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Institutional Ownership · SEC Form 13F

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.

165
Institutional holders
6M
Shares held (tracked funds)
71.6%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
Mawer Investment Management Ltd. trimmed725,214$78M11.2%2026-Q1
BlackRock, Inc. trimmed550,346$59M8.5%2026-Q1
WASATCH ADVISORS LP trimmed344,046$37M5.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new311,823$34M4.8%2026-Q1
Copeland Capital Management, LLC added304,647$33M4.7%2026-Q1
BASSWOOD CAPITAL MANAGEMENT, L.L.C.268,727$29M4.1%2026-Q1
STATE STREET CORP added266,274$29M4.1%2026-Q1
Ampfield Management, L.P. added233,216$25M3.6%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed229,923$25M3.5%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added224,802$24M3.5%2026-Q1
DIMENSIONAL FUND ADVISORS LP added200,807$22M3.1%2026-Q1
ROYCE & ASSOCIATES LP added162,346$17M2.5%2026-Q1
GW&K Investment Management, LLC trimmed145,416$16M2.2%2026-Q1
Langdon Equity Partners added140,346$15M2.2%2026-Q1
MORGAN STANLEY added132,702$14M2.0%2026-Q1
NORTHERN TRUST CORP added118,948$13M1.8%2026-Q1
Gator Capital Management, LLC added98,346$11M1.5%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new92,115$10M1.4%2026-Q1
BANK OF AMERICA CORP /DE/ added87,530$9M1.3%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed76,657$8M1.1%2026-Q1
GOLDMAN SACHS GROUP INC added71,967$8M1.1%2026-Q1
Granite Investment Partners, LLC added61,334$7M0.9%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added56,000$6M0.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed55,473$6M0.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added51,010$5M0.8%2026-Q1
FIRST MANHATTAN CO. LLC. trimmed48,170$5M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new48,092$5M0.7%2026-Q1
Russell Investments Group, Ltd. added40,143$4M0.6%2026-Q1
Rosenthal | Henry Capital Advisors, Inc.38,037$4M0.6%2026-Q1
Bank of New York Mellon Corp added36,036$4M0.6%2026-Q1
Horizon Investment Services, LLC trimmed34,934$4M0.5%2026-Q1
MARSHALL WACE, LLP added32,349$3M0.5%2026-Q1
RBF Capital, LLC30,000$3M0.5%2026-Q1
UBS Group AG added28,972$3M0.4%2026-Q1
Numerai GP LLC added28,305$3M0.4%2026-Q1
Cox Capital Mgt LLC trimmed27,133$3M0.4%2026-Q1
JPMORGAN CHASE & CO trimmed26,853$3M0.4%2026-Q1
SEI INVESTMENTS CO added26,309$3M0.4%2026-Q1
Uniplan Investment Counsel, Inc. trimmed24,833$3M0.4%2026-Q1
TUDOR INVESTMENT CORP ET AL new23,019$2M0.4%2026-Q1
JANE STREET GROUP, LLC added22,052$2M0.3%2026-Q1
CITIGROUP INC added21,518$2M0.3%2026-Q1
TWO SIGMA INVESTMENTS, LP added21,185$2M0.3%2026-Q1
Invesco Ltd. trimmed20,549$2M0.3%2026-Q1
STIFEL FINANCIAL CORP added20,067$2M0.3%2026-Q1
ROYAL BANK OF CANADA trimmed20,045$2M0.3%2026-Q1
EMERALD MUTUAL FUND ADVISERS TRUST trimmed18,513$2M0.3%2026-Q1
Nuveen, LLC trimmed18,267$2M0.3%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed16,645$2M0.3%2026-Q1
AMERIPRISE FINANCIAL INC trimmed14,768$2M0.2%2026-Q1
Swiss National Bank14,300$2M0.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed14,100$2M0.2%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND added13,613$1M0.2%2026-Q1
HighTower Advisors, LLC trimmed12,997$1M0.2%2026-Q1
Cetera Investment Advisers added12,284$1M0.2%2026-Q1
POLEN CAPITAL MANAGEMENT LLC added11,713$1M0.2%2026-Q1
Grandeur Peak Global Advisors, LLC11,478$1M0.2%2026-Q1
FIRST TRUST ADVISORS LP trimmed11,394$1M0.2%2026-Q1
XTX Topco Ltd added11,314$1M0.2%2026-Q1
RHUMBLINE ADVISERS trimmed10,121$1M0.2%2026-Q1
Corient Private Wealth LLC added16,098$1M0.1%2026-Q1
BARCLAYS PLC trimmed9,386$1M0.1%2026-Q1
MALTESE CAPITAL MANAGEMENT LLC trimmed9,227$992K0.1%2026-Q1
BAHL & GAYNOR INC8,600$924K0.1%2026-Q1
PANAGORA ASSET MANAGEMENT INC trimmed8,122$873K0.1%2026-Q1
Rafferty Asset Management, LLC trimmed8,101$871K0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed7,864$845K0.1%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed7,787$837K0.1%2026-Q1
Informed Momentum Co LLC7,683$826K0.1%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed7,275$782K0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed7,084$762K0.1%2026-Q1
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed6,898$742K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added6,783$729K0.1%2026-Q1
Brooklyn Investment Group added6,777$729K0.1%2026-Q1
DEUTSCHE BANK AG\ added6,626$712K0.1%2026-Q1
Legal & General Group Plc trimmed6,467$695K0.1%2026-Q1
HSBC HOLDINGS PLC new6,499$693K0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed6,248$672K0.1%2026-Q1
Sanctuary Advisors, LLC added6,182$665K0.1%2026-Q1
CenterBook Partners LP trimmed5,662$609K0.1%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD added5,564$598K0.1%2026-Q1
Vise Technologies, Inc.5,764$588K0.1%2026-Q1
Tidal Investments LLC trimmed5,307$571K0.1%2026-Q1
Quantbot Technologies LP added5,263$566K0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added5,192$559K0.1%2026-Q1
Creative Planning added5,048$543K0.1%2026-Q1
Quantinno Capital Management LP added4,940$531K0.1%2026-Q1
VANGUARD GROUP INC trimmed393,985$40M5.8%2025-Q4 stale
Pacific Ridge Capital Partners, LLC trimmed27,687$3M0.4%2025-Q3 stale
Point72 Asset Management, L.P. added17,785$2M0.3%2025-Q4 stale
Elizabeth Park Capital Advisors, Ltd. trimmed16,263$2M0.2%2025-Q4 stale
Sowell Financial Services LLC new12,388$1M0.2%2025-Q3 stale
BOSUN ASSET MANAGEMENT, LLC added11,692$1M0.2%2025-Q2 stale
BOOTHBAY FUND MANAGEMENT, LLC trimmed11,446$1M0.2%2025-Q2 stale
SIERRA SUMMIT ADVISORS LLC added8,588$877K0.1%2025-Q4 stale
Verition Fund Management LLC new8,060$763K0.1%2025-Q2 stale
HRT FINANCIAL LP trimmed6,458$659K0.1%2025-Q4 stale
FRANKLIN RESOURCES INC trimmed5,819$594K0.1%2025-Q3 stale
Foundations Investment Advisors, LLC added6,945$524K0.1%2025-Q1 stale
Semanteon Capital Management, LP new5,055$516K0.1%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.

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