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Espey MFG & Electronics Corp (ESP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares92,908 from 90,994
Change+1,914 (+2%)
Value$5.7M (-$417.1K)
Filed 2026-11-04
Geode Capital Management, LLC
DECREASED
Shares54,893 from 55,582
Change-689 (-1%)
Value$3.4M (-$369.8K)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares20,253 from 20,031
Change+222 (+1%)
Value$1.2M (-$104.4K)
Filed 2026-11-05
Ritholtz Wealth Management
DECREASED
Shares19,350 from 26,386
Change-7,036 (-27%)
Value$1.2M (-$587.9K)
Filed 2026-11-05
Sidoxia Capital Management, LLC
INCREASED
Shares19,137 from 18,817
Change+320 (+2%)
Value$1.2M (-$91.1K)
Filed 2026-10-28
Naples Global Advisors, LLC
INCREASED
Shares16,279 from 15,274
Change+1,005 (+7%)
Value$1.0M (-$28.2K)
Filed 2026-11-05
Victory Capital Management Inc
NEW
Shares13,365
Change+13,365
Value$821.4K
Filed 2026-11-10
Sage Investment Advisers LLC
INCREASED
Shares12,249 from 12,244
Change+5 (+0%)
Value$752.8K (-$71.8K)
Filed 2026-10-21
Russell Investments Group, Ltd.
INCREASED
Shares10,640 from 185
Change+10,455 (+5651%)
Value$653.9K (+$641.5K)
Filed 2026-11-06
Flagship Harbor Advisors, LLC
UNCHANGED
Shares9,592 from 9,592
Change0 (0%)
Value$589.5K (-$56.5K)
Filed 2026-10-26
Pekin Hardy Strauss, Inc.
NEW
Shares8,230
Change+8,230
Value$505.8K
Filed 2026-11-02
Nuveen, LLC
INCREASED
Shares5,664 from 5,274
Change+390 (+7%)
Value$348.1K (-$7.1K)
Filed 2026-11-10
GC Wealth Management RIA, LLC
UNCHANGED
Shares4,961 from 4,961
Change0 (0%)
Value$304.9K (-$29.2K)
Filed 2026-11-02
BankChampaign, National Association
INCREASED
Shares4,216 from 4,173
Change+43 (+1%)
Value$259.1K (-$21.9K)
Filed 2026-10-19
Independent Financial Group, LLC
NEW
Shares3,691
Change+3,691
Value$226.8K
Filed 2026-10-13
Deutsche Bank Ag\
DECREASED
Shares1,993 from 2,322
Change-329 (-14%)
Value$122.5K (-$33.9K)
Filed 2026-11-06
Copeland Capital Management, LLC
INCREASED
Shares1,335 from 1,331
Change+4 (+0%)
Value$82.0K (-$7.6K)
Filed 2026-10-13
Adirondack Trust Co
UNCHANGED
Shares1,333 from 1,333
Change0 (0%)
Value$81.9K (-$7.9K)
Filed 2026-10-14
Citigroup Inc
DECREASED
Shares1,074 from 1,095
Change-21 (-2%)
Value$66.0K (-$7.7K)
Filed 2026-11-04
Barclays PLC
INCREASED
Shares933 from 536
Change+397 (+74%)
Value$57.3K (+$21.2K)
Filed 2026-11-06
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$56.9K (-$5.4K)
Filed 2026-10-13
Police & Firemen's Retirement System of New Jersey
UNCHANGED
Shares703 from 703
Change0 (0%)
Value$43.2K (-$4.1K)
Filed 2026-11-09
Flagship Wealth Advisors, LLC
UNCHANGED
Shares494 from 494
Change0 (0%)
Value$30.4K (-$2.9K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
INCREASED
Shares411 from 400
Change+11 (+3%)
Value$25.3K (-$1.7K)
Filed 2026-11-06
Laurel Wealth Advisors LLC
NEW
Shares200
Change+200
Value$12.3K
Filed 2026-10-27
FMR LLC
INCREASED
Shares124 from 98
Change+26 (+27%)
Value$7.6K (+$1.0K)
Filed 2026-11-10
Global Retirement Partners, LLC
INCREASED
Shares117 from 109
Change+8 (+7%)
Value$7.2K (-$125)
Filed 2026-11-10
Gamma Investing LLC
NEW
Shares105
Change+105
Value$6.5K
Filed 2026-10-08
Sterling Capital Management LLC
INCREASED
Shares76 from 8
Change+68 (+850%)
Value$4.7K (+$4.1K)
Filed 2026-10-22
Toth Financial Advisory Corp
INCREASED
Shares35 from 15
Change+20 (+133%)
Value$2.2K (+$1.1K)
Filed 2026-10-08
SJS Investment Consulting Inc.
