Standex Ownership | Who Owns Standex?
Standex Ownership Summary
Standex is owned by 62.36% institutional investors, 2.21% insiders, and 35.42% 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 5.94% of its assets in Standex shares.
SXI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Standex | 62.36% | 2.21% | 35.42% |
| Sector | Industrials Stocks | 46.77% | 12.62% | 40.60% |
| Industry | Industrial Machinery Stocks | 54.58% | 8.80% | 36.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.75M | 14.90% | $282.63M |
| Blackrock funding, inc. /de | 1.70M | 14.19% | $360.54M |
| Vanguard group | 1.38M | 11.52% | $292.58M |
| Neuberger berman group | 919.47K | 7.67% | $194.83M |
| Wasatch advisors lp | 849.35K | 7.08% | $179.98M |
| State street | 492.87K | 4.11% | $104.44M |
| Champlain investment partners | 488.36K | 4.07% | $103.48M |
| Silvercrest asset management group | 408.24K | 3.40% | $86.51M |
| Dimensional fund advisors lp | 391.18K | 3.26% | $82.89M |
| Barrow hanley mewhinney & strauss | 318.22K | 2.65% | $67.43M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Anchor capital management company | 98.39K | 17.95% | $20.85M |
| Copeland capital management | 310.39K | 1.37% | $65.77M |
| Leeward investments, llc - ma | 110.60K | 1.20% | $23.44M |
| Advantage alpha capital partners lp | 17.07K | 1.09% | $3.62M |
| Wasatch advisors lp | 849.35K | 0.97% | $179.98M |
| White pine capital | 15.17K | 0.92% | $3.21M |
| Pflug koory | 8.90K | 0.89% | $1.89M |
| Champlain investment partners | 488.36K | 0.78% | $103.48M |
| Silvercrest asset management group | 408.24K | 0.57% | $86.51M |
| Meadowbrook investment advisors | 2.67K | 0.49% | $566.41K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Westwood group | 192.61K | 0.29% | 192.61K |
| T. rowe price investment management | 129.17K | 0.02% | 129.17K |
| Segall bryant & hamill | 93.27K | 0.26% | 93.27K |
| Kennedy capital management | 83.84K | 0.39% | 83.84K |
| Silvercrest asset management group | 408.24K | 0.57% | 71.63K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fuller & thaler asset management | - | - | -139.43K |
| Champlain investment partners | 488.36K | 0.78% | -114.74K |
| Copeland capital management | 310.39K | 1.37% | -109.78K |
| Nicholas investment partners, lp | - | - | -48.52K |
| Blackrock | 1.75M | 0.01% | -46.09K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Westwood group | 192.61K | 0.29% | 192.61K | $40.81M |
| T. rowe price investment management | 129.17K | 0.02% | 129.17K | $27.37M |
| Segall bryant & hamill | 93.27K | 0.26% | 93.27K | $19.76M |
| Kennedy capital management | 83.84K | 0.39% | 83.84K | $17.77M |
| Driehaus capital management | 53.77K | 0.08% | 53.77K | $11.39M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Mendota financial group | -1.00 |
| Raleigh capital management | -3.00 |
| True wealth design | -4.00 |
| Stephens consulting | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 717.90K | 5.94% | - |
| Neuberger Berman Genesis Inv | 573.84K | 4.75% | -21.97K |
| Vanguard US Total Market Shares ETF | 382.56K | 3.22% | 567.00 |
| Vanguard Total Stock Mkt Idx Inv | 378.66K | 3.14% | -7.95K |
| Champlain Small Company Fund, LLC | 323.72K | 2.68% | -81.72K |
| Vanguard Small Cap Index | 292.92K | 2.43% | -1.86K |
| iShares Russell 2000 ETF | 286.26K | 2.37% | - |
| 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 |
|---|---|---|---|---|
| Nov 20, 2025 | CHORMAN THOMAS E | - | Sell | $223.31K |
| Aug 29, 2025 | NEMETH ANDY L | - | Buy | $307.50K |
| Aug 25, 2025 | NEMETH ANDY L | - | Buy | $418.99K |
| Nov 05, 2025 | Kshirsagar Vineet | Chief Strategy Officer | Sell | $151.69K |
| Nov 04, 2025 | Sarcevic Ademir | Vice President/CFO/Treasurer | Sell | $419.51K |
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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