ESPEY MFG & ELECTRONICS CORP - ESP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 103,312 | 4,869 | 0.01% | 0.01% | 1 | +3,247 | 3.24% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 99,093 | 4,670 | 0.0% | 0.0% | 2 | -2,112 | -2.09% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 92,176 | 4,344 | 0.0% | 0.0% | 3 | -1,401 | -1.5% | Q4 2025 | Jan 29, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 61,879 | 2,916 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| De Lisle Partners LLP | History | Added to | 56,247 | 2,664 | 0.34% | 0.25% | 5 | +4,822 | 9.38% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 36,449 | 1,717 | 0.0% | 0.0% | 6 | +7,085 | 24.13% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 26,923 | 1,268 | 0.01% | 0.0% | 7 | +11,453 | 74.03% | Q4 2025 | Feb 11, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 24,834 | 1,170 | 0.0% | 0.0% | 8 | -5,417 | -17.91% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 24,692 | 1,164 | 0.0% | 0.0% | 9 | +745 | 3.11% | Q4 2025 | Feb 09, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 20,189 | 951 | 0.0% | 0.0% | 10 | -6,248 | -23.63% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 20,001 | 942 | 0.0% | 0.0% | 11 | -50 | -0.25% | Q4 2025 | Feb 13, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 17,949 | 845 | 0.48% | 0.41% | 12 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 17,808 | 839 | 0.02% | 0.01% | 13 | +8,817 | 98.06% | Q4 2025 | Jan 23, 2026 |
| STEEL PARTNERS HOLDINGS L.P. | History | New | 16,627 | 783 | 0.63% | — | 14 | +16,627 | New | Q4 2025 | Feb 13, 2026 |
| Sage Investment Advisers LLC | History | New | 14,434 | 680 | 0.51% | — | 16 | +14,434 | New | Q4 2025 | Feb 10, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 14,441 | 680 | 0.05% | 0.04% | 15 | +932 | 6.9% | Q4 2025 | Feb 04, 2026 |
| STATE STREET CORP | History | No change | 12,643 | 595 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | New | 12,036 | 567 | 0.0% | — | 18 | +12,036 | New | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,089 | 523 | 0.0% | 0.0% | 19 | +2,190 | 24.61% | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 10,592 | 499 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BlackRock, Inc. | History | Reduced | 9,745 | 459 | 0.0% | 0.0% | 21 | -405 | -3.99% | Q4 2025 | Feb 12, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 8,039 | 377 | 0.18% | 0.14% | 22 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7,937 | 374 | 0.0% | 0.0% | 23 | -471 | -5.6% | Q4 2025 | Feb 17, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 6,900 | 325 | 0.01% | 0.01% | 24 | -1,200 | -14.81% | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 6,866 | 323 | 0.0% | 0.0% | 25 | +404 | 6.25% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Added to | 6,538 | 308 | 0.0% | 0.0% | 26 | +824 | 14.42% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 5,871 | 276 | 0.01% | 0.01% | 27 | +660 | 12.67% | Q4 2025 | Feb 17, 2026 |
| Heron Bay Capital Management | History | Reduced | 5,776 | 272 | 0.05% | 0.04% | 28 | -66 | -1.13% | Q4 2025 | Feb 13, 2026 |
| GC Wealth Management RIA, LLC | History | New | 5,670 | 267 | 0.01% | — | 29 | +5,670 | New | Q4 2025 | Jan 30, 2026 |
| MORGAN STANLEY | History | Added to | 5,206 | 245 | 0.0% | 0.0% | 30 | +2,023 | 63.56% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 4,608 | 217 | 0.0% | — | 31 | +4,608 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | New | 4,567 | 215 | 0.0% | — | 32 | +4,567 | New | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | New | 4,370 | 205 | 0.0% | — | 33 | +4,370 | New | Q4 2025 | Feb 13, 2026 |
| ADIRONDACK TRUST CO | History | No change | 1,333 | 62 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,279 | 60 | 0.0% | 0.0% | 35 | +759 | 145.96% | Q4 2025 | Feb 17, 2026 |
| Copeland Capital Management, LLC | History | No change | 1,293 | 60 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Reduced | 504 | 23 | 0.0% | 0.0% | 37 | -153 | -23.29% | Q4 2025 | Jan 29, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 494 | 23 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 400 | 18 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 400 | 18 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Added to | 325 | 15 | 0.0% | 0.0% | 41 | +109 | 50.46% | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | No change | 283 | 13 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 200 | 9 | 0.0% | 0.0% | 43 | -37 | -15.61% | Q4 2025 | Jan 23, 2026 |
| Archer Investment Corp | History | No change | 135 | 6 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FMR LLC | History | Added to | 94 | 4 | 0.0% | 0.0% | 45 | +40 | 74.07% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | New | 58 | 2 | 0.0% | — | 47 | +58 | New | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 40 | 2 | 0.0% | — | 46 | +40 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 40 | 1 | 0.0% | — | 48 | +40 | New | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 40 | 1 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,726 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -6,260 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,085 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -5,102 | -100.0% | Q3 2025 | Nov 26, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -1,681 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -353 | -100.0% | Q3 2025 | Mar 31, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q3 2025 | Nov 12, 2025 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SJS Investment Consulting Inc. | History | Reduced | 11 | 0 | — | 0.0% | — | -14 | -56.0% | Q4 2025 | Jan 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SBI Securities Co., Ltd. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |