Spire Ownership | Who Owns Spire?

Overview Forecast RevenueFinancials Chart Transcripts

Spire Ownership Summary

Spire is owned by 86.25% institutional investors, 2.70% insiders, and 11.05% retail investors. Regent peak wealth advisors is the largest institutional shareholder, holding 0.25% of SR shares. FullerThaler Behavioral Small-Cap Value is the top mutual fund, with 5.18% of its assets in Spire shares.

SR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Spire	86.25%	2.70%	11.05%
Sector	Utilities Stocks	61.10%	5.42%	33.48%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Regent peak wealth advisors	139.72K	0.25%	$9.48M
Assenagon asset management	122.03K	0.22%	$8.28M
Exchange traded concepts	121.70K	0.22%	$8.26M
Hennessy advisors	63.64K	0.11%	$4.32M
Wedge capital management l l p/nc	47.78K	0.09%	$3.24M
Kingsview wealth management	46.18K	0.08%	$3.13M
Harbor capital advisors	24.91K	0.04%	$1.69M
Kavar capital partners group	24.45K	0.04%	$1.66M
Van eck associates	16.29K	0.03%	$1.10M
Louisiana state employees retirement system	16.00K	0.03%	$1.09M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Regent peak wealth advisors	139.72K	2.13%	$9.48M
Bank & trust	8.79K	0.50%	$596.23K
Kavar capital partners group	24.45K	0.28%	$1.66M
Canal insurance	15.69K	0.28%	$1.06M
Exchange traded concepts	121.70K	0.16%	$8.26M
Legato capital management	15.63K	0.14%	$1.06M
Hennessy advisors	63.64K	0.13%	$4.32M
Dupree financial group	3.39K	0.11%	$230.01K
Mbm wealth consultants	4.44K	0.09%	$303.94K
Harbor capital advisors	24.91K	0.07%	$1.69M

Top Buyers

Holder	Shares	% Assets	Change
Assenagon asset management	122.03K	0.01%	122.03K
Wedge capital management l l p/nc	47.78K	0.06%	47.78K
Kingsview wealth management	46.18K	0.06%	46.18K
Mutual advisors	13.70K	0.03%	3.84K
C2p capital advisory group, llc d.b.a. prosperity capital advisors	3.00K	0.03%	3.00K

Top Sellers

Holder	Shares	% Assets	Change
Manning & napier advisors	-	-	-50.00K
Allspring global investments	-	-	-28.02K
Entropy technologies, lp	-	-	-15.64K
Legato capital management	15.63K	0.14%	-9.12K
Pacer advisors	8.61K	0.00%	-5.86K

New Positions

Holder	Shares	% Assets	Change	Value
Wedge capital management l l p/nc	47.78K	0.06%	47.78K	$3.24M
Kingsview wealth management	46.18K	0.06%	46.18K	$3.13M
C2p capital advisory group, llc d.b.a. prosperity capital advisors	3.00K	0.03%	3.00K	$395.55K
Golden state wealth management	394.00	0.00%	394.00	$26.73K
Skopos labs	45.00	0.00%	45.00	$3.05K

Sold Out

Holder	Change
Householder group estate & retirement specialist	-21.00
Nbc securities	-40.00
Waldron private wealth	-42.00
Aspire private capital	-51.00
Uncommon cents investing	-2.13K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	308	4.41%	49,766,383	0.30%	86	1.09%	158	-1.25%	98	20.99%
Jun 30, 2024	295	5.36%	49,619,232	2.20%	88	1.17%	160	16.79%	81	-13.83%
Mar 31, 2024	280	-0.36%	48,551,602	0.26%	87	1.06%	137	-1.44%	94	4.44%
Dec 31, 2023	281	1.44%	48,423,710	-0.36%	90	1.06%	139	6.92%	90	-14.29%
Sep 30, 2023	277	-2.81%	48,596,859	4.64%	92	1.18%	130	-8.45%	105	5.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
FullerThaler Behavioral Small-Cap Value	3.00M	5.18%	-50.24K
Undiscovered Managers Behavioral Val L	2.88M	4.99%	-
iShares Core S&P Mid-Cap ETF	1.88M	3.25%	6.26K
Vanguard Total Stock Mkt Idx Inv	1.69M	2.92%	1.91K
iShares Russell 2000 ETF	1.55M	2.67%	-5.92K
American Century Equity Income Inv	1.42M	2.46%	-78.75K
American Century US Value Yield Eq Tr 2	1.42M	2.46%	-78.75K
Vanguard Small Cap Index	1.40M	2.42%	13.36K
American Century Mid Cap Value Inv	1.30M	2.25%	17.63K
American Century U.S. Mid Cap Value	1.30M	2.25%	17.63K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 13, 2024	Hampton Joseph B.	President, AL & MS	Sell	$99.52K
Dec 16, 2019	Hampton Joseph B.	President, AL & MS	Sell	$87.48K
Dec 13, 2024	Woodard Adam W.	Treasurer	Sell	$77.59K
Dec 02, 2024	KOONCE PAUL D	-	Buy	$73.61K
Aug 22, 2024	Gorla Gerard J.	VP, Chief HR Officer	Sell	$32.41K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	1	-
2024 Q3	1	2
2024 Q2	1	-
2024 Q1	1	2
2023 Q4	1	-

SR Ownership FAQ

Who owns the most shares of Spire?

Spire’s largest shareholders are Regent peak wealth advisors (139.72K shares, 0.25%), Assenagon asset management (122.03K shares, 0.22%), and Exchange traded concepts (121.7K shares, 0.22%). Together, they hold 0.68% of Spire’s total shares outstanding.

Does Blackrock own Spire?

BlackRock is not among the top 10 institutional shareholders of Spire.

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

Regent peak wealth advisors is Spire’s biggest shareholder by percentage of total assets invested, with 2.13% of its assets in 139.72K Spire shares, valued at 9.48M$.

Who is the top mutual fund holder of Spire shares?

FullerThaler Behavioral Small-Cap Value is the top mutual fund holder of Spire shares, with 5.18% of its total shares outstanding invested in 3M Spire shares.

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