SPX Ownership | Who Owns SPX?
SPX Ownership Summary
SPX is owned by 90.51% institutional investors, 3.71% insiders, and 5.78% 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 | 90.51% | 3.71% | 5.78% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
| Industry | Industrial Machinery Stocks | 76.77% | 7.61% | 15.61% |
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 |
| Principal financial group | - | - | -520.42K |
| 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 |
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 |
| Waratah capital advisors | 141.57K | 0.74% | 141.57K | $20.12M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -2.00 |
| Nelson, van denburg & campbell wealth management group | -9.00 |
| Systm wealth solutions | -12.00 |
| Innealta capital | -17.00 |
| Principal securities | -33.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 380 | 7.65% | 41,908,542 | -1.83% | 90 | 1.06% | 180 | 2.27% | 134 | 10.74% |
| 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% |
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 | 3.01% | -6.33K |
| iShares Russell 2000 ETF | 1.16M | 2.51% | -2.62K |
| Vanguard Small Cap Index | 1.10M | 2.38% | 2.15K |
| Neuberger Berman Genesis Inv | 997.87K | 2.16% | -37.81K |
| Vanguard Institutional Extnd Mkt Idx Tr | 689.55K | 1.49% | -4.14K |
| Vanguard Small Cap Growth Index Inv | 605.09K | 1.31% | -2.23K |
| 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
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