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 ($11.3m this quarter). Holder counts are more reliable. Shares outstanding: 25.8m as of 2025-07-31, 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 ≈ $191.86. Options: 5 managers hold calls ($1.6m notional), 1 hold puts ($0).
Trends to Q2 2025
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 |
| Q3 2024 | 258 |
| Q4 2024 | 285 |
| Q1 2025 | 339 |
| Q2 2025 | 364 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 76 | 95 |
| Q4 2023 | 88 | 89 |
| Q1 2024 | 123 | 98 |
| Q2 2024 | 134 | 104 |
| Q3 2024 | 126 | 106 |
| Q4 2024 | 130 | 105 |
| Q1 2025 | 176 | 126 |
| Q2 2025 | 188 | 153 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $25.8k | $12.9k | 0.50 |
| Q4 2024 | $26.6k | $40.0k | 1.50 |
| Q1 2025 | $0 | $0 | — |
| Q2 2025 | $1.6m | $0 | 0.00 |
Biggest buyers
| Invesco Ltd. | Added | +548.6k |
| ROYAL BANK OF CANADA | Added | +202.7k |
| Hood River Capital Management LLC | Added | +113.9k |
| VANGUARD GROUP INC | Added | +92.1k |
| PRUDENTIAL FINANCIAL INC | Added | +90.5k |
| EMERALD ADVISERS, LLC | New | +89.0k |
| Driehaus Capital Management LLC | Added | +72.0k |
| MILLENNIUM MANAGEMENT LLC | Added | +67.3k |
| DF DENT & CO INC | New | +59.4k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +56.9k |
Biggest sellers
| DIMENSIONAL FUND ADVISORS LP | Reduced | -283.7k |
| Champlain Investment Partners, LLC | Reduced | -218.1k |
| BlackRock, Inc. | Reduced | -123.3k |
| GOLDMAN SACHS GROUP INC | Reduced | -103.3k |
| Nuveen, LLC | Reduced | -94.7k |
| ROYCE & ASSOCIATES LP | Reduced | -41.5k |
| T. Rowe Price Investment Management, Inc. | Reduced | -41.2k |
| NORGES BANK | Reduced | -38.8k |
| Cubist Systematic Strategies, LLC | Reduced | -31.9k |
| JPMORGAN CHASE & CO | Reduced | -31.7k |
Biggest calls
| CITADEL ADVISORS LLC | New | $652.4k3.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $441.3k2.3k shares |
| WOLVERINE TRADING, LLC | New | $272.3k1.4k shares |
| SIMPLEX TRADING, LLC | New | $249.0k1.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| 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 2025
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 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 1 | $90.2k | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 1 | $480.1k | — |
| Q4 2024 | 0 | — | 1 | $349.1k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 3.8m $732.9m | Reduced -123.3k |
| VANGUARD GROUP INC 0.01% of their portfolio | 3.1m $588.3m | Added +92.1k |
| STATE STREET CORP 0.01% of their portfolio | 1.1m $202.1m | Reduced -15.3k |
| NEUBERGER BERMAN GROUP LLC 0.15% of their portfolio | 1.0m $200.3m | Reduced -6.2k |
| Conestoga Capital Advisors, LLC 2.88% of their portfolio | 1.0m $195.1m | Reduced -26.8k |
| GENEVA CAPITAL MANAGEMENT LLC 2.84% of their portfolio | 883.0k $169.4m | Added +49.2k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 852.3k $163.5m | Reduced -283.7k |
| MORGAN STANLEY 0.01% of their portfolio | 731.1k $140.3m | Added +9.7k |
| Invesco Ltd. 0.02% of their portfolio | 707.2k $135.7m | Added +548.6k |
| T. Rowe Price Investment Management, Inc. 0.08% of their portfolio | 625.3k $120.0m | Reduced -41.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 614.6k $117.9m | Added +793 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.68% of their portfolio | 527.1k $101.1m | Reduced -16.7k |
| MACQUARIE GROUP LTD 0.12% of their portfolio | 510.8k $98.0m | Added +6.9k |
| Nuveen, LLC 0.02% of their portfolio | 471.3k $90.4m | Reduced -94.7k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 447.9k $85.9m | Added +202.7k |
| LOOMIS SAYLES & CO L P 0.10% of their portfolio | 404.0k $77.5m | Reduced -13.2k |
| ROYCE & ASSOCIATES LP 0.71% of their portfolio | 361.7k $69.4m | Reduced -41.5k |
| Champlain Investment Partners, LLC 0.48% of their portfolio | 355.9k $68.3m | Reduced -218.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 309.8k $59.4m | Reduced -5.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 304.3k $58.4m | Reduced -15.5k |
| Hood River Capital Management LLC 0.81% of their portfolio | 303.7k $58.3m | Added +113.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 294.4k $56.5m | Reduced -1.5k |
| Driehaus Capital Management LLC 0.44% of their portfolio | 284.3k $54.5m | Added +72.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 271.1k $52.0m | Reduced -20.9k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 233.1k $44.7m | Added +10.8k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 231.3k $44.4m | Reduced -103.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.16% of their portfolio | 222.3k $42.6m | Added +28.2k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.14% of their portfolio | 194.9k $37.4m | Unchanged |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio | 191.0k $36.7m | Added +13.4k |
| PRUDENTIAL FINANCIAL INC 0.05% of their portfolio | 185.9k $35.7m | Added +90.5k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio | 179.9k $34.5m | Reduced -13.8k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 176.8k $33.9m | Added +7.6k |
| Rockefeller Capital Management L.P. 0.04% of their portfolio | 165.6k $31.8m | Added +14.4k |
| Tributary Capital Management, LLC 2.75% of their portfolio | 162.0k $31.1m | Reduced -12.2k |
