Vault-13

ESQUIRE FINL HLDGS INC ESQ

COM · Common Stock · CUSIP 29667J101

154 institutional holders +21 vs Q1 2025
5,885,4405.9m shares reported held*
68.9% of all shares outstanding*
$557.1mreported value*
36 new 42 added 49 reduced 13 sold out net bought ≈ $29.0m (+305.8k shares)

* 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 ($1.0m this quarter). Holder counts are more reliable. Shares outstanding: 8.5m as of 2025-08-01, 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 ≈ $94.66.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 72Q4 22: 80Q1 23: 86Q2 23: 86Q3 23: 89Q4 23: 92Q1 24: 94Q2 24: 103Q3 24: 112Q4 24: 125Q1 25: 133Q2 25: 154154Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202272
Q4 202280
Q1 202386
Q2 202386
Q3 202389
Q4 202392
Q1 202494
Q2 2024103
Q3 2024112
Q4 2024125
Q1 2025133
Q2 2025154

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 35 bought or addedQ3 23: 37 cut or sold outQ4 23: 48 bought or addedQ4 23: 33 cut or sold outQ4 23Q1 24: 47 bought or addedQ1 24: 38 cut or sold outQ2 24: 48 bought or addedQ2 24: 48 cut or sold outQ2 24Q3 24: 60 bought or addedQ3 24: 48 cut or sold outQ4 24: 60 bought or addedQ4 24: 50 cut or sold outQ4 24Q1 25: 63 bought or addedQ1 25: 52 cut or sold outQ2 25: 78 bought or addedQ2 25: 62 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233537
Q4 20234833
Q1 20244738
Q2 20244848
Q3 20246048
Q4 20246050
Q1 20256352
Q2 20257862

Biggest buyers

Copeland Capital Management, LLC Added +244,252+244.3k
ROYAL BANK OF CANADA Added +97,193+97.2k
ROYCE & ASSOCIATES LP Added +81,998+82.0k
VANGUARD GROUP INC Added +27,753+27.8k
ENVESTNET ASSET MANAGEMENT INC New +25,759+25.8k
NORTHERN TRUST CORP Added +25,616+25.6k
STIFEL FINANCIAL CORP New +16,231+16.2k
AMERICAN CENTURY COMPANIES INC Added +14,207+14.2k
Squarepoint Ops LLC Added +12,802+12.8k
POLEN CAPITAL MANAGEMENT LLC New +11,692+11.7k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -59,519-59.5k
WASATCH ADVISORS LP Reduced -52,077-52.1k
Grandeur Peak Global Advisors, LLC Reduced -31,175-31.2k
ALLIANCEBERNSTEIN L.P. Reduced -28,217-28.2k
MALTESE CAPITAL MANAGEMENT LLC Reduced -28,000-28.0k
TWO SIGMA ADVISERS, LP Sold out -21,700-21.7k
LOS ANGELES CAPITAL MANAGEMENT LLC Reduced -17,421-17.4k
Pacific Ridge Capital Partners, LLC Reduced -15,650-15.7k
STATE STREET CORP Reduced -12,381-12.4k
RENAISSANCE TECHNOLOGIES LLC Reduced -10,300-10.3k

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.

HolderStakeChangeShares Last filed
Mawer Investment Management Ltd. 13G · institution -2.5 pts · filed 2026-08-06 6.8% -2.5 pts 583.9k≈ $69.5m 2026-08-06

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)

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)

