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 2023
Institutional positions in StoneX Group Inc. as of Dec 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
- 235
- +24 vs. Q3 2023
- Shares held
- 24.0M
- +8.31M (+53.0%) vs. Q3 2023
- Total value
- $1.77B
- +$252.8M (+16.7%) vs. Q3 2023
- New holders
- 37
- 180 more added
- Sold out
- 13
- 18 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding StoneX Group Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Scarborough Advisors, LLC | 3 | $221 | 0.00% | +3 | New |
| Parallel Advisors, LLC | 4 | $295 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 4 | $296 | 0.00% | +1+33.3% | Added |
| Abound Wealth Management | 6 | $443 | 0.00% | +2+50.0% | Added |
| JFS Wealth Advisors, LLC | 10 | $739 | 0.00% | +3+42.9% | Added |
| Fortitude Family Office, LLC | 12 | $886 | 0.00% | +12 | New |
| Farmers & Merchants Investments Inc | 19 | $1.40K | 0.00% | +6+46.2% | Added |
| Global Retirement Partners, LLC | 23 | $1.48K | 0.00% | +7+43.8% | Added |
| Nisa Investment Advisors, LLC | 22 | $1.62K | 0.00% | +11+100.0% | Added |
| Massmutual Trust Co FSB | 24 | $1.77K | 0.00% | −4−14.3% | Reduced |
| Versant Capital Management, Inc | 28 | $2.07K | 0.00% | −11−28.2% | Reduced |
| Denali Advisors LLC | 34 | $2.51K | 0.00% | +34 | New |
| Bell Investment Advisors, Inc | 34 | $2.51K | 0.00% | +11+47.8% | Added |
| Bessemer Group Inc | 39 | $3.00K | 0.00% | +39 | New |
| Lindbrook Capital, LLC | 60 | $4.43K | 0.00% | +20+50.0% | Added |
| Principal Securities, Inc. | 62 | $4.58K | 0.00% | +62 | New |
| EverSource Wealth Advisors, LLC | 63 | $4.65K | 0.00% | +21+50.0% | Added |
| Signaturefd, LLC | 69 | $5.09K | 0.00% | −159−69.7% | Reduced |
| Geneos Wealth Management Inc. | 69 | $5.09K | 0.00% | +23+50.0% | Added |
| GAMMA Investing LLC | 79 | $5.19K | 0.00% | +79 | New |
| Norwood Financial Corp | 75 | $5.54K | 0.01% | +25+50.0% | Added |
| Fifth Third Bancorp | 77 | $5.68K | 0.00% | +25+48.1% | Added |
| Key Financial Inc | 88 | $6.50K | 0.00% | +29+49.2% | Added |
| Private Wealth Management Group, LLC | 88 | $6.50K | 0.00% | +88 | New |
| Hollencrest Capital Management | 102 | $7.53K | 0.00% | +34+50.0% | Added |
| Harbour Investments, Inc. | 109 | $8.05K | 0.00% | +36+49.3% | Added |
| Red Tortoise LLC | 109 | $8.05K | 0.00% | +36+49.3% | Added |
| CWM, LLC | 219 | $16.0K | 0.00% | +59+36.9% | Added |
| Federated Hermes, Inc. | 262 | $19.3K | 0.00% | +68+35.1% | Added |
| Assetmark, Inc | 296 | $21.9K | 0.00% | −302−50.5% | Reduced |
| Advisory Services Network, LLC | 301 | $22.2K | 0.00% | +301 | New |
| Naples Money Management LLC | 405 | $29.9K | 0.03% | +405 | New |
| FinTrust Capital Advisors, LLC | 450 | $33.2K | 0.01% | +150+50.0% | Added |
| Gladius Capital Management LP | 487 | $36.0K | 0.02% | +96+24.6% | Added |
| Parkside Financial Bank & Trust | 601 | $44.4K | 0.01% | +187+45.2% | Added |
| Advisor Group Holdings, Inc. | 774 | $57.3K | 0.00% | −4−0.5% | Reduced |
| Allworth Financial LP | 815 | $60.2K | 0.00% | +270+49.5% | Added |
| KBC Group NV | 894 | $66.0K | 0.00% | +298+50.0% | Added |
| Quadrant Capital Group LLC | 953 | $70.4K | 0.01% | +493+107.2% | Added |
| C M Bidwell & Associates Ltd | 1,066 | $78.7K | 0.06% | +354+49.7% | Added |
| Metropolitan Life Insurance Co | 1,507 | $111.3K | 0.01% | +432+40.2% | Added |
| Covestor Ltd | 1,941 | $143.0K | 0.10% | −34−1.7% | Reduced |
| State of Wyoming | 2,103 | $155.3K | 0.03% | +201+10.6% | Added |
| SG Americas Securities, LLC | 2,481 | $183.0K | 0.00% | −7,365−74.8% | Reduced |
| EntryPoint Capital, LLC | 2,481 | $183.2K | 0.18% | +2,481 | New |
| Landscape Capital Management, L.L.C. | 2,742 | $202.4K | 0.02% | +2,742 | New |
| Pathstone Holdings, LLC | 2,774 | $204.8K | 0.00% | +2,774 | New |
| Ameritas Investment Partners, Inc. | 2,776 | $205.0K | 0.01% | +1,025+58.5% | Added |
| Aquatic Capital Management LLC | 2,800 | $207.0K | 0.01% | +1,000+55.6% | Added |
| CIBC Asset Management Inc | 2,933 | $216.5K | 0.00% | +2,933 | New |
