Spire Ownership | Who Owns Spire?
Spire Ownership Summary
Spire is owned by 86.09% institutional investors, 2.70% insiders, and 11.21% retail investors. Blackrock is the largest institutional shareholder, holding 13.25% of SR shares. FullerThaler Behavioral Small-Cap Value is the top mutual fund, with 5.28% of its assets in Spire shares.
SR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Spire | 86.09% | 2.70% | 11.21% |
| Sector | Utilities Stocks | 60.46% | 6.54% | 33.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 7.39M | 13.25% | $449.05M |
| Vanguard group | 5.73M | 10.28% | $348.24M |
| Fuller & thaler asset management | 4.33M | 7.76% | $262.85M |
| American century companies | 4.11M | 7.36% | $249.35M |
| State street | 3.11M | 5.57% | $191.07M |
| Geode capital management | 1.31M | 2.35% | $79.79M |
| Macquarie group | 1.11M | 1.98% | $67.18M |
| Dimensional fund advisors lp | 944.39K | 1.69% | $57.35M |
| First trust advisors lp | 942.73K | 1.69% | $57.25M |
| Wellington management group llp | 799.78K | 1.43% | $48.57M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Dean capital management | 40.51K | 3.17% | $2.46M |
| Regent peak wealth advisors | 140.48K | 1.95% | $8.53M |
| Old republic | 523.00K | 1.29% | $31.76M |
| Fuller & thaler asset management | 4.33M | 1.13% | $262.85M |
| Dean investment associates | 109.46K | 0.94% | $6.65M |
| Mork capital management | 16.05K | 0.76% | $974.72K |
| Duff & phelps investment management | 776.34K | 0.60% | $47.15M |
| Callodine capital management, lp | 36.76K | 0.52% | $2.23M |
| Orion investment | 18.36K | 0.44% | $1.12M |
| Yaupon capital management lp | 112.89K | 0.35% | $6.86M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 698.13K | 0.01% | 698.13K |
| Blackrock | 7.39M | 0.01% | 328.83K |
| Morgan stanley | 724.41K | 0.00% | 317.69K |
| Exoduspoint capital management, lp | 205.33K | 0.09% | 191.91K |
| Brandywine global investment management | 285.02K | 0.13% | 153.68K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American century companies | 4.11M | 0.15% | -930.04K |
| Verition fund management | 6.68K | 0.00% | -197.09K |
| First trust advisors lp | 942.73K | 0.06% | -181.75K |
| Assenagon asset management | - | - | -162.19K |
| Cbre investment management listed real assets | - | - | -137.29K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 698.13K | 0.01% | 698.13K | $42.40M |
| Yaupon capital management lp | 112.89K | 0.35% | 112.89K | $6.86M |
| Corebridge financial | 101.70K | 0.03% | 101.70K | $6.18M |
| Lazard asset management | 39.44K | 0.00% | 39.44K | $2.39M |
| Manning & napier advisors | 36.76K | 0.03% | 36.76K | $2.23M |
Sold Out
| Holder | Change |
|---|---|
| Financial network wealth advisors | -13.00 |
| Spire wealth management | -14.00 |
| Cibc private wealth group | -15.00 |
| Johnson financial group | -17.00 |
| Sachetta | -19.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 304 | 3.05% | 49,673,436 | 0.11% | 86 | 1.09% | 155 | -3.13% | 97 | 19.75% |
| Jun 30, 2024 | 290 | 3.57% | 49,568,996 | 2.10% | 88 | 1.17% | 156 | 13.87% | 80 | -14.89% |
| Mar 31, 2024 | 280 | -0.36% | 48,551,602 | 0.26% | 87 | 1.06% | 137 | -1.44% | 94 | 4.44% |
| Dec 31, 2023 | 281 | 1.81% | 48,423,710 | 0.02% | 90 | 1.06% | 139 | 6.92% | 90 | -13.46% |
| Sep 30, 2023 | 276 | -3.16% | 48,415,297 | 4.25% | 92 | 1.18% | 130 | -8.45% | 104 | 4.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| FullerThaler Behavioral Small-Cap Value | 3.05M | 5.28% | -590.00 |
| Undiscovered Managers Behavioral Val L | 2.88M | 4.99% | -83.64K |
| iShares Core S&P Mid-Cap ETF | 1.82M | 3.15% | 992.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.69M | 2.93% | -6.58K |
| American Century Equity Income Inv | 1.50M | 2.59% | -164.54K |
| American Century US Value Yield Eq Tr 2 | 1.50M | 2.59% | -164.54K |
| iShares Russell 2000 ETF | 1.47M | 2.55% | -3.30K |
| Vanguard Small Cap Index | 1.38M | 2.38% | 2.70K |
| American Century U.S. Mid Cap Value | 1.29M | 2.23% | -24.76K |
| American Century Mid Cap Value Inv | 1.29M | 2.23% | -24.76K |
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
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