ESCO Technologies Inc (ESE) Ownership

159.12 ↑3.62 (2.33%)
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 4.1 million shares. Combined, the top 32 institutional holders of ESE own 104.14% of the company with a total of 26.9 million shares.

In the latest ownership report on December 31st 2024, the top 32 institutional holders decreased their combined ownership of ESE by 69 thousand shares. 8 institutions bought 607,707 total additional shares and increased their ownership by an average of 24.35%. However 12 institutions sold 676,617 total shares and decreased their ownership by an average of 6.16%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of ESCO Technologies decreased by a net total of -68,910 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.696%1.969%4,050,54078,2112024-12-31
Vanguard Group Inc11.267%1.124%2,907,53332,3062024-12-31
Dimensional Fund Advisors, Inc.5.057%-3.197%1,305,000-43,0982024-12-31
State Street Corp4.249%4.038%1,096,60442,5652024-12-31
Neuberger Berman Group LLC4.094%12.126%1,056,423114,2462024-12-31
Conestoga Capital Advisors, LLC4.045%-0.371%1,043,852-3,8892024-12-31
Champlain Investment Partners, LLC3.992%-18.459%1,030,172-233,2102024-12-31
Geneva Capital Management3.238%-1.366%835,676-11,5762024-12-31
T. Rowe Price Investment Management,Inc.3.072%-23.260%792,732-240,2782024-12-31
Morgan Stanley - Brokerage Accounts2.706%13.883%698,17885,1102024-12-31
Geode Capital Management, LLC2.266%-0.785%584,813-4,6292024-12-31
Silvercrest Asset Management Group LLC2.146%-5.742%553,756-33,7332024-12-31
Royce & Associates, LP2.139%-0.693%552,098-3,8532024-12-31
Nuveen Asset Management, LLC2.132%-7.892%550,254-47,1482024-12-31
Macquarie Group Ltd1.895%-0.288%489,059-1,4112024-12-31
Loomis, Sayles & Company LP1.651%-2.839%426,085-12,4512024-12-31
Goldman Sachs Group Inc1.612%-9.037%416,109-41,3412024-12-31
Wellington Management Company LLP1.473%152.556%380,104229,6012024-12-31
Charles Schwab Investment Management Inc1.186%2.069%306,0776,2032024-12-31
Northern Trust Corp1.152%7.007%297,26419,4652024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.696%1.969%4,050,54078,2112024-12-31
Vanguard Group Inc11.267%1.124%2,907,53332,3062024-12-31
T. Rowe Price Associates, Inc.10.627%3.429%2,747,37091,0852022-06-30
Dimensional Fund Advisors, Inc.5.057%-3.197%1,305,000-43,0982024-12-31
State Street Corp4.249%4.038%1,096,60442,5652024-12-31
Capital Research & Mgmt Co - Division 34.173%-6.917%1,076,662-80,0002023-12-31
Neuberger Berman Group LLC4.094%12.126%1,056,423114,2462024-12-31
Conestoga Capital Advisors, LLC4.045%-0.371%1,043,852-3,8892024-12-31
Champlain Investment Partners, LLC3.992%-18.459%1,030,172-233,2102024-12-31
State Street Corporation3.884%2.152%1,000,12121,0692024-03-31
Geneva Capital Management3.238%-1.366%835,676-11,5762024-12-31
T. Rowe Price Investment Management,Inc.3.072%-23.260%792,732-240,2782024-12-31
Morgan Stanley - Brokerage Accounts2.706%13.883%698,17885,1102024-12-31
Geode Capital Management, LLC2.266%-0.785%584,813-4,6292024-12-31
Silvercrest Asset Management Group LLC2.146%-5.742%553,756-33,7332024-12-31
Royce & Associates, LP2.139%-0.693%552,098-3,8532024-12-31
Nuveen Asset Management, LLC2.132%-7.892%550,254-47,1482024-12-31
Macquarie Group Ltd1.895%-0.288%489,059-1,4112024-12-31
Loomis, Sayles & Company LP1.651%-2.839%426,085-12,4512024-12-31
Goldman Sachs Group Inc1.612%-9.037%416,109-41,3412024-12-31
Select Equity Group LP1.536%277.531%395,460290,7112024-06-30
Wellington Management Company LLP1.473%152.556%380,104229,6012024-12-31
Bank of America Corp1.359%3.758%350,62612,6992024-09-30
Charles Schwab Investment Management Inc1.186%2.069%306,0776,2032024-12-31
Northern Trust Corp1.152%7.007%297,26419,4652024-12-31
William Blair Investment Management, LLC1.142%0.000%294,646294,6462024-09-30
Neuberger Berman Investment Advisers LLC1.133%0.000%292,193292,1932023-06-30
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
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 1.6 million shares. Combined, the top 35 mutual fund holders of ESE own 61.29% of the company with a total of 15.8 million shares.

