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
2,843,462
Price per share
$47.13
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
726,910
Total reported value
$28,776,647
% of total 13F portfolios
0%
Share change
+52,337
Value change
+$1,702,868
Number of holders
52
Price from insider filings
$47.13
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 21% $18,600,506 597,127 Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust 31 Dec 2024
Kesselman Stanley 2.1% $1,833,364 58,856 Stanley Kesselman 31 Dec 2024

As of 30 Sep 2025, 52 institutional investors reported holding 726,910 shares of ESPEY MFG & ELECTRONICS CORP - Common Stock (ESP). This represents 26% of the company’s total 2,843,462 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of ESPEY MFG & ELECTRONICS CORP - Common Stock (ESP) together control 24% 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
DIMENSIONAL FUND ADVISORS LP 3.6% 101,205 -1.3% 0% $4,008,402
RENAISSANCE TECHNOLOGIES LLC 3.5% 100,065 -6.6% 0.01% $3,963,575
VANGUARD GROUP INC 3.3% 93,577 +4.3% 0% $3,706,585
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2.2% 61,879 0% 0% $2,451,027
De Lisle Partners LLP 1.8% 51,425 +2.8% 0.25% $2,025,117
MARSHALL WACE, LLP 1.1% 30,251 +134% 0% $1,198,241
AMERICAN CENTURY COMPANIES INC 1% 29,364 +161% 0% $1,163,108
TWO SIGMA INVESTMENTS, LP 0.93% 26,437 0% $1,047,170
GEODE CAPITAL MANAGEMENT, LLC 0.84% 23,947 -8.5% 0% $949,254
WELLS FARGO & COMPANY/MN 0.71% 20,051 -0.84% 0% $794,212
SummerHaven Investment Management, LLC 0.63% 17,949 0.41% $710,960
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.54% 15,470 +188% 0% $612,767
LPL Financial LLC 0.48% 13,726 -45% 0% $543,690
NAPLES GLOBAL ADVISORS, LLC 0.48% 13,509 +117% 0.04% $535,108
STATE STREET CORP 0.44% 12,643 +6.8% 0% $500,789
FLAGSHIP HARBOR ADVISORS, LLC 0.37% 10,592 0% 0.02% $419,549
BlackRock, Inc. 0.36% 10,150 +9.3% 0% $402,042
RITHOLTZ WEALTH MANAGEMENT 0.32% 8,991 0.01% $356,152
Cambridge Investment Research Advisors, Inc. 0.31% 8,899 +101% 0% $352,000
OSAIC HOLDINGS, INC. 0.3% 8,408 -2.8% 0% $329,190
Hillsdale Investment Management Inc. 0.28% 8,100 +11% 0.01% $320,841
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 0.28% 8,039 -10% 0.14% $317,635
FIRST TRUST ADVISORS LP 0.23% 6,462 0% $255,959
GSA CAPITAL PARTNERS LLP 0.22% 6,260 +34% 0.02% $248,000
CITADEL ADVISORS LLC 0.21% 6,085 -12% 0% $241,027

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 1,333 $62,823 $47.13 1
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