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, Q3 2023
Institutional positions in StoneX Group Inc. as of Sep 30, 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
- 216
- +6 vs. Q2 2023
- Shares held
- 15.7M
- +86.2K (+0.6%) vs. Q2 2023
- Total value
- $1.52B
- +$221.3M (+17.1%) vs. Q2 2023
- New holders
- 23
- 69 more added
- Sold out
- 17
- 87 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding StoneX Group Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 8 | $0 | 0.00% | +8 | New |
| Proequities, Inc. | 2 | $193 | 0.00% | −16−88.9% | Reduced |
| SJS Investment Consulting Inc. | 3 | $291 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $388 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $679 | 0.00% | +1+16.7% | Added |
| Nisa Investment Advisors, LLC | 11 | $1.07K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13 | $1.26K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 16 | $1.49K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $2.23K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 28 | $2.71K | 0.00% | +10+55.6% | Added |
| First Horizon Advisors, Inc. | 30 | $2.91K | 0.00% | +30 | New |
| Versant Capital Management, Inc | 39 | $3.78K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 40 | $3.88K | 0.00% | −4−9.1% | Reduced |
| EverSource Wealth Advisors, LLC | 42 | $4.07K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 46 | $4.46K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 50 | $4.85K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 52 | $5.04K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 59 | $5.72K | 0.00% | +26+78.8% | Added |
| Johnson Midwest Financial, LLC | 61 | $5.91K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 68 | $6.59K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 73 | $7.08K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 73 | $7.08K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $9.69K | 0.00% | −30−23.1% | Reduced |
| CWM, LLC | 160 | $16.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 194 | $18.8K | 0.00% | −1−0.5% | Reduced |
| Signaturefd, LLC | 228 | $22.1K | 0.00% | −6−2.6% | Reduced |
| Quantbot Technologies LP | 240 | $23.3K | 0.00% | +240 | New |
| FinTrust Capital Advisors, LLC | 300 | $29.1K | 0.01% | −35−10.4% | Reduced |
| Exchange Traded Concepts, LLC | 303 | $29.4K | 0.00% | +303 | New |
| Gladius Capital Management LP | 391 | $37.9K | 0.01% | −12−3.0% | Reduced |
| Parkside Financial Bank & Trust | 414 | $40.1K | 0.01% | +46+12.5% | Added |
| Qube Research & Technologies Ltd | 427 | $41.4K | 0.00% | +427 | New |
| Quadrant Capital Group LLC | 460 | $44.6K | 0.00% | +16+3.6% | Added |
| Allworth Financial LP | 545 | $52.8K | 0.00% | +6+1.1% | Added |
| Assetmark, Inc | 598 | $58.0K | 0.00% | +23+4.0% | Added |
| KBC Group NV | 596 | $58.0K | 0.00% | −612−50.7% | Reduced |
| C M Bidwell & Associates Ltd | 712 | $69.0K | 0.05% | −70−9.0% | Reduced |
| US Bancorp | 772 | $74.8K | 0.00% | +263+51.7% | Added |
| Advisor Group Holdings, Inc. | 778 | $75.4K | 0.00% | +369+90.2% | Added |
| USA Financial Portformulas Corp | 795 | $77.1K | 0.12% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,075 | $104.2K | 0.01% | +120+12.6% | Added |
| Tower Research Capital LLC (TRC) | 1,285 | $124.5K | 0.00% | −212−14.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,751 | $169.7K | 0.01% | +360+25.9% | Added |
| Aquatic Capital Management LLC | 1,800 | $174.0K | 0.01% | +1,800 | New |
| State of Wyoming | 1,902 | $184.3K | 0.04% | +658+52.9% | Added |
| Covestor Ltd | 1,975 | $191.0K | 0.14% | +446+29.2% | Added |
| Franklin Resources Inc | 2,090 | $202.6K | 0.00% | +2,090 | New |
| Amundi | 2,235 | $205.5K | 0.00% | −68−3.0% | Reduced |
| Pictet Asset Management Holding SA | 2,142 | $207.6K | 0.00% | +2,142 | New |
| UBS Group AG | 2,276 | $220.6K | 0.00% | −11,860−83.9% | Reduced |
| Sawgrass Asset Management LLC | 2,388 | $231.4K | 0.03% | +2,388 | New |
