SPX Corp (SPXC) Ownership

119.88 ↓0.48 (-0.40%)

As of April 24, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of SPX Corp (SPXC), owning a total of 7 million shares. Combined, the top 31 institutional holders of SPXC own 79.47% of the company with a total of 36.7 million shares.

In the latest ownership report on December 31st 2023, the top 31 institutional holders increased their combined ownership of SPXC by 630 thousand shares. 9 institutions bought 1,570,578 total additional shares and increased their ownership by an average of 110.96%. However 12 institutions sold 941,037 total shares and decreased their ownership by an average of 6.3%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of SPX Corp increased by a net total of 629,541 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.044%	-0.538%	6,958,005	-37,649	2023-12-31
Vanguard Group Inc	10.812%	-0.269%	5,000,918	-13,506	2023-12-31
T. Rowe Price Investment Management,Inc.	5.317%	-5.769%	2,459,142	-150,550	2023-12-31
Neuberger Berman Group LLC	3.822%	10.162%	1,767,737	163,064	2023-12-31
State Street Corporation	3.650%	1.670%	1,688,172	27,729	2023-12-31
Ameriprise Financial Inc	3.316%	-2.898%	1,533,868	-45,778	2023-12-31
Goldman Sachs Group Inc	2.704%	96.247%	1,250,854	613,465	2023-12-31
Earnest Partners LLC	2.624%	-3.758%	1,213,401	-47,383	2023-12-31
Dimensional Fund Advisors, Inc.	2.494%	-4.025%	1,153,416	-48,375	2023-12-31
FMR Inc	2.149%	-25.759%	994,046	-344,896	2023-12-31
Geode Capital Management, LLC	2.047%	5.008%	946,620	45,148	2023-12-31
Segall Bryant & Hamill	1.949%	-1.866%	901,498	-17,146	2023-12-31
Artisan Partners Limited Partnership	1.751%	15.191%	809,824	106,798	2023-12-31
Nuveen Asset Management, LLC	1.662%	1.344%	768,875	10,193	2023-12-31
GW&K Investment Management, LLC	1.607%	-9.693%	743,183	-79,771	2023-12-31
Channing Capital Management, LLC	1.555%	-13.493%	719,001	-112,145	2023-12-31
AllianceBernstein L.P.	1.315%	855.900%	608,373	544,729	2023-12-31
T. Rowe Price Associates, Inc.	1.228%	-6.024%	568,162	-36,418	2023-12-31
HHG PLC	1.146%	2.936%	529,963	15,118	2023-12-31
Northern Trust Corp	1.087%	-1.454%	502,777	-7,420	2023-12-31
NORGES BANK	1.053%	10.166%	480,426	44,334	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.044%	-0.538%	6,958,005	-37,649	2023-12-31
Vanguard Group Inc	10.812%	-0.269%	5,000,918	-13,506	2023-12-31
T. Rowe Price Investment Management,Inc.	5.317%	-5.769%	2,459,142	-150,550	2023-12-31
Neuberger Berman Group LLC	3.822%	10.162%	1,767,737	163,064	2023-12-31
State Street Corporation	3.650%	1.670%	1,688,172	27,729	2023-12-31
Ameriprise Financial Inc	3.316%	-2.898%	1,533,868	-45,778	2023-12-31
Goldman Sachs Group Inc	2.704%	96.247%	1,250,854	613,465	2023-12-31
Earnest Partners LLC	2.624%	-3.758%	1,213,401	-47,383	2023-12-31
Dimensional Fund Advisors, Inc.	2.494%	-4.025%	1,153,416	-48,375	2023-12-31
FMR Inc	2.149%	-25.759%	994,046	-344,896	2023-12-31
Geode Capital Management, LLC	2.047%	5.008%	946,620	45,148	2023-12-31
Segall Bryant & Hamill	1.949%	-1.866%	901,498	-17,146	2023-12-31
Artisan Partners Limited Partnership	1.751%	15.191%	809,824	106,798	2023-12-31
Nuveen Asset Management, LLC	1.662%	1.344%	768,875	10,193	2023-12-31
GW&K Investment Management, LLC	1.607%	-9.693%	743,183	-79,771	2023-12-31
Channing Capital Management, LLC	1.555%	-13.493%	719,001	-112,145	2023-12-31
New York State Common Retirement Fund	1.412%	-4.608%	643,900	-31,104	2023-03-31
Brown Advisory Holdings Inc	1.416%	0.000%	639,980	639,980	2022-09-30
AllianceBernstein L.P.	1.315%	855.900%	608,373	544,729	2023-12-31
T. Rowe Price Associates, Inc.	1.228%	-6.024%	568,162	-36,418	2023-12-31
Cramer Rosenthal McGlynn LLC	1.196%	-4.377%	540,295	-24,730	2022-09-30
HHG PLC	1.146%	2.936%	529,963	15,118	2023-12-31
Vaughan Nelson Scarbrgh & Mccullough LP	1.156%	-0.240%	522,170	-1,255	2022-06-30
Wellington Management Company LLP	1.106%	-3.959%	503,141	-20,742	2022-12-31
Northern Trust Corp	1.087%	-1.454%	502,777	-7,420	2023-12-31
Allspring Global Investments Holdings, LLC	1.056%	-7.337%	482,017	-38,165	2023-09-30
NORGES BANK	1.053%	10.166%	480,426	44,334	2023-12-31
Morgan Stanley - Brokerage Accounts	1.050%	9.884%	478,829	43,072	2023-06-30
Bank of New York Mellon Corp	0.993%	-7.041%	450,282	-34,106	2022-12-31
Charles Schwab Investment Management Inc	0.919%	0.000%	415,042	415,042	2022-09-30
Schwerin Boyle Capital Management Inc	0.835%	-0.053%	377,215	-200	2022-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of SPX Corp (SPXC), owning a total of 3.1 million shares. Combined, the top 38 mutual fund holders of SPXC own 54.66% of the company with a total of 25.2 million shares.

