HolderBook

STONEX GROUP INC (SNEX)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

11
Reporting holders
$1.9M
Reported value
0.0%
Calls
0.0%
Puts
-462
Holder change

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

Download these holders as CSV

FilerValueShares Their book Held Change
Cadent Capital Advisors, LLC$564.3K8,7300.12%9q+50.0%+$188.1K
Farther Finance Advisors, LLC$367.0K5,6770.00%9q+65.5%+$145.2K
ANB BANK$364.0K5,6310.13%7q+50.0%+$121.3K
GK Wealth Management LLC$342.7K5,3020.19%2q+30.1%+$79.3K
GAMMA Investing LLC$231.9K3,5870.01%12q+58.8%+$85.8K
Versant Capital Management, Inc$40.7K6300.00%19q+51.1%+$13.8K
ATWOOD & PALMER INC$14.5K2250.00%6q+50.0%+$4.8K
MassMutual Private Wealth & Trust, FSB$8.7K1340.00%16q+54.0%+$3.0K
CX Institutional$4.5K69,8900.12%3q+44134.2%+$4.5K
Westwind Capital$3.6K56,2660.85%newNEW
GILPIN WEALTH MANAGEMENT, LLC$1.2K190.00%4q+46.2%
Trust Co$840130.00%4q+44.4%
Davis Capital Management$25940.00%2qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-07-3113GVanguard Portfolio Management5.1%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-15OCONNOR SEAN MICHAELExecutive Vice-Chairman-BoardSold140,070$15.5M
2026-06-15OCONNOR SEAN MICHAELExecutive Vice-Chairman-BoardSold75,000$10.2M
2026-06-12OCONNOR SEAN MICHAELExecutive Vice-Chairman-BoardSold75,000$9.8M
2026-05-18OCONNOR SEAN MICHAELExecutive Vice-Chairman-BoardSold87,790$9.8M
2026-06-12Dunaway William JChief Financial OfficerSold63,602$8.3M
2026-05-19OCONNOR SEAN MICHAELExecutive Vice-Chairman-BoardSold72,140$7.9M
2026-07-22OCONNOR SEAN MICHAELExecutive Vice-Chairman-BoardSold104,934$7.8M
2026-07-22Dunaway William JChief Financial OfficerSold95,970$7.1M
2026-05-15Dunaway William JChief Financial OfficerSold64,017$7.1M
2026-08-14Dunaway William JChief Financial OfficerSold96,490$6.4M
2026-06-30Smith Philip AndrewChief Executive OfficerSold51,540$6.1M ×2
2026-06-15Maurer Mark LowryOtherSold34,706$4.7M

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202611$1.9M29,95201000.0%
Q2 2026473$8.5B71,327,2981131641360.6%
Q1 2026389$5.6B68,844,25359292250.2%
Q4 2025362$4.1B43,365,905441201140.2%
Q3 2025370$4.3B42,244,908601401010.5%
Q2 2025351$3.6B39,875,598631141220.2%
Q1 2025314$3.0B38,981,38856231200.1%
Q4 2024288$2.5B25,111,3215299770.2%
Q3 2024260$2.0B24,904,2603380880.0%
Q2 2024250$1.9B24,628,1503588770.0%
Q1 2024241$1.8B25,235,0103470780.1%
Q4 2023236$1.8B24,582,49729180180.2%
Q3 2023217$1.5B15,702,7742167820.2%
Q2 2023210$1.3B15,685,9452369770.2%
Q1 2023220$1.7B15,961,0062480770.2%
Q4 2022232$1.5B15,447,0124077660.4%
Q3 2022201$1.3B15,395,4393565660.1%
Q2 2022184$1.2B15,333,5262459540.1%
Q1 2022170$1.1B15,238,7092258520.1%
Q4 2021162$907.4M14,779,9181550570.2%
Q3 2021151$959.9M14,551,1441042520.1%
Q2 2021159$889.6M14,634,2582651470.1%
Q1 2021152$959.8M14,663,5062044600.1%
Q4 2020153$827.1M14,263,1602550410.1%
Q3 2020137$694.2M13,535,753133230.2%
Q2 20205$60.2M1,093,8074000.0%
Q1 20201$912.0K25,1600100.0%
Q4 20191$1.0M21,4000000.0%
Q3 20191$879.0K21,4000000.0%
Q2 20191$847.0K21,4000000.0%
Q1 20191$829.0K21,4000100.0%
Q4 20181$402.0K11,0001000.0%