StoneX Group Inc.
SNEX- Exchange
- Nasdaq
- Industry
- Security & Commodity Brokers, Dealers, Exchanges & Services
- SEC CIK
- 0000913760
In the last 90 days, StoneX Group Inc. insiders filed 1 open-market purchase and 16 sales; 471 institutions reported holding it in 13F filings for Q2 2026, worth $7.94B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in StoneX Group Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 230
- +31 vs. Q3 2022
- Shares held
- 15.4M
- −19.1K (−0.1%) vs. Q3 2022
- Total value
- $1.46B
- +$187.8M (+14.7%) vs. Q3 2022
- New holders
- 41
- 82 more added
- Sold out
- 10
- 70 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SNEX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 471 | $7.94B |
| Q1 2026 | 390 | $5.31B |
| Q4 2025 | 363 | $4.09B |
| Q3 2025 | 370 | $4.18B |
| Q2 2025 | 350 | $3.62B |
| Q1 2025 | 314 | $2.97B |
| Q4 2024 | 285 | $2.46B |
| Q3 2024 | 259 | $2.03B |
| Q2 2024 | 249 | $1.84B |
| Q1 2024 | 239 | $1.69B |
| Q4 2023 | 235 | $1.77B |
| Q3 2023 | 216 | $1.52B |
| Q2 2023 | 211 | $1.30B |
| Q1 2023 | 219 | $1.62B |
| Q4 2022 | 230 | $1.46B |
| Q3 2022 | 202 | $1.28B |
| Q2 2022 | 184 | $1.19B |
| Q1 2022 | 172 | $1.13B |
| Q4 2021 | 162 | $905.1M |
| Q3 2021 | 152 | $959.3M |
| Q2 2021 | 158 | $888.7M |
| Q1 2021 | 151 | $958.7M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding StoneX Group Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 1 | $95 | 0.00% | +1 | New |
| Disciplined Investments, LLC | 1 | $95 | 0.00% | +1 | New |
| Belpointe Asset Management LLC | 10 | $953 | 0.00% | +10 | New |
| Fortis Capital Advisors, LLC | 10 | $953 | 0.00% | +10 | New |
| Nisa Investment Advisors, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $1.14K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13 | $1.24K | 0.00% | +2+18.2% | Added |
| Global Retirement Partners, LLC | 16 | $1.52K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 17 | $2.00K | 0.00% | +12+240.0% | Added |
| National Bank of Canada | 37 | $3.52K | 0.00% | −2,447−98.5% | Reduced |
| Covestor Ltd | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 43 | $4.10K | 0.00% | +43 | New |
| Norwood Financial Corp | 50 | $4.76K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 57 | $5.43K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 58 | $5.53K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 61 | $6.00K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 67 | $6.39K | 0.00% | +25+59.5% | Added |
| Hollencrest Capital Management | 68 | $6.48K | 0.00% | +68 | New |
| Ellevest, Inc. | 71 | $6.77K | 0.00% | +65+1,083.3% | Added |
| Versant Capital Management, Inc | 81 | $7.72K | 0.00% | +37+84.1% | Added |
| Red Tortoise LLC | 81 | $7.72K | 0.01% | +81 | New |
| Point72 Asset Management, L.P. | 148 | $14.1K | 0.00% | +148 | New |
| Tower Research Capital LLC (TRC) | 161 | $15.0K | 0.00% | −3,208−95.2% | Reduced |
| Romano Brothers and Company | 200 | $19.1K | 0.00% | +200 | New |
| Parkside Financial Bank & Trust | 202 | $19.3K | 0.01% | −3−1.5% | Reduced |
| Signaturefd, LLC | 240 | $22.9K | 0.00% | +5+2.1% | Added |
| CWM, LLC | 253 | $24.0K | 0.00% | +124+96.1% | Added |
| Assetmark, Inc | 264 | $25.2K | 0.00% | +42+18.9% | Added |
| Harbour Investments, Inc. | 273 | $26.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 327 | $31.2K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 335 | $31.9K | 0.01% | 00.0% | Unchanged |
| Gladius Capital Management LP | 373 | $35.5K | 0.01% | −63−14.4% | Reduced |
| Advisory Services Network, LLC | 401 | $38.2K | 0.00% | +401 | New |
| Quadrant Capital Group LLC | 458 | $43.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 506 | $48.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 638 | $60.8K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 712 | $67.9K | 0.02% | +712 | New |
| US Bancorp | 716 | $68.2K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 775 | $73.9K | 0.06% | +775 | New |
| GWM Advisors LLC | 966 | $79.8K | 0.00% | +966 | New |
| Key Financial Inc | 1,000 | $82.9K | 0.04% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,071 | $102.1K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 1,169 | $111.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,391 | $117.7K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,430 | $136.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,514 | $144.3K | 0.05% | −684−31.1% | Reduced |
