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SPX Ownership | Who Owns SPX?

OverviewForecastRevenueFinancialsChartTranscripts

SPX Ownership Summary

SPX is owned by 94.34% institutional investors, 3.31% insiders, and 2.35% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.56% of SPXC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.94% of its assets in SPX shares.

SPXC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSPX94.34%3.31%2.35%
SectorIndustrials Stocks 64.07%12.69%23.24%
IndustryIndustrial Machinery Stocks74.87%9.25%15.88%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de7.27M15.56%$1.22B
Blackrock6.97M15.20%$990.10M
Vanguard group5.03M10.87%$732.15M
State street1.71M3.73%$242.75M
Neuberger berman group1.58M3.41%$230.06M
Capital world investors1.36M2.90%$227.53M
Invesco1.15M2.49%$167.46M
Geode capital management1.03M2.23%$150.41M
Earnest partners1.03M2.21%$149.22M
Ameriprise financial940.72K2.03%$136.89M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Palisades investment partners111.01K8.14%$18.61M
Corsair capital management107.12K3.44%$17.96M
Sandhill capital partners286.00K3.26%$41.62M
Port capital455.61K3.25%$76.40M
Schwerin boyle capital management138.53K2.59%$23.23M
Conestoga capital advisors776.79K2.33%$145.09M
Channing capital management408.21K1.90%$68.45M
Geneva capital management472.75K1.33%$79.27M
Moody aldrich partners33.48K1.19%$6.25M
Emerald mutual fund advisers trust82.75K0.84%$13.88M

Top Buyers

HolderShares% AssetsChange
Capital world investors1.36M0.03%977.39K
Norges bank639.35K0.01%639.35K
First trust advisors lp553.32K0.07%195.15K
Franklin resources170.51K0.01%157.98K
Driehaus capital management147.17K0.20%147.17K

Top Sellers

HolderShares% AssetsChange
Segall bryant & hamill47.30K0.09%-242.19K
T. rowe price investment management419.79K0.04%-242.18K
Mirae asset global investments---219.13K
Lord, abbett---218.30K
Hood river capital management---215.80K

New Positions

HolderShares% AssetsChangeValue
Norges bank639.35K0.01%639.35K$93.04M
Fisher asset management118.18K0.01%118.18K$19.82M
Osterweis capital management48.66K0.39%48.66K$8.16M
Castleark management46.61K0.23%46.61K$7.82M
Susquehanna portfolio strategies30.56K0.11%30.56K$5.12M

Sold Out

HolderChange
Coppell advisory solutions-1.00
Kayne anderson rudnick investment management-1.00
Tfo-tdc-2.00
Mendota financial group-2.00
Claris advisors, llc / mo /-3.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2025379-5.96%44,073,1163.57%941.12%189-10.00%134-
Mar 31, 20253985.29%42,464,972-1.64%911.05%20914.21%132-
Dec 31, 2024342-10.94%40,417,265-4.81%871.04%167-8.74%119-11.85%
Sep 30, 20243807.65%41,908,542-1.83%901.06%1802.27%13410.74%
Jun 30, 20243452.68%42,630,9911.16%931.10%17114.00%121-7.63%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF2.94M5.94%-
Vanguard US Total Market Shares ETF1.40M3.02%1.19K
Vanguard Total Stock Mkt Idx Inv1.39M3.01%-29.40K
American Funds SMALLCAP World A1.36M2.91%977.39K
iShares Russell 2000 ETF1.15M2.33%-
Vanguard Small Cap Index1.08M2.32%-7.37K
Neuberger Berman Genesis Inv820.15K1.76%-67.44K
Vanguard Small Cap Growth Index Inv606.48K1.31%-1.44K
Vanguard Institutional Extnd Mkt Idx Tr502.15K1.08%-218.40K
Invesco OFI Small Cap Growth474.49K1.02%-2.33K

Recent Insider Transactions

DateNameRoleActivityValue
May 29, 2025PUCKETT RICK D-Sell$1.04M
Feb 28, 2025Lowe Eugene Joseph III PRESIDENT AND CEOSell$7.25M
Feb 28, 2025Lowe Eugene Joseph III PRESIDENT AND CEOSell$5.99M
Jun 24, 2024Data J Randall PRES., HEATING AND GLOBAL OPERSell$630.17K
Jun 24, 2024Data J Randall PRES., HEATING AND GLOBAL OPERSell$579.36

Insider Transactions Trends

DateBuySell
2025 Q4--
2025 Q3--
2025 Q2-1
2025 Q1-2
2024 Q4--

SPXC Ownership FAQ

Who Owns SPX?

SPX shareholders are primarily institutional investors at 94.34%, followed by 3.31% insiders and 2.35% retail investors. The average institutional ownership in SPX's industry, Industrial Machinery Stocks, is 74.87%, which SPX exceeds.

Who owns the most shares of SPX?

SPX’s largest shareholders are Blackrock funding, inc. /de (7.27M shares, 15.56%), Blackrock (6.97M shares, 15.20%), and Vanguard group (5.03M shares, 10.87%). Together, they hold 41.63% 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?

Palisades investment partners is SPX’s biggest shareholder by percentage of total assets invested, with 8.14% of its assets in 111.01K SPX shares, valued at 18.61M$.

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 5.94% of its total shares outstanding invested in 2.94M SPX shares.

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