Espey Mfg & Electronics Corp (ESP) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

2,845,860Shares Outstanding

782,242Shares held by institutions

$55,108,949Value of institutional holdings

27.49%Institutional ownership %

13.53%Shares Changed QoQ

51No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Espey Mfg & Electronics Corp (NYSE:ESP) has 51 institutional investors that have filed 13F reports for the period ending December 2025.

They owned 27.5% of outstanding stock in December 2025, up from 25.6% the prior quarter.
Their total shares held in ESP increased 13.53% quarter over quarter, and separately, investors owning Espey Mfg & Electronics increased 50.0% from a year ago.
Of these 51 funds, 24 grew their exposure to Espey Mfg & Electronics, 14 cut back, and 13 maintained positions.
Altogether, these fund groups held 782.24K shares in ESP by December 2025, up by 93.23K shares quarter on quarter, and up 163.7K shares year over year.
As of December 31, 2025, the biggest holder of Espey Mfg & Electronics is RITHOLTZ WEALTH MANAGEMENT at 24.08K shares, representing 0.85% of shares outstanding.
Top purchasers of ESP stock for the quarter ending December 2025 included RITHOLTZ WEALTH MANAGEMENT (6.28K), BEACON INVESTMENT ADVISORY SERVICES, INC. (925), NAPLES GLOBAL ADVISORS, LLC (436), Sage Investment Advisers LLC (6).
The biggest sellers of Espey Mfg & Electronics for the quarter ending December 2025 included SummerHaven Investment Management, LLC (1.93K), Farther Finance Advisors, LLC (20), SJS Investment Consulting Inc. (1).
Business Quant data shows the 8 biggest positions in Espey Mfg & Electronics as of December 2025 are held by RITHOLTZ WEALTH MANAGEMENT (24.08K), SummerHaven Investment Management, LLC (16.02K), NAPLES GLOBAL ADVISORS, LLC (14.88K), Sage Investment Advisers LLC (14.44K), ADIRONDACK TRUST CO (1.33K), BEACON INVESTMENT ADVISORY SERVICES, INC. (925), Farther Finance Advisors, LLC (180), SJS Investment Consulting Inc. (10).

51 Institutional Holders

782,242 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	103,312	3,247	3.24%	$4,869,095.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	99,093	-2,112	-2.09%	$4,670,197.00
VANGUARD GROUP INC	31 Dec, 2025	92,176	-1,401	-1.50%	$4,344,255.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	61,879	0	0.00%	$2,916,357.00
De Lisle Partners LLP	31 Dec, 2025	56,247	4,822	9.38%	$2,664,139.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	36,449	7,085	24.13%	$1,717,841.00
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	31 Dec, 2025	26,923	11,453	74.03%	$1,268,881.00
MARSHALL WACE, LLP	31 Dec, 2025	24,834	-5,417	-17.91%	$1,170,426.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	24,692	745	3.11%	$1,164,540.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	20,189	-6,248	-23.63%	$951,508.00
Wells Fargo & Company/Mn	31 Dec, 2025	20,001	-50	-0.25%	$942,641.00
SummerHaven Investment Management, LLC	31 Dec, 2025	17,949	0	0.00%	$845,936.00
RITHOLTZ WEALTH MANAGEMENT	31 Dec, 2025	17,808	8,817	98.06%	$839,289.00
STEEL PARTNERS HOLDINGS L.P.	31 Dec, 2025	16,627	16,627	0.00%	$783,631.00
NAPLES GLOBAL ADVISORS, LLC	31 Dec, 2025	14,441	932	6.90%	$680,609.00
Sage Investment Advisers LLC	31 Dec, 2025	14,434	14,434	0.00%	$680,285.00
State Street Corp	31 Dec, 2025	12,643	0	0.00%	$595,865.00
Bank of New York Mellon Corp	31 Dec, 2025	12,036	12,036	0.00%	$567,255.00
Cambridge Investment Research Advisors, Inc.	31 Dec, 2025	11,089	2,190	24.61%	$523.00
FLAGSHIP HARBOR ADVISORS, LLC	31 Dec, 2025	10,592	0	0.00%	$499,201.00

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