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ESOA · Energy Services of America CORP · Holdings

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$9.68 +0.25 (+2.65%)
Russell 2000 member Rebalance outlook locked
Market Cap
$175.96M
Shares
18.66M
Volume · Oct 28 13.84K Avg daily vol (3M) 136.96K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of ESOA: 13F, 13D and 13G, insiders and funds →
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 117
Total Value: $179,172,647
Total Shares: 9,430,044
Showing 1–100 of 117 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 117 13F filers
Top Holder
9.1%
Sep 2023 → Jun 2026 · range 8.9% – 34.7%
of institutional value
Top 5
36.6%
Sep 2023 → Jun 2026 · range 35.4% – 78.5%
of institutional value
Top 10
54.1%
Sep 2023 → Jun 2026 · range 53.7% – 93.1%
of institutional value
HHI
397
Sep 2023 → Jun 2026 · range 387 – 1,653
Broadly held

Who Holds ESOA

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 117 filers, like-for-like change +1.9%; actively managed books -4.1%; index-like books +19.5%.

Holder type Share Filers Change
Registered adviser 57.1% 66 -4.9%
Exempt adviser 3.3% 4 -19.6%
Adviser 1.6% 3 -20.4%
Bank 8.7% 12 +14.6%
Benefit plan 0.1% 2 +12.2%
Non-US 1.3% 3 +27.3%
Holding company 10.5% 6 +18.6%
Broker-dealer 0.0% 0 —
Unknown 17.4% 21 +20.9%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 1 holder with no observed 2026-06-30 13F.

Conviction and Crowding

117 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
0
0.000% of filers hold it in their top 10
Mar 31, 2026: 0
Holders above 5%
0
median weight 0.001%
Mar 31, 2026: 0
Crowding
21.8%
of shares outstanding, 64th percentile
Mar 31, 2026: 26.8%
Private-fund advisers
19.6%
of shares outstanding
Institutional ownership
49.4%
66.4% of the estimated free float
Top 10 holders
54.1%
of 13F shares, Herfindahl 0.040
Active holders
-4.1%
like-for-like share change of active filers
5% stakes on record
1
0 13D, 1 13G (1 institutional, 0 passive, 0 exempt)
How long holders have held it value-weighted 9.0 quarters
Under 1 year 28.1% 1 to 3 years 48.0% 3 years or more 23.9% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$10.77
estimated per share
Mar 31, 2026: $9.89
Quarter-end price
$19.34
implied by 13F values
Estimated gain or loss
+79.6%
price against the estimated cost
Estimated at a loss
0.000%
of costed 13F value

Estimated cost covers 83.7% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies ESOA's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 LTRX Lantronix Inc 3
2 AKAM Akamai Technologies Inc 4
3 BWXT BWX Technologies, Inc. 5
4 MOD Modine Manufacturing Co 3
5 ET Energy Transfer LP 4
6 COHR Coherent Corp. 3
7 DAL Delta Air Lines, Inc. 3
8 TER Teradyne, Inc 3
9 SNDK Sandisk Corp 4
10 LRCX Lam Research Corp 6

Shareholder Targets

13F filers that own its peers but not ESOA, quarter ended Jun 30, 2026

Found through its holder-overlap peers: LTRX, AKAM, BWXT, MOD, ET, COHR, DAL, TER, SNDK, LRCX, AMD, GLW, CRM, FCX, BAC, UBER, AMZN, GOOGL, CRWD, COF. 7,015 filers in all.

# Filer In peers
1 Invesco Ltd. Adviser, Diversified active $179,900,088,240 20 held
2 NORGES BANK Non-US, Index-like $132,974,315,464 16 held
3 Capital Research Global Investors Adviser, Diversified active $91,216,138,919 13 held
4 Capital World Investors Adviser, Diversified active $73,757,808,775 14 held
5 Berkshire Hathaway Inc Insurer, Concentrated $71,278,330,554 4 held
6 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Registered adviser, Index-like $70,901,242,232 19 held
7 FRANKLIN RESOURCES INC Adviser, Diversified active $55,723,416,626 20 held
8 Amundi Holding company, Index-like $54,962,948,182 18 held
9 WELLINGTON MANAGEMENT GROUP LLP Holding company, Diversified active $53,954,521,546 17 held
10 AMERIPRISE FINANCIAL INC Adviser, Diversified active $42,955,585,156 19 held

