DaveManuel.com · Institutional Ownership · Who Owns It
STONEX GROUP INC (SNEX)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
474
Reporting holders
$8.0B
Reported value
55.7%
Of shares outstanding
0.4%
Calls
0.1%
Puts
+81
Holder change
Institutions report 67,126,139 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.
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
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $369.5M | 3,118,162 | 0.04% | 24q | -10.2%-$41.9M |
| 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 |
| T. Rowe Price Investment Management, Inc. | $277.3M | 2,340,262 | 0.18% | 9q | -6.8%-$20.3M |
| 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 | -38.5%-$67.9M |
| 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 |
| Invesco Ltd. | $93.5M | 788,826 | 0.01% | 24q | +4.9%+$4.4M |
| Van Berkom & Associates Inc. | $88.4M | 745,686 | 2.85% | 24q | -73.1%-$239.7M |
| 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 |
| 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 |
| LORD, ABBETT & CO. LLC | $50.4M | 425,415 | 0.14% | 2q | -1.4%-$729.3K |
| Candriam S.C.A. | $46.1M | 389,399 | 0.21% | 3q | +224.0%+$31.9M |
| BESSEMER GROUP INC | $38.0M | 320,675 | 0.05% | 11q | +63.7%+$14.8M |
| 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 |
| Public Sector Pension Investment Board | $33.5M | 282,997 | 0.09% | 24q | -10.5%-$3.9M |
| 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 | +56.6%+$10.0M |
| 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 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | $23.4M | 197,744 | 0.08% | 24q | -36.4%-$13.4M |
| 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 incl. $19.0M options CALL+PUT | 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 incl. $10.0M options CALL+PUT | 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 incl. $924.3K options CALL | 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $9.7M | 82,192 | 0.01% | 24q | +6.2%+$566.5K |
| 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 |
| Thrivent Financial for Lutherans | $9.4M | 78,925 | 0.02% | 24q | +64.1%+$3.7M |
| OP Asset Management Ltd | $8.9M | 75,425 | 0.10% | 6q | -13.4%-$1.4M |
| CSM Advisors, LLC | $8.7M | 73,426 | 0.19% | 5q | -31.1%-$3.9M |
| ROYAL BANK OF CANADA | $8.7M | 73,062 | 0.00% | 24q | +37.2%+$2.4M |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $8.6M | 72,654 | 0.02% | 24q | +7.6%+$606.6K |
| 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 |
| HARBOR CAPITAL ADVISORS, INC. | $7.7M | 64,641 | 0.52% | 10q | -34.4%-$4.0M |
| ALLIANCEBERNSTEIN L.P. | $7.6M | 93,940 | 0.00% | 24q | +3.4%+$252.4K |
Showing the largest 100 of 474 reported holders.
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
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-15 | OCONNOR SEAN MICHAEL | Executive Vice-Chairman-Board | Sold | 140,070 | $15.5M |
| 2026-06-15 | OCONNOR SEAN MICHAEL | Executive Vice-Chairman-Board | Sold | 75,000 | $10.2M |
| 2026-06-12 | OCONNOR SEAN MICHAEL | Executive Vice-Chairman-Board | Sold | 75,000 | $9.8M |
| 2026-05-18 | OCONNOR SEAN MICHAEL | Executive Vice-Chairman-Board | Sold | 87,790 | $9.8M |
| 2026-06-12 | Dunaway William J | Chief Financial Officer | Sold | 63,602 | $8.3M |
| 2026-05-19 | OCONNOR SEAN MICHAEL | Executive Vice-Chairman-Board | Sold | 72,140 | $7.9M |
| 2026-07-22 | OCONNOR SEAN MICHAEL | Executive Vice-Chairman-Board | Sold | 104,934 | $7.8M |
| 2026-07-22 | Dunaway William J | Chief Financial Officer | Sold | 95,970 | $7.1M |
| 2026-05-15 | Dunaway William J | Chief Financial Officer | Sold | 64,017 | $7.1M |
| 2026-08-14 | Dunaway William J | Chief Financial Officer | Sold | 96,490 | $6.4M |
| 2026-06-30 | Smith Philip Andrew | Chief Executive Officer | Sold | 51,540 | $6.1M ×2 |
| 2026-06-15 | Maurer Mark Lowry | Other | Sold | 34,706 | $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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 127 | $412.3M | 6,338,682 | 16 | 47 | 43 | 0.0% |
| Q2 2026 | 474 | $8.0B | 67,126,139 | 110 | 159 | 143 | 0.5% |
| Q1 2026 | 393 | $5.4B | 67,142,451 | 59 | 132 | 135 | 0.2% |
| Q4 2025 | 364 | $4.1B | 43,329,345 | 44 | 120 | 114 | 0.2% |
| Q3 2025 | 371 | $4.3B | 42,179,442 | 61 | 138 | 102 | 0.5% |
| Q2 2025 | 351 | $3.6B | 39,779,359 | 63 | 114 | 122 | 0.2% |
| Q1 2025 | 314 | $3.0B | 38,913,185 | 56 | 113 | 100 | 0.1% |
| Q4 2024 | 288 | $2.5B | 25,099,343 | 52 | 99 | 77 | 0.2% |
| Q3 2024 | 260 | $2.0B | 24,894,871 | 33 | 80 | 88 | 0.0% |
| Q2 2024 | 250 | $1.9B | 24,620,671 | 35 | 88 | 77 | 0.0% |
| Q1 2024 | 241 | $1.8B | 25,231,659 | 34 | 70 | 78 | 0.1% |
| Q4 2023 | 236 | $1.8B | 24,570,246 | 29 | 81 | 78 | 0.2% |
| Q3 2023 | 217 | $1.5B | 15,681,000 | 21 | 67 | 82 | 0.2% |
| Q2 2023 | 210 | $1.3B | 15,643,711 | 23 | 69 | 77 | 0.2% |
| Q1 2023 | 220 | $1.7B | 15,908,382 | 24 | 80 | 77 | 0.2% |
| Q4 2022 | 232 | $1.5B | 15,407,525 | 40 | 76 | 71 | 0.4% |
| Q3 2022 | 196 | $1.4B | 16,732,462 | 34 | 64 | 66 | 0.1% |
| Q2 2022 | 181 | $1.3B | 16,692,303 | 24 | 58 | 54 | 0.1% |
| Q1 2022 | 167 | $1.2B | 16,598,561 | 22 | 56 | 51 | 0.1% |
| Q4 2021 | 160 | $1.2B | 19,383,025 | 15 | 50 | 57 | 0.1% |
| Q3 2021 | 149 | $1.6B | 24,552,847 | 10 | 42 | 52 | 0.0% |
| Q2 2021 | 157 | $1.5B | 25,356,240 | 26 | 50 | 46 | 0.1% |
| Q1 2021 | 150 | $1.6B | 25,031,906 | 20 | 44 | 60 | 0.1% |
| Q4 2020 | 151 | $1.4B | 24,993,198 | 25 | 50 | 41 | 0.0% |
| Q3 2020 | 135 | $1.2B | 24,135,921 | 131 | 2 | 3 | 0.1% |
| 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% |