| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust | 21% | $16,940,493 | 597,127 | Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust | 31 Dec 2024 | |||
| Kesselman Stanley | 2.1% | $1,669,745 | 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.
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 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 11,936 | $562,546 | -$664 | $47.13 | 3 |
| 2025 Q3 | 726,910 | $28,776,647 | +$1,702,870 | $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 | 603,090 | $18,177,164 | +$4,331,689 | $30.15 | 35 |
| 2024 Q3 | 478,830 | $14,408,212 | +$1,401,814 | $30.09 | 30 |
| 2024 Q2 | 432,248 | $9,188,964 | -$133,780 | $21.25 | 26 |
| 2024 Q1 | 409,557 | $10,336,819 | +$1,141,709 | $25.25 | 27 |
| 2023 Q4 | 304,699 | $5,698,295 | +$248,145 | $18.70 | 21 |
| 2023 Q3 | 310,872 | $5,020,916 | +$119,069 | $16.15 | 20 |
| 2023 Q2 | 303,875 | $5,086,143 | +$329,365 | $16.74 | 22 |
| 2023 Q1 | 280,768 | $5,685,454 | -$165,368 | $20.25 | 18 |
| 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 | 296,770 | $4,224,922 | -$705,976 | $14.24 | 17 |
| 2022 Q1 | 347,456 | $4,829,877 | -$60,843 | $13.90 | 16 |
| 2021 Q4 | 351,829 | $5,000,918 | -$210,464 | $14.21 | 17 |
| 2021 Q3 | 345,852 | $5,033,964 | -$174,569 | $14.55 | 18 |
| 2021 Q2 | 357,753 | $5,303,001 | -$282,251 | $14.82 | 19 |
| 2021 Q1 | 376,373 | $5,720,052 | -$55,256 | $15.20 | 20 |
| 2020 Q4 | 378,861 | $7,166,554 | -$10,161 | $18.92 | 20 |
| 2020 Q3 | 377,891 | $7,179,565 | -$255,717 | $19.00 | 19 |
| 2020 Q2 | 391,565 | $6,789,338 | -$554,326 | $17.32 | 20 |
| 2020 Q1 | 420,893 | $7,632,000 | -$55,336 | $18.13 | 19 |
| 2019 Q4 | 423,870 | $9,149,000 | -$468,433 | $21.59 | 17 |
| 2019 Q3 | 404,920 | $9,606,000 | -$110,360 | $23.72 | 20 |
| 2019 Q2 | 409,550 | $10,134,000 | -$38,071 | $24.73 | 19 |
| 2019 Q1 | 411,085 | $10,174,000 | -$2,506 | $24.74 | 19 |
| 2018 Q4 | 411,191 | $10,244,000 | -$21,006 | $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 | +$7,183 | $26.20 | 18 |
| 2017 Q4 | 402,774 | $9,648,196 | -$2,858,551 | $23.96 | 17 |
| 2017 Q3 | 530,348 | $11,934,000 | -$759,496 | $22.50 | 21 |
| 2017 Q2 | 564,175 | $12,648,000 | +$40,983 | $22.42 | 20 |
| 2017 Q1 | 562,361 | $12,946,000 | -$747,185 | $23.00 | 19 |
| 2016 Q4 | 595,599 | $15,410,000 | +$174,501 | $26.06 | 20 |
| 2016 Q3 | 588,832 | $15,015,000 | -$77,107 | $25.28 | 21 |
| 2016 Q2 | 591,824 | $15,392,000 | -$308,103 | $26.00 | 22 |
| 2016 Q1 | 603,384 | $14,841,000 | -$1,314,721 | $24.59 | 21 |
| 2015 Q4 | 654,984 | $16,959,000 | -$338,213 | $25.77 | 23 |
| 2015 Q3 | 667,352 | $16,306,000 | -$332,435 | $24.34 | 22 |
| 2015 Q2 | 662,004 | $17,213,000 | -$678,292 | $26.00 | 20 |
| 2015 Q1 | 704,685 | $20,449,000 | +$518,450 | $29.62 | 23 |
| 2014 Q4 | 666,982 | $15,909,824 | -$88,598 | $23.81 | 21 |
| 2014 Q3 | 695,294 | $13,995,000 | -$144,700 | $20.12 | 26 |
| 2014 Q2 | 699,698 | $17,578,000 | +$388,746 | $25.12 | 20 |
| 2014 Q1 | 684,849 | $18,661,000 | +$2,742,390 | $27.25 | 21 |