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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 103,212 | 5,720 | 0.01% | 0.01% | 1 | -100 | -0.1% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 93,523 | 5,182 | 0.0% | 0.0% | 2 | -5,570 | -5.62% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 85,006 | 4,711 | 0.0% | — | 3 | +85,006 | New | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 92,176 | 4,344 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 61,879 | 3,429 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| De Lisle Partners LLP | History | No change | 56,247 | 3,126 | 0.37% | 0.34% | 6 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 53,086 | 2,942 | 0.0% | 0.0% | 7 | +16,637 | 45.64% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 30,878 | 1,711 | 0.01% | 0.01% | 8 | +3,955 | 14.69% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 27,532 | 1,525 | 0.0% | — | 9 | +27,532 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 26,073 | 1,444 | 0.0% | 0.0% | 10 | +5,884 | 29.14% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | New | 24,968 | 1,383 | 0.0% | — | 11 | +24,968 | New | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 24,454 | 1,356 | 0.0% | 0.0% | 12 | -238 | -0.96% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 24,085 | 1,334 | 0.02% | 0.02% | 13 | +6,277 | 35.25% | Q1 2026 | Apr 20, 2026 |
| Informed Momentum Co LLC | History | New | 20,510 | 1,136 | 0.13% | — | 14 | +20,510 | New | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 20,280 | 1,123 | 0.0% | — | 15 | +20,280 | New | Q1 2026 | May 15, 2026 |
| Sidoxia Capital Management, LLC | History | New | 18,633 | 1,032 | 0.89% | — | 16 | +18,633 | New | Q1 2026 | May 11, 2026 |
| STEEL PARTNERS HOLDINGS L.P. | History | No change | 16,627 | 921 | 0.96% | 0.63% | 17 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 16,017 | 887 | 0.54% | 0.48% | 18 | -1,932 | -10.76% | Q1 2026 | Apr 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 15,501 | 859 | 0.0% | 0.0% | 19 | -4,500 | -22.5% | Q1 2026 | May 11, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 14,877 | 824 | 0.06% | 0.05% | 20 | +436 | 3.02% | Q1 2026 | Apr 20, 2026 |
| Sage Investment Advisers LLC | History | Added to | 14,440 | 823 | 0.61% | 0.51% | 21 | +6 | 0.04% | Q1 2026 | Apr 10, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 13,085 | 725 | 0.0% | — | 22 | +13,085 | New | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 11,925 | 660 | 0.0% | 0.0% | 23 | -111 | -0.92% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 11,071 | 614 | 0.0% | 0.0% | 24 | -18 | -0.16% | Q1 2026 | Apr 30, 2026 |
| STATE STREET CORP | History | Reduced | 10,893 | 603 | 0.0% | 0.0% | 25 | -1,750 | -13.84% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 10,821 | 599 | 0.0% | 0.0% | 26 | +4,283 | 65.51% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 10,724 | 594 | 0.0% | — | 27 | +10,724 | New | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 10,592 | 587 | 0.03% | 0.02% | 28 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BlackRock, Inc. | History | Added to | 10,184 | 564 | 0.0% | 0.0% | 29 | +439 | 4.5% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 9,416 | 521 | 0.0% | 0.0% | 30 | -15,418 | -62.08% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 9,119 | 505 | 0.0% | 0.0% | 31 | +3,913 | 75.16% | Q1 2026 | May 15, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | Added to | 8,093 | 448 | 0.2% | 0.18% | 32 | +54 | 0.67% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | New | 8,061 | 446 | 0.0% | — | 33 | +8,061 | New | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 6,963 | 385 | 0.0% | 0.0% | 34 | +97 | 1.41% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,587 | 365 | 0.0% | 0.0% | 35 | -1,350 | -17.01% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 5,969 | 330 | 0.0% | — | 36 | +5,969 | New | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 5,417 | 300 | 0.0% | — | 37 | +5,417 | New | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Reduced | 5,087 | 281 | 0.0% | 0.01% | 39 | -784 | -13.35% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 5,078 | 281 | 0.0% | 0.0% | 38 | +511 | 11.19% | Q1 2026 | May 14, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 4,961 | 274 | 0.01% | 0.01% | 40 | -709 | -12.5% | Q1 2026 | May 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 4,608 | 255 | 0.01% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Reduced | 4,226 | 234 | 0.0% | 0.0% | 42 | -144 | -3.3% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | New | 3,778 | 209 | 0.0% | — | 43 | +3,778 | New | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 2,396 | 132 | 0.0% | 0.0% | 44 | +1,892 | 375.4% | Q1 2026 | May 05, 2026 |
| Copeland Capital Management, LLC | History | Added to | 1,387 | 76 | 0.0% | 0.0% | 45 | +94 | 7.27% | Q1 2026 | May 06, 2026 |
| ADIRONDACK TRUST CO | History | No change | 1,333 | 73 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 925 | 51 | 0.0% | — | 47 | +925 | New | Q1 2026 | Apr 14, 2026 |
| CITIGROUP INC | History | New | 670 | 37 | 0.0% | — | 48 | +670 | New | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | New | 652 | 36 | 0.0% | — | 49 | +652 | New | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 625 | 34 | 0.0% | — | 50 | +625 | New | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | New | 525 | 29 | 0.0% | — | 51 | +525 | New | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 400 | 22 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 494 | 22 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q1 2026 | Jun 01, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 400 | 18 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 305 | 16 | 0.0% | 0.0% | 55 | -20 | -6.15% | Q1 2026 | Jun 02, 2026 |
| US BANCORP \DE\ | History | No change | 283 | 15 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 180 | 10 | 0.0% | 0.0% | 57 | -20 | -10.0% | Q1 2026 | Apr 07, 2026 |
| Archer Investment Corp | History | No change | 135 | 7 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | New | 113 | 6 | 0.0% | — | 59 | +113 | New | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 73 | 4 | 0.0% | 0.0% | 60 | +33 | 82.5% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 69 | 3 | 0.0% | 0.0% | 61 | -25 | -26.6% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 58 | 2 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 40 | 2 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | New | 20 | 1 | 0.0% | — | 65 | +20 | New | Q1 2026 | Apr 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,900 | -100.0% | Q1 2026 | May 04, 2026 |
| Heron Bay Capital Management | History | Closed out | 0 | 0 | — | 0.05% | — | -5,776 | -100.0% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,279 | -100.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 8 | 0 | — | — | — | +2 | 33.33% | Q1 2026 | Apr 27, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 10 | 0 | — | — | — | -1 | -9.09% | Q1 2026 | Apr 23, 2026 |