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Espey Mfg & Electronics Corp
$64.97 -1.78 (-2.67%) At close · Jul 2
Market Cap
$194.65M
Shares
2,995,922

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.

Holders: 63
Total Value: $51,824,813
Total Shares: 935,129

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 63 13F filers · Δ vs Dec 31, 2025
Top Holder
11.0%
Jun 2023 → Mar 2026 · range 11.0% – 32.8%
−2.2 pts
Top 5
42.8%
Jun 2023 → Mar 2026 · range 42.8% – 88.3%
−10.0 pts
Top 10
60.1%
Jun 2023 → Mar 2026 · range 60.1% – 98.7%
−9.6 pts
HHI
510
Jun 2023 → Mar 2026 · range 510 – 2,261
Broadly held−184

Quarterly Activity

vs Dec 31, 2025
New
19
Increased
16
Decreased
17
Sold Out
8
Unchanged
11
Holder count: +11
Institutional value: -16.7%
Shares held: -29.1%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega AMERICAN CENTURY COMPANIES INC +16,637 53,086
Mid RITHOLTZ WEALTH MANAGEMENT +6,277 24,085
Mega TWO SIGMA INVESTMENTS, LP +5,884 26,073
Large Man Group plc +4,283 10,821
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC +3,955 30,878

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Large MARSHALL WACE, LLP −15,418 9,416
Mega DIMENSIONAL FUND ADVISORS LP −5,570 93,523
Mega WELLS FARGO & COMPANY/MN −4,500 15,501
Small SummerHaven Investment Management, LLC −1,932 16,017
Mega STATE STREET CORP −1,750 10,893

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 85,006 $4,711,032
Mega MILLENNIUM MANAGEMENT LLC 27,532 $1,525,823
Large SEI INVESTMENTS CO 24,968 $1,383,726
Small Informed Momentum Co LLC 20,510 $1,136,664
Mega CITADEL ADVISORS LLC 20,280 $1,123,917

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
— Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust 537,345 $25,325,069
Mega VANGUARD GROUP INC 92,176 $4,344,254
Mid Hillsdale Investment Management Inc. 6,900 $325,197
Mid Heron Bay Capital Management 5,776 $272,222
Mega BANK OF AMERICA CORP /DE/ 1,279 $60,277
Filter: New 19 Increased 16 Reduced 17 Sold out 8 Unchanged 11
Showing 63 of 63
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Large RENAISSANCE TECHNOLOGIES LLC $5,720,009 11.04% 103,212
Mega DIMENSIONAL FUND ADVISORS LP $5,183,043 10.00% 93,523
Mega VANGUARD CAPITAL MANAGEMENT LLC $4,711,032 9.09% 85,006
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $3,429,334 6.62% 61,879
Small De Lisle Partners LLP $3,117,208 6.01% 56,247
Mega AMERICAN CENTURY COMPANIES INC $2,942,026 5.68% 53,086
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $1,711,258 3.30% 30,878
Mega MILLENNIUM MANAGEMENT LLC $1,525,823 2.94% 27,532
Mega TWO SIGMA INVESTMENTS, LP $1,444,965 2.79% 26,073
Large SEI INVESTMENTS CO $1,383,726 2.67% 24,968
Mega GEODE CAPITAL MANAGEMENT, LLC $1,355,240 2.62% 24,454
Mid RITHOLTZ WEALTH MANAGEMENT $1,334,790 2.58% 24,085
Small Informed Momentum Co LLC $1,136,664 2.19% 20,510
Mega CITADEL ADVISORS LLC $1,123,917 2.17% 20,280
Micro Sidoxia Capital Management, LLC $1,032,640 1.99% 18,633
Micro STEEL PARTNERS HOLDINGS L.P. $921,468 1.78% 16,627
Small SummerHaven Investment Management, LLC $887,662 1.71% 16,017
Mega WELLS FARGO & COMPANY/MN $859,065 1.66% 15,501
Small NAPLES GLOBAL ADVISORS, LLC $824,483 1.59% 14,877
Micro Sage Investment Advisers LLC $800,264 1.54% 14,440
Mega VANGUARD FIDUCIARY TRUST CO Bank $725,170 1.40% 13,085
Mega Bank of New York Mellon Corp Bank $660,883 1.28% 11,925
Large Cambridge Investment Research Advisors, Inc. $613,554 1.18% 11,071
Mega STATE STREET CORP $603,690 1.16% 10,893
Large Man Group plc $599,699 1.16% 10,821
Mega GOLDMAN SACHS GROUP INC $594,324 1.15% 10,724
Small FLAGSHIP HARBOR ADVISORS, LLC $587,008 1.13% 10,592
Mega BlackRock, Inc. $564,396 1.09% 10,184
Large MARSHALL WACE, LLP $521,834 1.01% 9,416
Mega MORGAN STANLEY $505,373 0.98% 9,119
Small MORGAN DEMPSEY CAPITAL MANAGEMENT LLC $448,514 0.87% 8,093
Mega JANE STREET GROUP, LLC $446,740 0.86% 8,061
Mega FIRST TRUST ADVISORS LP $385,889 0.74% 6,963
Large OSAIC HOLDINGS, INC. $365,051 0.70% 6,587
Large LAZARD ASSET MANAGEMENT LLC $330,801 0.64% 5,969
Large HRT FINANCIAL LP $300,210 0.58% 5,417
Mid XTX Topco Ltd $281,921 0.54% 5,087
Mega NORTHERN TRUST CORP Bank $281,422 0.54% 5,078
Mid GC Wealth Management RIA, LLC $274,938 0.53% 4,961
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $255,375 0.49% 4,608
Large Tidal Investments LLC $234,204 0.45% 4,226
Large Hudson Bay Capital Management LP $209,376 0.40% 3,778
Mega UBS Group AG $132,786 0.26% 2,396
Mid Copeland Capital Management, LLC $76,867 0.15% 1,387
Small ADIRONDACK TRUST CO Bank $73,874 0.14% 1,333
Mid BEACON INVESTMENT ADVISORY SERVICES, INC. $51,263 0.10% 925
Mega CITIGROUP INC $37,131 0.07% 670
Mega BARCLAYS PLC $36,133 0.07% 652
Mega Vanguard Global Advisers, LLC $34,637 0.07% 625
Large Rockefeller Capital Management L.P. $29,095 0.06% 525
Micro FLAGSHIP WEALTH ADVISORS, LLC $27,377 0.05% 494
Mega PNC FINANCIAL SERVICES GROUP, INC. $22,168 0.04% 400
Large NewEdge Advisors, LLC $16,903 0.03% 305
Large US BANCORP \DE\ Bank $15,683 0.03% 283
Mid Farther Finance Advisors, LLC $9,975 0.02% 180
Small Archer Investment Corp $7,481 0.01% 135
Mega JPMORGAN CHASE & CO $6,262 0.01% 113
Mega ROYAL BANK OF CANADA Bank $4,045 0.01% 73
Mega FMR LLC $3,823 0.01% 69
Large Federation des caisses Desjardins du Quebec $2,216 0.00% 40
Small Ascentis Independent Advisors $1,108 0.00% 20
Small SJS Investment Consulting Inc. $554 0.00% 10
Mid SBI Securities Co., Ltd. Broker-Dealer $443 0.00% 8
Key facts CIK 33533 CUSIP 296650104 Visit website

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