DaveManuel.com · Institutional Ownership · Who Owns It
ESQUIRE FINL HLDGS INC (ESQ)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
166
Reporting holders
$759.8M
Reported value
52.8%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+0
Holder change
Institutions report 6,386,355 shares against 12,104,583 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.
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. | $71.7M | 601,624 | 0.00% | 8q | +9.3%+$6.1M |
| Mawer Investment Management Ltd. | $69.5M | 583,871 | 0.47% | 7q | -19.5%-$16.8M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $44.0M | 369,416 | 1.75% | 31q | +37.5%+$12.0M |
| STATE STREET CORP | $42.0M | 352,787 | 0.00% | 31q | +32.5%+$10.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $37.8M | 317,112 | 0.00% | 2q | +1.7%+$630.0K |
| Ampfield Management, L.P. | $37.3M | 313,470 | 37.25% | 8q | +34.4%+$9.6M |
| Copeland Capital Management, LLC | $35.3M | 296,535 | 0.73% | 8q | -2.7%-$966.2K |
| WASATCH ADVISORS LP | $34.8M | 292,242 | 0.23% | 31q | -15.1%-$6.2M |
| AMERICAN CENTURY COMPANIES INC | $29.3M | 245,685 | 0.01% | 16q | +6.9%+$1.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $28.9M | 242,287 | 0.00% | 31q | +7.8%+$2.1M |
| DIMENSIONAL FUND ADVISORS LP | $24.4M | 204,697 | 0.00% | 30q | +1.9%+$463.3K |
| Langdon Equity Partners | $22.5M | 189,000 | 12.58% | 3q | +34.7%+$5.8M |
| ROYCE & ASSOCIATES LP | $20.5M | 172,177 | 0.17% | 6q | +6.1%+$1.2M |
| GW&K Investment Management, LLC | $16.7M | 140,582 | 0.13% | 13q | -3.3%-$575.8K |
| NORTHERN TRUST CORP | $14.7M | 123,360 | 0.00% | 31q | +3.7%+$525.5K |
| Gator Capital Management, LLC | $12.0M | 100,896 | 2.52% | 19q | +2.6%+$303.7K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $10.8M | 90,361 | 0.00% | 2q | -1.9%-$208.9K |
| MORGAN STANLEY | $10.4M | 87,597 | 0.00% | 35q | -34.0%-$5.4M |
| RENAISSANCE TECHNOLOGIES LLC | $9.5M | 79,600 | 0.01% | 3q | +42.1%+$2.8M |
| ALLIANCEBERNSTEIN L.P. | $8.3M | 77,157 | 0.00% | 21q | +0.7%+$53.8K |
| GOLDMAN SACHS GROUP INC | $8.0M | 67,334 | 0.00% | 16q | -6.4%-$551.8K |
| Granite Investment Partners, LLC | $7.3M | 61,306 | 0.37% | 2q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.8M | 56,931 | 0.00% | 17q | +2.6%+$173.7K |
| VANGUARD FIDUCIARY TRUST CO | $5.9M | 49,704 | 0.00% | 2q | +3.4%+$192.0K |
| Pembroke Management, LTD | $5.8M | 48,740 | 0.41% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $5.8M | 48,410 | 0.00% | 5q | -5.1%-$309.7K |
| TWO SIGMA INVESTMENTS, LP | $5.5M | 46,331 | 0.00% | 19q | +118.7%+$3.0M |
| UBS Group AG | $5.2M | 43,552 | 0.00% | 31q | +50.3%+$1.7M |
| Uniplan Investment Counsel, Inc. | $5.0M | 41,587 | 0.46% | 4q | +67.5%+$2.0M |
