ESQEsquire Financial Holdings, Inc.

$112.62

Who owns ESQ

161 institutions reported holding ESQ for 2026Q1, together 70% of the company, more than the 155 a quarter earlier.

161

Institutions reporting a position · as of 2026Q1 · up from 155 the quarter before

Shares held by institutions
6.1M

Shares held by institutions · 70% of the company · long US equity positions only, as reported on Form 13F

Reported value
$656M

Reported value · at 2026-03-31 prices, not today's

Top 5 holders
27%

Top 5 holders · of the whole company, between five filers

Details
Reporting quarter2026-03-31
2026Q1
Quarters on record
36
New positions
18
Positions exited
18
Added to
53
Reduced
49
Top 10 holdersof the company
41%
Institutional ownership by quarter, 2017Q2 to 2026Q1
QuarterFilersSharesReported value
2026Q11616.1M$656M
2025Q41555.8M$597M
2025Q31565.8M$588M
2025Q21485.8M$547M
2025Q11305.6M$421M
2024Q41214.9M$393M
2024Q31094.7M$307M
2024Q21024.5M$216M
2024Q1934.7M$222M
2023Q4914.5M$225M
2023Q3884.5M$207M
2023Q2844.6M$211M
2023Q1844.6M$178M
2022Q4794.6M$198M
2022Q3724.6M$173M
2022Q2684.5M$151M
Largest reported holders, 2026Q1
HolderShares% of companyValue
Mawer Investment Management Ltd.0.7M8.3%$78M
BlackRock Inc.0.6M6.3%$59M
VANGUARD GROUP INC0.5M5.3%$50M
WASATCH ADVISORS LP0.3M4.0%$37M
Copeland Capital Management, LLC0.3M3.5%$33M
BASSWOOD CAPITAL MANAGEMENT, L.L.C.0.3M3.1%$29M
STATE STREET CORP0.3M3.1%$29M
Ampfield Management, L.P.0.2M2.7%$25M
AMERICAN CENTURY COMPANIES INC0.2M2.6%$25M
GEODE CAPITAL MANAGEMENT LLC0.2M2.6%$24M

SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.

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