INCREASED
Shares21 from 10
Change+11 (+110%)
Value$1.3K (+$619)
Filed 2026-10-26
SBI Securities Co., Ltd.
INCREASED
Shares11 from 6
Change+5 (+83%)
Value$676 (+$272)
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares10
Change+10
Value$614
Filed 2026-11-03
Covestor Ltd
NEW
Shares10
Change+10
Value$1
Filed 2026-10-30
Farther Finance Advisors, LLC
NEW
Shares10
Change+10
Value$615
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares3
Change+3
Value$184
Filed 2026-10-21
Rothschild Investment LLC
NEW
Shares2
Change+2
Value$123
Filed 2026-11-10
EverSource Wealth Advisors, LLC
NEW
Shares1
Change+1
Value$61
Filed 2026-11-04
SummerHaven Investment Management, LLC
CLOSED
Shares0 from 16,017
Change-16,017 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 13,302
Change-13,302 (-100%)
Value$0 (-$896.0K)
Filed 2026-11-02
Edgemoor Investment Advisors, Inc.
CLOSED
Shares0 from 3,104
Change-3,104 (-100%)
Value$0 (-$209.1K)
Filed 2026-11-03
US Bancorp \de\
CLOSED
Shares0 from 283
Change-283 (-100%)
Value$0 (-$19.1K)
Filed 2026-11-05
Archer Investment Corp
CLOSED
Shares0 from 135
Change-135 (-100%)
Value$0 (-$9.1K)
Filed 2026-11-05
BlackRock, Inc.
N/A
Shares— from 115,929
Change-115,929 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 98,005
Change-98,005 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 92,712
Change-92,712 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 71,928
Change-71,928 (-100%)
Value—
De Lisle Partners LLP
N/A
Shares— from 56,247
Change-56,247 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 38,064
Change-38,064 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 34,370
Change-34,370 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 25,151
Change-25,151 (-100%)
Value—
State Street Corp
N/A
Shares— from 25,093
Change-25,093 (-100%)
Value—
Informed Momentum Co LLC
N/A
Shares— from 19,700
Change-19,700 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 17,466
Change-17,466 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 17,369
Change-17,369 (-100%)
Value—
Steel Partners Holdings L.P.
N/A
Shares— from 16,627
Change-16,627 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 16,221
Change-16,221 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 16,170
Change-16,170 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 13,853
Change-13,853 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 12,491
Change-12,491 (-100%)
Value—
Man Group plc
N/A
Shares— from 12,349
Change-12,349 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 8,387
Change-8,387 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 7,383
Change-7,383 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 6,999
Change-6,999 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 5,628
Change-5,628 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,618
Change-5,618 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 5,490
Change-5,490 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 4,656
Change-4,656 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 4,608
Change-4,608 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 4,154
Change-4,154 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,007
Change-4,007 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 963
Change-963 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 625
Change-625 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 563
Change-563 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 527
Change-527 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 520
Change-520 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 519
Change-519 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 483
Change-483 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 265
Change-265 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 226
Change-226 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 211
Change-211 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 129
Change-129 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 40
Change-40 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED92,90890,994+1,914+2%$6.1M$5.7M-$417.1K2026-11-04
Geode Capital Management, LLC
DECREASED54,89355,582-689-1%$3.7M$3.4M-$369.8K2026-11-06
Bank of New York Mellon Corp
INCREASED20,25320,031+222+1%$1.3M$1.2M-$104.4K2026-11-05
Ritholtz Wealth Management
DECREASED19,35026,386-7,036-27%$1.8M$1.2M-$587.9K2026-11-05
Sidoxia Capital Management, LLC
INCREASED19,13718,817+320+2%$1.3M$1.2M-$91.1K2026-10-28
Naples Global Advisors, LLC
INCREASED16,27915,274+1,005+7%$1.0M$1.0M-$28.2K2026-11-05
Victory Capital Management Inc
NEW13,365—+13,365——$821.4K—2026-11-10
Sage Investment Advisers LLC
INCREASED12,24912,244+5+0%$824.7K$752.8K-$71.8K2026-10-21
Russell Investments Group, Ltd.
