STONEX GROUP INC (SNEX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
440
Reporting holders
$7.2B
Reported value
50.1%
Of shares outstanding
0.6%
Held as options
+78
Holder change
Institutions report 60,476,625 shares against 120,616,735 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.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.3B | 11,340,734 | 0.02% | 8q | +3.0%+$38.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $474.4M | 4,003,159 | 0.02% | 2q | +7.0%+$31.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | $379.7M | 3,203,895 | 0.01% | 2q | +5.9%+$21.2M |
| AMERICAN CENTURY COMPANIES INC | $351.1M | 2,962,664 | 0.16% | 24q | -12.8%-$51.6M |
| STATE STREET CORP | $343.8M | 2,901,690 | 0.01% | 23q | +4.3%+$14.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $246.7M | 2,081,459 | 0.01% | 24q | +4.4%+$10.5M |
| DIMENSIONAL FUND ADVISORS LP | $195.8M | 1,652,900 | 0.04% | 24q | -21.6%-$53.9M |
| AltraVue Capital, LLC | $163.2M | 1,377,144 | 11.76% | 22q | -15.5%-$29.8M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $153.5M | 1,295,654 | 0.55% | 23q | +276.0%+$112.7M |
| NORGES BANK | $146.3M | 1,234,843 | 0.01% | 2q | +429.9%+$118.7M |
| WASATCH ADVISORS LP | $139.7M | 1,179,158 | 0.91% | new | NEW |
| MORGAN STANLEY | $115.6M | 975,732 | 0.01% | 24q | +2.9%+$3.2M |
| AMERIPRISE FINANCIAL INC | $108.4M | 914,634 | 0.02% | 24q | -69.3%-$244.3M |
| JPMORGAN CHASE & CO | $105.2M | 905,001 | 0.01% | 24q | -1.8%-$2.0M |
| NORTHERN TRUST CORP | $104.1M | 878,340 | 0.01% | 24q | +1.3%+$1.3M |
| Driehaus Capital Management LLC | $103.7M | 875,452 | 0.60% | 5q | +1.6%+$1.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $98.2M | 829,108 | 0.01% | 24q | +3.4%+$3.2M |
| Sixth Street Partners Management Company, L.P. | $98.2M | 829,108 | 0.01% | new | NEW |
| Invesco Ltd. | $93.5M | 788,826 | 0.01% | 24q | +4.9%+$4.4M |
| Boston Partners | $85.4M | 725,173 | 0.08% | 17q | -13.6%-$13.5M |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $82.2M | 694,090 | 4.07% | 24q | -26.4%-$29.6M |
| FMR LLC | $80.1M | 676,015 | 0.00% | 24q | +77.1%+$34.9M |
| Public Sector Pension Investment Board | $67.1M | 565,994 | 0.09% | 24q | +78.9%+$29.6M |
| HENNESSY ADVISORS INC | $66.9M | 564,600 | 2.14% | 5q | -20.0%-$16.8M |
| VANGUARD FIDUCIARY TRUST CO | $60.2M | 507,822 | 0.01% | 2q | +4.1%+$2.3M |
| Nuveen, LLC | $58.3M | 492,320 | 0.01% | 6q | +16.7%+$8.4M |
| Rockefeller Capital Management L.P. | $56.7M | 478,887 | 0.09% | 22q | -40.9%-$39.2M |
| Allspring Global Investments Holdings, LLC | $55.7M | 449,798 | 0.09% | 19q | +8.4%+$4.3M |
