Who owns Espey Mfg. & Electronics Corp. (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-Q1 13F filings (latest filed 2026-05-15). 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
The tracked-fund tape on ESP is one-sided between 2025-Q4 and 2026-Q1: 18 added or opened and 2 trimmed or exited — on balance accumulating.
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, RENAISSANCE TECHNOLOGIES LLC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 61 tracked filers holding ESP, 35 increased or opened the position and 25 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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 8
- VANGUARD CAPITAL MANAGEMENT LLC$5M
- MILLENNIUM MANAGEMENT LLC$2M
- SEI INVESTMENTS CO$1M
- Informed Momentum Co LLC$1M
- CITADEL ADVISORS LLC$1M
- Sidoxia Capital Management, LLC$1M
Full exits 1
- VANGUARD GROUP INC$4M
Largest adds
- AMERICAN CENTURY COMPANIES INC$1M
- RENAISSANCE TECHNOLOGIES LLC$851K
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$513K
- DIMENSIONAL FUND ADVISORS LP$513K
- RITHOLTZ WEALTH MANAGEMENT$495K
- TWO SIGMA INVESTMENTS, LP$493K
Largest trims
- MARSHALL WACE, LLP$649K
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 |
|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC trimmed | 103,212 | $6M | 9.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 93,523 | $5M | 8.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 85,006 | $5M | 8.0% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 61,879 | $3M | 5.8% | 2026-Q1 |
| De Lisle Partners LLP | 56,247 | $3M | 5.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 53,086 | $3M | 5.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 30,878 | $2M | 2.9% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC new | 27,532 | $2M | 2.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 26,073 | $1M | 2.5% | 2026-Q1 |
| SEI INVESTMENTS CO new | 24,968 | $1M | 2.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 24,454 | $1M | 2.3% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 24,085 | $1M | 2.3% | 2026-Q1 |
| Informed Momentum Co LLC added | 20,510 | $1M | 1.9% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 20,280 | $1M | 1.9% | 2026-Q1 |
| Sidoxia Capital Management, LLC new | 18,633 | $1M | 1.8% | 2026-Q1 |
| STEEL PARTNERS HOLDINGS L.P. | 16,627 | $921K | 1.6% | 2026-Q1 |
| SummerHaven Investment Management, LLC trimmed | 16,017 | $888K | 1.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 15,501 | $859K | 1.5% | 2026-Q1 |
| NAPLES GLOBAL ADVISORS, LLC added | 14,877 | $825K | 1.4% | 2026-Q1 |
| Sage Investment Advisers LLC added | 14,440 | $823K | 1.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 13,085 | $725K | 1.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 11,925 | $661K | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 11,071 | $614K | 1.0% | 2026-Q1 |
| STATE STREET CORP trimmed | 10,893 | $604K | 1.0% | 2026-Q1 |
| Man Group plc added | 10,821 | $600K | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 10,724 | $594K | 1.0% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC | 10,592 | $587K | 1.0% | 2026-Q1 |
| BlackRock, Inc. added | 10,184 | $564K | 1.0% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 9,416 | $522K | 0.9% | 2026-Q1 |
| MORGAN STANLEY added | 9,119 | $505K | 0.9% | 2026-Q1 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC added | 8,093 | $449K | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 8,061 | $447K | 0.8% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 6,963 | $386K | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 6,587 | $365K | 0.6% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 5,969 | $331K | 0.6% | 2026-Q1 |
| HRT FINANCIAL LP new | 5,417 | $300K | 0.5% | 2026-Q1 |
| XTX Topco Ltd trimmed | 5,087 | $282K | 0.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 5,078 | $281K | 0.5% | 2026-Q1 |
| GC Wealth Management RIA, LLC trimmed | 4,961 | $275K | 0.5% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 4,608 | $255K | 0.4% | 2026-Q1 |
| Tidal Investments LLC trimmed | 4,226 | $234K | 0.4% | 2026-Q1 |
| Hudson Bay Capital Management LP new | 3,778 | $209K | 0.4% | 2026-Q1 |
| UBS Group AG added | 2,396 | $133K | 0.2% | 2026-Q1 |
| Copeland Capital Management, LLC added | 1,387 | $77K | 0.1% | 2026-Q1 |
| ADIRONDACK TRUST CO | 1,333 | $74K | 0.1% | 2026-Q1 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. new | 925 | $51K | 0.1% | 2026-Q1 |
| CITIGROUP INC new | 670 | $37K | 0.1% | 2026-Q1 |
| BARCLAYS PLC added | 652 | $36K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 625 | $35K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. new | 525 | $29K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 400 | $22K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ | 283 | $16K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 180 | $10K | 0.0% | 2026-Q1 |
| Archer Investment Corp | 135 | $7K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 113 | $6K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 73 | $4K | 0.0% | 2026-Q1 |
| FMR LLC trimmed | 69 | $4K | 0.0% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec | 40 | $2K | 0.0% | 2026-Q1 |
| Ascentis Independent Advisors new | 20 | $1K | 0.0% | 2026-Q1 |
| SJS Investment Consulting Inc. trimmed | 10 | $560 | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 8 | $443 | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 92,176 | $4M | 7.4% | 2025-Q4 stale |
| LPL Financial LLC trimmed | 13,726 | $544K | 0.9% | 2025-Q3 stale |
| Hillsdale Investment Management Inc. trimmed | 6,900 | $325K | 0.6% | 2025-Q4 stale |
| Heron Bay Capital Management trimmed | 5,776 | $272K | 0.5% | 2025-Q4 stale |
| Secure Asset Management, LLC added | 9,195 | $249K | 0.4% | 2025-Q1 stale |
| GSA CAPITAL PARTNERS LLP added | 6,260 | $248K | 0.4% | 2025-Q3 stale |
| Perritt Capital Management Inc trimmed | 5,000 | $229K | 0.4% | 2025-Q2 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 4,624 | $219K | 0.4% | 2025-Q2 stale |
| First Financial Bankshares Inc new | 4,604 | $210K | 0.4% | 2025-Q2 stale |
| LSV ASSET MANAGEMENT trimmed | 3,500 | $160K | 0.3% | 2025-Q2 stale |
| BNP PARIBAS FINANCIAL MARKETS new | 1,681 | $67K | 0.1% | 2025-Q3 stale |
| BANK OF AMERICA CORP /DE/ added | 1,279 | $60K | 0.1% | 2025-Q4 stale |
| FLAGSHIP WEALTH ADVISORS, LLC | 494 | $23K | 0.0% | 2025-Q4 stale |
| BROADWATER CAPITAL MANAGEMENT LLC | 400 | $19K | 0.0% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 325 | $15K | 0.0% | 2025-Q4 stale |
| GPS Wealth Strategies Group, LLC | 212 | $10K | 0.0% | 2025-Q2 stale |
| Allworth Financial LP | 100 | $4K | 0.0% | 2025-Q3 stale |
| Global Retirement Partners, LLC new | 58 | $3K | 0.0% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. added | 63 | $2K | 0.0% | 2025-Q3 stale |
| SageView Advisory Group, LLC new | 40 | $2K | 0.0% | 2025-Q4 stale |
| EverSource Wealth Advisors, LLC | 30 | $1K | 0.0% | 2025-Q3 stale |
| Tower Research Capital LLC (TRC) trimmed | 9 | $356 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.