVISORS LLC added | 8,588 | $877K | 0.1% | 2025-Q4 stale |
| Verition Fund Management LLC new | 8,060 | $763K | 0.1% | 2025-Q2 stale |
| HRT FINANCIAL LP trimmed | 6,458 | $659K | 0.1% | 2025-Q4 stale |
| FRANKLIN RESOURCES INC trimmed | 5,819 | $594K | 0.1% | 2025-Q3 stale |
| Foundations Investment Advisors, LLC added | 6,945 | $524K | 0.1% | 2025-Q1 stale |
| Semanteon Capital Management, LP new | 5,055 | $516K | 0.1% | 2025-Q3 stale |
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.