ESPEY MFG & ELECTRS CORP ESP
COM · Common Stock · CUSIP 296650104
- SectorTechnology
- IndustryElectronic Components, NEC
- HeadquartersSaratoga Springs, NY
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 3.0m as of 2026-05-06, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $67.34.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 22 |
| Q4 2022 | 23 |
| Q1 2023 | 21 |
| Q2 2023 | 23 |
| Q3 2023 | 22 |
| Q4 2023 | 24 |
| Q1 2024 | 29 |
| Q2 2024 | 27 |
| Q3 2024 | 31 |
| Q4 2024 | 36 |
| Q1 2025 | 35 |
| Q2 2025 | 50 |
| Q3 2025 | 52 |
| Q4 2025 | 51 |
| Q1 2026 | 64 |
| Q2 2026 | 78 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 14 | 9 |
| Q4 2024 | 20 | 8 |
| Q1 2025 | 15 | 12 |
| Q2 2025 | 32 | 11 |
| Q3 2025 | 24 | 26 |
| Q4 2025 | 22 | 23 |
| Q1 2026 | 31 | 21 |
| Q2 2026 | 49 | 23 |
Biggest buyers
| BlackRock, Inc. | Added | +105.7k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +31.1k |
| AMERICAN CENTURY COMPANIES INC | Added | +18.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | New | +16.2k |
| Cambridge Investment Research Advisors, Inc. | Added | +15.5k |
| STATE STREET CORP | Added | +14.2k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +13.0k |
| NORTHERN TRUST CORP | Added | +12.4k |
| Bank of New York Mellon Corp | Added | +8.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | New | +5.6k |
Biggest sellers
| MILLENNIUM MANAGEMENT LLC | Sold out | -27.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -23.8k |
| CITADEL ADVISORS LLC | Sold out | -20.3k |
| SEI INVESTMENTS CO | Reduced | -11.1k |
| GOLDMAN SACHS GROUP INC | Sold out | -10.7k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -10.5k |
| MARSHALL WACE, LLP | Sold out | -9.4k |
| JANE STREET GROUP, LLC | Sold out | -8.1k |
| HRT FINANCIAL LP | Sold out | -5.4k |
| Hudson Bay Capital Management LP | Sold out | -3.8k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Espey Mfg. & Electronics Corp. Employee Retirement Plan & Tr 13G · institution -3.0 pts · filed 2026-01-26 | 18.0% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $435.4k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 3 | $875.4k | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 2 | $225.0k | — |
| Q1 2026 | 0 | — | 3 | $770.2k | — |
| Q2 2026 | 0 | — | 4 | $727.7k | — |
| Q3 2026 | 0 | — | 1 | $150.7k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-25 | CORR PAUL J Director | Sold | $137.2k2.1k shares |
| 2026-09-25 | CORR PAUL J Director | Sold | $13.5k211 shares |
| 2026-06-24 | HELMETAG CARL Director | Sold | $63.7k1.0k shares |
| 2026-06-23 | CORR PAUL J Director | Sold | $168.0k2.5k shares |
| 2026-06-22 | ONEIL DAVID A President & CEO, director | Sold | $169.3k2.5k shares |
| 2026-06-22 | Pickering Jennifer Michele CHRO & Corporate Secretary | Sold | $157.5k2.5k shares |
| 2026-05-15 | CORR PAUL J Director | Sold | $149.6k2.3k shares |
| 2026-05-15 | CORR PAUL J Director | Sold | $19.6k293 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 115.9k $7.8m | Added +105.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 98.0k $6.6m | Added +13.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 92.7k $6.2m | Reduced -10.5k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 91.0k $6.1m | Reduced -2.5k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 71.9k $4.8m | Added +18.8k |
| De Lisle Partners LLP 0.41% of their portfolio | 56.2k $3.8m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 55.6k $3.7m | Added +31.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 38.1k $2.6m | Reduced -23.8k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio | 34.4k $2.3m | Added +3.5k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 26.6k $1.8m | Added +15.5k |
| RITHOLTZ WEALTH MANAGEMENT 0.03% of their portfolio | 26.4k $1.8m | Added +2.3k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 25.2k $1.7m | Reduced -922 |
| STATE STREET CORP 0.00% of their portfolio | 25.1k $1.7m | Added +14.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 20.0k $1.3m | Added +8.1k |
| Informed Momentum Co LLC 0.12% of their portfolio | 19.7k $1.3m | Reduced -810 |
| Sidoxia Capital Management, LLC 0.93% of their portfolio | 18.8k $1.3m | Added +184 |
| NORTHERN TRUST CORP 0.00% of their portfolio | 17.5k $1.2m | Added +12.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 17.4k $1.2m | Added +1.9k |
