ESCO TECHNOLOGIES INC ESE
COM · Common Stock · CUSIP 296315104 · ISIN US2963151046
- SectorTechnology
- IndustryCommunications Equipment, NEC
- HeadquartersSt. Louis, MO
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.5m this quarter). Holder counts are more reliable. Shares outstanding: 25.8m as of 2024-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $105.04. Options: 2 managers hold calls ($220.6k notional), 3 hold puts ($367.6k).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 179 |
| Q4 2022 | 203 |
| Q1 2023 | 194 |
| Q2 2023 | 202 |
| Q3 2023 | 204 |
| Q4 2023 | 223 |
| Q1 2024 | 245 |
| Q2 2024 | 258 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 95 | 79 |
| Q1 2023 | 89 | 90 |
| Q2 2023 | 85 | 90 |
| Q3 2023 | 76 | 95 |
| Q4 2023 | 88 | 89 |
| Q1 2024 | 123 | 98 |
| Q2 2024 | 134 | 104 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $0 | $0 | — |
| Q4 2023 | $362.8k | $234.1k | 0.65 |
| Q1 2024 | $653.0k | $310.4k | 0.48 |
| Q2 2024 | $220.6k | $367.6k | 1.67 |
Biggest buyers
| Select Equity Group, L.P. | Added | +290.7k |
| Nuveen Asset Management, LLC | Added | +225.1k |
| FEDERATED HERMES, INC. | New | +148.8k |
| F/m Investments LLC | New | +90.0k |
| NEUBERGER BERMAN GROUP LLC | Added | +53.3k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | Added | +48.7k |
| Champlain Investment Partners, LLC | Added | +47.9k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | Added | +46.7k |
| Bank of New York Mellon Corp | Added | +43.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +39.9k |
Biggest sellers
| MORGAN STANLEY | Reduced | -452.9k |
| T. Rowe Price Investment Management, Inc. | Reduced | -420.2k |
| Capital International Investors | Sold out | -205.5k |
| GOLDMAN SACHS GROUP INC | Reduced | -166.4k |
| COMMERCE BANK | Reduced | -143.1k |
| CARDINAL CAPITAL MANAGEMENT LLC /CT | Reduced | -56.9k |
| BlackRock Inc. | Reduced | -55.3k |
| ROYCE & ASSOCIATES LP | Reduced | -39.1k |
| VANGUARD GROUP INC | Reduced | -35.6k |
| TEXAS PERMANENT SCHOOL FUND CORP | Sold out | -22.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $220.6k2.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CenterStar Asset Management, LLC | New | $357.1k3.4k shares |
| CITADEL ADVISORS LLC | Reduced | $10.5k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
TBG AG
13D · may seek influence
new · filed 2026-10-08
Stated purposeOn the Completion Date, in connection with the consummation of the Transaction pursuant to the Purchase Agreement, the Reporting Person entered into that certain Shareholder Agreement, dated as of October 1, 2026, by and between the Reporting Person and the Issuer (the "Shareholder Agreement"), which provides for, among other things, certain transfer restrictions, standstill obligations, voting commitments, board designation rights, consent rights, preemptive rights, registration rights and information rights of the Reporting Person with respect to the Issuer and the Common Stock. The terms and provisions of the Shareholder Agreement are more fully described in the October 1 Form 8-K, and are further described in Item 6 of this Schedule 13D, which is incorporated into this Item 4 by refer… Full filing |
16.4% |
| BlackRock, Inc. 13G · institution filed 2025-10-17 | 14.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.0% |
| Invesco Ltd. 13G · institution new · filed 2026-08-13 | 5.8% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 1 | $90.2k | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 3.9m $410.7m | Reduced -55.3k |
| VANGUARD GROUP INC 0.01% of their portfolio | 2.9m $300.4m | Reduced -35.6k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.4m $144.2m | Added +16.2k |
| Champlain Investment Partners, LLC 0.81% of their portfolio | 1.3m $132.7m | Added +47.9k |
| T. Rowe Price Investment Management, Inc. 0.07% of their portfolio | 1.1m $112.1m | Reduced -420.2k |
