Esco TechnologiesESE

13F holders, Q4 2024 (December 31)
284holders +26
29new positions
12sold out
5famous investors
$133.22avg. 13F price*

At the end of Q4 2024, 284 institutions reported holding Esco Technologies Inc. (ESE) in their 13F filings, up 26 from Q3 2024. 29 opened new positions and 12 sold out. The largest holders were BlackRock, Inc. ($539.6M), Vanguard Group Inc. ($387.3M) and Dimensional Fund Advisors LP ($173.8M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Esco Technologies Inc.
CUSIP
296315104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 244Q1 2024Q2 2024: 258Q2 2024Q3 2024: 258Q3 2024Q4 2024: 284Q4 2024Q1 2025: 336Q1 2025Q2 2025: 362Q2 2025Q3 2025: 366Q3 2025Q4 2025: 393Q4 2025Q1 2026: 434Q1 2026Q2 2026: 448Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions29$28.0M
Exits12$3.7M

All 13F filers, Q3 2024 → Q4 2024: 1,125,526 shares bought and 1,230,859 shares sold, net −105,333 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 284 holders

BlackRock, Inc. 0.01% Add +2.0% 4,050,540 $539.6M
Vanguard Group Inc. 0.01% Add +1.1% 2,907,533 $387.3M
Dimensional Fund Advisors LP 0.04% Reduce -3.2% 1,305,000 $173.8M
State Street Corp. 0.01% Add +4.0% 1,096,604 $146.1M
Neuberger Berman Group LLC 0.11% Add +12.1% 1,056,423 $140.7M
Conestoga Capital Advisors, LLC 1.84% Reduce -0.4% 1,043,852 $139.1M
Champlain Investment Partners, LLC 0.87% Reduce -18.5% 1,030,172 $137.2M
Geneva Capital Management LLC 1.93% Reduce -1.4% 835,676 $111.3M
T. Rowe Price Investment Management, Inc. 0.07% Reduce -23.3% 792,732 $105.6M
Morgan Stanley 0.01% Add +13.9% 698,178 $93.0M
Geode Capital Management, LLC 0.01% Reduce -0.8% 584,813 $77.9M
Silvercrest Asset Management Group LLC 0.49% Reduce -5.7% 553,756 $73.8M
Royce & Associates LP 0.68% Reduce -0.7% 552,098 $73.5M
Nuveen Asset Management, LLC 0.02% Reduce -7.9% 550,254 $73.3M
Macquarie Group Ltd. 0.08% Reduce -0.3% 489,059 $65.1M
Loomis Sayles & Co. L P 0.07% Reduce -2.8% 426,085 $56.8M
Goldman Sachs Group Inc. 0.01% Reduce -9.0% 416,109 $55.4M
Wellington Management Group LLP 0.01% Add +152.6% 380,104 $50.6M
Charles Schwab Investment Management Inc. 0.01% Add +2.1% 306,077 $40.8M
Northern Trust Corp. 0.01% Add +7.0% 297,264 $39.6M
Bank of America Corp. 0.00% Reduce -16.5% 292,864 $39.0M
William Blair Investment Management, LLC 0.08% Reduce -12.2% 258,729 $34.5M
Royal Bank of Canada 0.01% Add +0.6% 240,952 $32.1M
Bank of New York Mellon Corp 0.01% Reduce -3.6% 238,312 $31.7M
Schroder Investment Management Group 0.03% Reduce -25.2% 215,731 $28.8M
Public Employees Retirement Association of Colorado 0.11% Reduce -10.2% 212,910 $28.4M
Federated Hermes, Inc. 0.05% Add +15.0% 184,376 $24.6M
Tributary Capital Management, LLC 1.86% Add +0.1% 180,525 $24.0M
Crawford Investment Counsel Inc. 0.42% Reduce -3.8% 173,051 $23.1M
