ESP - Espey Mfg. & Electronics Corp. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (NYSEAM)

Espey Mfg. & Electronics Corp.
US ˙ NYSEAM ˙ US2966501049

Mga Batayang Estadistika
Pemilik Institusional 84 total, 84 long only, 0 short only, 0 long/short - change of 23.19% MRQ
Alokasi Portofolio Rata-rata 0.0264 % - change of 23.54% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 735,013 - 27.88% (ex 13D/G) - change of 0.11MM shares 16.70% MRQ
Nilai Institusional (Jangka Panjang) $ 32,428 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Espey Mfg. & Electronics Corp. (US:ESP) memiliki 84 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 735,013 saham. Pemegang saham terbesar meliputi Renaissance Technologies Llc, Dimensional Fund Advisors Lp, Vanguard Group Inc, Arrowstreet Capital, Limited Partnership, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, De Lisle Partners LLP, VEXMX - Vanguard Extended Market Index Fund Investor Shares, DFSCX - U.s. Micro Cap Portfolio - Institutional Class, Geode Capital Management, Llc, and LPL Financial LLC .

Struktur kepemilikan institusional Espey Mfg. & Electronics Corp. (NYSEAM:ESP) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.

The share price as of September 5, 2025 is 50.12 / share. Previously, on September 9, 2024, the share price was 23.88 / share. This represents an increase of 109.88% over that period.

ESP / Espey Mfg. & Electronics Corp. Institutional Ownership
Skor Sentimen Dana

Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.

Frekuensi Pembaruan: Setiap Hari

Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.

Rasio Put/Call Institusional

Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.

Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.

ESP / Espey Mfg. & Electronics Corp. Historical Put/Call Ratio
Pengajuan 13D/G

Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.

Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.

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Tanggal File Formulir Investor Sebelumnya
Saham
Terbaru
Saham
Δ Saham
(Persen)
Kepemilikan
(Persen)
Δ Pagmamay-ari
(Persen)
2025-01-22 13G/A Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust 674,446 597,127 -11.46 21.00 -16.00
2025-01-02 13G/A Kesselman Stanley 211,694 58,856 -72.20 2.11 -72.77
Pengajuan 13F dan NPORT

Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan untuk membuka data premium dan mengekspor ke Excel .

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 419 13
2025-06-26 NP DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,258 0.00 69 7.81
2025-07-22 13F Gsa Capital Partners Llp 4,656 0
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 1,100 0.00 34 6.45
2025-08-14 13F/A Perritt Capital Management Inc 5,000 -9.09 229 53.02
2025-08-12 13F Jpmorgan Chase & Co 9 0.00 0
2025-05-28 13F Ellsworth Advisors, LLC 0 -100.00 0
2025-07-21 13F Copeland Capital Management, LLC 2,380 16.32 109 96.36
2025-08-14 13F State Street Corp 11,843 5.71 541 78.55
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 1,671 0.00 51 8.51
2025-07-29 13F Morgan Dempsey Capital Management Llc 8,945 41.83 409 138.60
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 510 0.00 23 76.92
2025-08-04 13F Flagship Harbor Advisors, Llc 10,592 -36.16 484 7.56
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 326 0.00 10 11.11
2025-08-14 13F Citadel Advisors Llc 6,946 318
2025-06-26 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,996 63.07 61 79.41
2025-08-08 13F SBI Securities Co., Ltd. 6 500.00 0
2025-08-13 13F Northern Trust Corp 4,837 221
2025-08-14 13F Bank Of America Corp /de/ 1,232 356.30 56 700.00
2025-08-14 13F Royal Bank Of Canada 15,058 -3.41 688 62.65
2025-07-24 13F Us Bancorp \de\ 283 0.00 13 71.43
2025-08-13 13F EverSource Wealth Advisors, LLC 30 1
2025-07-10 13F Secure Asset Management, LLC 0 -100.00 0
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 610 0.00 19 5.88
2025-08-12 13F Archer Investment Corp 135 0.00 6 100.00
2025-08-14 13F Fmr Llc 68 423.08 3
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,771 0.00 175 37.01
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 15,944 3.54 490 11.87
2025-08-11 13F Vanguard Group Inc 89,744 11.08 4,102 87.22
2025-08-13 13F De Lisle Partners LLP 50,023 0.00 2,276 68.39
2025-08-14 13F First Financial Bankshares Inc 4,604 210
2025-08-07 13F Allworth Financial LP 100 0.00 5 33.33
2025-08-11 13F Lsv Asset Management 3,500 -60.23 0
2025-07-15 13F SJS Investment Consulting Inc. 25 1
2025-07-18 13F Naples Global Advisors, Llc 6,227 285
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 611 0.00 19 5.88
2025-04-23 13F Spire Wealth Management 0 -100.00 0
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 14,690 -5.77 671 59.00
2025-08-05 13F GPS Wealth Strategies Group, LLC 212 0.00 10 80.00
2025-08-14 13F GWM Advisors LLC 260 12
2025-08-11 13F Principal Securities, Inc. 45 2,150.00 2
2025-08-14 13F UBS Group AG 860 -85.10 39 -75.00
2025-08-14 13F Wells Fargo & Company/mn 20,221 -5.38 924 59.59
2025-08-13 13F Marshall Wace, Llp 12,928 591
2025-08-26 NP BRSIX - Ultra-Small Company Market Fund Class N 4,608 0.00 211 68.00
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13,982 5.62 512 43.94
2025-07-11 13F Adirondack Trust Co 1,333 -38.54 61 3.45
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,443 5.55 126 44.83
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 5,208 0.00 160 8.11
2025-09-04 13F/A Advisor Group Holdings, Inc. 8,654 25.42 396 111.23
2025-08-15 13F Morgan Stanley 5,606 54.95 256 161.22
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 33,653 28.28 1,538 116.32
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 439 0.00 14 8.33
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,231 206.98 56 833.33
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 4,624 219
2025-08-08 13F Geode Capital Management, Llc 26,177 -1.53 1,197 66.02
2025-08-13 13F Arrowstreet Capital, Limited Partnership 61,879 0.00 2,828 68.53
2025-08-12 13F American Century Companies Inc 11,234 27.38 514 114.64
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,085 0.00 33 10.00
2025-08-12 13F EAM Investors, LLC 20,124 920
2025-08-15 13F Tower Research Capital LLC (TRC) 194 -17.45 9 33.33
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,698 25.01 215 111.88
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 3,249 0.00 100 7.61
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 53,450 0.56 2,443 69.54
2025-06-26 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,614 0.00 142 7.63
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 431 75.20 20 216.67
2025-08-12 13F Heron Bay Capital Management 5,996 274
2025-08-13 13F Renaissance Technologies Llc 107,112 1.29 4,896 70.71
2025-08-28 NP JAFEX - Total Stock Market Index Trust NAV 0 -100.00 0 -100.00
2025-08-07 13F Flagship Wealth Advisors, Llc 494 0.00 23 69.23
2025-03-19 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 0 -100.00 0 -100.00
2025-08-12 13F O'shaughnessy Asset Management, Llc 5,372 246
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 661 0.00 24 41.18
2025-08-12 13F BlackRock, Inc. 9,287 127.96 425 285.45
2025-08-14 13F Lazard Asset Management Llc 0 -100.00 0
2025-06-03 NP PRCGX - Perritt MicroCap Opportunities Fund Investor Class 5,500 0.00 169 8.33
2025-08-12 13F Hillsdale Investment Management Inc. 7,300 15.87 334 95.88
2025-08-12 13F Dimensional Fund Advisors Lp 102,522 -1.27 4,686 66.35
2025-08-14 13F Bridgeway Capital Management Inc 4,608 211
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 4 0.00 0
2025-08-12 13F LPL Financial LLC 24,769 1,132
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,158 0.00 299 36.70
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,095 0.00 249 8.26
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 4,438 0
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 3,687 0.00 113 8.65
2025-06-26 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31,294 -5.13 963 2.45
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,746 8.35 454 17.05
2025-08-12 13F Proequities, Inc. 0 0
2025-06-26 NP DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,489 0.00 46 7.14
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