Fund Ownership of ESOA by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 9.92% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 2.25% 419,227
Index ETFs 7.67% 1,430,959
Active ETFs 0.45% 83,377
Active funds 8.68% 1,620,454
Unclassified 1.00% 186,562
All registered funds 20.05% 3,740,579
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 66 Exempt adviser 4 Adviser 3 Bank 12 Benefit plan 2 Non-US 3 Holding company 6 Unknown 21
Showing 100 of 117
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
BlackRock, Inc. $16,172,318 9.03% 836,211
NEEDHAM INVESTMENT MANAGEMENT LLC $15,472,000 8.64% 800,000
HUNTINGTON NATIONAL BANK $12,833,791 7.16% 663,588
VANGUARD CAPITAL MANAGEMENT LLC $11,845,537 6.61% 612,489
Stokes Family Office, LLC $8,937,961 4.99% 462,149
GEODE CAPITAL MANAGEMENT, LLC $6,881,693 3.84% 355,827
DIMENSIONAL FUND ADVISORS LP $6,847,479 3.82% 354,058
TWO SIGMA INVESTMENTS, LP $6,249,662 3.49% 323,147
MACKENZIE FINANCIAL CORP $5,866,112 3.27% 303,315
STATE STREET CORP $5,217,003 2.91% 269,752
MARSHALL WACE, LLP $4,929,881 2.75% 254,906
D. E. Shaw & Co., Inc. $4,612,918 2.57% 238,517
AMERICAN CENTURY COMPANIES INC $3,825,181 2.13% 197,786
Nuveen, LLC $3,798,916 2.12% 196,428
ALGERT GLOBAL LLC $3,535,506 1.97% 182,808
RENAISSANCE TECHNOLOGIES LLC $3,179,728 1.77% 164,412
Bank of New York Mellon Corp $2,999,612 1.67% 155,099
RAFFLES ASSOCIATES LP $2,792,541 1.56% 144,392
ESSEX INVESTMENT MANAGEMENT CO LLC $2,699,437 1.51% 242,102
THOMPSON SIEGEL & WALMSLEY LLC $2,408,719 1.34% 124,546
BANK OF AMERICA CORP /DE/ $2,364,063 1.32% 122,237
NORTHERN TRUST CORP $2,181,898 1.22% 112,818
VANGUARD PORTFOLIO MANAGEMENT LLC $2,120,534 1.18% 109,645
BNP PARIBAS ARBITRAGE, SA $2,092,549 1.17% 108,198
Walleye Capital LLC $2,090,634 1.17% 108,099
ARDSLEY ADVISORY PARTNERS LP $1,934,000 1.08% 100,000
VANGUARD FIDUCIARY TRUST CO $1,865,981 1.04% 96,483
LOS ANGELES CAPITAL MANAGEMENT LLC $1,664,787 0.93% 86,080
Russell Investments Group, Ltd. $1,515,034 0.85% 78,337
Squarepoint Ops LLC $1,466,939 0.82% 75,850
Informed Momentum Co LLC $1,329,721 0.74% 68,755
GOLDMAN SACHS GROUP INC $1,080,544 0.60% 55,871
THOMPSON DAVIS & CO., INC. $1,060,315 0.59% 54,825
GLOBEFLEX CAPITAL L P $1,059,348 0.59% 54,775
AQR CAPITAL MANAGEMENT LLC $1,038,633 0.58% 53,704
PANAGORA ASSET MANAGEMENT INC $1,009,896 0.56% 52,218
VICTORY CAPITAL MANAGEMENT INC $992,799 0.55% 51,334
Manatuck Hill Partners, LLC $967,000 0.54% 50,000
JPMORGAN CHASE & CO $946,710 0.53% 48,951
MILLENNIUM MANAGEMENT LLC $943,076 0.53% 48,763
FIRST TRUST ADVISORS LP $892,657 0.50% 46,156
SEI INVESTMENTS CO $891,419 0.50% 46,092
Aristides Capital LLC $890,471 0.50% 46,043
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $880,337 0.49% 45,519
