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, Q1 2023
Institutional positions in StoneX Group Inc. as of Mar 31, 2023. 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
- 219
- −10 vs. Q4 2022
- Shares held
- 15.6M
- +248.6K (+1.6%) vs. Q4 2022
- Total value
- $1.62B
- +$152.1M (+10.4%) vs. Q4 2022
- New holders
- 26
- 84 more added
- Sold out
- 36
- 79 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding StoneX Group Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 2 | $0 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 1 | $104 | 0.00% | +1 | New |
| Disciplined Investments, LLC | 2 | $207 | 0.00% | +1+100.0% | Added |
| SJS Investment Consulting Inc. | 2 | $208 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 4 | $415 | 0.00% | +3+300.0% | Added |
| Schubert & Co | 5 | $518 | 0.00% | +5 | New |
| Spire Wealth Management | 8 | $828 | 0.00% | +8 | New |
| Nisa Investment Advisors, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $1.24K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13 | $1.35K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 13 | $1.35K | 0.00% | +3+30.0% | Added |
| Fortis Capital Advisors, LLC | 13 | $1.35K | 0.00% | +3+30.0% | Added |
| Massmutual Trust Co FSB | 14 | $1.45K | 0.00% | −3−17.6% | Reduced |
| Global Retirement Partners, LLC | 16 | $1.52K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 15 | $1.52K | 0.00% | +15 | New |
| Ronald Blue Trust, Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 20 | $2.07K | 0.00% | +20 | New |
| Versant Capital Management, Inc | 39 | $3.94K | 0.00% | −42−51.9% | Reduced |
| EverSource Wealth Advisors, LLC | 42 | $4.35K | 0.00% | −25−37.3% | Reduced |
| Lindbrook Capital, LLC | 48 | $4.97K | 0.00% | −9−15.8% | Reduced |
| Norwood Financial Corp | 50 | $5.18K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 59 | $6.11K | 0.00% | +1+1.7% | Added |
| Johnson Midwest Financial, LLC | 61 | $6.32K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 68 | $7.04K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 73 | $7.56K | 0.00% | −200−73.3% | Reduced |
| Red Tortoise LLC | 73 | $7.56K | 0.01% | −8−9.9% | Reduced |
| International Assets Investment Management, LLC | 75 | $7.76K | 0.00% | +75 | New |
| GWM Advisors LLC | 129 | $13.4K | 0.00% | −837−86.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 130 | $13.5K | 0.00% | +130 | New |
| Ellevest, Inc. | 131 | $13.6K | 0.00% | +60+84.5% | Added |
| Tucker Asset Management LLC | 198 | $20.5K | 0.01% | +198 | New |
| Ridgewood Investments LLC | 200 | $20.7K | 0.01% | +200 | New |
| CWM, LLC | 202 | $21.0K | 0.00% | −51−20.2% | Reduced |
| Signaturefd, LLC | 258 | $26.7K | 0.00% | +18+7.5% | Added |
| FinTrust Capital Advisors, LLC | 335 | $31.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 358 | $37.1K | 0.01% | +156+77.2% | Added |
| Assetmark, Inc | 385 | $39.9K | 0.00% | +121+45.8% | Added |
| Advisory Services Network, LLC | 401 | $41.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 420 | $43.0K | 0.00% | +259+160.9% | Added |
| Gladius Capital Management LP | 422 | $43.7K | 0.01% | +49+13.1% | Added |
| Quadrant Capital Group LLC | 429 | $44.4K | 0.00% | −29−6.3% | Reduced |
| US Bancorp | 459 | $47.5K | 0.00% | −257−35.9% | Reduced |
| Allworth Financial LP | 539 | $55.8K | 0.00% | −99−15.5% | Reduced |
| Point72 Asset Management, L.P. | 628 | $65.1K | 0.00% | +480+324.3% | Added |
| C M Bidwell & Associates Ltd | 782 | $81.0K | 0.06% | +7+0.9% | Added |
| USA Financial Portformulas Corp | 832 | $86.1K | 0.14% | +832 | New |
| State of Wyoming | 891 | $92.2K | 0.03% | −623−41.1% | Reduced |
| Metropolitan Life Insurance Co | 955 | $98.9K | 0.01% | −116−10.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,391 | $144.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,430 | $148.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,435 | $148.6K | 0.01% | −127−8.1% | Reduced |
| Covestor Ltd | 1,740 | $180.0K | 0.16% | +1,704+4,733.3% | Added |
| Pictet Asset Management SA | 2,138 | $221.3K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 2,167 | $224.3K | 0.00% | +21+1.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,200 | $227.8K | 0.00% | −5,300−70.7% | Reduced |
| Everence Capital Management Inc | 2,410 | $250.0K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,450 | $254.0K | 0.00% | +2,450 | New |
| Convergence Investment Partners, LLC | 2,468 | $256.0K | 0.15% | −911−27.0% | Reduced |
| ProShare Advisors LLC | 2,551 | $264.1K | 0.00% | −165−6.1% | Reduced |
| Ci Investments Inc. | 2,599 | $269.0K | 0.00% | +2,599 | New |
| Thrive Capital Management, LLC | 2,828 | $285.9K | 0.18% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 2,808 | $290.7K | 0.04% | +2,808 | New |
| Zacks Investment Management | 2,929 | $303.3K | 0.00% | +819+38.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,940 | $304.4K | 0.00% | +363+14.1% | Added |
| Bank of Montreal | 2,978 | $309.5K | 0.00% | +570+23.7% | Added |
| Patten Group, Inc. | 3,050 | $315.8K | 0.09% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 3,265 | $338.0K | 0.01% | −3,448−51.4% | Reduced |
| AE Wealth Management LLC | 3,328 | $344.5K | 0.00% | −8−0.2% | Reduced |
| Colony Group LLC | 3,603 | $373.0K | 0.01% | +3+0.1% | Added |
| Mutual of America Capital Management LLC | 3,614 | $374.2K | 0.00% | +4+0.1% | Added |
| Virginia Retirement Systems Et Al | 4,000 | $414.1K | 0.00% | +4,000 | New |
| First Hawaiian Bank | 4,020 | $416.2K | 0.01% | +4,020 | New |
| Captrust Financial Advisors | 4,278 | $442.9K | 0.00% | −55−1.3% | Reduced |
| Engineers Gate Manager LP | 4,394 | $454.9K | 0.02% | −8,377−65.6% | Reduced |
| Yorktown Management & Research Co Inc | 4,400 | $455.5K | 0.49% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 4,615 | $477.3K | 0.14% | +4,615 | New |
| New York Life Investment Management LLC | 4,676 | $484.1K | 0.01% | +4,676 | New |
| The PNC Financial Services Group, Inc. | 4,783 | $495.2K | 0.00% | +98+2.1% | Added |
| Public Employees Retirement Association of Colorado | 4,792 | $496.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,810 | $498.0K | 0.00% | −6,154−56.1% | Reduced |
| Cornerstone Investment Partners, LLC | 4,904 | $507.7K | 0.03% | −361−6.9% | Reduced |
| Arizona State Retirement System | 4,990 | $516.6K | 0.00% | +131+2.7% | Added |
| Advisor Group Holdings, Inc. | 5,111 | $529.1K | 0.00% | −1,408−21.6% | Reduced |
| Hancock Whitney Corp | 5,255 | $544.0K | 0.02% | −890−14.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,275 | $546.0K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 5,300 | $548.7K | 0.00% | +1,200+29.3% | Added |
| PDT Partners, LLC | 5,406 | $559.7K | 0.08% | +5,406 | New |
| Oregon Public Employees Retirement Fund | 5,665 | $586.5K | 0.01% | −65−1.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 5,768 | $597.2K | 0.00% | −271−4.5% | Reduced |
| State Board of Administration of Florida Retirement System | 5,796 | $600.1K | 0.00% | −980−14.5% | Reduced |
| Affinity Investment Advisors, LLC | 5,910 | $611.9K | 0.33% | +5,910 | New |
| Truist Financial Corp | 6,314 | $653.7K | 0.00% | +9+0.1% | Added |
| Winton Group Ltd | 6,398 | $662.4K | 0.04% | +6,398 | New |
| Voya Investment Management LLC | 6,599 | $683.2K | 0.00% | −56−0.8% | Reduced |
| Public Employees Retirement System of Ohio | 6,813 | $705.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 6,877 | $712.0K | 0.05% | −845−10.9% | Reduced |
| Manufacturers Life Insurance Company, The | 6,913 | $715.7K | 0.00% | +41+0.6% | Added |
| Maryland State Retirement & Pension System | 7,083 | $733.3K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 7,159 | $741.2K | 0.00% | +1,603+28.9% | Added |
| Los Angeles Capital Management LLC | 7,375 | $763.5K | 0.00% | +7,375 | New |