Esquire Financial Ownership | Who Owns Esquire Financial?
Esquire Financial Ownership Summary
Esquire Financial is owned by 69.24% institutional investors, 17.45% insiders, and 13.31% retail investors. Mawer investment management is the largest institutional shareholder, holding 8.33% of ESQ shares. Mawer Global Small Cap A is the top mutual fund, with 5.92% of its assets in Esquire Financial shares.
ESQ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Esquire Financial | 69.24% | 17.45% | 13.31% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Regional Banks Stocks | 38.44% | 12.57% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Mawer investment management | 725.21K | 8.33% | $77.96M |
| Blackrock | 536.46K | 6.89% | $25.54M |
| Blackrock funding, inc. /de | 550.35K | 6.32% | $59.16M |
| Vanguard group | 450.58K | 5.17% | $45.99M |
| Wasatch advisors lp | 344.05K | 3.95% | $36.98M |
| Copeland capital management | 304.65K | 3.50% | $32.75M |
| Basswood capital management | 268.73K | 3.09% | $28.89M |
| State street | 266.27K | 3.06% | $28.62M |
| Ampfield management | 233.22K | 2.68% | $25.07M |
| American century companies | 229.92K | 2.64% | $24.72M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ampfield management | 233.22K | 31.03% | $25.07M |
| John w. rosenthal capital management | 38.04K | 4.00% | $4.09M |
| Gator capital management | 98.35K | 2.16% | $10.57M |
| Cox capital mgt | 27.13K | 1.94% | $2.92M |
| Basswood capital management | 268.73K | 1.36% | $28.89M |
| Horizon investment services | 34.93K | 1.31% | $3.76M |
| Copeland capital management | 304.65K | 0.73% | $32.75M |
| Mawer investment management | 725.21K | 0.50% | $77.96M |
| Granite investment partners | 61.33K | 0.41% | $6.59M |
| Numerai gp | 28.30K | 0.31% | $3.04M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 132.70K | 0.00% | 67.40K |
| Granite investment partners | 61.33K | 0.41% | 61.33K |
| Vanguard fiduciary trust | 48.09K | 0.00% | 48.09K |
| Renaissance | 56.00K | 0.01% | 46.20K |
| Ampfield management | 233.22K | 31.03% | 43.63K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of america corp /de/ | 4.75K | - | -102.73K |
| Mawer investment management | 725.21K | 0.50% | -75.25K |
| Jacobs asset management | - | - | -65.89K |
| Gw&k investment management | 145.42K | 0.14% | -54.49K |
| Assenagon asset management | - | - | -36.06K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Granite investment partners | 61.33K | 0.41% | 61.33K | $6.59M |
| Vanguard fiduciary trust | 48.09K | 0.00% | 48.09K | $5.17M |
| Marshall wace, llp | 32.35K | 0.00% | 32.35K | $3.48M |
| Tudor investment corp et al | 23.02K | 0.00% | 23.02K | $2.47M |
| Xtx topco | 11.31K | 0.02% | 11.31K | $1.22M |
Sold Out
| Holder | Change |
|---|---|
| Tortoise investment management | -1.00 |
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Newedge advisors | -1.00 |
| Creekmur asset management | -2.00 |
| Geneos wealth management | -31.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 163 | 3.16% | 6,030,281 | 3.10% | 69 | 1.54% | 81 | 8.00% | 53 | 17.78% |
| Dec 31, 2025 | 74 | -53.75% | 3,106,451 | -46.55% | 35 | 0.68% | 33 | -61.18% | 17 | -61.36% |
| Sep 30, 2025 | 79 | -45.89% | 3,779,286 | -32.77% | 47 | 0.96% | 36 | -52.63% | 22 | -52.17% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Mawer Global Small Cap A | 510.92K | 5.92% | -41.18K |
| Mawer Global Small Cap F | 510.92K | 5.91% | -41.18K |
| Vanguard Total Stock Mkt Idx Inv | 227.84K | 2.64% | - |
| Vanguard US Total Market Shares ETF | 222.04K | 2.63% | - |
| Wasatch Micro Cap | 227.16K | 2.63% | -9.70K |
| Avantis US Small Cap Value ETF | 180.24K | 2.09% | - |
| iShares Russell 2000 ETF | 169.80K | 1.97% | 1.41K |
| State Street® SPDR® S&PRgnllBkgETF | 100.53K | 1.16% | -935.00 |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 91.57K | 1.10% | -5.36K |
| Mawer U.S. Mid Cap Equity A | 94.49K | 1.09% | -3.61K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 19, 2026 | Powers Richard T | - | Sell | $241.94K |
| Mar 18, 2026 | ZISES SELIG | - | Sell | $159.12K |
| Mar 18, 2026 | ZISES SELIG | - | Sell | $210.33K |
| Mar 18, 2026 | ZISES SELIG | - | Sell | $157.67K |
| Mar 18, 2026 | ZISES SELIG | - | Sell | $160.51K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q4 | - | - |
| 2026 Q2 | - | - |
| 2026 Q1 | - | 13 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 27 |
ESQ Ownership FAQ
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