SPX Ownership | Who Owns SPX?
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 5.96% of its assets in SPX shares.
SPXC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SPX | 94.34% | 3.31% | 2.35% |
| Sector | Industrials Stocks | 64.07% | 12.69% | 23.24% |
| Industry | Industrial Machinery Stocks | 74.87% | 9.25% | 15.88% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 7.27M | 15.56% | $1.22B |
| Blackrock | 6.97M | 15.20% | $990.10M |
| Vanguard group | 5.03M | 10.87% | $732.15M |
| State street | 1.71M | 3.73% | $242.75M |
| Neuberger berman group | 1.58M | 3.41% | $230.06M |
| Capital world investors | 1.36M | 2.90% | $227.53M |
| Invesco | 1.15M | 2.49% | $167.46M |
| Geode capital management | 1.03M | 2.23% | $150.41M |
| Earnest partners | 1.03M | 2.21% | $149.22M |
| Ameriprise financial | 940.72K | 2.03% | $136.89M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Palisades investment partners | 111.01K | 8.14% | $18.61M |
| Corsair capital management | 107.12K | 3.44% | $17.96M |
| Sandhill capital partners | 286.00K | 3.26% | $41.62M |
| Port capital | 455.61K | 3.25% | $76.40M |
| Schwerin boyle capital management | 138.53K | 2.59% | $23.23M |
| Conestoga capital advisors | 795.19K | 1.97% | $133.34M |
| Channing capital management | 408.21K | 1.90% | $68.45M |
| Geneva capital management | 472.75K | 1.33% | $79.27M |
| Moody aldrich partners | 28.18K | 0.91% | $4.73M |
| Emerald mutual fund advisers trust | 82.75K | 0.84% | $13.88M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital world investors | 1.36M | 0.03% | 977.39K |
| Norges bank | 639.35K | 0.01% | 639.35K |
| First trust advisors lp | 553.32K | 0.07% | 195.15K |
| Franklin resources | 170.51K | 0.01% | 157.98K |
| Driehaus capital management | 147.17K | 0.20% | 147.17K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Segall bryant & hamill | 47.30K | 0.09% | -242.19K |
| T. rowe price investment management | 419.79K | 0.04% | -242.18K |
| Mirae asset global investments | - | - | -219.13K |
| Lord, abbett | - | - | -218.30K |
| Hood river capital management | - | - | -215.80K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 639.35K | 0.01% | 639.35K | $93.04M |
| Fisher asset management | 118.18K | 0.01% | 118.18K | $19.82M |
| Osterweis capital management | 48.66K | 0.39% | 48.66K | $8.16M |
| Castleark management | 46.61K | 0.23% | 46.61K | $7.82M |
| Susquehanna portfolio strategies | 30.56K | 0.11% | 30.56K | $5.12M |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 345 | 2.68% | 42,630,991 | 1.16% | 93 | 1.10% | 171 | 14.00% | 121 | -7.63% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.79M | 5.96% | 392.00 |
| 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 |
| Vanguard Small Cap Index | 1.08M | 2.32% | -7.37K |
| iShares Russell 2000 ETF | 1.08M | 2.30% | -20.48K |
| 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 |
|---|---|---|---|---|
| May 29, 2025 | PUCKETT RICK D | - | Sell | $1.04M |
| Feb 28, 2025 | Lowe Eugene Joseph III | PRESIDENT AND CEO | Sell | $7.25M |
| Feb 28, 2025 | Lowe Eugene Joseph III | PRESIDENT AND CEO | Sell | $5.99M |
| Jun 24, 2024 | Data J Randall | PRES., HEATING AND GLOBAL OPER | Sell | $630.17K |
| Jun 24, 2024 | Data J Randall | PRES., HEATING AND GLOBAL OPER | Sell | $579.36 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 2 |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
SPXC Ownership FAQ
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