Standex Ownership | Who Owns Standex?
Standex Ownership Summary
Standex is owned by 111.67% institutional investors, 2.19% insiders. Blackrock is the largest institutional shareholder, holding 14.90% of SXI shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.88% of its assets in Standex shares.
SXI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Standex | 111.67% | 2.19% | -13.86% |
| Sector | Industrials Stocks | 68.36% | 16.26% | 15.39% |
| Industry | Industrial Machinery Stocks | 139.45% | 11.60% | -51.05% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.75M | 14.90% | $282.63M |
| Blackrock funding, inc. /de | 1.79M | 14.85% | $640.12M |
| Vanguard group | 1.37M | 11.40% | $298.26M |
| Wasatch advisors lp | 700.58K | 5.82% | $191.30M |
| Vanguard capital management | 545.25K | 4.53% | $195.02M |
| State street | 532.22K | 4.42% | $190.34M |
| Neuberger berman group | 499.69K | 4.15% | $178.73M |
| Barrow hanley mewhinney & strauss | 419.07K | 3.48% | $149.89M |
| Ameriprise financial | 394.88K | 3.28% | $141.24M |
| Capital research global investors | 314.68K | 2.61% | $112.55M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ophir asset management pty | 198.18K | 5.83% | $70.88M |
| Amitell capital pte | 4.48K | 1.46% | $1.60M |
| Wasatch advisors lp | 700.58K | 1.42% | $191.30M |
| Leeward investments, llc - ma | 99.09K | 1.37% | $27.06M |
| White pine capital | 14.78K | 1.25% | $5.29M |
| Future fund | 12.06K | 1.24% | $4.31M |
| Advantage alpha capital partners lp | 17.07K | 1.09% | $3.62M |
| Pflug koory | 8.28K | 0.93% | $2.26M |
| Champlain investment partners | 88.04K | 0.81% | $31.49M |
| Westwood group | 218.25K | 0.59% | $78.06M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital world investors | 255.70K | 0.01% | 255.70K |
| Ameriprise financial | 394.88K | 0.03% | 173.49K |
| Sixth street partners management company | 150.05K | 0.01% | 150.05K |
| Fmr | 150.32K | 0.00% | 135.88K |
| Morgan stanley | 310.52K | 0.01% | 135.04K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Curated wealth partners | - | - | -587.15K |
| Neuberger berman group | 499.69K | 0.12% | -295.61K |
| Copeland capital management | 2.48K | 0.02% | -163.71K |
| Wasatch advisors lp | 700.58K | 1.42% | -145.68K |
| Fuller & thaler asset management | - | - | -139.43K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Capital world investors | 255.70K | 0.01% | 255.70K | $91.46M |
| Sixth street partners management company | 150.05K | 0.01% | 150.05K | $53.67M |
| Frontier capital management | 73.86K | 0.25% | 73.86K | $26.42M |
| Public employees retirement association of colorado | 62.60K | 0.08% | 62.60K | $22.39M |
| Norges bank | 38.09K | 0.00% | 38.09K | $7.12M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Tfc financial management | -1.00 |
| Tortoise investment management | -2.00 |
| Parallel advisors | -2.00 |
| Raleigh capital management | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 338 | 15.75% | 13,454,214 | 7.28% | 111 | 1.03% | 166 | 22.96% | 109 | 14.74% |
| Mar 31, 2026 | 286 | 3.62% | 12,407,997 | 2.13% | 103 | 1.01% | 130 | 5.69% | 94 | -8.74% |
| Dec 31, 2025 | 155 | -41.51% | 5,830,709 | -50.78% | 48 | 0.50% | 61 | -52.71% | 58 | -34.09% |
| Sep 30, 2025 | 153 | -34.05% | 7,477,129 | -32.45% | 62 | 0.72% | 63 | -44.25% | 59 | -28.92% |
| Jun 30, 2025 | 238 | -2.06% | 11,416,042 | 0.83% | 95 | 1.07% | 114 | -6.56% | 87 | 12.99% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 721.67K | 5.88% | 162.00 |
| Neuberger Berman Genesis Inv | 573.84K | 4.75% | -21.97K |
| American Funds SMALLCAP World A | 562.91K | 4.58% | 7.74K |
| Vanguard US Total Market Shares ETF | 382.56K | 3.22% | 567.00 |
| Vanguard Total Stock Mkt Idx Inv | 384.61K | 3.17% | -1.56K |
| Vanguard Morn Total Stk Mkt Idx Investor | 384.61K | 3.17% | -1.56K |
| Vanguard MStar Total Stk Mkt Idx Invest | 386.89K | 3.15% | 1.41K |
| iShares Russell 2000 ETF | 315.21K | 2.57% | -3.65K |
| Vanguard Small Cap Index | 272.94K | 2.22% | -6.15K |
| Neuberger Genesis Inv | 204.44K | 1.66% | -92.21K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 01, 2026 | CHORMAN THOMAS E | - | Sell | $13.57K |
| Sep 04, 2026 | Arets Max | VP; Chief Information Officer | Buy | $822.59 |
| Sep 04, 2026 | Arets Max | VP; Chief Information Officer | Buy | $11.51K |
| Sep 01, 2026 | CHORMAN THOMAS E | - | Sell | $14.24K |
| Aug 31, 2026 | Dunbar David A. | President/CEO/Chairman | Sell | $2.62M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2028 Q3 | - | - |
| 2027 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | 1 | 1 |
| 2024 Q4 | - | 3 |
SXI Ownership FAQ
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