ESP Espey Mfg. & Electronics Corp
Espey Mfg. & Electronics Corp (ESP) Institutional Ownership
What the institutions did with ESP last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 92.9K | 32.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 54.9K | 19.2% |
| Bank of New York Mellon Corp | 20.3K | 7.1% |
| RITHOLTZ WEALTH MANAGEMENT | 19.4K | 6.8% |
| Sidoxia Capital Management, LLC | 19.1K | 6.7% |
| NAPLES GLOBAL ADVISORS, LLC | 16.3K | 5.7% |
| Sage Investment Advisers LLC | 12.2K | 4.3% |
| Russell Investments Group, Ltd. | 10.6K | 3.7% |
| FLAGSHIP HARBOR ADVISORS, LLC | 9.6K | 3.4% |
| Pekin Hardy Strauss, Inc. | 8.2K | 2.9% |
| GC Wealth Management RIA, LLC | 5.0K | 1.7% |
| BankChampaign, National Association | 4.2K | 1.5% |
| INDEPENDENT FINANCIAL GROUP, LLC | 3.7K | 1.3% |
| DEUTSCHE BANK AG\ | 2.0K | 0.7% |
| Copeland Capital Management, LLC | 1.3K | 0.5% |
| ADIRONDACK TRUST CO | 1.3K | 0.5% |
| CITIGROUP INC | 1.1K | 0.4% |
| BARCLAYS PLC | 933 | 0.3% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 925 | 0.3% |
| FLAGSHIP WEALTH ADVISORS, LLC | 494 | 0.2% |
| PNC Financial Services Group, Inc. | 411 | 0.1% |
| Laurel Wealth Advisors LLC | 200 | 0.1% |
| GAMMA Investing LLC | 105 | 0.0% |
| Sterling Capital Management LLC | 76 | 0.0% |
| TOTH FINANCIAL ADVISORY CORP | 35 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Sold Out | 26.6K | 0 | -26.6K |
| SummerHaven Investment Management, LLC | Sold Out | 16.0K | 0 | -16.0K |
| Russell Investments Group, Ltd. | Increased | 185 | 10.6K | +10.5K |
| Pekin Hardy Strauss, Inc. | New | 0 | 8.2K | +8.2K |
| RITHOLTZ WEALTH MANAGEMENT | Reduced | 26.4K | 19.4K | -7.0K |
| INDEPENDENT FINANCIAL GROUP, LLC | New | 0 | 3.7K | +3.7K |
| Edgemoor Investment Advisors, Inc. | Sold Out | 3.1K | 0 | -3.1K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 91.0K | 92.9K | +1.9K |
| NAPLES GLOBAL ADVISORS, LLC | Increased | 15.3K | 16.3K | +1.0K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 55.6K | 54.9K | -689 |
| BARCLAYS PLC | Increased | 536 | 933 | +397 |
| DEUTSCHE BANK AG\ | Reduced | 2.3K | 2.0K | -329 |
| Sidoxia Capital Management, LLC | Increased | 18.8K | 19.1K | +320 |
| US BANCORP \DE\ | Sold Out | 283 | 0 | -283 |
| Archer Investment Corp | Sold Out | 270 | 0 | -270 |
| Bank of New York Mellon Corp | Increased | 20.0K | 20.3K | +222 |
| Laurel Wealth Advisors LLC | New | 0 | 200 | +200 |
| GAMMA Investing LLC | New | 0 | 105 | +105 |
| Sterling Capital Management LLC | Increased | 8 | 76 | +68 |
| BankChampaign, National Association | Increased | 4.2K | 4.2K | +43 |
| CITIGROUP INC | Reduced | 1.1K | 1.1K | -21 |
| TOTH FINANCIAL ADVISORY CORP | Increased | 15 | 35 | +20 |
| PNC Financial Services Group, Inc. | Increased | 400 | 411 | +11 |
| SJS Investment Consulting Inc. | Increased | 10 | 21 | +11 |
| Farther Finance Advisors, LLC | New | 0 | 10 | +10 |
| Ascentis Independent Advisors | New | 0 | 10 | +10 |
| Covestor Ltd | New | 0 | 10 | +10 |
| Sage Investment Advisers LLC | Increased | 12.2K | 12.2K | +5 |
| SBI Securities Co., Ltd. | Increased | 6 | 11 | +5 |
| Copeland Capital Management, LLC | Increased | 1.3K | 1.3K | +4 |
| Root Financial Partners, LLC | New | 0 | 3 | +3 |
| EverSource Wealth Advisors, LLC | New | 0 | 1 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.