Ameriprise Financial Inc. 0.01% Add +1.2% 155,473 $20.7M
Fort Washington Investment Advisors Inc. 0.12% Reduce -19.5% 148,880 $19.8M
JPMorgan Chase & Co. 0.00% Add +87.3% 144,039 $19.2M
Invesco Ltd. 0.00% Add +3.3% 137,478 $18.3M
Principal Financial Group Inc. 0.01% Add +2.9% 125,266 $16.7M
GHP Investment Advisors, Inc. 0.65% Reduce -2.2% 104,423 $13.9M
Norges Bank 0.00% Reduce -7.4% 98,089 $13.1M
Comerica Bank 0.05% Add +3.8% 87,351 $11.6M
Rockefeller Capital Management L.P. 0.03% New 85,841 $11.4M
Ceredex Value Advisors LLC 0.21% Reduce -17.1% 78,200 $10.4M
Mutual of America Capital Management LLC 0.11% Reduce -0.6% 77,067 $10.3M
Envestnet Asset Management Inc. 0.00% Add +25.6% 76,961 $10.3M
Legal & General Group Plc 0.00% Add +2.3% 73,347 $9.8M
Rhumbline Advisers 0.01% Reduce -0.8% 73,042 $9.7M
Victory Capital Management Inc. 0.01% Reduce -1.0% 69,680 $9.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +12.9% 68,852 $9.2M
Public Sector Pension Investment Board 0.04% Add +17.3% 64,139 $8.5M
Swiss National Bank 0.00% Add +0.8% 50,700 $6.8M
Allspring Global Investments Holdings, LLC 0.01% Reduce -17.4% 50,030 $6.6M
UBS Group AG 0.00% Add +62.9% 48,080 $6.4M
Voloridge Investment Management, LLC 0.02% Add +35.5% 48,005 $6.4M
Teacher Retirement System of Texas 0.02% Reduce -12.3% 47,487 $6.3M
Susquehanna Fundamental Investments, LLC 0.11% — 47,193 $6.3M
Barclays PLC 0.00% Add +4.7% 46,493 $6.2M
Bridgeway Capital Management, LLC 0.13% Reduce -17.9% 43,600 $5.8M
Citigroup Inc. 0.01% Add +11.7% 43,564 $5.8M
Great Lakes Advisors, LLC 0.04% New 39,523 $5.3M
Wells Fargo & Company 0.00% Add +23.3% 39,309 $5.2M
CANADA LIFE ASSURANCE Co 0.01% Reduce -1.7% 37,224 $4.9M
Granite Investment Partners, LLC 0.20% Reduce -32.6% 34,512 $4.6M
Dean Investment Associates, LLC 0.64% Reduce -12.3% 33,810 $4.5M
First Trust Advisors LP 0.00% Add +91.8% 33,783 $4.5M
Kornitzer Capital Management Inc. 0.08% No change 30,865 $4.1M
Alliancebernstein L.P. 0.00% Add +1.3% 29,840 $4.0M
F/m Investments LLC 0.15% Reduce -66.9% 29,769 $4.0M
Commerce Bank 0.02% Add +40.5% 28,540 $3.8M
Prudential Financial Inc. 0.01% Reduce -2.9% 26,274 $3.8M
Moneta Group Investment Advisors LLC 0.05% Add +510.7% 25,784 $3.4M
Deutsche Bank AG 0.00% Add +70.7% 25,692 $3.4M
Sei Investments Co. 0.00% Add +0.8% 25,248 $3.4M
Russell Investments Group, Ltd. 0.00% Add +0.1% 25,073 $3.3M
California State Teachers Retirement System 0.00% Reduce -1.1% 24,096 $3.2M
T. Rowe Price Associates Inc. 0.00% Add +8.8% 22,903 $3.1M
Dean Capital Management 1.29% Reduce -4.7% 22,787 $3.0M
Advantage Alpha Capital Partners LP 0.72% Reduce -17.3% 22,736 $3.0M
PDT Partners, LLC 0.26% Reduce -19.0% 21,874 $2.9M
D. E. Shaw & Co. 0.00% Reduce -43.9% 20,815 $2.8M
Thrivent Financial for Lutherans 0.01% Reduce -3.2% 20,695 $2.8M
Qube Research & Technologies Ltd 0.00% New 20,432 $2.7M
Intech Investment Management LLC 0.02% Add +240.2% 18,824 $2.5M
Franklin Resources Inc. 0.00% Reduce -13.1% 18,180 $2.4M
Natixis Advisors, LLC 0.00% Add +1.9% 17,611 $2.3M
Bessemer Group Inc. 0.00% Reduce -13.6% 16,303 $2.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +7.5% 16,208 $2.2M
MetLife Investment Management, LLC 0.01% Add +4.5% 15,613 $2.1M
Creative Planning 0.00% Add +19.0% 15,523 $2.1M
TD Asset Management Inc 0.00% Reduce -33.7% 14,930 $2.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.9% 14,735 $2.0M
State of Alaska, Department of Revenue 0.02% Reduce -0.6% 14,609 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -13.7% 14,353 $1.9M
Legato Capital Management LLC 0.25% Reduce -5.2% 14,329 $1.9M
Illinois Municipal Retirement Fund 0.03% Add +2.8% 14,091 $1.9M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.2% 13,845 $1.8M
Corebridge Financial, Inc. 0.01% Reduce -7.2% 13,778 $1.8M
State of Tennessee, Department of Treasury 0.01% Add +11.5% 13,531 $1.8M
LPL Financial LLC 0.00% Add +19.4% 12,866 $1.7M
Ensign Peak Advisors, Inc 0.00% No change 12,823 $1.7M
Louisiana State Employees Retirement System 0.03% Reduce -0.8% 12,400 $1.7M
US Bancorp \de 0.00% Add +0.1% 12,380 $1.6M
Cerity Partners LLC 0.00% Add +6.3% 12,237 $1.6M
New York State Teachers Retirement System 0.00% No change 11,517 $1.5M
Susquehanna International Group, LLP 0.00% Add +81.6% 11,487 $1.5M
Janus Henderson Group PLC 0.00% No change 11,392 $1.5M
Diversified Trust Co. 0.03% Reduce -13.2% 10,657 $1.4M
Yousif Capital Management, LLC 0.01% Reduce -2.1% 9,790 $1.3M
Plancorp, LLC 0.05% Add +0.0% 9,588 $1.3M
Two Sigma Investments, LP 0.00% Reduce -16.2% 9,303 $1.2M
State Board of Administration of Florida Retirement System 0.00% Add +22.8% 8,869 $1.2M
Edgestream Partners, L.P. 0.05% New 8,785 $1.2M
XTX Topco Ltd 0.10% New 8,648 $1.2M
Maryland State Retirement & Pension System 0.02% Reduce -0.8% 8,631 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% No change 8,389 $1.1M
Marshall Wace, LLP 0.00% New 8,389 $1.1M
Avantax Advisory Services, Inc. 0.01% Reduce -1.2% 8,137 $1.1M
New York State Common Retirement Fund 0.00% No change 8,016 $1.1M
Voya Investment Management LLC 0.00% Reduce -6.9% 7,818 $1.0M
HighTower Advisors, LLC 0.00% Add +215.4% 7,813 $1.0M
ProShare Advisors LLC 0.00% Add +44.5% 7,799 $1.0M
Amalgamated Bank 0.01% Reduce -0.3% 7,554 $1.0M
Arizona State Retirement System 0.01% Add +0.8% 7,475 $996K
Jane Street Group, LLC 0.00% Reduce -77.5% 7,389 $984K
Millennium Management 0.00% Add +12.9% 7,364 $981K
Premier Fund Managers Ltd 0.03% No change 7,337 $979K
Valmark Advisers, Inc. 0.01% Add +1.9% 6,779 $903K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +27.6% 6,775 $902K
Nebula Research & Development LLC 0.10% Reduce -12.9% 6,073 $809K
Oregon Public Employees Retirement Fund 0.01% No change 6,050 $806K
Squarepoint Ops LLC 0.00% Reduce -44.5% 5,943 $792K
Brown Advisory Inc. 0.00% New 5,880 $783K
Verition Fund Management LLC 0.00% Add +179.8% 5,755 $767K
American Century Companies Inc. 0.00% Add +0.3% 5,681 $757K
Stephens Inc. 0.01% Reduce -7.0% 5,667 $755K
Two Sigma Advisers, LP 0.00% Reduce -29.1% 5,600 $746K
Glenmede Trust Co. NA 0.00% Reduce -4.0% 5,531 $737K
Police & Firemen's Retirement System of New Jersey 0.01% — 5,511 $734K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.1% 5,498 $732K
Mariner, LLC 0.00% Add +0.7% 5,410 $721K
Gsa Capital Partners LLP 0.05% New 5,334 $711K
BNP Paribas Financial Markets 0.00% Reduce -41.7% 5,301 $706K
Stifel Financial Corp. 0.00% Reduce -11.2% 5,248 $699K
Captrust Financial Advisors 0.00% Reduce -43.9% 5,110 $681K
KLP Kapitalforvaltning As 0.00% — 5,100 $679K
Pathstone Holdings, LLC 0.00% Reduce -9.8% 5,043 $672K
First National Bank of Omaha 0.04% Reduce -9.0% 4,860 $647K
AQR Capital Management 0.00% Add +17.5% 4,787 $638K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 4,768 $635K
Trust Point Inc. 0.04% Reduce -34.9% 4,758 $634K
Advisors Asset Management, Inc. 0.01% Add +85.8% 4,694 $625K
Commonwealth Equity Services, LLC 0.00% Reduce -0.4% 4,620 $615K
Ethic Inc. 0.01% Add +9.9% 4,602 $613K
STRS Ohio 0.00% Add +411.1% 4,600 $613K
Aquatic Capital Management LLC 0.02% New 4,583 $611K
Vontobel Holding Ltd. 0.00% Reduce -11.3% 4,574 $609K
Illumine Investment Management, LLC 0.50% — 4,545 $605K
EntryPoint Capital, LLC 0.25% Add +135.6% 4,514 $601K
Jump Financial, LLC 0.01% Reduce -52.6% 4,330 $577K
NorthCrest Asset Manangement, LLC 0.02% Add +0.0% 4,321 $576K
Pictet Asset Management Holding SA 0.00% Add +20.4% 3,913 $521K
HRT Financial LP 0.00% Reduce -72.1% 3,871 $515K
PNC Financial Services Group, Inc. 0.00% Reduce -1.7% 3,851 $513K
HSBC Holdings PLC 0.00% Reduce -3.9% 3,726 $496K
FMR LLC 0.00% Add +2.7% 3,635 $484K
Henshaw Capital LLC 0.02% No change 3,596 $479K
Martingale Asset Management L P 0.01% No change 3,505 $467K
Pitcairn Co. 0.03% Add +2.0% 3,479 $463K
Enhancing Capital LLC 0.35% — 3,293 $439K
AlphaQuest LLC 0.05% Add +102833.3% 3,088 $411K
Corient Private Wealth LP 0.00% Add +11.0% 3,038 $405K
Inspire Investing, LLC 0.04% Reduce -6.2% 3,010 $401K
Envestnet Portfolio Solutions, Inc. 0.00% Add +3.1% 2,919 $389K
Bank of Montreal 0.00% Add +12.8% 2,824 $376K
Tudor Investment Corporation 0.00% New 2,805 $374K
Ameritas Investment Partners, Inc. 0.01% Add +6.1% 2,708 $361K
Moody National Bank Trust Division 0.04% Reduce -11.5% 2,692 $359K
Janney Montgomery Scott LLC 0.00% Add +0.3% 2,667 $355K
Elevation Point Wealth Partners, LLC 0.03% Add +0.4% 2,656 $354K
NewEdge Advisors, LLC 0.00% New 2,645 $352K
Numerai GP LLC 0.09% Reduce -69.7% 2,505 $334K
