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% | 3.39% |
| DE LISLE PARTNERS LLP | 02/13/2026 | 56.25 K | $2.66 M | 9.38% | 2.04% |
| 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% |
| 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% |
| 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% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 02/10/2026 | 6.90 K | $325.20 K | -14.81% | 0.25% |
| 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% |
| 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% |
| 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% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 400 | $18.85 K | 0.00% | 0.01% |
| 02/03/2026 | 400 | $18.85 K | 0.00% | 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% |
| 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% |
| 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% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 6 | $283 | 0.00% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/11/2026 | 0 | $0 | -100.00% | 0.00% |
| BARCLAYS PLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 0 | $0 | -100.00% | 0.00% |
| GSA CAPITAL PARTNERS LLP | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
| LPL FINANCIAL LLC | 02/11/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 0 | $0 | -100.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
Espey Manufacturing & Electronics Corp. institutional Ownership - FAQ's
During the previous two years, 53 institutional investors and hedge funds held shares of Espey Manufacturing & Electronics Corp.. The most heavily invested institutionals were:
RENAISSANCE TECHNOLOGIES LLC: 103,312
DIMENSIONAL FUND ADVISORS LP: 99,093
VANGUARD GROUP INC: 92,176
De Lisle Partners LLP: 56,247
O'SHAUGHNESSY ASSET MANAGEMENT, LLC: 26,923
MARSHALL WACE, LLP: 24,834
21.19% of Espey Manufacturing & Electronics Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 608.79 K shares in the last 24 months. This purchase volume represents approximately $36.65 M in transactions.