Who owns Espey Mfg. & Electronics (ESP)
Which tracked institutional funds hold ESP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ESP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
16 tracked funds added or opened ESP while 7 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ESP’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ESP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ESP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 77 tracked filers holding ESP, 49 increased or opened the position and 23 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ESP between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- VANGUARD PORTFOLIO MANAGEMENT LLC$1M
Full exits 5
- MILLENNIUM MANAGEMENT LLC$2M
- CITADEL ADVISORS LLC$1M
- Cambridge Investment Research Advisors, Inc.$614K
- GOLDMAN SACHS GROUP INC$594K
- MARSHALL WACE, LLP$522K
Largest adds
- BlackRock, Inc.$7M
- GEODE CAPITAL MANAGEMENT, LLC$2M
- AMERICAN CENTURY COMPANIES INC$2M
- VANGUARD CAPITAL MANAGEMENT LLC$2M
- STATE STREET CORP$1M
- DIMENSIONAL FUND ADVISORS LP$945K
Largest trims
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$866K
- SEI INVESTMENTS CO$451K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 115,929 | $8M | 9.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 98,005 | $7M | 7.9% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 92,712 | $6M | 7.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 90,994 | $6M | 7.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 71,928 | $5M | 5.8% | 2026-Q2 |
| De Lisle Partners LLP | 56,247 | $4M | 4.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 55,582 | $4M | 4.5% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 38,064 | $3M | 3.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 34,370 | $2M | 2.8% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 26,386 | $2M | 2.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 25,151 | $2M | 2.0% | 2026-Q2 |
| STATE STREET CORP added | 25,093 | $2M | 2.0% | 2026-Q2 |
| Bank of New York Mellon Corp added | 20,031 | $1M | 1.6% | 2026-Q2 |
| Informed Momentum Co LLC trimmed | 19,700 | $1M | 1.6% | 2026-Q2 |
| Sidoxia Capital Management, LLC added | 18,817 | $1M | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 17,466 | $1M | 1.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 17,369 | $1M | 1.4% | 2026-Q2 |
| STEEL PARTNERS HOLDINGS L.P. | 16,627 | $1M | 1.3% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 16,221 | $1M | 1.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 16,170 | $1M | 1.3% | 2026-Q2 |
| SummerHaven Investment Management, LLC | 16,017 | $1M | 1.3% | 2026-Q2 |
| NAPLES GLOBAL ADVISORS, LLC added | 15,274 | $1M | 1.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 13,853 | $933K | 1.1% | 2026-Q2 |
| MORGAN STANLEY added | 12,491 | $841K | 1.0% | 2026-Q2 |
| Man Group plc added | 12,349 | $832K | 1.0% | 2026-Q2 |
| Sage Investment Advisers LLC trimmed | 12,244 | $825K | 1.0% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 9,592 | $646K | 0.8% | 2026-Q2 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC added | 8,387 | $568K | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 7,383 | $497K | 0.6% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 6,999 | $471K | 0.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC new | 5,628 | $379K | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 5,618 | $378K | 0.5% | 2026-Q2 |
| XTX Topco Ltd added | 5,490 | $370K | 0.4% | 2026-Q2 |
| Nuveen, LLC new | 5,274 | $355K | 0.4% | 2026-Q2 |
| GC Wealth Management RIA, LLC | 4,961 | $334K | 0.4% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC new | 4,656 | $314K | 0.4% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 4,608 | $310K | 0.4% | 2026-Q2 |
| BankChampaign, National Association new | 4,173 | $281K | 0.3% | 2026-Q2 |
| Tidal Investments LLC trimmed | 4,154 | $280K | 0.3% | 2026-Q2 |
| UBS Group AG added | 4,007 | $270K | 0.3% | 2026-Q2 |
| Vident Advisory, LLC new | 3,191 | $215K | 0.3% | 2026-Q2 |
| Edgemoor Investment Advisors, Inc. new | 3,104 | $209K | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ new | 2,322 | $156K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS new | 1,660 | $112K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND new | 1,600 | $108K | 0.1% | 2026-Q2 |
| ADIRONDACK TRUST CO | 1,333 | $90K | 0.1% | 2026-Q2 |
| Copeland Capital Management, LLC trimmed | 1,331 | $90K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 1,095 | $74K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. new | 1,069 | $72K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 963 | $64K | 0.1% | 2026-Q2 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 925 | $62K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey new | 703 | $47K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 625 | $42K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 563 | $38K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 536 | $36K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 527 | $36K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 520 | $35K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 519 | $35K | 0.0% | 2026-Q2 |
| FLAGSHIP WEALTH ADVISORS, LLC | 494 | $33K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 483 | $32K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 400 | $27K | 0.0% | 2026-Q2 |
| BROADWATER CAPITAL MANAGEMENT LLC | 400 | $27K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 283 | $19K | 0.0% | 2026-Q2 |
| Lavaca Capital LLC new | 267 | $18K | 0.0% | 2026-Q2 |
| Regatta Research & Money Management new | 265 | $18K | 0.0% | 2026-Q2 |
| Legal & General Group Plc new | 226 | $15K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. new | 211 | $14K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. new | 185 | $12K | 0.0% | 2026-Q2 |
| Archer Investment Corp | 135 | $9K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 129 | $9K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 109 | $7K | 0.0% | 2026-Q2 |
| FMR LLC added | 98 | $7K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 40 | $3K | 0.0% | 2026-Q2 |
| TOTH FINANCIAL ADVISORY CORP new | 15 | $1K | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. | 10 | $684 | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC new | 8 | $539 | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 6 | $404 | 0.0% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC new | 27,532 | $2M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 20,280 | $1M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 11,071 | $614K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC new | 10,724 | $594K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| MARSHALL WACE, LLP trimmed | 9,416 | $522K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC new | 8,061 | $447K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 5,417 | $300K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Hudson Bay Capital Management LP new | 3,778 | $209K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Farther Finance Advisors, LLC trimmed | 180 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC trimmed | 92,176 | $4M | 5.2% | 2025-Q4 stale (2 quarters behind) |
| Hillsdale Investment Management Inc. trimmed | 6,900 | $325K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Heron Bay Capital Management trimmed | 5,776 | $272K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ added | 1,279 | $60K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| NewEdge Advisors, LLC added | 325 | $15K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| LPL Financial LLC trimmed | 13,726 | $544K | 0.7% | 2025-Q3 stale (3 quarters behind) |
| GSA CAPITAL PARTNERS LLP added | 6,260 | $248K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Allworth Financial LP | 100 | $4K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. added | 63 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Perritt Capital Management Inc trimmed | 5,000 | $229K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 4,624 | $219K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| First Financial Bankshares Inc new | 4,604 | $210K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| LSV ASSET MANAGEMENT trimmed | 3,500 | $160K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| GPS Wealth Strategies Group, LLC | 212 | $10K | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.