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $824,096 0.46% 42,611
PDT Partners, LLC $762,963 0.43% 39,450
Verdence Capital Advisors LLC $725,062 0.40% 65,028
XTX Topco Ltd $669,918 0.37% 34,639
RITHOLTZ WEALTH MANAGEMENT $591,011 0.33% 30,559
UBS Group AG $590,411 0.33% 30,528
Centiva Capital, LP $575,036 0.32% 29,733
Calamos Advisors LLC $563,915 0.31% 29,158
CITADEL ADVISORS LLC $527,343 0.29% 27,267
Integrated Quantitative Investments LLC $521,348 0.29% 26,957
Jump Financial, LLC $512,510 0.29% 26,500
MORGAN STANLEY $500,169 0.28% 25,862
BARCLAYS PLC $466,789 0.26% 24,136
Qube Research & Technologies Ltd $433,041 0.24% 22,391
BRIDGEWAY CAPITAL MANAGEMENT, LLC $386,800 0.22% 20,000
RHUMBLINE ADVISERS $325,666 0.18% 16,839
WELLS FARGO & COMPANY/MN $307,099 0.17% 15,879
Quadrature Capital Ltd $293,039 0.16% 15,152
GSA CAPITAL PARTNERS LLP $274,647 0.15% 14,201
Vident Advisory, LLC $272,326 0.15% 14,081
DEUTSCHE BANK AG\ $270,372 0.15% 13,980
Kestra Advisory Services, LLC $244,244 0.14% 12,629
OCCUDO QUANTITATIVE STRATEGIES LP $236,740 0.13% 12,241
Koss-Olinger Consulting, LLC $236,644 0.13% 12,236
PRICE T ROWE ASSOCIATES INC /MD/ $222,351 0.12% 11,497
JANE STREET GROUP, LLC $221,056 0.12% 11,430
ALLIANCEBERNSTEIN L.P. $205,004 0.11% 10,600
Point72 Asset Management, L.P. $203,998 0.11% 10,548
MAI Capital Management $203,650 0.11% 10,530
Brevan Howard Capital Management LP $197,287 0.11% 10,201
VERUS CAPITAL PARTNERS, LLC $194,367 0.11% 10,050
Lionshead Wealth Management, LLC $193,809 0.11% 17,382
GFG Capital, LLC $179,481 0.10% 16,097
Crown Wealth Group, LLC $178,299 0.10% 15,991
ACADIAN ASSET MANAGEMENT LLC $177,773 0.10% 9,192
MetLife Investment Management, LLC $138,377 0.08% 7,155
Y-Intercept (Hong Kong) Ltd $131,235 0.07% 11,770
CITIGROUP INC $126,966 0.07% 6,565
STRS OHIO $125,710 0.07% 6,500
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $124,762 0.07% 6,451
Copeland Capital Management, LLC $121,055 0.07% 10,857
CITY HOLDING CO $116,060 0.06% 10,409
State of Wyoming $93,064 0.05% 4,812
Vanguard Global Advisers, LLC $85,908 0.05% 4,442
FMR LLC $83,838 0.05% 4,335
Police & Firemen's Retirement System of New Jersey $58,909 0.03% 3,046
NEW YORK STATE COMMON RETIREMENT FUND $48,350 0.03% 2,500
PNC FINANCIAL SERVICES GROUP, INC. $40,672 0.02% 2,103
ROYAL BANK OF CANADA $38,041 0.02% 1,967
OSAIC HOLDINGS, INC. $33,612 0.02% 1,738
Tower Research Capital LLC (TRC) $30,711 0.02% 1,588
Legal & General Group Plc $26,476 0.01% 1,369
Ameritas Investment Partners, Inc. $23,343 0.01% 1,207
NewEdge Advisors, LLC $15,704 0.01% 812
FEDERATED HERMES, INC. $5,782 0.00% 299
FINANCIAL CONSULATE, INC $5,575 0.00% 500

Showing the top 100 of 117 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 1357971 CUSIP 29271Q103 13F (30d) 18 filings 18 filers Visit website