ESS Tech Ownership 2024 | Who Owns ESS Tech Now?
Institutional Ownership
0.94%
Insider Ownership
38.27%
Retail Ownership
60.79%
Institutional Holders
37.00
ESS Tech Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SOFTBANK GROUP CORP. | 20.60% | 0.15% | 35,953,699 | - | - | 29,410,126 | Jun 30, 2024 |
| VANGUARD GROUP INC | 1.65% | - | 2,876,217 | -387,632 | -11.88% | 2,352,458 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.02% | 0.00% | 1,777,622 | 1,668,870 | 1534.56% | 1,453,917 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.50% | 0.00% | 870,610 | -995,441 | -53.34% | 712,218 | Jun 30, 2024 |
| BLACKROCK INC. | 0.48% | - | 835,493 | -4,803,917 | -85.18% | 683,350 | Jun 30, 2024 |
| FMR LLC | 0.46% | - | 804,249 | -15,261 | -1.86% | 657,795 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.43% | 0.04% | 752,949 | 605,224 | 409.70% | 616,000 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.39% | 0.00% | 675,756 | -37,857 | -5.30% | 552,701,000 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.36% | 0.00% | 636,475 | 475,903 | 296.38% | 520,573 | Jun 30, 2024 |
| BAIRD FINANCIAL GROUP, INC. | 0.36% | 0.00% | 622,626 | 282,946 | 83.30% | 509,246 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.33% | 0.00% | 569,560 | -197,164 | -25.72% | 465,843 | Jun 30, 2024 |
| LAIRD NORTON TRUST COMPANY, LLC | 0.20% | 0.04% | 345,953 | -7,500 | -2.12% | 282,955 | Jun 30, 2024 |
| STATE STREET CORP | 0.18% | - | 308,223 | -1,590,003 | -83.76% | 252,096,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.13% | - | 230,259 | 39,278 | 20.57% | 188,331 | Jun 30, 2024 |
| GREEN ALPHA ADVISORS, LLC | 0.12% | 0.14% | 211,340 | -8,100 | -3.69% | 172,855 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.12% | 0.01% | 208,464 | 208,464 | 100.00% | 170,503 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.12% | 0.00% | 203,200 | -375,200 | -64.87% | 166,197 | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | 0.11% | 0.00% | 188,900 | 188,900 | 100.00% | 154,501 | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.10% | 0.03% | 180,370 | 180,370 | 100.00% | 147,525 | Jun 30, 2024 |
| REDMOND ASSET MANAGEMENT, LLC | 0.10% | 0.05% | 178,571 | -715 | -0.40% | 146,053 | Jun 30, 2024 |
ESS Tech's largest institutional shareholder is SOFTBANK GROUP CORP., holding 20.60% of the company's total share outstanding, currently valued at $29.41M. The top 10 institutional shareholders own together 26.25% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SOFTBANK GROUP CORP. | 20.60% | 0.15% | 35,953,699 | - | - | 29,410,126 | Jun 30, 2024 |
| GREEN ALPHA ADVISORS, LLC | 0.12% | 0.14% | 211,340 | -8,100 | -3.69% | 172,855 | Jun 30, 2024 |
| REDMOND ASSET MANAGEMENT, LLC | 0.10% | 0.05% | 178,571 | -715 | -0.40% | 146,053 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.43% | 0.04% | 752,949 | 605,224 | 409.70% | 616,000 | Jun 30, 2024 |
| LAIRD NORTON TRUST COMPANY, LLC | 0.20% | 0.04% | 345,953 | -7,500 | -2.12% | 282,955 | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.10% | 0.03% | 180,370 | 180,370 | 100.00% | 147,525 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.12% | 0.01% | 208,464 | 208,464 | 100.00% | 170,503 | Jun 30, 2024 |
| PICKERING ENERGY PARTNERS LP | 0.01% | 0.01% | 12,000 | - | - | 9,815 | Jun 30, 2024 |
| GROUND SWELL CAPITAL, LLC | 0.01% | 0.01% | 11,100 | 11,100 | 100.00% | 9,079 | Jun 30, 2024 |
| CONSILIO WEALTH ADVISORS, LLC | 0.01% | 0.01% | 17,013 | - | - | 13,915 | Jun 30, 2024 |
| VON BERGE WEALTH MANAGEMENT GROUP, LLC | 0.01% | 0.00% | 10,000 | - | - | 7,454 | Jun 30, 2024 |
| EQIS CAPITAL MANAGEMENT, INC. | 0.03% | 0.00% | 50,881 | 8,970 | 21.40% | 41,616 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.02% | 0.00% | 38,690 | -584 | -1.49% | 31,645 | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | 0.11% | 0.00% | 188,900 | 188,900 | 100.00% | 154,501 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.06% | 0.00% | 107,596 | 70,025 | 186.38% | 88,003 | Jun 30, 2024 |
| CYPRESS WEALTH SERVICES, LLC | 0.01% | 0.00% | 10,000 | - | - | 8,179 | Jun 30, 2024 |
| MISSOURI TRUST & INVESTMENT CO | 0.00% | 0.00% | 5,000 | - | - | 4,090 | Jun 30, 2024 |
| PARCION PRIVATE WEALTH LLC | 0.01% | 0.00% | 17,013 | - | - | 13,915 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | 0.02% | 0.00% | 39,197 | 39,197 | 100.00% | 32,059 | Jun 30, 2024 |
| BAIRD FINANCIAL GROUP, INC. | 0.36% | 0.00% | 622,626 | 282,946 | 83.30% | 509,246 | Jun 30, 2024 |
The largest ESS Tech shareholder by % of total assets is SOFTBANK GROUP CORP.. The company owns 35.95M shares of ESS Tech (GWH), representing 0.15% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 1.02% | 0.00% | 1,777,622 | 1,668,870 | 1534.56% | 1,453,917 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.43% | 0.04% | 752,949 | 605,224 | 409.70% | 616,000 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.36% | 0.00% | 636,475 | 475,903 | 296.38% | 520,573 | Jun 30, 2024 |
| BAIRD FINANCIAL GROUP, INC. | 0.36% | 0.00% | 622,626 | 282,946 | 83.30% | 509,246 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.12% | 0.01% | 208,464 | 208,464 | 100.00% | 170,503 | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | 0.11% | 0.00% | 188,900 | 188,900 | 100.00% | 154,501 | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.10% | 0.03% | 180,370 | 180,370 | 100.00% | 147,525 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.06% | 0.00% | 106,889 | 106,889 | 100.00% | 87,000 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.06% | 0.00% | 102,262 | 102,262 | 100.00% | 83,640 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.06% | 0.00% | 107,596 | 70,025 | 186.38% | 88,003 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.03% | 0.00% | 45,556 | 45,556 | 100.00% | 37,260 | Jun 30, 2024 |
| CWM, LLC | 0.02% | 0.00% | 41,109 | 41,109 | 100.00% | 34,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.13% | - | 230,259 | 39,278 | 20.57% | 188,331 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | 0.02% | 0.00% | 39,197 | 39,197 | 100.00% | 32,059 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.02% | 0.00% | 39,100 | 39,100 | 100.00% | 31,979 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.03% | 0.00% | 44,088 | 36,726 | 498.86% | 36,064 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.02% | 0.00% | 35,500 | 35,500 | 100.00% | 29,035 | Jun 30, 2024 |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 0.02% | 0.00% | 33,498 | 33,498 | 100.00% | 27,398 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.01% | - | 22,870 | 22,870 | 100.00% | 18,705 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.01% | 0.00% | 20,602 | 20,602 | 100.00% | 16,850 | Jun 30, 2024 |
As of Jun 30 2024, ESS Tech's largest institutional buyer is MILLENNIUM MANAGEMENT LLC. The company purchased 1.67M stocks of GWH, valued at $1.45M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 0.48% | - | 835,493 | -4,803,917 | -85.18% | 683,350 | Jun 30, 2024 |
| STATE STREET CORP | 0.18% | - | 308,223 | -1,590,003 | -83.76% | 252,096,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.50% | 0.00% | 870,610 | -995,441 | -53.34% | 712,218 | Jun 30, 2024 |
| VANGUARD GROUP INC | 1.65% | - | 2,876,217 | -387,632 | -11.88% | 2,352,458 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.12% | 0.00% | 203,200 | -375,200 | -64.87% | 166,197 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | - | - | - | -276,596 | -100.00% | - | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | - | - | - | -259,813 | -100.00% | - | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.33% | 0.00% | 569,560 | -197,164 | -25.72% | 465,843 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -150,000 | -100.00% | - | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | - | - | - | -137,142 | -100.00% | - | Jun 30, 2024 |
| RHUMBLINE ADVISERS | 0.01% | - | 22,392 | -110,430 | -83.14% | 18,314 | Jun 30, 2024 |
| BLAIR WILLIAM & CO/IL | 0.01% | 0.00% | 21,249 | -83,285 | -79.67% | 17,380 | Jun 30, 2024 |
| UBS GROUP AG | 0.02% | - | 30,225 | -61,558 | -67.07% | 24,724 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -44,965 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -43,350 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.39% | 0.00% | 675,756 | -37,857 | -5.30% | 552,701,000 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | - | - | - | -37,857 | -100.00% | - | Jun 30, 2024 |
| INVESCO LTD. | - | - | - | -33,198 | -100.00% | - | Jun 30, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | - | - | - | -32,205 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.00% | - | 311 | -32,199 | -99.04% | 254 | Jun 30, 2024 |
As of Jun 30 2024, ESS Tech's biggest institutional seller is BLACKROCK INC.. The company sold -4.80M shares of GWH, valued at $683.35K.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| Y-INTERCEPT (HONG KONG) LTD | 0.12% | 0.01% | 208,464 | 208,464 | 100.00% | 170,503 | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | 0.11% | 0.00% | 188,900 | 188,900 | 100.00% | 154,501 | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.10% | 0.03% | 180,370 | 180,370 | 100.00% | 147,525 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.06% | 0.00% | 106,889 | 106,889 | 100.00% | 87,000 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.06% | 0.00% | 102,262 | 102,262 | 100.00% | 83,640 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.03% | 0.00% | 45,556 | 45,556 | 100.00% | 37,260 | Jun 30, 2024 |
| CWM, LLC | 0.02% | 0.00% | 41,109 | 41,109 | 100.00% | 34,000 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | 0.02% | 0.00% | 39,197 | 39,197 | 100.00% | 32,059 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.02% | 0.00% | 39,100 | 39,100 | 100.00% | 31,979 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.02% | 0.00% | 35,500 | 35,500 | 100.00% | 29,035 | Jun 30, 2024 |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 0.02% | 0.00% | 33,498 | 33,498 | 100.00% | 27,398 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.01% | - | 22,870 | 22,870 | 100.00% | 18,705 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.01% | 0.00% | 18,477 | 18,477 | 100.00% | 15,112 | Jun 30, 2024 |
| SAVANT CAPITAL, LLC | 0.01% | 0.00% | 15,735 | 15,735 | 100.00% | 12,870 | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | 0.01% | 0.00% | 13,563 | 13,563 | 100.00% | 11,093 | Jun 30, 2024 |
| GROUND SWELL CAPITAL, LLC | 0.01% | 0.01% | 11,100 | 11,100 | 100.00% | 9,079 | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 0.01% | - | 10,800 | 10,800 | 100.00% | 8,834 | Jun 30, 2024 |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 0.01% | 0.00% | 10,362 | 10,362 | 100.00% | 8,475 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 0.00% | - | 4,671 | 4,671 | 100.00% | 3,820 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 768 | 768 | 100.00% | 629 | Jun 30, 2024 |
| IFP ADVISORS, INC | 0.00% | - | 500 | 500 | 100.00% | 409 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | - | 200 | 200 | 100.00% | 163 | Jun 30, 2024 |
| FAMILY FIRM, INC. | 0.00% | - | 169 | 169 | 100.00% | 138 | Jun 30, 2024 |
| VITALSTONE FINANCIAL, LLC | 0.00% | 0.00% | 135 | 135 | 100.00% | 110 | Jun 30, 2024 |
| GRADIENT INVESTMENTS LLC | - | - | 56 | 56 | 100.00% | 46 | Jun 30, 2024 |
