ENERGY SERVICES OF AMER CORP (ESOA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 9,270,440 shares against 18,659,181 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $16.2M | 836,211 | 0.00% | 8q | +27.2%+$3.5M |
| NEEDHAM INVESTMENT MANAGEMENT LLC | $15.5M | 800,000 | 0.47% | 9q | HELD |
| HUNTINGTON NATIONAL BANK | $12.8M | 663,588 | 0.06% | 31q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $11.8M | 612,489 | 0.00% | 2q | +4.4%+$499.2K |
| Stokes Family Office, LLC | $8.9M | 462,149 | 1.04% | 18q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $6.9M | 355,827 | 0.00% | 17q | +23.9%+$1.3M |
| DIMENSIONAL FUND ADVISORS LP | $6.8M | 354,058 | 0.00% | 17q | +1.4%+$93.9K |
| TWO SIGMA INVESTMENTS, LP | $6.2M | 323,147 | 0.00% | 8q | +30.0%+$1.4M |
| MACKENZIE FINANCIAL CORP | $5.9M | 303,315 | 0.01% | 4q | +13.9%+$714.7K |
| RAFFLES ASSOCIATES LP | $5.6M | 288,784 | 2.45% | 17q | +69.5%+$2.3M |
| STATE STREET CORP | $5.2M | 269,752 | 0.00% | 10q | +14.3%+$654.0K |
| MARSHALL WACE, LLP | $4.9M | 254,906 | 0.00% | 2q | -10.9%-$601.5K |
| D. E. Shaw & Co., Inc. | $4.6M | 238,517 | 0.00% | 2q | +57.0%+$1.7M |
| AMERICAN CENTURY COMPANIES INC | $3.8M | 197,786 | 0.00% | 10q | +61.9%+$1.5M |
| Nuveen, LLC | $3.8M | 196,428 | 0.00% | 5q | +121.5%+$2.1M |
| ALGERT GLOBAL LLC | $3.5M | 182,808 | 0.04% | 3q | -61.0%-$5.5M |
| RENAISSANCE TECHNOLOGIES LLC | $3.2M | 164,412 | 0.00% | 17q | -24.4%-$1.0M |
| Bank of New York Mellon Corp | $3.0M | 155,099 | 0.00% | 7q | -0.7%-$20.4K |
| BANK OF AMERICA CORP /DE/ | $2.4M | 122,237 | 0.00% | 11q | +34.7%+$608.4K |
| NORTHERN TRUST CORP | $2.2M | 112,818 | 0.00% | 11q | +1.0%+$22.3K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.1M | 109,645 | 0.00% | 2q | +56.0%+$761.6K |
| BNP PARIBAS FINANCIAL MARKETS | $2.1M | 108,198 | 0.00% | 5q | +22.7%+$386.9K |
| Walleye Capital LLC | $2.1M | 108,099 | 0.01% | 2q | +54.0%+$733.1K |
| ARDSLEY ADVISORY PARTNERS LP | $1.9M | 100,000 | 0.20% | 4q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $1.9M | 96,483 | 0.00% | 2q | +17.3%+$275.8K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1.7M | 86,080 | 0.01% | 2q | -31.7%-$773.1K |
| Russell Investments Group, Ltd. | $1.5M | 78,337 | 0.00% | 5q | +16.2%+$211.1K |
| Squarepoint Ops LLC | $1.5M | 75,850 | 0.00% | 7q | +61.0%+$555.8K |
| Informed Momentum Co LLC | $1.3M | 68,755 | 0.12% | 2q | -4.0%-$54.7K |
| Verdence Capital Advisors LLC | $1.3M | 65,028 | 0.07% | 7q | HELD |
| RITHOLTZ WEALTH MANAGEMENT | $1.2M | 61,118 | 0.01% | 2q | +264.1%+$857.4K |
| GOLDMAN SACHS GROUP INC | $1.1M | 55,871 | 0.00% | 8q | +67.4%+$435.1K |
| THOMPSON DAVIS & CO., INC. | $1.1M | 54,825 | 0.63% | 5q | +169.4%+$666.7K |
| GLOBEFLEX CAPITAL L P | $1.1M | 54,775 | 0.14% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $1.0M | 53,704 | 0.00% | new | NEW |
| PANAGORA ASSET MANAGEMENT INC | $1.0M | 52,218 | 0.00% | 5q | -9.9%-$110.5K |
| VICTORY CAPITAL MANAGEMENT INC | $992.8K | 51,334 | 0.00% | 3q | +327.7%+$760.7K |
| Manatuck Hill Partners, LLC | $967.0K | 50,000 | 0.32% | 2q | +66.7%+$386.8K |
| MILLENNIUM MANAGEMENT LLC | $943.1K | 48,763 | 0.00% | 8q | -17.0%-$193.8K |
| JPMORGAN CHASE & CO | $935.5K | 48,951 | 0.00% | 5q | +52.4%+$321.6K |
| FIRST TRUST ADVISORS LP | $892.7K | 46,156 | 0.00% | 8q | +17.2%+$130.8K |
| SEI INVESTMENTS CO | $891.4K | 46,092 | 0.00% | 2q | -47.1%-$793.6K |
| Aristides Capital LLC | $890.5K | 46,043 | 0.17% | 2q | +4.4%+$37.2K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $880.3K | 45,519 | 0.00% | 10q | +172.3%+$557.0K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $824.1K | 42,611 | 0.00% | 5q | +22.9%+$153.6K |
| Sixth Street Partners Management Company, L.P. | $824.1K | 42,611 | 0.00% | new | NEW |
| PDT Partners, LLC | $763.0K | 39,450 | 0.04% | 2q | +9.4%+$65.6K |
| XTX Topco Ltd | $669.9K | 34,639 | 0.01% | 3q | +73.2%+$283.2K |
| UBS Group AG | $590.4K | 30,528 | 0.00% | 10q | +64.3%+$231.0K |
| Centiva Capital, LP | $575.0K | 29,733 | 0.01% | 2q | +6.7%+$35.9K |
| Calamos Advisors LLC | $563.9K | 29,158 | 0.00% | 2q | +175.8%+$359.5K |
| CITADEL ADVISORS LLC | $527.3K | 27,267 | 0.00% | 5q | -53.9%-$616.9K |
| Integrated Quantitative Investments LLC | $521.3K | 26,957 | 0.09% | new | NEW |
| Jump Financial, LLC | $512.5K | 26,500 | 0.00% | 3q | +45.4%+$160.1K |
| ESSEX INVESTMENT MANAGEMENT CO LLC | $503.9K | 26,053 | 0.07% | 12q | HELD |
| MORGAN STANLEY | $500.2K | 25,862 | 0.00% | 10q | -6.1%-$32.3K |
| BARCLAYS PLC | $466.8K | 24,136 | 0.00% | 7q | -19.1%-$109.9K |
| Qube Research & Technologies Ltd | $433.0K | 22,391 | 0.00% | 2q | -70.8%-$1.0M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $386.8K | 20,000 | 0.01% | 7q | +71.7%+$161.5K |
| Lionshead Wealth Management, LLC | $336.9K | 17,382 | 0.22% | 7q | HELD |
| RHUMBLINE ADVISERS | $325.7K | 16,839 | 0.00% | 5q | +11.9%+$34.7K |
| GFG Capital, LLC | $311.3K | 16,097 | 0.09% | 2q | HELD |
| Crown Wealth Group, LLC | $309.3K | 15,991 | 0.08% | 13q | HELD |
| WELLS FARGO & COMPANY/MN | $307.1K | 15,879 | 0.00% | 7q | -4.2%-$13.6K |
| Y-Intercept (Hong Kong) Ltd | $295.3K | 15,269 | 0.01% | new | NEW |
| Quadrature Capital Ltd | $293.0K | 15,152 | 0.00% | new | NEW |
| Vident Advisory, LLC | $272.3K | 14,081 | 0.00% | 2q | HELD |
| DEUTSCHE BANK AG\ | $270.4K | 13,980 | 0.00% | 5q | +80.8%+$120.8K |
| Kestra Advisory Services, LLC | $244.2K | 12,629 | 0.00% | 5q | HELD |
| OCCUDO QUANTITATIVE STRATEGIES LP | $236.7K | 12,241 | 0.01% | 2q | +2.2%+$5.1K |
| Koss-Olinger Consulting, LLC | $236.6K | 12,236 | 0.02% | 6q | -67.0%-$481.1K |
| JANE STREET GROUP, LLC | $221.1K | 11,430 | 0.00% | 4q | -78.1%-$790.5K |
| Point72 Asset Management, L.P. | $204.0K | 10,548 | 0.00% | 2q | -75.0%-$613.1K |
| MAI Capital Management | $203.7K | 10,530 | 0.00% | 2q | +1.5%+$2.9K |
| CITY HOLDING CO | $201.3K | 10,409 | 0.02% | 18q | HELD |
| Brevan Howard Capital Management LP | $197.3K | 10,201 | 0.00% | 2q | -28.2%-$77.7K |
| VERUS CAPITAL PARTNERS, LLC | $194.4K | 10,050 | 0.01% | 6q | -35.2%-$105.4K |
| ALLIANCEBERNSTEIN L.P. | $139.2K | 10,600 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $138.4K | 7,155 | 0.00% | 2q | HELD |
| CITIGROUP INC | $127.0K | 6,565 | 0.00% | 8q | +910.0%+$114.4K |
| STRS OHIO | $125.7K | 6,500 | 0.00% | 5q | +22.6%+$23.2K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $124.8K | 6,451 | 0.00% | 5q | +14.8%+$16.1K |
| State of Wyoming | $93.1K | 4,812 | 0.01% | new | NEW |
