SPX Ownership | Who Owns SPX?

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SPX Ownership Summary

SPX is owned by 91.41% institutional investors, 3.52% insiders, and 5.07% 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 5.98% of its assets in SPX shares.

SPXC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	SPX	91.41%	3.52%	5.07%
Sector	Industrials Stocks	39.35%	12.62%	48.03%
Industry	Industrial Machinery Stocks	44.92%	9.15%	45.93%

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
Driehaus capital management	-	-	-267.25K
Segall bryant & hamill	47.30K	0.09%	-242.19K
Mirae asset global investments	-	-	-219.13K
Lord, abbett	-	-	-218.30K
Hood river capital management	-	-	-215.80K

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
Qube research	13.68K	0.00%	13.68K	$1.99M
Twinbeech capital lp	13.27K	0.03%	13.27K	$1.93M

Sold Out

Holder	Change
Coppell advisory solutions	-1.00
Mendota financial group	-2.00
Tfo-tdc	-2.00
Claris advisors, llc / mo /	-3.00
Creekmur asset management	-8.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2025	398	5.29%	42,464,972	-1.64%	91	1.05%	209	14.21%	132	-
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	2.79M	5.98%	-1.40K
Vanguard Total Stock Mkt Idx Inv	1.42M	3.04%	19.08K
Vanguard US Total Market Shares ETF	1.40M	3.02%	1.19K
iShares Russell 2000 ETF	1.15M	2.46%	564.00
Vanguard Small Cap Index	1.11M	2.37%	6.53K
Neuberger Berman Genesis Inv	887.59K	1.91%	-92.12K
Vanguard Institutional Extnd Mkt Idx Tr	717.11K	1.54%	2.98K
Vanguard Small Cap Growth Index Inv	615.82K	1.32%	-956.00
Invesco OFI Small Cap Growth	476.82K	1.03%	-6.24K
Invesco Discovery A	476.82K	1.02%	-6.24K

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 29, 2025	PUCKETT RICK D	-	Sell	$1.04M
Feb 28, 2025	Lowe Eugene Joseph III	PRESIDENT AND CEO	Sell	$7.25M
Feb 28, 2025	Lowe Eugene Joseph III	PRESIDENT AND CEO	Sell	$5.99M
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 Q2	-	1
2025 Q1	-	2
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	4

SPXC Ownership FAQ

Who Owns SPX?

SPX shareholders are primarily institutional investors at 91.41%, followed by 3.52% insiders and 5.07% retail investors. The average institutional ownership in SPX's industry, Industrial Machinery Stocks, is 44.92%, which SPX exceeds.

Who owns the most shares of SPX?

SPX’s largest shareholders are Blackrock funding, inc. /de (7.24M shares, 15.64%), Blackrock (6.97M shares, 15.20%), and Vanguard group (5.03M shares, 10.87%). Together, they hold 41.70% 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 5.98% of its total shares outstanding invested in 2.79M SPX shares.

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