Espey Mfg. & Electronics Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 101.21 K | $4.01 M | -1.28% | 3.91% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 100.07 K | $3.96 M | -6.58% | 3.86% |
| VANGUARD GROUP INC | 11/07/2025 | 93.58 K | $3.71 M | 4.27% | 3.61% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 61.88 K | $2.45 M | 0.00% | 2.39% |
| DE LISLE PARTNERS LLP | 11/13/2025 | 51.43 K | $2.03 M | 2.80% | 1.98% |
| MARSHALL WACE, LLP | 11/13/2025 | 30.25 K | $1.20 M | 134.00% | 1.17% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 29.36 K | $1.16 M | 161.39% | 1.13% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 26.44 K | $1.05 M | 100.00% | 1.02% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 23.95 K | $949.25 K | -8.52% | 0.92% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 20.05 K | $794.21 K | -0.84% | 0.77% |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 11/03/2025 | 17.95 K | $710.96 K | 100.00% | 0.69% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/13/2025 | 15.47 K | $612.77 K | 187.97% | 0.60% |
| LPL FINANCIAL LLC | 11/12/2025 | 13.73 K | $543.69 K | -44.58% | 0.53% |
| NAPLES GLOBAL ADVISORS, LLC | 10/30/2025 | 13.51 K | $535.11 K | 116.94% | 0.52% |
| STATE STREET CORP | 11/14/2025 | 12.64 K | $500.79 K | 6.76% | 0.49% |
| FLAGSHIP HARBOR ADVISORS, LLC | 11/05/2025 | 10.59 K | $419.55 K | 0.00% | 0.41% |
| BLACKROCK, INC. | 11/12/2025 | 10.15 K | $402.04 K | 9.29% | 0.39% |
| RITHOLTZ WEALTH MANAGEMENT | 10/28/2025 | 8.99 K | $356.15 K | 100.00% | 0.35% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 8.90 K | $352.00 K | 100.52% | 0.34% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 8.41 K | $329.19 K | -2.84% | 0.32% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 11/10/2025 | 8.10 K | $320.84 K | 10.96% | 0.31% |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 11/14/2025 | 8.04 K | $317.64 K | -10.13% | 0.31% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 6.46 K | $255.96 K | 100.00% | 0.25% |
| GSA CAPITAL PARTNERS LLP | 11/07/2025 | 6.26 K | $248.00 K | 34.45% | 0.24% |
| CITADEL ADVISORS LLC | 11/14/2025 | 6.09 K | $241.03 K | -12.40% | 0.23% |
| HERON BAY CAPITAL MANAGEMENT | 11/12/2025 | 5.84 K | $231.40 K | -2.57% | 0.23% |
| MAN GROUP PLC | 11/14/2025 | 5.71 K | $226.33 K | 100.00% | 0.22% |
| XTX TOPCO LTD | 11/14/2025 | 5.21 K | $206.41 K | 100.00% | 0.20% |
| JPMORGAN CHASE & CO | 11/26/2025 | 5.10 K | $202.09 K | 56,588.89% | 0.20% |
| MORGAN STANLEY | 11/14/2025 | 3.18 K | $126.08 K | -43.22% | 0.12% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 1.68 K | $66.58 K | 100.00% | 0.06% |
| ADIRONDACK TRUST CO | 10/20/2025 | 1.33 K | $52.80 K | 0.00% | 0.05% |
| COPELAND CAPITAL MANAGEMENT, LLC | 10/17/2025 | 1.29 K | $51.22 K | -45.67% | 0.05% |
| UBS GROUP AG | 11/13/2025 | 657 | $26.02 K | -23.60% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 520 | $20.60 K | -57.79% | 0.02% |
| FLAGSHIP WEALTH ADVISORS, LLC | 10/30/2025 | 494 | $19.57 K | 0.00% | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 400 | $15.84 K | 100.00% | 0.02% |
| 10/31/2025 | 400 | $15.84 K | 0.00% | 0.02% | |
| BARCLAYS PLC | 11/12/2025 | 353 | $13.98 K | 100.00% | 0.01% |
| US BANCORP \DE\ | 11/12/2025 | 283 | $11.21 K | 0.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 237 | $9.39 K | 100.00% | 0.01% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 216 | $8.55 K | -16.92% | 0.01% |
| ARCHER INVESTMENT CORP | 11/03/2025 | 135 | $5.35 K | 0.00% | 0.01% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 100 | $3.96 K | 0.00% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 11/12/2025 | 63 | $2.50 K | 40.00% | 0.00% |
| FMR LLC | 11/13/2025 | 54 | $2.16 K | -20.59% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2025 | 45 | $2.00 K | -99.70% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 11/14/2025 | 40 | $1.58 K | 100.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 11/10/2025 | 30 | $1.19 K | 0.00% | 0.00% |
| SJS INVESTMENT CONSULTING INC. | 10/21/2025 | 25 | $1.00 K | 0.00% | 0.00% |
Espey Mfg. & Electronics Corp. institutional Ownership - FAQ's
During the previous two years, 67 institutional investors and hedge funds held shares of Espey Mfg. & Electronics Corp.. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 101,205
RENAISSANCE TECHNOLOGIES LLC: 100,065
VANGUARD GROUP INC: 93,577
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP: 61,879
De Lisle Partners LLP: 51,425
MARSHALL WACE, LLP: 30,251
28.05% of Espey Mfg. & Electronics Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 753.63 K shares in the last 24 months. This purchase volume represents approximately $31.16 M in transactions.