| Copeland Capital Management, LLC | $89.4K | 4,625 | 0.00% | 4q | -32.8%-$43.7K |
| Vanguard Global Advisers, LLC | $85.9K | 4,442 | 0.00% | 2q | HELD |
| FMR LLC | $83.8K | 4,335 | 0.00% | 9q | +2527.3%+$80.6K |
| Police & Firemen's Retirement System of New Jersey | $58.9K | 3,046 | 0.00% | 5q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $48.4K | 2,500 | 0.00% | 5q | -59.7%-$71.6K |
| PNC Financial Services Group, Inc. | $40.7K | 2,103 | 0.00% | 4q | -26.8%-$14.9K |
| ROYAL BANK OF CANADA | $38.0K | 1,967 | 0.00% | 7q | +55.6%+$13.6K |
| OSAIC HOLDINGS, INC. | $33.6K | 1,738 | 0.00% | 9q | +501.4%+$28.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $32.2K | 1,667 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $30.7K | 1,588 | 0.00% | 4q | -13.6%-$4.8K |
| Legal & General Group Plc | $26.5K | 1,369 | 0.00% | 5q | +27.6%+$5.7K |
| Ameritas Investment Partners, Inc. | $23.3K | 1,207 | 0.00% | 5q | HELD |
| NewEdge Advisors, LLC | $15.7K | 812 | 0.00% | new | NEW |
| FINANCIAL CONSULATE, INC | $9.7K | 500 | 0.00% | new | NEW |
| FEDERATED HERMES, INC. | $5.8K | 299 | 0.00% | 2q | +157.8%+$3.5K |
| Allworth Financial LP | $4.2K | 216 | 0.00% | 2q | +10700.0%+$4.1K |
| Stone House Investment Management, LLC | $3.9K | 200 | 0.00% | new | NEW |
Showing the largest 100 of 119 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 115 | $179.2M | 9,270,440 | 22 | 51 | 25 | 0.0% |
| Q1 2026 | 105 | $116.5M | 9,103,996 | 28 | 29 | 30 | 0.0% |
| Q4 2025 | 83 | $54.7M | 6,712,180 | 9 | 26 | 30 | 0.0% |
| Q3 2025 | 85 | $68.4M | 6,606,956 | 15 | 24 | 27 | 0.0% |
| Q2 2025 | 82 | $61.4M | 6,176,792 | 27 | 27 | 20 | 0.0% |
| Q1 2025 | 73 | $51.9M | 5,495,919 | 20 | 20 | 25 | 0.0% |
| Q4 2024 | 64 | $69.1M | 5,474,073 | 21 | 20 | 14 | 0.0% |
| Q3 2024 | 48 | $35.2M | 3,689,684 | 17 | 13 | 11 | 0.0% |
| Q2 2024 | 33 | $26.0M | 3,625,308 | 6 | 11 | 9 | 0.0% |
| Q1 2024 | 42 | $43.1M | 5,229,151 | 20 | 9 | 5 | 0.0% |
| Q4 2023 | 27 | $20.8M | 3,478,988 | 8 | 10 | 3 | 0.0% |
| Q3 2023 | 22 | $11.8M | 2,928,727 | 6 | 6 | 3 | 0.0% |
| Q2 2023 | 18 | $6.4M | 2,207,059 | 1 | 5 | 4 | 0.0% |
| Q1 2023 | 18 | $4.6M | 1,989,357 | 0 | 9 | 2 | 0.0% |
| Q4 2022 | 18 | $4.3M | 1,665,480 | 4 | 5 | 1 | 0.0% |
| Q3 2022 | 20 | $5.0M | 1,762,271 | 3 | 6 | 4 | 0.0% |
| Q2 2022 | 18 | $5.1M | 2,461,984 | 10 | 1 | 2 | 0.0% |
| Q1 2022 | 14 | $4.5M | 1,576,333 | 12 | 0 | 1 | 0.0% |
| Q4 2021 | 2 | $3.2M | 368,364 | 0 | 1 | 0 | 0.0% |
| Q3 2021 | 1 | $601.0K | 361,764 | 0 | 0 | 0 | 0.0% |
| Q2 2021 | 2 | $848.0K | 363,764 | 0 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $760.0K | 361,764 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $369.0K | 361,764 | 0 | 0 | 1 | 0.0% |
| Q3 2020 | 1 | $317.0K | 386,764 | 0 | 0 | 1 | 0.0% |
| Q2 2020 | 1 | $294.0K | 391,764 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $306.0K | 391,764 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $302.0K | 391,764 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $294.0K | 391,764 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $313.0K | 391,764 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $415.0K | 391,764 | 0 | 0 | 0 | 0.0% |
| Q4 2018 | 1 | $462.0K | 391,764 | 0 | 0 | 0 | 0.0% |