SPX Ownership | Who Owns SPX?

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SPX Ownership Summary

SPX is owned by 26.30% institutional investors, 3.28% insiders, and 70.43% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.88% 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	26.30%	3.28%	70.43%
Sector	Industrials Stocks	46.77%	12.62%	40.60%
Industry	Industrial Machinery Stocks	54.58%	8.80%	36.63%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	7.42M	15.88%	$1.39B
Blackrock	6.97M	15.20%	$990.10M
Vanguard group	5.30M	11.34%	$989.65M
Invesco	1.88M	4.02%	$351.00M
State street	1.80M	3.85%	$336.21M
Capital world investors	1.36M	2.90%	$253.45M
Geode capital management	1.15M	2.46%	$214.81M
Neuberger berman group	1.12M	2.39%	$208.47M
Price t rowe associates inc /md/	1.09M	2.34%	$204.03M
Dimensional fund advisors lp	862.49K	1.85%	$161.09M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Palisades investment partners	112.44K	8.25%	$21.00M
Sandhill capital partners	282.03K	3.68%	$52.68M
Port capital	459.21K	3.57%	$85.77M
Highlander partners	52.25K	3.40%	$9.76M
Corsair capital management	105.45K	3.25%	$19.70M
Gallo partners, lp	20.99K	2.93%	$3.92M
Schwerin boyle capital management	134.33K	2.74%	$25.09M
Conestoga capital advisors	776.79K	2.33%	$145.09M
Van berkom & associates	357.05K	1.93%	$66.69M
Channing capital management	332.38K	1.63%	$62.08M

Top Buyers

Holder	Shares	% Assets	Change
Invesco	1.88M	0.06%	722.04K
Norges bank	639.35K	0.01%	639.35K
Price t rowe associates inc /md/	1.09M	0.02%	571.83K
Macquarie group	859.86K	0.19%	519.36K
Vanguard group	5.30M	0.01%	232.44K

Top Sellers

Holder	Shares	% Assets	Change
Neuberger berman group	1.12M	0.15%	-275.65K
Mirae asset global investments	-	-	-219.13K
Lord, abbett	-	-	-218.30K
Hood river capital management	-	-	-215.80K
Select equity group	-	-	-175.21K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	639.35K	0.01%	639.35K	$93.04M
Australiansuper pty	220.00K	0.19%	220.00K	$41.09M
Seven grand managers	75.00K	1.14%	75.00K	$14.01M
Eulav asset management	72.00K	0.31%	72.00K	$13.45M
Zimmer partners, lp	70.00K	0.28%	70.00K	$13.07M

Sold Out

Holder	Change
Wealthtrak capital management	-1.00
Coppell advisory solutions	-1.00
Kayne anderson rudnick investment management	-1.00
Tfo-tdc	-2.00
Mendota financial group	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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	-
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	2.94M	5.94%	-
Vanguard US Total Market Shares ETF	1.40M	3.02%	1.19K
Vanguard Total Stock Mkt Idx Inv	1.39M	3.01%	-29.40K
American Funds SMALLCAP World A	1.36M	2.91%	977.39K
iShares Russell 2000 ETF	1.15M	2.33%	-
Vanguard Small Cap Index	1.08M	2.32%	-7.37K
Neuberger Berman Genesis Inv	820.15K	1.76%	-67.44K
Vanguard Small Cap Growth Index Inv	606.48K	1.31%	-1.44K
Vanguard Institutional Extnd Mkt Idx Tr	502.15K	1.08%	-218.40K
Invesco OFI Small Cap Growth	474.49K	1.02%	-2.33K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 19, 2025	Swann John William III	PRES., DETECTION & MEASUREMENT	Sell	$3.68M
Nov 19, 2025	Swann John William III	PRES., DETECTION & MEASUREMENT	Sell	$609.70K
Nov 19, 2025	Swann John William III	PRES., DETECTION & MEASUREMENT	Sell	$3.69M
May 29, 2025	PUCKETT RICK D	-	Sell	$1.04M
Feb 28, 2025	Lowe Eugene Joseph III	PRESIDENT AND CEO	Sell	$7.25M

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	3
2025 Q3	-	-
2025 Q2	-	1
2025 Q1	-	2
2024 Q4	-	-

SPXC Ownership FAQ

Who Owns SPX?

SPX shareholders are primarily institutional investors at 26.30%, followed by 3.28% insiders and 70.42% retail investors. The average institutional ownership in SPX's industry, Industrial Machinery Stocks, is 54.58%, which SPX falls below.

Who owns the most shares of SPX?

SPX’s largest shareholders are Blackrock funding, inc. /de (7.42M shares, 15.88%), Blackrock (6.97M shares, 15.20%), and Vanguard group (5.3M shares, 11.34%). Together, they hold 42.42% 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 8.25% of its assets in 112.44K SPX shares, valued at 21M$.

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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