ESP · Espey Mfg & Electronics Corp · Shareholders & Ownership
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Every disclosed holder of ESP in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns ESP
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 1,061,496 | 34.95% |
| Insiders (Forms 3, 4, 5) | 98,073 | 3.23% |
| 13D/G-only blocks | 596,201 | 19.63% |
| Remaining | 1,281,102 | 42.18% |
| Registered funds (N-PORT, not summed) | 412,419 | 13.58% |
Shares outstanding: 3,036,872, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of ESP
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust
13G
CIK 1321399 · Pension or benefit plan · Dec 31, 2025
Rule 13d-1(b), qualified institution
|
537,345 | ||
| 2 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
115,929 | ||
| 2.1 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
46,185 | ||
| 2.2 |
iShares Russell 2000 Growth ETF
Fund
S000004343 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
21,808 | ||
| 2.3 |
iShares Micro-Cap ETF
Fund
S000004439 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
7,828 | ||
| 2.4 |
Master Small Cap Index Series
Fund
S000002716 · Registered fund · Jun 30, 2026
Quantitative Master Series LLC, not summed
|
4,341 | ||
| 2.5 |
iShares Russell Small/Mid-Cap Index Fund
Fund
S000050373 · Registered fund · Jul 31, 2026
BlackRock Funds, not summed
|
607 | ||
| 3 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
98,005 | ||
| 4 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Sep 30, 2026
|
92,908 | ||
| 4.1 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
16,582 | ||
| 4.2 |
U.S. Targeted Value Portfolio
Fund
S000000970 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
15,802 | ||
| 4.3 |
Dimensional U.S. Targeted Value ETF
Fund
S000070901 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
14,820 | ||
| 4.4 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
9,673 | ||
| 4.5 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
8,964 | ||
| 5 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
92,712 | ||
| 6 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
71,928 | ||
| 7 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
70,990 | ||
| 8 |
|
58,856 | ||
| 9 |
De Lisle Partners LLP
13F
CIK 2011184 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
56,247 | ||
| 10 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Sep 30, 2026
|
54,893 | ||
| 11 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
CIK 1164508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
38,064 | ||
| 12 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
13F
CIK 1423442 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
34,370 | ||
| 13 |
|
29,294 | ||
| 14 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
25,151 | ||
| 15 |
|
25,093 | ||
| 15.1 |
State Street Total Return V.I.S. Fund
Fund
S000001637 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
59 | ||
| 16 |
|
24,673 | ||
| 17 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
24,479 | ||
| 18 |
Avantis U.S. Small Cap Value ETF
Fund
S000066459 · Registered fund · Aug 31, 2026
American Century ETF Trust, not summed
|
22,693 | ||
| 19 |
|
20,439 | ||
| 20 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Sep 30, 2026
|
20,253 | ||
| 21 |
|
19,792 | ||
| 22 |
Informed Momentum Co LLC
13F
CIK 1510989 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
19,700 | ||
| 23 |
RITHOLTZ WEALTH MANAGEMENT
13F
CIK 1698218 · Registered investment adviser · Sep 30, 2026
|
19,350 | ||
| 24 |
Sidoxia Capital Management, LLC
13F
CIK 2132534 · Registered investment adviser · Sep 30, 2026
|
19,137 | ||
| 25 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
17,466 | ||
| 25.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
1,030 | ||
| 26 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
17,369 | ||
| 27 |
STEEL PARTNERS HOLDINGS L.P.
13F
CIK 1452857 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
16,627 | ||
| 28 |
NAPLES GLOBAL ADVISORS, LLC
13F
CIK 1582151 · Registered investment adviser · Sep 30, 2026
|
16,279 | ||
| 29 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
16,221 | ||
| 30 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
16,170 | ||
| 31 |
SEI INVESTMENTS CO
13F
CIK 350894 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,853 | ||
| 32 |
WisdomTree U.S. SmallCap Dividend Fund
Fund
S000012394 · Registered fund · Jun 30, 2026
WisdomTree Trust, not summed
|
13,512 | ||
| 33 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · Aug 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
13,260 | ||
| 34 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,491 | ||
| 35 |
Man Group plc
13F
CIK 1637460 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,349 | ||
| 36 |
Sage Investment Advisers LLC
13F
CIK 1925418 · Registered investment adviser · Sep 30, 2026
|
12,249 | ||
| 37 |
Russell Investments Group, Ltd.
13F
CIK 1692234 · Unknown · Sep 30, 2026
|
10,640 | ||
| 37.1 |
U.S. Small Cap Equity Fund
Fund
S000001586 · Registered fund · Jul 31, 2026
RUSSELL INVESTMENT CO, not summed
|
4,691 | ||
| 38 |
FLAGSHIP HARBOR ADVISORS, LLC
13F
CIK 1691766 · Registered investment adviser · Sep 30, 2026
|
9,592 | ||
| 39 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
13F
CIK 1050463 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,387 | ||
| 40 |
Pekin Hardy Strauss, Inc.
13F
CIK 1020317 · Registered investment adviser · Sep 30, 2026
|
8,230 | ||
| 41 |
FIRST TRUST ADVISORS LP
13F
CIK 1125816 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,383 | ||
| 41.1 |
First Trust Dow Jones Select MicroCap Index Fund
Fund
S000010772 · Registered fund · Jun 30, 2026
First Trust Exchange-Traded Fund, not summed
|
7,358 | ||
| 42 |
LAZARD ASSET MANAGEMENT LLC
13F
CIK 1207017 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,999 | ||
| 43 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,628 | ||
| 43.1 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
5,628 | ||
| 44 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,618 | ||
| 45 |
XTX Topco Ltd
13F
CIK 1828301 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,490 | ||
| 46 |
|
5,274 | ||
| 46.1 |
Nuveen Small Cap Blend Index Fund
Fund
S000005367 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
3,095 | ||
| 47 |
GC Wealth Management RIA, LLC
13F
CIK 2011169 · Registered investment adviser · Sep 30, 2026
|
4,961 | ||
| 48 |
PANAGORA ASSET MANAGEMENT INC
13F
CIK 883677 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,656 | ||
| 49 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
CIK 1107261 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,608 | ||
| 49.1 |
Ultra-Small Company Market Fund
Fund
S000004424 · Registered fund · Jun 30, 2026
Bridgeway Funds, Inc., not summed
|
4,608 | ||
| 50 |
BankChampaign, National Association
13F
CIK 2135773 · Unknown · Sep 30, 2026
|
4,216 |
16 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 138 holders
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