ESS Tech Inc (GWH) Ownership

5.42 ↑0.09 (1.69%)

As of August 30, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

SoftBank Group Corp is the biggest individual institutional holder of ESS Tech Inc (GWH), owning a total of 36 million shares. Combined, the top 44 institutional holders of GWH own 37.08% of the company with a total of 64.6 million shares.

In the latest ownership report on June 30th 2024, the top 44 institutional holders decreased their combined ownership of GWH by 5 million shares. 7 institutions bought 3,370,155 total additional shares and increased their ownership by an average of 321.97%. However 11 institutions sold 8,418,790 total shares and decreased their ownership by an average of 30.74%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of ESS Tech decreased by a net total of -5,048,635 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SoftBank Group Corp	20.193%	0.000%	35,953,699	0	2024-06-30
Vanguard Group Inc	1.615%	-11.877%	2,876,217	-387,632	2024-06-30
Millennium Management LLC	0.998%	1,534.560%	1,777,622	1,668,870	2024-06-30
Geode Capital Management, LLC	0.489%	-53.345%	870,610	-995,441	2024-06-30
BlackRock Inc	0.469%	-85.185%	835,493	-4,803,917	2024-06-30
FMR Inc	0.452%	-1.862%	804,249	-15,261	2024-06-30
GSA Capital Partners LLP	0.423%	409.696%	752,949	605,224	2024-06-30
Northern Trust Corp	0.380%	-5.305%	675,756	-37,857	2024-06-30
Goldman Sachs Group Inc	0.358%	296.380%	636,475	475,903	2024-06-30
Charles Schwab Investment Management Inc	0.320%	-25.715%	569,560	-197,164	2024-06-30
Susquehanna International Group, LLP	0.205%	13.145%	365,167	42,424	2024-06-30
Laird Norton Tyee Trust Co	0.194%	-2.122%	345,953	-7,500	2024-06-30
State Street Corp	0.173%	-83.763%	308,223	-1,590,003	2024-06-30
Green Alpha Advisors, LLC	0.119%	-3.691%	211,340	-8,100	2024-06-30
Y-Intercept (Hong Kong) Ltd	0.117%	0.000%	208,464	208,464	2024-06-30
Renaissance Technologies Corp	0.114%	-64.869%	203,200	-375,200	2024-06-30
Centiva Capital LP	0.106%	0.000%	188,900	188,900	2024-06-30
Point72 Asia (Singapore) Pte. Ltd	0.101%	0.000%	180,370	180,370	2024-06-30
Redmond Asset Management, LLC	0.100%	-0.399%	178,571	-715	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SoftBank Group Corp	20.193%	0.000%	35,953,699	0	2024-06-30
Legal & General Group PLC	2.025%	-1.034%	3,150,862	-32,903	2023-03-31
Vanguard Group Inc	1.615%	-11.877%	2,876,217	-387,632	2024-06-30
Amvescap Plc.	1.159%	-59.534%	2,027,305	-2,982,599	2023-12-31
State Street Corporation	1.066%	-7.898%	1,898,226	-162,779	2024-03-31
Millennium Management LLC	0.998%	1,534.560%	1,777,622	1,668,870	2024-06-30
KIM, LLC	1.096%	-0.989%	1,691,446	-16,900	2022-12-31
Mirae Asset Global Investments (Korea) Co Ltd	0.859%	0.000%	1,335,848	1,335,848	2023-03-31
Electron Capital Partners, LLC	0.714%	0.000%	1,093,561	1,093,561	2022-09-30
Geode Capital Management, LLC	0.489%	-53.345%	870,610	-995,441	2024-06-30
First Trust Advisors L.P.	0.494%	4.938%	864,688	40,692	2023-12-31
BlackRock Inc	0.469%	-85.185%	835,493	-4,803,917	2024-06-30
FMR Inc	0.452%	-1.862%	804,249	-15,261	2024-06-30
GSA Capital Partners LLP	0.423%	409.696%	752,949	605,224	2024-06-30
Northern Trust Corp	0.380%	-5.305%	675,756	-37,857	2024-06-30
Goldman Sachs Group Inc	0.358%	296.380%	636,475	475,903	2024-06-30
Charles Schwab Investment Management Inc	0.320%	-25.715%	569,560	-197,164	2024-06-30
Van Eck Associates Corporation	0.317%	-0.408%	488,630	-2,000	2022-12-31
JPMorgan Chase & Co	0.247%	-28.778%	426,532	-172,344	2023-06-30
Susquehanna International Group, LLP	0.205%	13.145%	365,167	42,424	2024-06-30
Laird Norton Tyee Trust Co	0.194%	-2.122%	345,953	-7,500	2024-06-30
Baird Financial Group, Inc.	0.191%	38.588%	339,680	94,580	2024-03-31
Blair William & Co	0.191%	-37.864%	334,494	-203,833	2023-12-31
State Street Corp	0.173%	-83.763%	308,223	-1,590,003	2024-06-30
Toroso Investments LLC	0.169%	0.000%	291,446	291,446	2023-09-30
Nuveen Asset Management, LLC	0.155%	0.000%	276,596	0	2024-03-31
Squarepoint Ops LLC	0.177%	153.051%	273,457	165,393	2022-12-31
Bank of New York Mellon Corp	0.149%	-10.050%	259,813	-29,027	2024-03-31
Bank of America Corp	0.139%	97.141%	243,398	119,934	2023-12-31
JANE STREET GROUP, LLC	0.136%	2,158.750%	237,688	227,165	2023-12-31
Weiss Asset Management LP	0.153%	0.000%	237,538	237,538	2023-03-31
Green Alpha Advisors, LLC	0.119%	-3.691%	211,340	-8,100	2024-06-30
Y-Intercept (Hong Kong) Ltd	0.117%	0.000%	208,464	208,464	2024-06-30
Renaissance Technologies Corp	0.114%	-64.869%	203,200	-375,200	2024-06-30
Ardsley Advisory Partners	0.116%	0.000%	200,000	200,000	2023-09-30
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.127%	34.608%	194,700	50,058	2022-09-30
Morgan Stanley - Brokerage Accounts	0.107%	-23.267%	190,981	-57,910	2024-03-31
Centiva Capital LP	0.106%	0.000%	188,900	188,900	2024-06-30
Point72 Asia (Singapore) Pte. Ltd	0.101%	0.000%	180,370	180,370	2024-06-30
Steward Partners Investment Advisory, LLC	0.116%	16,528.000%	179,582	178,502	2022-09-30
Redmond Asset Management, LLC	0.100%	-0.399%	178,571	-715	2024-06-30
Bridgeway Capital Management, LLC	0.085%	0.000%	150,000	0	2024-03-31
HighTower Advisors, LLC	0.079%	0.144%	138,717	200	2024-03-31
Highland Private Wealth Management	0.089%	0.000%	137,117	0	2022-09-30

