Espey MFG & ElectronicsESP

13F holders, Q4 2024 (December 31)
35holders +5
8new positions
1sold out
2famous investors
$30.14avg. 13F price*

At the end of Q4 2024, 35 institutions reported holding Espey MFG & Electronics Corp. (ESP) in their 13F filings, up 5 from Q3 2024. 8 opened new positions and 1 sold out. The largest holders were Renaissance Technologies ($3.2M), Dimensional Fund Advisors LP ($3.0M) and Vanguard Group Inc. ($2.4M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions8$3.6M
Exits1$4K

All 13F filers, Q3 2024 → Q4 2024: 153,426 shares bought and 5,925 shares sold, net +147,501 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 35 holders

Renaissance Technologies 0.00% Reduce -2.9% 106,012 $3.2M
Dimensional Fund Advisors LP 0.00% Add +13.2% 101,063 $3.0M
Vanguard Group Inc. 0.00% Add +13.1% 80,700 $2.4M
Arrowstreet Capital, Limited Partnership 0.00% New 61,879 $1.9M
De Lisle Partners LLP 0.20% Add +4.4% 45,023 $1.4M
Ellsworth Advisors, LLC 0.20% Add +5.2% 25,211 $760K
Geode Capital Management, LLC 0.00% Add +5.0% 25,112 $757K
Wells Fargo & Company 0.00% Reduce 0.0% 21,370 $644K
Flagship Harbor Advisors, LLC 0.03% New 16,592 $500K
Royal Bank of Canada 0.00% No change 15,590 $470K
Informed Momentum Co LLC 0.07% New 15,313 $462K
State Street Corp. 0.00% New 11,203 $338K
Morgan Dempsey Capital Management LLC 0.12% Reduce -14.1% 10,126 $305K
Bridgeway Capital Management, LLC 0.01% No change 9,108 $275K
American Century Companies Inc. 0.00% New 8,553 $258K
Citadel Advisors 0.00% Add +10.0% 8,299 $250K
Osaic Holdings, Inc. 0.00% Add +89.9% 8,070 $243K
Morgan Stanley 0.00% Add +0.7% 7,779 $235K
Hillsdale Investment Management Inc. 0.01% New 7,000 $211K
Secure Asset Management, LLC 0.03% Reduce -8.2% 6,667 $201K
Perritt Capital Management Inc 0.09% No change 5,500 $166K
BlackRock, Inc. 0.00% Add +30.7% 5,280 $159K
Adirondack Trust Co. 0.03% Reduce -11.5% 2,169 $65K
UBS Group AG 0.00% Add +383.3% 1,450 $44K
Spire Wealth Management 0.00% Add +0.7% 421 $13K
US Bancorp \de 0.00% No change 283 $9K
Bank of America Corp. 0.00% Add +0.4% 270 $8K
NewEdge Advisors, LLC 0.00% New 262 $8K
GPS Wealth Strategies Group, LLC 0.00% No change 212 $6K
Archer Investment Corp 0.00% No change 135 $4K
Lazard Asset Management LLC 0.00% New 135 $4K
Allworth Financial LP 0.00% No change 100 $3K
FMR LLC 0.00% No change 12 $355
JPMorgan Chase & Co. 0.00% No change 9 $271
Principal Securities, Inc. 0.00% Reduce -96.5% 2 $60

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