DaveManuel.com · Institutional Ownership · Who Owns It
SUNCOKE ENERGY INC (SXC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
239
Reporting holders
$638.2M
Reported value
93.0%
Of shares outstanding
0.4%
Calls
0.0%
Puts
+23
Holder change
Institutions report 78,941,384 shares against 84,874,850 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. | $72.6M | 9,023,918 | 0.00% | 8q | +7.6%+$5.2M |
| STATE STREET CORP | $50.8M | 6,311,950 | 0.00% | 31q | -1.5%-$755.9K |
| DIMENSIONAL FUND ADVISORS LP | $43.0M | 5,343,918 | 0.01% | 31q | -1.2%-$533.4K |
| AMERICAN CENTURY COMPANIES INC | $36.5M | 4,537,177 | 0.02% | 27q | +8.1%+$2.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $30.1M | 3,743,950 | 0.00% | 2q | HELD |
| TWO SIGMA INVESTMENTS, LP | $27.3M | 3,395,843 | 0.02% | 2q | +285.6%+$20.2M |
| GENDELL JEFFREY L | $22.4M | 2,777,114 | 0.20% | 31q | +33.7%+$5.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $17.7M | 2,202,496 | 0.00% | 31q | +5.0%+$840.8K |
| RENAISSANCE TECHNOLOGIES LLC | $17.4M | 2,161,661 | 0.02% | 31q | -1.5%-$265.6K |
| AQR CAPITAL MANAGEMENT LLC | $16.1M | 2,001,490 | 0.01% | 25q | +161.5%+$10.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $14.9M | 1,846,985 | 0.02% | 9q | +4466.0%+$14.5M |
| Assenagon Asset Management S.A. | $14.7M | 1,828,378 | 0.01% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $14.0M | 1,736,727 | 0.00% | 31q | -11.0%-$1.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $13.1M | 1,630,988 | 0.00% | 2q | HELD |
| Balyasny Asset Management L.P. | $12.6M | 1,561,506 | 0.02% | 6q | -34.6%-$6.7M |
| Qube Research & Technologies Ltd | $11.9M | 1,472,273 | 0.01% | 20q | +95.5%+$5.8M |
| GOLDMAN SACHS GROUP INC | $9.8M | 1,214,023 | 0.00% | 31q | +62.3%+$3.8M |
| JPMORGAN CHASE & CO | $8.7M | 1,064,736 | 0.00% | 31q | +152.9%+$5.3M |
| MILLENNIUM MANAGEMENT LLC | $8.2M | 1,024,201 | 0.00% | 17q | -37.9%-$5.0M |
| MACKENZIE FINANCIAL CORP | $8.1M | 1,011,932 | 0.01% | new | NEW |
| D. E. Shaw & Co., Inc. | $7.7M | 954,649 | 0.00% | 31q | +44.1%+$2.4M |
| MORGAN STANLEY | $6.9M | 860,081 | 0.00% | 35q | +71.1%+$2.9M |
| Connor, Clark & Lunn Investment Management Ltd. | $6.6M | 821,587 | 0.01% | 13q | HELD |
| FMR LLC | $6.5M | 811,850 | 0.00% | 31q | -28.0%-$2.5M |
| NORTHERN TRUST CORP | $6.2M | 767,548 | 0.00% | 31q | -4.5%-$288.0K |
| HRT FINANCIAL LP | $6.1M | 756,691 | 0.01% | 2q | +32.6%+$1.5M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6.1M | 753,207 | 0.11% | 31q | -8.1%-$536.2K |
| TUDOR INVESTMENT CORP ET AL | $5.5M | 687,659 | 0.01% | 2q | +302.4%+$4.2M |
| JANE STREET GROUP, LLC | $5.4M incl. $421.8K options CALL | 623,267 | 0.00% | 2q | -57.0%-$7.2M |
| READYSTATE ASSET MANAGEMENT LP | $5.0M | 625,834 | 0.17% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $4.5M | 564,556 | 0.00% | 2q | +1.2%+$53.4K |
| UBS Group AG | $4.5M | 555,479 | 0.00% | 31q | +341.2%+$3.5M |
| Point72 Asset Management, L.P. | $4.1M | 514,410 | 0.00% | 2q | -33.4%-$2.1M |
| Voleon Capital Management LP | $4.1M | 511,082 | 0.07% | new | NEW |
| Squarepoint Ops LLC | $3.9M | 487,204 | 0.00% | 8q | +0.6%+$24.2K |
| Empowered Funds, LLC | $3.9M | 483,064 | 0.02% | 13q | +1.7%+$66.4K |
| LSV ASSET MANAGEMENT | $3.6M | 447,652 | 0.01% | 26q | -85.9%-$22.0M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $3.5M | 432,017 | 0.01% | 24q | -16.5%-$685.7K |
| BANK OF AMERICA CORP /DE/ | $3.4M | 420,564 | 0.00% | 31q | +13.1%+$392.8K |
| ALGERT GLOBAL LLC | $3.2M | 401,040 | 0.04% | 9q | -28.8%-$1.3M |
| VICTORY CAPITAL MANAGEMENT INC | $3.0M | 377,450 | 0.00% | 31q | -2.1%-$66.0K |
| Trexquant Investment LP | $3.0M | 366,466 | 0.02% | new | NEW |
| Jefferies Financial Group Inc. | $2.9M | 358,916 | 0.02% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2.8M | 352,048 | 0.01% | 23q | -14.7%-$488.7K |
| FRANKLIN RESOURCES INC | $2.8M | 350,717 | 0.00% | 20q | +129.6%+$1.6M |
| CITADEL ADVISORS LLC | $2.7M incl. $441.9K options CALL | 278,433 | 0.00% | 31q | -79.9%-$10.7M |
| Bank of New York Mellon Corp | $2.6M | 317,734 | 0.00% | 31q | +5.2%+$126.6K |
| Invesco Ltd. | $2.4M | 300,137 | 0.00% | 31q | +37.5%+$659.5K |
| Nuveen, LLC | $2.4M | 295,258 | 0.00% | 6q | +63.2%+$920.3K |
| Y-Intercept (Hong Kong) Ltd | $2.3M | 285,290 | 0.05% | 10q | +169.4%+$1.4M |
| ACADIAN ASSET MANAGEMENT LLC | $2.1M | 262,946 | 0.00% | new | NEW |
| CWA Asset Management Group, LLC | $2.1M | 254,831 | 0.06% | 10q | +10.4%+$192.9K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2.0M | 245,701 | 0.00% | 3q | +68.3%+$802.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M incl. $1.7M options CALL | 11,970 | 0.00% | 3q | -96.4%-$47.1M |
| Jain Global LLC | $1.8M | 218,111 | 0.01% | 2q | +573.6%+$1.5M |
| LEE DANNER & BASS INC | $1.6M | 195,000 | 0.09% | 30q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.6M | 194,569 | 0.00% | 31q | -1.1%-$17.9K |
| ExodusPoint Capital Management, LP | $1.5M | 186,529 | 0.01% | new | NEW |
| Swiss National Bank | $1.4M | 170,250 | 0.00% | 31q | +1.9%+$25.8K |
| Russell Investments Group, Ltd. | $1.4M | 169,183 | 0.00% | 24q | +40.5%+$393.1K |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1.3M | 156,951 | 0.00% | 23q | HELD |
