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StoneX Group (SNEX) Institutional Ownership

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$76.02 +0.79 (+1.05%)
Closing price 04:00 PM Eastern
Extended Trading
$71.60 -4.42 (-5.81%)
As of 05:50 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for StoneX Group (NASDAQ:SNEX)

Current
Institutional Ownership
Percentage
75.93%
Number of
Institutional Buyers
(last 12 months)
255
Total
Institutional Inflows
(last 12 months)
$790.12M
Number of
Institutional Sellers
(last 12 months)
143
Total
Institutional Outflows
(last 12 months)
$380.76M
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SNEX Institutional Buying and Selling by Quarter

StoneX Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/3/2026 Summit Global Investments12,043$1.43M0.1%N/A0.010%
8/3/2026 Oppenheimer Asset Management Inc.15,724$1.86M0.0%N/A0.013%
8/3/2026 Walleye Capital LLC57,186$6.78M0.0%N/A0.048%
7/10/2026 Wasatch Advisors LP1,179,158$139.73M0.9%N/A1.488%
7/10/2026 Diversified Management Inc.1,900$225K0.0%-35.0%0.002%
7/7/2026 GK Wealth Management LLC4,076$483K0.3%N/A0.005%
7/7/2026 GAMMA Investing LLC2,259$268K0.0%+19.3%0.003%
6/24/2026Basecamp Wealth Advisors LLC512$41K0.0%+49.7%0.001%
6/16/2026Empowered Funds LLC30,535$2.46M0.0%-64.3%0.039%
6/3/2026NewEdge Advisors LLC10,814$872K0.0%+119.8%0.014%
5/22/2026Segall Bryant & Hamill LLC299,088$24.12M0.3%+89.5%0.377%
5/19/2026Bank of America Corp DE464,475$37.46M0.0%+115.6%0.586%
5/19/2026Janus Henderson Group PLC134,861$10.88M0.0%+177.7%0.170%
5/18/2026Amundi11,886$959K0.0%+88.1%0.015%
5/18/2026 EverSource Wealth Advisors LLC1,102$89K0.0%+106.4%0.001%
5/18/2026California State Teachers Retirement System77,411$6.24M0.0%+85.1%0.098%
5/18/2026Royal Bank of Canada53,233$4.29M0.0%+40.3%0.067%
5/18/2026Empowered Funds LLC30,534$2.46M0.0%-64.3%0.039%
5/16/2026Ashford Capital Management Inc.466,630$37.63M4.7%+56.4%0.589%
5/16/2026The Manufacturers Life Insurance Company 36,319$2.93M0.0%+46.9%0.046%
5/16/2026Infrastructure Capital Advisors LLC10,284$829K0.1%+65.5%0.013%
5/16/2026Quantinno Capital Management LP13,098$1.06M0.0%+98.0%0.017%
5/15/2026Punch & Associates Investment Management Inc.943,579$76.10M4.4%+33.3%1.191%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund120,831$9.75M0.0%+45.3%0.152%
5/14/2026Renaissance Technologies LLC8,066$651K0.0%N/A0.010%
5/14/2026Public Employees Retirement System of Ohio4,159$335K0.0%+271.7%0.005%
5/14/2026Compound Planning Inc.2,654$214K0.0%-64.6%0.003%
5/14/2026Liberty One Investment Management LLC14,722$1.19M0.1%+85.5%0.019%
5/14/2026Sei Investments Co.81,692$6.59M0.0%+131.3%0.103%
5/14/2026Lido Advisors LLC7,149$577K0.0%+76.5%0.009%
5/14/2026State of Wyoming3,645$294K0.0%+82.4%0.005%
5/13/2026Cetera Investment Advisers21,566$1.74M0.0%+22.8%0.027%
5/13/2026 Signature Equity Partners LLC907$73K0.0%+40.2%0.001%
5/13/2026First Trust Advisors LP18,852$1.52M0.0%+54.7%0.024%
5/8/2026PNC Financial Services Group Inc.5,843$471K0.0%-49.3%0.007%
5/8/2026 Summit Global Investments3,920$316K0.0%+50.0%0.005%
5/8/2026Cassaday & Co Wealth Management LLC422$34K0.0%N/A0.001%
5/8/2026 Convergence Investment Partners LLC46,780$3.77M0.6%N/A0.059%
5/7/2026Van Berkom & Associates Inc.1,384,258$111.64M3.7%+21.1%1.759%
5/7/2026Dimensional Fund Advisors LP2,107,795$169.98M0.0%+50.2%2.679%
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5/7/2026KBC Group NV2,316$187K0.0%+85.4%0.003%
5/7/2026Swiss National Bank131,663$10.62M0.0%+50.5%0.167%
5/7/2026ANB Bank4,329$349K0.1%+49.2%0.006%
5/6/2026Future Fund LLC33,732$2.72M1.0%+89.8%0.043%
