StoneX Group Ownership 2024 | Who Owns StoneX Group Now?


OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

56.45%

Insider Ownership

14.15%

Retail Ownership

29.40%

Institutional Holders

182.00

StoneX Group Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.14.13%0.01%4,272,122-89,711-2.06%300,159,290Mar 31, 2024
VANGUARD GROUP INC6.32%0.00%1,909,96534,1121.82%134,194,141Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP4.69%0.03%1,416,80410,2510.73%99,544,649Mar 31, 2024
VAN BERKOM & ASSOCIATES INC.4.61%2.79%1,393,82441,5813.08%97,930,000Mar 31, 2024
STATE STREET CORP3.76%0.00%1,135,91849,5264.56%79,809,599Mar 31, 2024
ALTRAVUE CAPITAL, LLC3.08%7.08%930,084-3,160-0.34%65,347,690Mar 31, 2024
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.2.75%3.32%831,2151,7900.22%58,401,146,000Mar 31, 2024
NINE TEN CAPITAL MANAGEMENT LLC2.46%15.93%744,600-209,127-21.93%52,316,000Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC2.03%0.00%614,34027,3884.67%43,169,482Mar 31, 2024
AMERIPRISE FINANCIAL INC1.91%0.01%578,688192,74649.94%40,658,619Mar 31, 2024
PRIVATE CAPITAL MANAGEMENT, LLC1.81%4.31%547,969-7,603-1.37%38,500,302Mar 31, 2024
ROCKEFELLER CAPITAL MANAGEMENT L.P.1.64%0.10%496,71810,9692.26%34,899,442Mar 31, 2024
MORGAN STANLEY1.58%0.00%476,50182,71821.01%33,478,972Mar 31, 2024
PRICE T ROWE ASSOCIATES INC /MD/1.49%0.00%450,7701,5080.34%31,672,000Mar 31, 2024
AMERICAN CENTURY COMPANIES INC1.48%0.02%448,60492,29225.90%31,518,917Mar 31, 2024
ASHFORD CAPITAL MANAGEMENT INC1.07%3.07%322,720-7,083-2.15%22,674,307Mar 31, 2024
NORTHERN TRUST CORP1.01%0.00%304,939-45,922-13.09%21,425,014Mar 31, 2024
BOSTON PARTNERS0.94%0.02%284,261-2,300-0.80%20,046,610Mar 31, 2024
INVESCO LTD.0.93%0.00%280,506-24,548-8.05%19,708,352Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.92%0.00%277,50032,03913.05%19,497,150Mar 31, 2024

StoneX Group's largest institutional shareholder is BLACKROCK INC., holding 14.13% of the company's total share outstanding, currently valued at $300.16M. The top 10 institutional shareholders own together 45.74% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NINE TEN CAPITAL MANAGEMENT LLC2.46%15.93%744,600-209,127-21.93%52,316,000Mar 31, 2024
ALTRAVUE CAPITAL, LLC3.08%7.08%930,084-3,160-0.34%65,347,690Mar 31, 2024
PRIVATE CAPITAL MANAGEMENT, LLC1.81%4.31%547,969-7,603-1.37%38,500,302Mar 31, 2024
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.2.75%3.32%831,2151,7900.22%58,401,146,000Mar 31, 2024
ASHFORD CAPITAL MANAGEMENT INC1.07%3.07%322,720-7,083-2.15%22,674,307Mar 31, 2024
VAN BERKOM & ASSOCIATES INC.4.61%2.79%1,393,82441,5813.08%97,930,000Mar 31, 2024
COVE STREET CAPITAL, LLC0.30%2.00%89,945-7,900-8.07%6,319,536Mar 31, 2024
MILLINGTON FINANCIAL ADVISORS, LLC0.07%1.08%21,5291,2175.99%1,512,628Mar 31, 2024
12TH STREET ASSET MANAGEMENT COMPANY, LLC0.29%1.07%87,9442,6653.13%6,178,945Mar 31, 2024
MANATUCK HILL PARTNERS, LLC0.11%0.98%31,850-10,000-23.89%2,237,781Mar 31, 2024
MRP CAPITAL INVESTMENTS, LLC0.04%0.85%12,078-8,642-41.71%848,600Mar 31, 2024
WOODMONT INVESTMENT COUNSEL LLC0.43%0.77%129,4744,3003.44%9,096,843Mar 31, 2024
LEGATO CAPITAL MANAGEMENT LLC0.28%0.73%85,809-100-0.12%6,028,940Mar 31, 2024
MOTLEY FOOL WEALTH MANAGEMENT, LLC0.55%0.60%166,138-1,277-0.76%11,672,885Mar 31, 2024
MOTLEY FOOL ASSET MANAGEMENT LLC0.43%0.59%131,348-2,833-2.11%9,228,510Mar 31, 2024
SUMMERHAVEN INVESTMENT MANAGEMENT, LLC0.04%0.55%12,5001411.14%878,250Mar 31, 2024
SHELL ASSET MANAGEMENT CO0.56%0.53%169,210-6,421-3.66%11,889,000Mar 31, 2024
O'BRIEN GREENE & CO. INC0.05%0.35%15,300--1,074,978Mar 31, 2024
YORKTOWN MANAGEMENT & RESEARCH CO INC0.02%0.32%4,800-4,800-50.00%337,248Mar 31, 2024
BARES CAPITAL MANAGEMENT, INC.0.37%0.31%112,500-52,500-31.82%7,904,250Mar 31, 2024

The largest StoneX Group shareholder by % of total assets is NINE TEN CAPITAL MANAGEMENT LLC. The company owns 744.60K shares of StoneX Group (SNEX), representing 15.93% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
AMERIPRISE FINANCIAL INC1.91%0.01%578,688192,74649.94%40,658,619Mar 31, 2024
AMERICAN CENTURY COMPANIES INC1.48%0.02%448,60492,29225.90%31,518,917Mar 31, 2024
MORGAN STANLEY1.58%0.00%476,50182,71821.01%33,478,972Mar 31, 2024
MAN GROUP PLC0.26%0.01%78,47978,479100.00%5,513,935Mar 31, 2024
GOLDMAN SACHS GROUP INC0.69%0.00%209,97277,86158.94%14,752,633Mar 31, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.90%0.04%270,81350,08822.69%19,027,321Mar 31, 2024
STATE STREET CORP3.76%0.00%1,135,91849,5264.56%79,809,599Mar 31, 2024
JANUS HENDERSON GROUP PLC0.21%0.00%63,79149,355341.89%4,479,954Mar 31, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC0.26%0.01%77,42047,812161.48%5,439,476Mar 31, 2024
PRUDENTIAL FINANCIAL INC0.53%0.02%158,81346,22541.06%11,158,201Mar 31, 2024
VAN BERKOM & ASSOCIATES INC.4.61%2.79%1,393,82441,5813.08%97,930,000Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.17%0.01%50,46540,302396.56%3,545,671Mar 31, 2024
AXA S.A.0.13%0.01%39,71639,716100.00%2,790,447Mar 31, 2024
VANGUARD GROUP INC6.32%0.00%1,909,96534,1121.82%134,194,141Mar 31, 2024
HARBOR CAPITAL ADVISORS, INC.0.11%0.31%33,56233,562100.00%2,358,000Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.92%0.00%277,50032,03913.05%19,497,150Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC2.03%0.00%614,34027,3884.67%43,169,482Mar 31, 2024
FRANKLIN RESOURCES INC0.08%0.00%25,44825,448100.00%1,787,975Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.34%0.01%101,64423,10029.41%7,142,000Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP0.90%0.00%271,34019,2007.61%19,064,348Mar 31, 2024

As of Mar 31 2024, StoneX Group's largest institutional buyer is AMERIPRISE FINANCIAL INC. The company purchased 192.75K stocks of SNEX, valued at $40.66M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.----829,425-100.00%-Mar 31, 2024
NINE TEN CAPITAL MANAGEMENT LLC2.46%15.93%744,600-209,127-21.93%52,316,000Mar 31, 2024
PRINCIPAL FINANCIAL GROUP INC0.47%0.01%140,932-92,159-39.54%9,901,882Mar 31, 2024
BLACKROCK INC.14.13%0.01%4,272,122-89,711-2.06%300,159,290Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.23%0.00%70,213-66,248-48.55%4,933,165Mar 31, 2024
CITADEL ADVISORS LLC0.03%0.00%8,195-62,024-88.33%575,781Mar 31, 2024
BARES CAPITAL MANAGEMENT, INC.0.37%0.31%112,500-52,500-31.82%7,904,250Mar 31, 2024
NORTHERN TRUST CORP1.01%0.00%304,939-45,922-13.09%21,425,014Mar 31, 2024
D. E. SHAW & CO., INC.0.07%0.00%22,622-36,215-61.55%1,589,422Mar 31, 2024
QUADRATURE CAPITAL LTD0.03%0.01%9,243-34,984-79.10%648,951Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC0.57%0.00%173,287-30,910-15.14%12,175,145Mar 31, 2024
PANAGORA ASSET MANAGEMENT INC0.13%0.01%40,617-30,535-42.92%2,853,750Mar 31, 2024
FMR LLC0.57%0.00%172,062-25,537-12.92%12,089,065Mar 31, 2024
INVESCO LTD.0.93%0.00%280,506-24,548-8.05%19,708,352Mar 31, 2024
TWO SIGMA INVESTMENTS, LP0.20%0.01%59,929-21,956-26.81%4,210,612Mar 31, 2024
BARCLAYS PLC0.09%0.00%25,907-21,586-45.45%1,821,000Mar 31, 2024
XTX TOPCO LTD0.02%0.06%6,771-20,928-75.56%475,730Mar 31, 2024
TREXQUANT INVESTMENT LP----17,665-100.00%-Mar 31, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----16,780-100.00%-Mar 31, 2024
HENNESSY ADVISORS INC0.10%0.09%29,250-16,500-36.07%2,055,105Mar 31, 2024

As of Mar 31 2024, StoneX Group's biggest institutional seller is PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.. The company sold -0.83M shares of SNEX, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MAN GROUP PLC0.26%0.01%78,47978,479100.00%5,513,935Mar 31, 2024
AXA S.A.0.13%0.01%39,71639,716100.00%2,790,447Mar 31, 2024
HARBOR CAPITAL ADVISORS, INC.0.11%0.31%33,56233,562100.00%2,358,000Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.06%0.01%18,30518,305100.00%1,286,084Mar 31, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC0.05%0.05%14,97414,974100.00%1,052,073Mar 31, 2024
CANADA PENSION PLAN INVESTMENT BOARD0.05%0.00%13,71113,711100.00%963,335Mar 31, 2024
ENGINEERS GATE MANAGER LP0.04%0.02%12,37412,374100.00%869,397Mar 31, 2024
CYNOSURE MANAGEMENT, LLC0.03%0.11%9,0239,023100.00%633,956Mar 31, 2024
NAVELLIER & ASSOCIATES INC0.03%0.07%8,0028,002100.00%562,221Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.03%0.00%7,5557,555100.00%530,814Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.02%0.00%7,5007,500100.00%526,950Mar 31, 2024
EQIS CAPITAL MANAGEMENT, INC.0.02%0.04%7,4087,408100.00%520,516Mar 31, 2024
SIMPLICITY WEALTH,LLC0.02%0.01%6,3966,396100.00%449,383Mar 31, 2024
SAGEVIEW ADVISORY GROUP, LLC0.02%0.02%6,2696,269100.00%484,739Mar 31, 2024
BTC CAPITAL MANAGEMENT, INC.0.02%0.03%4,8664,866100.00%341,182Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.02%0.00%4,7354,735100.00%333,000Mar 31, 2024
UNISUPER MANAGEMENT PTY LTD0.02%0.00%4,5584,558100.00%320,245Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.01%0.00%4,3004,300100.00%302,118Mar 31, 2024
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC0.01%0.00%4,2554,255100.00%298,956Mar 31, 2024
HSBC HOLDINGS PLC0.01%0.00%4,1914,191100.00%294,127Mar 31, 2024
POINT72 ASSET MANAGEMENT, L.P.0.01%0.00%3,7003,700100.00%259,962Mar 31, 2024
Y-INTERCEPT (HONG KONG) LTD0.01%0.02%3,6753,675100.00%258,206Mar 31, 2024
OLYMPIAD RESEARCH LP0.01%0.15%3,3113,311100.00%232,631Mar 31, 2024
SHEETS SMITH WEALTH MANAGEMENT0.01%0.03%3,2003,200100.00%224,832Mar 31, 2024
PRELUDE CAPITAL MANAGEMENT, LLC0.01%0.01%3,1783,178100.00%223,286Mar 31, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.0.01%0.03%1,7951,795100.00%126,142Mar 31, 2024
DAIWA SECURITIES GROUP INC.0.01%0.00%1,7011,701100.00%120,000Mar 31, 2024
BANK OF AMERICA CORP /DE/0.00%-100100100.00%7,026,000Mar 31, 2024
FIRST PREMIER BANK0.00%0.00%5353100.00%4,000Mar 31, 2024
QUARRY LP0.00%0.00%3939100.00%2,740Mar 31, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.0.00%0.00%3939100.00%2,766,000Mar 31, 2024
HARBOR INVESTMENT ADVISORY, LLC0.00%0.00%2626100.00%1,827,000Mar 31, 2024
UMB BANK, N.A.--1414100.00%984Mar 31, 2024
QUEST PARTNERS LLC-0.00%66100.00%422Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC--55100.00%351Mar 31, 2024
TFC FINANCIAL MANAGEMENT, INC.--11100.00%71Mar 31, 2024

StoneX Group's largest new institutional shareholder by number of shares is MAN GROUP PLC, purchased 78.48K shares, valued at $5.51M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.----829,425-100.00%-Mar 31, 2024
TREXQUANT INVESTMENT LP----17,665-100.00%-Mar 31, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----16,780-100.00%-Mar 31, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----12,065-100.00%-Mar 31, 2024
AIGEN INVESTMENT MANAGEMENT, LP----10,435-100.00%-Mar 31, 2024
JUPITER ASSET MANAGEMENT LTD----9,971-100.00%-Mar 31, 2024
WOLVERINE TRADING, LLC----8,845-100.00%-Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)----7,732-100.00%-Mar 31, 2024
STRS OHIO----6,300-100.00%-Mar 31, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD----6,279-100.00%-Mar 31, 2024
OCCUDO QUANTITATIVE STRATEGIES LP----6,077-100.00%-Mar 31, 2024
FIRST HAWAIIAN BANK----5,187-100.00%-Mar 31, 2024
AFFINITY INVESTMENT ADVISORS, LLC----5,184-100.00%-Mar 31, 2024
AE WEALTH MANAGEMENT LLC----5,004-100.00%-Mar 31, 2024
SIMPLEX TRADING, LLC----4,465-100.00%-Mar 31, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC----4,430-100.00%-Mar 31, 2024
SEI INVESTMENTS CO----3,844-100.00%-Mar 31, 2024
CONVERGENCE INVESTMENT PARTNERS, LLC----3,584-100.00%-Mar 31, 2024
SAWGRASS ASSET MANAGEMENT LLC----3,450-100.00%-Mar 31, 2024
GUGGENHEIM CAPITAL LLC----3,117-100.00%-Mar 31, 2024
NEBULA RESEARCH & DEVELOPMENT LLC----3,040-100.00%-Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC----2,953-100.00%-Mar 31, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.----2,742-100.00%-Mar 31, 2024
ADVISORY SERVICES NETWORK, LLC----301-100.00%-Mar 31, 2024
FEDERATED HERMES, INC.----262-100.00%-Mar 31, 2024
PRINCIPAL SECURITIES, INC.----62-100.00%-Mar 31, 2024
FORTITUDE FAMILY OFFICE, LLC----12-100.00%-Mar 31, 2024
PARALLEL ADVISORS, LLC----4-100.00%-Mar 31, 2024
SCARBOROUGH ADVISORS, LLC----3-100.00%-Mar 31, 2024

StoneX Group's largest sold out institutional shareholder by shares sold is PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC., sold -0.83M shares, valued at -, as of undefined.

