Standex Ownership | Who Owns Standex?

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Standex Ownership Summary

Standex is owned by 103.03% 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 6.03% of its assets in Standex shares.

SXI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Standex	103.03%	2.19%	-5.22%
Sector	Industrials Stocks	49.29%	16.00%	34.71%
Industry	Industrial Machinery Stocks	45.31%	11.72%	42.98%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	1.75M	14.90%	$282.63M
Blackrock funding, inc. /de	1.73M	14.37%	$441.05M
Vanguard group	1.37M	11.40%	$298.26M
Wasatch advisors lp	846.25K	7.02%	$302.68M
Neuberger berman group	795.30K	6.60%	$202.69M
Curated wealth partners	587.15K	4.87%	$677.51K
State street	498.36K	4.14%	$127.01M
Barrow hanley mewhinney & strauss	474.03K	3.94%	$120.81M
Dimensional fund advisors lp	318.91K	2.65%	$81.27M
Silvercrest asset management group	314.40K	2.61%	$80.13M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Anchor capital management company	56.21K	15.45%	$14.33M
Ophir asset management pty	197.01K	5.85%	$50.21M
Wasatch advisors lp	846.25K	1.98%	$302.68M
Copeland capital management	240.79K	1.36%	$61.37M
Leeward investments, llc - ma	106.54K	1.34%	$27.15M
Pflug koory	8.28K	1.18%	$2.96M
Advantage alpha capital partners lp	17.07K	1.09%	$3.62M
Future fund	11.34K	1.02%	$2.89M
White pine capital	13.49K	0.97%	$3.44M
Silvercrest asset management group	314.40K	0.58%	$80.13M

Top Buyers

Holder	Shares	% Assets	Change
Curated wealth partners	587.15K	0.09%	586.33K
Capital research global investors	248.60K	0.01%	248.60K
Ophir asset management pty	197.01K	5.85%	197.01K
Vanguard fiduciary trust	83.07K	0.01%	83.07K
Barrow hanley mewhinney & strauss	474.03K	0.40%	81.21K

Top Sellers

Holder	Shares	% Assets	Change
Wasatch advisors lp	846.25K	1.98%	-470.97K
Fuller & thaler asset management	-	-	-139.43K
Segall bryant & hamill	-	-	-83.91K
Champlain investment partners	168.46K	0.54%	-64.30K
Allspring global investments	103.61K	0.05%	-51.92K

New Positions

Holder	Shares	% Assets	Change	Value
Capital research global investors	248.60K	0.01%	248.60K	$63.36M
Ophir asset management pty	197.01K	5.85%	197.01K	$50.21M
Vanguard fiduciary trust	83.07K	0.01%	83.07K	$21.17M
Norges bank	38.09K	0.00%	38.09K	$7.12M
J. goldman & co lp	34.16K	0.25%	34.16K	$8.71M

Sold Out

Holder	Change
Mendota financial group	-1.00
Tfc financial management	-1.00
Optiver b.v.	-2.00
Parallel advisors	-2.00
Tortoise investment management	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2025	5	-97.96%	135,028	-98.80%	1	0.01%	4	-96.88%	1	-98.59%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	730.00K	6.03%	108.00
Neuberger Berman Genesis Inv	573.84K	4.75%	-21.97K
American Funds SMALLCAP World A	555.17K	4.58%	333.38K
Vanguard US Total Market Shares ETF	382.56K	3.22%	567.00
Vanguard Total Stock Mkt Idx Inv	384.61K	3.17%	-1.56K
Wasatch Core Growth	370.16K	3.06%	8.30K
iShares Russell 2000 ETF	318.68K	2.63%	1.88K
Neuberger Genesis Inv	296.65K	2.45%	-171.58K
Vanguard Small Cap Index	277.90K	2.29%	-1.24K
Vanguard Small Cap Value Index Inv	176.35K	1.46%	-3.30K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 01, 2026	CHORMAN THOMAS E	-	Sell	$17.78K
Jun 16, 2026	Edwards Barbara Joanne	-	Sell	$46.66K
Jun 01, 2026	CHORMAN THOMAS E	-	Sell	$13.64K
May 27, 2026	Edwards Barbara Joanne	-	Sell	$153.34K
May 01, 2026	CHORMAN THOMAS E	-	Sell	$13.42K

Insider Transactions Trends

Date	Buy	Sell
2028 Q3	-	-
2027 Q3	-	-
2025 Q2	-	-
2025 Q1	1	1
2024 Q4	-	3

SXI Ownership FAQ

Who Owns Standex?

Standex shareholders are primarily institutional investors at 103.03%, followed by 2.19% insiders and -5.22% retail investors. The average institutional ownership in Standex's industry, Industrial Machinery Stocks, is 45.31%, which Standex exceeds.

Who owns the most shares of Standex?

Standex’s largest shareholders are Blackrock (1.75M shares, 14.90%), Blackrock funding, inc. /de (1.73M shares, 14.37%), and Vanguard group (1.37M shares, 11.40%). Together, they hold 40.67% of Standex’s total shares outstanding.

Does Blackrock own Standex?

Yes, BlackRock owns 14.90% of Standex, totaling 1.75M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 282.63M$. In the last quarter, BlackRock decreased its holdings by -46.091K shares, a -2.56% change.

Who is Standex’s biggest shareholder by percentage of total assets invested?

Anchor capital management company is Standex’s biggest shareholder by percentage of total assets invested, with 15.45% of its assets in 56.21K Standex shares, valued at 14.33M$.

Who is the top mutual fund holder of Standex shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Standex shares, with 6.03% of its total shares outstanding invested in 730K Standex shares.

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