| Proequities, Inc. | 1,562 | $148.9K | 0.01% | −18−1.1% | Reduced |
| Zacks Investment Management | 2,110 | $201.0K | 0.00% | +2,110 | New |
| Pictet Asset Management SA | 2,138 | $204.0K | 0.00% | +2,138 | New |
| State of Wisconsin Investment Board | 2,146 | $204.5K | 0.00% | −1,052−32.9% | Reduced |
| Raymond James & Associates | 2,312 | $220.3K | 0.00% | +2,312 | New |
| Everence Capital Management Inc | 2,410 | $230.0K | 0.02% | +2,410 | New |
| Bank of Montreal | 2,408 | $234.4K | 0.00% | −54−2.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,489 | $237.2K | 0.00% | +2,489 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,577 | $245.6K | 0.00% | +264+11.4% | Added |
| Sawtooth Solutions, LLC | 2,650 | $252.5K | 0.03% | −1,330−33.4% | Reduced |
| ProShare Advisors LLC | 2,716 | $258.8K | 0.00% | +2,716 | New |
| Thrive Capital Management, LLC | 2,828 | $269.5K | 0.18% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,851 | $272.0K | 0.00% | −1,436−33.5% | Reduced |
| Patten Group, Inc. | 3,050 | $290.7K | 0.09% | +3,050 | New |
| Guggenheim Capital LLC | 3,195 | $304.5K | 0.00% | +377+13.4% | Added |
| AE Wealth Management LLC | 3,336 | $317.9K | 0.00% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 3,379 | $322.0K | 0.19% | +3,379 | New |
| Janus Henderson Group PLC | 3,394 | $323.2K | 0.00% | +3,394 | New |
| Colony Group LLC | 3,600 | $343.0K | 0.00% | +3,600 | New |
| Mutual of America Capital Management LLC | 3,610 | $344.0K | 0.00% | +184+5.4% | Added |
| Ensign Peak Advisors, Inc | 4,100 | $390.7K | 0.00% | −600−12.8% | Reduced |
| HSBC Holdings PLC | 4,326 | $411.2K | 0.00% | +100+2.4% | Added |
| Captrust Financial Advisors | 4,333 | $412.9K | 0.00% | −18,972−81.4% | Reduced |
| Yorktown Management & Research Co Inc | 4,400 | $419.3K | 0.51% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,479 | $426.8K | 0.01% | +314+7.5% | Added |
| The PNC Financial Services Group, Inc. | 4,685 | $446.5K | 0.00% | +5+0.1% | Added |
| Public Employees Retirement Association of Colorado | 4,792 | $457.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 4,859 | $463.1K | 0.00% | +196+4.2% | Added |
| Dynamic Technology Lab Private Ltd | 4,872 | $464.0K | 0.05% | +4,872 | New |
| Legato Capital Management LLC | 5,013 | $477.7K | 0.09% | −51,680−91.2% | Reduced |
| Dean Capital Management | 5,013 | $477.7K | 0.64% | −12,865−72.0% | Reduced |
| Cornerstone Investment Partners, LLC | 5,265 | $501.8K | 0.03% | −100−1.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,275 | $503.0K | 0.01% | −496−8.6% | Reduced |
| Quantbot Technologies LP | 5,374 | $512.1K | 0.04% | +2,413+81.5% | Added |
| Jane Street Group, LLC | 5,415 | $516.0K | 0.00% | +5,415 | New |
| Cornercap Investment Counsel Inc | 5,454 | $519.8K | 0.09% | −1,278−19.0% | Reduced |
| Envestnet Asset Management Inc | 5,556 | $529.5K | 0.00% | −249−4.3% | Reduced |
| Oregon Public Employees Retirement Fund | 5,730 | $546.1K | 0.01% | +73+1.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 6,039 | $575.5K | 0.00% | −2,165−26.4% | Reduced |
| Hancock Whitney Corp | 6,145 | $586.0K | 0.02% | −30.0% | Reduced |
| Amundi | 6,405 | $591.1K | 0.00% | +6,405 | New |
| Truist Financial Corp | 6,305 | $600.9K | 0.00% | +6,305 | New |
| Advisor Group Holdings, Inc. | 6,519 | $620.0K | 0.00% | +603+10.2% | Added |
| Voya Investment Management LLC | 6,655 | $634.2K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 6,713 | $639.7K | 0.01% | −236−3.4% | Reduced |
| State Board of Administration of Florida Retirement System | 6,776 | $645.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 6,813 | $649.0K | 0.00% | −1,546−18.5% | Reduced |
| Manufacturers Life Insurance Company, The | 6,872 | $654.9K | 0.00% | −78−1.1% | Reduced |
| Bailard, Inc. | 6,874 | $655.1K | 0.02% | +6,874 | New |
| Maryland State Retirement & Pension System | 7,083 | $675.0K | 0.02% | +7,083 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,500 | $714.8K | 0.00% | −900−10.7% | Reduced |
| UBS Group AG | 7,582 | $722.6K | 0.00% | +5,259+226.4% | Added |
| National Asset Management, Inc. | 7,634 | $727.5K | 0.02% | +605+8.6% | Added |