| Acadian Asset Management LLC | 2,953 | $218.0K | 0.00% | −7,016−70.4% | Reduced |
| Nebula Research & Development LLC | 3,040 | $224.4K | 0.07% | +3,040 | New |
| Quantbot Technologies LP | 3,078 | $227.2K | 0.01% | +2,838+1,182.5% | Added |
| Guggenheim Capital LLC | 3,117 | $230.1K | 0.00% | +3,117 | New |
| Amundi | 3,474 | $234.5K | 0.00% | +1,239+55.4% | Added |
| Handelsbanken Fonder AB | 3,364 | $248.0K | 0.00% | +3,364 | New |
| Sawgrass Asset Management LLC | 3,450 | $254.7K | 0.03% | +1,062+44.5% | Added |
| Convergence Investment Partners, LLC | 3,584 | $265.0K | 0.14% | +3,584 | New |
| Everence Capital Management Inc | 3,615 | $267.0K | 0.02% | +1,205+50.0% | Added |
| Pictet Asset Management Holding SA | 3,679 | $271.6K | 0.00% | +1,537+71.8% | Added |
| SEI Investments Co | 3,844 | $283.8K | 0.00% | −6,584−63.1% | Reduced |
| Colony Group, LLC | 4,054 | $299.0K | 0.00% | +4,054 | New |
| AXS Investments LLC | 4,075 | $300.9K | 0.07% | +4,075 | New |
| Oppenheimer Asset Management Inc. | 4,111 | $303.5K | 0.00% | +1,362+49.5% | Added |
| Jane Street Group, LLC | 4,128 | $304.8K | 0.00% | +4,128 | New |
| Bank of Montreal | 4,127 | $305.2K | 0.00% | +1,519+58.2% | Added |
| Thrive Capital Management, LLC | 4,242 | $313.2K | 0.17% | +1,414+50.0% | Added |
| Simplex Trading, LLC | 4,465 | $329.0K | 0.01% | +4,465 | New |
| AE Wealth Management LLC | 5,004 | $337.0K | 0.00% | +1,676+50.4% | Added |
| Patten Group, Inc. | 4,575 | $337.8K | 0.09% | +1,525+50.0% | Added |
| Inceptionr LLC | 4,629 | $341.8K | 0.24% | +4,629 | New |
| Mutual of America Capital Management LLC | 4,695 | $346.6K | 0.00% | +1,561+49.8% | Added |
| New York Life Investment Management LLC | 5,002 | $369.3K | 0.00% | +1,563+45.4% | Added |
| ProShare Advisors LLC | 5,033 | $371.6K | 0.00% | +2,314+85.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,073 | $374.5K | 0.00% | +556+12.3% | Added |
| Affinity Investment Advisors, LLC | 5,184 | $382.7K | 0.26% | −782−13.1% | Reduced |
| First Hawaiian Bank | 5,187 | $382.9K | 0.01% | +1,172+29.2% | Added |
| Hancock Whitney Corp | 5,189 | $383.0K | 0.01% | +1,624+45.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,788 | $427.3K | 0.00% | −6,168−51.6% | Reduced |
| Public Employees Retirement Association of Colorado | 5,842 | $431.0K | 0.00% | +1,811+44.9% | Added |
| Truist Financial Corp | 5,880 | $434.1K | 0.00% | +1,801+44.2% | Added |
| Mercer Global Advisors Inc | 5,957 | $440.0K | 0.00% | +2,731+84.7% | Added |
| Zacks Investment Management | 5,991 | $442.3K | 0.01% | +2,915+94.8% | Added |
| Occudo Quantitative Strategies LP | 6,077 | $448.7K | 0.06% | +408+7.2% | Added |
| Dynamic Technology Lab Private Ltd | 6,279 | $464.0K | 0.05% | +6,279 | New |
| STRS Ohio | 6,300 | $465.0K | 0.00% | +2,100+50.0% | Added |
| Sawtooth Solutions, LLC | 6,312 | $466.0K | 0.01% | +2,933+86.8% | Added |
| Captrust Financial Advisors | 6,494 | $479.5K | 0.00% | +2,112+48.2% | Added |
| Diversified Trust Co | 6,923 | $511.1K | 0.02% | +2,519+57.2% | Added |
| Cornerstone Investment Partners, LLC | 7,128 | $526.3K | 0.03% | +2,376+50.0% | Added |
| The PNC Financial Services Group, Inc. | 7,443 | $549.5K | 0.00% | +2,522+51.2% | Added |
| State Board of Administration of Florida Retirement System | 7,659 | $565.5K | 0.00% | +2,553+50.0% | Added |
| Tower Research Capital LLC (TRC) | 7,732 | $570.9K | 0.01% | +6,447+501.7% | Added |
| US Bancorp | 7,749 | $572.1K | 0.00% | +6,977+903.8% | Added |
| Arizona State Retirement System | 7,848 | $579.4K | 0.00% | +2,531+47.6% | Added |
| Oregon Public Employees Retirement Fund | 7,863 | $580.5K | 0.01% | +2,498+46.6% | Added |
| Cornercap Investment Counsel Inc | 7,964 | $588.0K | 0.10% | +2,779+53.6% | Added |
| Teachers Retirement System of the State of Kentucky | 8,365 | $618.0K | 0.01% | +2,788+50.0% | Added |
| Wolverine Trading, LLC | 8,845 | $653.0K | 0.00% | +8,845 | New |
| State of Tennessee, Treasury Department | 8,928 | $659.2K | 0.00% | +2,976+50.0% | Added |