ESCO Technologies Inc (ESE) Ownership

146.56 ↑0.00 (0.00%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of ESCO Technologies Inc (ESE), owning a total of 3.9 million shares. Combined, the top 31 institutional holders of ESE own 103.03% of the company with a total of 26.5 million shares.

In the latest ownership report on September 30th 2024, the top 31 institutional holders increased their combined ownership of ESE by 179 thousand shares. 6 institutions bought 339,151 total additional shares and increased their ownership by an average of 0.89%. However 4 institutions sold 159,699 total shares and decreased their ownership by an average of 5.09%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of ESCO Technologies increased by a net total of 179,452 in the latest quarter.

Institution Ownership Chart

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc11.165%0.537%2,875,22715,3602024-09-30
Dimensional Fund Advisors, Inc.5.235%-1.803%1,348,098-24,7522024-09-30
Champlain Investment Partners, LLC4.906%0.032%1,263,3824062024-09-30
Conestoga Capital Advisors, LLC4.069%1.815%1,047,74118,6762024-09-30
T. Rowe Price Investment Management,Inc.4.011%-3.179%1,033,010-33,9142024-09-30
Geneva Capital Management3.290%0.249%847,2522,1002024-09-30
Geode Capital Management, LLC2.289%-0.031%589,442-1812024-09-30
Royce & Associates, LP2.159%-15.355%555,951-100,8522024-09-30
Charles Schwab Investment Management Inc1.164%2.728%299,8747,9632024-09-30
William Blair Investment Management, LLC1.144%0.000%294,646294,6462024-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.184%-1.394%3,910,234-55,2822024-06-30
Vanguard Group Inc11.165%0.537%2,875,22715,3602024-09-30
T. Rowe Price Associates, Inc.10.627%3.429%2,747,37091,0852022-06-30
Dimensional Fund Advisors, Inc.5.235%-1.803%1,348,098-24,7522024-09-30
Champlain Investment Partners, LLC4.906%0.032%1,263,3824062024-09-30
Capital Research & Mgmt Co - Division 34.173%-6.917%1,076,662-80,0002023-12-31
Conestoga Capital Advisors, LLC4.069%1.815%1,047,74118,6762024-09-30
T. Rowe Price Investment Management,Inc.4.011%-3.179%1,033,010-33,9142024-09-30
State Street Corp3.900%0.434%1,004,4624,3412024-06-30
State Street Corporation3.884%2.152%1,000,12121,0692024-03-31
Neuberger Berman Group LLC3.641%6.028%937,68553,3082024-06-30
Geneva Capital Management3.290%0.249%847,2522,1002024-09-30
Nuveen Asset Management, LLC2.450%55.473%630,841225,0842024-06-30
Morgan Stanley - Brokerage Accounts2.438%22.811%627,888116,6262024-06-30
Silvercrest Asset Management Group LLC2.308%8.526%594,48346,7052024-06-30
Geode Capital Management, LLC2.289%-0.031%589,442-1812024-09-30
Royce & Associates, LP2.159%-15.355%555,951-100,8522024-09-30
Macquarie Group Ltd1.949%0.364%502,0121,8222024-06-30
Loomis, Sayles & Company LP1.649%6.451%424,64225,7332024-06-30
Select Equity Group LP1.536%277.531%395,460290,7112024-06-30
Bank of America Corp1.312%7.219%337,92722,7532024-06-30
Charles Schwab Investment Management Inc1.164%2.728%299,8747,9632024-09-30
William Blair Investment Management, LLC1.144%0.000%294,646294,6462024-09-30
Neuberger Berman Investment Advisers LLC1.133%0.000%292,193292,1932023-06-30
Goldman Sachs Group Inc1.122%-54.086%288,813-340,2232024-03-31
Commerce Bank NA/MO1.101%0.000%283,911283,9112023-12-31
Bank of New York Mellon Corp1.100%18.344%283,26643,9072024-06-30
Northern Trust Corp1.080%-3.233%278,009-9,2872024-06-30
Victory Capital Management Inc.1.036%24.571%266,86552,6382023-03-31
Royal Bank of Canada1.028%3.438%264,7138,7992023-12-31
Amvescap Plc.0.949%0.620%244,7841,5092023-03-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of ESCO Technologies Inc (ESE), owning a total of 1.7 million shares. Combined, the top 30 mutual fund holders of ESE own 57.50% of the company with a total of 14.8 million shares.

In the latest ownership report on October 31st 2024, the top 30 fund holders increased their combined ownership of ESE by 20 thousand shares. 2 funds bought 2,750 total additional shares and increased their ownership by an average of 0.14%. However 5 funds sold 22,676 total shares and decreased their ownership by an average of 0.57%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding ESCO Technologies decreased by a net total of -19,926 in the latest report.

Mutual Funds Chart

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.417%0.091%1,652,5381,5002024-10-31
Champlain Small Company Fund, LLC3.427%-1.646%882,465-14,7702024-10-31
Vanguard Total Stock Mkt Idx Inv3.165%-0.595%815,010-4,8752024-10-31
iShares Russell 2000 ETF2.565%-0.224%660,519-1,4842024-10-31
Vanguard Small Cap Index2.507%0.194%645,6061,2502024-10-31
Vanguard Small Cap Value Index Inv1.695%-0.035%436,367-1522024-10-31
Vanguard Institutional Extnd Mkt Idx Tr1.479%-0.365%380,838-1,3952024-10-31
Nationwide Geneva Small Cap Gr Instl Svc1.107%0.000%285,19102024-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.417%0.091%1,652,5381,5002024-10-31
American Funds SMALLCAP World A4.173%-6.917%1,076,662-80,0002023-12-31
Champlain Small Company Fund, LLC3.427%-1.646%882,465-14,7702024-10-31
Vanguard Total Stock Mkt Idx Inv3.165%-0.595%815,010-4,8752024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr3.114%1.817%802,76414,3242023-03-31
Conestoga Small Cap Investors2.926%2.902%753,48021,2502024-09-30
iShares Russell 2000 ETF2.565%-0.224%660,519-1,4842024-10-31
Vanguard Small Cap Index2.507%0.194%645,6061,2502024-10-31
Neuberger Berman Genesis Inv2.415%0.498%621,9603,0842024-09-30
Champlain Small Company Adv1.961%2.020%505,00010,0002024-06-30
Vanguard Small Cap Value Index Inv1.695%-0.035%436,367-1522024-10-31
Delaware US Small Cap Core Equity (SMA)1.622%-1.157%417,641-4,8892024-03-31
Macquarie US Small Cap Core Equity1.622%-1.157%417,641-4,8892024-03-31
Delaware Small Cap Core I1.570%-0.616%404,278-2,5062024-09-30
Vanguard Institutional Extnd Mkt Idx Tr1.479%-0.365%380,838-1,3952024-10-31
iShares S&P Small-Cap 600 Value ETF1.438%0.075%372,1362772022-11-30
Vanguard Extended Market Index Investor1.385%-0.018%357,173-642023-08-31
T. Rowe Price Instl Small-Cap Stock1.232%-12.973%317,924-47,3942022-12-31
Old Westbury Small & Mid Cap Strategies1.207%7.198%310,87520,8752024-07-31
Conestoga Small Cap Growth1.115%-0.976%287,108-2,8292024-09-30
Nationwide Geneva Small Cap Gr Instl Svc1.107%0.000%285,19102024-10-31
T. Rowe Price U.S. SC Core Eq Tr-Z1.049%-7.258%270,723-21,1882022-12-31
T. Rowe Price Small-Cap Stock1.050%0.000%270,37602024-09-30
T. Rowe Price US Small-Cap Core Equity1.050%2.755%270,3767,2502024-09-30
T. Rowe Price US Smlr Cm Eq A USD1.045%16.261%269,22237,6552024-03-31
Royce Premier Invmt1.041%0.000%268,02802024-09-30
Royce Small-Cap Premier Quality1.041%0.000%268,02802024-09-30
T. Rowe Price Small-Cap Value1.038%-3.278%267,392-9,0632024-08-31
Fidelity Small Cap Index1.029%-2.403%265,065-6,5252024-08-31
CREF Stock R11.014%0.000%261,19202024-08-31

Discussions

Please log in or register to share your thoughts.

glaglewd7/15/24 07:13pm

$ESE Markets about as efficient as a retirement home

0 Like Report
millimaker6/27/24 07:25pm

$ESE TRUST THE PROCESS! BUY AND HOLD! OUR TIME IS COMING$$$

0 Like Report
DivorceTiramisu2/29/24 07:42pm

$ESE go to the bathroom
come back to green! I like it!

0 Like Report