StoneX Group Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
BCM Focus Funds0.23%15,000-4,000-21.05%Jan 31, 2024
World Funds Trust0.12%68,95728,37969.94%Jan 31, 2024
T. Rowe Price Quantitative Management Funds, Inc.0.09%327,150109,05050.00%Dec 31, 2023
ROYCE MICRO-CAP TRUST, INC.0.09%45,9972,3705.43%Dec 31, 2023
Zacks Trust0.06%5,2025,202-Feb 29, 2024
HSBC FUNDS0.05%1,670--Jan 31, 2024
CORNERCAP GROUP OF FUNDS /VA/0.05%3,508--Sep 30, 2022
ROYCE CAPITAL FUND0.05%17,1814,58136.36%Dec 31, 2023
VANGUARD ADMIRAL FUNDS0.04%176,39736,13125.76%Feb 29, 2024
ANCORA TRUST0.04%8,218--Dec 31, 2023
Vericimetry Funds0.03%3,2861,09549.98%Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS0.03%12,574--Dec 31, 2023
BNY MELLON INDEX FUNDS, INC.0.03%27,5956,77932.57%Jan 31, 2024
BRIDGEWAY FUNDS INC0.02%61,703--Dec 29, 2023
HENNESSY FUNDS TRUST0.02%45,75015,25050.00%Jan 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.02%13,4991721.29%Mar 31, 2024
JOHCM Funds Trust0.02%200,000--Dec 29, 2023
SYNTAX ETF TRUST0.02%513276116.46%Dec 31, 2023
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%4,1161,44454.04%Dec 31, 2023
PFM Multi-Manager Series Trust0.01%7,1453,55899.19%Dec 31, 2023
STATE STREET INSTITUTIONAL FUNDS0.01%7,672--Dec 31, 2023
ROYCE FUND0.01%50,44014,36539.82%Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.01%30,89210,69752.97%Jan 31, 2024
QUANTITATIVE MASTER SERIES LLC0.01%48,95918,83862.54%Dec 31, 2023
FundVantage Trust0.01%34,69011,56350.00%Jan 31, 2024
Humankind Benefit Corp0.00%913254.24%Dec 31, 2023
Fidelity Commonwealth Trust II0.00%26,9357,97542.06%Aug 31, 2023
TIAA SEPARATE ACCOUNT VA 10.00%90130049.92%Dec 31, 2023
LORD ABBETT SECURITIES TRUST0.00%16,799--Jan 31, 2024
AMERICAN CENTURY ETF TRUST0.00%405,54880,55024.78%Feb 29, 2024
VANGUARD INDEX FUNDS0.00%1,617,904823,841103.75%Dec 31, 2023
BNY Mellon Strategic Funds, Inc.0.00%7,300--Mar 31, 2024
Nushares ETF Trust0.00%22,967--Jan 31, 2024
UNIFIED SERIES TRUST0.00%12,536--Feb 29, 2024
HUSSMAN INVESTMENT TRUST0.00%10,400--Dec 31, 2023
PRUDENTIAL INVESTMENT PORTFOLIOS 120.00%2,200--Jan 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%197,29072,46758.06%Jan 31, 2024
FIDELITY COVINGTON TRUST0.00%32,139-6,075-15.90%Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%29,0189,52048.83%Dec 31, 2023
IndexIQ ETF Trust0.00%4,6801,31639.12%Jan 31, 2024
RBB FUND, INC.0.00%182,992-1,526-0.83%Feb 29, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.00%3,969--Dec 31, 2023
AMERICAN PENSION INVESTORS TRUST0.00%9,6003,20050.00%Jan 31, 2024
BBH Trust0.00%150,00010,0007.14%Jan 31, 2024
FIDELITY SECURITIES FUND0.00%122,555--Jan 31, 2024
FIDELITY CONCORD STREET TRUST0.00%251,5055,8002.36%Feb 29, 2024
Calvert Variable Products, Inc.0.00%2,7761,02558.54%Dec 31, 2023
RYDEX VARIABLE TRUST0.00%1,34452163.30%Dec 31, 2023
DFA INVESTMENT DIMENSIONS GROUP INC0.00%1,067,698485,57183.41%Jan 31, 2024
Principal Exchange-Traded Funds0.00%11,880--Mar 31, 2024
VANGUARD EXPLORER FUND0.00%11,883-4,752-28.57%Jan 31, 2024
Dimensional ETF Trust0.00%375,523143,47661.83%Jan 31, 2024
SCHWAB STRATEGIC TRUST0.00%140,355137,7905371.93%Feb 29, 2024
SHELTON FUNDS0.00%1,249-185-12.90%Feb 29, 2024
AMG Funds I0.00%1,014--Jan 31, 2024
T. Rowe Price Index Trust, Inc.0.00%11,288--Feb 29, 2024
STEWARD FUNDS, INC.0.00%1,48649549.95%Jan 31, 2024
VANGUARD TAX-MANAGED FUNDS0.00%209,57655,18335.74%Dec 31, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%17,8745,95850.00%Dec 31, 2023
TIMOTHY PLAN0.00%2,728--Mar 31, 2024
VANGUARD HORIZON FUNDS0.00%9,6086,405199.97%Dec 31, 2023
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%19,6745,42638.08%Dec 31, 2023
Voya VARIABLE PORTFOLIOS INC0.00%10,7713,66851.64%Dec 31, 2023
PRUDENTIAL SERIES FUND0.00%28,3509,18347.91%Dec 29, 2023
PRAXIS MUTUAL FUNDS0.00%3,6151,20550.00%Dec 31, 2023
Catholic Responsible Investments Funds0.00%12,0843,93548.29%Jan 31, 2024
ALLSPRING MASTER TRUST0.00%19,33017,6711065.16%Feb 29, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%1,32239142.00%Dec 31, 2023
STERLING CAPITAL FUNDS0.00%5,8481,82345.30%Dec 29, 2023
Invesco Exchange-Traded Fund Trust II0.00%81,92641,724103.79%Feb 29, 2024
SunAmerica Specialty Series0.00%135--Apr 30, 2021
GPS Funds I0.00%1,24241450.00%Dec 31, 2023
TRUST FOR PROFESSIONAL MANAGERS0.00%71,01114,65626.01%Feb 29, 2024
HOTCHKIS & WILEY FUNDS /DE/0.00%2,800--Dec 31, 2023
RYDEX SERIES FUNDS0.00%963262.77%Dec 31, 2023
THRIVENT SERIES FUND INC0.00%23,9047,54446.11%Dec 29, 2023
NATIONWIDE VARIABLE INSURANCE TRUST0.00%29,50419,922207.91%Dec 31, 2023
JPMORGAN INSURANCE TRUST0.00%2,713-187-6.45%Mar 31, 2023
TARGET PORTFOLIO TRUST0.00%4,200--Jan 31, 2024
SA FUNDS INVESTMENT TRUST0.00%3,1181,03949.98%Dec 31, 2023
CLEARWATER INVESTMENT TRUST0.00%1,77359150.00%Dec 29, 2023
VANGUARD WORLD FUND0.00%42,907-1,936-4.32%Feb 29, 2024
Guggenheim Variable Funds Trust0.00%689689-Dec 31, 2023
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%652386145.11%Dec 31, 2023
ADVISORS' INNER CIRCLE FUND0.00%2,172--Jan 31, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.00%113-15-11.72%Sep 30, 2023
Cavanal Hill Funds0.00%320--Feb 29, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC.0.00%1,3751,125450.00%Dec 29, 2023
MAINSTAY VP FUNDS TRUST0.00%18,800--Dec 31, 2023
TIAA-CREF LIFE FUNDS0.00%36112049.79%Dec 31, 2023
BMO FUNDS, INC.0.00%5,215-575-9.93%Nov 30, 2021
Goldman Sachs ETF Trust0.00%12,789-208-1.60%Feb 29, 2024
SEASONS SERIES TRUST0.00%3,05279335.10%Dec 31, 2023
KP Funds0.00%5,6745,674-Sep 30, 2020
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%270,000--Dec 31, 2023
COLUMBIA FUNDS VARIABLE INSURANCE TRUST0.00%52,01417,13849.14%Dec 31, 2023
MUTUAL OF AMERICA INVESTMENT CORP0.00%4,6951,67455.41%Dec 31, 2023
PUTNAM ASSET ALLOCATION FUNDS0.00%226-11,091-98.00%Feb 29, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%9,3873,58461.76%Dec 31, 2023
OHIO NATIONAL FUND INC0.00%2,07069050.00%Dec 31, 2023

StoneX Group's largest mutual fund holder by % of total assets is "BCM Focus Funds", owning 15.00K shares, compromising 0.23% of its total assets.

StoneX Group Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 24182-24.17%
31 Dec, 232409.59%
30 Sep, 232193.79%
30 Jun, 23211-3.21%
31 Mar, 23218-5.22%
31 Dec, 2223016.16%
30 Sep, 221987.61%
30 Jun, 221848.88%
31 Mar, 221694.97%
31 Dec, 211617.33%
30 Sep, 21150-5.06%
30 Jun, 211584.64%
31 Mar, 21151-1.31%
31 Dec, 201539.29%
30 Sep, 201402700.00%
30 Jun, 205400.00%
31 Mar, 201-
31 Dec, 191-
30 Sep, 191-
30 Jun, 191-
31 Mar, 191-
31 Dec, 181-

As of 31 Mar 24, 182 institutions are holding StoneX Group's shares, representing a decrease of -24.17% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2417,067,009-28.78%
31 Dec, 2323,963,09252.93%
30 Sep, 2315,669,7560.30%
30 Jun, 2315,622,8990.27%
31 Mar, 2315,581,4101.51%
31 Dec, 2215,350,156-0.15%
30 Sep, 2215,373,5160.67%
30 Jun, 2215,270,8490.21%
31 Mar, 2215,238,7193.23%
31 Dec, 2114,762,1081.48%
30 Sep, 2114,547,520-0.50%
30 Jun, 2114,620,717-0.21%
31 Mar, 2114,651,6032.82%
31 Dec, 2014,250,0683.95%
30 Sep, 2013,708,4701153.28%
30 Jun, 201,093,8074247.40%
31 Mar, 2025,16017.57%
31 Dec, 1921,400-
30 Sep, 1921,400-
30 Jun, 1921,400-
31 Mar, 1921,40094.55%
31 Dec, 1811,000-

StoneX Group (SNEX) has 17.07M shares outstanding as of 31 Mar 24, down -28.78% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2456.45%0.40%
31 Dec, 23119.29%1.95%
30 Sep, 2378.19%1.27%
30 Jun, 2378.39%1.28%
31 Mar, 2378.18%1.30%
31 Dec, 2277.64%1.26%
30 Sep, 2278.55%1.30%
30 Jun, 2277.78%1.28%
31 Mar, 2277.85%1.34%
31 Dec, 2176.16%1.32%
30 Sep, 2176.04%1.32%
30 Jun, 2175.93%1.29%
31 Mar, 2176.66%1.35%
31 Dec, 2075.23%1.43%
30 Sep, 2072.66%214.80%
30 Jun, 205.82%32727.83%
31 Mar, 200.13%1023.75%
31 Dec, 190.11%876.95%
30 Sep, 190.11%878.84%
30 Jun, 190.11%875.11%
31 Mar, 190.11%3280.85%
31 Dec, 180.06%-

As of 31 Mar 24, StoneX Group is held by 56.45% institutional shareholders, representing a 0.40% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 2481-62.33%
31 Dec, 23215131.18%
30 Sep, 2393-4.12%
30 Jun, 2397-10.19%
31 Mar, 23108-11.48%
31 Dec, 2212222.00%
30 Sep, 2210013.64%
30 Jun, 22882.33%
31 Mar, 228619.44%
31 Dec, 217218.03%
30 Sep, 2161-23.75%
30 Jun, 218017.65%
31 Mar, 2168-13.92%
31 Dec, 2079-41.48%
30 Sep, 201353275.00%
30 Jun, 204300.00%
31 Mar, 201-
31 Dec, 19--
30 Sep, 19--
30 Jun, 19--100.00%
31 Mar, 191-
31 Dec, 181-

81 institutional shareholders have increased their position in SNEX stock as of 31 Mar 24 compared to 215 in the previous quarter (a -62.33% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 2459195.00%
31 Dec, 2320-77.01%
30 Sep, 238716.00%
30 Jun, 2375-3.85%
31 Mar, 237813.04%
31 Dec, 22691.47%
30 Sep, 22689.68%
30 Jun, 226212.73%
31 Mar, 2255-8.33%
31 Dec, 21607.14%
30 Sep, 215614.29%
30 Jun, 2149-19.67%
31 Mar, 216124.49%
31 Dec, 20491533.33%
30 Sep, 203-
30 Jun, 20--
31 Mar, 20--
31 Dec, 19--
30 Sep, 19--
30 Jun, 19--
31 Mar, 19--
31 Dec, 18--

59 institutional shareholders have reduced their position in SNEX stock as of 31 Mar 24 compared to 20 in the previous quarter (a 195.00% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24182-24.17%17,067,009-28.78%56.45%0.40%81-62.33%59195.00%
31 Dec, 232409.59%23,963,09252.93%119.29%1.95%215131.18%20-77.01%
30 Sep, 232193.79%15,669,7560.30%78.19%1.27%93-4.12%8716.00%
30 Jun, 23211-3.21%15,622,8990.27%78.39%1.28%97-10.19%75-3.85%
31 Mar, 23218-5.22%15,581,4101.51%78.18%1.30%108-11.48%7813.04%
31 Dec, 2223016.16%15,350,156-0.15%77.64%1.26%12222.00%691.47%
30 Sep, 221987.61%15,373,5160.67%78.55%1.30%10013.64%689.68%
30 Jun, 221848.88%15,270,8490.21%77.78%1.28%882.33%6212.73%
31 Mar, 221694.97%15,238,7193.23%77.85%1.34%8619.44%55-8.33%
31 Dec, 211617.33%14,762,1081.48%76.16%1.32%7218.03%607.14%
30 Sep, 21150-5.06%14,547,520-0.50%76.04%1.32%61-23.75%5614.29%
30 Jun, 211584.64%14,620,717-0.21%75.93%1.29%8017.65%49-19.67%
31 Mar, 21151-1.31%14,651,6032.82%76.66%1.35%68-13.92%6124.49%
31 Dec, 201539.29%14,250,0683.95%75.23%1.43%79-41.48%491533.33%
30 Sep, 201402700.00%13,708,4701153.28%72.66%214.80%1353275.00%3-
30 Jun, 205400.00%1,093,8074247.40%5.82%32727.83%4300.00%--
31 Mar, 201-25,16017.57%0.13%1023.75%1---
31 Dec, 191-21,400-0.11%876.95%----
30 Sep, 191-21,400-0.11%878.84%----
30 Jun, 191-21,400-0.11%875.11%--100.00%--
31 Mar, 191-21,40094.55%0.11%3280.85%1---
31 Dec, 181-11,000-0.06%-1---

StoneX Group Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 17, 2024Smith Philip Andrewother Subsidiary CEOS-SaleSell8,000$75.18$601.43K225,898
May 13, 2024Nguyen Xuongofficer Chief Operating OfficerS-SaleSell6,909$80.00$552.72K80,816
May 06, 2024PARTHEMORE ERICdirector-S-SaleSell2,250$74.67$168.01K18,860
Mar 25, 2024Smith Philip Andrewother Subsidiary CEOS-SaleSell7,000$69.73$488.14K233,898
Mar 15, 2024BRANCH SCOTT Jother Retired DirectorS-SaleSell7,500$67.29$504.70K512,434
Mar 14, 2024Lyon Charles Mother Subsidiary President and CEOS-SaleSell6,787$67.52$458.29K61,557
Mar 12, 2024Lyon Charles Mother Subsidiary President and CEOS-SaleSell10,338$68.53$708.43K61,557
Mar 12, 2024Lyon Charles Mother Subsidiary President and CEOS-SaleSell7,858$68.11$535.22K61,557

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 17, 2024Smith Philip Andrewother Subsidiary CEOS-SaleSell8,000$75.18$601.43K225,898
May 13, 2024Nguyen Xuongofficer Chief Operating OfficerM-ExemptSell6,909$30.00$207.27K143,091
May 13, 2024Nguyen Xuongofficer Chief Operating OfficerS-SaleSell6,909$80.00$552.72K80,816
May 06, 2024PARTHEMORE ERICdirector-S-SaleSell2,250$74.67$168.01K18,860
Mar 25, 2024Smith Philip Andrewother Subsidiary CEOS-SaleSell7,000$69.73$488.14K233,898
Mar 15, 2024BRANCH SCOTT Jother Retired DirectorS-SaleSell7,500$67.29$504.70K512,434
Mar 14, 2024Lyon Charles Mother Subsidiary President and CEOM-ExemptSell6,787$30.00$203.61K294,637
Mar 14, 2024Lyon Charles Mother Subsidiary President and CEOS-SaleSell6,787$67.52$458.29K61,557
Mar 12, 2024Lyon Charles Mother Subsidiary President and CEOM-ExemptSell10,338$30.00$310.14K309,282
Mar 12, 2024Lyon Charles Mother Subsidiary President and CEOM-ExemptSell7,858$30.00$235.74K301,424
Mar 12, 2024Lyon Charles Mother Subsidiary President and CEOS-SaleSell10,338$68.53$708.43K61,557
Mar 12, 2024Lyon Charles Mother Subsidiary President and CEOS-SaleSell7,858$68.11$535.22K61,557

