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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.

Institutional holdersQ4 2023: 235 institutions
Q1 2021: 151 institutionsQ2 2021: 158 institutionsQ3 2021: 152 institutionsQ4 2021: 162 institutionsQ1 2022: 172 institutionsQ2 2022: 184 institutionsQ3 2022: 202 institutionsQ4 2022: 230 institutionsQ1 2023: 219 institutionsQ2 2023: 211 institutionsQ3 2023: 216 institutionsQ4 2023: 235 institutionsQ1 2024: 239 institutionsQ2 2024: 249 institutionsQ3 2024: 259 institutionsQ4 2024: 285 institutionsQ1 2025: 314 institutionsQ2 2025: 350 institutionsQ3 2025: 370 institutionsQ4 2025: 363 institutionsQ1 2026: 390 institutionsQ2 2026: 471 institutions
Value heldQ4 2023: $1.77B
Q1 2021: $958.7MQ2 2021: $888.7MQ3 2021: $959.3MQ4 2021: $905.1MQ1 2022: $1.13BQ2 2022: $1.19BQ3 2022: $1.28BQ4 2022: $1.46BQ1 2023: $1.62BQ2 2023: $1.30BQ3 2023: $1.52BQ4 2023: $1.77BQ1 2024: $1.69BQ2 2024: $1.84BQ3 2024: $2.03BQ4 2024: $2.46BQ1 2025: $2.97BQ2 2025: $3.62BQ3 2025: $4.18BQ4 2025: $4.09BQ1 2026: $5.31BQ2 2026: $7.94B
Institutions holding SNEX and their total value by quarter
QuarterHoldersValue
Q2 2026471$7.94B
Q1 2026390$5.31B
Q4 2025363$4.09B
Q3 2025370$4.18B
Q2 2025350$3.62B
Q1 2025314$2.97B
Q4 2024285$2.46B
Q3 2024259$2.03B
Q2 2024249$1.84B
Q1 2024239$1.69B
Q4 2023235$1.77B
Q3 2023216$1.52B
Q2 2023211$1.30B
Q1 2023219$1.62B
Q4 2022230$1.46B
Q3 2022202$1.28B
Q2 2022184$1.19B
Q1 2022172$1.13B
Q4 2021162$905.1M
Q3 2021152$959.3M
Q2 2021158$888.7M
Q1 2021151$958.7M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding StoneX Group Inc.; share changes are against Q3 2023.

Institutions holding SNEX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Parkside Financial Bank & Trust601$44.4K0.01%+187+45.2%Added
Gladius Capital Management LP487$36.0K0.02%+96+24.6%Added
FinTrust Capital Advisors, LLC450$33.2K0.01%+150+50.0%Added
Naples Money Management LLC405$29.9K0.03%+405New
Advisory Services Network, LLC301$22.2K0.00%+301New
Assetmark, Inc296$21.9K0.00%−302−50.5%Reduced
Federated Hermes, Inc.262$19.3K0.00%+68+35.1%Added
CWM, LLC219$16.0K0.00%+59+36.9%Added
Harbour Investments, Inc.109$8.05K0.00%+36+49.3%Added
Red Tortoise LLC109$8.05K0.00%+36+49.3%Added
Hollencrest Capital Management102$7.53K0.00%+34+50.0%Added
Private Wealth Management Group, LLC88$6.50K0.00%+88New
Key Financial Inc88$6.50K0.00%+29+49.2%Added
Fifth Third Bancorp77$5.68K0.00%+25+48.1%Added
Norwood Financial Corp75$5.54K0.01%+25+50.0%Added
GAMMA Investing LLC79$5.19K0.00%+79New
Signaturefd, LLC69$5.09K0.00%−159−69.7%Reduced
Geneos Wealth Management Inc.69$5.09K0.00%+23+50.0%Added
EverSource Wealth Advisors, LLC63$4.65K0.00%+21+50.0%Added
Principal Securities, Inc.62$4.58K0.00%+62New
Lindbrook Capital, LLC60$4.43K0.00%+20+50.0%Added
Bessemer Group Inc39$3.00K0.00%+39New
Bell Investment Advisors, Inc34$2.51K0.00%+11+47.8%Added
Denali Advisors LLC34$2.51K0.00%+34New
Versant Capital Management, Inc28$2.07K0.00%−11−28.2%Reduced
Massmutual Trust Co FSB24$1.77K0.00%−4−14.3%Reduced
Nisa Investment Advisors, LLC22$1.62K0.00%+11+100.0%Added
Global Retirement Partners, LLC23$1.48K0.00%+7+43.8%Added
Farmers & Merchants Investments Inc19$1.40K0.00%+6+46.2%Added
Fortitude Family Office, LLC12$8860.00%+12New
JFS Wealth Advisors, LLC10$7390.00%+3+42.9%Added
Abound Wealth Management6$4430.00%+2+50.0%Added
SJS Investment Consulting Inc.4$2960.00%+1+33.3%Added
Parallel Advisors, LLC4$2950.00%+4New
Scarborough Advisors, LLC3$2210.00%+3New
Proequities, Inc.0$00.00%−2−100.0%Sold out
Bridgeway Capital Management, LLC0$00.00%−83,233−100.0%Sold out
Empowered Funds, LLC0$00.00%−21,530−100.0%Sold out
HRT Financial LP0$00.00%−14,209−100.0%Sold out
Hussman Strategic Advisors, Inc.0$00.00%−10,400−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−7,384−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−4,594−100.0%Sold out
Squarepoint Ops LLC0$00.00%−3,564−100.0%Sold out
Franklin Resources Inc0$00.00%−2,090−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−795−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−303−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−100−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−30−100.0%Sold out
Virginia Retirement Systems Et Al––––Not filed
BTC Capital Management, Inc.––––Not filed
Colony Group LLC––––Not filed
Johnson Midwest Financial, LLC––––Not filed
Steward Financial Group LLC––––Not filed