Esquire Financial Ownership | Who Owns Esquire Financial?


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Esquire Financial Ownership Summary


Esquire Financial is owned by 58.00% institutional investors, 16.50% insiders, and 25.50% retail investors. Wasatch advisors lp is the largest institutional shareholder, holding 7.21% of ESQ shares. Wasatch Micro Cap is the top mutual fund, with 4.48% of its assets in Esquire Financial shares.

ESQ Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockEsquire Financial58.00%16.50%25.50%
SectorFinancial Services Stocks 43.55%12.63%43.82%
IndustryRegional Banks Stocks49.57%11.62%38.81%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Wasatch advisors lp561.58K7.21%$26.73M
Blackrock536.46K6.89%$25.54M
Basswood capital management353.52K4.54%$16.83M
Vanguard group339.95K4.37%$16.18M
Gw&k investment management206.20K2.65%$9.81M
Dimensional fund advisors lp202.85K2.60%$9.66M
Geode capital management176.23K2.26%$8.39M
Alliancebernstein153.72K1.97%$7.32M
State street133.00K1.71%$6.33M
American century companies122.22K1.57%$5.82M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
John w. rosenthal capital management40.00K2.70%$1.90M
Elizabeth park capital advisors59.74K2.46%$2.84M
Gator capital management93.35K2.25%$4.44M
Cox capital mgt42.47K1.22%$2.02M
Pacific ridge capital partners98.67K1.13%$4.70M
Basswood capital management353.52K1.09%$16.83M
Maltese capital management110.66K0.97%$5.27M
Horizon investment services30.43K0.68%$1.45M
Grandeur peak global advisors104.85K0.40%$4.99M
Wasatch advisors lp561.58K0.14%$26.73M

Top Buyers

HolderShares% AssetsChange
Blackrock536.46K0.00%21.87K
American century companies122.22K0.00%21.83K
Assenagon asset management20.05K0.00%20.05K
Marshall wace, llp19.45K0.00%19.45K
Grandeur peak global advisors104.85K0.40%19.15K

Top Sellers

HolderShares% AssetsChange
Bank of america corp /de/4.75K--102.73K
Invesco15.78K0.00%-70.03K
Jacobs asset management---65.89K
Acadian asset management---31.02K
Vanguard group339.95K0.00%-28.43K

New Positions

HolderShares% AssetsChangeValue
Assenagon asset management20.05K0.00%20.05K$954.43K
Marshall wace, llp19.45K0.00%19.45K$925.63K
Cornercap investment counsel11.97K0.09%11.97K$569.68K
Corebridge financial3.80K0.00%3.80K$180.83K
Mirae asset global etfs3.25K0.00%3.25K$154.89K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-1.00
Federated hermes-52.00
Nverses capital-100.00
Picton mahoney asset management-193.00
Aquatic capital management-300.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20241029.68%4,516,420-2.90%581.60%5213.04%3921.88%
Mar 31, 2024934.49%4,651,0983.78%602.09%46-4.17%3214.29%
Dec 31, 2023893.49%4,481,862-0.54%531.57%4837.14%28-9.68%
Sep 30, 2023862.38%4,506,012-1.72%581.65%35-2.78%31-6.06%
Jun 30, 202384-4,584,7771.37%591.73%36-29.41%3350.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Wasatch Micro Cap372.40K4.48%21.02K
Vanguard Total Stock Mkt Idx Inv222.04K2.67%-
iShares Russell 2000 ETF189.73K2.28%-420.00
Avantis US Small Cap Value ETF124.25K1.49%-
Pacific Ridge Capital Ptnrs Micro Cp Val91.57K1.10%-5.36K
Vanguard Institutional Extnd Mkt Idx Tr85.29K1.02%2.39K
Wasatch Micro Cap Value83.00K1.00%-11.00K
Fidelity Small Cap Index71.97K0.86%-2.90K
Invesco Dorsey Wright SmallCap Momt ETF58.63K0.70%-
iShares Russell 2000 Growth ETF55.47K0.67%-

Recent Insider Transactions


DateNameRoleActivityValue
Jun 17, 2024ZISES SELIG-Sell$22.90K
Jun 17, 2024ZISES SELIG-Sell$45.92K
Jun 17, 2024ZISES SELIG-Sell$45.90K
May 22, 2024ZISES SELIG-Sell$23.79K
May 22, 2024ZISES SELIG-Sell$23.75K

Insider Transactions Trends


DateBuySell
2024 Q4--
2024 Q3--
2024 Q2-21
2024 Q1-15
2023 Q4-13

ESQ Ownership FAQ


Who Owns Esquire Financial?

Esquire Financial shareholders are primarily institutional investors at 58.00%, followed by 16.50% insiders and 25.50% retail investors. The average institutional ownership in Esquire Financial's industry, Regional Banks Stocks, is 49.57%, which Esquire Financial exceeds.

Who owns the most shares of Esquire Financial?

Esquire Financial’s largest shareholders are Wasatch advisors lp (561.58K shares, 7.21%), Blackrock (536.46K shares, 6.89%), and Basswood capital management (353.52K shares, 4.54%). Together, they hold 18.64% of Esquire Financial’s total shares outstanding.

Does Blackrock own Esquire Financial?

Yes, BlackRock owns 6.89% of Esquire Financial, totaling 536.46K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 25.54M$. In the last quarter, BlackRock increased its holdings by 21.87K shares, a 4.25% change.

Who is Esquire Financial’s biggest shareholder by percentage of total assets invested?

John w. rosenthal capital management is Esquire Financial’s biggest shareholder by percentage of total assets invested, with 2.70% of its assets in 40K Esquire Financial shares, valued at 1.9M$.

Who is the top mutual fund holder of Esquire Financial shares?

Wasatch Micro Cap is the top mutual fund holder of Esquire Financial shares, with 4.48% of its total shares outstanding invested in 372.4K Esquire Financial shares.

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