SR — SPIRE INC
Reported value held$2.16B
Funds holding (latest)42
SectorUtilities
Funds holding (Q2 2026)33
Institutional value$1.61B · 20.66M sh
New / Add / Cut / Exit4 / 15 / 12 / 3
Top-5 / Top-10 concentration60.6% / 77.3%
Institutional holdings change
Accumulating +1.8%
(+366.54K sh)
Institutional value change
Down -12.2%
As of Q2 2026, 33 SEC-registered investment managers reported holding SR (SPIRE INC) in their latest 13F filings, with a combined reported value of $1.61B across 20.66M shares. That is +1.8% by share count (+366.54K shares) versus the previous quarter, while reported value moved -12.2%. Ownership is concentrated: the five largest holders account for 60.6% of reported value and the top ten for 77.3%.
Compared with the prior quarter, 4 opened new positions, 15 added to existing stakes, 12 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SR is classified in the Utilities sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 8.55M | $667.64M | 0.01% | Add |
| Vanguard Group history | Q4 2025 | 6.43M | $531.79M | 0.01% | Hold |
| Geode Capital Management history | Q2 2026 | 1.65M | $128.79M | 0.01% | Reduce |
| Northern Trust Corp history | Q2 2026 | 794.42K | $62.04M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 765.08K | $59.75M | 0.00% | Reduce |
| MFS Investment Management history | Q2 2026 | 718.10K | $56.08M | 0.02% | Hold |
| Charles Schwab Investment Management history | Q2 2026 | 705.66K | $55.10M | 0.01% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 703.26K | $54.92M | 0.01% | Add |
| Goldman Sachs Group history | Q2 2026 | 689.72K | $53.86M | 0.01% | Add |
| Invesco Ltd history | Q2 2026 | 679.36K | $53.05M | 0.00% | Add |
| Wellington Management Group history | Q2 2026 | 667.62K | $52.13M | 0.01% | Add |
| BNY Mellon history | Q2 2026 | 588.97K | $45.99M | 0.01% | Reduce |
| Manulife Financial history | Q2 2026 | 479.28K | $37.43M | 0.03% | Hold |
| UBS Group AG history | Q2 2026 | 463.28K | $36.18M | 0.01% | Reduce |
| AQR Capital Management history | Q2 2026 | 390.02K | $30.46M | 0.01% | Reduce |
| Bank of America Corp history | Q2 2026 | 370.98K | $28.97M | 0.00% | Reduce |
| Renaissance Technologies history | Q2 2026 | 343.00K | $26.78M | 0.04% | Add |
| Franklin Resources history | Q2 2026 | 324.76K | $25.36M | 0.01% | Add |
| Deutsche Bank AG history | Q2 2026 | 320.76K | $25.05M | 0.01% | Reduce |
| Legal & General Investment Management America history | Q2 2026 | 280.99K | $21.94M | 0.01% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 193.10K sh · $15.52M
- Marshall Wace 19.76K sh · $1.54M
- Point72 Asset Management 11.66K sh · $910.84K
- Arrowstreet Capital 11.43K sh · $892.26K
Fully Exited (vs previous quarter)
- Millennium Management sold 55.12K sh · $4.99M
- Janus Henderson Group sold 26.25K sh · $2.38M
- Two Sigma Investments sold 4.87K sh · $440.93K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 7.60M | 7.73M | 7.59M | 7.82M | 7.83M | 8.08M | 7.98M | 8.55M |
| Geode Capital Management | 826.51K | 865.39K | 897.15K | 909.37K | 926.92K | 1.02M | 999.46K | 1.05M | 1.09M | 1.14M | 1.21M | 1.31M | 1.39M | 1.38M | 1.49M | 1.51M | 1.53M | 1.58M | 1.71M | 1.65M |
| Northern Trust Corp | 816.42K | 806.89K | 778.46K | 769.90K | 765.41K | 754.62K | 753.11K | 746.28K | 691.29K | 720.59K | 609.87K | 646.40K | 748.04K | 845.61K | 820.40K | 784.37K | 784.07K | 736.90K | 764.88K | 794.42K |
| Morgan Stanley | 115.66K | 173.80K | 140.62K | 544.53K | 600.66K | 529.87K | 552.58K | 689.03K | 1.43M | 825.58K | 406.72K | 724.41K | 964.81K | 768.52K | 692.24K | 718.43K | 992.97K | 1.09M | 870.65K | 765.08K |
| MFS Investment Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 536.75K | 594.24K | 715.32K | 718.10K |
| Charles Schwab Investment Management | 528.36K | 555.90K | 582.77K | 597.03K | 608.03K | 604.92K | 606.14K | 615.71K | 648.86K | 677.34K | 722.54K | 769.72K | 805.93K | 834.65K | 824.21K | 794.49K | 775.95K | 739.87K | 732.87K | 705.66K |
| Norges Bank Investment Management | — | — | — | — | — | 334.47K | — | — | — | 393.67K | — | 698.13K | — | 625.56K | — | 618.65K | — | 558.96K | — | 703.26K |
| Goldman Sachs Group | 289.11K | 625.93K | 439.54K | 510.09K | 541.13K | 473.81K | 393.75K | 541.16K | 461.93K | 398.00K | 357.34K | 352.53K | 544.39K | 695.02K | 426.02K | 299.17K | 461.85K | 647.65K | 631.18K | 689.72K |
| Invesco Ltd | 412.59K | 453.93K | 762.48K | 700.37K | 775.19K | 800.83K | 775.13K | 627.52K | 788.69K | 705.37K | 730.49K | 728.48K | 718.60K | 706.86K | 577.19K | 585.92K | 846.26K | 748.91K | 604.76K | 679.36K |
| Wellington Management Group | 656.24K | 691.83K | 654.30K | 332.73K | 318.57K | 321.48K | — | 83.44K | 313.21K | 374.78K | 703.49K | 799.78K | 793.21K | 1.02M | 826.92K | 540.93K | 585.78K | 556.80K | 658.69K | 667.62K |
| BNY Mellon | 718.26K | 884.57K | 900.85K | 896.90K | 934.66K | 731.42K | 744.22K | 725.19K | 686.88K | 776.34K | 781.00K | 752.18K | 672.06K | 778.44K | 778.53K | 797.64K | 757.46K | 609.53K | 610.02K | 588.97K |
| Manulife Financial | 519.03K | 517.86K | 497.89K | 497.53K | 496.26K | 496.05K | 494.44K | 492.85K | 497.18K | 495.53K | 499.25K | 501.85K | 501.21K | 499.85K | 499.91K | 483.64K | 480.45K | 477.97K | 479.72K | 479.28K |
| UBS Group AG | 37.46K | 70.51K | 42.88K | 31.66K | 26.85K | 31.69K | 72.32K | 95.35K | 72.81K | 184.62K | 93.81K | 81.69K | 125.86K | 317.54K | 262.58K | 325.16K | 497.66K | 384.20K | 504.19K | 463.28K |
| AQR Capital Management | 11.92K | 7.36K | 7.23K | 13.02K | 39.34K | 38.28K | 33.41K | 12.10K | 17.05K | 20.00K | 33.47K | 130.83K | 169.15K | 163.84K | 234.93K | 318.00K | 368.33K | 367.09K | 412.81K | 390.02K |
| Bank of America Corp | 326.49K | 356.09K | 332.52K | 365.44K | 358.16K | 355.04K | 415.21K | 347.98K | 457.62K | 488.90K | 649.66K | 592.91K | 554.00K | 466.82K | 471.38K | 475.48K | 344.77K | 400.53K | 385.68K | 370.98K |
| Renaissance Technologies | 55.30K | 4.30K | 130.80K | 45.80K | — | 10.60K | — | — | 67.40K | — | 7.10K | 21.10K | 12.30K | — | 10.40K | 23.10K | — | — | 40.10K | 343.00K |
| Franklin Resources | 1.12M | 1.12M | 1.00M | 1.02M | 1.03M | 1.04M | 804.60K | 835.90K | 837.36K | 735.18K | 708.49K | 732.52K | 724.60K | 674.54K | 658.92K | 669.31K | 40.37K | 40.49K | 37.00K | 324.76K |
| Deutsche Bank AG | 85.42K | 73.31K | 69.30K | 65.48K | 60.48K | 59.35K | 68.82K | 76.63K | 59.06K | 53.09K | 51.53K | 69.34K | 73.59K | 89.36K | 92.86K | 1.34M | 2.61M | 2.48M | 2.18M | 320.76K |
| Legal & General Investment Management America | 420.70K | 432.90K | 405.38K | 378.93K | 346.59K | 351.24K | 350.86K | 360.26K | 355.35K | 377.63K | 380.86K | 356.69K | 365.02K | 351.31K | 354.32K | 363.05K | 336.68K | 306.67K | 282.84K | 280.99K |
| D. E. Shaw & Co | 6.87K | — | 14.55K | — | — | — | 24.85K | — | 46.62K | — | — | 6.04K | — | — | — | — | — | 10.25K | 87.73K | 234.15K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details