SEC 13F Intelligence

ESPESPEY MFG & ELECTRS CORP

CUSIP 296650104 · Yahoo Finance ↗ · Google Finance ↗

Espey Mfg & Electrs Corp (ESP) has 61 institutional holders in Filings Flow’s 13F database, together reporting 930.4K shares worth $51M as of Q1 2026. The largest reported holders are Renaissance Technologies LLC, Dimensional Fund Advisors LP, and Vanguard Capital Management LLC.

Institutional Holders
61
Q1 2026
Reported Value
$51M
Ticker
ESP
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 10Q4 ’18Q1 ’19: 11Q2 ’19: 11Q2 ’19Q3 ’19: 13Q2 ’21: 15Q2 ’21Q4 ’21: 14Q4 ’22: 15Q4 ’22Q4 ’25: 50Q1 ’26: 61Q1 ’26Q2 ’26: 7filingsflow.com
Total reported value
Q4 ’18: $2MQ4 ’18Q1 ’19: $1MQ2 ’19: $1MQ2 ’19Q3 ’19: $1MQ2 ’21: $5MQ2 ’21Q4 ’21: $4MQ4 ’22: $892,155Q4 ’22Q4 ’25: $36MQ1 ’26: $51MQ1 ’26Q2 ’26: $2Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Sidoxia Capital Management, LLC$116M AUM0.89%$1M18.6KQ1 2026OLDER
Sage Investment Advisers LLC$149M AUM0.55%$824,65612.2KQ2 2026
SummerHaven Investment Management, LLC$163M AUM0.54%$887,66216.0KQ1 2026OLDER
De Lisle Partners LLP$836M AUM0.37%$3M56.2KQ1 2026OLDER
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM0.20%$448,5148.1KQ1 2026OLDER
Informed Momentum Co LLC$866M AUM0.13%$1M20.5KQ1 2026OLDER
NAPLES GLOBAL ADVISORS, LLC$1.4B AUM0.06%$824,51014.9KQ1 2026OLDER
Heron Bay Capital Management$1.1B AUM0.05%$272,2235.8KQ4 2025OLDER
ADIRONDACK TRUST CO$336M AUM0.03%$89,7771.3KQ2 2026
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.03%$587,00910.6KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.02%$1M24.1KQ1 2026OLDER
GC Wealth Management RIA, LLC$1.7B AUM0.02%$334,1235.0KQ2 2026
BROADWATER CAPITAL MANAGEMENT LLC$128M AUM0.01%$15,844400Q3 2025OLDER
FLAGSHIP WEALTH ADVISORS, LLC$233M AUM0.01%$22,581494Q2 2026
Hillsdale Investment Management Inc.$3.7B AUM0.01%$325,1976.9KQ4 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$6M103.2KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M30.9KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.01%$255,3754.6KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.00%$281,9225.1KQ1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.00%$62,299925Q2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$3M61.9KQ1 2026OLDER
Copeland Capital Management, LLC$4.5B AUM0.00%$76,8671.4KQ1 2026OLDER
Archer Investment Corp$469M AUM0.00%$7,482135Q1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$3M53.1KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$1M25.0KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$1M26.1KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$599,70010.8KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$5M93.5KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$209,3773.8KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$2M27.5KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$330,8026.0KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$365,0876.6KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$521,8349.4KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$234,2054.2KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$385,8897.0KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$725,17113.1KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M20.3KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$859,04515.5KQ2 2026
LPL Financial LLC$376.6B AUM0.00%$543,69013.7KQ3 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$660,90011.9KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$5M85.0KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$10,264180Q1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$1M24.5KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$1,10820Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$56010Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$594,32410.7KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$1,88640Q4 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$4M92.2KQ4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$16,905305Q2 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$446,7418.1KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$29,122525Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$2,74858Q4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$1,18830Q3 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$2,49563Q3 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$281,4235.1KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$66,5841.7KQ3 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$603,69010.9KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$132,7862.4KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$15,684283Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$34,638625Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$37,131670Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$245,3595.2KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$22,168400Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$4438Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$564,39710.2KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$3569Q3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$36,134652Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$2,21740Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$60,2791.3KQ4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$4,00073Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$6,204113Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$3,79669Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.