| Everence Capital Management Inc | 2,410 | $234.0K | 0.02% | +2,410 | New |
| Bank of Montreal | 2,608 | $252.9K | 0.00% | −51−1.9% | Reduced |
| Colony Group LLC | 2,703 | $262.0K | 0.00% | −997−26.9% | Reduced |
| ProShare Advisors LLC | 2,719 | $263.5K | 0.00% | −66−2.4% | Reduced |
| Oppenheimer Asset Management Inc. | 2,749 | $266.4K | 0.00% | −473−14.7% | Reduced |
| Thrive Capital Management, LLC | 2,828 | $274.1K | 0.15% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 3,008 | $291.5K | 0.03% | −96−3.1% | Reduced |
| Patten Group, Inc. | 3,050 | $295.6K | 0.09% | 00.0% | Unchanged |
| Zacks Investment Management | 3,076 | $298.1K | 0.00% | +518+20.3% | Added |
| Mutual of America Capital Management LLC | 3,134 | $303.7K | 0.00% | −311−9.0% | Reduced |
| Mercer Global Advisors Inc | 3,226 | $313.0K | 0.00% | −34−1.0% | Reduced |
| AE Wealth Management LLC | 3,328 | $322.6K | 0.00% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 3,379 | $327.5K | 0.01% | +27+0.8% | Added |
| New York Life Investment Management LLC | 3,439 | $333.3K | 0.00% | −542−13.6% | Reduced |
| Squarepoint Ops LLC | 3,564 | $345.4K | 0.00% | −931−20.7% | Reduced |
| Hancock Whitney Corp | 3,565 | $345.5K | 0.01% | −200−5.3% | Reduced |
| First Hawaiian Bank | 4,015 | $389.1K | 0.01% | −5−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 4,031 | $391.0K | 0.00% | −761−15.9% | Reduced |
| Truist Financial Corp | 4,079 | $395.3K | 0.00% | −810−16.6% | Reduced |
| STRS Ohio | 4,200 | $407.0K | 0.00% | −5,000−54.3% | Reduced |
| Captrust Financial Advisors | 4,382 | $424.7K | 0.00% | −16,319−78.8% | Reduced |
| Diversified Trust Co | 4,404 | $426.8K | 0.02% | −1,067−19.5% | Reduced |
| Jump Financial, LLC | 4,458 | $432.1K | 0.02% | +4,458 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,517 | $437.8K | 0.00% | +797+21.4% | Added |
| Balyasny Asset Management LLC | 4,594 | $445.3K | 0.00% | +4,594 | New |
| Citadel Advisors LLC | 4,699 | $455.4K | 0.00% | +2,348+99.9% | Added |
| Cornerstone Investment Partners, LLC | 4,752 | $460.6K | 0.03% | −152−3.1% | Reduced |
| The PNC Financial Services Group, Inc. | 4,921 | $476.9K | 0.00% | +80+1.7% | Added |
| Wells Fargo & Company | 4,996 | $484.2K | 0.00% | −3,571−41.7% | Reduced |
| State Board of Administration of Florida Retirement System | 5,106 | $494.9K | 0.00% | +30+0.6% | Added |
| Cornercap Investment Counsel Inc | 5,185 | $502.5K | 0.09% | +5,185 | New |
| Ensign Peak Advisors, Inc | 5,300 | $513.7K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 5,317 | $515.3K | 0.00% | +97+1.9% | Added |
| Oregon Public Employees Retirement Fund | 5,365 | $520.0K | 0.01% | −100−1.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,577 | $540.0K | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 5,669 | $549.4K | 0.07% | +1,085+23.7% | Added |
| State of Tennessee, Treasury Department | 5,952 | $576.9K | 0.00% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 5,966 | $578.2K | 0.37% | +30+0.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 6,244 | $605.2K | 0.00% | +1,290+26.0% | Added |
| Yorktown Management & Research Co Inc | 6,400 | $620.3K | 0.70% | +3,200+100.0% | Added |
| Maryland State Retirement & Pension System | 6,587 | $638.4K | 0.01% | −283−4.1% | Reduced |
| Public Employees Retirement System of Ohio | 6,813 | $660.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 6,827 | $661.7K | 0.04% | −50−0.7% | Reduced |
| Victory Capital Management Inc | 7,010 | $679.4K | 0.00% | +1,225+21.2% | Added |
| Amalgamated Bank | 7,046 | $683.0K | 0.01% | −39−0.6% | Reduced |
| XTX Topco Ltd | 7,081 | $686.3K | 0.12% | +7,081 | New |
| Voya Investment Management LLC | 7,103 | $688.4K | 0.00% | +89+1.3% | Added |
| Voloridge Investment Management, LLC | 7,231 | $700.8K | 0.00% | +7,231 | New |
| Los Angeles Capital Management LLC | 7,384 | $715.7K | 0.00% | +7,384 | New |