In the latest ownership report on February 28th 2025, the top 35 fund holders increased their combined ownership of ESE by 129 thousand shares. 3 funds bought 1,719 total additional shares and increased their ownership by an average of 0.10%. However 4 funds sold 130,375 total shares and decreased their ownership by an average of 5.51%.

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 -128,656 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 ETF6.361%-0.022%1,641,411-3572025-02-28
Vanguard Total Stock Mkt Idx Inv3.160%0.075%815,4966122025-02-28
iShares Russell 2000 ETF2.576%-1.161%664,833-7,8112025-02-28
Vanguard Small Cap Index2.548%0.087%657,4915712025-02-28
Champlain Small Company Fund, LLC1.810%-20.555%467,040-120,8402025-02-28
Vanguard Small Cap Value Index Inv1.679%-0.315%433,186-1,3672025-02-28
Vanguard Institutional Extnd Mkt Idx Tr1.515%0.137%390,9245362025-02-28
Nationwide Geneva Small Cap Gr Instl Svc1.078%0.000%278,05802025-02-28

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.361%-0.022%1,641,411-3572025-02-28
American Funds SMALLCAP World A4.173%-6.917%1,076,662-80,0002023-12-31
Vanguard Total Stock Mkt Idx Inv3.160%0.075%815,4966122025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr3.114%1.817%802,76414,3242023-03-31
Conestoga Small Cap Investors2.920%0.000%753,48002025-01-31
Neuberger Berman Genesis Inv2.658%10.279%685,89063,9302024-12-31
iShares Russell 2000 ETF2.576%-1.161%664,833-7,8112025-02-28
Vanguard Small Cap Index2.548%0.087%657,4915712025-02-28
Champlain Small Company Fund, LLC1.810%-20.555%467,040-120,8402025-02-28
Vanguard Small Cap Value Index Inv1.679%-0.315%433,186-1,3672025-02-28
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 I1.567%0.000%404,27802024-10-31
Macquarie Small Cap Core I1.567%0.000%404,27802025-01-31
Vanguard Institutional Extnd Mkt Idx Tr1.515%0.137%390,9245362025-02-28
iShares S&P Small-Cap 600 Value ETF1.438%0.075%372,1362772022-11-30
Champlain Small Company Adv1.414%-22.092%365,000-103,5002024-12-31
Vanguard Extended Market Index Investor1.385%-0.018%357,173-642023-08-31
Old Westbury Small & Mid Cap Strategies1.356%12.585%350,00039,1252024-10-31
T. Rowe Price Instl Small-Cap Stock1.232%-12.973%317,924-47,3942022-12-31
Calvert Small-Cap A1.154%5.658%297,75515,9442025-01-31
Conestoga Small Cap Growth1.124%0.984%289,9342,8262024-12-31
Calvert US Small-Cap Strategy1.092%22.970%281,81152,6412024-12-31
Nationwide Geneva Small Cap Gr Instl Svc1.078%0.000%278,05802025-02-28
T. Rowe Price U.S. SC Core Eq Tr-Z1.049%-7.258%270,723-21,1882022-12-31
T. Rowe Price US Small-Cap Core Equity1.048%2.755%270,3767,2502024-09-30
T. Rowe Price Small-Cap Stock1.049%0.000%270,37602024-09-30
T. Rowe Price US Smlr Cm Eq A USD1.045%16.261%269,22237,6552024-03-31
Royce Small-Cap Premier Quality1.039%0.000%268,02802024-12-31
Royce Premier Invmt1.039%0.000%268,02802024-12-31
T. Rowe Price Small-Cap Value1.038%-3.278%267,392-9,0632024-08-31
Fidelity Small Cap Index1.009%-0.760%260,414-1,9932024-12-31
Loomis Sayles Small Cap Growth Instl0.964%0.000%248,72002025-01-31
iShares S&P Small-Cap 600 Growth ETF0.924%-0.106%238,471-2522025-01-31
CREF Stock R10.920%-9.106%237,409-23,7832024-11-30

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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