ESPEY MFG & ELECTRONICS CORP - Common Stock (ESP) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
ESP on NYSE
Shares outstanding
2,985,250
Price per share
$51.93
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
782,442
Total reported value
$36,889,632
% of total 13F portfolios
0%
Share change
+26,152
Value change
+$1,472,318
Number of holders
51
Price from insider filings
$51.93
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of ESPEY MFG & ELECTRONICS CORP - Common Stock (ESP) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust 18% -14% $25,325,070 -$2,817,526 537,345 -10% Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust 31 Dec 2025
Kesselman Stanley 2.1% $1,833,364 58,856 Stanley Kesselman 31 Dec 2024

As of 31 Dec 2025, 51 institutional investors reported holding 782,442 shares of ESPEY MFG & ELECTRONICS CORP - Common Stock (ESP). This represents 26% of the company’s total 2,985,250 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of ESPEY MFG & ELECTRONICS CORP - Common Stock (ESP) together control 25% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
RENAISSANCE TECHNOLOGIES LLC 3.5% 103,312 +3.2% 0.01% $4,869,095
DIMENSIONAL FUND ADVISORS LP 3.3% 99,093 -2.1% 0% $4,670,197
VANGUARD GROUP INC 3.1% 92,176 -1.5% 0% $4,344,255
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2.1% 61,879 0% 0% $2,916,357
De Lisle Partners LLP 1.9% 56,247 +9.4% 0.34% $2,664,139
AMERICAN CENTURY COMPANIES INC 1.2% 36,449 +24% 0% $1,717,841
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.9% 26,923 +74% 0.01% $1,268,881
MARSHALL WACE, LLP 0.83% 24,834 -18% 0% $1,170,426
GEODE CAPITAL MANAGEMENT, LLC 0.83% 24,692 +3.1% 0% $1,164,540
TWO SIGMA INVESTMENTS, LP 0.68% 20,189 -24% 0% $951,508
WELLS FARGO & COMPANY/MN 0.67% 20,001 -0.25% 0% $942,641
SummerHaven Investment Management, LLC 0.6% 17,949 0% 0.48% $845,936
RITHOLTZ WEALTH MANAGEMENT 0.6% 17,808 +98% 0.02% $839,289
STEEL PARTNERS HOLDINGS L.P. 0.56% 16,627 0% 0.63% $783,631
NAPLES GLOBAL ADVISORS, LLC 0.48% 14,441 +6.9% 0.05% $680,609
Sage Investment Advisers LLC 0.48% 14,434 0% 0.51% $680,285
STATE STREET CORP 0.42% 12,643 0% 0% $595,865
Bank of New York Mellon Corp 0.4% 12,036 0% $567,255
Cambridge Investment Research Advisors, Inc. 0.37% 11,089 +25% 0% $523,000
FLAGSHIP HARBOR ADVISORS, LLC 0.35% 10,592 0% 0.02% $499,201
BlackRock, Inc. 0.33% 9,745 -4% 0% $459,282
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 0.27% 8,039 0% 0.18% $377,552
OSAIC HOLDINGS, INC. 0.27% 7,937 -5.6% 0% $374,069
Hillsdale Investment Management Inc. 0.23% 6,900 -15% 0.01% $325,197
FIRST TRUST ADVISORS LP 0.23% 6,866 +6.3% 0% $323,594

Institutional Holders of ESPEY MFG & ELECTRONICS CORP - Common Stock (ESP) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 782,442 $36,889,632 +$1,472,318 $47.13 51
2025 Q3 726,910 $28,776,647 +$1,702,868 $39.61 52
2025 Q2 672,492 $30,736,960 +$5,011,843 $45.71 48
2025 Q1 568,072 $15,406,377 -$1,231,975 $27.13 34
2024 Q4 606,910 $18,292,593 +$4,446,863 $30.15 35
2024 Q3 478,831 $14,408,253 +$1,400,790 $30.09 30
2024 Q2 432,283 $9,189,964 +$317,239 $21.25 26
2024 Q1 409,738 $10,341,369 +$1,125,144 $25.25 28
2023 Q4 318,689 $5,960,295 +$245,939 $18.70 22
2023 Q3 311,403 $5,029,492 +$119,068 $16.15 21
2023 Q2 303,875 $5,086,143 +$329,382 $16.74 22
2023 Q1 281,968 $5,709,755 -$168,003 $20.25 19
2022 Q4 295,158 $4,192,395 -$6,703 $14.20 20
2022 Q3 295,569 $4,073,862 -$6,371 $13.78 18
2022 Q2 296,870 $4,225,922 -$705,976 $14.23 18
2022 Q1 347,556 $4,830,877 -$60,844 $13.90 17
2021 Q4 351,929 $5,001,918 -$210,462 $14.21 18
2021 Q3 345,852 $5,033,964 -$175,568 $14.55 18
2021 Q2 357,753 $5,303,001 -$282,249 $14.82 19
2021 Q1 376,373 $5,720,052 -$55,256 $15.20 20
2020 Q4 378,861 $7,166,554 -$10,160 $18.92 20
2020 Q3 377,891 $7,179,565 -$255,718 $19.00 19
2020 Q2 391,565 $6,789,338 -$522,325 $17.32 20
2020 Q1 420,893 $7,632,000 -$55,336 $18.13 19
2019 Q4 423,870 $9,149,000 -$468,432 $21.59 17
2019 Q3 404,920 $9,606,000 -$110,363 $23.72 20
2019 Q2 409,550 $10,134,000 -$38,070 $24.73 19
2019 Q1 411,085 $10,174,000 -$2,505 $24.74 19
2018 Q4 411,191 $10,244,000 -$21,007 $24.90 18
2018 Q3 410,322 $12,262,000 +$273,032 $29.88 21
2018 Q2 401,186 $10,762,000 -$49,844 $26.82 18
2018 Q1 403,048 $10,557,746 +$7,182 $26.20 18
2017 Q4 402,774 $9,648,196 -$2,858,545 $23.96 17
2017 Q3 530,348 $11,934,000 -$759,492 $22.50 21
2017 Q2 564,175 $12,648,000 +$40,984 $22.42 20
2017 Q1 562,361 $12,946,000 -$747,186 $23.00 19
2016 Q4 595,599 $15,410,000 +$174,500 $26.06 20
2016 Q3 588,832 $15,015,000 -$77,107 $25.28 21
2016 Q2 591,824 $15,392,000 -$305,401 $26.00 22
2016 Q1 603,584 $14,845,000 -$1,310,722 $24.58 22
2015 Q4 654,984 $16,959,000 -$338,213 $25.77 23
2015 Q3 667,352 $16,306,000 -$323,056 $24.34 22
2015 Q2 680,477 $17,693,000 -$683,285 $26.00 22
2015 Q1 704,735 $20,450,000 +$521,226 $29.62 24
2014 Q4 687,082 $16,387,824 -$90,024 $23.81 22
2014 Q3 695,294 $13,995,000 -$168,551 $20.12 26
2014 Q2 699,698 $17,578,000 +$388,745 $25.12 20
2014 Q1 684,849 $18,661,000 +$2,742,386 $27.25 21