ESS Tech's largest new institutional shareholder by number of shares is Y-INTERCEPT (HONG KONG) LTD, purchased 208.46K shares, valued at $170.50K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NUVEEN ASSET MANAGEMENT, LLC | - | - | - | -276,596 | -100.00% | - | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | - | - | - | -259,813 | -100.00% | - | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -150,000 | -100.00% | - | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | - | - | - | -137,142 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -44,965 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -43,350 | -100.00% | - | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | - | - | - | -37,857 | -100.00% | - | Jun 30, 2024 |
| INVESCO LTD. | - | - | - | -33,198 | -100.00% | - | Jun 30, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | - | - | - | -32,205 | -100.00% | - | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | - | - | - | -24,530 | -100.00% | - | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | - | - | - | -21,821 | -100.00% | - | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | - | - | - | -19,499 | -100.00% | - | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | - | - | - | -18,663 | -100.00% | - | Jun 30, 2024 |
| SIMPLICITY WEALTH,LLC | - | - | - | -14,596 | -100.00% | - | Jun 30, 2024 |
| BLEAKLEY FINANCIAL GROUP, LLC | - | - | - | -14,596 | -100.00% | - | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | - | - | - | -12,538 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -11,220 | -100.00% | - | Jun 30, 2024 |
| PRIVATE TRUST CO NA | - | - | - | -10,500 | -100.00% | - | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | - | - | - | -9,172 | -100.00% | - | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | - | - | - | -7,946 | -100.00% | - | Jun 30, 2024 |
| AMERITAS INVESTMENT PARTNERS, INC. | - | - | - | -6,050 | -100.00% | - | Jun 30, 2024 |
| AMALGAMATED BANK | - | - | - | -2,800 | -100.00% | - | Jun 30, 2024 |
| SANDY SPRING BANK | - | - | - | -900 | -100.00% | - | Jun 30, 2024 |
| FIRST COMMAND ADVISORY SERVICES, INC. | - | - | - | -370 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL AVENGERS, INC. | - | - | - | -80 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -24 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -12 | -100.00% | - | Jun 30, 2024 |
ESS Tech's largest sold out institutional shareholder by shares sold is NUVEEN ASSET MANAGEMENT, LLC, sold -0.28M shares, valued at -, as of undefined.
ESS Tech Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| TORTOISE PIPELINE & ENERGY FUND, INC. | 0.59% | 20,820 | - | - | Feb 29, 2024 |
| TORTOISE ENERGY INDEPENDENCE FUND, INC. | 0.53% | 11,194 | - | - | Feb 29, 2024 |
| TORTOISE ENERGY INFRASTRUCTURE CORP | 0.36% | 317,850 | - | - | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.09% | 851,614 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.06% | 33,409 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.06% | 150,000 | - | - | Mar 28, 2024 |
| TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC | 0.05% | 31,987 | - | - | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.03% | 257,142 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.03% | 166,053 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.03% | 14,917 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.02% | 1,947,629 | -3,168,526 | -61.93% | Jan 31, 2024 |
| Managed Portfolio Series | 0.02% | 454,808 | - | - | Jan 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.01% | 787,286 | - | - | Feb 29, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,480 | - | - | Mar 31, 2024 |
| Amplify ETF Trust | 0.01% | 285,368 | - | - | Mar 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.01% | 179,310 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 2,676,591 | -745,321 | -21.78% | Mar 31, 2024 |
| FIDELITY SECURITIES FUND | 0.01% | 560,628 | - | - | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.01% | 239,373 | 14,120 | 6.27% | Jan 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 10,571 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 750,036 | 106,285 | 16.51% | Feb 29, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 155,370 | - | - | Mar 31, 2024 |