5/6/2026 Catalyst Capital Advisors LLC4,191$338K0.0%-19.0%0.005%
5/6/2026Bessemer Group Inc.195,841$15.80M0.0%+19.2%0.249%
5/6/2026Allspring Global Investments Holdings LLC415,073$33.52M0.1%+117.3%0.527%
5/5/2026 D.A. Davidson & CO.8,014$646K0.0%+50.0%0.010%
5/5/2026Bank of New York Mellon Corp410,201$33.08M0.0%+48.2%0.521%
5/5/2026Illinois Municipal Retirement Fund42,327$3.41M0.0%+80.0%0.054%
5/5/2026 Aubrey Capital Management Ltd63,000$5.08M2.7%+46.2%0.080%
5/5/2026Sanctuary Advisors LLC3,986$321K0.0%N/A0.005%
5/5/2026 Maryland State Retirement & Pension System10,327$833K0.0%+51.5%0.013%
5/4/2026Principal Financial Group Inc.440,539$35.53M0.0%+50.9%0.560%
5/4/2026Teachers Retirement System of The State of Kentucky15,619$1.26M0.0%+37.6%0.020%
5/2/2026 International Assets Investment Management LLC787$64K0.0%+49.9%0.001%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS17,319$1.40M0.0%+50.7%0.022%
5/1/2026Fifth Third Bancorp16,700$1.35M0.0%+5,994.9%0.021%
5/1/2026Simplicity Wealth LLC12,233$987K0.1%+49.7%0.016%
5/1/2026Candriam S.C.A.120,189$9.69M0.1%+323.2%0.153%
5/1/2026 Sequoia Financial Advisors LLC5,694$459K0.0%+30.1%0.007%
4/30/2026 Equitable Trust Co.6,435$519K0.0%+50.0%0.008%
4/30/2026Hsbc Holdings PLC7,670$610K0.0%-28.9%0.010%
4/30/2026 Ibex Wealth Advisors100,289$8.09M0.8%+63.3%0.127%
4/30/2026 Oregon Public Employees Retirement Fund16,050$1.29M0.0%+50.7%0.020%
4/29/2026 Burney Co.17,721$1.43M0.0%-64.4%0.023%
4/28/2026 Abel Hall LLC5,314$429K0.1%N/A0.007%
4/27/2026 New York State Teachers Retirement System67,535$5.45M0.0%+74.5%0.086%
4/25/2026 Strs Ohio23,100$1.86M0.0%+66.2%0.029%
4/24/2026 Key Financial Inc1,402$113K0.0%+49.9%0.002%
4/24/2026 Peregrine Capital Management LLC67,765$5.47M0.2%+36.8%0.086%
4/22/2026Janney Montgomery Scott LLC44,601$3.60M0.0%+68.9%0.057%
4/22/2026 Pictet Asset Management Holding SA11,435$922K0.0%+60.8%0.015%
4/22/2026 Sterling Capital Management LLC476$38K0.0%+48.8%0.001%
4/21/2026Maridea Wealth Management LLC9,195$742K0.1%+94.4%0.012%
4/21/2026 Louisiana State Employees Retirement System31,050$2.50M0.0%N/A0.039%
4/20/2026Ritholtz Wealth Management8,404$678K0.0%N/A0.011%
4/20/2026 BTC Capital Management Inc.11,190$902K0.1%+29.3%0.014%
4/20/2026 OP Asset Management Ltd87,129$7.03M0.1%N/A0.111%
4/16/2026SG Americas Securities LLC26,684$2.15M0.0%-54.8%0.034%
4/16/2026 Sheets Smith Wealth Management13,627$1.10M0.1%+50.0%0.017%
4/16/2026 Diversified Trust Co14,140$1.14M0.0%+79.1%0.018%
3/20/2026Hsbc Holdings PLC10,783$1.03M0.0%N/A0.021%
3/17/2026Rockefeller Capital Management L.P.610,633$58.09M0.1%-23.9%1.164%
3/9/2026Corient Private Wealth LLC2,993$285K0.0%+5.8%0.006%
2/25/2026MidFirst Bank28,125$2.68M0.2%N/A0.054%
2/19/2026T. Rowe Price Investment Management Inc.1,499,292$142.63M0.1%+24.4%2.858%
2/19/2026Van Diest Capital LLC2,291$218K0.3%N/A0.004%
2/19/2026Compound Planning Inc.7,505$714K0.0%-14.8%0.014%
2/19/2026Invesco Ltd.611,966$58.22M0.0%+13.1%1.167%
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2/19/2026Corient Private Wealth LLC2,993$285K0.0%+5.8%0.006%
2/18/2026Mercer Global Advisors Inc. ADV8,074$768K0.0%-7.9%0.015%
2/18/2026 Summit Global Investments2,613$249K0.0%N/A0.005%
2/18/2026State of Tennessee Department of Treasury10,405$990K0.0%-19.5%0.020%
2/18/2026NewEdge Advisors LLC4,921$468K0.0%-5.8%0.009%
2/18/2026XTX Topco Ltd6,662$634K0.0%N/A0.013%
2/18/2026Zacks Investment Management23,345$2.22M0.0%-10.3%0.044%
2/18/2026Private Capital Management LLC167,186$15.90M1.5%-0.7%0.319%
2/18/2026Millennium Management LLC41,938$3.99M0.0%N/A0.080%
2/18/2026Man Group plc109,035$10.37M0.0%+34.7%0.208%


SNEX Institutional Ownership - Frequently Asked Questions

During the previous two years, 388 institutional investors and hedge funds held shares of StoneX Group. The most heavily invested institutionals were Vanguard Group Inc. ($383.52M), Price T Rowe Associates Inc. MD ($271.26M), American Century Companies Inc. ($217.67M), State Street Corp ($174.08M), Dimensional Fund Advisors LP ($169.98M), T. Rowe Price Investment Management Inc. ($142.63M), and Wasatch Advisors LP ($139.73M).Learn more on StoneX Group's institutional investors.

75.93% of StoneX Group's stock is owned by institutional investors. Learn more on SNEX's institutional investor holdings.

Of the 361 institutional investors that purchased StoneX Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($2.02M), American Century Companies Inc. ($1.85M), Dimensional Fund Advisors LP ($1.27M), Wasatch Advisors LP ($1.18M), Perpetual Ltd ($846.80K), Price T Rowe Associates Inc. MD ($743.22K), and JPMorgan Chase & Co. ($716.31K).

Institutional investors have bought a total of 12,497,403 shares in the last 24 months. This purchase volume represents approximately $790.12M in transactions.

Of the 143 institutional investors that sold StoneX Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rockefeller Capital Management L.P. ($1.04M), T. Rowe Price Investment Management Inc. ($841.42K), Perpetual Ltd ($374.36K), Goldentree Asset Management LP ($299.96K), Harbor Capital Advisors Inc. ($278.85K), Dimensional Fund Advisors LP ($245.86K), and American Century Companies Inc. ($195.98K).

Institutional investors have sold a total of 5,958,783 shares in the last 24 months. This volume of shares sold represents approximately $380.76M in transactions.



This page (NASDAQ:SNEX) was last updated on 8/5/2026 by MarketBeat.com Staff.
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