Esquire Financial Ownership | Who Owns Esquire Financial?
Esquire Financial Ownership Summary
Esquire Financial is owned by 31.49% institutional investors, 17.10% insiders, and 51.41% retail investors. Blackrock is the largest institutional shareholder, holding 6.89% of ESQ shares. Mawer Global Small Cap A is the top mutual fund, with 6.55% of its assets in Esquire Financial shares.
ESQ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Esquire Financial | 31.49% | 17.10% | 51.41% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 536.46K | 6.89% | $25.54M |
| Blackrock funding, inc. /de | 529.61K | 6.78% | $42.10M |
| Wasatch advisors lp | 462.60K | 5.92% | $36.78M |
| Mawer investment management | 420.21K | 5.38% | $33.41M |
| Vanguard group | 387.73K | 4.96% | $30.82M |
| Basswood capital management | 268.73K | 3.44% | $21.36M |
| Ampfield management | 251.63K | 3.22% | $20.00M |
| Gw&k investment management | 220.40K | 2.82% | $17.52M |
| Dimensional fund advisors lp | 203.38K | 2.60% | $16.17M |
| Geode capital management | 185.90K | 2.38% | $14.78M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ampfield management | 251.63K | 20.82% | $20.00M |
| Elizabeth park capital advisors | 48.21K | 3.12% | $3.83M |
| John w. rosenthal capital management | 40.80K | 3.00% | $3.24M |
| Gator capital management | 93.06K | 2.78% | $7.40M |
| Cox capital mgt | 41.58K | 2.12% | $3.31M |
| Basswood capital management | 268.73K | 1.24% | $21.36M |
| Pacific ridge capital partners | 66.41K | 1.21% | $5.28M |
| Horizon investment services | 33.39K | 1.13% | $2.65M |
| Maltese capital management | 92.00K | 1.12% | $7.31M |
| Grandeur peak global advisors | 82.98K | 0.59% | $6.60M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mawer investment management | 420.21K | 0.15% | 420.21K |
| Ampfield management | 251.63K | 20.82% | 24.77K |
| American century companies | 166.91K | 0.01% | 24.00K |
| Blackrock | 536.46K | 0.00% | 21.87K |
| Vanguard group | 387.73K | 0.00% | 21.27K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wasatch advisors lp | 462.60K | 0.18% | -103.40K |
| Bank of america corp /de/ | 4.75K | - | -102.73K |
| Jacobs asset management | - | - | -65.89K |
| Assenagon asset management | - | - | -36.06K |
| Millennium management | 2.93K | 0.00% | -32.82K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mawer investment management | 420.21K | 0.15% | 420.21K | $33.41M |
| Harvest fund management | 8.26K | 0.03% | 8.26K | $657.00K |
| Raymond james financial | 6.85K | 0.00% | 6.85K | $544.65K |
| Options solutions | 6.13K | 0.21% | 6.13K | $487.49K |
| Exoduspoint capital management, lp | 3.85K | 0.00% | 3.85K | $306.00K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Capital performance advisors llp | -49.00 |
| Federated hermes | -52.00 |
| Nverses capital | -100.00 |
| Picton mahoney asset management | -193.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 51 | -53.64% | 2,461,155 | -47.75% | 31 | 0.87% | 29 | -52.46% | 11 | -68.57% |
| Sep 30, 2024 | 108 | 5.88% | 4,699,975 | 4.06% | 60 | 1.79% | 59 | 13.46% | 35 | -10.26% |
| Jun 30, 2024 | 102 | 9.68% | 4,516,420 | -2.90% | 58 | 1.60% | 52 | 13.04% | 39 | 21.88% |
| Mar 31, 2024 | 93 | 4.49% | 4,651,098 | 3.78% | 60 | 2.09% | 46 | -4.17% | 32 | 14.29% |
| Dec 31, 2023 | 89 | 3.49% | 4,481,862 | -0.54% | 53 | 1.57% | 48 | 37.14% | 28 | -9.68% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Mawer Global Small Cap A | 552.10K | 6.55% | 17.59K |
| Wasatch Micro Cap | 286.61K | 3.43% | -85.80K |
| Vanguard Total Stock Mkt Idx Inv | 222.15K | 2.66% | - |
| Vanguard US Total Market Shares ETF | 222.04K | 2.63% | - |
| iShares Russell 2000 ETF | 189.82K | 2.25% | -1.65K |
| Avantis US Small Cap Value ETF | 155.50K | 1.84% | 150.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 103.58K | 1.24% | 192.00 |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 91.57K | 1.10% | -5.36K |
| Mawer U.S. Mid Cap Equity A | 85.40K | 1.01% | 5.89K |
| SPDR® S&P Regional Banking ETF | 79.52K | 0.94% | 396.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 28, 2025 | ZISES SELIG | - | Sell | $115.96K |
| Feb 28, 2025 | ZISES SELIG | - | Sell | $115.80K |
| Feb 28, 2025 | ZISES SELIG | - | Sell | $76.70K |
| Feb 28, 2025 | ZISES SELIG | - | Sell | $115.45K |
| Feb 28, 2025 | ZISES SELIG | - | Sell | $116.40K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 1 |
| 2024 Q4 | 1 | 16 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 21 |
| 2024 Q1 | - | 15 |
ESQ Ownership FAQ
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