SPX Ownership | Who Owns SPX?
SPX Ownership Summary
SPX is owned by 15.64% institutional investors, 3.11% insiders, and 81.25% retail investors. Blackrock is the largest institutional shareholder, holding 15.20% 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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SPX | 15.64% | 3.11% | 81.25% |
| Sector | Industrials Stocks | 49.61% | 15.69% | 34.70% |
| Industry | Industrial Machinery Stocks | 46.01% | 10.90% | 43.09% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 6.97M | 15.20% | $990.10M |
| Blackrock funding, inc. /de | 6.23M | 13.03% | $1.25B |
| Vanguard group | 5.05M | 10.49% | $1.01B |
| Capital investors | 2.89M | 6.05% | $578.48M |
| Invesco | 1.91M | 3.99% | $381.77M |
| State street | 1.78M | 3.73% | $356.47M |
| Capital world investors | 1.75M | 3.65% | $348.99M |
| First trust advisors lp | 1.36M | 2.85% | $272.49M |
| Geode capital management | 1.26M | 2.63% | $251.12M |
| Fmr | 982.78K | 2.05% | $196.50M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Palisades investment partners | 123.43K | 9.68% | $24.68M |
| Port capital | 460.29K | 4.09% | $92.03M |
| Highlander partners | 52.25K | 4.09% | $10.45M |
| R.p. boggs | 39.11K | 3.82% | $7.94M |
| Aperture investors | 127.78K | 3.23% | $25.55M |
| Sandhill capital partners | 177.22K | 3.05% | $35.43M |
| Schwerin boyle capital management | 119.95K | 3.04% | $23.98M |
| Gallo partners, lp | 20.99K | 2.93% | $3.92M |
| Corsair capital management | 97.66K | 2.90% | $19.53M |
| Conestoga capital advisors | 657.55K | 2.63% | $131.47M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | 2.89M | 0.14% | 1.36M |
| First trust advisors lp | 1.36M | 0.19% | 878.49K |
| Norges bank | 618.42K | 0.01% | 618.42K |
| Capital world investors | 1.75M | 0.05% | 388.53K |
| Vanguard fiduciary trust | 345.71K | 0.02% | 345.71K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Macquarie group | - | - | -859.86K |
| Jane street group | 2.33K | 0.00% | -432.53K |
| Price t rowe associates inc /md/ | 894.45K | 0.02% | -282.03K |
| Vanguard group | 5.05M | 0.01% | -247.80K |
| Mirae asset global investments | - | - | -219.13K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 618.42K | 0.01% | 618.42K | $123.72M |
| Vanguard fiduciary trust | 345.71K | 0.02% | 345.71K | $69.12M |
| Robeco schweiz | 71.71K | 0.30% | 71.71K | $14.34M |
| Zimmer partners, lp | 70.00K | 0.28% | 70.00K | $13.07M |
| Moore capital management, lp | 67.90K | 0.17% | 67.90K | $12.68M |
Sold Out
| Holder | Change |
|---|---|
| Wealthtrak capital management | -1.00 |
| Coppell advisory solutions | -1.00 |
| Dunhill financial | -1.00 |
| Kayne anderson rudnick investment management | -1.00 |
| Tfo-tdc | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 254 | -46.41% | 7,481,990 | -84.07% | 15 | 0.16% | 124 | -51.37% | 70 | -52.38% |
| Dec 31, 2025 | 174 | -61.07% | 9,014,739 | -80.69% | 18 | 0.19% | 88 | -65.35% | 50 | -59.35% |
| Sep 30, 2025 | 196 | -48.28% | 12,284,281 | -70.75% | 26 | 0.33% | 105 | -44.44% | 49 | -62.88% |
| Jun 30, 2025 | 379 | -5.96% | 44,073,116 | 3.57% | 94 | 1.12% | 189 | -10.00% | 134 | - |
| Mar 31, 2025 | 398 | 5.29% | 42,464,972 | -1.64% | 91 | 1.05% | 209 | 14.21% | 132 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.94M | 5.94% | - |
| iShares Core S&P Mid-Cap ETF | 1.68M | 3.36% | -848.00 |
| American Funds SMALLCAP World A | 1.66M | 3.30% | 298.71K |
| Vanguard Total Stock Mkt Idx Inv | 1.59M | 3.18% | 4.12K |
| Vanguard US Total Market Shares ETF | 1.40M | 3.02% | 1.19K |
| Capital Group Fundamental Invtrs Comp | 1.22M | 2.43% | 98.71K |
| American Funds Fundamental Invs A | 1.22M | 2.43% | 98.71K |
| Vanguard Small Cap Index | 1.15M | 2.30% | -2.46K |
| iShares Russell 2000 ETF | 1.13M | 2.27% | 9.54K |
| Neuberger Berman Genesis Inv | 820.15K | 1.76% | -67.44K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 02, 2026 | Lowe Eugene Joseph III | PRESIDENT AND CEO | Sell | $1.15M |
| Mar 02, 2026 | Lowe Eugene Joseph III | PRESIDENT AND CEO | Sell | $6.72M |
| Mar 02, 2026 | Lowe Eugene Joseph III | PRESIDENT AND CEO | Sell | $1.46M |
| Dec 11, 2025 | Data J Randall | PRES., HEATING AND GLOBAL OPER | Sell | $68.20K |
| Dec 11, 2025 | Data J Randall | PRES., HEATING AND GLOBAL OPER | Sell | $2.26M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | 3 |
| 2025 Q4 | - | 8 |
| 2025 Q3 | - | - |
| 2025 Q2 | - | 1 |
SPXC Ownership FAQ
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