| Conestoga Capital Advisors, LLC 1.62% of their portfolio | 1.0m $108.1m | Added +3.1k |
| STATE STREET CORP 0.00% of their portfolio | 1.0m $105.5m | Added +4.3k |
| NEUBERGER BERMAN GROUP LLC 0.08% of their portfolio | 937.7k $98.5m | Added +53.3k |
| GENEVA CAPITAL MANAGEMENT LLC 1.62% of their portfolio | 845.2k $88.8m | Reduced -20.9k |
| ROYCE & ASSOCIATES LP 0.64% of their portfolio | 656.8k $69.0m | Reduced -39.1k |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 630.8k $66.3m | Added +225.1k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.43% of their portfolio | 594.5k $62.4m | Added +46.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 589.6k $61.9m | Added +26.6k |
| MACQUARIE GROUP LTD 0.06% of their portfolio | 502.0k $52.7m | Added +1.8k |
| LOOMIS SAYLES & CO L P 0.06% of their portfolio | 424.6k $44.6m | Added +25.7k |
| Select Equity Group, L.P. 0.16% of their portfolio | 395.5k $41.5m | Added +290.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 337.9k $35.5m | Added +22.8k |
| MORGAN STANLEY 0.00% of their portfolio | 313.9k $33.0m | Reduced -452.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 291.9k $30.7m | Added +11.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 283.3k $29.8m | Added +43.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 278.0k $29.2m | Reduced -9.3k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 242.2k $25.4m | Reduced -5.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio | 229.5k $24.1m | Unchanged |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.10% of their portfolio | 223.4k $23.5m | Added +12.4k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.13% of their portfolio | 185.8k $19.5m | Added +48.7k |
| CRAWFORD INVESTMENT COUNSEL INC 0.37% of their portfolio | 183.0k $19.2m | Reduced -3.4k |
| NORGES BANK 0.00% of their portfolio | 161.3k $16.9m | Reduced -11.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 159.9k $16.8m | Reduced -11.5k |
| FEDERATED HERMES, INC. 0.04% of their portfolio | 148.8k $15.6m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 148.3k $15.6m | Reduced -7.5k |
| Invesco Ltd. 0.00% of their portfolio | 142.2k $14.9m | Reduced -12.5k |
| Tributary Capital Management, LLC 1.22% of their portfolio | 140.1k $14.7m | Added +24.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 134.3k $14.1m | Reduced -5.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 122.4k $12.9m | Reduced -166.4k |
| GHP Investment Advisors, Inc. 0.56% of their portfolio | 106.1k $11.1m | Added +1.0k |
| Ceredex Value Advisors LLC 0.19% of their portfolio | 93.8k $9.9m | Reduced -350 |
| F/m Investments LLC 0.34% of their portfolio | 90.0k $9.5m | New |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 86.1k $9.0m | Added +12.2k |
| COMERICA BANK 0.04% of their portfolio | 84.6k $8.9m | Reduced -544 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 78.7k $8.3m | Reduced -3.2k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 76.5k $8.0m | Added +493 |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 72.9k $7.7m | Added +29.3k |
| Legal & General Group Plc 0.00% of their portfolio | 71.8k $7.5m | Reduced -559 |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 69.8k $7.3m | Added +36.2k |
| Granite Investment Partners, LLC 0.30% of their portfolio | 69.3k $7.3m | Reduced -62 |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 64.5k $6.8m | Added +676 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 60.2k $6.3m | Added +39.9k |
| Public Sector Pension Investment Board 0.04% of their portfolio | 56.7k $6.0m | Added +3.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 56.2k $5.9m | Added +24.3k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 54.0k $5.7m | Added +19.2k |
| Edgestream Partners, L.P. 0.27% of their portfolio | 53.5k $5.6m | Added +33.7k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.13% of their portfolio | 53.1k $5.6m | Unchanged |
