Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ESOA held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | NEEDHAM INVESTMENT MANAGEMENT LLC | 800K | $10.5M | +36.6% | 4.287% | 0.54% |
| 2 | HUNTINGTON NATIONAL BANK | 664K | $8.7M | -2.2% | 3.556% | 0.05% |
| 3 | BlackRock, Inc. | 657K | $8.6M | -4.3% | 3.522% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 587K | $7.7M | β | 3.144% | 0.00% |
| 5 | DRIEHAUS CAPITAL MANAGEMENT LLC | 492K | $6.5M | β | 2.636% | 0.05% |
| 6 | Stokes Family Office, LLC | 462K | $6.1M | -0.0% | 2.477% | 0.63% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 349K | $4.6M | -3.9% | 1.871% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 287K | $3.8M | +5.5% | 1.539% | 0.00% |
| 9 | MARSHALL WACE, LLP | 286K | $3.8M | β | 1.533% | 0.00% |
| 10 | MACKENZIE FINANCIAL CORP | 266K | $3.5M | +1177.1% | 1.427% | 0.00% |
| 11 | TWO SIGMA INVESTMENTS, LP | 249K | $3.3M | +244.4% | 1.333% | 0.00% |
| 12 | STATE STREET CORP | 236K | $3.1M | +18.6% | 1.265% | 0.00% |
| 13 | RENAISSANCE TECHNOLOGIES LLC | 218K | $2.9M | +221.3% | 1.166% | 0.00% |
| 14 | RAFFLES ASSOCIATES LP | 170K | $2.2M | -14.5% | 0.913% | 1.94% |
| 15 | Bank of New York Mellon Corp | 156K | $2.1M | +18.6% | 0.837% | 0.00% |
| 16 | D. E. Shaw & Co., Inc. | 152K | $2.0M | β | 0.814% | 0.00% |
| 17 | LOS ANGELES CAPITAL MANAGEMENT LLC | 126K | $1.7M | β | 0.675% | 0.01% |
| 18 | AMERICAN CENTURY COMPANIES INC | 122K | $1.6M | -36.4% | 0.655% | 0.00% |
| 19 | NORTHERN TRUST CORP | 112K | $1.5M | +0.3% | 0.598% | 0.00% |
| 20 | ARDSLEY ADVISORY PARTNERS LP | 100K | $1.3M | +100.0% | 0.536% | 0.18% |
| 21 | BANK OF AMERICA CORP /DE/ | 91K | $1.2M | +582.8% | 0.487% | 0.00% |
| 22 | Nuveen, LLC | 89K | $1.2M | +477.7% | 0.475% | 0.00% |
| 23 | BNP PARIBAS ARBITRAGE, SA | 88K | $1.2M | +3.7% | 0.473% | 0.00% |
| 24 | SEI INVESTMENTS CO | 87K | $1.1M | β | 0.467% | 0.00% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 82K | $1.1M | β | 0.441% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in ESOA β a direct measure of their conviction.
Filings activity in ESOA during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 103 | +18% | 36.17% | +18.69 pp | $113M | +107% |
| Q4 2025 | 87 | +2.4% | 17.48% | 4.32 pp | $54M | 20% |
| Q3 2025 | 85 | +1.2% | 21.80% | +2.41 pp | $68M | +12% |
| Q2 2025 | 84 | +11% | 19.39% | +3.02 pp | $60M | +18% |
| Q1 2025 | 76 | +8.6% | 16.37% | 5.48 pp | $51M | 25% |
| Q4 2024 | 70 | +35% | 21.85% | +10.57 pp | $68M | +94% |
| Q3 2024 | 52 | +30% | 11.28% | +2.94 pp | $35M | +35% |
| Q2 2024 | 40 | β | 8.34% | β | $26M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ESOA stock.
Based on Q1 2026 13F filings, institutional ownership of Energy Services of America Corporation stands at 36.2%, held across 103 reporting institutions.
NEEDHAM INVESTMENT MANAGEMENT LLC is the largest reported institutional holder of ESOA, with approximately 800,000 shares worth $0.01B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of ESOA, including TWO SIGMA INVESTMENTS, LP, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for ESOA is 70 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
32 institutions opened new positions in ESOA during Q1 2026, while 16 fully exited. 59 added to existing positions and 11 trimmed.
ESOA institutional ownership rose by 18.69 percentage points quarter-over-quarter, with a net change of +16 holders.
The top 10 institutions account for 56.5% of all reported 13F value in ESOA, and the top 25 account for 80.7%.
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.