Espey Manufacturing & Electronics Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 103.31 K | $4.87 M | 3.24% | 3.76% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 99.09 K | $4.67 M | -2.09% | 3.60% |
| VANGUARD GROUP INC | 01/29/2026 | 92.18 K | $4.34 M | -1.50% | 3.35% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 61.88 K | $2.92 M | 0.00% | 2.25% |
| DE LISLE PARTNERS LLP | 02/13/2026 | 56.25 K | $2.66 M | 9.38% | 2.04% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 36.45 K | $1.72 M | 24.13% | 1.32% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 26.92 K | $1.27 M | 74.03% | 0.98% |
| MARSHALL WACE, LLP | 02/13/2026 | 24.83 K | $1.17 M | -17.91% | 0.90% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 24.69 K | $1.16 M | 3.11% | 0.90% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 20.19 K | $951.51 K | -23.63% | 0.73% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 20.00 K | $942.64 K | -0.25% | 0.73% |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 17.95 K | $845.94 K | 0.00% | 0.66% |
| RITHOLTZ WEALTH MANAGEMENT | 01/23/2026 | 17.81 K | $839.29 K | 98.06% | 0.65% |
| STEEL PARTNERS HOLDINGS L.P. | 02/13/2026 | 16.63 K | $783.63 K | 100.00% | 0.60% |
| NAPLES GLOBAL ADVISORS, LLC | 02/04/2026 | 14.44 K | $680.61 K | 6.90% | 0.53% |
| SAGE INVESTMENT ADVISERS LLC | 02/10/2026 | 14.43 K | $680.29 K | 100.00% | 0.52% |
| STATE STREET CORP | 02/13/2026 | 12.64 K | $595.87 K | 0.00% | 0.46% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 12.04 K | $567.26 K | 100.00% | 0.44% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 11.09 K | $523.00 K | 24.61% | 0.41% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 10.59 K | $499.20 K | 0.00% | 0.39% |
| BLACKROCK, INC. | 02/12/2026 | 9.75 K | $459.28 K | -3.99% | 0.35% |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 02/13/2026 | 8.04 K | $377.55 K | 0.00% | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 7.94 K | $374.07 K | -5.60% | 0.29% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 02/10/2026 | 6.90 K | $325.20 K | -14.81% | 0.25% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 6.87 K | $323.59 K | 6.25% | 0.25% |
| MAN GROUP PLC | 02/17/2026 | 6.54 K | $308.14 K | 14.42% | 0.24% |
| XTX TOPCO LTD | 02/17/2026 | 5.87 K | $276.70 K | 12.67% | 0.21% |
| HERON BAY CAPITAL MANAGEMENT | 02/13/2026 | 5.78 K | $272.22 K | -1.13% | 0.21% |
| CATALYTIC WEALTH RIA, LLC | 01/30/2026 | 5.67 K | $267.23 K | 100.00% | 0.21% |
| MORGAN STANLEY | 02/13/2026 | 5.21 K | $245.36 K | 63.56% | 0.19% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 4.61 K | $217.18 K | 100.00% | 0.17% |
| NORTHERN TRUST CORP | 02/17/2026 | 4.57 K | $215.24 K | 100.00% | 0.17% |
| TOROSO INVESTMENTS, LLC | 02/13/2026 | 4.37 K | $205.96 K | 100.00% | 0.16% |
| ADIRONDACK TRUST CO | 01/08/2026 | 1.33 K | $62.82 K | 0.00% | 0.05% |
| COPELAND CAPITAL MANAGEMENT, LLC | 01/29/2026 | 1.29 K | $60.94 K | 0.00% | 0.05% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.28 K | $60.28 K | 145.96% | 0.05% |
| UBS GROUP AG | 01/29/2026 | 504 | $23.75 K | -23.29% | 0.02% |
| FLAGSHIP WEALTH ADVISORS, LLC | 02/11/2026 | 494 | $23.28 K | 0.00% | 0.02% |
| 02/03/2026 | 400 | $18.85 K | 0.00% | 0.01% | |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 400 | $18.85 K | 0.00% | 0.01% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 325 | $15.30 K | 50.46% | 0.01% |
| US BANCORP \DE\ | 01/30/2026 | 283 | $13.34 K | 0.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 200 | $9.43 K | -15.61% | 0.01% |
| ARCHER INVESTMENT CORP | 01/30/2026 | 135 | $6.36 K | 0.00% | 0.01% |
| FMR LLC | 02/17/2026 | 94 | $4.44 K | 74.07% | 0.00% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 58 | $2.75 K | 100.00% | 0.00% |
| ROYAL BANK OF CANADA | 02/17/2026 | 40 | $2.00 K | -11.11% | 0.00% |
| SAGEVIEW ADVISORY GROUP, LLC | 02/17/2026 | 40 | $1.89 K | 100.00% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 02/12/2026 | 40 | $1.89 K | 0.00% | 0.00% |
| SJS INVESTMENT CONSULTING INC. | 01/21/2026 | 11 | $522 | -56.00% | 0.00% |
Espey Manufacturing & Electronics Corp. institutional Ownership - FAQ's
During the previous two years, 71 institutional investors and hedge funds held shares of Espey Manufacturing & Electronics Corp.. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 93,523
RITHOLTZ WEALTH MANAGEMENT: 24,085
SummerHaven Investment Management, LLC: 16,017
WELLS FARGO & COMPANY/MN: 15,501
NAPLES GLOBAL ADVISORS, LLC: 14,877
Sage Investment Advisers LLC: 14,440
28.44% of Espey Manufacturing & Electronics Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 822.98 K shares in the last 24 months. This purchase volume represents approximately $45.24 M in transactions.