DaveManuel.com · Institutional Ownership · Who Owns It
ESCO TECHNOLOGIES INC (ESE)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
452
Reporting holders
$9.1B
Reported value
100.0%
Of shares outstanding
0.3%
Calls
0.0%
Puts
+17
Holder change
Institutions report 25,915,288 shares against 25,907,567 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.4B | 4,094,472 | 0.02% | 8q | +3.0%+$41.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $555.7M | 1,587,483 | 0.03% | 2q | +3.1%+$16.6M |
| Invesco Ltd. | $527.1M | 1,505,723 | 0.04% | 31q | +19.8%+$87.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $408.9M | 1,168,130 | 0.01% | 2q | +0.5%+$2.2M |
| STATE STREET CORP | $381.1M | 1,088,666 | 0.01% | 31q | +5.0%+$18.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $264.2M | 754,650 | 0.01% | 31q | +19.2%+$42.5M |
| T. Rowe Price Investment Management, Inc. | $246.3M | 703,524 | 0.16% | 16q | +114.4%+$131.4M |
| DIMENSIONAL FUND ADVISORS LP | $211.5M | 604,176 | 0.04% | 31q | -5.1%-$11.3M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $192.1M | 548,711 | 0.02% | 31q | +140.1%+$112.1M |
| WASATCH ADVISORS LP | $167.2M | 477,687 | 1.09% | 2q | +65.7%+$66.3M |
| Capital World Investors | $166.2M | 474,911 | 0.02% | 4q | -36.7%-$96.3M |
| MORGAN STANLEY | $159.2M | 454,821 | 0.01% | 35q | -2.5%-$4.0M |
| GENEVA CAPITAL MANAGEMENT LLC | $157.2M | 449,149 | 3.60% | 26q | -28.3%-$62.1M |
| Conestoga Capital Advisors, LLC | $156.5M | 447,077 | 3.40% | 31q | -17.5%-$33.2M |
| NEUBERGER BERMAN GROUP LLC | $123.6M | 353,125 | 0.08% | 13q | -43.6%-$95.7M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $120.4M | 343,856 | 0.79% | 31q | -15.4%-$21.8M |
| AMERICAN CENTURY COMPANIES INC | $117.2M | 334,828 | 0.05% | 15q | +4701.8%+$114.8M |
| Hood River Capital Management LLC | $115.6M | 330,297 | 0.84% | 6q | +8.6%+$9.2M |
| Nuveen, LLC | $109.9M | 313,925 | 0.03% | 6q | -13.4%-$17.1M |
| NORGES BANK | $109.1M | 311,551 | 0.01% | 32q | +560.0%+$92.5M |
| FMR LLC | $106.8M | 305,227 | 0.00% | 31q | +619.9%+$92.0M |
| HAWK RIDGE CAPITAL MANAGEMENT LP | $105.5M | 301,500 | 3.38% | 2q | +78.8%+$46.5M |
| NORTHERN TRUST CORP | $105.0M | 300,093 | 0.01% | 31q | +7.0%+$6.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $105.0M | 299,912 | 0.01% | 31q | HELD |
| Driehaus Capital Management LLC | $100.8M | 287,995 | 0.58% | 6q | +55.1%+$35.8M |
| ALLIANCEBERNSTEIN L.P. | $95.8M | 340,594 | 0.03% | 31q | -8.8%-$9.2M |
| AMERIPRISE FINANCIAL INC | $95.4M | 272,421 | 0.02% | 31q | +200.3%+$63.6M |
| GOLDMAN SACHS GROUP INC | $94.9M | 271,160 | 0.01% | 31q | -7.0%-$7.2M |
| ROYCE & ASSOCIATES LP | $91.8M | 262,164 | 0.74% | 26q | -23.3%-$27.9M |
| LOOMIS SAYLES & CO L P | $89.9M | 256,813 | 0.11% | 14q | -14.6%-$15.4M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $89.1M | 254,481 | 0.13% | 3q | -36.3%-$50.7M |
| WELLINGTON MANAGEMENT GROUP LLP | $83.3M | 238,029 | 0.01% | 8q | HELD |
| Capital International Investors | $71.9M | 205,470 | 0.01% | 2q | +2.7%+$1.9M |
| VANGUARD FIDUCIARY TRUST CO | $65.2M | 186,184 | 0.01% | 2q | +3.2%+$2.0M |
| EMERALD ADVISERS, LLC | $62.9M | 179,798 | 1.48% | 5q | +10.5%+$6.0M |
| Bank of New York Mellon Corp | $61.4M | 175,308 | 0.01% | 31q | +3.4%+$2.0M |
| PRINCIPAL FINANCIAL GROUP INC | $53.2M | 151,892 | 0.03% | 31q | +1.8%+$930.8K |
| BANK OF AMERICA CORP /DE/ | $51.3M | 146,461 | 0.00% | 31q | -22.0%-$14.5M |
| ROYAL BANK OF CANADA | $48.6M | 138,785 | 0.01% | 31q | -14.3%-$8.1M |
| Select Equity Group, L.P. | $48.0M | 137,044 | 0.24% | 3q | +190.0%+$31.4M |
| FRANKLIN RESOURCES INC | $46.6M | 133,270 | 0.01% | 13q | +276.6%+$34.3M |
| UBS Group AG | $42.7M | 122,017 | 0.01% | 31q | +268.8%+$31.1M |
| EMERALD MUTUAL FUND ADVISERS TRUST | $40.8M | 116,457 | 1.43% | 5q | +18.2%+$6.3M |
| Rockefeller Capital Management L.P. | $40.3M | 115,252 | 0.06% | 7q | -36.0%-$22.7M |
| BESSEMER GROUP INC | $37.6M | 107,459 | 0.05% | 13q | +41.7%+$11.1M |
| CRAWFORD INVESTMENT COUNSEL INC | $37.2M | 106,229 | 0.62% | 31q | -7.8%-$3.2M |
| Tributary Capital Management, LLC | $36.3M | 103,844 | 2.99% | 10q | -26.3%-$13.0M |
| GHP Investment Advisors, Inc. | $32.0M | 91,295 | 1.17% | 31q | -2.6%-$866.7K |
| FEDERATED HERMES, INC. | $31.8M | 90,770 | 0.05% | 9q | -2.9%-$964.4K |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | $31.3M | 89,358 | 0.11% | 31q | -22.8%-$9.3M |
| Public Sector Pension Investment Board | $31.2M | 89,019 | 0.08% | 31q | -3.9%-$1.3M |
| OP Asset Management Ltd | $31.1M | 88,794 | 0.33% | 6q | +144.7%+$18.4M |
| SEI INVESTMENTS CO | $30.5M | 87,158 | 0.03% | 31q | +9.4%+$2.6M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $29.0M | 82,926 | 0.15% | 17q | +5.9%+$1.6M |
| PRUDENTIAL FINANCIAL INC | $27.9M | 79,775 | 0.03% | 34q | -18.9%-$6.5M |
| TWO SIGMA INVESTMENTS, LP | $26.8M | 76,702 | 0.02% | 2q | -29.9%-$11.4M |
| VICTORY CAPITAL MANAGEMENT INC | $24.3M | 69,434 | 0.01% | 31q | +23.2%+$4.6M |
| ENVESTNET ASSET MANAGEMENT INC | $24.0M | 68,626 | 0.01% | 31q | -21.1%-$6.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $23.4M | 66,990 | 0.00% | 31q | +1.9%+$446.3K |
| AMERICAN CAPITAL MANAGEMENT INC | $22.9M | 65,312 | 1.03% | 2q | +70.0%+$9.4M |
| DF DENT & CO INC | $22.1M | 63,005 | 0.42% | 5q | -13.9%-$3.5M |
| COMMERCE BANK | $21.9M | 62,691 | 0.10% | 11q | HELD |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $21.9M | 63,422 | 0.02% | 31q | -6.0%-$1.4M |
| RHUMBLINE ADVISERS | $21.9M | 62,449 | 0.02% | 31q | -10.7%-$2.6M |
| SEGALL BRYANT & HAMILL, LLC | $21.6M | 61,605 | 0.26% | 3q | +1.8%+$378.7K |
| FULLER & THALER ASSET MANAGEMENT, INC. | $21.0M | 60,087 | 0.06% | 6q | -68.0%-$44.8M |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $20.9M | 59,728 | 0.20% | 31q | -6.1%-$1.3M |
| Legal & General Group Plc | $20.8M | 59,316 | 0.00% | 31q | -2.5%-$528.6K |
| Tidal Investments LLC | $19.6M | 56,101 | 0.03% | 5q | -24.4%-$6.3M |
| Advent International, L.P. | $19.6M | 56,100 | 0.11% | new | NEW |
| FIFTH THIRD BANCORP | $19.0M | 54,167 | 0.03% | 30q | -14.7%-$3.3M |
| PEREGRINE CAPITAL MANAGEMENT LLC | $18.6M | 53,057 | 0.60% | 4q | -7.4%-$1.5M |
| Swiss National Bank | $18.2M | 51,960 | 0.01% | 31q | +1.5%+$266.0K |
| WELLS FARGO & COMPANY/MN | $18.1M | 51,606 | 0.00% | 31q | +18.8%+$2.9M |
| FIRST TRUST ADVISORS LP | $17.4M | 49,627 | 0.01% | 31q | +38.7%+$4.8M |
| JPMORGAN CHASE & CO | $16.3M | 45,934 | 0.00% | 31q | -31.3%-$7.4M |
| Connor, Clark & Lunn Investment Management Ltd. | $15.7M | 44,725 | 0.03% | 7q | +10.1%+$1.4M |
| MARSHALL WACE, LLP | $15.6M | 44,509 | 0.01% | 4q | -6.0%-$992.4K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $15.0M | 42,987 | 0.02% | 6q | +19.7%+$2.5M |
| CONGRUENCE CAPITAL, LLC | $14.9M | 42,575 | 3.89% | 2q | -49.2%-$14.4M |
| Russell Investments Group, Ltd. | $14.7M | 42,027 | 0.01% | 31q | HELD |
| Thrivent Financial for Lutherans | $13.8M | 39,445 | 0.02% | 31q | +119.2%+$7.5M |
| Premier Fund Managers Ltd | $13.2M | 38,284 | 1.20% | 8q | +2270.5%+$12.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $13.0M | 37,224 | 0.01% | 31q | -1.3%-$169.4K |
| Advisors Asset Management, Inc. | $13.0M | 37,077 | 0.20% | 8q | -0.7%-$94.5K |
| Creative Planning | $12.8M | 36,585 | 0.01% | 16q | +18.7%+$2.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12.5M incl. $4.8M options CALL+PUT | 22,026 | 0.00% | 16q | +91.1%+$5.9M |
| Emerald Investment Advisers, LLC | $12.3M | 35,089 | 0.82% | 2q | +6.0%+$698.0K |
| RAYMOND JAMES FINANCIAL INC | $12.2M | 34,780 | 0.00% | 6q | +15.2%+$1.6M |
| AXIOM INVESTORS LLC /DE | $11.5M | 32,810 | 0.10% | new | NEW |
| CASTLEARK MANAGEMENT LLC | $11.1M | 31,572 | 0.30% | 5q | +76.9%+$4.8M |
| JENNISON ASSOCIATES LLC | $10.9M | 31,201 | 0.01% | new | NEW |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $10.8M | 30,865 | 0.23% | 9q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $10.5M | 30,046 | 0.01% | 31q | HELD |
| PEAK6 LLC | $10.5M incl. $10.5M options CALL | 2 | 0.02% | 2q | -33.3%-$5.3M |