INCREASED10,640185+10,455+5651%$12.5K$653.9K+$641.5K2026-11-06
Flagship Harbor Advisors, LLC
UNCHANGED9,5929,59200%$646.0K$589.5K-$56.5K2026-10-26
Pekin Hardy Strauss, Inc.
NEW8,230—+8,230——$505.8K—2026-11-02
Nuveen, LLC
INCREASED5,6645,274+390+7%$355.2K$348.1K-$7.1K2026-11-10
GC Wealth Management RIA, LLC
UNCHANGED4,9614,96100%$334.1K$304.9K-$29.2K2026-11-02
BankChampaign, National Association
INCREASED4,2164,173+43+1%$281.1K$259.1K-$21.9K2026-10-19
Independent Financial Group, LLC
NEW3,691—+3,691——$226.8K—2026-10-13
Deutsche Bank Ag\
DECREASED1,9932,322-329-14%$156.4K$122.5K-$33.9K2026-11-06
Copeland Capital Management, LLC
INCREASED1,3351,331+4+0%$89.6K$82.0K-$7.6K2026-10-13
Adirondack Trust Co
UNCHANGED1,3331,33300%$89.8K$81.9K-$7.9K2026-10-14
Citigroup Inc
DECREASED1,0741,095-21-2%$73.7K$66.0K-$7.7K2026-11-04
Barclays PLC
INCREASED933536+397+74%$36.1K$57.3K+$21.2K2026-11-06
Beacon Investment Advisory Services, Inc.
UNCHANGED92592500%$62.3K$56.9K-$5.4K2026-10-13
Police & Firemen's Retirement System of New Jersey
UNCHANGED70370300%$47.3K$43.2K-$4.1K2026-11-09
Flagship Wealth Advisors, LLC
UNCHANGED49449400%$33.3K$30.4K-$2.9K2026-11-03
PNC Financial Services Group, Inc.
INCREASED411400+11+3%$26.9K$25.3K-$1.7K2026-11-06
Laurel Wealth Advisors LLC
NEW200—+200——$12.3K—2026-10-27
FMR LLC
INCREASED12498+26+27%$6.6K$7.6K+$1.0K2026-11-10
Global Retirement Partners, LLC
INCREASED117109+8+7%$7.3K$7.2K-$1252026-11-10
Gamma Investing LLC
NEW105—+105——$6.5K—2026-10-08
Sterling Capital Management LLC
INCREASED768+68+850%$539$4.7K+$4.1K2026-10-22
Toth Financial Advisory Corp
INCREASED3515+20+133%$1.0K$2.2K+$1.1K2026-10-08
SJS Investment Consulting Inc.
INCREASED2110+11+110%$684$1.3K+$6192026-10-26
SBI Securities Co., Ltd.
INCREASED116+5+83%$404$676+$2722026-10-22
Ascentis Independent Advisors
NEW10—+10——$614—2026-11-03
Covestor Ltd
NEW10—+10——$1—2026-10-30
Farther Finance Advisors, LLC
NEW10—+10——$615—2026-10-08
Root Financial Partners, LLC
NEW3—+3——$184—2026-10-21
Rothschild Investment LLC
NEW2—+2——$123—2026-11-10
EverSource Wealth Advisors, LLC
NEW1—+1——$61—2026-11-04
SummerHaven Investment Management, LLC
CLOSED016,017-16,017-100%$1.1M$0-$1.1M2026-10-19
Cambridge Investment Research Advisors, Inc.
CLOSED013,302-13,302-100%$896.0K$0-$896.0K2026-11-02
Edgemoor Investment Advisors, Inc.
CLOSED03,104-3,104-100%$209.1K$0-$209.1K2026-11-03
US Bancorp \de\
CLOSED0283-283-100%$19.1K$0-$19.1K2026-11-05
Archer Investment Corp
CLOSED0135-135-100%$9.1K$0-$9.1K2026-11-05
BlackRock, Inc.
N/A—115,929-115,929-100%$7.8M———
Vanguard Capital Management LLC
N/A—98,005-98,005-100%$6.6M———
Renaissance Technologies LLC
N/A—92,712-92,712-100%$6.2M———
American Century Companies Inc
N/A—71,928-71,928-100%$4.8M———
De Lisle Partners LLP
N/A—56,247-56,247-100%$3.8M———
Arrowstreet Capital, Limited Partnership
N/A—38,064-38,064-100%$2.6M———
O'shaughnessy Asset Management, LLC
N/A—34,370-34,370-100%$2.3M———
Two Sigma Investments, LP
N/A—25,151-25,151-100%$1.7M———
State Street Corp
N/A—25,093-25,093-100%$1.7M———
Informed Momentum Co LLC
N/A—19,700-19,700-100%$1.3M———
Northern Trust Corp
N/A—17,466-17,466-100%$1.2M———
Wells Fargo & Company
N/A—17,369-17,369-100%$1.2M———
Steel Partners Holdings L.P.
N/A—16,627-16,627-100%$1.1M———
Vanguard Fiduciary Trust Co
N/A—16,221-16,221-100%$1.1M———
Vanguard Portfolio Management LLC
N/A—16,170-16,170-100%$1.1M———
SEI Investments Co
N/A—13,853-13,853-100%$933.0K———
Morgan Stanley
N/A—12,491-12,491-100%$841.3K———
Man Group plc
N/A—12,349-12,349-100%$831.7K———
Morgan Dempsey Capital Management LLC
N/A—8,387-8,387-100%$567.7K———
First Trust Advisors LP
N/A—7,383-7,383-100%$497.2K———
Lazard Asset Management LLC
N/A—6,999-6,999-100%$471.4K———
Charles Schwab Investment Management Inc
N/A—5,628-5,628-100%$379.0K———
Osaic Holdings, Inc.
N/A—5,618-5,618-100%$378.4K———
XTX Topco Ltd
N/A—5,490-5,490-100%$369.8K———
Panagora Asset Management Inc
N/A—4,656-4,656-100%$313.6K———
Bridgeway Capital Management, LLC
N/A—4,608-4,608-100%$310.3K———
Tidal Investments LLC
N/A—4,154-4,154-100%$279.8K———
UBS Group AG
N/A—4,007-4,007-100%$269.9K———
Vident Advisory, LLC
N/A—3,191-3,191-100%$214.9K———
Rhumbline Advisers
N/A—1,660-1,660-100%$111.8K———
New York State Common Retirement Fund
N/A—1,600-1,600-100%$107.8K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,069-1,069-100%$72.0K———
JPMorgan Chase & Co
N/A—963-963-100%$64.0K———
Vanguard Global Advisers, LLC
N/A—625-625-100%$42.1K———
BNP Paribas Financial Markets
N/A—563-563-100%$37.9K———
Rockefeller Capital Management L.P.
N/A—527-527-100%$35.5K———
Arax Advisory Partners
N/A—520-520-100%$35.0K———
Royal Bank of Canada
N/A—519-519-100%$35.0K———
Jones Financial Companies Lllp
N/A—483-483-100%$32.4K———
Broadwater Capital Management LLC
N/A—400-400-100%$26.9K———
Lavaca Capital LLC
N/A—267-267-100%$18.0K———
Regatta Research & Money Management
N/A—265-265-100%$17.8K———
Legal & General Group Plc
N/A—226-226-100%$15.2K———
Ameritas Investment Partners, Inc.
N/A—211-211-100%$14.2K———
Tower Research Capital LLC (TRC)
N/A—129-129-100%$8.7K———
Federation des caisses Desjardins du Quebec
N/A—40-40-100%$2.7K———
Showing 89 of 89 institutions