Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.0M | $722.4M | -1.3% | 13.496% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.5M | $317.9M | — | 5.939% | 0.02% |
| 3 | STATE STREET CORP | 3.0M | $271.8M | -5.8% | 5.034% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | $230.6M | — | 4.309% | 0.01% |
| 5 | DEUTSCHE BANK AG\ | 2.2M | $197.8M | -11.8% | 3.695% | 0.07% |
| 6 | AMERICAN CENTURY COMPANIES INC | 2.1M | $189.4M | -7.0% | 3.539% | 0.10% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1.7M | $154.6M | +8.1% | 2.888% | 0.01% |
| 8 | FULLER & THALER ASSET MANAGEMENT, INC. | 1.6M | $149.2M | +1.4% | 2.788% | 0.50% |
| 9 | CAPTRUST FINANCIAL ADVISORS | 1.2M | $111.1M | -1.1% | 2.076% | 0.19% |
| 10 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.2M | $108.8M | +7.0% | 2.032% | 0.17% |
| 11 | Nuveen, LLC | 1.1M | $98.0M | -3.0% | 1.831% | 0.03% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 1.0M | $92.7M | -0.3% | 1.732% | 0.02% |
| 13 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 958K | $86.7M | -35.5% | 1.620% | 0.15% |
| 14 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 933K | $84.4M | -5.2% | 1.578% | 0.88% |
| 15 | MORGAN STANLEY | 871K | $78.8M | -20.2% | 1.473% | 0.00% |
| 16 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 852K | $77.1M | -10.8% | 1.441% | 0.77% |
| 17 | NORTHERN TRUST CORP | 765K | $69.3M | +3.8% | 1.294% | 0.01% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 733K | $66.4M | -0.9% | 1.240% | 0.01% |
| 19 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 715K | $64.8M | +20.4% | 1.210% | 0.02% |
| 20 | WELLINGTON MANAGEMENT GROUP LLP | 659K | $59.6M | +18.3% | 1.114% | 0.01% |
| 21 | GOLDMAN SACHS GROUP INC | 631K | $57.1M | -2.5% | 1.068% | 0.01% |
| 22 | Bank of New York Mellon Corp | 610K | $55.2M | +0.1% | 1.032% | 0.01% |
| 23 | Invesco Ltd. | 605K | $54.8M | -19.3% | 1.023% | 0.01% |
| 24 | FIRST TRUST ADVISORS LP | 548K | $49.6M | -4.7% | 0.926% | 0.04% |
| 25 | UBS Group AG | 504K | $45.6M | +31.2% | 0.853% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SR — a direct measure of their conviction.
Filings activity in SR during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 389 | +9.3% | 96.36% | +5.60 pp | $4.51B | +6.2% |
| Q4 2025 | 356 | +7.2% | 90.76% | +2.01 pp | $4.24B | +2.3% |
| Q3 2025 | 332 | 1.2% | 88.75% | +9.98 pp | $4.15B | +13% |
| Q2 2025 | 336 | +5.3% | 78.77% | 0.54 pp | $3.68B | 0.7% |
| Q1 2025 | 319 | +1.6% | 79.31% | +7.54 pp | $3.71B | +11% |
| Q4 2024 | 314 | +5.0% | 71.77% | +3.47 pp | $3.36B | +5.1% |
| Q3 2024 | 299 | +3.8% | 68.30% | +6.74 pp | $3.19B | +11% |
| Q2 2024 | 288 | — | 61.56% | — | $2.88B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| May 8, 2026 | KOONCE PAUL D | Buy | 2K | $85.81 | $172K |
Quick answers to the most common questions about buying SR stock.
Based on Q1 2026 13F filings, institutional ownership of Spire Inc. stands at 96.4%, held across 389 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SR, with approximately 7,978,313 shares worth $0.72B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of SR.
Our composite Smart Money Score for SR is 56 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
70 institutions opened new positions in SR during Q1 2026, while 37 fully exited. 266 added to existing positions and 52 trimmed.
SR institutional ownership rose by 5.60 percentage points quarter-over-quarter, with a net change of +33 holders.
The top 10 institutions account for 54.4% of all reported 13F value in SR, and the top 25 account for 77.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Spire Inc. (SR) Institutional Ownership