SunCoke Energy Inc (SXC) Ownership

8.53 ↓0.13 (-1.50%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of SunCoke Energy Inc (SXC), owning a total of 14.1 million shares. Combined, the top 37 institutional holders of SXC own 98.08% of the company with a total of 82.8 million shares.

In the latest ownership report on December 31st 2024, the top 37 institutional holders increased their combined ownership of SXC by 3.8 million shares. 13 institutions bought 5,360,553 total additional shares and increased their ownership by an average of 37.41%. However 7 institutions sold 1,520,892 total shares and decreased their ownership by an average of 10.97%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of SunCoke Energy increased by a net total of 3,839,661 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	16.637%	0.846%	14,082,228	118,075	2024-12-31
Vanguard Group Inc	8.262%	0.282%	6,993,020	19,644	2024-12-31
Dimensional Fund Advisors, Inc.	7.018%	-2.266%	5,940,787	-137,744	2024-12-31
State Street Corp	5.323%	-7.070%	4,505,572	-342,762	2024-12-31
American Century Companies Inc	3.642%	11.035%	3,082,691	306,356	2024-12-31
Pacer Advisors, INC.	2.999%	0.000%	2,538,682	2,538,682	2024-12-31
Renaissance Technologies Corp	2.686%	-1.482%	2,273,761	-34,200	2024-12-31
LSV Asset Management	2.619%	9.752%	2,216,505	196,939	2024-12-31
Geode Capital Management, LLC	2.341%	-0.172%	1,981,183	-3,422	2024-12-31
Morgan Stanley - Brokerage Accounts	2.174%	1.187%	1,840,258	21,584	2024-12-31
Goldman Sachs Group Inc	1.845%	-7.669%	1,561,844	-129,717	2024-12-31
Bridgeway Capital Management, LLC	1.788%	1.586%	1,513,768	23,633	2024-12-31
D. E. Shaw & Co LP	1.732%	73.217%	1,465,691	619,532	2024-12-31
Jane Street Group LLC	1.313%	67.087%	1,111,217	446,163	2024-12-31
NORGES BANK	1.307%	293.808%	1,106,600	825,600	2024-12-31
Qube Research & Technologies	1.253%	7.598%	1,060,993	74,922	2024-12-31
Charles Schwab Investment Management Inc	1.229%	-13.670%	1,040,090	-164,690	2024-12-31
Bank of New York Mellon Corp	1.217%	4.463%	1,030,196	44,009	2024-12-31
Northern Trust Corp	1.102%	15.528%	933,091	125,414	2024-12-31
Amvescap Plc.	1.046%	-44.450%	885,266	-708,357	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	16.637%	0.846%	14,082,228	118,075	2024-12-31
Vanguard Group Inc	8.262%	0.282%	6,993,020	19,644	2024-12-31
Dimensional Fund Advisors, Inc.	7.018%	-2.266%	5,940,787	-137,744	2024-12-31
First Trust Advisors L.P.	5.992%	32.395%	5,038,898	1,232,927	2024-06-30
State Street Corporation	5.786%	-12.140%	4,864,649	-672,156	2024-03-31
State Street Corp	5.323%	-7.070%	4,505,572	-342,762	2024-12-31
American Century Companies Inc	3.642%	11.035%	3,082,691	306,356	2024-12-31
Pacer Advisors, INC.	2.999%	0.000%	2,538,682	2,538,682	2024-12-31
Renaissance Technologies Corp	2.686%	-1.482%	2,273,761	-34,200	2024-12-31
LSV Asset Management	2.619%	9.752%	2,216,505	196,939	2024-12-31
Geode Capital Management, LLC	2.341%	-0.172%	1,981,183	-3,422	2024-12-31
Morgan Stanley - Brokerage Accounts	2.174%	1.187%	1,840,258	21,584	2024-12-31
Millennium Management LLC	2.033%	1,106.450%	1,714,818	1,572,681	2024-09-30
JPMorgan Chase & Co	2.020%	28.939%	1,704,102	382,470	2024-09-30
Goldman Sachs Group Inc	1.845%	-7.669%	1,561,844	-129,717	2024-12-31
Bridgeway Capital Management, LLC	1.788%	1.586%	1,513,768	23,633	2024-12-31
D. E. Shaw & Co LP	1.732%	73.217%	1,465,691	619,532	2024-12-31
Victory Capital Management Inc.	1.656%	-19.032%	1,381,514	-324,726	2022-09-30
Boundary Creek Advisors LP	1.648%	-55.350%	1,380,213	-1,710,935	2022-12-31
Nuveen Asset Management, LLC	1.504%	-0.225%	1,259,682	-2,841	2023-09-30
Jane Street Group LLC	1.313%	67.087%	1,111,217	446,163	2024-12-31
NORGES BANK	1.307%	293.808%	1,106,600	825,600	2024-12-31
Qube Research & Technologies	1.253%	7.598%	1,060,993	74,922	2024-12-31
Charles Schwab Investment Management Inc	1.229%	-13.670%	1,040,090	-164,690	2024-12-31
Bank of New York Mellon Corp	1.217%	4.463%	1,030,196	44,009	2024-12-31
Acadian Asset Management LLC	1.220%	992,090.000%	1,021,956	1,021,853	2023-09-30
Northern Trust Corp	1.102%	15.528%	933,091	125,414	2024-12-31
Amvescap Plc.	1.046%	-44.450%	885,266	-708,357	2024-12-31
TCW Group Inc	1.047%	-1.971%	880,127	-17,700	2024-06-30
Jacobs Levy Equity Management, Inc.	0.994%	15.279%	835,642	110,756	2024-06-30
Teacher Retirement System Of Texas	0.996%	-26.060%	830,992	-292,880	2022-09-30
Federated Hermes Inc	0.975%	0.227%	822,593	1,862	2024-09-30
Empowered Funds, LLC	0.968%	116.365%	814,170	437,875	2024-03-31
Gendell Jeffrey L	0.965%	-9.922%	805,059	-88,676	2022-09-30
Arrowstreet Capital Limited Partnership	0.945%	-37.212%	794,357	-470,774	2024-06-30
Assenagon Asset Management SA	0.932%	49.398%	783,778	259,152	2024-03-31
Two Sigma Advisers, LLC	0.868%	-9.335%	726,525	-74,800	2023-03-31

Mutual Fund Ownership

First Trust SMID Cp Rising Div Achv ETF is the biggest individual fund holder of SunCoke Energy Inc (SXC), owning a total of 5.5 million shares. Combined, the top 38 mutual fund holders of SXC own 59.27% of the company with a total of 50 million shares.

In the latest ownership report on March 31st 2025, the top 38 fund holders increased their combined ownership of SXC by 8 thousand shares. 4 funds bought 60,570 total additional shares and increased their ownership by an average of 1.88%. However 5 funds sold 52,988 total shares and decreased their ownership by an average of 1.29%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding SunCoke Energy increased by a net total of 7,582 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	6.161%	0.069%	5,215,146	3,616	2025-03-31
Vanguard Total Stock Mkt Idx Inv	3.147%	0.000%	2,663,866	0	2025-03-31
iShares Russell 2000 ETF	2.629%	-0.860%	2,225,190	-19,305	2025-03-31
SPDR® S&P Metals and Mining ETF	2.387%	-0.087%	2,020,808	-1,757	2025-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.559%	1.356%	1,319,302	17,653	2025-03-31
iShares S&P Small-Cap 600 Value ETF	1.013%	-0.099%	857,712	-848	2025-03-31
iShares Russell 2000 Value ETF	0.908%	0.000%	768,757	0	2025-03-31
Pacer US Small Cap Cash Cows 100 ETF	0.882%	-0.649%	746,837	-4,878	2025-03-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.881%	0.146%	745,852	1,088	2025-03-31
Fidelity Enhanced Small Cap ETF	0.804%	5.951%	680,317	38,213	2025-03-31
Xtrackers MSCI EM Swap ETF 1C	0.783%	0.000%	662,581	0	2025-03-31
Dimensional US Targeted Value ETF	0.716%	0.000%	606,290	0	2025-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.617%	-4.775%	522,455	-26,200	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
First Trust SMID Cp Rising Div Achv ETF	6.580%	0.438%	5,532,044	24,136	2024-08-29
iShares Core S&P Small-Cap ETF	6.161%	0.069%	5,215,146	3,616	2025-03-31
Avantis US Small Cap Value ETF	3.375%	0.108%	2,856,862	3,090	2025-03-29
Vanguard Total Stock Mkt Idx Inv	3.147%	0.000%	2,663,866	0	2025-03-31
Vanguard US Total Market Shares ETF	3.142%	0.000%	2,659,906	0	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.011%	-0.103%	2,522,025	-2,610	2023-03-31
iShares Russell 2000 ETF	2.629%	-0.860%	2,225,190	-19,305	2025-03-31
SPDR® S&P Metals and Mining ETF	2.387%	-0.087%	2,020,808	-1,757	2025-03-31
DFA US Small Cap Value I	1.854%	0.000%	1,569,334	0	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	1.559%	1.356%	1,319,302	17,653	2025-03-31
Avantis® U.S. Small Cap Value ETF	1.495%	0.000%	1,252,051	0	2023-07-29
Victory Market Neutral Income I	1.327%	-4.701%	1,106,966	-54,603	2022-09-30
Vanguard Extended Market Index Investor	1.321%	4.461%	1,106,403	47,253	2023-08-31
CREF Stock R1	1.112%	-10.361%	931,605	-107,680	2023-10-31
iShares S&P Small-Cap 600 Value ETF	1.013%	-0.099%	857,712	-848	2025-03-31
Bridgeway Small Cap Value	1.005%	0.000%	841,600	0	2023-03-31
Bridgeway Small-Cap Value	1.005%	0.000%	841,600	0	2023-03-31
Fidelity Small Cap Index	0.982%	-1.838%	831,298	-15,567	2025-01-31
Fidelity® Small Cap Index	0.965%	3.072%	807,871	24,075	2023-10-31
Federated Hermes MDT Small Cap Core IS	0.911%	0.000%	770,710	0	2024-12-31
Federated Hermes MDT SCC Institutional	0.911%	0.000%	770,710	0	2024-12-31
iShares Russell 2000 Value ETF	0.908%	0.000%	768,757	0	2025-03-31
Vanguard Strategic Small-Cap Equity Inv	0.902%	0.000%	763,609	0	2024-12-31
Invesco S&P SmallCap Value with Momt ETF	0.899%	0.000%	756,149	0	2024-11-30
DFA US Targeted Value I	0.886%	0.000%	750,080	0	2025-02-28
SPDR® Portfolio S&P 600 Sm Cap ETF	0.889%	-0.141%	747,063	-1,057	2024-05-30
Pacer US Small Cap Cash Cows 100 ETF	0.882%	-0.649%	746,837	-4,878	2025-03-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.881%	0.146%	745,852	1,088	2025-03-31
Schwab Fundamental US Small Company ETF	0.877%	0.000%	736,979	0	2024-05-31
Schwab Fundamental U.S. Small CompanyETF	0.877%	0.000%	736,979	0	2024-05-31
Fidelity Enhanced Small Cap ETF	0.804%	5.951%	680,317	38,213	2025-03-31
Xtrackers MSCI EM Swap ETF 1C	0.783%	0.000%	662,581	0	2025-03-31
Dimensional US Targeted Value ETF	0.716%	0.000%	606,290	0	2025-03-31
Vanguard Tax-Managed Small Cap Adm	0.670%	0.000%	565,525	0	2025-01-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.617%	-4.775%	522,455	-26,200	2025-03-31
Fidelity Extended Market Index	0.597%	2.319%	501,819	11,375	2024-08-31
SPDR® S&P 600 Small Cap Value ETF	0.597%	-0.440%	501,606	-2,216	2024-12-31
Bridgeway Omni Small-Cap Value	0.592%	0.000%	497,700	0	2024-09-30