Standex Ownership | Who Owns Standex?
Standex Ownership Summary
Standex is owned by 95.72% institutional investors, 1.59% insiders, and 2.68% retail investors. 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 5.97% of its assets in Standex shares.
SXI Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Standex | 95.72% | 1.59% | 2.68% |
Sector | Industrials Stocks | 64.07% | 12.69% | 23.24% |
Industry | Industrial Machinery Stocks | 74.87% | 9.25% | 15.88% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock | 1.75M | 14.90% | $282.63M |
Blackrock funding, inc. /de | 1.72M | 14.41% | $268.83M |
Vanguard group | 1.42M | 12.04% | $265.28M |
Neuberger berman group | 909.03K | 7.71% | $169.98M |
Wasatch advisors lp | 866.83K | 7.27% | $135.64M |
Champlain investment partners | 584.43K | 4.96% | $109.28M |
State street | 462.31K | 3.93% | $74.50M |
Dimensional fund advisors lp | 426.01K | 3.61% | $79.66M |
Copeland capital management | 420.16K | 3.52% | $65.75M |
Ameriprise financial | 346.63K | 2.94% | $64.82M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Anchor capital management company | 68.40K | 8.87% | $10.70M |
Copeland capital management | 420.16K | 1.35% | $65.75M |
Advantage alpha capital partners lp | 27.52K | 1.16% | $4.31M |
Leeward investments, llc - ma | 122.52K | 1.14% | $22.91M |
White pine capital | 15.37K | 0.97% | $2.87M |
Wasatch advisors lp | 866.83K | 0.71% | $135.64M |
Pflug koory | 8.90K | 0.71% | $1.39M |
Champlain investment partners | 584.43K | 0.69% | $109.28M |
Meadowbrook investment advisors | 2.71K | 0.38% | $424.53K |
Silvercrest asset management group | 336.61K | 0.35% | $52.67M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Wasatch advisors lp | 866.83K | 0.71% | 332.94K |
Ameriprise financial | 346.63K | 0.02% | 46.87K |
Barrow hanley mewhinney & strauss | 337.09K | 0.18% | 39.01K |
Norges bank | 38.09K | 0.00% | 38.09K |
Ubs group | 38.49K | 0.00% | 33.36K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Fuller & thaler asset management | - | - | -139.43K |
Copeland capital management | 420.16K | 1.35% | -86.04K |
Nicholas investment partners, lp | - | - | -48.52K |
Blackrock | 1.75M | 0.01% | -46.09K |
Lord, abbett | - | - | -25.50K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 38.09K | 0.00% | 38.09K | $7.12M |
Dark forest capital management lp | 5.71K | 0.04% | 5.71K | $893.03K |
Entrypoint capital | 3.84K | 0.30% | 3.84K | $600.41K |
1st source bank | 2.63K | 0.02% | 2.63K | $410.92K |
Numerai gp | 2.39K | 0.05% | 2.39K | $374.46K |
Sold Out
Holder | Change |
---|---|
Mendota financial group | -1.00 |
Tfc financial management | -1.00 |
True wealth design | -4.00 |
Stephens consulting | -5.00 |
Innealta capital | -9.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Dec 31, 2024 | 145 | -38.82% | 6,078,589 | -44.96% | 51 | 0.59% | 80 | -25.23% | 38 | -51.28% |
Sep 30, 2024 | 235 | -0.42% | 10,973,527 | -1.54% | 93 | 1.04% | 106 | - | 77 | -6.10% |
Jun 30, 2024 | 228 | -7.69% | 11,131,037 | -0.11% | 94 | 1.06% | 100 | -13.04% | 81 | -8.99% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Small-Cap ETF | 720.79K | 5.97% | 108.00 |
Neuberger Berman Genesis Inv | 573.84K | 4.75% | -21.97K |
Champlain Small Company Fund, LLC | 405.44K | 3.36% | -1.29K |
Vanguard US Total Market Shares ETF | 382.56K | 3.22% | 567.00 |
Vanguard Total Stock Mkt Idx Inv | 378.66K | 3.14% | -7.95K |
Vanguard Small Cap Index | 292.92K | 2.43% | -1.86K |
iShares Russell 2000 ETF | 275.08K | 2.28% | -5.25K |
Champlain Small Company Adv | 200.00K | 1.66% | -5.00K |
Vanguard Small Cap Value Index Inv | 188.81K | 1.56% | 598.00 |
Wasatch Small Cap Value | 186.65K | 1.55% | -15.38K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Sep 03, 2025 | Bell Annemarie | VP, Chief HR Officer | Sell | $239.31K |
Aug 26, 2025 | Sarcevic Ademir | Vice President/CFO/Treasurer | Sell | $227.70K |
Aug 18, 2025 | HANSEN THOMAS J | - | Sell | $606.19K |
Aug 13, 2025 | Dunbar David A. | President/CEO/Chairman | Sell | $3.20M |
May 09, 2025 | CANNON CHARLES H JR | - | Sell | $429.83K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2027 Q3 | - | - |
2025 Q2 | - | - |
2025 Q1 | 1 | 1 |
2024 Q4 | - | 3 |
2024 Q3 | - | - |
SXI Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools