ESP · Espey Mfg & Electronics Corp · Holdings

$61.91 -1.32 (-2.09%) At close · Oct 5

Russell 2000 member Rebalance outlook locked

Market Cap

$188.01M

3.04M

Volume · Oct 5 45.1K Avg daily vol (3M) 45.74K

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 →

Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.

Quarter:

Holders: 78

Total Value: $72,446,462

Total Shares: 1,075,672

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 78 13F filers · Δ vs Mar 31, 2026

Top Holder

10.8%

−0.3 pts

Top 5

43.7%

+0.9 pts

Top 10

63.2%

+3.1 pts

HHI

522

Broadly held+12

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +14

Institutional value: +39.7%

Shares held: +15.0%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BlackRock, Inc.	+105,745	115,929
Mega GEODE CAPITAL MANAGEMENT, LLC	+31,128	55,582
Mega AMERICAN CENTURY COMPANIES INC	+18,842	71,928
Mega STATE STREET CORP	+14,200	25,093
Mega VANGUARD CAPITAL MANAGEMENT LLC	+12,999	98,005

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	−23,815	38,064
Mega SEI INVESTMENTS CO	−11,115	13,853
Large RENAISSANCE TECHNOLOGIES LLC	−10,500	92,712
Mega DIMENSIONAL FUND ADVISORS LP	−2,529	90,994
Small Sage Investment Advisers LLC	−2,196	12,244

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega VANGUARD PORTFOLIO MANAGEMENT LLC	16,170	$1,089,049
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC	5,628	$379,045
Mega Nuveen, LLC	5,274	$355,203
Large PANAGORA ASSET MANAGEMENT INC	4,656	$313,581
Small BankChampaign, National Association	4,173	$281,051

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega MILLENNIUM MANAGEMENT LLC	27,532	$1,525,823
Mega CITADEL ADVISORS LLC	20,280	$1,123,917
Mega GOLDMAN SACHS GROUP INC	10,724	$594,324
Mega MARSHALL WACE, LLP	9,416	$521,834
Mega JANE STREET GROUP, LLC	8,061	$446,740

Filter: New 24 Increased 26 Reduced 13 Sold out 10 Unchanged 15

Showing 78 of 78

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$7,807,816

10.78%

115,929

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	447	$30,105	0.4%	Sole
BlackRock Investment Management, LLC	6,369	$428,952	5.5%	Sole
BLACKROCK ADVISORS LLC	5,236	$352,644	4.5%	Sole
BlackRock Fund Advisors	76,001	$5,118,667	65.6%	Sole
BlackRock Institutional Trust Company, N.A.	27,876	$1,877,448	24.0%	Sole

VANGUARD CAPITAL MANAGEMENT LLC

$6,600,636

9.11%

98,005

RENAISSANCE TECHNOLOGIES LLC

$6,244,153

8.62%

92,712

DIMENSIONAL FUND ADVISORS LP

$6,128,443

8.46%

90,994

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	308	$20,743	0.3%	Defined
DFA Australia Ltd.	682	$45,932	0.7%	Defined
Dimensional Ireland Ltd	4,271	$287,651	4.7%	Defined
Held directly	85,733	$5,774,117	94.2%	Sole

AMERICAN CENTURY COMPANIES INC

$4,844,350

6.69%

71,928

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	71,928	$4,844,350	100.0%	Defined

De Lisle Partners LLP

$3,788,235

5.23%

56,247

GEODE CAPITAL MANAGEMENT, LLC

$3,743,447

5.17%

55,582

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	8,242	$555,098	14.8%	Defined
Held directly	47,340	$3,188,349	85.2%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$2,563,610

3.54%

38,064

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$2,314,819

3.20%

34,370

RITHOLTZ WEALTH MANAGEMENT

$1,777,097

2.45%

26,386

TWO SIGMA INVESTMENTS, LP

$1,693,919

2.34%

25,151

STATE STREET CORP

$1,690,013

2.33%

25,093

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SSGA FUNDS MANAGEMENT, INC. joint	25,093	$1,690,013	100.0%	Defined

Bank of New York Mellon Corp

$1,349,087

1.86%

20,031

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	16,166	$1,088,780	80.7%	Defined
The Bank of New York Mellon	3,864	$260,240	19.3%	Defined
Held directly	1	$67	0.0%	Defined

Informed Momentum Co LLC

$1,326,795

1.83%

19,700

Sidoxia Capital Management, LLC

$1,267,324

1.75%

18,817

NORTHERN TRUST CORP

$1,176,334

1.62%

17,466

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	17,098	$1,151,550	97.9%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	368	$24,784	2.1%	Other

WELLS FARGO & COMPANY/MN

$1,169,801

1.61%

17,369

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	2,119	$142,714	12.2%	Defined
WELLS FARGO CLEARING SERVICES, LLC	15,250	$1,027,087	87.8%	Defined

STEEL PARTNERS HOLDINGS L.P.

$1,119,828

1.55%

16,627

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Steel Partners Holdings GP Inc. joint	16,627	$1,119,828	100.0%	Other

VANGUARD FIDUCIARY TRUST CO

$1,092,484

1.51%

16,221

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,089,049

1.50%

16,170

SummerHaven Investment Management, LLC

$1,078,744

1.49%

16,017

NAPLES GLOBAL ADVISORS, LLC

$1,028,703

1.42%

15,274

SEI INVESTMENTS CO

$932,999

1.29%

13,853

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI TRUST CO	13,853	$932,999	100.0%	Sole

Cambridge Investment Research Advisors, Inc.

$895,889

1.24%

13,302

MORGAN STANLEY

$841,266

1.16%

12,491

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	2	$134	0.0%	Defined
MORGAN STANLEY & CO. LLC	571	$38,456	4.6%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	8,995	$605,813	72.0%	Defined
MORGAN STANLEY SMITH BARNEY LLC	2,706	$182,249	21.7%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	217	$14,614	1.7%	Defined

Man Group plc

$831,705

1.15%

12,349

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Numeric Investors LLC	12,349	$831,705	100.0%	Defined

Sage Investment Advisers LLC

$824,633

1.14%

12,244

FLAGSHIP HARBOR ADVISORS, LLC

$646,021

0.89%

9,592

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

$564,864

0.78%

8,387

FIRST TRUST ADVISORS LP

$497,245

0.69%

7,383

LAZARD ASSET MANAGEMENT LLC

$471,382

0.65%

6,999

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$379,045

0.52%

5,628

OSAIC HOLDINGS, INC.

$378,372

0.52%

5,618

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	5,618	$378,372	100.0%	Defined

XTX Topco Ltd

$369,751

0.51%

5,490

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	5,490	$369,751	100.0%	Defined

Nuveen, LLC

$355,203

0.49%

5,274

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	2,179	$146,755	41.3%	Defined
TEACHERS ADVISORS, LLC joint	3,095	$208,448	58.7%	Defined

GC Wealth Management RIA, LLC

$334,123

0.46%

4,961

PANAGORA ASSET MANAGEMENT INC

$313,581

0.43%

4,656

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$310,348

0.43%

4,608

BankChampaign, National Association

$281,051

0.39%

4,173

Tidal Investments LLC

$279,771

0.39%

4,154

UBS Group AG

$269,870

0.37%

4,007

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1,030	$69,370	25.7%	Defined
UBS AG	2,029	$136,653	50.6%	Defined
UBS Securities LLC	948	$63,847	23.7%	Defined

Vident Advisory, LLC

$214,913

0.30%

3,191

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acuitas Investments, LLC	3,191	$214,913	100.0%	Defined

Edgemoor Investment Advisors, Inc.

$209,054

0.29%

3,104

DEUTSCHE BANK AG\

$156,385

0.22%

2,322

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	48	$3,232	2.1%	Defined
DWS Investments UK Ltd	2,274	$153,153	97.9%	Defined

RHUMBLINE ADVISERS

$111,801

0.15%

1,660

NEW YORK STATE COMMON RETIREMENT FUND

$107,760

0.15%

1,600

ADIRONDACK TRUST CO

$89,777

0.12%

1,333

Copeland Capital Management, LLC

$89,642

0.12%

1,331

CITIGROUP INC

$73,747

0.10%

1,095

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	1,095	$73,747	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$71,997

0.10%

1,069

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	1,069	$71,997	100.0%	Defined

JPMORGAN CHASE & CO

$64,858

0.09%

963

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	963	$64,858	100.0%	Defined

BEACON INVESTMENT ADVISORY SERVICES, INC.

$62,298

0.09%

925

Police & Firemen's Retirement System of New Jersey

$47,347

0.07%

703

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	703	$47,347	100.0%	Defined

Vanguard Global Advisers, LLC

$42,093

0.06%

625

BNP PARIBAS ARBITRAGE, SA

$37,918

0.05%

563

BARCLAYS PLC

$36,099

0.05%

536

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	376	$25,323	70.1%	Defined
BARCLAYS CAPITAL INC.	160	$10,776	29.9%	Defined

Rockefeller Capital Management L.P.

$35,493

0.05%

527

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	527	$35,493	100.0%	Defined

Arax Advisory Partners

$35,022

0.05%

520

ROYAL BANK OF CANADA

$34,954

0.05%

519

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	72	$4,849	13.9%	Defined
RBC Capital Markets, LLC	447	$30,105	86.1%	Defined

FLAGSHIP WEALTH ADVISORS, LLC

$33,270

0.05%

494

JONES FINANCIAL COMPANIES LLLP

$32,530

0.04%

483

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	483	$32,530	100.0%	Sole

BROADWATER CAPITAL MANAGEMENT LLC

$26,940

0.04%

400

PNC FINANCIAL SERVICES GROUP, INC.

$26,940

0.04%

400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	400	$26,940	100.0%	Other

US BANCORP \DE\

$19,060

0.03%

283

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	283	$19,060	100.0%	Defined

Lavaca Capital LLC

$17,982

0.02%

267

Regatta Research & Money Management

$17,847

0.02%

265

Legal & General Group Plc

$15,221

0.02%

226

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	226	$15,221	100.0%	Defined

Ameritas Investment Partners, Inc.

$14,210

0.02%

211

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	211	$14,210	100.0%	Other

Russell Investments Group, Ltd.

$12,459

0.02%

185

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	185	$12,459	100.0%	Defined

Archer Investment Corp

$9,092

0.01%

135

Tower Research Capital LLC (TRC)

$8,688

0.01%

129

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	129	$8,688	100.0%	Defined

Global Retirement Partners, LLC

$7,341

0.01%

109

FMR LLC

$6,599

0.01%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	1	$67	1.0%	Defined
STRATEGIC ADVISERS LLC	97	$6,532	99.0%	Defined

Federation des caisses Desjardins du Quebec

$2,694

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Desjardins Securities inc.	40	$2,694	100.0%	Defined

TOTH FINANCIAL ADVISORY CORP

$1,010

0.00%

SJS Investment Consulting Inc.

$673

0.00%

Sterling Capital Management LLC

$538

0.00%

SBI Securities Co., Ltd.

$404

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	20,280	$1,123,917	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	10,724	$594,324	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	9,416	$521,834	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	5,562	$308,246	69.0%	Defined
Jane Street Global Trading, LLC	2,499	$138,494	31.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Hudson Bay Capital UK LLP	3,778	$209,376	100.0%	Defined

Key facts CIK 33533 CUSIP 296650104 13F (30d) 1 filings 1 filers Visit website Investor relations