Espey Mfg & Electronics Corp (ESP) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

2,845,860Shares Outstanding

782,242Shares held by institutions

$54,490,978Value 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) appears in 51 institutional 13F filings for the quarter 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% from the prior quarter, while the number of investors in Espey Mfg & Electronics increased 50.0% year over year.
Of these 51 holders, 24 added to their stakes in Espey Mfg & Electronics, 14 trimmed positions, and 13 made no changes.
The aggregate institutional position in Espey Mfg & Electronics amounted to 782.24K shares as of December 2025, up by 93.23K shares quarter on quarter, and up 163.7K shares year over year.
RITHOLTZ WEALTH MANAGEMENT holds the largest position in ESP at 24.08K shares as of December 31, 2025, or 0.85% of shares outstanding.
The most significant purchases of ESP for the quarter ending December 2025 came from RITHOLTZ WEALTH MANAGEMENT (6.28K), BEACON INVESTMENT ADVISORY SERVICES, INC. (925), NAPLES GLOBAL ADVISORS, LLC (436), Sage Investment Advisers LLC (6).
Leading sellers of Espey Mfg & Electronics shares for the quarter ending December 2025 were SummerHaven Investment Management, LLC (1.93K), Farther Finance Advisors, LLC (20), SJS Investment Consulting Inc. (1).
Per Business Quant, the top 8 investors in ESP for the quarter ending December 2025 include 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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