| IEQ CAPITAL, LLC | $1.2M | 154,165 | 0.01% | new | NEW |
| EXCHANGE TRADED CONCEPTS, LLC | $1.2M | 153,956 | 0.01% | 15q | -29.4%-$516.2K |
| Quantinno Capital Management LP | $1.1M | 142,643 | 0.00% | 8q | +44.8%+$355.0K |
| Engineers Gate Manager LP | $1.1M | 141,958 | 0.01% | 8q | +40.4%+$328.7K |
| BNP PARIBAS FINANCIAL MARKETS | $1.1M | 139,989 | 0.00% | 31q | +293.9%+$840.8K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.0M | 130,126 | 0.00% | 31q | +33.2%+$261.5K |
| Creative Planning | $1.0M | 127,427 | 0.00% | 13q | +152.4%+$619.3K |
| KLP KAPITALFORVALTNING AS | $953.1K | 118,400 | 0.00% | 7q | HELD |
| ROYCE & ASSOCIATES LP | $941.4K | 116,940 | 0.01% | 5q | -1.2%-$11.8K |
| RHUMBLINE ADVISERS | $913.6K | 113,493 | 0.00% | 31q | +3.0%+$26.6K |
| WELLS FARGO & COMPANY/MN | $909.9K | 113,029 | 0.00% | 31q | +96.0%+$445.7K |
| Brevan Howard Capital Management LP | $906.3K | 112,581 | 0.01% | 2q | +676.9%+$789.6K |
| Quantbot Technologies LP | $887.2K | 110,210 | 0.03% | 4q | -44.9%-$724.3K |
| Campbell & CO Investment Adviser LLC | $845.0K | 104,971 | 0.04% | new | NEW |
| DEUTSCHE BANK AG\ | $841.0K | 104,476 | 0.00% | 34q | +12.6%+$93.8K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $798.8K | 99,231 | 0.00% | 31q | +28.7%+$178.2K |
| VOYA INVESTMENT MANAGEMENT LLC | $763.7K | 94,866 | 0.00% | 31q | -30.1%-$328.5K |
| Odyssean, LLC | $743.3K | 92,339 | 0.12% | new | NEW |
| BARCLAYS PLC | $689.0K | 85,592 | 0.00% | 31q | -32.4%-$330.1K |
| Cerity Partners LLC | $681.8K | 84,689 | 0.00% | 2q | +592.2%+$583.3K |
| Mariner, LLC | $667.9K | 82,969 | 0.00% | new | NEW |
| Polymer Capital Management (US) LLC | $618.5K | 76,829 | 0.08% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $597.3K | 74,201 | 0.00% | 3q | +186.2%+$388.6K |
| Vident Advisory, LLC | $591.6K | 73,494 | 0.00% | new | NEW |
| Numerai GP LLC | $570.4K | 70,851 | 0.05% | new | NEW |
| CoreCommodity Management, LLC | $557.4K | 69,241 | 0.11% | 22q | -8.7%-$53.3K |
| Vanguard Global Advisers, LLC | $532.2K | 66,113 | 0.00% | 2q | -38.3%-$330.0K |
| ALLIANCEBERNSTEIN L.P. | $531.3K | 81,610 | 0.00% | 31q | +9.4%+$45.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $506.8K | 61,651 | 0.00% | 6q | +325.3%+$387.6K |
| HANCOCK WHITNEY CORP | $480.6K | 59,701 | 0.01% | 5q | -2.2%-$10.9K |
| CITIGROUP INC | $464.1K | 57,650 | 0.00% | 31q | +325.0%+$354.9K |
| PDT Partners, LLC | $461.9K | 57,379 | 0.02% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $452.1K | 56,159 | 0.00% | 2q | HELD |
| Legal & General Group Plc | $447.7K | 55,619 | 0.00% | 31q | -7.7%-$37.3K |