| PRINCIPAL FINANCIAL GROUP INC | $53.5M | 451,876 | 0.03% | 24q | +2.6%+$1.3M |
| BANK OF AMERICA CORP /DE/ | $51.4M | 433,506 | 0.00% | 24q | -6.7%-$3.7M |
| Bank of New York Mellon Corp | $51.3M | 432,524 | 0.01% | 24q | +5.4%+$2.6M |
| GOLDMAN SACHS GROUP INC | $50.4M | 425,570 | 0.00% | 24q | -9.2%-$5.1M |
| Candriam S.C.A. | $46.1M | 389,399 | 0.21% | 3q | +224.0%+$31.9M |
| WOODMONT INVESTMENT COUNSEL LLC | $37.7M | 317,920 | 2.06% | 24q | -7.2%-$2.9M |
| Russell Investments Group, Ltd. | $37.4M | 315,974 | 0.03% | 24q | +157.3%+$22.9M |
| FRANKLIN RESOURCES INC | $36.8M | 310,357 | 0.01% | 10q | +273.0%+$26.9M |
| RAYMOND JAMES FINANCIAL INC | $36.1M | 304,682 | 0.01% | 7q | +65.2%+$14.2M |
| SEGALL BRYANT & HAMILL, LLC | $36.1M | 304,383 | 0.43% | 3q | +1.8%+$627.5K |
| VOYA INVESTMENT MANAGEMENT LLC | $34.7M | 293,020 | 0.03% | 24q | +797.1%+$30.9M |
| Empowered Funds, LLC | $34.3M | 289,293 | 0.18% | 2q | +847.4%+$30.7M |
| RENAISSANCE TECHNOLOGIES LLC | $33.7M | 284,166 | 0.05% | 2q | +3423.0%+$32.7M |
| UBS Group AG | $33.3M | 281,434 | 0.00% | 24q | -24.8%-$11.0M |
| Mariner, LLC | $32.9M | 278,016 | 0.03% | 18q | +8.3%+$2.5M |
| Tidal Investments LLC | $32.8M | 277,160 | 0.06% | 7q | -29.0%-$13.4M |
| ASHFORD CAPITAL MANAGEMENT INC | $32.7M | 276,036 | 3.51% | 14q | -40.8%-$22.6M |
| Champlain Investment Partners, LLC | $28.1M | 236,759 | 0.72% | 7q | -55.2%-$34.6M |
| WELLS FARGO & COMPANY/MN | $27.6M | 232,643 | 0.00% | 24q | -21.7%-$7.6M |
| Perpetual Ltd | $26.0M | 219,124 | 0.37% | 6q | -33.6%-$13.1M |
| LOOMIS SAYLES & CO L P | $25.1M | 212,055 | 0.03% | 5q | -2.6%-$675.3K |
| Motley Fool Asset Management LLC | $23.8M | 200,904 | 0.92% | 13q | -25.1%-$8.0M |
| CITIGROUP INC | $22.2M | 187,226 | 0.01% | 24q | +15.5%+$3.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $21.7M | 183,386 | 0.00% | 24q | +2.2%+$462.5K |
| RHUMBLINE ADVISERS | $21.5M | 181,491 | 0.02% | 24q | -9.7%-$2.3M |
| Aberdeen Group plc | $21.0M | 177,568 | 0.03% | 4q | -30.6%-$9.3M |
| ROYCE & ASSOCIATES LP | $20.9M | 176,007 | 0.17% | 24q | -1.0%-$202.2K |
| JANE STREET GROUP, LLC | $19.4M | 3,878 | 0.00% | 11q | HELD |
| Legal & General Group Plc | $19.3M | 163,250 | 0.00% | 24q | +3.2%+$595.0K |
| NEW YORK STATE COMMON RETIREMENT FUND | $18.8M | 158,989 | 0.02% | 24q | -20.1%-$4.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $18.3M | 69,732 | 0.00% | 23q | +77.8%+$8.0M |
| PRUDENTIAL FINANCIAL INC | $17.5M | 147,764 | 0.02% | 24q | +78.4%+$7.7M |
| Jupiter Topco LLC | $17.2M | 145,448 | 0.01% | new | FIRST |