| RAYMOND JAMES FINANCIAL INC | $4.7M | 39,796 | 0.00% | 7q | +536.9%+$4.0M |
| Squarepoint Ops LLC | $4.7M | 39,769 | 0.01% | 2q | +1235.9%+$4.4M |
| Numerai GP LLC | $4.4M | 36,627 | 0.36% | 8q | +29.4%+$991.2K |
| Russell Investments Group, Ltd. | $4.3M | 36,272 | 0.00% | 14q | -9.6%-$461.1K |
| FIRST MANHATTAN CO. LLC. | $4.3M | 35,928 | 0.01% | 25q | -25.4%-$1.5M |
| Horizon Investment Services, LLC | $4.2M | 35,501 | 1.18% | 16q | +1.6%+$67.5K |
| Bank of New York Mellon Corp | $4.0M | 33,940 | 0.00% | 31q | -5.8%-$249.7K |
| Rosenthal | Henry Capital Advisors, Inc. | $3.7M | 31,187 | 3.25% | 10q | -18.0%-$815.9K |
| RBF Capital, LLC | $3.6M | 30,000 | 0.15% | 21q | HELD |
| Cox Capital Mgt LLC | $3.2M | 27,069 | 1.79% | 15q | HELD |
| CITADEL ADVISORS LLC | $3.1M | 26,114 | 0.00% | new | NEW |
| Nuveen, LLC | $3.1M | 25,730 | 0.00% | 6q | +40.9%+$888.9K |
| MARSHALL WACE, LLP | $2.5M | 21,059 | 0.00% | 2q | -34.9%-$1.3M |
| JPMORGAN CHASE & CO | $2.5M | 21,061 | 0.00% | 31q | -21.6%-$687.8K |
| BANK OF AMERICA CORP /DE/ | $2.5M | 20,636 | 0.00% | 31q | -76.4%-$8.0M |
| STIFEL FINANCIAL CORP | $2.4M | 20,486 | 0.00% | 5q | +2.1%+$49.9K |
| SEI INVESTMENTS CO | $2.4M | 20,116 | 0.00% | 5q | -23.5%-$737.5K |
| ROYAL BANK OF CANADA | $2.3M | 19,315 | 0.00% | 27q | -3.6%-$87.0K |
| EMERALD MUTUAL FUND ADVISERS TRUST | $2.2M | 18,513 | 0.08% | 17q | HELD |
| XTX Topco Ltd | $2.2M | 18,327 | 0.03% | 2q | +62.0%+$835.3K |
| WELLS FARGO & COMPANY/MN | $2.2M | 18,190 | 0.00% | 31q | +29.0%+$487.2K |
| PRINCIPAL FINANCIAL GROUP INC | $2.1M | 18,030 | 0.00% | 5q | +8.3%+$165.0K |
| Corient Private Wealth LP | $1.9M | 15,838 | 0.00% | 15q | -1.6%-$31.0K |
| CITIGROUP INC | $1.8M | 15,288 | 0.00% | 18q | -29.0%-$742.1K |
| Swiss National Bank | $1.8M | 15,200 | 0.00% | 6q | +6.3%+$107.2K |
| AMERIPRISE FINANCIAL INC | $1.8M | 14,852 | 0.00% | 14q | +0.6%+$10.0K |
| BARCLAYS PLC | $1.7M | 14,004 | 0.00% | 17q | +49.2%+$550.1K |
| TUDOR INVESTMENT CORP ET AL | $1.7M | 13,873 | 0.00% | 2q | -39.7%-$1.1M |
| NEW YORK STATE COMMON RETIREMENT FUND | $1.6M | 13,613 | 0.00% | 17q | HELD |
| HighTower Advisors, LLC | $1.6M | 13,216 | 0.00% | 19q | +1.7%+$26.1K |
| MILLENNIUM MANAGEMENT LLC | $1.6M | 13,186 | 0.00% | 4q | +81.3%+$704.1K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1.6M | 13,077 | 0.01% | 17q | +67.9%+$630.1K |
| Cetera Investment Advisers | $1.4M | 11,645 | 0.00% | 15q | -5.2%-$76.1K |
| D. E. Shaw & Co., Inc. | $1.3M | 10,640 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $1.2M | 10,416 | 0.00% | 17q | +2.9%+$35.1K |
| Quantbot Technologies LP | $1.2M | 10,331 | 0.05% | 4q | +96.3%+$603.6K |
| Grandeur Peak Global Advisors, LLC | $1.2M | 10,253 | 0.28% | 31q | -10.7%-$145.9K |
| Rafferty Asset Management, LLC | $1.1M | 9,197 | 0.00% | 6q | +13.5%+$130.5K |
| Creative Planning | $1.1M | 8,877 | 0.00% | 7q | +75.9%+$456.1K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.1M | 8,876 | 0.00% | 17q | +25.3%+$213.4K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1.1M | 8,829 | 0.02% | 3q | +28.0%+$230.0K |
| Bahl & Gaynor LLC | $1.0M | 8,600 | 0.00% | 8q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $998.7K | 8,385 | 0.00% | 17q | +91.3%+$476.6K |
| Legal & General Group Plc | $986.8K | 8,285 | 0.00% | 17q | +28.1%+$216.5K |
| AQR CAPITAL MANAGEMENT LLC | $981.7K | 8,242 | 0.00% | 16q | +3.9%+$37.3K |
| DEUTSCHE BANK AG\ | $897.4K | 7,534 | 0.00% | 17q | +13.7%+$108.2K |
| Quantinno Capital Management LP | $892.8K | 7,496 | 0.00% | 4q | +51.7%+$304.4K |
| Y-Intercept (Hong Kong) Ltd | $861.0K | 7,229 | 0.02% | new | NEW |
| HSBC HOLDINGS PLC | $851.3K | 7,136 | 0.00% | 2q | +9.8%+$76.0K |
| VANGUARD ASSET MANAGEMENT, Ltd | $806.1K | 6,768 | 0.00% | 2q | +50.7%+$271.3K |
| Sanctuary Advisors, LLC | $745.5K | 6,259 | 0.00% | 9q | +1.2%+$9.2K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $713.0K | 5,981 | 0.00% | 7q | +15.2%+$94.1K |
| Vise Technologies, Inc. | $681.8K | 5,724 | 0.01% | 3q | -0.7%-$4.8K |
| PDT Partners, LLC | $680.7K | 5,715 | 0.04% | 7q | +89.6%+$321.6K |
| FIRST TRUST ADVISORS LP | $648.0K | 5,440 | 0.00% | 16q | -52.3%-$709.2K |
| STATE OF WISCONSIN INVESTMENT BOARD | $622.5K | 5,226 | 0.00% | 7q | -6.1%-$40.3K |
| Invesco Ltd. | $607.5K | 5,100 | 0.00% | 17q | -75.2%-$1.8M |
| MALTESE CAPITAL MANAGEMENT LLC | $595.5K | 5,000 | 0.11% | 31q | -45.8%-$503.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $558.0K | 4,685 | 0.00% | 6q | HELD |
| ALPS ADVISORS INC | $542.1K | 4,551 | 0.00% | 6q | +1.1%+$6.1K |
| Arcus Capital Partners, LLC | $535.5K | 4,496 | 0.22% | 6q | +13.7%+$64.4K |
| MetLife Investment Management, LLC | $511.0K | 4,290 | 0.00% | 17q | +6.7%+$32.2K |
| BFC Planning, Inc. | $507.8K | 4,263 | 0.02% | 7q | -14.4%-$85.2K |
| SG Americas Securities, LLC | $475.0K | 3,986 | 0.00% | 8q | +63.4%+$184.2K |
| Vanguard Global Advisers, LLC | $457.6K | 3,842 | 0.00% | 2q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $402.0K | 3,375 | 0.00% | 9q | HELD |
| Entropy Technologies, LP | $394.3K | 3,310 | 0.02% | new | NEW |
| FMR LLC | $390.9K | 3,282 | 0.00% | 18q | -1.0%-$3.8K |
| Boston Partners | $384.0K | 3,224 | 0.00% | 14q | -29.9%-$164.0K |
| BESSEMER GROUP INC | $375.0K | 3,145 | 0.00% | 5q | -0.8%-$3.0K |
| Meridian Wealth Management, LLC | $357.3K | 3,000 | 0.01% | 7q | HELD |
Showing the largest 100 of 166 reported holders.
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 |
|---|---|---|---|
| 2026-08-03 | 2026-08-01 | Acquisition or disposal completed Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-18 | Sagliocca Andrew C | Vice Chairman, President & CEO | Sold | 10,000 | $1.2M |
| 2026-07-30 | Mitzman Robert | Director | Sold | 3,000 | $388.8K |
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 | 34 | $76.3M | 655,393 | 11 | 5 | 6 | 0.0% |
| Q2 2026 | 166 | $759.8M | 6,386,355 | 19 | 70 | 48 | 0.0% |
| Q1 2026 | 166 | $657.7M | 6,128,963 | 19 | 52 | 55 | 0.0% |
| Q4 2025 | 159 | $603.5M | 5,899,760 | 11 | 56 | 47 | 0.0% |
| Q3 2025 | 161 | $595.1M | 5,833,510 | 25 | 52 | 43 | 0.0% |
| Q2 2025 | 154 | $558.6M | 5,901,210 | 36 | 41 | 45 | 0.0% |
| Q1 2025 | 133 | $421.9M | 5,596,886 | 19 | 42 | 38 | 0.0% |
| Q4 2024 | 125 | $394.2M | 4,964,246 | 21 | 36 | 36 | 0.0% |
| Q3 2024 | 111 | $309.4M | 4,743,136 | 22 | 37 | 32 | 0.0% |
| Q2 2024 | 102 | $216.1M | 4,539,515 | 15 | 30 | 38 | 0.0% |
| Q1 2024 | 93 | $224.1M | 4,720,967 | 11 | 32 | 28 | 0.0% |
| Q4 2023 | 90 | $226.2M | 4,528,626 | 6 | 37 | 26 | 0.0% |
| Q3 2023 | 87 | $206.8M | 4,527,012 | 7 | 24 | 30 | 0.0% |
| Q2 2023 | 85 | $210.7M | 4,606,777 | 7 | 26 | 34 | 0.0% |
| Q1 2023 | 85 | $178.1M | 4,558,010 | 9 | 42 | 22 | 0.0% |
| Q4 2022 | 79 | $198.3M | 4,585,555 | 8 | 30 | 27 | 0.0% |
| Q3 2022 | 69 | $751.4M | 20,010,405 | 10 | 20 | 25 | 0.0% |
| Q2 2022 | 65 | $747.6M | 22,451,503 | 20 | 20 | 17 | 0.0% |
| Q1 2022 | 50 | $1.3B | 39,860,000 | 6 | 18 | 15 | 0.0% |
| Q4 2021 | 47 | $1.5B | 46,653,676 | 9 | 10 | 7 | 0.0% |
| Q3 2021 | 40 | $112.9M | 3,939,779 | 3 | 12 | 14 | 0.0% |
| Q2 2021 | 45 | $82.3M | 3,470,124 | 11 | 9 | 15 | 0.0% |
| Q1 2021 | 50 | $86.3M | 3,784,628 | 8 | 18 | 15 | 0.0% |
| Q4 2020 | 46 | $70.0M | 3,649,209 | 1 | 18 | 15 | 0.0% |
| Q3 2020 | 50 | $55.6M | 3,706,579 | 2 | 17 | 18 | 0.0% |
| Q2 2020 | 50 | $65.0M | 3,848,394 | 7 | 17 | 12 | 0.0% |
| Q1 2020 | 46 | $58.1M | 3,859,351 | 2 | 14 | 20 | 0.0% |
| Q4 2019 | 49 | $106.2M | 4,074,192 | 6 | 23 | 7 | 0.0% |
| Q3 2019 | 45 | $89.3M | 3,602,950 | 3 | 17 | 10 | 0.0% |
| Q2 2019 | 43 | $87.7M | 3,485,401 | 4 | 20 | 11 | 0.0% |
| Q1 2019 | 40 | $77.4M | 3,398,682 | 2 | 14 | 14 | 0.0% |
| Q4 2018 | 42 | $70.2M | 3,233,612 | 0 | 0 | 2 | 0.0% |