In the latest ownership report on March 28th 2024, the top 38 fund holders increased their combined ownership of SPXC by 199 shares. 2 funds bought 3,772 total additional shares and increased their ownership by an average of 0.21%. However 1 funds sold 3,971 total shares and decreased their ownership by an average of 0.13%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding SPX Corp decreased by a net total of -199 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.665%	-0.129%	3,082,648	-3,971	2024-03-28
iShares Russell 2000 ETF	2.338%	0.305%	1,081,394	3,291	2024-03-28
iShares S&P Small-Cap 600 Growth ETF	0.966%	0.108%	446,698	481	2024-03-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.665%	-0.129%	3,082,648	-3,971	2024-03-28
Vanguard Total Stock Mkt Idx Inv	2.940%	-0.296%	1,359,856	-4,043	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.936%	2.170%	1,340,008	28,460	2023-03-31
Neuberger Berman Genesis Inv	2.525%	7.089%	1,167,672	77,300	2023-12-31
Vanguard Small Cap Index	2.417%	0.926%	1,117,662	10,253	2024-02-29
iShares Russell 2000 ETF	2.338%	0.305%	1,081,394	3,291	2024-03-28
Vanguard Small Cap Value Index Inv	1.650%	0.688%	762,923	5,209	2024-02-29
T. Rowe Price US Small-Cap Core Equity	1.571%	-4.193%	726,700	-31,800	2023-12-31
T. Rowe Price Small-Cap Stock	1.571%	-4.193%	726,700	-31,800	2023-12-31
Vanguard Institutional Extnd Mkt Idx Tr	1.458%	0.202%	674,404	1,361	2024-02-29
Fidelity® Series Small Cap Opps	1.400%	0.000%	639,144	0	2023-10-31
Vanguard Extended Market Index Investor	1.371%	-0.018%	624,932	-112	2023-08-31
Fidelity Series Small Cap Opps	1.322%	-3.198%	611,444	-20,197	2024-01-31
EARNEST Small Cap Value	1.307%	64,753.300%	597,299	596,378	2023-12-31
Columbia Acorn Inst	1.195%	0.000%	552,533	0	2024-02-29
T. Rowe Price Small-Cap Value	1.187%	-43.331%	541,300	-413,900	2023-06-30
AB Small Cap Growth A	1.123%	8.247%	519,475	39,575	2024-02-29
Harbor Small Cap Value Instl	1.027%	-9.004%	475,001	-46,998	2023-12-31
CT (Lux) Glb Smlr Coms IE	0.996%	1.023%	460,819	4,667	2024-02-29
T. Rowe Price U.S. SC Value Eq Tr-Z	0.994%	8.536%	452,590	35,595	2022-12-31
iShares S&P Small-Cap 600 Growth ETF	0.966%	0.108%	446,698	481	2024-03-28
Fidelity Small Cap Index	0.965%	1.676%	446,510	7,360	2024-01-31
iShares Russell 2000 Value ETF	0.966%	0.562%	439,667	2,457	2023-06-21
Threadneedle (Lux) Glb Smlr Coms IE	0.958%	0.000%	437,355	0	2023-10-31
T. Rowe Price Integrated US Sm Gr Eq	0.956%	0.000%	436,400	0	2023-09-30
T. Rowe Price QM US Small-Cap Gr Eq	0.958%	2.249%	436,400	9,600	2023-03-31
TRP Integrated US Small-Cap Gr Eq	0.956%	0.000%	436,400	0	2023-09-30
T. Rowe Price US Smlr Cm Eq A USD	0.958%	1.027%	435,920	4,433	2023-03-31
Artisan Small Cap Investor	0.926%	13.937%	428,381	52,400	2023-12-31
Artisan U.S. Small-Cap Growth	0.926%	13.937%	428,381	52,400	2023-12-31
Fidelity® Small Cap Index	0.932%	2.748%	425,337	11,377	2023-10-31
Janus Henderson US Small Cap Growth	0.916%	0.000%	423,605	0	2023-12-31
Janus Henderson Venture D	0.916%	0.000%	423,605	0	2023-12-31
T. Rowe Price U.S. SC Core Eq Tr-Z	0.920%	0.287%	419,457	1,200	2023-06-30
CREF Stock R1	0.881%	0.000%	402,319	0	2023-11-30
T. Rowe Price Instl Small-Cap Stock	0.878%	-10.530%	400,195	-47,100	2023-06-30
SPDR® Portfolio S&P 600 Sm Cap ETF	0.859%	0.452%	392,033	1,764	2023-12-29
Fidelity® Stock Selector Small Cap	0.829%	1.692%	378,600	6,300	2023-08-31