Esquire Financial Ownership | Who Owns Esquire Financial?
Esquire Financial Ownership Summary
Esquire Financial is owned by 35.67% institutional investors, 17.13% insiders, and 47.20% retail investors. Mawer investment management is the largest institutional shareholder, holding 9.19% of ESQ shares. Mawer Global Small Cap A is the top mutual fund, with 6.39% of its assets in Esquire Financial shares.
ESQ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Esquire Financial | 35.67% | 17.13% | 47.20% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.75% | 12.70% | 55.55% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Mawer investment management | 800.47K | 9.19% | $81.70M |
| Blackrock | 536.46K | 6.89% | $25.54M |
| Blackrock funding, inc. /de | 557.06K | 6.40% | $56.86M |
| Vanguard group | 450.58K | 5.17% | $45.99M |
| Wasatch advisors lp | 344.05K | 3.95% | $36.98M |
| State street | 294.39K | 3.68% | $30.04M |
| Basswood capital management | 268.73K | 3.36% | $27.42M |
| Copeland capital management | 265.55K | 3.05% | $27.10M |
| American century companies | 238.03K | 2.97% | $24.29M |
| Ampfield management | 233.22K | 2.68% | $25.07M |
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 |
| Elizabeth park capital advisors | 24.81K | 2.05% | $2.53M |
| Gator capital management | 94.18K | 1.95% | $9.61M |
| Cox capital mgt | 27.13K | 1.94% | $2.92M |
| Horizon investment services | 35.92K | 1.32% | $3.67M |
| Basswood capital management | 268.73K | 1.12% | $27.42M |
| Copeland capital management | 265.55K | 0.61% | $27.10M |
| Grandeur peak global advisors | 40.91K | 0.56% | $4.18M |
| Mawer investment management | 800.47K | 0.46% | $81.70M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| State street | 294.39K | 0.00% | 80.93K |
| Ampfield management | 233.22K | 31.03% | 43.63K |
| Charles schwab investment management | 57.13K | 0.00% | 35.48K |
| Goldman sachs group | 69.69K | 0.00% | 32.33K |
| Copeland capital management | 265.55K | 0.61% | 27.53K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of america corp /de/ | 4.75K | - | -102.73K |
| Jacobs asset management | - | - | -65.89K |
| Assenagon asset management | - | - | -36.06K |
| Royal bank of canada | 55.10K | 0.00% | -34.04K |
| Acadian asset management | - | - | -31.02K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Uniplan investment counsel | 16.01K | 0.16% | 16.01K | $1.63M |
| Virtu financial | 2.96K | 0.02% | 2.96K | $302.00K |
| Avantax advisory services | 2.86K | 0.00% | 2.86K | $270.99K |
| Snowden capital advisors | 2.59K | 0.01% | 2.59K | $264.53K |
| Quantinno capital management lp | 2.23K | 0.00% | 2.23K | $227.69K |
Sold Out
| Holder | Change |
|---|---|
| Tortoise investment management | -1.00 |
| Newedge advisors | -1.00 |
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Twin peaks wealth advisors | -1.00 |
| Creekmur asset management | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 51 | -53.64% | 2,461,155 | -47.75% | 31 | 0.87% | 29 | -52.46% | 11 | -68.57% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Mawer Global Small Cap A | 552.10K | 6.39% | - |
| Wasatch Micro Cap | 236.86K | 2.77% | 21.19K |
| Vanguard Total Stock Mkt Idx Inv | 227.84K | 2.66% | - |
| Vanguard US Total Market Shares ETF | 222.04K | 2.63% | - |
| Avantis US Small Cap Value ETF | 180.84K | 2.09% | - |
| iShares Russell 2000 ETF | 175.20K | 2.03% | -1.41K |
| Mawer U.S. Mid Cap Equity A | 98.10K | 1.14% | - |
| State Street® SPDR® S&PRgnllBkgETF | 95.67K | 1.11% | -84.00 |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 91.57K | 1.10% | -5.36K |
| Vanguard Institutional Extnd Mkt Idx Tr | 75.39K | 0.88% | 2.02K |
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 Q1 | - | 13 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 27 |
| 2025 Q2 | - | 11 |
| 2025 Q1 | - | 12 |
ESQ Ownership FAQ
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