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Institutional Ownership · SEC Form 13F

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.

77
Institutional holders
1M
Shares held (tracked funds)
35.3%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added115,929$8M9.3%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added98,005$7M7.9%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed92,712$6M7.5%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed90,994$6M7.3%2026-Q2
AMERICAN CENTURY COMPANIES INC added71,928$5M5.8%2026-Q2
De Lisle Partners LLP56,247$4M4.5%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added55,582$4M4.5%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed38,064$3M3.1%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added34,370$2M2.8%2026-Q2
RITHOLTZ WEALTH MANAGEMENT added26,386$2M2.1%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed25,151$2M2.0%2026-Q2
STATE STREET CORP added25,093$2M2.0%2026-Q2
Bank of New York Mellon Corp added20,031$1M1.6%2026-Q2
Informed Momentum Co LLC trimmed19,700$1M1.6%2026-Q2
Sidoxia Capital Management, LLC added18,817$1M1.5%2026-Q2
NORTHERN TRUST CORP added17,466$1M1.4%2026-Q2
WELLS FARGO & COMPANY/MN added17,369$1M1.4%2026-Q2
STEEL PARTNERS HOLDINGS L.P.16,627$1M1.3%2026-Q2
VANGUARD FIDUCIARY TRUST CO added16,221$1M1.3%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC new16,170$1M1.3%2026-Q2
SummerHaven Investment Management, LLC16,017$1M1.3%2026-Q2
NAPLES GLOBAL ADVISORS, LLC added15,274$1M1.2%2026-Q2
SEI INVESTMENTS CO trimmed13,853$933K1.1%2026-Q2
MORGAN STANLEY added12,491$841K1.0%2026-Q2
Man Group plc added12,349$832K1.0%2026-Q2
Sage Investment Advisers LLC trimmed12,244$825K1.0%2026-Q2
FLAGSHIP HARBOR ADVISORS, LLC trimmed9,592$646K0.8%2026-Q2
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC added8,387$568K0.7%2026-Q2
FIRST TRUST ADVISORS LP added7,383$497K0.6%2026-Q2
LAZARD ASSET MANAGEMENT LLC added6,999$471K0.6%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC new5,628$379K0.5%2026-Q2
OSAIC HOLDINGS, INC. trimmed5,618$378K0.5%2026-Q2
XTX Topco Ltd added5,490$370K0.4%2026-Q2
Nuveen, LLC new5,274$355K0.4%2026-Q2
GC Wealth Management RIA, LLC4,961$334K0.4%2026-Q2
PANAGORA ASSET MANAGEMENT INC new4,656$314K0.4%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC4,608$310K0.4%2026-Q2
BankChampaign, National Association new4,173$281K0.3%2026-Q2
Tidal Investments LLC trimmed4,154$280K0.3%2026-Q2
UBS Group AG added4,007$270K0.3%2026-Q2
Vident Advisory, LLC new3,191$215K0.3%2026-Q2
Edgemoor Investment Advisors, Inc. new3,104$209K0.3%2026-Q2
DEUTSCHE BANK AG\ new2,322$156K0.2%2026-Q2
RHUMBLINE ADVISERS new1,660$112K0.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND new1,600$108K0.1%2026-Q2
ADIRONDACK TRUST CO1,333$90K0.1%2026-Q2
Copeland Capital Management, LLC trimmed1,331$90K0.1%2026-Q2
CITIGROUP INC added1,095$74K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. new1,069$72K0.1%2026-Q2
JPMORGAN CHASE & CO added963$64K0.1%2026-Q2
BEACON INVESTMENT ADVISORY SERVICES, INC.925$62K0.1%2026-Q2
Police & Firemen's Retirement System of New Jersey new703$47K0.1%2026-Q2