| Swiss National Bank 0.00% of their portfolio | 50.8k $5.3m | Unchanged |
| COMMERCE BANK 0.03% of their portfolio | 50.3k $5.3m | Reduced -143.1k |
| Squarepoint Ops LLC 0.02% of their portfolio | 49.7k $5.2m | Added +9.7k |
| Advantage Alpha Capital Partners LP 0.99% of their portfolio | 43.0k $4.5m | Reduced -15.0k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 40.4k $4.2m | Reduced -14.2k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 38.9k $4.1m | Added +5.3k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 38.7k $4.1m | Added +26.3k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 34.7k $3.6m | Added +647 |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.06% of their portfolio | 30.9k $3.2m | New |
| DEAN INVESTMENT ASSOCIATES, LLC 0.46% of their portfolio | 30.8k $3.2m | New |
| NISA INVESTMENT ADVISORS, LLC 0.02% of their portfolio | 29.8k $3.1m | Reduced -12.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 29.4k $3.1m | Unchanged |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 27.9k $2.9m | Reduced -817 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 27.5k $2.9m | Added +14.9k |
| CITIGROUP INC 0.00% of their portfolio | 26.6k $2.8m | Added +2.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 25.2k $2.6m | Reduced -589 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 25.0k $2.6m | Reduced -46 |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 24.9k $2.6m | Added +22.8k |
| CARDINAL CAPITAL MANAGEMENT LLC /CT 0.68% of their portfolio | 23.6k $2.5m | Reduced -56.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 22.8k $2.4m | Added +11.0k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 22.5k $2.4m | Reduced -1.1k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.05% of their portfolio | 22.0k $2.3m | Added +3.6k |
| PDT Partners, LLC 0.21% of their portfolio | 21.3k $2.2m | Added +11.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 21.2k $2.2m | Added +799 |
| UBS Group AG 0.00% of their portfolio | 21.1k $2.2m | Reduced -7.5k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 21.0k $2.2m | Reduced -6.8k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 20.4k $2.1m | Added +2.1k |
| TD Asset Management Inc 0.00% of their portfolio | 19.6k $2.1m | Added +900 |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 19.2k $2.0m | Added +12.7k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 17.2k $1.8m | Reduced -10.0k |
| BESSEMER GROUP INC 0.00% of their portfolio | 17.1k $1.8m | Added +655 |
| Cubist Systematic Strategies, LLC 0.03% of their portfolio | 16.3k $1.7m | Added +12.1k |
| State of Alaska, Department of Revenue 0.02% of their portfolio | 15.1k $1.6m | Reduced -597 |
| NATIXIS ADVISORS, LLC 0.00% of their portfolio | 15.1k $1.6m | New |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 15.0k $1.6m | Added +12.8k |
| Corebridge Financial, Inc. 0.01% of their portfolio | 15.0k $1.6m | First filing |
| MetLife Investment Management, LLC 0.01% of their portfolio | 14.9k $1.6m | Added +1.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 14.5k $1.5m | Added +1.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 14.3k $1.5m | Added +525 |
| Illinois Municipal Retirement Fund 0.02% of their portfolio | 14.2k $1.5m | Reduced -704 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 13.4k $1.4m | Reduced -10.3k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 13.0k $1.4m | First filing |
| Louisiana State Employees Retirement System 0.03% of their portfolio | 13.0k $1.4m | Added +200 |
| KENNEDY CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 12.8k $1.3m | Reduced -7.3k |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 12.8k $1.3m | Unchanged |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 12.5k $1.3m | Reduced -9.2k |
| Jump Financial, LLC 0.03% of their portfolio | 12.0k $1.3m | Added +7.6k |
| State of Tennessee, Department of Treasury 0.00% of their portfolio | 11.9k $1.3m | Unchanged |