Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ESE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.0M | $1.12B | +1.9% | 15.351% | 0.02% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.5M | $433.3M | — | 5.944% | 0.02% |
| 3 | Invesco Ltd. | 1.3M | $353.6M | +19.7% | 4.850% | 0.05% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | $326.9M | — | 4.484% | 0.01% |
| 5 | STATE STREET CORP | 1.0M | $291.7M | +3.2% | 4.002% | 0.01% |
| 6 | Capital World Investors | 750K | $211.1M | -16.9% | 2.895% | 0.03% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 637K | $179.1M | -8.5% | 2.457% | 0.04% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 633K | $178.2M | -0.1% | 2.444% | 0.01% |
| 9 | GENEVA CAPITAL MANAGEMENT LLC | 626K | $176.3M | -20.5% | 2.418% | 3.75% |
| 10 | Neuberger Berman Group LLC | 626K | $176.3M | -11.1% | 2.418% | 0.13% |
| 11 | Conestoga Capital Advisors, LLC | 542K | $152.4M | -30.1% | 2.091% | 3.04% |
| 12 | MORGAN STANLEY | 466K | $131.2M | -11.4% | 1.800% | 0.01% |
| 13 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 406K | $114.3M | -14.0% | 1.568% | 0.83% |
| 14 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 399K | $112.3M | -11.3% | 1.541% | 0.19% |
| 15 | Nuveen, LLC | 363K | $102.0M | -2.3% | 1.400% | 0.03% |
| 16 | ROYCE & ASSOCIATES LP | 342K | $96.2M | -5.7% | 1.320% | 0.95% |
| 17 | Hood River Capital Management LLC | 304K | $85.6M | +1.3% | 1.174% | 0.86% |
| 18 | LOOMIS SAYLES & CO L P | 301K | $84.6M | -7.7% | 1.161% | 0.11% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 299K | $84.1M | -0.6% | 1.153% | 0.01% |
| 20 | GOLDMAN SACHS GROUP INC | 292K | $82.1M | +0.4% | 1.126% | 0.01% |
| 21 | WASATCH ADVISORS INC | 288K | $81.1M | — | 1.113% | 0.54% |
| 22 | NORTHERN TRUST CORP | 280K | $78.9M | +2.3% | 1.082% | 0.01% |
| 23 | ALLIANCEBERNSTEIN L.P. | 373K | $72.9M | -4.0% | 1.441% | 0.02% |
| 24 | WELLINGTON MANAGEMENT GROUP LLP | 238K | $66.9M | -44.0% | 0.918% | 0.01% |
| 25 | Capital International Investors | 200K | $56.3M | — | 0.772% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ESE — a direct measure of their conviction.
Filings activity in ESE during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 419 | +9.4% | 81.14% | +21.25 pp | $6.60B | +35% |
| Q4 2025 | 383 | +7.9% | 59.89% | 2.95 pp | $4.87B | 4.7% |
| Q3 2025 | 355 | +0.3% | 62.84% | +6.48 pp | $5.11B | +11% |
| Q2 2025 | 354 | +7.6% | 56.36% | +10.79 pp | $4.58B | +24% |
| Q1 2025 | 329 | +18% | 45.57% | +7.54 pp | $3.70B | +20% |
| Q4 2024 | 278 | +11% | 38.03% | +1.82 pp | $3.09B | +5.0% |
| Q3 2024 | 251 | 1.6% | 36.21% | +6.08 pp | $2.94B | +20% |
| Q2 2024 | 255 | — | 30.13% | — | $2.45B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ESE stock.
Based on Q1 2026 13F filings, institutional ownership of ESCO Technologies Inc. stands at 81.1%, held across 419 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ESE, with approximately 3,977,098 shares worth $1.12B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of ESE.
Our composite Smart Money Score for ESE is 55 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
92 institutions opened new positions in ESE during Q1 2026, while 56 fully exited. 281 added to existing positions and 44 trimmed.
ESE institutional ownership rose by 21.25 percentage points quarter-over-quarter, with a net change of +36 holders.
The top 10 institutions account for 52.2% of all reported 13F value in ESE, and the top 25 account for 73.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
ESCO Technologies Inc. (ESE) Institutional Ownership