Vanguard Global Advisers, LLC625$42K0.1%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed563$38K0.0%2026-Q2
BARCLAYS PLC trimmed536$36K0.0%2026-Q2
Rockefeller Capital Management L.P. added527$36K0.0%2026-Q2
Arax Advisory Partners new520$35K0.0%2026-Q2
ROYAL BANK OF CANADA added519$35K0.0%2026-Q2
FLAGSHIP WEALTH ADVISORS, LLC494$33K0.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP new483$32K0.0%2026-Q2
PNC Financial Services Group, Inc.400$27K0.0%2026-Q2
BROADWATER CAPITAL MANAGEMENT LLC400$27K0.0%2026-Q2
US BANCORP \DE\283$19K0.0%2026-Q2
Lavaca Capital LLC new267$18K0.0%2026-Q2
Regatta Research & Money Management new265$18K0.0%2026-Q2
Legal & General Group Plc new226$15K0.0%2026-Q2
Ameritas Investment Partners, Inc. new211$14K0.0%2026-Q2
Russell Investments Group, Ltd. new185$12K0.0%2026-Q2
Archer Investment Corp135$9K0.0%2026-Q2
Tower Research Capital LLC (TRC) added129$9K0.0%2026-Q2
Global Retirement Partners, LLC added109$7K0.0%2026-Q2
FMR LLC added98$7K0.0%2026-Q2
Federation des caisses Desjardins du Quebec40$3K0.0%2026-Q2
TOTH FINANCIAL ADVISORY CORP new15$1K0.0%2026-Q2
SJS Investment Consulting Inc.10$6840.0%2026-Q2
Sterling Capital Management LLC new8$5390.0%2026-Q2
SBI Securities Co., Ltd. trimmed6$4040.0%2026-Q2
MILLENNIUM MANAGEMENT LLC new27,532$2M1.8%2026-Q1 stale (1 quarter behind)
CITADEL ADVISORS LLC added20,280$1M1.3%2026-Q1 stale (1 quarter behind)
Cambridge Investment Research Advisors, Inc. trimmed11,071$614K0.7%2026-Q1 stale (1 quarter behind)
GOLDMAN SACHS GROUP INC new10,724$594K0.7%2026-Q1 stale (1 quarter behind)
MARSHALL WACE, LLP trimmed9,416$522K0.6%2026-Q1 stale (1 quarter behind)
JANE STREET GROUP, LLC new8,061$447K0.5%2026-Q1 stale (1 quarter behind)
HRT FINANCIAL LP new5,417$300K0.4%2026-Q1 stale (1 quarter behind)
Hudson Bay Capital Management LP new3,778$209K0.3%2026-Q1 stale (1 quarter behind)
Farther Finance Advisors, LLC trimmed180$10K0.0%2026-Q1 stale (1 quarter behind)
VANGUARD GROUP INC trimmed92,176$4M5.2%2025-Q4 stale (2 quarters behind)
Hillsdale Investment Management Inc. trimmed6,900$325K0.4%2025-Q4 stale (2 quarters behind)
Heron Bay Capital Management trimmed5,776$272K0.3%2025-Q4 stale (2 quarters behind)
BANK OF AMERICA CORP /DE/ added1,279$60K0.1%2025-Q4 stale (2 quarters behind)
NewEdge Advisors, LLC added325$15K0.0%2025-Q4 stale (2 quarters behind)
LPL Financial LLC trimmed13,726$544K0.7%2025-Q3 stale (3 quarters behind)
GSA CAPITAL PARTNERS LLP added6,260$248K0.3%2025-Q3 stale (3 quarters behind)
Allworth Financial LP100$4K0.0%2025-Q3 stale (3 quarters behind)
PRINCIPAL SECURITIES, INC. added63$2K0.0%2025-Q3 stale (3 quarters behind)
Perritt Capital Management Inc trimmed5,000$229K0.3%2025-Q2 stale (4 quarters behind)
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new4,624$219K0.3%2025-Q2 stale (4 quarters behind)
First Financial Bankshares Inc new4,604$210K0.3%2025-Q2 stale (4 quarters behind)
LSV ASSET MANAGEMENT trimmed3,500$160K0.2%2025-Q2 stale (4 quarters behind)
GPS Wealth Strategies Group, LLC212$10K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership