Espey MFG & ElectronicsESP

13F holders, Q3 2024 (September 30)
30holders +4
5new positions
1sold out
2famous investors
$30.09avg. 13F price*

At the end of Q3 2024, 30 institutions reported holding Espey MFG & Electronics Corp. (ESP) in their 13F filings, up 4 from Q2 2024. 5 opened new positions and 1 sold out. The largest holders were Renaissance Technologies ($3.3M), Dimensional Fund Advisors LP ($2.7M) and Vanguard Group Inc. ($2.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Espey MFG & Electronics Corp.
CUSIP
296650104
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 28Q1 2024Q2 2024: 26Q2 2024Q3 2024: 30Q3 2024Q4 2024: 35Q4 2024Q1 2025: 34Q1 2025Q2 2025: 49Q2 2025Q3 2025: 52Q3 2025Q4 2025: 51Q4 2025Q1 2026: 64Q1 2026Q2 2026: 78Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions5$736K
Exits1$191

All 13F filers, Q2 2024 → Q3 2024: 50,512 shares bought and 3,963 shares sold, net +46,549 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 30 holders

Renaissance Technologies 0.00% Reduce -2.1% 109,212 $3.3M
Dimensional Fund Advisors LP 0.00% Add +3.1% 89,320 $2.7M
Vanguard Group Inc. 0.00% Add +3.8% 71,328 $2.1M
De Lisle Partners LLP 0.21% Add +7.5% 43,114 $1.3M
Ellsworth Advisors, LLC 0.19% Add +6.9% 23,977 $721K
Geode Capital Management, LLC 0.00% Add +55.3% 23,907 $719K
Wells Fargo & Company 0.00% Add +0.0% 21,371 $643K
Sage Investment Advisers LLC 0.61% Reduce -1.5% 19,282 $580K
Royal Bank of Canada 0.00% Reduce -0.2% 15,590 $469K
Morgan Dempsey Capital Management LLC 0.12% Add +122.5% 11,782 $355K
Bridgeway Capital Management, LLC 0.01% New 9,108 $274K
Morgan Stanley 0.00% Reduce -8.1% 7,724 $232K
Citadel Advisors 0.00% New 7,543 $227K
Secure Asset Management, LLC 0.04% New 7,264 $219K
Perritt Capital Management Inc 0.09% No change 5,500 $165K
Osaic Holdings, Inc. 0.00% Add +37.5% 4,250 $128K
BlackRock, Inc. 0.00% — 4,039 $122K
Adirondack Trust Co. 0.03% Reduce -1.1% 2,452 $74K
Spire Wealth Management 0.00% New 418 $13K
UBS Group AG 0.00% No change 300 $9K
US Bancorp \de 0.00% No change 283 $9K
Bank of America Corp. 0.00% Add +2.7% 269 $8K
GPS Wealth Strategies Group, LLC 0.00% Reduce -34.2% 212 $6K
FinTrust Capital Advisors, LLC 0.00% New 140 $4K
Archer Investment Corp 0.00% No change 135 $4K
Tower Research Capital LLC (TRC) 0.00% Reduce -79.1% 133 $4K
Allworth Financial LP 0.00% No change 100 $3K
Principal Securities, Inc. 0.00% No change 57 $2K
FMR LLC 0.00% Reduce -7.7% 12 $355
JPMorgan Chase & Co. 0.00% No change 9 $271

"% of holder's portfolio" is ESP's weight in each manager's 13F, not the share of Espey MFG & Electronics Corp. the manager owns.