Mutual Fund Ownership

L&G Battery Value-Chain ETF is the biggest individual fund holder of ESS Tech Inc (GWH), owning a total of 3.2 million shares. Combined, the top 56 mutual fund holders of GWH own 16.42% of the company with a total of 27.8 million shares.

In the latest ownership report on July 31st 2024, the top 56 fund holders increased their combined ownership of GWH by 14 thousand shares. 1 funds bought 13,827 total additional shares and increased their ownership by an average of 2.77%. However 1 funds sold 215 total shares and decreased their ownership by an average of 0.13%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding ESS Tech increased by a net total of 13,612 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	1.042%	0.000%	1,855,050	0	2024-07-31
Vanguard Institutional Extnd Mkt Idx Tr	0.529%	0.000%	940,993	0	2024-07-31
Fidelity Select Technology	0.442%	0.000%	787,286	0	2024-07-31
Fidelity Extended Market Index	0.289%	2.766%	513,688	13,827	2024-07-31
Schwab US Small-Cap ETF™	0.232%	0.000%	409,683	0	2024-07-31
Fidelity Total Market Index	0.091%	-0.133%	161,562	-215	2024-07-31
Schwab US Broad Market ETF™	0.071%	0.000%	125,352	0	2024-07-31
Fidelity Series Total Market Index	0.063%	0.000%	112,940	0	2024-07-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
L&G Battery Value-Chain ETF	2.062%	0.000%	3,181,905	0	2023-04-28
iShares Russell 2000 ETF	1.148%	0.766%	2,008,054	15,268	2024-05-30
Invesco WilderHill Clean Energy ETF	1.118%	-0.387%	1,934,174	-7,506	2024-02-29
Vanguard Total Stock Mkt Idx Inv	1.042%	0.000%	1,855,050	0	2024-07-31
Vanguard Instl Ttl Stck Mkt Idx Tr	0.921%	0.000%	1,593,000	0	2023-03-31
Fidelity Global Innovators Cl P5	0.666%	-39.363%	1,028,133	-667,411	2022-06-30
Vanguard Institutional Extnd Mkt Idx Tr	0.529%	0.000%	940,993	0	2024-07-31
Fidelity Small Cap Index	0.521%	3.111%	927,678	27,989	2024-06-30
Vanguard Extended Market Index Investor	0.586%	0.000%	911,864	0	2023-08-31
Fidelity® Small Cap Index	0.509%	3.195%	879,916	27,239	2023-10-31
iShares Russell 2000 Value ETF	0.493%	-0.132%	862,848	-1,144	2024-05-30
Fidelity Select Technology	0.442%	0.000%	787,286	0	2024-07-31
Fidelity® Select Technology	0.455%	0.000%	787,286	0	2023-10-31
Select Technology	0.455%	0.000%	787,286	0	2023-10-31
First Trust NASDAQ® Cln Edge® GrnEngyETF	0.432%	0.000%	746,952	0	2024-02-29
iShares Russell 2000 Growth ETF	0.373%	-0.361%	576,139	-2,088	2023-06-21
Fidelity Extended Market Index	0.289%	2.766%	513,688	13,827	2024-07-31
Fidelity® Extended Market Index	0.249%	0.000%	429,896	0	2023-11-30
Schwab US Small-Cap ETF™	0.232%	0.000%	409,683	0	2024-07-31
