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StoneX Group (SNEX) Institutional Ownership

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$93.65 +1.80 (+1.96%)
Closing price 07/18/2025 04:00 PM Eastern
Extended Trading
$93.66 +0.00 (+0.01%)
As of 07/18/2025 04:20 PM Eastern
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Institutional Ownership Changes (13F Filings) for StoneX Group (NASDAQ:SNEX)

Current
Institutional Ownership
Percentage
75.93%
Number of
Institutional Buyers
(last 12 months)
228
Total
Institutional Inflows
(last 12 months)
$858.65M
Number of
Institutional Sellers
(last 12 months)
97
Total
Institutional Outflows
(last 12 months)
$128.91M
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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
7/18/2025Trust Co. of Vermont14,736$1.34M0.1%-7.7%0.030%
7/17/2025 Janney Montgomery Scott LLC29,216$2.66M0.0%-2.7%0.060%
7/17/2025 SummerHaven Investment Management LLC15,624$1.42M0.9%+1.1%0.032%
7/17/2025 Chatham Capital Group Inc.55,547$5.06M0.8%-0.7%0.114%
7/16/2025 State of Alaska Department of Revenue25,897$2.36M0.0%+7.9%0.053%
7/16/2025 Cadent Capital Advisors LLC4,605$420K0.1%+18.7%0.009%
7/15/2025 Public Employees Retirement System of Ohio722$66K0.0%+37.8%0.001%
7/15/2025 Sheets Smith Wealth Management8,802$802K0.1%+2.1%0.018%
7/14/2025 GAMMA Investing LLC1,005$92K0.0%+35.4%0.002%
7/11/2025 Farther Finance Advisors LLC1,654$151K0.0%+761.5%0.003%
7/11/2025 Diversified Trust Co8,375$763K0.0%+12.9%0.017%
7/11/2025 Perpetual Ltd645,250$58.81M0.7%-23.8%1.319%
7/10/2025 Exchange Traded Concepts LLC9,506$866K0.0%+176.9%0.019%
7/10/2025 Wealth Enhancement Advisory Services LLC7,816$733K0.0%+2.5%0.016%
7/9/2025 Harbor Capital Advisors Inc.364,592$33.23M1.4%-7.7%0.745%
7/8/2025 NBC Securities Inc.34,030$3.10M0.3%+1.0%0.070%
6/18/2025Voya Investment Management LLC11,372$869K0.0%+38.2%0.023%
5/29/2025Rhumbline Advisers129,081$9.86M0.0%+45.9%0.264%
5/28/2025Strs Ohio13,950$1.07M0.0%N/A0.029%
5/21/2025Acadian Asset Management LLC831$63K0.0%+50.0%0.002%
5/20/2025Intech Investment Management LLC51,146$3.91M0.0%+75.1%0.105%
5/20/2025Focus Partners Wealth12,060$921K0.0%+48.7%0.025%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC107,125$8.18M0.0%+55.1%0.219%
5/16/2025United Services Automobile Association2,764$210K0.0%N/A0.006%
5/16/2025Goldman Sachs Group Inc.225,711$17.24M0.0%+6.5%0.461%
5/16/2025Punch & Associates Investment Management Inc.843,524$64.43M4.2%+8.7%1.724%
5/16/2025NewEdge Advisors LLC5,880$449K0.0%N/A0.012%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.39,209$3.00M0.0%+149.2%0.080%
5/16/2025Jacobs Levy Equity Management Inc.8,455$646K0.0%-77.2%0.017%
5/16/2025Hancock Whitney Corp5,233$400K0.0%+71.7%0.011%
5/16/2025Cove Street Capital LLC26,673$2.04M3.2%+33.9%0.055%
5/16/2025Bridgeway Capital Management LLC75,292$5.75M0.1%+50.0%0.154%
5/16/2025AQR Capital Management LLC65,118$4.97M0.0%-18.3%0.133%
5/16/2025Amundi17,951$1.33M0.0%+25.5%0.037%
5/16/2025Ancora Advisors LLC14,549$1.11M0.0%+10.7%0.030%
5/15/2025Bares Capital Management Inc.109,902$8.39M0.9%N/A0.225%
5/15/2025PDT Partners LLC11,170$853K0.1%+49.7%0.023%
5/15/2025Royal Bank of Canada77,545$5.92M0.0%+129.0%0.159%
5/15/2025Ashford Capital Management Inc.430,653$32.89M4.2%+46.8%0.880%
5/15/2025Panagora Asset Management Inc.52,568$4.02M0.0%+49.3%0.107%
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5/15/2025Hiddenite Capital Partners LP45,000$3.44M1.2%N/A0.092%
5/15/2025Evergreen Capital Management LLC4,265$326K0.0%+52.7%0.009%
5/15/2025State of Wyoming5,113$391K0.1%+11.4%0.010%
5/15/2025Champlain Investment Partners LLC381,924$29.17M0.2%+335.2%0.781%
5/14/2025Corebridge Financial Inc.22,903$1.75M0.0%+55.2%0.048%
5/14/2025Comerica Bank15,072$1.15M0.0%+50.6%0.031%
5/14/2025Freedom Investment Management Inc.7,326$560K0.0%+10.8%0.015%
5/14/2025MetLife Investment Management LLC24,332$1.86M0.0%+45.9%0.051%
5/14/2025Walleye Capital LLC72,966$5.57M0.0%+31.1%0.152%
5/14/2025Smartleaf Asset Management LLC821$62K0.0%+25.2%0.002%
5/14/2025Compound Planning Inc.8,081$617K0.0%+103.8%0.017%
5/14/2025Ameriprise Financial Inc.914,212$69.83M0.0%+82.8%1.900%
5/14/2025Price T Rowe Associates Inc. MD790,972$60.42M0.0%+55.6%1.644%
5/14/2025Martingale Asset Management L P60,079$4.59M0.1%+31.6%0.125%
5/14/2025T. Rowe Price Investment Management Inc.757,633$57.87M0.0%+45.4%1.574%
5/14/2025EntryPoint Capital LLC4,017$307K0.1%-27.3%0.008%
5/14/2025Credit Agricole S A37,299$2.85M0.0%+125.2%0.078%
5/14/2025Hsbc Holdings PLC5,366$407K0.0%+50.6%0.011%
5/14/2025Pinnacle Wealth Management LLC9,931$759K0.9%N/A0.021%
5/14/2025Wellington Management Group LLP199,616$15.25M0.0%+14.5%0.415%
5/13/2025Northern Trust Corp510,906$39.02M0.0%+52.3%1.062%
5/13/2025Algert Global LLC22,422$1.71M0.0%+87.2%0.047%
5/13/2025Raymond James Financial Inc.175,944$13.44M0.0%+67.7%0.366%
5/13/2025American Century Companies Inc.1,963,717$149.99M0.1%+93.6%4.080%
5/13/2025Brandywine Global Investment Management LLC109,159$8.34M0.1%+44.2%0.227%
5/13/2025Dimensional Fund Advisors LP1,923,494$146.92M0.0%+41.8%3.997%
5/13/2025Lord Abbett & CO. LLC340,937$26.04M0.1%N/A0.708%
5/13/2025Boston Partners408,667$31.68M0.0%+49.9%0.849%
5/13/2025Russell Investments Group Ltd.28,386$2.17M0.0%+72.6%0.059%
5/13/2025Informed Momentum Co LLC53,352$4.08M0.7%N/A0.111%
5/13/2025HighTower Advisors LLC2,797$214K0.0%N/A0.006%
5/12/2025Public Sector Pension Investment Board261,816$20.00M0.1%+270.1%0.544%
5/12/2025Motley Fool Asset Management LLC296,941$22.68M1.3%+118.2%0.617%
5/12/2025Motley Fool Wealth Management LLC227,533$17.38M1.0%+37.6%0.473%
5/12/2025Nuveen LLC207,587$15.86M0.0%N/A0.431%
5/12/2025Invesco Ltd.569,519$43.50M0.0%+53.3%1.183%
5/12/2025Simplex Trading LLC622$47K0.0%N/A0.001%
5/12/2025Covestor Ltd2,804$214K0.1%+139.9%0.006%
5/12/2025Connor Clark & Lunn Investment Management Ltd.62,682$4.79M0.0%+37.6%0.130%
5/12/2025Cynosure Group LLC8,602$657K0.1%+169.7%0.018%
5/12/2025Swiss National Bank83,475$6.38M0.0%+48.4%0.173%
5/12/2025Maryland State Retirement & Pension System12,608$963K0.0%+32.6%0.026%
5/9/2025Mutual of America Capital Management LLC6,238$476K0.0%+45.1%0.013%
5/9/2025Deutsche Bank AG136,932$10.46M0.0%+184.7%0.285%
5/9/2025Charles Schwab Investment Management Inc.441,977$33.76M0.0%+56.2%0.918%
5/9/2025Vanguard Group Inc.2,881,228$220.07M0.0%+51.3%5.987%
5/9/2025New Age Alpha Advisors LLC43,340$3.31M0.1%+16.5%0.090%
5/9/2025Blair William & Co. IL3,300$252K0.0%N/A0.007%
5/9/2025Argent Trust Co3,372$258K0.0%+50.0%0.007%
5/9/2025Phocas Financial Corp.133,596$10.20M1.6%+204.7%0.278%
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5/9/2025PNC Financial Services Group Inc.10,910$833K0.0%+48.9%0.023%
5/8/2025Jefferies Financial Group Inc.3,052$233K0.0%-91.8%0.006%
5/8/2025Alberta Investment Management Corp34,293$2.62M0.0%N/A0.071%
5/8/2025US Bancorp DE1,695$129K0.0%+32.9%0.004%
5/8/202512th Street Asset Management Company LLC131,146$10.02M1.7%+11.7%0.272%
5/8/2025Natixis Advisors LLC26,702$2.04M0.0%+64.0%0.055%
5/8/2025Vestcor Inc8,399$642K0.0%-9.3%0.017%
5/7/2025Mackenzie Financial Corp3,591$274K0.0%+12.8%0.007%
5/7/2025 Ridgewood Investments LLC450$34K0.0%+50.0%0.001%
5/7/2025LPL Financial LLC37,777$2.89M0.0%+58.8%0.078%
(Data available from 1/1/2016 forward)