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 17, 2024Smith Philip Andrewother Subsidiary CEOS-SaleSell8,000$75.18$601.43K225,898
May 13, 2024Nguyen Xuongofficer Chief Operating OfficerM-ExemptSell6,909$30.00$207.27K143,091
May 13, 2024Nguyen Xuongofficer Chief Operating OfficerM-ExemptBuy6,909$30.00$207.27K87,725
May 13, 2024Nguyen Xuongofficer Chief Operating OfficerS-SaleSell6,909$80.00$552.72K80,816
May 06, 2024PARTHEMORE ERICdirector-S-SaleSell2,250$74.67$168.01K18,860
May 02, 2024FOWLER JOHN MOOREdirector-A-AwardBuy184--84,062
May 02, 2024KASS STEVEN Adirector-A-AwardBuy184--21,947
May 02, 2024RADZIWILL JOHNdirector, officer Chairman of the BoardA-AwardBuy231--64,202
May 02, 2024Thamodaran Dhamu R.director-A-AwardBuy150--22,850
Mar 25, 2024Smith Philip Andrewother Subsidiary CEOS-SaleSell7,000$69.73$488.14K233,898
Mar 15, 2024BRANCH SCOTT Jother Retired DirectorS-SaleSell7,500$67.29$504.70K512,434
Mar 14, 2024Lyon Charles Mother Subsidiary President and CEOM-ExemptSell6,787$30.00$203.61K294,637
Mar 14, 2024Lyon Charles Mother Subsidiary President and CEOM-ExemptBuy6,787$30.00$203.61K68,344
Mar 14, 2024Lyon Charles Mother Subsidiary President and CEOS-SaleSell6,787$67.52$458.29K61,557
Mar 12, 2024Lyon Charles Mother Subsidiary President and CEOM-ExemptSell10,338$30.00$310.14K309,282
Mar 12, 2024Lyon Charles Mother Subsidiary President and CEOM-ExemptSell7,858$30.00$235.74K301,424
Mar 12, 2024Lyon Charles Mother Subsidiary President and CEOM-ExemptBuy10,338$30.00$310.14K71,895
Mar 12, 2024Lyon Charles Mother Subsidiary President and CEOM-ExemptBuy7,858$30.00$235.74K69,415
Mar 12, 2024Lyon Charles Mother Subsidiary President and CEOS-SaleSell10,338$68.53$708.43K61,557
Mar 12, 2024Lyon Charles Mother Subsidiary President and CEOS-SaleSell7,858$68.11$535.22K61,557

The last insider sell of StoneX Group's stock was made by Smith Philip Andrew on May 17 2024, selling 8,000 shares at $75.18 per share (valued at $601.43K).

StoneX Group Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 202454125.00%
Q1 2024192286.36%
Q4 2023258312.50%
Q3 202354125.00%
Q2 202382400.00%
Q1 2023138162.50%
Q4 2022179188.89%
Q3 202261346.15%
Q2 202264150.00%
Q1 2022193633.33%
Q4 20214544102.27%
Q3 2021131586.67%
Q2 2021162369.57%
Q1 20212116131.25%
Q4 2020192673.08%
Q3 20205771.43%
Q2 20201616.67%
Q1 2020136216.67%
Q4 2019134325.00%
Q3 201975140.00%

5 total buy trades, and 4 total sell trades (buy/sell ratio of 1.25%) were made by StoneX Group's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024-3-
Q1 2024-14-
Q4 2023-7-
Q3 2023-4-
Q2 202332150.00%
Q1 2023-7-
Q4 2022-7-
Q3 2022-12-
Q2 2022-4-
Q1 202243133.33%
Q4 202182236.36%
Q3 2021-7-
Q2 20211119.09%
Q1 202121020.00%
Q4 202042119.05%
Q3 2020-6-
Q2 2020-5-
Q1 2020-4-
Q4 2019-2-
Q3 20192540.00%

As of Q2 2024, Insider owners conducted 0 open market buy trades and 3 open market sell trades of StoneX Group's stocks.

StoneX Group Peer Ownership


TickerCompany
PJTPJT Partners Inc.
EVREvercore Inc.
OPYOppenheimer Holdings Inc.
HLIHoulihan Lokey, Inc.
NMRNomura Holdings, Inc.
LAZLazard Ltd
PIPRPiper Sandler Companies
SFStifel Financial Corp.
PWPPerella Weinberg Partners
SRLScully Royalty Ltd.
MCMoelis & Company

SNEX Ownership FAQ


StoneX Group is owned by institutional shareholders (56.45%), insiders (14.15%), and public (29.40%). The largest institutional shareholder of StoneX Group is BLACKROCK INC. (14.13% of total shares) and the top mutual fund owner is BCM Focus Funds (0.23% of total shares).

StoneX Group's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, VAN BERKOM & ASSOCIATES INC., and STATE STREET CORP. The top five shareholders own together 33.50% of the company's share outstanding.

As of Mar 2024, there are 182 institutional shareholders of StoneX Group.

BLACKROCK INC owns 4.27M shares of StoneX Group, representing 14.13% of the company's total shares outstanding, valued at $300.16M (as of Mar 2024).

As of Mar 2024, VANGUARD GROUP INC holds 1.91M shares of StoneX Group (SNEX), compromising 6.32% of the company, valued at $134.19M.

DIMENSIONAL FUND ADVISORS LP is the third largest holder of StoneX Group. The company owns 1.42M of the company's shares outstanding (worth $99.54M).