Davidson Kahn Capital Management, LLC 0.31% — 2,500 $333K
State of Wisconsin Investment Board 0.00% Add +21.5% 2,487 $331K
Procyon Advisors, LLC 0.02% Reduce -27.8% 2,449 $326K
Cibc World Markets Corp. 0.00% New 2,422 $323K
Quadrature Capital Ltd 0.01% New 2,413 $321K
Wrapmanager Inc. 0.08% Reduce -23.7% 2,377 $317K
Praxis Investment Management Inc. 0.02% Reduce -19.4% 2,330 $310K
Sequoia Financial Advisors, LLC 0.00% Add +0.7% 2,321 $309K
Evergreen Capital Management LLC 0.01% Add +4.0% 2,253 $300K
Baird Financial Group, Inc. 0.00% Add +5.3% 2,206 $294K
Freestone Grove Partners LP 0.00% — 2,185 $291K
Contravisory Investment Management, Inc. 0.06% No change 2,148 $286K
CENTRAL TRUST Co 0.01% Add +2.4% 2,086 $278K
Citadel Advisors 0.00% Reduce -91.9% 2,050 $273K
Atria Investments, Inc 0.00% New 2,003 $267K
Crossmark Global Holdings, Inc. 0.00% Reduce -5.1% 1,994 $265K
Heritage Family Offices, LLP 0.13% Add +6.9% 1,958 $261K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.6% 1,954 $260K
Cape Cod Five Cents Savings Bank 0.02% No change 1,991 $257K
State of Wyoming 0.03% Add +7.8% 1,861 $248K
Xponance LLC 0.00% Add +8.7% 1,839 $245K
Cetera Investment Advisers 0.00% Reduce -2.6% 1,776 $237K
Lindenwold Advisors, INC 0.13% Add +0.6% 1,766 $235K
Summitry LLC 0.01% New 1,761 $235K
Stonegate Investment Group, LLC 0.01% Add +8.4% 1,743 $232K
Mackenzie Financial Corp. 0.00% No change 1,696 $226K
O'shaughnessy Asset Management, LLC 0.00% New 1,637 $218K
New Age Alpha Advisors, LLC 0.01% New 1,506 $201K
Central Pacific Bank - Trust Division 0.03% Reduce -19.3% 1,377 $183K
KBC Group NV 0.00% Add +67.5% 1,169 $156K
Signaturefd, LLC 0.00% No change 990 $132K
Quadrant Capital Group LLC 0.01% Reduce -4.6% 948 $126K
Canada Pension Plan Investment Board 0.00% Add +350.0% 900 $120K
Osaic Holdings, Inc. 0.00% Add +26.5% 889 $118K
Fifth Third Bancorp 0.00% Reduce -2.8% 823 $110K
Steward Partners Investment Advisory, LLC 0.00% Add +287.5% 775 $103K
Addison Advisors LLC 0.02% No change 625 $83K
GAMMA Investing LLC 0.01% Add +21.8% 571 $76K
Smartleaf Asset Management LLC 0.01% Add +378.8% 565 $75K
Parkside Financial Bank & Trust 0.01% No change 509 $68K
Sterling Capital Management LLC 0.00% Add +627.1% 429 $57K
Tower Research Capital LLC (TRC) 0.00% Reduce -55.1% 421 $56K
First Horizon Advisors, Inc. 0.00% No change 411 $55K
Venturi Wealth Management, LLC 0.00% No change 405 $54K
Blue Trust, Inc. 0.00% Reduce -39.2% 354 $47K
Huntington National Bank 0.00% Add +150.0% 305 $41K
Cwm, LLC 0.00% Add +17.8% 304 $40K
EverSource Wealth Advisors, LLC 0.00% Add +2.4% 299 $40K
Nisa Investment Advisors, LLC 0.00% Add +0.7% 290 $39K
Jones Financial Companies LLLP 0.00% Add +747.1% 288 $38K
Oarsman Capital, Inc. 0.01% Add +6.8% 265 $35K
Public Employees Retirement System of Ohio 0.00% Reduce -4.4% 241 $32K
Mather Group, Llc. 0.00% New 223 $30K
Parallel Advisors, LLC 0.00% Add +8.0% 215 $29K
Union Savings Bank 0.01% No change 212 $28K
Whittier Trust Co. 0.00% No change 200 $27K
Quent Capital, LLC 0.00% No change 199 $27K
UMB Bank, n.a. 0.00% No change 165 $22K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 160 $21K
CIBC Private Wealth Group LLC 0.00% No change 137 $18K
National Bank of Canada 0.00% New 126 $17K
Smithfield Trust Co 0.00% No change 100 $13K
Community Bank, N.A. 0.00% No change 84 $11K
Global Retirement Partners, LLC 0.00% Reduce -12.9% 74 $10K
Allworth Financial LP 0.00% Reduce -13.9% 68 $9K
Rialto Wealth Management, LLC 0.00% — 65 $9K
Private Trust Co. NA 0.00% No change 65 $9K
Principal Securities, Inc. 0.00% No change 65 $9K
Lindbrook Capital, LLC 0.00% No change 60 $8K
High Note Wealth, LLC 0.00% New 52 $7K
Farther Finance Advisors, LLC 0.00% No change 45 $6K
TD Waterhouse Canada Inc. 0.00% New 43 $6K
Creative Financial Designs Inc. 0.00% No change 39 $5K
LRI Investments, LLC 0.00% No change 38 $5K
Amundi 0.00% New 37 $5K
LGT Financial Advisors LLC 0.01% No change 35 $5K
Rothschild Investment LLC 0.00% Add +45.5% 32 $4K
Versant Capital Management, Inc 0.00% No change 31 $4K
Beacon Capital Management, LLC 0.00% No change 25 $3K
Bogart Wealth, LLC 0.00% New 24 $3K
Private Wealth Management Group, LLC 0.00% No change 21 $3K
JFS Wealth Advisors, LLC 0.00% No change 21 $3K
Arax Advisory Partners 0.00% No change 21 $3K
Wilmington Savings Fund Society, FSB 0.00% No change 21 $3K
Larson Financial Group LLC 0.00% No change 18 $2K
Farmers & Merchants Investments Inc. 0.00% No change 17 $2K
Hemington Wealth Management 0.00% Add +54.5% 17 $2K
Raffa Wealth Management, LLC 0.00% No change 14 $2K
Concourse Financial Group Securities, Inc. 0.00% Add +8.3% 13 $2K
Van Hulzen Asset Management, LLC 0.00% New 11 $1K
MassMutual Private Wealth & Trust, FSB 0.00% No change 10 $1K
Concord Wealth Partners 0.00% No change 8 $1K
Quarry LP 0.00% New 8 $1K
Capital Advisors, Ltd. LLC 0.00% No change 4 $1K
Bell Investment Advisors, Inc 0.00% No change 7 $933
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $800
Northwestern Mutual Wealth Management Co. 0.00% No change 6 $799
SJS Investment Consulting Inc. 0.00% Reduce -44.4% 5 $667
SBI Securities Co., Ltd. 0.00% — 5 $666
Continuum Advisory, LLC 0.00% No change 4 $533
WPG Advisers, LLC 0.00% — 3 $400
Abound Wealth Management 0.00% No change 2 $267
Cassady Schiller Wealth Management, LLC 0.00% New 2 $266
TFC Financial Management, Inc. 0.00% No change 1 $134
Parkworth Wealth Management, Inc. 0.00% — 1 $133
Global Financial Private Client, LLC 0.00% New 1 $133
Covestor Ltd 0.00% No change 1 $0

"% of holder's portfolio" is ESE's weight in each manager's 13F, not the share of Esco Technologies Inc. the manager owns.