State St Russell Sm Cap® Indx NL Cl C	0.212%	0.000%	364,017	0	2023-09-30
State St Russell Sm Cap® Indx SL Cl I	0.208%	0.000%	364,017	0	2024-05-31
Vanguard Russell 2000 ETF	0.193%	-0.773%	337,198	-2,628	2024-05-31
Evolve Automobile Innovation ETF H	0.206%	-1.733%	318,546	-5,618	2023-03-31
Amplify Lithium & Battery Tech ETF	0.165%	0.000%	285,368	0	2023-10-31
NT R2000 Value Index Fund - NL	0.157%	2.141%	279,536	5,860	2023-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.143%	-58.799%	253,581	-361,887	2024-06-30
Allspring (Lux) WW Glb L/SEq IPUSD Acc	0.161%	0.000%	246,344	246,344	2022-11-30
NT R2000 Index Fund - NL	0.126%	-4.065%	224,518	-9,514	2024-06-30
VanEck Global Resources Fund A	0.138%	0.000%	211,100	0	2022-12-31
VanEck Global Resources Composite	0.137%	-0.189%	211,100	-400	2022-12-31
NT R2000 Growth Index Fund - NL	0.134%	0.000%	206,376	0	2023-03-31
Schwab Small Cap Index	0.115%	0.000%	201,873	0	2024-05-31
iShares Micro-Cap ETF	0.111%	-1.370%	194,488	-2,702	2024-05-30
NT R2000 Value Index Fund - L	0.104%	2.610%	184,532	4,694	2024-06-30
Northern Trust Russell 2000 Value Index	0.104%	2.610%	184,532	4,694	2024-06-30
BrighthouseII Van Eck Global Natrl Res A	0.117%	-5.390%	180,800	-10,300	2022-12-31
BlackRock Extended Equity Market K	0.100%	-0.096%	178,478	-172	2024-06-30
NT R2000 Index Fund - DC - NL - 2	0.100%	-4.406%	177,665	-8,188	2024-06-30
iShares Russell 2000 Small-Cap Idx Instl	0.095%	0.000%	166,053	0	2024-05-31
Fidelity Total Market Index	0.091%	-0.133%	161,562	-215	2024-07-31
Northern Trust Russell 2000 Growth Index	0.102%	7.866%	158,097	11,529	2023-03-31
Russell 2000 Index Non-Lendable Fund E	0.090%	0.649%	157,344	1,014	2024-03-31
Bridgeway Ultra-Small Company Market	0.085%	0.000%	150,000	0	2024-03-31
BlackRock Extended Mkt Composite	0.078%	1.187%	136,023	1,596	2023-09-30
Schwab US Broad Market ETF™	0.071%	0.000%	125,352	0	2024-07-31
SPDR® Russell 2000 US Small Cap ETF	0.066%	-1.258%	116,357	-1,482	2024-06-30
Fidelity Series Total Market Index	0.063%	0.000%	112,940	0	2024-07-31
Nuveen Small Cap Blend Idx R6	0.064%	0.000%	112,738	0	2024-05-31
EQ/2000 Managed Volatility IB	0.056%	0.000%	98,475	0	2024-05-31
Russell Personalized DI All Cap SMA	0.051%	0.000%	90,219	0	2024-06-30
NT Ext Equity Mkt Idx Fd - NL	0.048%	0.000%	86,066	0	2024-06-30
Fidelity Small Cap Value Index	0.048%	0.000%	85,583	0	2024-06-30
Northern Trust Russell 2000 Index	0.042%	8.396%	75,574	5,854	2024-06-30
NT R2000 Index Fund - L	0.041%	7.689%	73,729	5,264	2024-06-30
NT Ext Equity Mkt Idx Fd - DC - NL - T2	0.039%	-0.043%	69,132	-30	2024-06-30
NT Ext Equity Mkt Idx Fd - L	0.038%	0.000%	67,283	0	2024-06-30