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 2025
Institutional positions in StoneX Group Inc. as of Mar 31, 2025. 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
- 314
- +31 vs. Q4 2024
- Shares held
- 38.9M
- +13.9M (+55.8%) vs. Q4 2024
- Total value
- $2.97B
- +$528.1M (+21.6%) vs. Q4 2024
- New holders
- 62
- 232 more added
- Sold out
- 31
- 18 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding StoneX Group Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 5,343 | $408.1K | 0.00% | +1,781+50.0% | Added |
| HSBC Holdings PLC | 5,366 | $407.0K | 0.00% | +1,802+50.6% | Added |
| Hancock Whitney Corp | 5,233 | $399.7K | 0.01% | +2,186+71.7% | Added |
| Concurrent Investment Advisors, LLC | 5,186 | $396.1K | 0.01% | +5,186 | New |
| Catalyst Capital Advisors LLC | 5,175 | $395.3K | 0.01% | +5,175 | New |
| BTC Capital Management, Inc. | 5,121 | $390.6K | 0.04% | +844+19.7% | Added |
| State of Wyoming | 5,113 | $390.5K | 0.05% | +524+11.4% | Added |
| Sawgrass Asset Management LLC | 4,709 | $359.7K | 0.04% | +1,219+34.9% | Added |
| Lido Advisors, LLC | 4,623 | $353.1K | 0.00% | +1,423+44.5% | Added |
| Ameritas Investment Partners, Inc. | 4,342 | $331.6K | 0.01% | +1,447+50.0% | Added |
| MML Investors Services, LLC | 4,306 | $329.0K | 0.00% | +2,077+93.2% | Added |
| Evergreen Capital Management LLC | 4,265 | $325.8K | 0.01% | +1,472+52.7% | Added |
| TD Waterhouse Canada Inc. | 4,103 | $319.0K | 0.00% | +4,042+6,626.2% | Added |
| Oxford Financial Group Ltd | 4,119 | $314.6K | 0.02% | +4,119 | New |
| Smith Shellnut Wilson LLC | 4,086 | $312.1K | 0.14% | +1,362+50.0% | Added |
| EntryPoint Capital, LLC | 4,017 | $306.8K | 0.14% | −1,511−27.3% | Reduced |
| Cadent Capital Advisors, LLC | 3,880 | $296.4K | 0.11% | +1,293+50.0% | Added |
| Mackenzie Financial Corp | 3,591 | $274.3K | 0.00% | +407+12.8% | Added |
| Xponance, Inc. | 3,588 | $274.1K | 0.00% | +3,588 | New |
| Exchange Traded Concepts, LLC | 3,433 | $262.2K | 0.00% | +3,266+1,955.7% | Added |
| CIBC Asset Management Inc | 3,383 | $258.4K | 0.00% | +3,383 | New |
| Argent Trust Co | 3,372 | $257.6K | 0.01% | +1,124+50.0% | Added |
| Crossmark Global Holdings, Inc. | 3,351 | $255.9K | 0.00% | +1,112+49.7% | Added |
| Blair William & Co | 3,300 | $252.1K | 0.00% | +3,300 | New |
| Sequoia Financial Advisors, LLC | 3,285 | $250.9K | 0.00% | +3,285 | New |
| Longboard Asset Management, LP | 3,096 | $236.5K | 0.69% | +1,032+50.0% | Added |
| Jefferies Financial Group Inc. | 3,052 | $233.1K | 0.00% | −34,248−91.8% | Reduced |
| Anb Bank | 3,033 | $231.7K | 0.10% | +3,033 | New |
| Commonwealth Equity Services, LLC | 2,986 | $228.0K | 0.00% | +2,986 | New |
| Ethic Inc. | 2,871 | $219.6K | 0.00% | +2,871 | New |
| Covestor Ltd | 2,804 | $214.0K | 0.14% | +1,635+139.9% | Added |
| HighTower Advisors, LLC | 2,797 | $213.6K | 0.00% | +2,797 | New |
| AXA S.A. | 2,769 | $211.5K | 0.00% | +2,769 | New |
| United Services Automobile Association | 2,764 | $210.4K | 0.01% | +2,764 | New |
| Zacks Investment Management | 2,744 | $209.6K | 0.00% | +2,744 | New |
| Stelac Advisory Services LLC | 2,561 | $195.6K | 0.08% | +2,561 | New |
| KBC Group NV | 1,963 | $150.0K | 0.00% | +654+50.0% | Added |
| US Bancorp | 1,695 | $129.5K | 0.00% | +420+32.9% | Added |
| USA Financial Portformulas Corp | 1,431 | $109.3K | 0.02% | +114+8.7% | Added |
| Allworth Financial LP | 1,244 | $107.0K | 0.00% | +429+52.6% | Added |
| HM Payson & Co | 1,275 | $97.4K | 0.00% | +1,275 | New |
| Steward Partners Investment Advisory, LLC | 1,253 | $95.7K | 0.00% | +491+64.4% | Added |
| Parkside Financial Bank & Trust | 1,243 | $94.9K | 0.01% | +428+52.5% | Added |
| Larson Financial Group LLC | 1,164 | $88.9K | 0.00% | +1,136+4,057.1% | Added |
| Tower Research Capital LLC (TRC) | 873 | $66.7K | 0.00% | +463+112.9% | Added |
| Acadian Asset Management LLC | 831 | $63.0K | 0.00% | +277+50.0% | Added |
| Smartleaf Asset Management LLC | 821 | $62.5K | 0.01% | +165+25.2% | Added |
| CWM, LLC | 808 | $62.0K | 0.00% | +355+78.4% | Added |
| GAMMA Investing LLC | 742 | $56.7K | 0.00% | +357+92.7% | Added |
| IFP Advisors, Inc | 742 | $56.7K | 0.00% | +741+74,100.0% | Added |
| Sterling Capital Management LLC | 697 | $53.2K | 0.00% | −5,648−89.0% | Reduced |
| Coldstream Capital Management Inc | 672 | $51.3K | 0.00% | +672 | New |
| Simplex Trading, LLC | 622 | $47.0K | 0.00% | +622 | New |
| Jones Financial Companies LLLP | 596 | $45.4K | 0.00% | +409+218.7% | Added |
| Nomura Asset Management Co Ltd | 590 | $45.1K | 0.00% | +590 | New |
| Public Employees Retirement System of Ohio | 524 | $40.0K | 0.00% | −6,700−92.7% | Reduced |
| Ridgewood Investments LLC | 450 | $34.4K | 0.02% | +150+50.0% | Added |
| EverSource Wealth Advisors, LLC | 447 | $34.1K | 0.00% | +182+68.7% | Added |
| Federation des caisses Desjardins du Quebec | 300 | $22.9K | 0.00% | +100+50.0% | Added |
| Fifth Third Bancorp | 244 | $18.6K | 0.00% | +123+101.7% | Added |
| Versant Capital Management, Inc | 194 | $14.8K | 0.00% | +166+592.9% | Added |
| Farther Finance Advisors, LLC | 192 | $14.7K | 0.00% | +189+6,300.0% | Added |
| Smithfield Trust Co | 191 | $14.0K | 0.00% | +64+50.4% | Added |
| National Bank of Canada | 181 | $13.8K | 0.00% | +72+66.1% | Added |
| Harbour Investments, Inc. | 163 | $12.4K | 0.00% | +54+49.5% | Added |
| Red Tortoise LLC | 163 | $12.4K | 0.01% | +54+49.5% | Added |
| Hollencrest Capital Management | 153 | $11.7K | 0.00% | +51+50.0% | Added |
| Spire Wealth Management | 148 | $11.3K | 0.00% | −77−34.2% | Reduced |
| Umb Bank N A | 148 | $11.3K | 0.00% | +83+127.7% | Added |
| Optiver Holding B.V. | 144 | $11.0K | 0.00% | +144 | New |
| Private Wealth Management Group, LLC | 132 | $10.1K | 0.00% | +44+50.0% | Added |
| Key Financial Inc | 132 | $10.1K | 0.00% | +44+50.0% | Added |
| Rise Advisors, LLC | 127 | $9.70K | 0.00% | +127 | New |
| First Horizon Advisors, Inc. | 121 | $9.24K | 0.00% | +13+12.0% | Added |
| Signaturefd, LLC | 116 | $8.86K | 0.00% | +47+68.1% | Added |
| Geneos Wealth Management Inc. | 103 | $7.87K | 0.00% | +34+49.3% | Added |
| Greykasell Wealth Strategies, Inc. | 100 | $7.64K | 0.00% | +100 | New |
| Lindbrook Capital, LLC | 95 | $7.26K | 0.00% | +33+53.2% | Added |
| Wealth Preservation Advisors, LLC | 91 | $6.95K | 0.00% | +91 | New |
| Hemington Wealth Management | 67 | $5.00K | 0.00% | +49+272.2% | Added |
| Bell Investment Advisors, Inc | 59 | $4.51K | 0.00% | +19+47.5% | Added |
| Rothschild Investment LLC | 59 | $4.51K | 0.00% | +24+68.6% | Added |
| Vermillion & White Wealth Management Group, LLC | 57 | $4.35K | 0.00% | +57 | New |
| Colonial Trust Co | 55 | $4.21K | 0.00% | +18+48.6% | Added |
| C M Bidwell & Associates Ltd | 55 | $4.18K | 0.00% | +19+52.8% | Added |
| Huntington National Bank | 53 | $4.01K | 0.00% | +12+29.3% | Added |
| Skopos Labs, Inc. | 46 | $3.51K | 0.00% | +46 | New |
| SBI Securities Co., Ltd. | 39 | $2.98K | 0.00% | +15+62.5% | Added |
| Ronald Blue Trust, Inc. | 36 | $2.75K | 0.00% | +36 | New |
| Nisa Investment Advisors, LLC | 33 | $2.52K | 0.00% | +11+50.0% | Added |
| Massmutual Trust Co FSB | 32 | $2.48K | 0.00% | +11+52.4% | Added |
| Aster Capital Management (DIFC) Ltd | 20 | $2.41K | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 30 | $2.29K | 0.00% | +15+100.0% | Added |
| Farmers & Merchants Investments Inc | 27 | $2.06K | 0.00% | +8+42.1% | Added |
| Picton Mahoney Asset Management | 21 | $2.00K | 0.00% | +7+50.0% | Added |
| High Note Wealth, LLC | 25 | $1.91K | 0.00% | +25 | New |
| Cullen/Frost Bankers, Inc. | 22 | $1.68K | 0.00% | +7+46.7% | Added |
| Stephens Consulting, LLC | 15 | $1.15K | 0.00% | +15 | New |
| Parallel Advisors, LLC | 13 | $993 | 0.00% | +4+44.4% | Added |
| Bruce G. Allen Investments, LLC | 12 | $917 | 0.00% | +4+50.0% | Added |