BuyingSelling
404Q3 23: 0 buyingQ3 23: 1 sellingQ4 23: 0 buyingQ4 23: 2 sellingQ4 23Q1 24: 0 buyingQ1 24: 1 sellingQ2 24: 0 buyingQ2 24: 1 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 1 buyingQ4 24: 2 sellingQ4 24Q1 25: 0 buyingQ1 25: 2 sellingQ2 25: 0 buyingQ2 25: 3 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—1$475.9k—
Q4 20230—2$420.3k—
Q1 20240—1$1.1m—
Q2 20240—1$829.3k—
Q3 20240—0——
Q4 20241$49.6k2$1.2m—
Q1 20250—2$1.7m—
Q2 20250—3$3.0m—
DateInsiderTradeSharesPrice ValueTheir holding
2025-04-29 ZISES SELIG Director · By Trust Sold 8,000 $84.15 $673.2k8.0k shares -8%
2025-04-29 ZISES SELIG Director · By profit sharing plan Sold 5,000 $83.99 $420.0k5.0k shares -14%
2025-04-29 Waterhouse Kevin C Director Sold 3,000 $83.87 $251.6k3.0k shares -3%
2025-04-28 Kornhaber Ari P EVP and Head of Corp Dev Sold 20,000 $83.51 $1.7m20.0k shares -16%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Mawer Investment Management Ltd. 0.37% of their portfolio CALGARY, A0 775,879775.9k $73.4m $73.4m 0.37% Reduced -4.0k -4,010
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 534,570534.6k $50.6m $50.6m 0.00% Reduced -3.0k -2,985
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 430,441430.4k $40.7m $40.7m 0.00% Added +27.8k +27,753
4 WASATCH ADVISORS LP 0.18% of their portfolio SALT LAKE CITY, UT 366,186366.2k $34.7m $34.7m 0.18% Reduced -52.1k -52,077
5 Ampfield Management, L.P. 28.11% of their portfolio NEW YORK, NY 281,502281.5k $26.6m $26.6m 28.11% Unchanged
6 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 1.27% of their portfolio NEW YORK, NY 268,727268.7k $25.4m $25.4m 1.27% Unchanged
7 Copeland Capital Management, LLC 0.48% of their portfolio Conshohocken, PA 244,861244.9k $23.2m $23.2m 0.48% Added +244.3k +244,252
8 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 224,198224.2k $21.2m $21.2m 0.01% Added +14.2k +14,207
9 GW&K Investment Management, LLC 0.19% of their portfolio BOSTON, MA 222,541222.5k $21.1m $21.1m 0.19% Reduced -2.4k -2,400
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 213,456213.5k $20.2m $20.2m 0.00% Reduced -12.4k -12,381
11 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 199,925199.9k $18.9m $18.9m 0.00% Added +7.7k +7,673
12 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 193,220193.2k $18.3m $18.3m 0.00% Added +4.4k +4,388
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 178,280178.3k $16.9m $16.9m 0.00% Added +97.2k +97,193
14 ROYCE & ASSOCIATES LP 0.14% of their portfolio New York, NY 143,559143.6k $13.6m $13.6m 0.14% Added +82.0k +81,998
15 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 107,743107.7k $10.2m $10.2m 0.00% Reduced -59.5k -59,519
16 Gator Capital Management, LLC 2.75% of their portfolio TAMPA, FL 93,06193.1k $8.8m $8.8m 2.75% Unchanged
17 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 89,25889.3k $8.4m $8.4m 0.00% Added +25.6k +25,616
18 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 81,38781.4k $7.7m $7.7m 0.00% Reduced -28.2k -28,217
19 FIRST MANHATTAN CO. LLC. 0.01% of their portfolio NEW YORK, NY 55,65555.7k $5.3m $5.3m 0.01% Reduced -1.2k -1,224
20 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 49,40749.4k $4.7m $4.7m 0.01% Added +6.8k +6,846
21 Grandeur Peak Global Advisors, LLC 0.56% of their portfolio SALT LAKE CITY, UT 48,86648.9k $4.6m $4.6m 0.56% Reduced -31.2k -31,175
22 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 47,01747.0k $4.5m $4.5m 0.00% Added +6.9k +6,878
23 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 43,58143.6k $4.1m $4.1m 0.00% Added +2.3k +2,341
24 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 42,70242.7k $4.0m $4.0m 0.00% Reduced -6.7k -6,708
25 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 40,46940.5k $3.8m $3.8m 0.00% Added +7.6k +7,617
26 PANAGORA ASSET MANAGEMENT INC 0.02% of their portfolio BOSTON, MA 39,09339.1k $3.7m $3.7m 0.02% Reduced -192 -192
