Esquire Financial Ownership | Who Owns Esquire Financial?

Overview Forecast RevenueFinancials Chart

Esquire Financial Ownership Summary

Esquire Financial is owned by 72.42% institutional investors, 16.66% insiders, and 10.92% retail investors. Mawer investment management is the largest institutional shareholder, holding 9.69% of ESQ shares. Mawer Global Small Cap A is the top mutual fund, with 6.50% of its assets in Esquire Financial shares.

ESQ Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Esquire Financial	72.42%	16.66%	10.92%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Regional Banks Stocks	53.95%	12.38%	33.68%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Mawer investment management	775.88K	9.69%	$73.44M
Blackrock	536.46K	6.89%	$25.54M
Blackrock funding, inc. /de	534.57K	6.67%	$50.60M
Vanguard group	387.73K	4.96%	$30.82M
Wasatch advisors lp	366.19K	4.57%	$34.66M
Basswood capital management	268.73K	3.36%	$25.44M
Ampfield management	251.63K	3.22%	$20.00M
Copeland capital management	244.86K	3.06%	$23.18M
American century companies	224.20K	2.80%	$21.22M
Gw&k investment management	222.54K	2.78%	$21.07M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ampfield management	251.63K	20.82%	$20.00M
John w. rosenthal capital management	38.14K	3.64%	$3.61M
Gator capital management	93.06K	2.73%	$8.81M
Cox capital mgt	41.58K	2.12%	$3.31M
Elizabeth park capital advisors	24.81K	2.11%	$2.35M
Basswood capital management	268.73K	1.17%	$25.44M
Horizon investment services	33.39K	1.13%	$2.65M
Pacific ridge capital partners	37.50K	0.85%	$3.55M
Grandeur peak global advisors	48.87K	0.56%	$4.63M
Copeland capital management	244.86K	0.48%	$23.18M

Top Buyers

Holder	Shares	% Assets	Change
Copeland capital management	244.86K	0.48%	244.25K
Royce & associates lp	143.56K	0.14%	82.00K
Ampfield management	251.63K	20.82%	24.77K
Blackrock	536.46K	0.00%	21.87K
Vanguard group	387.73K	0.00%	21.27K

Top Sellers

Holder	Shares	% Assets	Change
Bank of america corp /de/	4.75K	-	-102.73K
Jacobs asset management	-	-	-65.89K
Wasatch advisors lp	366.19K	0.18%	-52.08K
Assenagon asset management	-	-	-36.06K
Grandeur peak global advisors	48.87K	0.56%	-31.18K

New Positions

Holder	Shares	% Assets	Change	Value
Polen capital management	11.69K	0.00%	11.69K	$1.11M
Verition fund management	8.06K	0.00%	8.06K	$762.96K
Cubist systematic strategies	3.50K	0.00%	3.50K	$263.46K
Avantax advisory services	2.86K	0.00%	2.86K	$270.99K
Price t rowe associates inc /md/	2.81K	-	2.81K	$224.00K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-1.00
Creekmur asset management	-2.00
Quadrant capital group	-6.00
Capital performance advisors llp	-49.00
Federated hermes	-52.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	150	15.38%	5,800,274	3.88%	72	1.48%	78	20.00%	48	17.07%
Mar 31, 2025	5	-95.94%	146,456	-97.05%	1	0.05%	2	-96.92%	3	-92.11%
Dec 31, 2024	51	-53.64%	2,461,155	-47.75%	31	0.87%	29	-52.46%	11	-68.57%
Sep 30, 2024	108	5.88%	4,699,975	4.06%	60	1.79%	59	13.46%	35	-10.26%
Jun 30, 2024	102	9.68%	4,516,420	-2.90%	58	1.60%	52	13.04%	39	21.88%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Mawer Global Small Cap A	552.10K	6.50%	-
Vanguard US Total Market Shares ETF	222.04K	2.63%	-
Vanguard Total Stock Mkt Idx Inv	217.33K	2.56%	-4.82K
Wasatch Micro Cap	217.25K	2.56%	-35.43K
Avantis US Small Cap Value ETF	174.09K	2.05%	192.00
iShares Russell 2000 ETF	173.97K	2.05%	-3.25K
Pacific Ridge Capital Ptnrs Micro Cp Val	91.57K	1.10%	-5.36K
Mawer U.S. Mid Cap Equity A	83.24K	0.98%	-2.35K
Wasatch Micro Cap Value Composite	75.00K	0.89%	-
Manulife U.S. Mid-Cap Equity F	74.20K	0.87%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 26, 2025	Melohn Joseph	-	Sell	$49.95K
Aug 26, 2025	Melohn Joseph	-	Sell	$500.00K
Aug 26, 2025	Melohn Joseph	-	Sell	$49.50K
Aug 26, 2025	Melohn Joseph	-	Sell	$49.75K
Aug 26, 2025	Melohn Joseph	-	Sell	$251.25K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	27
2025 Q2	-	11
2025 Q1	-	12
2024 Q4	1	16
2024 Q3	-	-

ESQ Ownership FAQ

Who Owns Esquire Financial?

Esquire Financial shareholders are primarily institutional investors at 72.42%, followed by 16.66% insiders and 10.92% retail investors. The average institutional ownership in Esquire Financial's industry, Regional Banks Stocks, is 53.95%, which Esquire Financial exceeds.

Who owns the most shares of Esquire Financial?

Esquire Financial’s largest shareholders are Mawer investment management (775.88K shares, 9.69%), Blackrock (536.46K shares, 6.89%), and Blackrock funding, inc. /de (534.57K shares, 6.67%). Together, they hold 23.25% of Esquire Financial’s total shares outstanding.

Does Blackrock own Esquire Financial?

Yes, BlackRock owns 6.89% of Esquire Financial, totaling 536.46K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 25.54M$. In the last quarter, BlackRock increased its holdings by 21.87K shares, a 4.25% change.

Who is Esquire Financial’s biggest shareholder by percentage of total assets invested?

Ampfield management is Esquire Financial’s biggest shareholder by percentage of total assets invested, with 20.82% of its assets in 251.63K Esquire Financial shares, valued at 20M$.

Who is the top mutual fund holder of Esquire Financial shares?

Mawer Global Small Cap A is the top mutual fund holder of Esquire Financial shares, with 6.50% of its total shares outstanding invested in 552.1K Esquire Financial shares.

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