| STEEL PARTNERS HOLDINGS L.P. 1.44% of their portfolio | 16.6k $1.1m | Unchanged |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 16.2k $1.1m | Added +3.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 16.2k $1.1m | New |
| SummerHaven Investment Management, LLC 0.58% of their portfolio | 16.0k $1.1m | Unchanged |
| NAPLES GLOBAL ADVISORS, LLC 0.06% of their portfolio | 15.3k $1.0m | Added +397 |
| SEI INVESTMENTS CO 0.00% of their portfolio | 13.9k $933.0k | Reduced -11.1k |
| MORGAN STANLEY 0.00% of their portfolio | 12.5k $841.3k | Added +3.4k |
| Man Group plc 0.00% of their portfolio | 12.3k $831.7k | Added +1.5k |
| Sage Investment Advisers LLC 0.55% of their portfolio | 12.2k $824.7k | Reduced -2.2k |
| FLAGSHIP HARBOR ADVISORS, LLC 0.02% of their portfolio | 9.6k $646.0k | Reduced -1.0k |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 0.24% of their portfolio | 8.4k $567.7k | Added +294 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 7.4k $497.2k | Added +420 |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 7.0k $471.4k | Added +1.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 5.6k $379.0k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 5.6k $378.4k | Reduced -969 |
| XTX Topco Ltd 0.00% of their portfolio | 5.5k $369.8k | Added +403 |
| Nuveen, LLC 0.00% of their portfolio | 5.3k $355.2k | New |
| GC Wealth Management RIA, LLC 0.02% of their portfolio | 5.0k $334.1k | Unchanged |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 4.7k $313.6k | New |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.6k $310.3k | Unchanged |
| BankChampaign, National Association 0.22% of their portfolio | 4.2k $281.1k | New |
| Tidal Investments LLC 0.00% of their portfolio | 4.2k $279.8k | Reduced -72 |
| UBS Group AG 0.00% of their portfolio | 4.0k $269.9k | Added +1.6k |
| Vident Advisory, LLC 0.00% of their portfolio | 3.2k $214.9k | New |
| Edgemoor Investment Advisors, Inc. 0.01% of their portfolio | 3.1k $209.1k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 2.3k $156.4k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 1.7k $111.8k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 1.6k $107.8k | New |
| ADIRONDACK TRUST CO 0.03% of their portfolio | 1.3k $89.8k | Unchanged |
| Copeland Capital Management, LLC 0.00% of their portfolio | 1.3k $89.6k | Reduced -56 |
| CITIGROUP INC 0.00% of their portfolio | 1.1k $73.7k | Added +425 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 1.1k $72.0k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 963 $64.0k | Added +850 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. 0.00% of their portfolio | 925 $62.3k | Unchanged |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 703 $47.3k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 625 $42.1k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 563 $37.9k | New |
| BARCLAYS PLC 0.00% of their portfolio | 536 $36.1k | Reduced -116 |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 527 $35.5k | Added +2 |
| Arax Advisory Partners 0.00% of their portfolio | 520 $35.0k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 519 $35.0k | Added +446 |
| FLAGSHIP WEALTH ADVISORS, LLC 0.01% of their portfolio | 494 $33.3k | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 483 $32.4k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 400 $26.9k | Unchanged |
| BROADWATER CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 400 $26.9k | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 283 $19.1k | Unchanged |
| Archer Investment Corp 0.00% of their portfolio | 270 $18.2k | Added +135 |
| Lavaca Capital LLC 0.00% of their portfolio | 267 $18.0k | New |
| Regatta Research & Money Management 0.02% of their portfolio | 265 $17.8k | First filing |
| Legal & General Group Plc 0.00% of their portfolio | 226 $15.2k | New |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 211 $14.2k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 185 $12.5k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 129 $8.7k | New |
| Global Retirement Partners, LLC 0.00% of their portfolio | 109 $7.3k | First filing |
| FMR LLC 0.00% of their portfolio | 98 $6.6k | Added +29 |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 40 $2.7k | Unchanged |
| TOTH FINANCIAL ADVISORY CORP 0.00% of their portfolio | 15 $1.0k | New |
| SJS Investment Consulting Inc. 0.00% of their portfolio | 10 $684 | Unchanged |
| Sterling Capital Management LLC 0.00% of their portfolio | 8 $539 | New |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 6 $404 | Reduced -2 |