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Institutional Ownership · SEC Form 13F

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.

155
Institutional holders
6M
Shares held (tracked funds)
68.7%
Of shares outstanding

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.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added601,624$72M10.3%2026-Q2
Mawer Investment Management Ltd. trimmed583,871$70M10.0%2026-Q2
BASSWOOD CAPITAL MANAGEMENT, L.L.C. added369,416$44M6.3%2026-Q2
STATE STREET CORP added352,787$42M6.0%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added317,112$38M5.4%2026-Q2
Copeland Capital Management, LLC trimmed296,535$35M5.1%2026-Q2
WASATCH ADVISORS LP trimmed292,242$35M5.0%2026-Q2
AMERICAN CENTURY COMPANIES INC added245,685$29M4.2%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added242,287$29M4.2%2026-Q2
DIMENSIONAL FUND ADVISORS LP added204,697$24M3.5%2026-Q2
Langdon Equity Partners added189,000$23M3.2%2026-Q2
ROYCE & ASSOCIATES LP added172,177$21M2.9%2026-Q2
NORTHERN TRUST CORP added123,360$15M2.1%2026-Q2
Gator Capital Management, LLC added100,896$12M1.7%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed90,361$11M1.5%2026-Q2
MORGAN STANLEY trimmed87,597$10M1.5%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added79,600$9M1.4%2026-Q2
ALLIANCEBERNSTEIN L.P. added77,157$8M1.2%2026-Q2
GOLDMAN SACHS GROUP INC trimmed67,334$8M1.2%2026-Q2
Granite Investment Partners, LLC trimmed61,306$7M1.1%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added56,931$7M1.0%2026-Q2
VANGUARD FIDUCIARY TRUST CO added49,704$6M0.9%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed48,410$6M0.8%2026-Q2
TWO SIGMA INVESTMENTS, LP added46,331$6M0.8%2026-Q2
UBS Group AG added43,552$5M0.7%2026-Q2
Uniplan Investment Counsel, Inc. added41,587$5M0.7%2026-Q2
RAYMOND JAMES FINANCIAL INC added39,796$5M0.7%2026-Q2
Squarepoint Ops LLC added39,769$5M0.7%2026-Q2
Numerai GP LLC added36,627$4M0.6%2026-Q2
Russell Investments Group, Ltd. trimmed36,272$4M0.6%2026-Q2
FIRST MANHATTAN CO. LLC. trimmed35,928$4M0.6%2026-Q2
Horizon Investment Services, LLC added35,501$4M0.6%2026-Q2
Bank of New York Mellon Corp trimmed33,940$4M0.6%2026-Q2
Rosenthal | Henry Capital Advisors, Inc. trimmed31,187$4M0.5%2026-Q2
RBF Capital, LLC30,000$4M0.5%2026-Q2
Cox Capital Mgt LLC trimmed27,069$3M0.5%2026-Q2
CITADEL ADVISORS LLC added26,114$3M0.4%2026-Q2
Nuveen, LLC added25,730$3M0.4%2026-Q2
Pembroke Management, LTD new24,370$3M0.4%2026-Q2
JPMORGAN CHASE & CO trimmed21,061$3M0.4%2026-Q2
MARSHALL WACE, LLP trimmed21,059$3M0.4%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed20,636$2M0.4%2026-Q2
STIFEL FINANCIAL CORP added20,486$2M0.4%2026-Q2
SEI INVESTMENTS CO trimmed20,116$2M0.3%2026-Q2
ROYAL BANK OF CANADA trimmed19,315$2M0.3%2026-Q2
EMERALD MUTUAL FUND ADVISERS TRUST18,513$2M0.3%2026-Q2
XTX Topco Ltd added18,327$2M0.3%2026-Q2
WELLS FARGO & COMPANY/MN added18,190$2M0.3%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added18,030$2M0.3%2026-Q2
Corient Private Wealth LP trimmed15,838$2M0.3%2026-Q2
CITIGROUP INC trimmed15,288$2M0.3%2026-Q2
Swiss National Bank added15,200$2M0.3%2026-Q2
AMERIPRISE FINANCIAL INC added14,852$2M0.3%2026-Q2
BARCLAYS PLC added14,004$2M0.2%2026-Q2
TUDOR INVESTMENT CORP ET AL trimmed13,873$2M0.2%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND13,613$2M0.2%2026-Q2
MILLENNIUM MANAGEMENT LLC added13,186$2M0.2%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC added13,077$2M0.2%2026-Q2
Cetera Investment Advisers trimmed11,645$1M0.2%2026-Q2
D. E. Shaw & Co., Inc. trimmed10,640$1M0.2%2026-Q2
RHUMBLINE ADVISERS added10,416$1M0.2%2026-Q2
Quantbot Technologies LP added10,331$1M0.2%2026-Q2
Grandeur Peak Global Advisors, LLC trimmed10,253$1M0.2%2026-Q2
Rafferty Asset Management, LLC added9,197$1M0.2%2026-Q2
Creative Planning added8,877$1M0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added8,876$1M0.2%2026-Q2
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added8,829$1M0.2%2026-Q2
Bahl & Gaynor LLC8,600$1M0.1%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added8,385$999K0.1%2026-Q2
Legal & General Group Plc added8,285$987K0.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC added8,242$982K0.1%2026-Q2
DEUTSCHE BANK AG\ added7,534$897K0.1%2026-Q2
Quantinno Capital Management LP added7,496$893K0.1%2026-Q2
Y-Intercept (Hong Kong) Ltd new7,229$861K0.1%2026-Q2
HSBC HOLDINGS PLC added7,136$851K0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added6,768$806K0.1%2026-Q2
Sanctuary Advisors, LLC added6,259$745K0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added5,981$713K0.1%2026-Q2
Vise Technologies, Inc. trimmed5,724$682K0.1%2026-Q2
PDT Partners, LLC added5,715$681K0.1%2026-Q2
FIRST TRUST ADVISORS LP trimmed5,440$648K0.1%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD trimmed5,226$622K0.1%2026-Q2
Invesco Ltd. trimmed5,100$607K0.1%2026-Q2
MALTESE CAPITAL MANAGEMENT LLC trimmed5,000$596K0.1%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC4,685$558K0.1%2026-Q2
ALPS ADVISORS INC added4,551$542K0.1%2026-Q2
Arcus Capital Partners, LLC added4,496$536K0.1%2026-Q2
MetLife Investment Management, LLC added4,290$511K0.1%2026-Q2
Vanguard Global Advisers, LLC3,842$458K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed3,375$402K0.1%2026-Q2
Entropy Technologies, LP new3,310$394K0.1%2026-Q2
FMR LLC trimmed3,282$391K0.1%2026-Q2
Boston Partners trimmed3,224$384K0.1%2026-Q2
Meridian Wealth Management, LLC3,000$357K0.1%2026-Q2
Jupiter Topco LLC new2,800$334K0.0%2026-Q2
DRW Securities, LLC added2,771$330K0.0%2026-Q2
Next Level Private LLC2,500$298K0.0%2026-Q2
Engineers Gate Manager LP new2,472$294K0.0%2026-Q2
Police & Firemen's Retirement System of New Jersey added2,363$281K0.0%2026-Q2
NEUBERGER BERMAN GROUP LLC trimmed2,358$281K0.0%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.

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