| SEI INVESTMENTS CO | $17.2M | 144,749 | 0.02% | 9q | +77.2%+$7.5M |
| Swiss National Bank | $16.8M | 142,163 | 0.01% | 24q | +8.0%+$1.2M |
| BNP PARIBAS FINANCIAL MARKETS | $16.8M | 141,774 | 0.01% | 7q | -23.4%-$5.1M |
| Legato Capital Management LLC | $16.1M | 135,460 | 1.33% | 13q | -19.5%-$3.9M |
| Hiddenite Capital Partners LP | $15.8M | 133,389 | 1.36% | 6q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $15.6M | 131,645 | 0.00% | 18q | -24.4%-$5.0M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $15.4M | 130,331 | 0.02% | 3q | +7.9%+$1.1M |
| NEUBERGER BERMAN GROUP LLC | $15.3M | 129,006 | 0.01% | 2q | +2812.8%+$14.8M |
| D. E. Shaw & Co., Inc. | $14.3M | 113,288 | 0.01% | 5q | +29.1%+$3.2M |
| 12th Street Asset Management Company, LLC | $14.3M | 120,677 | 2.04% | 21q | -35.5%-$7.9M |
| BLAIR WILLIAM & CO/IL | $14.1M | 119,396 | 0.04% | 6q | +4.4%+$599.4K |
| DEUTSCHE BANK AG\ | $13.3M | 112,471 | 0.00% | 24q | -22.7%-$3.9M |
| Apollon Wealth Management, LLC | $12.6M | 106,259 | 0.15% | new | NEW |
| Phocas Financial Corp. | $12.3M | 103,699 | 1.71% | 23q | -23.7%-$3.8M |
| IBEX WEALTH ADVISORS | $12.3M | 103,473 | 0.96% | 4q | +3.2%+$377.3K |
| BURNEY CO/ | $11.5M | 97,454 | 0.31% | 3q | +449.9%+$9.4M |
| Swedbank AB | $11.5M | 97,000 | 0.01% | new | NEW |
| Squarepoint Ops LLC | $10.4M | 88,007 | 0.01% | 10q | -10.5%-$1.2M |
| Nine Ten Capital Management LLC | $10.0M | 84,679 | 3.12% | 25q | -85.4%-$58.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $10.0M | 84,224 | 0.02% | 6q | -14.7%-$1.7M |
| LPL Financial LLC | $9.8M | 82,370 | 0.00% | 21q | +9.4%+$838.9K |
| Jefferson Bridge Capital, LLC | $9.7M | 81,970 | 8.42% | 3q | -10.3%-$1.1M |
| TD Asset Management Inc | $9.7M | 81,678 | 0.01% | 5q | -39.7%-$6.4M |
| WINTON GROUP Ltd | $9.7M | 81,529 | 0.31% | 2q | +9.5%+$838.7K |
| OP Asset Management Ltd | $8.9M | 75,425 | 0.10% | 6q | -13.4%-$1.4M |
| ROYAL BANK OF CANADA | $8.7M | 73,062 | 0.00% | 24q | +37.2%+$2.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | $8.2M | 68,792 | 0.01% | 2q | +8.8%+$658.3K |
| ExodusPoint Capital Management, LP | $7.9M | 66,881 | 0.05% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $7.6M | 93,940 | 0.00% | 24q | +3.4%+$252.4K |
| CITADEL ADVISORS LLC | $7.3M | 7,379 | 0.00% | 24q | -72.9%-$19.7M |
| Generali Investments CEE, investicni spolecnost, a.s. | $7.1M | 59,725 | 0.34% | new | NEW |
| CHATHAM CAPITAL GROUP, INC. | $7.0M | 59,012 | 0.89% | 11q | -23.3%-$2.1M |
| Walleye Capital LLC | $6.8M | 57,186 | 0.02% | new | NEW |
