DaveManuel.com · Institutional Ownership · Who Owns It
SPX TECHNOLOGIES INC (SPXC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
521
Reporting holders
$11.6B
Reported value
94.5%
Of shares outstanding
0.2%
Calls
0.2%
Puts
+30
Holder change
Institutions report 47,333,447 shares against 50,085,860 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.2B | 4,851,185 | 0.02% | 8q | -22.1%-$338.3M |
| Capital International Investors | $629.2M | 2,566,361 | 0.13% | 3q | -11.3%-$80.1M |
| Capital World Investors | $573.0M | 2,337,050 | 0.07% | 11q | +33.9%+$145.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $555.4M | 2,265,508 | 0.03% | 2q | -9.0%-$54.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $553.9M | 2,259,240 | 0.01% | 2q | +1.2%+$6.4M |
| Jupiter Topco LLC | $465.6M | 1,898,958 | 0.19% | new | FIRST |
| Invesco Ltd. | $391.0M | 1,594,937 | 0.03% | 16q | -16.5%-$77.1M |
| STATE STREET CORP | $381.7M | 1,557,133 | 0.01% | 16q | -12.7%-$55.3M |
| FMR LLC | $249.8M | 1,019,010 | 0.01% | 16q | +3.7%+$8.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $231.8M | 945,160 | 0.01% | 16q | -24.7%-$76.2M |
| DIMENSIONAL FUND ADVISORS LP | $210.9M | 860,168 | 0.04% | 16q | +1.3%+$2.7M |
| FIRST TRUST ADVISORS LP | $205.3M | 837,393 | 0.12% | 16q | -38.6%-$128.8M |
| JANE STREET GROUP, LLC | $196.0M incl. $8.1M options CALL+PUT | 766,555 | 0.02% | 15q | +32728.9%+$195.4M |
| GW&K Investment Management, LLC | $175.0M | 713,791 | 1.37% | 16q | +5.7%+$9.5M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $163.7M | 667,845 | 0.25% | 3q | -19.6%-$40.0M |
| EARNEST PARTNERS LLC | $148.8M | 607,048 | 0.54% | 16q | -4.0%-$6.2M |
| NORGES BANK | $143.4M | 585,099 | 0.01% | 14q | -5.4%-$8.2M |
| NEUBERGER BERMAN GROUP LLC | $137.6M | 561,063 | 0.09% | 16q | -29.7%-$58.0M |
| Conestoga Capital Advisors, LLC | $134.2M | 547,175 | 2.92% | 9q | -16.8%-$27.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $129.3M | 527,457 | 0.02% | 16q | -16.8%-$26.2M |
| RAYMOND JAMES FINANCIAL INC | $128.8M | 525,499 | 0.03% | 7q | +86.7%+$59.8M |
| MORGAN STANLEY | $127.7M | 520,845 | 0.01% | 16q | +13.0%+$14.7M |
| GOLDMAN SACHS GROUP INC | $122.8M | 501,035 | 0.01% | 16q | -0.9%-$1.1M |
| AMERIPRISE FINANCIAL INC | $116.5M | 475,365 | 0.02% | 16q | +5.8%+$6.3M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $114.3M | 466,371 | 0.01% | 16q | -47.9%-$105.0M |
| Nuveen, LLC | $110.0M | 448,492 | 0.03% | 6q | -19.8%-$27.1M |
| Port Capital LLC | $109.2M | 445,236 | 4.46% | 11q | -3.3%-$3.7M |
| D. E. Shaw & Co., Inc. | $105.3M | 429,399 | 0.05% | 6q | +151.5%+$63.4M |
| NORTHERN TRUST CORP | $104.9M | 427,696 | 0.01% | 16q | -30.4%-$45.9M |