| GLOBEFLEX CAPITAL L P | $10.3M | 29,489 | 1.32% | 6q | -8.6%-$977.3K |
| DEUTSCHE BANK AG\ | $10.2M | 29,056 | 0.00% | 34q | +18.7%+$1.6M |
| Pier Capital, LLC | $10.1M | 28,971 | 1.34% | 3q | -1.7%-$174.3K |
| ALGERT GLOBAL LLC | $10.1M | 28,757 | 0.12% | 3q | -5.2%-$549.6K |
| Ceredex Value Advisors LLC | $9.4M | 26,750 | 0.26% | 10q | -20.4%-$2.4M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-08 | 13D | TBG AG | 16.4% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-02 | 2026-10-01 | Acquisition or disposal completed Directors or officers departed or appointed Material agreement entered Material agreement terminated | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 110 | $285.2M | 1,076,386 | 10 | 36 | 32 | 0.0% |
| Q2 2026 | 452 | $9.1B | 25,915,288 | 64 | 134 | 170 | 0.3% |
| Q1 2026 | 435 | $7.0B | 24,914,357 | 84 | 136 | 144 | 0.2% |
| Q4 2025 | 394 | $5.0B | 25,414,362 | 60 | 139 | 122 | 0.1% |
| Q3 2025 | 366 | $5.3B | 25,238,421 | 43 | 116 | 137 | 0.1% |
| Q2 2025 | 366 | $4.9B | 25,410,415 | 61 | 123 | 117 | 0.0% |
| Q1 2025 | 337 | $4.0B | 24,895,156 | 68 | 106 | 102 | 0.0% |
| Q4 2024 | 284 | $3.3B | 24,938,353 | 30 | 94 | 88 | 0.0% |
| Q3 2024 | 257 | $3.2B | 25,046,884 | 29 | 92 | 73 | 0.0% |
| Q2 2024 | 257 | $2.6B | 24,757,509 | 40 | 88 | 73 | 0.0% |
| Q1 2024 | 243 | $2.7B | 25,161,237 | 42 | 71 | 73 | 0.0% |
| Q4 2023 | 220 | $2.9B | 24,967,914 | 22 | 65 | 72 | 0.0% |
| Q3 2023 | 201 | $2.5B | 24,331,545 | 13 | 53 | 75 | 0.0% |
| Q2 2023 | 200 | $2.5B | 24,301,755 | 24 | 58 | 65 | 0.0% |
| Q1 2023 | 191 | $2.3B | 24,308,226 | 15 | 64 | 64 | 0.0% |
| Q4 2022 | 199 | $2.1B | 24,301,994 | 33 | 58 | 72 | 0.0% |
| Q3 2022 | 165 | $2.0B | 26,569,868 | 13 | 51 | 60 | 0.0% |
| Q2 2022 | 172 | $1.8B | 26,676,032 | 25 | 48 | 60 | 0.0% |
| Q1 2022 | 173 | $1.9B | 26,641,143 | 17 | 67 | 52 | 0.0% |
| Q4 2021 | 187 | $2.9B | 32,177,177 | 24 | 61 | 61 | 0.0% |
| Q3 2021 | 189 | $2.5B | 32,521,932 | 29 | 62 | 64 | 0.0% |
| Q2 2021 | 177 | $3.0B | 32,379,802 | 22 | 60 | 55 | 0.0% |
| Q1 2021 | 179 | $3.5B | 32,088,438 | 16 | 49 | 70 | 0.0% |
| Q4 2020 | 196 | $3.4B | 33,187,422 | 25 | 60 | 62 | 0.0% |
| Q3 2020 | 189 | $2.6B | 32,597,407 | 21 | 59 | 62 | 0.0% |
| Q2 2020 | 186 | $2.8B | 32,916,266 | 17 | 62 | 60 | 0.0% |
| Q1 2020 | 192 | $3.4B | 44,380,839 | 22 | 59 | 65 | 0.0% |
| Q4 2019 | 200 | $3.4B | 36,635,975 | 30 | 55 | 64 | 0.0% |
| Q3 2019 | 190 | $2.9B | 36,628,988 | 27 | 63 | 55 | 0.0% |
| Q2 2019 | 177 | $3.1B | 37,800,888 | 21 | 59 | 50 | 0.1% |
| Q1 2019 | 179 | $2.2B | 33,254,069 | 26 | 61 | 50 | 0.0% |
| Q4 2018 | 173 | $2.3B | 34,318,997 | 3 | 3 | 5 | 0.0% |