| Harvest Investment Services, LLC | $6.7M | 56,938 | 1.04% | 4q | +10.6%+$649.0K |
| CREDIT AGRICOLE S A | $6.6M | 55,948 | 0.01% | 7q | HELD |
| PEREGRINE CAPITAL MANAGEMENT LLC | $6.4M | 53,639 | 0.21% | 3q | -20.8%-$1.7M |
| AQR CAPITAL MANAGEMENT LLC | $6.2M | 52,624 | 0.00% | 24q | +15.0%+$815.6K |
| Louisiana State Employees Retirement System | $6.2M | 61,950 | 0.05% | 24q | +99.5%+$3.1M |
| Polar Capital Holdings Plc | $6.1M | 51,876 | 0.01% | 3q | -49.1%-$5.9M |
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 →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-31 | 13G | Vanguard Portfolio Management | 5.1% |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 440 | $7.2B | 60,476,625 | 108 | 154 | 121 | 0.6% |
| Q1 2026 | 362 | $4.7B | 58,364,855 | 56 | 270 | 23 | 0.3% |
| Q4 2025 | 336 | $3.5B | 36,699,193 | 43 | 109 | 103 | 0.3% |
| Q3 2025 | 339 | $3.7B | 36,682,918 | 59 | 126 | 91 | 0.5% |
| Q2 2025 | 316 | $3.2B | 35,267,803 | 57 | 100 | 109 | 0.2% |
| Q1 2025 | 284 | $2.7B | 34,737,031 | 51 | 207 | 19 | 0.1% |
| Q4 2024 | 259 | $2.2B | 22,214,849 | 46 | 89 | 69 | 0.2% |
| Q3 2024 | 231 | $1.8B | 21,778,959 | 28 | 70 | 81 | 0.0% |
| Q2 2024 | 223 | $1.6B | 21,911,431 | 33 | 77 | 69 | 0.0% |
| Q1 2024 | 210 | $1.6B | 22,800,999 | 30 | 59 | 69 | 0.1% |
| Q4 2023 | 204 | $1.6B | 22,253,413 | 23 | 157 | 15 | 0.2% |
| Q3 2023 | 189 | $1.4B | 14,032,459 | 17 | 60 | 68 | 0.2% |
| Q2 2023 | 183 | $1.2B | 14,068,973 | 17 | 61 | 65 | 0.2% |
| Q1 2023 | 186 | $1.4B | 13,904,451 | 22 | 69 | 66 | 0.2% |
| Q4 2022 | 179 | $1.1B | 11,967,437 | 33 | 57 | 52 | 0.4% |
| Q3 2022 | 201 | $1.3B | 15,395,439 | 35 | 65 | 66 | 0.1% |
| Q2 2022 | 184 | $1.2B | 15,333,526 | 24 | 59 | 54 | 0.1% |
| Q1 2022 | 170 | $1.1B | 15,238,709 | 22 | 58 | 52 | 0.1% |
| Q4 2021 | 162 | $907.4M | 14,779,918 | 15 | 50 | 57 | 0.2% |
| Q3 2021 | 151 | $959.9M | 14,551,144 | 10 | 42 | 52 | 0.1% |
| Q2 2021 | 159 | $889.6M | 14,634,258 | 26 | 51 | 47 | 0.1% |
| Q1 2021 | 152 | $959.8M | 14,663,506 | 20 | 44 | 60 | 0.1% |
| Q4 2020 | 153 | $827.1M | 14,263,160 | 25 | 50 | 41 | 0.1% |
| Q3 2020 | 137 | $694.2M | 13,535,753 | 133 | 2 | 3 | 0.2% |
| Q2 2020 | 5 | $60.2M | 1,093,807 | 4 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $912.0K | 25,160 | 0 | 1 | 0 | 0.0% |
| Q4 2019 | 1 | $1.0M | 21,400 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $879.0K | 21,400 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $847.0K | 21,400 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $829.0K | 21,400 | 0 | 1 | 0 | 0.0% |
| Q4 2018 | 1 | $402.0K | 11,000 | 1 | 0 | 0 | 0.0% |