SPX Ownership | Who Owns SPX?
SPX Ownership Summary
SPX is owned by 95.83% institutional investors, 3.06% insiders, and 1.10% 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 | 95.83% | 3.06% | 1.10% |
| Sector | Basic Materials Stocks | 58.82% | 12.62% | 28.56% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 6.97M | 15.20% | $990.10M |
| Vanguard group | 5.05M | 10.49% | $1.01B |
| Blackrock funding, inc. /de | 4.85M | 9.72% | $1.19B |
| Capital investors | 2.57M | 5.14% | $629.19M |
| Capital world investors | 2.34M | 4.68% | $572.97M |
| Vanguard capital management | 2.26M | 4.53% | $553.90M |
| Invesco | 1.59M | 3.19% | $391.03M |
| State street | 1.56M | 3.12% | $381.66M |
| Fmr | 1.02M | 2.04% | $249.83M |
| Geode capital management | 945.16K | 1.89% | $231.78M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Palisades investment partners | 127.84K | 8.91% | $31.34M |
| Port capital | 445.24K | 4.46% | $109.16M |
| R.p. boggs | 39.30K | 4.31% | $9.63M |
| Highlander partners | 52.25K | 4.29% | $12.81M |
| Schwerin boyle capital management | 117.95K | 3.54% | $28.92M |
| Corsair capital management | 107.29K | 3.29% | $26.30M |
| Sandhill capital partners | 162.38K | 3.24% | $39.81M |
| Aperture investors | 141.75K | 3.14% | $34.75M |
| Gallo partners, lp | 20.99K | 2.93% | $3.92M |
| Conestoga capital advisors | 547.17K | 2.92% | $134.15M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jane street group | 766.55K | 0.02% | 764.22K |
| Capital world investors | 2.34M | 0.07% | 591.56K |
| Norges bank | 585.10K | 0.01% | 585.10K |
| Sixth street partners management company | 527.46K | 0.02% | 527.46K |
| Hrt financial lp | 384.86K | 0.17% | 384.86K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 4.85M | 0.02% | -1.38M |
| Macquarie group | - | - | -859.86K |
| First trust advisors lp | 837.39K | 0.12% | -525.48K |
| Price t rowe associates inc /md/ | 466.37K | 0.01% | -428.08K |
| Capital investors | 2.57M | 0.13% | -326.89K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 585.10K | 0.01% | 585.10K | $143.45M |
| Sixth street partners management company | 527.46K | 0.02% | 527.46K | $129.32M |
| Point72 asset management | 350.11K | 0.09% | 350.11K | $85.84M |
| Balyasny asset management | 216.28K | 0.07% | 216.28K | $53.02M |
| Freestone grove partners lp | 145.72K | 0.23% | 145.72K | $35.73M |
Sold Out
| Holder | Change |
|---|---|
| Dunhill financial | -1.00 |
| Kayne anderson rudnick investment management | -1.00 |
| Coppell advisory solutions | -1.00 |
| Abound wealth management | -1.00 |
| Wealthtrak capital management | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 516 | 4.88% | 47,843,805 | 0.01% | 95 | 0.96% | 272 | 5.84% | 167 | 11.33% |
| 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 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.94M | 5.94% | - |
| American Funds SMALLCAP World A | 2.25M | 4.49% | 590.44K |
| iShares Core S&P Mid-Cap ETF | 1.72M | 3.43% | 53.00 |
| Vanguard MStar Total Stk Mkt Idx Invest | 1.60M | 3.18% | 4.78K |
| Vanguard Total Stock Mkt Idx Inv | 1.59M | 3.18% | 1.18K |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.59M | 3.18% | 1.18K |
| First Trust RBA Amer Indl RenaisTM ETF | 1.52M | 3.03% | 2.61K |
| Vanguard US Total Market Shares ETF | 1.40M | 3.02% | 1.19K |
| iShares Russell 2000 ETF | 1.15M | 2.30% | 10.66K |
| Vanguard Small Cap Index | 1.15M | 2.30% | 2.10K |
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 |
|---|---|---|
| 2029 Q3 | - | - |
| 2029 Q1 | - | - |
| 2028 Q1 | - | - |
| 2027 Q1 | - | - |
| 2026 Q3 | - | - |
SPXC Ownership FAQ
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