StoneX Group Ownership | Who Owns StoneX Group?
StoneX Group Ownership Summary
StoneX Group is owned by 72.64% institutional investors, 10.59% insiders, and 16.77% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.44% of SNEX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.53% of its assets in StoneX Group shares.
SNEX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | StoneX Group | 72.64% | 10.59% | 16.77% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Capital Markets Stocks | 34.70% | 18.00% | 47.30% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 4.45M | 14.44% | $435.85M |
| Blackrock | 4.23M | 13.90% | $318.93M |
| Vanguard group | 1.90M | 6.18% | $186.60M |
| Dimensional fund advisors lp | 1.36M | 4.40% | $132.88M |
| Van berkom & associates | 1.21M | 3.94% | $119.01M |
| State street | 1.12M | 3.66% | $84.06M |
| American century companies | 1.01M | 3.29% | $99.36M |
| Altravue capital | 910.44K | 2.96% | $89.20M |
| Punch & associates investment management | 808.54K | 2.65% | $60.89M |
| Geode capital management | 677.33K | 2.20% | $66.37M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Nine ten capital management | 389.49K | 10.89% | $38.16M |
| Altravue capital | 910.44K | 7.43% | $89.20M |
| Punch & associates investment management | 808.54K | 3.56% | $60.89M |
| Van berkom & associates | 1.21M | 3.53% | $119.01M |
| Ashford capital management | 303.98K | 3.09% | $22.89M |
| Cove street capital | 19.92K | 2.28% | $1.95M |
| Private capital management | 191.40K | 1.97% | $18.75M |
| 12th street asset management company | 117.36K | 1.90% | $11.50M |
| Mrp capital investments | 17.39K | 1.55% | $1.70M |
| Millington financial advisors | 22.82K | 1.44% | $2.49M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Toroso investments | 169.00K | 0.13% | 169.00K |
| Jpmorgan chase | 329.29K | 0.00% | 168.10K |
| American century companies | 1.01M | 0.06% | 152.85K |
| Norges bank | 107.70K | 0.00% | 107.70K |
| Raymond james financial | 104.89K | 0.00% | 104.89K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Assenagon asset management | - | - | -332.57K |
| Van berkom & associates | 1.21M | 3.53% | -178.71K |
| Private capital management | 191.40K | 1.97% | -104.99K |
| Wellington management group llp | 174.39K | 0.00% | -92.53K |
| Rockefeller capital management | 532.47K | 0.14% | -90.71K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Toroso investments | 169.00K | 0.13% | 169.00K | $16.56M |
| Norges bank | 107.70K | 0.00% | 107.70K | $10.55M |
| Raymond james financial | 104.89K | 0.00% | 104.89K | $10.28M |
| Bnp paribas arbitrage, snc | 97.17K | 0.01% | 97.17K | $9.52M |
| Champlain investment partners | 87.76K | 0.05% | 87.76K | $8.60M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -2.00 |
| Nelson, van denburg & campbell wealth management group | -5.00 |
| Assetmark | -18.00 |
| Capital performance advisors llp | -26.00 |
| Harbor investment advisory | -26.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 270 | 4.25% | 22,377,809 | -9.53% | 72 | 1.11% | 150 | 20.00% | 75 | -12.79% |
| Sep 30, 2024 | 259 | 2.78% | 24,736,074 | 1.27% | 80 | 1.27% | 125 | - | 86 | 2.38% |
| Jun 30, 2024 | 248 | 0.81% | 24,297,471 | 0.96% | 79 | 1.26% | 122 | 6.09% | 84 | 2.44% |
| Mar 31, 2024 | 246 | 0.82% | 24,066,216 | 0.36% | 79 | 0.56% | 115 | -46.76% | 82 | 290.48% |
| Dec 31, 2023 | 244 | 9.91% | 23,980,584 | 52.94% | 119 | 1.95% | 216 | 129.79% | 21 | -75.86% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.66M | 5.53% | 1.58K |
| Van Berkom Sm-Cap Eq | 1.38M | 4.34% | -1.28M |
| Vanguard Total Stock Mkt Idx Inv | 1.27M | 2.63% | 4.61K |
| iShares Russell 2000 ETF | 1.18M | 2.45% | -10.18K |
| Avantis US Small Cap Value ETF | 925.60K | 1.92% | 1.25K |
| Vanguard US Total Market Shares ETF | 842.20K | 1.75% | 935.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 658.96K | 1.37% | 13.56K |
| American Century U.S. Small Cap Value | 570.61K | 1.19% | 156.23K |
| American Century Small Cap Value Inv | 570.61K | 1.19% | 156.23K |
| T. Rowe Price Integrated US SmCapGrEq | 558.17K | 1.16% | -457.07K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 17, 2025 | Smith Philip Andrew | Chief Executive Officer | Sell | $3.26M |
| Apr 15, 2025 | Smith Philip Andrew | Chief Executive Officer | Sell | $356.08K |
| Apr 04, 2025 | Smith Philip Andrew | Chief Executive Officer | Sell | $626.04K |
| Apr 01, 2025 | Smith Philip Andrew | Chief Executive Officer | Sell | $3.42M |
| Feb 26, 2025 | FOWLER JOHN MOORE | - | Sell | $485.12K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 3 |
| 2025 Q1 | - | 2 |
| 2024 Q4 | - | 11 |
| 2024 Q3 | - | 4 |
| 2024 Q2 | - | 12 |
SNEX Ownership FAQ
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