| STRS OHIO | $443.6K | 55,100 | 0.00% | 24q | +4138.5%+$433.1K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $416.4K | 51,722 | 0.03% | new | NEW |
| Entropy Technologies, LP | $413.5K | 51,368 | 0.02% | 3q | +112.5%+$218.9K |
| MetLife Investment Management, LLC | $409.4K | 50,855 | 0.00% | 32q | +46.9%+$130.7K |
| Truvestments Capital LLC | $396.2K | 49,220 | 0.06% | 4q | HELD |
Showing the largest 100 of 239 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-01 | 2026-09-28 | Change of control | filing |
| 2026-09-16 | 2026-09-15 | Directors or officers departed or appointed | filing |
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 | 43 | $20.3M | 2,151,889 | 8 | 12 | 9 | 0.0% |
| Q2 2026 | 239 | $638.2M | 78,941,384 | 50 | 77 | 71 | 0.4% |
| Q1 2026 | 216 | $461.1M | 70,594,055 | 39 | 73 | 71 | 0.3% |
| Q4 2025 | 224 | $566.8M | 77,865,786 | 31 | 66 | 94 | 1.1% |
| Q3 2025 | 230 | $649.0M | 78,970,460 | 23 | 84 | 87 | 0.7% |
| Q2 2025 | 247 | $695.2M | 80,752,658 | 29 | 98 | 76 | 0.2% |
| Q1 2025 | 249 | $730.7M | 79,386,580 | 37 | 86 | 87 | 0.1% |
| Q4 2024 | 254 | $850.1M | 79,118,077 | 25 | 91 | 82 | 0.4% |
| Q3 2024 | 243 | $667.3M | 76,644,970 | 40 | 78 | 80 | 0.3% |
| Q2 2024 | 222 | $767.8M | 78,114,685 | 23 | 71 | 77 | 0.3% |
| Q1 2024 | 229 | $926.0M | 81,846,065 | 34 | 69 | 78 | 0.5% |
| Q4 2023 | 217 | $844.9M | 78,217,199 | 21 | 61 | 73 | 0.6% |
| Q3 2023 | 217 | $754.5M | 74,186,336 | 30 | 54 | 83 | 0.2% |
| Q2 2023 | 216 | $576.1M | 73,140,604 | 22 | 74 | 69 | 0.1% |
| Q1 2023 | 220 | $669.1M | 74,369,325 | 33 | 69 | 67 | 0.2% |
| Q4 2022 | 210 | $623.3M | 72,133,232 | 34 | 81 | 60 | 0.1% |
| Q3 2022 | 182 | $472.2M | 81,149,559 | 18 | 65 | 60 | 0.1% |
| Q2 2022 | 186 | $562.2M | 82,028,540 | 30 | 55 | 54 | 0.6% |
| Q1 2022 | 186 | $730.9M | 81,675,779 | 33 | 62 | 57 | 0.2% |
| Q4 2021 | 176 | $581.5M | 88,080,120 | 24 | 56 | 56 | 0.2% |
| Q3 2021 | 165 | $556.0M | 88,321,341 | 16 | 53 | 62 | 0.2% |
| Q2 2021 | 165 | $1.2B | 166,966,028 | 21 | 61 | 49 | 0.1% |
| Q1 2021 | 164 | $684.7M | 97,273,433 | 28 | 58 | 48 | 0.4% |
| Q4 2020 | 165 | $378.2M | 86,523,659 | 32 | 55 | 42 | 0.4% |
| Q3 2020 | 139 | $303.6M | 88,679,346 | 17 | 42 | 44 | 0.0% |
| Q2 2020 | 138 | $302.1M | 102,033,676 | 17 | 54 | 42 | 0.0% |
| Q1 2020 | 153 | $562.0M | 145,968,096 | 18 | 45 | 55 | 0.0% |
| Q4 2019 | 169 | $686.8M | 109,687,350 | 25 | 55 | 49 | 0.5% |
| Q3 2019 | 174 | $606.2M | 106,814,154 | 26 | 62 | 51 | 0.6% |
| Q2 2019 | 187 | $973.9M | 108,216,551 | 31 | 72 | 40 | 1.0% |
| Q1 2019 | 194 | $735.6M | 85,835,338 | 37 | 63 | 50 | 0.7% |
| Q4 2018 | 183 | $732.9M | 85,501,826 | 6 | 1 | 5 | 0.1% |