Esquire Financial Ownership | Who Owns Esquire Financial?

Overview Forecast RevenueFinancials Chart

Esquire Financial Ownership Summary

Esquire Financial is owned by 47.19% institutional investors, 16.61% insiders, and 36.21% retail investors. Mawer investment management is the largest institutional shareholder, holding 9.70% of ESQ shares. Mawer Global Small Cap A is the top mutual fund, with 6.47% of its assets in Esquire Financial shares.

ESQ Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Esquire Financial	47.19%	16.61%	36.21%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Regional Banks Stocks	38.26%	12.54%	49.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Mawer investment management	776.77K	9.70%	$79.28M
Blackrock	536.46K	6.89%	$25.54M
Blackrock funding, inc. /de	545.93K	6.82%	$55.72M
Vanguard group	438.88K	5.48%	$44.79M
Wasatch advisors lp	368.06K	4.60%	$37.56M
State street	294.39K	3.68%	$30.04M
Basswood capital management	268.73K	3.36%	$27.42M
Ampfield management	261.73K	3.27%	$26.71M
American century companies	238.03K	2.97%	$24.29M
Copeland capital management	238.02K	2.97%	$24.29M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ampfield management	261.73K	29.77%	$26.71M
John w. rosenthal capital management	38.04K	3.73%	$3.88M
Cox capital mgt	37.47K	2.50%	$3.82M
Gator capital management	93.36K	2.42%	$9.53M
Elizabeth park capital advisors	24.81K	2.05%	$2.53M
Horizon investment services	36.52K	1.41%	$3.73M
Basswood capital management	268.73K	1.12%	$27.42M
Semanteon capital management, lp	5.05K	0.65%	$515.89K
Pacific ridge capital partners	27.69K	0.62%	$2.83M
Grandeur peak global advisors	40.91K	0.56%	$4.18M

Top Buyers

Holder	Shares	% Assets	Change
State street	294.39K	0.00%	80.93K
Charles schwab investment management	57.13K	0.00%	35.48K
Blackrock	536.46K	0.00%	21.87K
Uniplan investment counsel	16.01K	0.16%	16.01K
Geode capital management	215.55K	0.00%	15.62K

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
Gw&k investment management	187.67K	0.17%	-34.87K
Royal bank of canada	55.10K	0.00%	-34.04K

New Positions

Holder	Shares	% Assets	Change	Value
Uniplan investment counsel	16.01K	0.16%	16.01K	$1.63M
Sowell financial services	12.39K	0.05%	12.39K	$1.26M
Hrt financial lp	8.69K	0.00%	8.69K	$886.00K
Quantbot technologies lp	6.77K	0.02%	6.77K	$690.91K
Semanteon capital management, lp	5.05K	0.65%	5.05K	$515.89K

Sold Out

Holder	Change
Newedge advisors	-1.00
Twin peaks wealth advisors	-1.00
Nelson, van denburg & campbell wealth management group	-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 %
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%
Sep 30, 2024	108	5.88%	4,699,975	4.06%	60	1.79%	59	13.46%	35	-10.26%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Mawer Global Small Cap A	552.10K	6.47%	-
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	178.90K	2.10%	504.00
iShares Russell 2000 ETF	177.98K	2.08%	-
Pacific Ridge Capital Ptnrs Micro Cp Val	91.57K	1.10%	-5.36K
Mawer U.S. Mid Cap Equity A	82.30K	0.96%	-949.00
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 Q4	-	-
2025 Q3	-	27
2025 Q2	-	11
2025 Q1	-	12
2024 Q4	1	16

ESQ Ownership FAQ

Who Owns Esquire Financial?

Esquire Financial shareholders are primarily institutional investors at 47.19%, followed by 16.61% insiders and 36.20% retail investors. The average institutional ownership in Esquire Financial's industry, Regional Banks Stocks, is 38.26%, which Esquire Financial exceeds.

Who owns the most shares of Esquire Financial?

Esquire Financial’s largest shareholders are Mawer investment management (776.77K shares, 9.70%), Blackrock (536.46K shares, 6.89%), and Blackrock funding, inc. /de (545.94K shares, 6.82%). Together, they hold 23.40% 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 29.77% of its assets in 261.73K Esquire Financial shares, valued at 26.71M$.

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 6.47% of its total shares outstanding invested in 552.1K Esquire Financial shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools