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Esquire Financial Ownership | Who Owns Esquire Financial?

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Esquire Financial Ownership Summary

Esquire Financial is owned by 77.81% institutional investors, 13.13% insiders, and 9.06% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.29% 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

TypeName% Inst% Insiders% Retail
StockEsquire Financial77.81%13.13%9.06%
SectorFinancial Services Stocks 493.55%13.79%-407.34%
IndustryRegional Banks Stocks56.79%12.57%30.64%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de601.62K7.29%$71.66M
Mawer investment management583.87K7.07%$69.54M
Blackrock536.46K6.89%$25.54M
Vanguard group450.58K5.17%$45.99M
Basswood capital management369.42K4.48%$44.00M
State street352.79K4.27%$42.02M
Vanguard capital management317.11K3.84%$37.77M
Ampfield management313.47K3.80%$37.34M
Copeland capital management296.54K3.59%$35.32M
Wasatch advisors lp292.24K3.54%$34.81M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Ampfield management313.47K37.25%$37.34M
John w. rosenthal capital management31.19K3.25%$3.71M
Gator capital management100.90K2.52%$12.02M
Cox capital mgt27.07K1.79%$3.22M
Basswood capital management369.42K1.75%$44.00M
Horizon investment services35.50K1.18%$4.23M
Copeland capital management296.54K0.73%$35.32M
Mawer investment management583.87K0.47%$69.54M
Uniplan investment counsel41.59K0.46%$4.95M
Pembroke management24.37K0.46%$2.90M

Top Buyers

HolderShares% AssetsChange
Basswood capital management369.42K1.75%100.69K
State street352.79K0.00%86.51K
Ampfield management313.47K37.25%80.25K
Sixth street partners management company56.93K0.00%56.93K
Blackrock funding, inc. /de601.62K0.00%51.28K

Top Sellers

HolderShares% AssetsChange
Mawer investment management583.87K0.47%-141.34K
Bank of america corp /de/20.64K0.00%-66.89K
Jacobs asset management---65.89K
Wasatch advisors lp292.24K0.23%-51.80K
Morgan stanley87.60K0.00%-45.10K

New Positions

HolderShares% AssetsChangeValue
Sixth street partners management company56.93K0.00%56.93K$6.78M
Citadel advisors26.11K0.00%26.11K$3.11M
Pembroke management24.37K0.46%24.37K$2.90M
Arete wealth advisors24.02K0.09%24.02K$2.86M
D. e. shaw10.64K0.00%10.64K$1.27M

Sold Out

HolderChange
Tortoise investment management-1.00
Twin peaks wealth advisors-1.00
Newedge advisors-1.00
Nelson, van denburg & campbell wealth management group-1.00
Freestone grove partners lp-1.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20261660.61%6,421,0954.85%771.57%9416.05%49-9.26%
Mar 31, 20261633.16%6,030,2813.10%691.54%818.00%5317.78%
Dec 31, 202574-53.75%3,106,451-46.55%350.68%33-61.18%17-61.36%
Sep 30, 202579-45.89%3,779,286-32.77%470.96%36-52.63%22-52.17%
Jun 30, 202515015.38%5,800,2743.88%721.48%7820.00%4817.07%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Mawer Global Small Cap A510.92K5.92%-41.18K
Mawer Global Small Cap F384.32K4.44%-54.50K
Vanguard Total Stock Mkt Idx Inv232.14K2.69%4.30K
Vanguard MStar Total Stk Mkt Idx Invest232.14K2.68%-
Vanguard Morn Total Stk Mkt Idx Investor232.14K2.68%4.30K
Vanguard US Total Market Shares ETF222.04K2.63%-
Wasatch Micro Cap217.16K2.51%-9.99K
Avantis US Small Cap Value ETF187.18K2.16%-
iShares Russell 2000 ETF186.65K2.16%-3.36K
State Street® SPDR® S&PRgnllBkgETF148.73K1.72%-8.00K

Recent Insider Transactions

DateNameRoleActivityValue
Jul 30, 2026Mitzman Robert-Sell$388.79K
Mar 19, 2026Powers Richard T-Sell$241.94K
Mar 18, 2026ZISES SELIG-Sell$159.12K
Mar 18, 2026ZISES SELIG-Sell$157.67K
Mar 18, 2026ZISES SELIG-Sell$210.33K

Insider Transactions Trends

DateBuySell
2026 Q4--
2026 Q2--
2026 Q1-13
2025 Q4--
2025 Q3-27

ESQ Ownership FAQ

Who Owns Esquire Financial?

Esquire Financial shareholders are primarily institutional investors at 77.81%, followed by 13.13% insiders and 9.06% retail investors. The average institutional ownership in Esquire Financial's industry, Regional Banks Stocks, is 56.79%, which Esquire Financial exceeds.

Who owns the most shares of Esquire Financial?

Esquire Financial’s largest shareholders are Blackrock funding, inc. /de (601.62K shares, 7.29%), Mawer investment management (583.87K shares, 7.07%), and Blackrock (536.46K shares, 6.89%). Together, they hold 21.25% 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 37.25% of its assets in 313.47K Esquire Financial shares, valued at 37.34M$.

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 5.92% of its total shares outstanding invested in 510.92K Esquire Financial shares.

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