ESQUIRE FINL HLDGS INC (ESQ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
157
Reporting holders
$718.5M
Reported value
49.9%
Of shares outstanding
0.0%
Held as options
+0
Holder change
Institutions report 6,040,066 shares against 12,104,583 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. | $71.7M | 601,624 | 0.00% | 8q | +9.3%+$6.1M |
| Mawer Investment Management Ltd. | $69.5M | 583,871 | 0.47% | 7q | -19.5%-$16.8M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $44.0M | 369,416 | 1.75% | 31q | +37.5%+$12.0M |
| STATE STREET CORP | $42.0M | 352,787 | 0.00% | 31q | +32.5%+$10.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $37.8M | 317,112 | 0.00% | 2q | +1.7%+$630.0K |
| Copeland Capital Management, LLC | $35.3M | 296,535 | 0.73% | 8q | -2.7%-$966.2K |
| WASATCH ADVISORS LP | $34.8M | 292,242 | 0.23% | 31q | -15.1%-$6.2M |
| AMERICAN CENTURY COMPANIES INC | $29.3M | 245,685 | 0.01% | 16q | +6.9%+$1.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $28.9M | 242,287 | 0.00% | 31q | +7.8%+$2.1M |
| DIMENSIONAL FUND ADVISORS LP | $24.4M | 204,697 | 0.00% | 30q | +1.9%+$463.3K |
| Langdon Equity Partners | $22.5M | 189,000 | 12.58% | 3q | +34.7%+$5.8M |
| ROYCE & ASSOCIATES LP | $20.5M | 172,177 | 0.17% | 6q | +6.1%+$1.2M |
| NORTHERN TRUST CORP | $14.7M | 123,360 | 0.00% | 31q | +3.7%+$525.5K |
| Gator Capital Management, LLC | $12.0M | 100,896 | 2.52% | 19q | +2.6%+$303.7K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $10.8M | 90,361 | 0.00% | 2q | -1.9%-$208.9K |
| MORGAN STANLEY | $10.4M | 87,597 | 0.00% | 35q | -34.0%-$5.4M |
| Uniplan Investment Counsel, Inc. | $9.9M | 83,174 | 0.46% | 4q | +234.9%+$6.9M |
| RENAISSANCE TECHNOLOGIES LLC | $9.5M | 79,600 | 0.01% | 3q | +42.1%+$2.8M |
| ALLIANCEBERNSTEIN L.P. | $8.3M | 77,157 | 0.00% | 21q | +0.7%+$53.8K |
| GOLDMAN SACHS GROUP INC | $8.0M | 67,334 | 0.00% | 16q | -6.4%-$551.8K |
| Granite Investment Partners, LLC | $7.3M | 61,306 | 0.37% | 2q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.8M | 56,931 | 0.00% | 17q | +2.6%+$173.7K |
| Sixth Street Partners Management Company, L.P. | $6.8M | 56,931 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $5.9M | 49,704 | 0.00% | 2q | +3.4%+$192.0K |
| Pembroke Management, LTD | $5.8M | 48,740 | 0.41% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $5.8M | 48,410 | 0.00% | 5q | -5.1%-$309.7K |
| TWO SIGMA INVESTMENTS, LP | $5.5M | 46,331 | 0.00% | 19q | +118.7%+$3.0M |
| UBS Group AG | $5.2M | 43,552 | 0.00% | 31q | +50.3%+$1.7M |
| RAYMOND JAMES FINANCIAL INC | $4.7M | 39,796 | 0.00% | 7q | +536.9%+$4.0M |
| Squarepoint Ops LLC | $4.7M | 39,769 | 0.01% | 2q | +1235.9%+$4.4M |
| Numerai GP LLC | $4.4M | 36,627 | 0.36% | 8q | +29.4%+$991.2K |
| Russell Investments Group, Ltd. | $4.3M | 36,272 | 0.00% | 14q | -9.6%-$461.1K |
| FIRST MANHATTAN CO. LLC. | $4.3M | 35,928 | 0.01% | 25q | -25.4%-$1.5M |
| Horizon Investment Services, LLC | $4.2M | 35,501 | 1.18% | 16q | +1.6%+$67.5K |
| Bank of New York Mellon Corp | $4.0M | 33,940 | 0.00% | 31q | -5.8%-$249.7K |
| Corient Private Wealth LP | $3.8M | 31,676 | 0.00% | 15q | +96.8%+$1.9M |
| Rosenthal | Henry Capital Advisors, Inc. | $3.7M | 31,187 | 3.25% | 10q | -18.0%-$815.9K |
| RBF Capital, LLC | $3.6M | 30,000 | 0.15% | 21q | HELD |
| Cox Capital Mgt LLC | $3.2M | 27,069 | 1.79% | 15q | HELD |
| CITADEL ADVISORS LLC | $3.1M | 26,114 | 0.00% | new | NEW |
| Nuveen, LLC | $3.1M | 25,730 | 0.00% | 6q | +40.9%+$888.9K |
| Arete Wealth Advisors, LLC | $2.9M | 24,016 | 0.06% | new | NEW |
| MARSHALL WACE, LLP | $2.5M | 21,059 | 0.00% | 2q | -34.9%-$1.3M |
| JPMORGAN CHASE & CO | $2.5M | 21,061 | 0.00% | 31q | -21.6%-$687.8K |
| BANK OF AMERICA CORP /DE/ | $2.5M | 20,636 | 0.00% | 31q | -76.4%-$8.0M |
| STIFEL FINANCIAL CORP | $2.4M | 20,486 | 0.00% | 5q | +2.1%+$49.9K |
| SEI INVESTMENTS CO | $2.4M | 20,116 | 0.00% | 5q | -23.5%-$737.5K |
| ROYAL BANK OF CANADA | $2.3M | 19,315 | 0.00% | 27q | -3.6%-$87.0K |
| EMERALD MUTUAL FUND ADVISERS TRUST | $2.2M | 18,513 | 0.08% | 17q | HELD |
| XTX Topco Ltd | $2.2M | 18,327 | 0.03% | 2q | +62.0%+$835.3K |
| WELLS FARGO & COMPANY/MN | $2.2M | 18,190 | 0.00% | 31q | -35.5%-$1.2M |
| PRINCIPAL FINANCIAL GROUP INC | $2.1M | 18,030 | 0.00% | 5q | +8.3%+$165.0K |
| CITIGROUP INC | $1.8M | 15,288 | 0.00% | 18q | -29.0%-$742.1K |
| Swiss National Bank | $1.8M | 15,200 | 0.00% | 6q | +6.3%+$107.2K |
| AMERIPRISE FINANCIAL INC | $1.8M | 14,852 | 0.00% | 14q | -49.7%-$1.7M |
| BARCLAYS PLC | $1.7M | 14,004 | 0.00% | 17q | +49.2%+$550.1K |
| TUDOR INVESTMENT CORP ET AL | $1.7M | 13,873 | 0.00% | 2q | -39.7%-$1.1M |
| NEW YORK STATE COMMON RETIREMENT FUND | $1.6M | 13,613 | 0.00% | 17q | HELD |
| HighTower Advisors, LLC | $1.6M | 13,216 | 0.00% | 19q | +1.7%+$26.1K |
| MILLENNIUM MANAGEMENT LLC | $1.6M | 13,186 | 0.00% | 4q | +81.3%+$704.1K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1.6M | 13,077 | 0.01% | 17q | +67.9%+$630.1K |
| Cetera Investment Advisers | $1.4M | 11,645 | 0.00% | 15q | -5.2%-$76.1K |
| D. E. Shaw & Co., Inc. | $1.3M | 10,640 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $1.2M | 10,416 | 0.00% | 17q | +2.9%+$35.1K |
| Quantbot Technologies LP | $1.2M | 10,331 | 0.05% | 4q | +96.3%+$603.6K |
| Grandeur Peak Global Advisors, LLC | $1.2M | 10,253 | 0.14% | 31q | -10.7%-$145.9K |
| Rafferty Asset Management, LLC | $1.1M | 9,197 | 0.00% | 6q | +13.5%+$130.5K |
| Creative Planning | $1.1M | 8,877 | 0.00% | 7q | +75.9%+$456.1K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1.1M | 8,829 | 0.02% | 3q | +28.0%+$230.0K |
| Bahl & Gaynor LLC | $1.0M | 8,600 | 0.00% | 8q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $998.7K | 8,385 | 0.00% | 17q | +91.3%+$476.6K |
| Legal & General Group Plc | $986.8K | 8,285 | 0.00% | 17q | +28.1%+$216.5K |
| AQR CAPITAL MANAGEMENT LLC | $981.7K | 8,242 | 0.00% | 16q | +3.9%+$37.3K |
| DEUTSCHE BANK AG\ | $897.4K | 7,534 | 0.00% | 17q | +13.7%+$108.2K |
| Quantinno Capital Management LP | $892.8K | 7,496 | 0.00% | 4q | +51.7%+$304.4K |
| Y-Intercept (Hong Kong) Ltd | $861.0K | 7,229 | 0.02% | new | NEW |
| HSBC HOLDINGS PLC | $851.3K | 7,136 | 0.00% | 2q | +9.8%+$76.0K |
| VANGUARD ASSET MANAGEMENT, Ltd | $806.1K | 6,768 | 0.00% | 2q | +50.7%+$271.3K |
| Sanctuary Advisors, LLC | $745.5K | 6,259 | 0.00% | 9q | +1.2%+$9.2K |
| Vise Technologies, Inc. | $681.8K | 5,724 | 0.01% | 3q | -0.7%-$4.8K |
| PDT Partners, LLC | $680.7K | 5,715 | 0.04% | 7q | +89.6%+$321.6K |
| FIRST TRUST ADVISORS LP | $648.0K | 5,440 | 0.00% | 16q | -52.3%-$709.2K |
| STATE OF WISCONSIN INVESTMENT BOARD | $622.5K | 5,226 | 0.00% | 7q | -6.1%-$40.3K |
| Invesco Ltd. | $607.5K | 5,100 | 0.00% | 17q | -75.2%-$1.8M |
| MALTESE CAPITAL MANAGEMENT LLC | $595.5K | 5,000 | 0.11% | 31q | -45.8%-$503.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $558.0K | 4,685 | 0.00% | 6q | HELD |
| ALPS ADVISORS INC | $542.1K | 4,551 | 0.00% | 6q | +1.1%+$6.1K |
| Arcus Capital Partners, LLC | $535.5K | 4,496 | 0.22% | 6q | +13.7%+$64.4K |
| MetLife Investment Management, LLC | $511.0K | 4,290 | 0.00% | 17q | +6.7%+$32.2K |
| Vanguard Global Advisers, LLC | $457.6K | 3,842 | 0.00% | 2q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $402.0K | 3,375 | 0.00% | 9q | HELD |
| Entropy Technologies, LP | $394.3K | 3,310 | 0.02% | new | NEW |
| FMR LLC | $390.9K | 3,282 | 0.00% | 18q | -1.0%-$3.8K |
| Boston Partners | $384.0K | 3,224 | 0.00% | 14q | -29.9%-$164.0K |
| Meridian Wealth Management, LLC | $357.3K | 3,000 | 0.01% | 7q | HELD |
| Jupiter Topco LLC | $334.0K | 2,800 | 0.00% | new | FIRST |
| DRW Securities, LLC | $330.1K | 2,771 | 0.01% | new | NEW |
| Next Level Private LLC | $297.8K | 2,500 | 0.06% | 5q | HELD |
| Engineers Gate Manager LP | $294.4K | 2,472 | 0.00% | new | NEW |
| Police & Firemen's Retirement System of New Jersey | $281.5K | 2,363 | 0.00% | 7q | +19.8%+$46.6K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G/A | Mawer Investment Management Ltd. | 6.8% |
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 | 157 | $718.5M | 6,040,066 | 21 | 65 | 45 | 0.0% |
| Q1 2026 | 157 | $618.2M | 5,761,559 | 19 | 50 | 49 | 0.0% |
| Q4 2025 | 147 | $561.3M | 5,486,585 | 11 | 51 | 41 | 0.0% |
| Q3 2025 | 148 | $546.8M | 5,360,204 | 22 | 49 | 39 | 0.0% |
| Q2 2025 | 144 | $509.5M | 5,382,536 | 35 | 40 | 41 | 0.0% |
| Q1 2025 | 123 | $382.8M | 5,078,247 | 18 | 37 | 36 | 0.0% |
| Q4 2024 | 114 | $354.6M | 4,465,790 | 18 | 30 | 36 | 0.0% |
| Q3 2024 | 103 | $280.2M | 4,295,796 | 19 | 35 | 30 | 0.0% |
| Q2 2024 | 95 | $205.2M | 4,311,283 | 13 | 27 | 37 | 0.0% |
| Q1 2024 | 85 | $209.0M | 4,403,442 | 8 | 29 | 26 | 0.0% |
| Q4 2023 | 84 | $211.7M | 4,237,744 | 4 | 36 | 24 | 0.0% |
| Q3 2023 | 83 | $194.5M | 4,258,377 | 7 | 22 | 29 | 0.0% |
| Q2 2023 | 79 | $200.1M | 4,373,778 | 6 | 25 | 31 | 0.0% |
| Q1 2023 | 73 | $169.8M | 4,345,392 | 6 | 37 | 19 | 0.0% |
| Q4 2022 | 66 | $175.7M | 4,062,581 | 8 | 26 | 19 | 0.0% |
| Q3 2022 | 72 | $173.1M | 4,610,581 | 11 | 20 | 26 | 0.0% |
| Q2 2022 | 67 | $151.4M | 4,545,682 | 22 | 20 | 17 | 0.0% |
| Q1 2022 | 50 | $141.0M | 4,195,700 | 6 | 18 | 15 | 0.0% |
| Q4 2021 | 47 | $132.3M | 4,196,176 | 9 | 10 | 7 | 0.0% |
| Q3 2021 | 41 | $112.9M | 3,939,783 | 3 | 12 | 15 | 0.0% |
| Q2 2021 | 46 | $82.3M | 3,470,174 | 11 | 9 | 16 | 0.0% |
| Q1 2021 | 51 | $86.4M | 3,787,012 | 8 | 19 | 15 | 0.0% |
| Q4 2020 | 47 | $70.1M | 3,650,480 | 1 | 18 | 16 | 0.0% |
| Q3 2020 | 51 | $55.6M | 3,708,051 | 2 | 18 | 18 | 0.0% |
| Q2 2020 | 51 | $65.0M | 3,848,767 | 7 | 17 | 13 | 0.0% |
| Q1 2020 | 47 | $58.1M | 3,861,365 | 2 | 15 | 20 | 0.0% |
| Q4 2019 | 50 | $106.2M | 4,075,522 | 6 | 24 | 7 | 0.0% |
| Q3 2019 | 46 | $89.4M | 3,603,952 | 3 | 18 | 10 | 0.0% |
| Q2 2019 | 44 | $87.7M | 3,486,327 | 4 | 20 | 12 | 0.0% |
| Q1 2019 | 41 | $77.4M | 3,399,954 | 2 | 15 | 14 | 0.0% |
| Q4 2018 | 43 | $70.2M | 3,233,739 | 0 | 0 | 2 | 0.0% |