| T. Rowe Price Investment Management, Inc. | $101.9M | 415,481 | 0.07% | 16q | -6.8%-$7.5M |
| JPMORGAN CHASE & CO | $98.5M | 411,208 | 0.01% | 16q | -14.6%-$16.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $97.4M | 397,257 | 0.12% | 9q | +2.2%+$2.1M |
| HRT FINANCIAL LP | $94.4M | 384,861 | 0.17% | new | NEW |
| Artisan Partners Limited Partnership | $94.1M | 383,678 | 0.15% | 13q | +36.9%+$25.3M |
| BANK OF AMERICA CORP /DE/ | $86.5M | 352,999 | 0.01% | 16q | +11.4%+$8.9M |
| Point72 Asset Management, L.P. | $86.0M incl. $171.6K options CALL+PUT | 350,111 | 0.09% | 4q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $82.9M incl. $7.2M options CALL+PUT | 308,793 | 0.01% | 16q | +759.2%+$73.3M |
| Amundi | $79.6M | 324,732 | 0.02% | 16q | +31.2%+$18.9M |
| VANGUARD FIDUCIARY TRUST CO | $77.7M | 317,033 | 0.02% | 2q | -8.3%-$7.0M |
| GENEVA CAPITAL MANAGEMENT LLC | $74.7M | 304,729 | 1.71% | 12q | -21.5%-$20.5M |
| ALLIANCEBERNSTEIN L.P. | $73.7M | 368,561 | 0.02% | 16q | -34.8%-$39.3M |
| Van Berkom & Associates Inc. | $71.7M | 292,403 | 2.31% | 7q | -52.3%-$78.6M |
| Bank of New York Mellon Corp | $70.3M | 286,796 | 0.01% | 16q | -10.9%-$8.6M |
| NORDEA INVESTMENT MANAGEMENT AB | $67.4M | 276,842 | 0.05% | 16q | -5.6%-$4.0M |
| MILLENNIUM MANAGEMENT LLC | $58.6M | 238,998 | 0.02% | 4q | +129.3%+$33.0M |
| Balyasny Asset Management L.P. | $53.0M | 216,277 | 0.07% | new | NEW |
| UBS Group AG | $51.6M | 210,451 | 0.01% | 16q | +57.4%+$18.8M |
| Driehaus Capital Management LLC | $50.3M | 205,349 | 0.29% | 5q | -26.6%-$18.2M |
| Champlain Investment Partners, LLC | $47.6M | 194,289 | 1.22% | 6q | -15.4%-$8.7M |
| VOYA INVESTMENT MANAGEMENT LLC | $46.9M | 191,231 | 0.04% | 16q | -6.2%-$3.1M |
| NEW YORK STATE COMMON RETIREMENT FUND | $46.2M | 188,468 | 0.06% | 16q | +28.1%+$10.1M |
| BROWN BROTHERS HARRIMAN & CO | $42.4M | 173,078 | 0.19% | 3q | +721058.3%+$42.4M |
| BROWN ADVISORY INC | $41.7M | 169,945 | 0.06% | 16q | -17.7%-$8.9M |
| STOREBRAND ASSET MANAGEMENT AS | $41.6M | 169,753 | 0.10% | 16q | HELD |
| TWO SIGMA INVESTMENTS, LP | $40.3M | 164,355 | 0.03% | 15q | +113.6%+$21.4M |
| PRINCIPAL FINANCIAL GROUP INC | $40.2M | 164,050 | 0.02% | 16q | -63.2%-$69.0M |
| Sandhill Capital Partners LLC | $39.8M | 162,378 | 3.24% | 9q | -8.4%-$3.6M |
| Fisher Asset Management, LLC | $38.5M | 156,852 | 0.01% | 5q | -4.4%-$1.8M |
| Robeco Schweiz AG | $37.5M | 152,829 | 0.60% | 2q | +113.1%+$19.9M |
| CITADEL ADVISORS LLC | $36.3M incl. $8.1M options CALL+PUT | 115,033 | 0.00% | 16q | +5938.5%+$35.7M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $36.2M | 147,481 | 0.12% | 7q | -1.2%-$440.1K |
| EULAV Asset Management | $35.8M | 145,900 | 1.14% | 4q | HELD |
| Freestone Grove Partners LP | $35.7M | 145,716 | 0.23% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $35.1M | 143,322 | 0.01% | 16q | +5.7%+$1.9M |
| Aperture Investors, LLC | $34.8M | 141,750 | 3.14% | 3q | +10.9%+$3.4M |
| BLAIR WILLIAM & CO/IL | $33.1M | 134,956 | 0.09% | 13q | -0.7%-$241.7K |
| FEDERATED HERMES, INC. | $32.8M | 133,618 | 0.05% | 16q | +17.2%+$4.8M |
| Palisades Investment Partners, LLC | $31.3M | 127,842 | 8.91% | 9q | +3.6%+$1.1M |
| RHUMBLINE ADVISERS | $31.2M | 127,277 | 0.02% | 16q | -12.1%-$4.3M |
| FRED ALGER MANAGEMENT, LLC | $30.9M | 126,095 | 0.10% | 9q | HELD |
| Verition Fund Management LLC | $30.2M | 123,281 | 0.15% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $29.8M | 121,589 | 0.01% | 14q | +14.6%+$3.8M |
| FIFTH THIRD BANCORP | $29.6M | 120,590 | 0.05% | 16q | -4.8%-$1.5M |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | $28.9M | 117,955 | 3.54% | 16q | -1.7%-$489.1K |
| LORD, ABBETT & CO. LLC | $28.7M | 117,251 | 0.08% | new | NEW |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $26.6M | 108,445 | 0.17% | 16q | -7.8%-$2.3M |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $26.3M | 107,287 | 3.29% | 11q | +9.9%+$2.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $26.0M | 106,190 | 0.00% | 16q | -71.0%-$63.8M |
| ArrowMark Colorado Holdings LLC | $24.4M | 99,596 | 1.02% | 3q | -54.2%-$28.9M |
| Swiss National Bank | $24.1M | 98,118 | 0.01% | 16q | HELD |
| MARSHALL WACE, LLP | $23.9M | 97,640 | 0.02% | 3q | +724.4%+$21.0M |
| FRANKLIN RESOURCES INC | $22.4M | 91,336 | 0.00% | 10q | -75.6%-$69.3M |
| SEI INVESTMENTS CO | $21.8M | 88,932 | 0.02% | 16q | -23.4%-$6.7M |
| PEREGRINE CAPITAL MANAGEMENT LLC | $21.2M | 86,409 | 0.69% | 16q | -4.8%-$1.1M |
| OBERWEIS ASSET MANAGEMENT INC/ | $20.5M | 83,811 | 0.42% | 13q | HELD |
| Waratah Capital Advisors Ltd. | $19.2M | 78,488 | 0.65% | 4q | -49.6%-$18.9M |
| Retirement Systems of Alabama | $19.2M | 78,481 | 0.06% | 3q | -10.6%-$2.3M |
| OSTERWEIS CAPITAL MANAGEMENT INC | $17.4M | 71,108 | 0.82% | 5q | +45.2%+$5.4M |
| California Public Employees Retirement System | $17.4M | 70,886 | 0.01% | 10q | +6.1%+$1.0M |
| STATE OF WISCONSIN INVESTMENT BOARD | $17.2M | 70,002 | 0.03% | 16q | -7.9%-$1.5M |
| MOORE CAPITAL MANAGEMENT, LP | $17.1M | 69,692 | 0.25% | new | NEW |
| STRS OHIO | $16.7M | 68,225 | 0.06% | 16q | +525.9%+$14.1M |
| Russell Investments Group, Ltd. | $16.4M | 66,726 | 0.01% | 16q | +22.1%+$3.0M |
| Legal & General Group Plc | $16.1M | 65,530 | 0.00% | 16q | -3.2%-$527.6K |
