Who Owns Energy Services of America Stock?
NASDAQ: ESOAIndustrialsWater Sewer Pipeline Comm & Power Line ConstructionUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 56.53%
- Held by insiders
- 21.90%
- Institutional holders
- 162
- Institutions 56.5%
- Insiders 21.9%
- Public and other 21.6%
Who owns Energy Services of America stock?
Institutional investors own about 56.5% of Energy Services of America's shares, spread across 162 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 21.90% of ESOA.
The largest institutional holders are Blackrock Inc. (5.15%), Needham Investment Management, L.L.C. (4.92%) and Huntington National Bank (4.08%). Together, the top 10 institutions control 30.7% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their ESOA positions and 0 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of ESOA
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 836.21K | 5.15% | +27.2% |
| Needham Investment Management, L.L.C. | 800.00K | 4.92% | 0.0% |
| Huntington National Bank | 663.59K | 4.08% | 0.0% |
| Vanguard Capital Management LLC | 612.49K | 3.77% | +4.4% |
| Stokes Family Office, LLC | 462.15K | 2.84% | 0.0% |
| Geode Capital Management, LLC | 355.83K | 2.19% | +23.9% |
| Dimensional Fund Advisors LP | 354.06K | 2.18% | +1.4% |
| Two Sigma Investments, LP | 323.15K | 1.99% | +29.9% |
| Mackenzie Financial Corporation | 303.31K | 1.87% | +13.9% |
| State Street Corporation | 269.75K | 1.66% | +14.3% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of ESOA
| Fund | Shares | % Held |
|---|---|---|
| Needham Funds Inc-Needham Aggressive Growth Fund | 800.00K | 4.92% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 435.90K | 2.68% |
| iShares Trust-iShares Russell 2000 ETF | 353.55K | 2.18% |
| CALAMOS INVESTMENT TRUST/IL-Calamos Timpani Small Cap Growth Fund | 211.44K | 1.30% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 179.44K | 1.10% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | 169.09K | 1.04% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 160.74K | 0.99% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 153.82K | 0.95% |
| iShares Trust-iShares Russell 2000 Growth ETF | 132.56K | 0.82% |
| WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund | 88.57K | 0.55% |
Frequently asked questions
Who is the largest shareholder of Energy Services of America?
Blackrock Inc. is the largest institutional shareholder of ESOA, owning 5.15% of shares outstanding (836.21K shares) as of its latest 13F filing.
What percentage of Energy Services of America is owned by institutions?
Institutions own about 56.5% of ESOA shares and 72.4% of the public float.
How much of Energy Services of America do insiders own?
Insiders, such as officers and directors, own about 21.90% of ESOA shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.