Energy Services of America ESOA Institutional Ownership

NASDAQ ESOA

$11.81 +0.03 (+0.25%)

At close: Aug 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

104 Institutions

Increased 63 60.6%

Unchanged 11 10.6%

Reduced 30 28.8%

Ownership Statistics

13F · as of 31 Mar, 2026

Institutional Ownership

51.47%

▲+10.48 pp QoQ

Shares Held by Institutions

9.02Mn

of 17.53Mn outstanding

▲+61.11% QoQ

Shares Outstanding

17.53Mn

8.51Mn held outside 13F filers

Institutional Investors

104

filed 13F for Mar 2026

▲+17 vs prior quarter

Net Shares Added (QoQ)

+3.42Mn

accumulated since last quarter

Value of Holdings

$113.30Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 31 Mar, 2026

Energy Services of America CORP (NASDAQ:ESOA) appears in 104 institutional 13F filings for the quarter ending March 2026.

Their combined ownership stood at 51.5% of outstanding shares in March 2026, up from 41.0% in December 2025.
They increased total shares held in Energy Services of America by 61.11% from the prior quarter, while the number of investors in ESOA increased 36.84% year over year.
Of these 104 funds, 63 grew their exposure to Energy Services of America, 30 cut back, and 11 maintained positions.
In total, institutional investors held 9.02Mn shares in Energy Services of America as of March 2026, up by 3.42Mn shares quarter on quarter, and up 3.41Mn shares year over year.
NEEDHAM INVESTMENT MANAGEMENT LLC is the top holder of Energy Services of America as of March 31, 2026, with 800.0K shares representing 4.56% of outstanding stock.
The biggest buyers of Energy Services of America for the quarter ending March 2026 included VANGUARD CAPITAL MANAGEMENT LLC (586.68K), DRIEHAUS CAPITAL MANAGEMENT LLC (491.85K), MARSHALL WACE, LLP (286.01K), MACKENZIE FINANCIAL CORP (245.5K), ALGERT GLOBAL LLC (219.15K).
Top sellers of ESOA stock for the quarter ending March 2026 included WEXFORD CAPITAL LP (120.78K), Goldman Sachs Group Inc (92.13K), AMERICAN CENTURY COMPANIES INC (69.91K), CITADEL ADVISORS LLC (59.84K), VICTORY CAPITAL MANAGEMENT INC (51.51K).
Per Business Quant, the top 10 investors in ESOA for the quarter ending March 2026 include NEEDHAM INVESTMENT MANAGEMENT LLC (800.0K), HUNTINGTON NATIONAL BANK (663.59K), BlackRock, Inc. (657.29K), VANGUARD CAPITAL MANAGEMENT LLC (586.68K), DRIEHAUS CAPITAL MANAGEMENT LLC (491.85K), Stokes Family Office, LLC (462.15K), DIMENSIONAL FUND ADVISORS LP (349.2K), GEODE CAPITAL MANAGEMENT, LLC (287.1K), MARSHALL WACE, LLP (286.01K), MACKENZIE FINANCIAL CORP (266.36K).

Form 13F Holdings

104 Institutional Holders

Report period 31 Mar, 2026

Total shares held 9.02Mn

Of outstanding 51.47%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	NEEDHAM INVESTMENT MANAGEMENT LLC	0001167212	800,000	4.56%	▲214,560	+36.65%	$10.50Mn
2	HUNTINGTON NATIONAL BANK	0000049205	663,588	3.79%	▼15,000	-2.21%	$8.71Mn
3	BlackRock, Inc.	0002012383	657,292	3.75%	▼29,408	-4.28%	$8.63Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	586,675	3.35%	▲586,675	0.00%	$7.70Mn
5	DRIEHAUS CAPITAL MANAGEMENT LLC	0000938206	491,854	2.81%	▲491,854	0.00%	$6.46Mn
6	Stokes Family Office, LLC	0001802278	462,149	2.64%	▼128	-0.03%	$6.07Mn
7	DIMENSIONAL FUND ADVISORS LP	0000354204	349,202	1.99%	▼14,153	-3.90%	$4.59Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	287,098	1.64%	▲15,043	+5.53%	$3.77Mn
9	MARSHALL WACE, LLP	0001318757	286,009	1.63%	▲286,009	0.00%	$3.76Mn
10	MACKENZIE FINANCIAL CORP	0000919859	266,358	1.52%	▲245,502	+1,177.13%	$3.50Mn
11	TWO SIGMA INVESTMENTS, LP	0001179392	248,661	1.42%	▲176,459	+244.40%	$3.26Mn
12	State Street Corp	0000093751	236,006	1.35%	▲37,040	+18.62%	$3.11Mn
13	ALGERT GLOBAL LLC	0001275218	234,256	1.34%	▲219,152	+1,450.95%	$3.08K
14	RENAISSANCE TECHNOLOGIES LLC	0001037389	217,500	1.24%	▲149,800	+221.27%	$2.86Mn
15	THOMPSON SIEGEL & WALMSLEY LLC	0001008322	175,000	1.00%	▲175,000	0.00%	$2.30K
16	RAFFLES ASSOCIATES LP	0001169581	170,392	0.97%	▼29,000	-14.54%	$2.24Mn
17	Bank of New York Mellon Corp	0001390777	156,152	0.89%	▲24,447	+18.56%	$2.05Mn
18	D. E. Shaw & Co., Inc.	0001009207	151,917	0.87%	▲151,917	0.00%	$1.99Mn
19	LOS ANGELES CAPITAL MANAGEMENT LLC	0001177206	126,053	0.72%	▲126,053	0.00%	$1.66Mn
20	AMERICAN CENTURY COMPANIES INC	0000748054	122,155	0.70%	▼69,908	-36.40%	$1.60Mn

Showing 1 to 20 of 104 holders