| NEW COVENANT FUNDS | 0.00% | 12,723 | - | - | Dec 31, 2023 |
| Calvert Variable Products, Inc. | 0.00% | 6,050 | - | - | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 5,451 | - | - | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 32,205 | -6,993 | -17.84% | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 525,695 | 224,508 | 74.54% | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 27,503 | - | - | Mar 31, 2024 |
| VanEck VIP Trust | 0.00% | 89,900 | - | - | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 9,719 | - | - | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 25,600 | - | - | Mar 31, 2024 |
| VanEck Funds | 0.00% | 211,100 | - | - | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 6,160 | 1,678 | 37.44% | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 59,220 | 3,564 | 6.40% | Feb 29, 2024 |
| Tidal Trust II | 0.00% | 5,866 | 798 | 15.75% | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 2,763 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 28,335 | -10,779 | -27.56% | Mar 28, 2024 |
| iSHARES TRUST | 0.00% | 3,285,795 | -197,572 | -5.67% | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 833 | - | - | Dec 31, 2023 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 385,394 | 35,951 | 10.29% | Feb 29, 2024 |
| EQ ADVISORS TRUST | 0.00% | 177,610 | -28,686 | -13.91% | Mar 31, 2024 |
| VALIC Co I | 0.00% | 35,014 | -141 | -0.40% | Feb 29, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 12,538 | - | - | Feb 29, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 413 | - | - | Dec 31, 2023 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 12,975 | - | - | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 2,600 | - | - | Mar 28, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 11,090 | 370 | 3.45% | Jan 31, 2024 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 30,591 | - | - | Jan 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 193,564 | - | - | Jan 31, 2024 |
| ProFunds | 0.00% | 709 | -59 | -7.68% | Mar 31, 2024 |
| PROSHARES TRUST | 0.00% | 13,367 | 1,576 | 13.37% | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 54 | - | - | Dec 31, 2023 |
| FIDELITY SUMMER STREET TRUST | 0.00% | 15,282 | - | - | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 3,957 | - | - | Feb 29, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 41,349 | - | - | Mar 31, 2024 |
| Brighthouse Funds Trust II | 0.00% | 33,833 | - | - | Mar 31, 2024 |
| SPDR INDEX SHARES FUNDS | 0.00% | 7,483 | - | - | Mar 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 77,200 | - | - | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 7,182 | 1,369 | 23.55% | Jan 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 1,684 | - | - | Feb 29, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 10,337 | -42 | -0.40% | Jan 31, 2024 |
| ETF Series Solutions | 0.00% | 370 | - | - | Jan 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 67,047 | -4,790 | -6.67% | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 39,142 | - | - | Mar 31, 2024 |
| Bridge Builder Trust | 0.00% | 39,943 | - | - | Mar 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 10,638 | - | - | Mar 31, 2024 |
| BLACKROCK FUNDS | 0.00% | 14,013 | - | - | Jan 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 11,653 | - | - | Jan 31, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 494 | - | - | Jan 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 2,241 | - | - | Mar 31, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 92 | - | - | Jan 31, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 18,100 | - | - | Feb 29, 2024 |
ESS Tech's largest mutual fund holder by % of total assets is "TORTOISE PIPELINE & ENERGY FUND, INC.", owning 20.82K shares, compromising 0.59% of its total assets.
ESS Tech Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 37 | -63.73% |
| 31 Mar, 24 | 102 | -3.77% |
| 31 Dec, 23 | 106 | 2.91% |
| 30 Sep, 23 | 103 | 14.44% |
| 30 Jun, 23 | 90 | -13.46% |
| 31 Mar, 23 | 104 | -4.59% |
| 31 Dec, 22 | 109 | 14.74% |
| 30 Sep, 22 | 95 | 4.40% |
| 30 Jun, 22 | 91 | 12.35% |
| 31 Mar, 22 | 81 | 17.39% |
| 31 Dec, 21 | 69 | 2200.00% |
| 30 Sep, 21 | 3 | - |
As of 30 Jun 24, 37 institutions are holding ESS Tech's shares, representing a decrease of -63.73% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 1,648,058 | -97.08% |
| 31 Mar, 24 | 56,479,019 | -7.10% |
| 31 Dec, 23 | 60,796,225 | 0.29% |
| 30 Sep, 23 | 60,619,388 | 2.73% |
| 30 Jun, 23 | 59,011,001 | -7.49% |
| 31 Mar, 23 | 63,786,436 | -0.78% |
| 31 Dec, 22 | 64,287,811 | 2.71% |
| 30 Sep, 22 | 62,592,846 | 0.10% |
| 30 Jun, 22 | 62,531,603 | 5.08% |
| 31 Mar, 22 | 59,506,184 | 9.43% |
| 31 Dec, 21 | 54,378,937 | 5908.35% |
| 30 Sep, 21 | 905,056 | - |
ESS Tech (GWH) has 1.65M shares outstanding as of 30 Jun 24, down -97.08% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 0.94% | 0.08% |
| 31 Mar, 24 | 35.31% | 2.36% |
| 31 Dec, 23 | 38.70% | 2.53% |
| 30 Sep, 23 | 39.13% | 2.67% |
| 30 Jun, 23 | 38.29% | 2.24% |
| 31 Mar, 23 | 41.39% | 0.69% |
| 31 Dec, 22 | 77.22% | 1.37% |
| 30 Sep, 22 | 75.18% | 1.33% |
| 30 Jun, 22 | 75.11% | 1.47% |
| 31 Mar, 22 | 71.47% | 1.68% |
| 31 Dec, 21 | 65.31% | 5526.95% |
| 30 Sep, 21 | 1.09% | - |
As of 30 Jun 24, ESS Tech is held by 0.94% institutional shareholders, representing a 0.08% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 13 | -61.76% |
| 31 Mar, 24 | 34 | -37.04% |
| 31 Dec, 23 | 54 | 17.39% |
| 30 Sep, 23 | 46 | 6.98% |
| 30 Jun, 23 | 43 | -4.44% |
| 31 Mar, 23 | 45 | -25.00% |
| 31 Dec, 22 | 60 | 46.34% |
| 30 Sep, 22 | 41 | -26.79% |
| 30 Jun, 22 | 56 | 19.15% |
| 31 Mar, 22 | 47 | -21.67% |
| 31 Dec, 21 | 60 | 1900.00% |
| 30 Sep, 21 | 3 | - |
13 institutional shareholders have increased their position in GWH stock as of 30 Jun 24 compared to 34 in the previous quarter (a -61.76% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 8 | -75.76% |
| 31 Mar, 24 | 33 | 65.00% |
| 31 Dec, 23 | 20 | -28.57% |
| 30 Sep, 23 | 28 | 40.00% |
| 30 Jun, 23 | 20 | -23.08% |
| 31 Mar, 23 | 26 | 8.33% |
| 31 Dec, 22 | 24 | -11.11% |
| 30 Sep, 22 | 27 | 42.11% |
| 30 Jun, 22 | 19 | 5.56% |
| 31 Mar, 22 | 18 | 1700.00% |
| 31 Dec, 21 | 1 | - |
| 30 Sep, 21 | - | - |
8 institutional shareholders have reduced their position in GWH stock as of 30 Jun 24 compared to 33 in the previous quarter (a -75.76% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 37 | -63.73% | 1,648,058 | -97.08% | 0.94% | 0.08% | 13 | -61.76% | 8 | -75.76% |
| 31 Mar, 24 | 102 | -3.77% | 56,479,019 | -7.10% | 35.31% | 2.36% | 34 | -37.04% | 33 | 65.00% |
| 31 Dec, 23 | 106 | 2.91% | 60,796,225 | 0.29% | 38.70% | 2.53% | 54 | 17.39% | 20 | -28.57% |
| 30 Sep, 23 | 103 | 14.44% | 60,619,388 | 2.73% | 39.13% | 2.67% | 46 | 6.98% | 28 | 40.00% |
| 30 Jun, 23 | 90 | -13.46% | 59,011,001 | -7.49% | 38.29% | 2.24% | 43 | -4.44% | 20 | -23.08% |
| 31 Mar, 23 | 104 | -4.59% | 63,786,436 | -0.78% | 41.39% | 0.69% | 45 | -25.00% | 26 | 8.33% |
