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 5.94% 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 |
| Ameriprise financial | 346.63K | 2.94% | $64.82M |
| Barrow hanley mewhinney & strauss | 337.09K | 2.83% | $52.75M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Anchor capital management company | 68.40K | 8.87% | $10.70M |
| Copeland capital management | 310.39K | 1.37% | $65.77M |
| 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 |
| Pflug koory | 8.90K | 0.89% | $1.89M |
| Wasatch advisors lp | 866.83K | 0.71% | $135.64M |
| 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 | 310.39K | 1.37% | -109.78K |
| 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 | 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 |
|---|---|---|---|---|
| Oct 15, 2025 | Dunbar David A. | President/CEO/Chairman | Sell | $3.06M |
| Oct 15, 2025 | Dunbar David A. | President/CEO/Chairman | Sell | $1.18M |
| Sep 18, 2025 | Dunbar David A. | President/CEO/Chairman | Sell | $2.37M |
| Sep 03, 2025 | Bell Annemarie | VP, Chief HR Officer | Sell | $239.31K |
| Aug 26, 2025 | Sarcevic Ademir | Vice President/CFO/Treasurer | Sell | $227.70K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2027 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | 1 | 1 |
| 2024 Q4 | - | 3 |
| 2024 Q3 | - | - |
SXI Ownership FAQ
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