| Weiss Asset Management LP | $15.7M | 64,240 | 0.17% | new | NEW |
| Squarepoint Ops LLC | $14.2M | 57,893 | 0.02% | new | NEW |
| AXIOM INVESTORS LLC /DE | $14.1M | 57,569 | 0.12% | 9q | -29.5%-$5.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $14.0M | 57,049 | 0.02% | 7q | -12.0%-$1.9M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $13.9M | 56,692 | 0.01% | 16q | -2.7%-$379.3K |
| KENNEDY CAPITAL MANAGEMENT LLC | $13.7M | 55,988 | 0.24% | 14q | +7.3%+$928.7K |
Showing the largest 100 of 523 reported holders. The count of 521 above leaves out 2 positions whose reported value failed our price check; they are listed here as filed.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 118 | $152.2M | 909,993 | 18 | 34 | 32 | 0.0% |
| Q2 2026 | 521 | $11.6B | 47,333,447 | 95 | 169 | 163 | 0.4% |
| Q1 2026 | 491 | $9.7B | 48,156,477 | 66 | 174 | 136 | 0.4% |
| Q4 2025 | 478 | $9.5B | 47,176,391 | 73 | 159 | 148 | 0.4% |
| Q3 2025 | 449 | $8.9B | 47,445,729 | 87 | 158 | 120 | 0.2% |
| Q2 2025 | 391 | $7.4B | 44,318,038 | 51 | 134 | 132 | 0.1% |
| Q1 2025 | 405 | $5.6B | 43,351,840 | 67 | 130 | 124 | 0.1% |
| Q4 2024 | 378 | $6.3B | 43,348,962 | 40 | 114 | 124 | 0.2% |
| Q3 2024 | 379 | $7.0B | 44,009,952 | 53 | 120 | 128 | 0.2% |
| Q2 2024 | 351 | $6.2B | 43,299,708 | 54 | 112 | 114 | 0.1% |
| Q1 2024 | 333 | $5.4B | 44,158,836 | 65 | 73 | 124 | 0.2% |
| Q4 2023 | 291 | $4.4B | 43,427,940 | 34 | 83 | 97 | 0.1% |
| Q3 2023 | 288 | $3.5B | 42,277,117 | 26 | 85 | 109 | 0.3% |
| Q2 2023 | 296 | $3.6B | 41,850,880 | 72 | 70 | 100 | 0.1% |
| Q1 2023 | 244 | $3.1B | 43,216,472 | 30 | 77 | 71 | 0.1% |
| Q4 2022 | 238 | $2.8B | 42,169,959 | 41 | 66 | 79 | 0.1% |
| Q3 2022 | 207 | $2.6B | 46,701,597 | 194 | 1 | 4 | 0.1% |
| Q2 2022 | 213 | $2.5B | 47,441,277 | 29 | 57 | 73 | 0.7% |
| Q1 2022 | 222 | $2.3B | 47,268,920 | 22 | 81 | 55 | 0.1% |
| Q4 2021 | 231 | $3.5B | 56,655,040 | 23 | 68 | 74 | 4.1% |
| Q3 2021 | 217 | $4.2B | 65,594,257 | 25 | 52 | 77 | 17.4% |
| Q2 2021 | 212 | $4.1B | 66,657,455 | 15 | 62 | 78 | 0.1% |
| Q1 2021 | 214 | $4.0B | 67,179,913 | 19 | 60 | 80 | 3.2% |
| Q4 2020 | 217 | $4.8B | 84,331,970 | 18 | 58 | 74 | 0.2% |
| Q3 2020 | 218 | $4.2B | 84,852,393 | 26 | 63 | 74 | 5.7% |
| Q2 2020 | 221 | $3.0B | 71,114,468 | 47 | 54 | 70 | 2.5% |
| Q1 2020 | 195 | $2.5B | 75,895,439 | 19 | 59 | 70 | 0.9% |
| Q4 2019 | 228 | $2.9B | 56,924,046 | 39 | 66 | 65 | 0.2% |
| Q3 2019 | 221 | $2.3B | 57,478,449 | 34 | 53 | 78 | 0.0% |
| Q2 2019 | 210 | $2.0B | 55,830,777 | 25 | 77 | 54 | 0.3% |
| Q1 2019 | 219 | $1.9B | 55,341,506 | 49 | 57 | 59 | 0.4% |
| Q4 2018 | 192 | $1.6B | 56,537,639 | 5 | 3 | 3 | 0.1% |