| CRAWFORD INVESTMENT COUNSEL INC 0.47% of their portfolio | 141.1k $27.1m | Reduced -18.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 138.8k $26.6m | Added +10.2k |
| FEDERATED HERMES, INC. 0.05% of their portfolio | 136.9k $26.3m | Reduced -17.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 116.1k $22.3m | Added +56.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 107.0k $20.5m | Added +24.5k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.12% of their portfolio | 106.3k $20.4m | Reduced -17.5k |
| GHP Investment Advisors, Inc. 0.84% of their portfolio | 98.7k $18.9m | Reduced -3.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 94.1k $18.1m | Added +9.6k |
| COMERICA BANK 0.07% of their portfolio | 90.7k $17.4m | Added +265 |
| EMERALD ADVISERS, LLC 0.63% of their portfolio | 89.0k $17.1m | New |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 88.4k $17.0m | Added +67.3k |
| Public Sector Pension Investment Board 0.07% of their portfolio | 88.0k $16.9m | Added +6.1k |
| TUDOR INVESTMENT CORP ET AL 0.12% of their portfolio | 81.2k $15.6m | Added +21.3k |
| FMR LLC 0.00% of their portfolio | 77.0k $14.8m | Reduced -18.5k |
| Ceredex Value Advisors LLC 0.31% of their portfolio | 74.7k $14.3m | Reduced -3.2k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.15% of their portfolio | 74.5k $14.3m | Added +3.1k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 73.9k $14.2m | Added +1.0k |
| Legal & General Group Plc 0.00% of their portfolio | 72.4k $13.9m | Added +1.5k |
| DF DENT & CO INC 0.14% of their portfolio | 59.4k $11.4m | New |
| UBS Group AG 0.00% of their portfolio | 56.6k $10.9m | Reduced -2.9k |
| Edgestream Partners, L.P. 0.29% of their portfolio | 54.6k $10.5m | Added +52.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 54.0k $10.4m | Reduced -31.7k |
| BARCLAYS PLC 0.00% of their portfolio | 50.9k $9.8m | Added +17.0k |
| Swiss National Bank 0.01% of their portfolio | 49.3k $9.5m | Reduced -700 |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.54% of their portfolio | 46.6k $8.9m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 45.5k $8.7m | Reduced -4.5k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 44.2k $8.5m | Added +8.4k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 43.9k $8.4m | Added +11.3k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 43.3k $8.3m | Added +18.2k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 42.2k $8.1m | Added +8.5k |
| ALGERT GLOBAL LLC 0.16% of their portfolio | 39.1k $7.5m | Added +33.2k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 35.4k $6.8m | Reduced -238 |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 34.9k $6.6m | Reduced -509 |
| GREAT LAKES ADVISORS, LLC 0.06% of their portfolio | 34.3k $6.6m | Reduced -4.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 33.9k $6.5m | Added +2.4k |
| Hillsdale Investment Management Inc. 0.24% of their portfolio | 33.8k $6.5m | Added +7.1k |
| F/m Investments LLC 0.23% of their portfolio | 33.5k $6.4m | Added +3.6k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% of their portfolio | 33.5k $6.4m | Reduced -3.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 33.1k $6.4m | Added +3.3k |
| CITIGROUP INC 0.00% of their portfolio | 33.0k $6.3m | Reduced -22.5k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.12% of their portfolio | 30.9k $5.9m | Unchanged |
| CASTLEARK MANAGEMENT LLC 0.17% of their portfolio | 30.1k $5.8m | New |
| Capitolis Liquid Global Markets LLC 0.04% of their portfolio | 29.7k $5.7m | New |
| Informed Momentum Co LLC 0.84% of their portfolio | 28.8k $5.5m | Added +1.1k |
| Global IMC LLC 1.43% of their portfolio | 28.7k $5.5m | Added +4 |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 26.9k $5.2m | Reduced -20.7k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 26.1k $5.0m | Reduced -14.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 25.7k $4.9m | Added +1.8k |
| MONETA GROUP INVESTMENT ADVISORS LLC 0.06% of their portfolio | 25.3k $4.9m | Unchanged |
| DEAN INVESTMENT ASSOCIATES, LLC 0.70% of their portfolio | 24.9k $4.8m | Added +168 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 23.8k $4.6m | Unchanged |
| INTECH INVESTMENT MANAGEMENT LLC 0.04% of their portfolio | 22.9k $4.4m | Added +2.6k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 22.6k $4.3m | Reduced -2.2k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 22.1k $4.2m | Added +3.7k |
| PDT Partners, LLC 0.24% of their portfolio | 21.9k $4.2m | Unchanged |
| Advisors Asset Management, Inc. 0.07% of their portfolio | 21.5k $4.1m | Added +7.2k |
| Granite Investment Partners, LLC 0.20% of their portfolio | 21.4k $4.1m | Reduced -2.6k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 21.4k $4.1m | Reduced -1.8k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.11% of their portfolio | 21.2k $4.1m | Reduced -3.6k |
| Dean Capital Management 1.59% of their portfolio | 20.2k $3.9m | Added +2.8k |
| NORGES BANK 0.00% of their portfolio | 19.5k $3.7m | Reduced -38.8k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 19.0k $3.6m | Reduced -755 |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 18.9k $3.6m | Added +859 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 18.7k $3.6m | Reduced -4.9k |
| COMMERCE BANK 0.02% of their portfolio | 18.5k $3.6m | Unchanged |
| Creative Planning 0.00% of their portfolio | 17.7k $3.4m | Added +257 |