SPX Ownership | Who Owns SPX?
SPX Ownership Summary
SPX is owned by 18.71% institutional investors, 3.10% insiders, and 78.18% 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 | 18.71% | 3.10% | 78.18% |
| Sector | Industrials Stocks | 47.66% | 12.52% | 39.82% |
| Industry | Industrial Machinery Stocks | 47.74% | 9.56% | 42.70% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 6.97M | 15.20% | $990.10M |
| Blackrock funding, inc. /de | 6.15M | 12.76% | $1.23B |
| Vanguard group | 5.05M | 10.49% | $1.01B |
| Invesco | 1.88M | 4.02% | $351.00M |
| State street | 1.80M | 3.85% | $336.21M |
| Capital investors | 1.54M | 3.19% | $307.49M |
| Capital world investors | 1.36M | 2.82% | $271.47M |
| Geode capital management | 1.21M | 2.52% | $242.87M |
| Neuberger berman group | 1.12M | 2.39% | $208.47M |
| Price t rowe associates inc /md/ | 1.09M | 2.34% | $204.03M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Palisades investment partners | 115.19K | 8.71% | $23.04M |
| Sandhill capital partners | 274.50K | 3.91% | $54.92M |
| Highlander partners | 52.25K | 3.75% | $10.45M |
| Port capital | 459.21K | 3.57% | $85.77M |
| R.p. boggs | 38.20K | 3.40% | $7.64M |
| Corsair capital management | 105.45K | 3.25% | $19.70M |
| Gallo partners, lp | 20.99K | 2.93% | $3.92M |
| Schwerin boyle capital management | 132.45K | 2.90% | $26.50M |
| Conestoga capital advisors | 758.40K | 2.55% | $151.73M |
| Van berkom & associates | 326.85K | 1.89% | $65.39M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | 1.54M | 0.05% | 1.54M |
| Invesco | 1.88M | 0.06% | 722.04K |
| Norges bank | 618.42K | 0.01% | 618.42K |
| Price t rowe associates inc /md/ | 1.09M | 0.02% | 571.83K |
| Jane street group | 434.87K | 0.01% | 359.73K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.15M | 0.02% | -1.27M |
| Macquarie group | - | - | -859.86K |
| Neuberger berman group | 1.12M | 0.15% | -275.65K |
| Vanguard group | 5.05M | 0.01% | -247.80K |
| Morgan stanley | 460.57K | 0.01% | -236.36K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Capital investors | 1.54M | 0.05% | 1.54M | $307.49M |
| Norges bank | 618.42K | 0.01% | 618.42K | $123.72M |
| Hrt financial lp | 156.04K | 0.10% | 156.04K | $31.22M |
| Retirement systems of alabama | 86.51K | 0.06% | 86.51K | $17.31M |
| Y-intercept (hong kong) | 78.35K | 0.35% | 78.35K | $15.68M |
Sold Out
| Holder | Change |
|---|---|
| Wealthtrak capital management | -1.00 |
| Kayne anderson rudnick investment management | -1.00 |
| Coppell advisory solutions | -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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - |
| Dec 31, 2024 | 342 | -10.94% | 40,417,265 | -4.81% | 87 | 1.04% | 167 | -8.74% | 119 | -11.85% |
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 | 1.61M | 3.23% | 1.61M |
| Vanguard Total Stock Mkt Idx Inv | 1.57M | 3.15% | 3.54K |
| Vanguard US Total Market Shares ETF | 1.40M | 3.02% | 1.19K |
| American Funds SMALLCAP World A | 1.36M | 2.72% | - |
| First Trust RBA Amer Indl RenaisTM ETF | 1.28M | 2.57% | 4.34K |
| iShares Russell 2000 ETF | 1.16M | 2.33% | 207.70K |
| Vanguard Small Cap Index | 1.13M | 2.26% | -257.00 |
| American Funds Fundamental Invs A | 1.12M | 2.25% | 1.12M |
| Capital Group Fundamental Invtrs Comp | 1.12M | 2.25% | 1.12M |
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 Q1 | - | 3 |
| 2025 Q4 | - | 8 |
| 2025 Q3 | - | - |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 2 |
SPXC Ownership FAQ
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