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Institutional Ownership · SEC Form 13F

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.

61
Institutional holders
934K
Shares held (tracked funds)
32.3%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
RENAISSANCE TECHNOLOGIES LLC trimmed103,212$6M9.7%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed93,523$5M8.8%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new85,006$5M8.0%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP61,879$3M5.8%2026-Q1
De Lisle Partners LLP56,247$3M5.3%2026-Q1
AMERICAN CENTURY COMPANIES INC added53,086$3M5.0%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added30,878$2M2.9%2026-Q1
MILLENNIUM MANAGEMENT LLC new27,532$2M2.6%2026-Q1
TWO SIGMA INVESTMENTS, LP added26,073$1M2.5%2026-Q1
SEI INVESTMENTS CO new24,968$1M2.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed24,454$1M2.3%2026-Q1
RITHOLTZ WEALTH MANAGEMENT added24,085$1M2.3%2026-Q1
Informed Momentum Co LLC added20,510$1M1.9%2026-Q1
CITADEL ADVISORS LLC added20,280$1M1.9%2026-Q1
Sidoxia Capital Management, LLC new18,633$1M1.8%2026-Q1
STEEL PARTNERS HOLDINGS L.P.16,627$921K1.6%2026-Q1
SummerHaven Investment Management, LLC trimmed16,017$888K1.5%2026-Q1
WELLS FARGO & COMPANY/MN trimmed15,501$859K1.5%2026-Q1
NAPLES GLOBAL ADVISORS, LLC added14,877$825K1.4%2026-Q1
Sage Investment Advisers LLC added14,440$823K1.4%2026-Q1
VANGUARD FIDUCIARY TRUST CO new13,085$725K1.2%2026-Q1
Bank of New York Mellon Corp trimmed11,925$661K1.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed11,071$614K1.0%2026-Q1
STATE STREET CORP trimmed10,893$604K1.0%2026-Q1
Man Group plc added10,821$600K1.0%2026-Q1
GOLDMAN SACHS GROUP INC new10,724$594K1.0%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC10,592$587K1.0%2026-Q1
BlackRock, Inc. added10,184$564K1.0%2026-Q1
MARSHALL WACE, LLP trimmed9,416$522K0.9%2026-Q1
MORGAN STANLEY added9,119$505K0.9%2026-Q1
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC added8,093$449K0.8%2026-Q1
JANE STREET GROUP, LLC new8,061$447K0.8%2026-Q1
FIRST TRUST ADVISORS LP added6,963$386K0.7%2026-Q1
OSAIC HOLDINGS, INC. trimmed6,587$365K0.6%2026-Q1
LAZARD ASSET MANAGEMENT LLC added5,969$331K0.6%2026-Q1
HRT FINANCIAL LP new5,417$300K0.5%2026-Q1
XTX Topco Ltd trimmed5,087$282K0.5%2026-Q1
NORTHERN TRUST CORP added5,078$281K0.5%2026-Q1
GC Wealth Management RIA, LLC trimmed4,961$275K0.5%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC4,608$255K0.4%2026-Q1
Tidal Investments LLC trimmed4,226$234K0.4%2026-Q1
Hudson Bay Capital Management LP new3,778$209K0.4%2026-Q1
UBS Group AG added2,396$133K0.2%2026-Q1
Copeland Capital Management, LLC added1,387$77K0.1%2026-Q1
ADIRONDACK TRUST CO1,333$74K0.1%2026-Q1
BEACON INVESTMENT ADVISORY SERVICES, INC. new925$51K0.1%2026-Q1
CITIGROUP INC new670$37K0.1%2026-Q1
BARCLAYS PLC added652$36K0.1%2026-Q1
Vanguard Global Advisers, LLC new625$35K0.1%2026-Q1
Rockefeller Capital Management L.P. new525$29K0.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.400$22K0.0%2026-Q1
US BANCORP \DE\283$16K0.0%2026-Q1
Farther Finance Advisors, LLC trimmed180$10K0.0%2026-Q1
Archer Investment Corp135$7K0.0%2026-Q1
JPMORGAN CHASE & CO trimmed113$6K0.0%2026-Q1
ROYAL BANK OF CANADA added73$4K0.0%2026-Q1
FMR LLC trimmed69$4K0.0%2026-Q1
Federation des caisses Desjardins du Quebec40$2K0.0%2026-Q1
Ascentis Independent Advisors new20$1K0.0%2026-Q1
SJS Investment Consulting Inc. trimmed10$5600.0%2026-Q1
SBI Securities Co., Ltd. added8$4430.0%2026-Q1
VANGUARD GROUP INC trimmed92,176$4M7.4%2025-Q4 stale
LPL Financial LLC trimmed13,726$544K0.9%2025-Q3 stale
Hillsdale Investment Management Inc. trimmed6,900$325K0.6%2025-Q4 stale
Heron Bay Capital Management trimmed5,776$272K0.5%2025-Q4 stale
Secure Asset Management, LLC added9,195$249K0.4%2025-Q1 stale
GSA CAPITAL PARTNERS LLP added6,260$248K0.4%2025-Q3 stale
Perritt Capital Management Inc trimmed5,000$229K0.4%2025-Q2 stale
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed4,624$219K0.4%2025-Q2 stale
First Financial Bankshares Inc new4,604$210K0.4%2025-Q2 stale
LSV ASSET MANAGEMENT trimmed3,500$160K0.3%2025-Q2 stale
BNP PARIBAS FINANCIAL MARKETS new1,681$67K0.1%2025-Q3 stale
BANK OF AMERICA CORP /DE/ added1,279$60K0.1%2025-Q4 stale
FLAGSHIP WEALTH ADVISORS, LLC494$23K0.0%2025-Q4 stale
BROADWATER CAPITAL MANAGEMENT LLC400$19K0.0%2025-Q4 stale
NewEdge Advisors, LLC added325$15K0.0%2025-Q4 stale
GPS Wealth Strategies Group, LLC212$10K0.0%2025-Q2 stale
Allworth Financial LP100$4K0.0%2025-Q3 stale
Global Retirement Partners, LLC new58$3K0.0%2025-Q4 stale
PRINCIPAL SECURITIES, INC. added63$2K0.0%2025-Q3 stale
SageView Advisory Group, LLC new40$2K0.0%2025-Q4 stale
EverSource Wealth Advisors, LLC30$1K0.0%2025-Q3 stale
Tower Research Capital LLC (TRC) trimmed9$3560.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

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