ESE Institutional Ownership
ESCO Technologies Inc.
1W: -3.9%
1M: -10.5%
3M: -20.7%
YTD: +20.4%
1Y: +7.6%
3Y: +142.7%
5Y: +184.3%
$238.23
+2.66 (+1.13%)
Weekly Expected Move ±4.2%
$212
$222
$232
$242
$252
Credit Risk of going bust: lower than 90% of companies Debt: 2.0% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.32 (down 99.9%), ESCO Technologies Inc. would be worth roughly what it owes.
Total debt $129.1M against a stock market value of $6.17B.
Distance to default 13.81 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $52.5M (short-term plus half of long-term), stock volatility 34.7%; Altman Z 6.37. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.32 (down 99.9%), ESCO Technologies Inc. would be worth roughly what it owes.
Total debt $129.1M against a stock market value of $6.17B.
Distance to default 13.81 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $52.5M (short-term plus half of long-term), stock volatility 34.7%; Altman Z 6.37. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — ESE
499
Institutional Holders
+25 vs prior quarter
0.0%
Ownership
+0.00pp
$9B
Total Invested
68
New Positions
139
Increased
225
Reduced
48
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (534 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,094,472 | $975M | +117,374 | +3.0% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,587,483 | $378M | +47,419 | +3.1% | 2Q | SEC ↗ |
| 3 | Invesco Ltd. | 1,505,723 | $359M | +249,158 | +19.8% | 87Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1,168,130 | $278M | +6,386 | +0.5% | 2Q | SEC ↗ |
| 5 | STATE STREET CORP | 1,088,666 | $259M | +51,834 | +5.0% | 46Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 754,650 | $180M | +121,431 | +19.2% | 92Q | SEC ↗ |
| 7 | T. Rowe Price Investment Management, I | 703,524 | $168M | +375,389 | +114.4% | 17Q | SEC ↗ |
| 8 | DIMENSIONAL FUND ADVISORS LP | 604,176 | $144M | -32,329 | -5.1% | 102Q | SEC ↗ |
| 9 | PRICE T ROWE ASSOCIATES INC /MD | 548,711 | $131M | +320,133 | +140.1% | 16Q | SEC ↗ |
| 10 | WASATCH ADVISORS LP | 477,687 | $114M | +189,433 | +65.7% | 2Q | SEC ↗ |
| 11 | Capital World Investors | 474,911 | $113M | -275,201 | -36.7% | 4Q | SEC ↗ |
| 12 | MORGAN STANLEY | 454,821 | $108M | -11,570 | -2.5% | 52Q | SEC ↗ |
| 13 | GENEVA CAPITAL MANAGEMENT LLC | 449,149 | $107M | -177,347 | -28.3% | 26Q | SEC ↗ |
| 14 | Conestoga Capital Advisors, LLC | 447,077 | $107M | -94,704 | -17.5% | 38Q | SEC ↗ |
| 15 | NEUBERGER BERMAN GROUP LLC | 353,125 | $84M | -273,362 | -43.6% | 13Q | SEC ↗ |
| 16 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 343,856 | $82M | -62,404 | -15.4% | 46Q | SEC ↗ |
| 17 | ALLIANCEBERNSTEIN L.P. | 340,594 | $81M | -32,666 | -8.8% | 63Q | SEC ↗ |
| 18 | AMERICAN CENTURY COMPANIES INC | 334,828 | $80M | +327,855 | +4701.8% | 15Q | SEC ↗ |
| 19 | Hood River Capital Management LLC | 330,297 | $79M | +26,157 | +8.6% | 6Q | SEC ↗ |