| 31 Dec, 22 | 109 | 14.74% | 64,287,811 | 2.71% | 77.22% | 1.37% | 60 | 46.34% | 24 | -11.11% |
| 30 Sep, 22 | 95 | 4.40% | 62,592,846 | 0.10% | 75.18% | 1.33% | 41 | -26.79% | 27 | 42.11% |
| 30 Jun, 22 | 91 | 12.35% | 62,531,603 | 5.08% | 75.11% | 1.47% | 56 | 19.15% | 19 | 5.56% |
| 31 Mar, 22 | 81 | 17.39% | 59,506,184 | 9.43% | 71.47% | 1.68% | 47 | -21.67% | 18 | 1700.00% |
| 31 Dec, 21 | 69 | 2200.00% | 54,378,937 | 5908.35% | 65.31% | 5526.95% | 60 | 1900.00% | 1 | - |
| 30 Sep, 21 | 3 | - | 905,056 | - | 1.09% | - | 3 | - | - | - |
ESS Tech Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of ESS Tech's stock was made by Hossfeld Rich on May 17 2024, selling 135,373 shares at - per share (valued at -). The last insider buy of GWH was made by Teamey Kyle on May 15 2024, buying 1,250 shares at $0.79 per share (worth $987.38).
ESS Tech Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 10 | 1 | 1000.00% |
| Q1 2024 | 4 | - | - |
| Q4 2023 | 5 | - | - |
| Q3 2023 | 4 | - | - |
| Q2 2023 | 12 | - | - |
| Q1 2023 | 5 | 3 | 166.67% |
| Q4 2022 | 1 | 18 | 5.56% |
| Q2 2022 | 6 | - | - |
| Q1 2022 | 9 | 7 | 128.57% |
| Q4 2021 | 27 | 23 | 117.39% |
| Q4 2020 | - | 1 | - |
| Q3 2020 | - | 4 | - |
10 total buy trades, and 1 total sell trades (buy/sell ratio of 10.00%) were made by ESS Tech's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 3 | - | - |
| Q1 2024 | 2 | - | - |
| Q4 2023 | 5 | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | 5 | - | - |
| Q1 2023 | 2 | 3 | 66.67% |
| Q4 2022 | 1 | 15 | 6.67% |
| Q2 2022 | - | - | - |
| Q1 2022 | 1 | 2 | 50.00% |
| Q4 2021 | - | - | - |
| Q4 2020 | - | - | - |
| Q3 2020 | - | - | - |
As of Q2 2024, Insider owners conducted 3 open market buy trades and 0 open market sell trades of ESS Tech's stocks.
GWH Ownership FAQ
Who Owns ESS Tech?
ESS Tech is owned by institutional shareholders (0.94%), insiders (38.27%), and public (60.79%). The largest institutional shareholder of ESS Tech is SOFTBANK GROUP CORP. (20.60% of total shares) and the top mutual fund owner is TORTOISE PIPELINE & ENERGY FUND, INC. (0.59% of total shares).
Who are the major institutional shareholders of ESS Tech?
ESS Tech's major institutional shareholders are SOFTBANK GROUP CORP., VANGUARD GROUP INC, MILLENNIUM MANAGEMENT LLC, GEODE CAPITAL MANAGEMENT, LLC, and BLACKROCK INC.. The top five shareholders own together 24.25% of the company's share outstanding.
How many ESS Tech shareholders are there?
As of Jun 2024, there are 37 institutional shareholders of ESS Tech.
What percentage of ESS Tech is owned by SOFTBANK GROUP CORP?
SOFTBANK GROUP CORP owns 35.95M shares of ESS Tech, representing 20.60% of the company's total shares outstanding, valued at $29.41M (as of Jun 2024).
What percentage of ESS Tech is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 2.88M shares of ESS Tech (GWH), compromising 1.65% of the company, valued at $2.35M.
What percentage of ESS Tech is owned by MILLENNIUM MANAGEMENT LLC?
MILLENNIUM MANAGEMENT LLC is the third largest holder of ESS Tech. The company owns 1.78M of the company's shares outstanding (worth $1.45M).