SNEX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SNEX shares?

During the previous two years, 295 institutional investors and hedge funds held shares of StoneX Group. The most heavily invested institutionals were Vanguard Group Inc. ($220.07M), American Century Companies Inc. ($149.99M), Dimensional Fund Advisors LP ($146.92M), Van Berkom & Associates Inc. ($107.59M), State Street Corp ($93.99M), Ameriprise Financial Inc. ($69.83M), and AltraVue Capital LLC ($69.63M).Learn more on StoneX Group's institutional investors.

What percentage of StoneX Group's stock is owned by institutional investors?

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

Which institutional investors have been buying StoneX Group's stock?

Of the 268 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. ($1.66M), American Century Companies Inc. ($1.48M), Dimensional Fund Advisors LP ($1.09M), Perpetual Ltd ($846.80K), Ameriprise Financial Inc. ($414.20K), Champlain Investment Partners LLC ($381.92K), and Harbor Capital Advisors Inc. ($361.34K).

How much institutional buying is happening at StoneX Group?

Institutional investors have bought a total of 11,864,731 shares in the last 24 months. This purchase volume represents approximately $858.65M in transactions.

Which of StoneX Group's major shareholders have been selling company stock?

Of the 96 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: Private Capital Management LLC ($222.20K), Perpetual Ltd ($201.55K), Wellington Management Group LLP ($189.46K), Van Berkom & Associates Inc. ($178.71K), Jacobs Levy Equity Management Inc. ($167.61K), Rockefeller Capital Management L.P. ($90.71K), and Nine Ten Capital Management LLC ($81K).

How much institutional selling is happening at StoneX Group?

Institutional investors have sold a total of 1,949,200 shares in the last 24 months. This volume of shares sold represents approximately $128.91M in transactions.



This page (NASDAQ:SNEX) was last updated on 7/19/2025 by MarketBeat.com Staff
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