SPX Ownership | Who Owns SPX?

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SPX Ownership Summary

SPX is owned by 93.02% institutional investors, 3.71% insiders, and 3.26% retail investors. Blackrock is the largest institutional shareholder, holding 15.20% of SPXC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.35% of its assets in SPX shares.

SPXC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	SPX	93.02%	3.71%	3.26%
Sector	Industrials Stocks	61.06%	10.27%	28.67%
Industry	Industrial Machinery Stocks	75.33%	6.55%	18.12%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	6.97M	15.20%	$990.10M
Vanguard group	4.98M	10.87%	$708.07M
State street	1.71M	3.73%	$242.75M
T. rowe price investment management	1.58M	3.46%	$225.24M
Neuberger berman group	1.58M	3.46%	$225.07M
Ameriprise financial	1.26M	2.75%	$179.40M
Dimensional fund advisors lp	1.09M	2.39%	$155.52M
Earnest partners	1.07M	2.33%	$151.58M
Geode capital management	1.02M	2.24%	$145.71M
Alliancebernstein	903.16K	1.97%	$128.38M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Corsair capital management	142.00	19.46%	$120.02M
Schwerin boyle capital management	231.96K	3.46%	$32.97M
Sandhill capital partners	310.39K	3.38%	$44.12M
Port capital	319.06K	2.27%	$45.35M
Channing capital management	571.96K	2.23%	$81.30M
Lisanti capital growth	46.03K	1.57%	$6.54M
Eam global investors	43.09K	1.38%	$6.12M
Segall bryant & hamill	480.44K	1.21%	$68.29M
Geneva capital management	452.70K	1.17%	$64.35M
Mesirow institutional investment management	73.03K	0.91%	$10.38M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	555.78K	0.01%	555.78K
Invesco	820.79K	0.02%	551.02K
Conestoga capital advisors	359.30K	0.77%	359.30K
Mirae asset global etfs	313.29K	0.11%	313.29K
Sandhill capital partners	310.39K	3.38%	310.39K

Top Sellers

Holder	Shares	% Assets	Change
T. rowe price investment management	1.58M	0.14%	-826.93K
Mirae asset global investments	-	-	-219.13K
Public employees retirement association of colorado	5.52K	0.00%	-206.59K
Vanguard group	4.98M	0.01%	-192.48K
Ameriprise financial	1.26M	0.05%	-174.69K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	555.78K	0.01%	555.78K	$79.00M
Conestoga capital advisors	359.30K	0.77%	359.30K	$51.07M
Mirae asset global etfs	313.29K	0.11%	313.29K	$44.53M
Sandhill capital partners	310.39K	3.38%	310.39K	$44.12M
Select equity group	175.21K	0.10%	175.21K	$24.90M

Sold Out

Holder	Change
Tfo-tdc	-2.00
Nelson, van denburg & campbell wealth management group	-9.00
Systm wealth solutions	-12.00
Stone house investment management	-56.00
Truvestments capital	-94.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	345	2.68%	42,630,991	1.16%	93	1.10%	171	14.00%	121	-7.63%
Mar 31, 2024	336	15.86%	42,143,568	-0.16%	91	1.08%	150	19.05%	131	19.09%
Dec 31, 2023	290	1.40%	42,212,832	2.57%	92	1.14%	126	7.69%	110	-
Sep 30, 2023	286	-3.05%	41,156,597	-0.36%	90	1.10%	117	-19.31%	110	5.77%
Jun 30, 2023	295	21.40%	41,303,771	-0.67%	90	1.08%	145	31.82%	104	35.06%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	2.95M	6.35%	2.51K
Vanguard Total Stock Mkt Idx Inv	1.40M	3.03%	1.19K
iShares Russell 2000 ETF	1.16M	2.51%	-2.62K
Vanguard Small Cap Index	1.10M	2.37%	-9.88K
Neuberger Berman Genesis Inv	997.87K	2.16%	-37.81K
Vanguard Institutional Extnd Mkt Idx Tr	693.69K	1.50%	-11.38K
Vanguard Small Cap Growth Index Inv	607.33K	1.31%	300.08K
American Funds SMALLCAP World A	537.47K	1.16%	-19.30K
Invesco OFI Small Cap Growth	483.06K	1.04%	10.39K
Invesco Discovery A	483.06K	1.04%	10.39K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 24, 2024	Data J Randall	PRES., HEATING AND GLOBAL OPER	Sell	$270.12K
Jun 24, 2024	Data J Randall	PRES., HEATING AND GLOBAL OPER	Sell	$4.77M
Jun 24, 2024	Data J Randall	PRES., HEATING AND GLOBAL OPER	Sell	$579.36
Jun 24, 2024	Data J Randall	PRES., HEATING AND GLOBAL OPER	Sell	$630.17K
Mar 20, 2024	Swann John William III	PRES., DETECTION & MEASUREMENT	Sell	$2.50M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	4
2024 Q1	-	11
2023 Q4	-	-

SPXC Ownership FAQ

Who Owns SPX?

SPX shareholders are primarily institutional investors at 93.02%, followed by 3.71% insiders and 3.27% retail investors. The average institutional ownership in SPX's industry, Industrial Machinery Stocks, is 75.33%, which SPX exceeds.

Who owns the most shares of SPX?

SPX’s largest shareholders are Blackrock (6.97M shares, 15.20%), Vanguard group (4.98M shares, 10.87%), and State street (1.71M shares, 3.73%). Together, they hold 29.80% of SPX’s total shares outstanding.

Does Blackrock own SPX?

Yes, BlackRock owns 15.20% of SPX, totaling 6.97M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 990.1M$. In the last quarter, BlackRock increased its holdings by 12.34K shares, a 0.18% change.

Who is SPX’s biggest shareholder by percentage of total assets invested?

Corsair capital management is SPX’s biggest shareholder by percentage of total assets invested, with 19.46% of its assets in 142 SPX shares, valued at 120.02M$.

Who is the top mutual fund holder of SPX shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of SPX shares, with 6.35% of its total shares outstanding invested in 2.95M SPX shares.

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