ESCO Technologies Inc (ESE) Ownership

146.56 ↓2.18 (-1.47%)
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

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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

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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

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glaglewd7/15/24 07:13pm

$ESE Markets about as efficient as a retirement home

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millimaker6/27/24 07:25pm

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

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DivorceTiramisu2/29/24 07:42pm

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

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