27 Rosenthal | Henry Capital Advisors, Inc. 3.64% of their portfolio MISHAWAKA, IN 38,14238.1k $3.6m $3.6m 3.64% Reduced -641 -641
28 Pacific Ridge Capital Partners, LLC 0.85% of their portfolio LAKE OSWEGO, OR 37,50137.5k $3.5m $3.5m 0.85% Reduced -15.7k -15,650
29 Cox Capital Mgt LLC 2.42% of their portfolio ANDOVER, MA 37,49237.5k $3.5m $3.5m 2.42% Reduced -1.0k -1,015
30 Horizon Investment Services, LLC 1.45% of their portfolio HAMMOND, IN 34,89634.9k $3.3m $3.3m 1.45% Reduced -4.0k -4,015
31 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 31,27031.3k $3.0m $3.0m 0.00% Added +6.0k +6,021
32 RBF Capital, LLC 0.14% of their portfolio RENO, NV 30,00030.0k $2.8m $2.8m 0.14% Unchanged
33 UBS Group AG 0.00% of their portfolio ZURICH, V8 29,94929.9k $2.8m $2.8m 0.00% Reduced -2.1k -2,085
34 MALTESE CAPITAL MANAGEMENT LLC 0.36% of their portfolio New York, NY 27,00027.0k $2.6m $2.6m 0.36% Reduced -28.0k -28,000
35 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 25,75925.8k $2.4m $2.4m 0.00% New
36 Squarepoint Ops LLC 0.01% of their portfolio NEW YORK, NY 25,71225.7k $2.4m $2.4m 0.01% Added +12.8k +12,802
37 Elizabeth Park Capital Advisors, Ltd. 2.11% of their portfolio PEPPER PIKE, OH 24,80624.8k $2.3m $2.3m 2.11% Reduced -8.4k -8,404
38 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 21,64921.6k $2.0m $2.0m 0.00% Added +1.2k +1,190
39 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 18,52318.5k $1.8m $1.8m 0.00% Reduced -3.9k -3,944
40 EMERALD MUTUAL FUND ADVISERS TRUST 0.10% of their portfolio LEOLA, PA 17,64017.6k $1.7m $1.7m 0.10% Unchanged
41 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 16,90916.9k $1.6m $1.6m 0.00% Added +4.4k +4,423
42 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 16,23116.2k $1.5m $1.5m 0.00% New
43 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 16,03816.0k $1.5m $1.5m 0.00% Added +6.6k +6,629
44 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 15,32015.3k $1.5m $1.5m 0.00% Reduced -31 -31
45 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 15,22415.2k $1.4m $1.4m 0.00% Reduced -307 -307
46 Swiss National Bank 0.00% of their portfolio ZURICH, V8 13,70013.7k $1.3m $1.3m 0.00% Unchanged
47 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 13,51113.5k $1.3m $1.3m 0.00% Reduced -17.4k -17,421
48 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 13,11313.1k $1.2m $1.2m 0.00% Reduced -15 -15
49 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 11,93711.9k $1.1m $1.1m 0.00% Added +329 +329
50 POLEN CAPITAL MANAGEMENT LLC 0.00% of their portfolio Boca Raton, FL 11,69211.7k $1.1m $1.1m 0.00% New
51 BANTAMAC CAPITAL, LLC 0.40% of their portfolio CHICAGO, IL 11,69211.7k $1.1m $1.1m 0.40% Added +2.3k +2,328
52 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,54111.5k $1.1m $1.1m 0.00% Reduced -1.3k -1,334
53 BOOTHBAY FUND MANAGEMENT, LLC 0.03% of their portfolio NEW YORK, NY 11,44611.4k $1.1m $1.1m 0.03% Reduced -5.7k -5,659
54 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 10,96311.0k $1.0m $1.0m 0.00% Added +7.3k +7,298
55 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 10,90010.9k $1.0m $1.0m 0.00% Reduced -10.3k -10,300
56 Informed Momentum Co LLC 0.15% of their portfolio SOLANA BEACH, CA 10,66110.7k $1.0m $1.0m 0.15% Reduced -429 -429
57 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 10,27010.3k $972.2k $972.2k 0.00% Added +196 +196
58 CenterBook Partners LP 0.05% of their portfolio GREENWICH, CT 9,9369.9k $940.5k $940.5k 0.05% New
59 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 9,0859.1k $859.9k $859.9k 0.00% New
60 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 8,7458.7k $827.8k $827.8k 0.00% Reduced -1.7k -1,737
61 Numerai GP LLC 0.12% of their portfolio SAN FRANCISCO, CA 8,7348.7k $826.8k $826.8k 0.12% Reduced -2.8k -2,809
62 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 8,6528.7k $819.0k $819.0k 0.00% Added +6.2k +6,218
63 Bahl & Gaynor LLC 0.00% of their portfolio CINCINNATI, OH 8,6008.6k $814.1k $814.1k 0.00% Unchanged
64 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 8,4548.5k $800.3k $800.3k 0.00% New
65 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 8,0608.1k $763.0k $763.0k 0.00% New
66 Rafferty Asset Management, LLC 0.00% of their portfolio New York, NY 7,8117.8k $739.4k $739.4k 0.00% Reduced -2.1k -2,147
67 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 7,5397.5k $713.6k $713.6k 0.00% Added +2.3k +2,298
68 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 7,2527.3k $686.5k $686.5k 0.00% Reduced -5.1k -5,115
69 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 6,8586.9k $649.2k $649.2k 0.00% New
70 Legal & General Group Plc 0.00% of their portfolio London, X0 6,6936.7k $633.6k $633.6k 0.00% Added +2.0k +1,986
71 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 6,6326.6k $627.8k $627.8k 0.00% Unchanged
72 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 6,6146.6k $626.1k $626.1k 0.00% Added +1.2k +1,235
73 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 6,5066.5k $615.9k $615.9k 0.00% Reduced -5.4k -5,374
74 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,2506.2k $591.7k $591.7k 0.00% Reduced -2.0k -1,989
75 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5,6845.7k $538.0k $538.0k 0.00% Added +499 +499
76 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 5,6335.6k $533.2k $533.2k 0.00% Reduced -2.5k -2,542
77 Boston Partners 0.00% of their portfolio BOSTON, MA 5,4515.5k $516.0k $516.0k 0.00% Reduced -1.0k -1,038
78 ALPS ADVISORS INC 0.00% of their portfolio Denver, CO 5,1025.1k $483.0k $483.0k 0.00% Added +62 +62
79 PMC FIG Opportunities LLC 0.69% of their portfolio JERUSALEM, L3 4,9194.9k $465.6k $465.6k 0.69% Added +32 +32
80 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 4,6764.7k $442.6k $442.6k 0.00% Added +1.6k +1,643
81 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 4,5294.5k $428.7k $428.7k 0.00% Added +494 +494
82 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 4,1284.1k $390.8k $390.8k 0.00% Added +1.0k +1,038
83 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 4,0544.1k $383.8k $383.8k 0.00% Added +6 +6
84 Stokes Family Office, LLC 0.04% of their portfolio NEW ORLEANS, LA 4,0004.0k $378.6k $378.6k 0.04% Unchanged
85 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 3,9203.9k $371.1k $371.1k 0.00% Reduced -258 -258
86 Arcus Capital Partners, LLC 0.16% of their portfolio ATLANTA, GA 3,8653.9k $365.9k $365.9k 0.16% Reduced -300 -300
87 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 3,5663.6k $338.0k $338.0k 0.00% Added +497 +497
88 Aquatic Capital Management LLC 0.01% of their portfolio CHICAGO, IL 3,4233.4k $324.0k $324.0k 0.01% Added +807 +807
89 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 3,0593.1k $289.6k $289.6k 0.00% Unchanged
90 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 3,0533.1k $289.0k $289.0k 0.00% Reduced -1.9k -1,878
91 PDT Partners, LLC 0.02% of their portfolio New York, NY 3,0153.0k $285.4k $285.4k 0.02% Reduced -10 -10
92 Meridian Wealth Management, LLC 0.01% of their portfolio LEXINGTON, KY 3,0003.0k $284.0k $284.0k 0.01% Unchanged
93 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 2,8632.9k $271.0k $271.0k 0.00% New
94 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 2,8002.8k $265.5k $265.5k 0.00% Reduced -3.5k -3,461
95 Brevan Howard Capital Management LP 0.00% of their portfolio ST. HELIER, Y9 2,7202.7k $257.5k $257.5k 0.00% New
96 Cubist Systematic Strategies, LLC 0.00% of their portfolio STAMFORD, CT 2,6702.7k $252.7k $252.7k 0.00% Reduced -825 -825
97 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 2,6662.7k $252.4k $252.4k 0.00% New
98 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 2,6262.6k $248.6k $248.6k 0.00% Reduced -1.2k -1,170
99 MACKENZIE FINANCIAL CORP 0.00% of their portfolio TORONTO ONTARIO, A6 2,5232.5k $238.8k $238.8k 0.00% New
100 Next Level Private LLC 0.08% of their portfolio HARRISON, NY 2,5002.5k $236.7k $236.7k 0.08% New