ESCO Ownership | Who Owns ESCO?
ESCO Ownership Summary
ESCO is owned by 96.09% institutional investors, 1.55% insiders, and 2.35% retail investors. Blackrock is the largest institutional shareholder, holding 15.16% of ESE shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.42% of its assets in ESCO shares.
ESE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | ESCO | 96.09% | 1.55% | 2.35% |
| Sector | Technology Stocks | 54.54% | 11.27% | 34.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.91M | 15.16% | $410.73M |
| Vanguard group | 2.86M | 11.09% | $300.40M |
| Dimensional fund advisors lp | 1.37M | 5.32% | $144.20M |
| Champlain investment partners | 1.26M | 4.90% | $132.66M |
| T. rowe price investment management | 1.07M | 4.14% | $112.07M |
| Conestoga capital advisors | 1.03M | 3.99% | $108.09M |
| State street | 1.00M | 3.89% | $105.51M |
| Neuberger berman group | 937.68K | 3.64% | $98.49M |
| Geneva capital management | 845.15K | 3.28% | $88.77M |
| Royce & associates lp | 656.80K | 2.55% | $68.99M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Conestoga capital advisors | 1.03M | 1.62% | $108.09M |
| Geneva capital management | 845.15K | 1.62% | $88.77M |
| Dean capital management | 11.38K | 1.54% | $1.20M |
| Tributary capital management | 140.08K | 1.22% | $14.71M |
| Advantage alpha capital partners lp | 43.01K | 0.99% | $4.52M |
| Champlain investment partners | 1.26M | 0.81% | $132.66M |
| Cardinal capital management llc /ct | 23.63K | 0.68% | $2.48M |
| Royce & associates lp | 656.80K | 0.64% | $68.99M |
| Ghp investment advisors | 106.14K | 0.56% | $11.15M |
| Dean investment associates | 30.84K | 0.46% | $3.24M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nuveen asset management | 630.84K | 0.02% | 225.08K |
| Norges bank | 161.28K | 0.00% | 161.28K |
| Federated hermes | 148.82K | 0.04% | 148.82K |
| F/m investments | 90.00K | 0.34% | 90.00K |
| Morgan stanley | 313.94K | 0.00% | 58.31K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 1.07M | 0.07% | -420.24K |
| Select equity group | - | - | -395.46K |
| Capital investors | - | - | -205.48K |
| Goldman sachs group | 122.38K | 0.00% | -166.43K |
| Commerce bank | 50.31K | 0.03% | -143.09K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 161.28K | 0.00% | 161.28K | $16.94M |
| Federated hermes | 148.82K | 0.04% | 148.82K | $15.63M |
| F/m investments | 90.00K | 0.34% | 90.00K | $9.45M |
| Kornitzer capital management inc /ks | 30.86K | 0.06% | 30.86K | $3.24M |
| Dean investment associates | 30.84K | 0.46% | 30.84K | $3.24M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Covestor | -4.00 |
| Stephens consulting | -14.00 |
| Nelson, van denburg & campbell wealth management group | -17.00 |
| Systm wealth solutions | -22.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 253 | -0.78% | 24,861,224 | 0.67% | 96 | 1.05% | 131 | -4.38% | 75 | -1.32% |
| Jun 30, 2024 | 251 | 3.29% | 24,690,640 | 1.25% | 95 | 1.07% | 134 | 3.08% | 76 | 2.70% |
| Mar 31, 2024 | 243 | 11.98% | 24,386,594 | -1.08% | 94 | 1.04% | 130 | 38.30% | 74 | -7.50% |
| Dec 31, 2023 | 217 | 10.15% | 24,653,692 | 3.04% | 95 | 1.11% | 94 | 25.33% | 80 | -3.61% |
| Sep 30, 2023 | 197 | - | 23,927,400 | -1.52% | 92 | 1.04% | 75 | -12.79% | 83 | 15.28% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.65M | 6.42% | 1.50K |
| Champlain Small Company Fund, LLC | 882.47K | 3.43% | -14.77K |
| Vanguard Total Stock Mkt Idx Inv | 815.01K | 3.16% | -4.88K |
| Conestoga Small Cap Investors | 753.48K | 2.93% | 21.25K |
| iShares Russell 2000 ETF | 660.52K | 2.56% | -1.48K |
| Vanguard Small Cap Index | 645.61K | 2.51% | 1.25K |
| Neuberger Berman Genesis Inv | 621.96K | 2.42% | 3.08K |
| Champlain Small Company Adv | 505.00K | 1.96% | 10.00K |
| Vanguard Small Cap Value Index Inv | 436.37K | 1.69% | -152.00 |
| Delaware Small Cap Core I | 404.28K | 1.57% | -2.51K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 22, 2024 | Valdez Gloria L | - | Sell | $349.05K |
| Aug 20, 2024 | KHILNANI VINOD M | - | Sell | $472.84K |
| Aug 19, 2024 | KHILNANI VINOD M | - | Sell | $7.28K |
| Mar 05, 2024 | Olivier Leon J | - | Sell | $90.23K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 1 |
| 2023 Q4 | - | - |
ESE Ownership FAQ
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