Standex Ownership | Who Owns Standex?
Standex Ownership Summary
Standex is owned by 48.42% institutional investors, 2.22% insiders, and 49.37% 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 6.07% of its assets in Standex shares.
SXI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Standex | 48.42% | 2.22% | 49.37% |
| Sector | Industrials Stocks | 47.66% | 12.52% | 39.82% |
| Industry | Industrial Machinery Stocks | 47.74% | 9.56% | 42.70% |
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 | 14.26% | $373.08M |
| Vanguard group | 1.37M | 11.40% | $298.26M |
| Wasatch advisors lp | 1.37M | 11.37% | $297.64M |
| Neuberger berman group | 919.47K | 7.67% | $194.83M |
| 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 |
| Barrow hanley mewhinney & strauss | 392.82K | 3.26% | $85.35M |
| Dimensional fund advisors lp | 354.35K | 2.94% | $77.00M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Anchor capital management company | 98.39K | 17.95% | $20.85M |
| Wasatch advisors lp | 1.37M | 1.77% | $297.64M |
| Leeward investments, llc - ma | 108.65K | 1.19% | $23.61M |
| Copeland capital management | 245.84K | 1.19% | $53.42M |
| Advantage alpha capital partners lp | 17.07K | 1.09% | $3.62M |
| White pine capital | 15.08K | 0.90% | $3.28M |
| Pflug koory | 8.64K | 0.88% | $1.88M |
| Champlain investment partners | 488.36K | 0.78% | $103.48M |
| Silvercrest asset management group | 408.24K | 0.57% | $86.51M |
| Meadowbrook investment advisors | 2.36K | 0.44% | $512.35K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wasatch advisors lp | 1.37M | 1.77% | 520.51K |
| 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 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fuller & thaler asset management | - | - | -139.43K |
| Champlain investment partners | 488.36K | 0.78% | -114.74K |
| Allspring global investments | 155.53K | 0.06% | -89.71K |
| Copeland capital management | 245.84K | 1.19% | -64.54K |
| Nicholas investment partners, lp | - | - | -48.52K |
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 |
|---|---|
| Mendota financial group | -1.00 |
| Tfc financial management | -1.00 |
| Tortoise investment management | -2.00 |
| Raleigh capital management | -3.00 |
| True wealth design | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 145 | -38.82% | 6,078,589 | -44.96% | 51 | 0.59% | 80 | -25.23% | 38 | -51.28% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 735.06K | 6.07% | -62.16K |
| Neuberger Berman Genesis Inv | 573.84K | 4.75% | -21.97K |
| Neuberger Genesis Inv | 495.44K | 4.09% | -86.94K |
| Vanguard US Total Market Shares ETF | 382.56K | 3.22% | 567.00 |
| Vanguard Total Stock Mkt Idx Inv | 383.32K | 3.16% | 1.31K |
| Wasatch Core Growth | 361.86K | 2.99% | 361.86K |
| iShares Russell 2000 ETF | 289.07K | 2.39% | 41.75K |
| Vanguard Small Cap Index | 274.46K | 2.26% | -266.00 |
| Champlain Small Company Fund, LLC | 198.08K | 1.63% | -29.88K |
| American Beacon Small Cp Val R5 | 188.93K | 1.56% | 4.37K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 02, 2026 | CHORMAN THOMAS E | - | Sell | $12.95K |
| Feb 27, 2026 | CHORMAN THOMAS E | - | Sell | $133.38K |
| Feb 09, 2026 | CANNON CHARLES H JR | - | Sell | $513.28K |
| Feb 18, 2026 | Kshirsagar Vineet | Chief Strategy Officer | Sell | $104.04K |
| Feb 17, 2026 | Dunbar David A. | President/CEO/Chairman | Sell | $1.28M |
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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