ESPEY MFG & ELECTRONICS CORP - ESP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 115,929 | 7,807 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 98,005 | 6,600 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 92,712 | 6,244 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 92,908 | 5,711 | 0.0% | 0.0% | 4 | +1,914 | 2.1% | Q3 2026 | Nov 04, 2026 |
| De Lisle Partners LLP | History | No change | 56,247 | 3,776 | 0.41% | 0.41% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 54,893 | 3,374 | 0.0% | 0.0% | 6 | -689 | -1.24% | Q3 2026 | Nov 06, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 38,064 | 2,563 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 33,224 | 2,041 | 0.0% | 0.0% | 8 | +8,131 | 32.4% | Q3 2026 | Nov 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 25,151 | 1,693 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Informed Momentum Co LLC | History | No change | 19,700 | 1,326 | 0.12% | 0.12% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 25,108 | 1,262 | 0.01% | 0.01% | 11 | -9,262 | -26.95% | Q3 2026 | Nov 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 20,253 | 1,244 | 0.0% | 0.0% | 12 | +222 | 1.11% | Q3 2026 | Nov 05, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 19,350 | 1,189 | 0.02% | 0.03% | 13 | -7,036 | -26.67% | Q3 2026 | Nov 05, 2026 |
| Sidoxia Capital Management, LLC | History | Added to | 19,137 | 1,176 | 0.83% | 0.93% | 15 | +320 | 1.7% | Q3 2026 | Oct 28, 2026 |
| NORTHERN TRUST CORP | History | No change | 17,466 | 1,176 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 17,369 | 1,169 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 16,221 | 1,092 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 16,170 | 1,089 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEEL PARTNERS HOLDINGS L.P. | History | No change | 16,627 | 1,021 | 1.1% | 1.43% | 19 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 16,279 | 1,000 | 0.06% | 0.06% | 20 | +1,005 | 6.58% | Q3 2026 | Nov 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 15,778 | 969 | 0.0% | 0.0% | 21 | -56,150 | -78.06% | Q3 2026 | Nov 12, 2026 |
| MORGAN STANLEY | History | No change | 12,491 | 841 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 12,349 | 831 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 13,365 | 821 | 0.0% | — | 24 | +13,365 | New | Q3 2026 | Nov 10, 2026 |
| Sage Investment Advisers LLC | History | Added to | 12,249 | 752 | 0.49% | 0.55% | 25 | +5 | 0.04% | Q3 2026 | Oct 21, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 10,640 | 653 | 0.0% | 0.0% | 26 | +10,455 | 5651.35% | Q3 2026 | Nov 06, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 10,173 | 625 | 0.0% | 0.0% | 27 | +2,790 | 37.79% | Q3 2026 | Nov 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 10,168 | 624 | 0.0% | 0.0% | 28 | -3,685 | -26.6% | Q3 2026 | Nov 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 9,592 | 589 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 8,387 | 567 | 0.24% | 0.24% | 30 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | Added to | 9,206 | 565 | 0.0% | 0.0% | 31 | +5,199 | 129.75% | Q3 2026 | Nov 10, 2026 |
| Pekin Hardy Strauss, Inc. | History | New | 8,230 | 505 | 0.04% | — | 32 | +8,230 | New | Q3 2026 | Nov 02, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 6,999 | 471 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 5,628 | 379 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 5,490 | 369 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,525 | 354 | 0.0% | 0.0% | 36 | -93 | -1.66% | Q3 2026 | Nov 12, 2026 |
| Nuveen, LLC | History | Added to | 5,664 | 348 | 0.0% | 0.0% | 37 | +390 | 7.39% | Q3 2026 | Nov 10, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 4,608 | 310 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 4,961 | 304 | 0.01% | 0.02% | 39 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 4,656 | 286 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q3 2026 | Nov 12, 2026 |
| Tidal Investments LLC | History | No change | 4,154 | 279 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BankChampaign, National Association | History | Added to | 4,216 | 259 | 0.22% | 0.22% | 42 | +43 | 1.03% | Q3 2026 | Oct 19, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 3,691 | 226 | 0.0% | — | 43 | +3,691 | New | Q3 2026 | Oct 13, 2026 |
| Vident Advisory, LLC | History | No change | 3,191 | 214 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 2,749 | 168 | 0.0% | 0.0% | 45 | +1,089 | 65.6% | Q3 2026 | Nov 10, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,993 | 122 | 0.0% | 0.0% | 46 | -329 | -14.17% | Q3 2026 | Nov 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,600 | 107 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,496 | 91 | 0.0% | 0.0% | 48 | +933 | 165.72% | Q3 2026 | Nov 12, 2026 |
| Copeland Capital Management, LLC | History | Added to | 1,335 | 82 | 0.0% | 0.0% | 49 | +4 | 0.3% | Q3 2026 | Oct 13, 2026 |
| ADIRONDACK TRUST CO | History | No change | 1,333 | 81 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,113 | 71 | 0.0% | 0.0% | 51 | +150 | 15.58% | Q3 2026 | Nov 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 1,069 | 71 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 1,074 | 66 | 0.0% | 0.0% | 53 | -21 | -1.92% | Q3 2026 | Nov 04, 2026 |
| BARCLAYS PLC | History | Added to | 933 | 57 | 0.0% | 0.0% | 54 | +397 | 74.07% | Q3 2026 | Nov 06, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 925 | 56 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 703 | 43 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 625 | 42 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 519 | 35 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 527 | 35 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 529 | 32 | 0.0% | 0.0% | 61 | +9 | 1.73% | Q3 2026 | Nov 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 483 | 32 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 494 | 30 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 400 | 26 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 411 | 25 | 0.0% | 0.0% | 64 | +11 | 2.75% | Q3 2026 | Nov 06, 2026 |
| Lavaca Capital LLC | History | No change | 267 | 17 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regatta Research & Money Management | History | No change | 265 | 17 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 226 | 15 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 211 | 14 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Laurel Wealth Advisors LLC | History | New | 200 | 12 | 0.0% | — | 69 | +200 | New | Q3 2026 | Oct 27, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 129 | 8 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Added to | 124 | 7 | 0.0% | 0.0% | 71 | +26 | 26.53% | Q3 2026 | Nov 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 117 | 7 | 0.0% | 0.0% | 72 | +8 | 7.34% | Q3 2026 | Nov 10, 2026 |
| GAMMA Investing LLC | History | New | 105 | 6 | 0.0% | — | 73 | +105 | New | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Added to | 76 | 4 | 0.0% | — | 74 | +68 | 850.0% | Q3 2026 | Oct 22, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 35 | 2 | 0.0% | 0.0% | 75 | +20 | 133.33% | Q3 2026 | Oct 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 40 | 2 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 21 | 1 | 0.0% | — | 77 | +11 | 110.0% | Q3 2026 | Oct 26, 2026 |
| Covestor Ltd | History | New | 10 | 1 | 0.0% | — | 78 | +10 | New | Q3 2026 | Oct 30, 2026 |
| SummerHaven Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -16,017 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,302 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,104 | -100.0% | Q3 2026 | Nov 03, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -283 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Ascentis Independent Advisors | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 11 | 0 | — | — | — | +5 | 83.33% | Q3 2026 | Oct 21, 2026 |
| Root Financial Partners, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Nov 10, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 04, 2026 |