| 20 | Nuveen, LLC | 313,925 | $75M | -48,760 | -13.4% | 6Q | SEC ↗ |
| 21 | NORGES BANK NEW | 311,551 | $74M | — | +0.0% | 1Q | SEC ↗ |
| 22 | FMR LLC | 305,227 | $73M | +262,829 | +619.9% | 32Q | SEC ↗ |
| 23 | HAWK RIDGE CAPITAL MANAGEMENT LP | 301,500 | $72M | +132,900 | +78.8% | 2Q | SEC ↗ |
| 24 | NORTHERN TRUST CORP | 300,093 | $71M | +19,691 | +7.0% | 104Q | SEC ↗ |
| 25 | Sixth Street Partners Management Compa NEW | 299,912 | $71M | — | +0.0% | 1Q | SEC ↗ |
| 26 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 299,912 | $71M | +1,167 | +0.4% | 15Q | SEC ↗ |
| 27 | Driehaus Capital Management LLC | 287,995 | $69M | +102,290 | +55.1% | 6Q | SEC ↗ |
| 28 | AMERIPRISE FINANCIAL INC | 272,421 | $65M | +181,696 | +200.3% | 16Q | SEC ↗ |
| 29 | GOLDMAN SACHS GROUP INC | 271,160 | $65M | -20,541 | -7.0% | 15Q | SEC ↗ |
| 30 | ROYCE & ASSOCIATES LP | 262,164 | $62M | -79,824 | -23.3% | 26Q | SEC ↗ |
| 31 | LOOMIS SAYLES & CO L P | 256,813 | $61M | -43,940 | -14.6% | 14Q | SEC ↗ |
| 32 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 254,481 | $61M | -144,807 | -36.3% | 3Q | SEC ↗ |
| 33 | WELLINGTON MANAGEMENT GROUP LLP | 238,029 | $57M | +139 | +0.1% | 8Q | SEC ↗ |
| 34 | Capital International Investors | 205,470 | $49M | +5,470 | +2.7% | 2Q | SEC ↗ |
| 35 | VANGUARD FIDUCIARY TRUST CO | 186,184 | $44M | +5,708 | +3.2% | 2Q | SEC ↗ |
| 36 | EMERALD ADVISERS, LLC | 179,798 | $43M | +17,145 | +10.5% | 5Q | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 175,308 | $42M | +5,726 | +3.4% | 76Q | SEC ↗ |
| 38 | PRINCIPAL FINANCIAL GROUP INC | 151,892 | $36M | +2,659 | +1.8% | 72Q | SEC ↗ |
| 39 | BANK OF AMERICA CORP /DE | 146,461 | $35M | -41,293 | -22.0% | 15Q | SEC ↗ |
| 40 | ROYAL BANK OF CANADA | 138,785 | $33M | -23,170 | -14.3% | 64Q | SEC ↗ |
| 41 | Select Equity Group, L.P. | 137,044 | $33M | +89,789 | +190.0% | 3Q | SEC ↗ |
| 42 | FRANKLIN RESOURCES INC | 133,270 | $32M | +97,884 | +276.6% | 13Q | SEC ↗ |
| 43 | UBS Group AG | 122,017 | $29M | +88,928 | +268.8% | 47Q | SEC ↗ |
| 44 | EMERALD MUTUAL FUND ADVISERS TRUST | 116,457 | $28M | +17,955 | +18.2% | 5Q | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 115,252 | $27M | -64,738 | -36.0% | 7Q | SEC ↗ |
| 46 | BESSEMER GROUP INC | 107,459 | $26M | +31,646 | +41.7% | 13Q | SEC ↗ |
| 47 | CRAWFORD INVESTMENT COUNSEL INC | 106,229 | $25M | -9,025 | -7.8% | 41Q | SEC ↗ |
| 48 | Tributary Capital Management, LLC | 103,844 | $25M | -37,052 | -26.3% | 10Q | SEC ↗ |
| 49 | GHP Investment Advisors, Inc. | 91,295 | $22M | -2,476 | -2.6% | 56Q | SEC ↗ |
| 50 | FEDERATED HERMES, INC. | 90,770 | $22M | -2,755 | -2.9% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 311,551 | $74M |
| Sixth Street Partners Management Co | 299,912 | $71M |
| Advent International, L.P. | 56,100 | $13M |
| AXIOM INVESTORS LLC /DE | 32,810 | $8M |
| JENNISON ASSOCIATES LLC | 31,201 | $7M |
| PINNBROOK CAPITAL MANAGEMENT LP | 22,960 | $5M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 18,293 | $4M |
| CIM, LLC | 14,143 | $3M |
| Jupiter Topco LLC | 11,392 | $3M |
| Montanaro Asset Management Ltd | 5,000 | $1M |
| Westover Capital Advisors, LLC | 3,646 | $869K |
| Harvest Investment Services, LLC | 3,582 | $853K |
| INCEPTIONR LLC | 3,574 | $851K |
| New York Life Investment Management | 3,445 | $821K |
| HANSEATIC MANAGEMENT SERVICES INC | 3,231 | $770K |
| GUGGENHEIM CAPITAL LLC | 2,531 | $603K |
| Krilogy Financial LLC | 2,509 | $598K |
| Vestmark Advisory Solutions, Inc. | 2,178 | $519K |
| Federation des caisses Desjardins d | 1,816 | $433K |
| Virtu Financial LLC | 1,637 | $390K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Two Creeks Capital Management, LP | 180,938 | $43M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT | 97,783 | $23M |
| Qube Research & Technologies Ltd | 65,236 | $16M |
| Trexquant Investment LP | 57,657 | $14M |
| ExodusPoint Capital Management, LP | 42,495 | $10M |
| Walleye Capital LLC | 41,081 | $10M |
| RENAISSANCE TECHNOLOGIES LLC | 36,200 | $9M |
| Jump Financial, LLC | 31,493 | $8M |
| HRT FINANCIAL LP | 30,501 | $7M |
| TUDOR INVESTMENT CORP ET AL | 21,945 | $5M |
| J. Goldman & Co LP | 20,612 | $5M |
| Magnetar Financial LLC | 20,181 | $5M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 17,693 | $4M |
| SummitTX Capital, L.P. | 17,227 | $4M |
| Freemont Management S.A. | 13,500 | $3M |
| MILLENNIUM MANAGEMENT LLC | 13,291 | $3M |
| Quantbot Technologies LP | 12,741 | $3M |
| PDT Partners, LLC | 12,074 | $3M |
| Dakota Wealth Management | 9,837 | $2M |
| Edgestream Partners, L.P. | 9,321 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| T. Rowe Price Investment Management | +375,389 | +114.4% | 703,524 |
| AMERICAN CENTURY COMPANIES INC | +327,855 | +4701.8% | 334,828 |
| PRICE T ROWE ASSOCIATES INC /MD | +320,133 | +140.1% | 548,711 |
| FMR LLC | +262,829 | +619.9% | 305,227 |
| Invesco Ltd. | +249,158 | +19.8% | 1,505,723 |
| WASATCH ADVISORS LP | +189,433 | +65.7% | 477,687 |
| AMERIPRISE FINANCIAL INC | +181,696 | +200.3% | 272,421 |
| HAWK RIDGE CAPITAL MANAGEMENT LP | +132,900 | +78.8% | 301,500 |
| GEODE CAPITAL MANAGEMENT, LLC | +121,431 | +19.2% | 754,650 |
| BlackRock, Inc. | +117,374 | +3.0% | 4,094,472 |
| Driehaus Capital Management LLC | +102,290 | +55.1% | 287,995 |
| FRANKLIN RESOURCES INC | +97,884 | +276.6% | 133,270 |
| Select Equity Group, L.P. | +89,789 | +190.0% | 137,044 |
| UBS Group AG | +88,928 | +268.8% | 122,017 |
| OP Asset Management Ltd | +52,501 | +144.7% | 88,794 |
| STATE STREET CORP | +51,834 | +5.0% | 1,088,666 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +47,419 | +3.1% | 1,587,483 |
| Premier Fund Managers Ltd | +36,669 | +2270.5% | 38,284 |
| BESSEMER GROUP INC | +31,646 | +41.7% | 107,459 |
| AMERICAN CAPITAL MANAGEMENT INC | +26,898 | +70.0% | 65,312 |