SPX Ownership | Who Owns SPX?
SPX Ownership Summary
SPX is owned by 87.28% institutional investors, 4.19% insiders, and 8.53% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.64% of SPXC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.13% of its assets in SPX shares.
SPXC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SPX | 87.28% | 4.19% | 8.53% |
| Sector | Industrials Stocks | 50.81% | 11.74% | 37.45% |
| Industry | Industrial Machinery Stocks | 57.70% | 9.34% | 32.96% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 7.24M | 15.64% | $1.05B |
| Blackrock | 6.97M | 15.20% | $990.10M |
| Vanguard group | 5.03M | 10.87% | $732.15M |
| State street | 1.71M | 3.73% | $242.75M |
| Neuberger berman group | 1.58M | 3.41% | $230.06M |
| T. rowe price investment management | 1.20M | 2.58% | $174.00M |
| Invesco | 1.15M | 2.49% | $167.46M |
| Geode capital management | 1.03M | 2.23% | $150.41M |
| Earnest partners | 1.03M | 2.21% | $149.22M |
| Ameriprise financial | 940.72K | 2.03% | $136.89M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Corsair capital management | 142.00 | 19.46% | $120.02M |
| Sandhill capital partners | 286.00K | 3.26% | $41.62M |
| Port capital | 374.25K | 2.49% | $54.46M |
| Schwerin boyle capital management | 156.90K | 2.34% | $22.83M |
| Conestoga capital advisors | 787.79K | 1.52% | $114.64M |
| Channing capital management | 307.06K | 1.19% | $44.68M |
| Geneva capital management | 447.18K | 1.13% | $65.07M |
| Emerald advisers | 130.56K | 0.74% | $19.00M |
| Emerald mutual fund advisers trust | 82.75K | 0.73% | $12.04M |
| Earnest partners | 1.03M | 0.67% | $149.22M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 639.35K | 0.01% | 639.35K |
| Blackrock funding, inc. /de | 7.24M | 0.02% | 240.37K |
| Raymond james financial | 222.22K | 0.01% | 222.22K |
| First trust advisors lp | 553.32K | 0.07% | 195.15K |
| Conestoga capital advisors | 787.79K | 1.52% | 160.53K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Segall bryant & hamill | 47.30K | 0.09% | -242.19K |
| Mirae asset global investments | - | - | -219.13K |
| Hood river capital management | - | - | -215.80K |
| Public employees retirement association of colorado | 5.52K | 0.00% | -206.59K |
| Select equity group | - | - | -175.21K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 639.35K | 0.01% | 639.35K | $93.04M |
| Raymond james financial | 222.22K | 0.01% | 222.22K | $32.34M |
| Westfield capital management co lp | 126.04K | 0.08% | 126.04K | $18.34M |
| Wealthfront advisers | 19.87K | 0.00% | 19.87K | $285.69K |
| Qube research | 13.68K | 0.00% | 13.68K | $1.99M |
Sold Out
| Holder | Change |
|---|---|
| Coppell advisory solutions | -1.00 |
| Tfo-tdc | -2.00 |
| Mendota financial group | -2.00 |
| Claris advisors, llc / mo / | -3.00 |
| Planned solutions | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 342 | -10.94% | 40,417,265 | -4.81% | 87 | 1.04% | 167 | -8.74% | 119 | -11.85% |
| 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 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.87M | 6.13% | 1.62K |
| Vanguard US Total Market Shares ETF | 1.40M | 3.02% | 1.19K |
| Vanguard Total Stock Mkt Idx Inv | 1.39M | 3.01% | 856.00 |
| iShares Russell 2000 ETF | 1.19M | 2.53% | -10.29K |
| Vanguard Small Cap Index | 1.12M | 2.42% | 924.00 |
| Neuberger Berman Genesis Inv | 979.71K | 2.11% | -18.16K |
| T. Rowe Price Integrated US SmCapGrEq | 755.04K | 1.63% | 377.52K |
| Vanguard Institutional Extnd Mkt Idx Tr | 703.53K | 1.52% | 2.73K |
| Vanguard Small Cap Growth Index Inv | 631.59K | 1.36% | -3.59K |
| Invesco OFI Small Cap Growth | 483.06K | 1.04% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 28, 2025 | Lowe Eugene Joseph III | PRESIDENT AND CEO | Sell | $5.99M |
| Feb 28, 2025 | Lowe Eugene Joseph III | PRESIDENT AND CEO | Sell | $7.25M |
| 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 | $630.17K |
| Jun 24, 2024 | Data J Randall | PRES., HEATING AND GLOBAL OPER | Sell | $579.36 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 2 |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 4 |
| 2024 Q1 | - | 11 |
SPXC Ownership FAQ
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