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 2026
Institutional positions in StoneX Group Inc. as of Mar 31, 2026. 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
- 390
- +34 vs. Q4 2025
- Shares held
- 65.8M
- +27.1M (+70.1%) vs. Q4 2025
- Total value
- $5.31B
- +$1.62B (+44.1%) vs. Q4 2025
- New holders
- 65
- 296 more added
- Sold out
- 31
- 24 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding StoneX Group Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $81 | 0.00% | +1 | New |
| Cedar Mountain Advisors, LLC | 1 | $81 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $81 | 0.00% | +1 | New |
| Vermillion Wealth Management, Inc. | 2 | $161 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $162 | 0.00% | +2 | New |
| TD Private Client Wealth LLC | 3 | $242 | 0.00% | +3 | New |
| Abound Wealth Management | 4 | $323 | 0.00% | +1+33.3% | Added |
| HFM Investment Advisors, LLC | 4 | $323 | 0.00% | +1+33.3% | Added |
| Prestige Wealth Management Group LLC | 4 | $323 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $565 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 7 | $565 | 0.00% | +2+40.0% | Added |
| Bay Harbor Wealth Management, LLC | 8 | $645 | 0.00% | +3+60.0% | Added |
| Trust Co | 9 | $726 | 0.00% | +3+50.0% | Added |
| Trium Capital LLP | 10 | $806 | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 11 | $887 | 0.00% | +11 | New |
| South State Corp. | 13 | $1.05K | 0.00% | +4+44.4% | Added |
| True Wealth Design, LLC | 13 | $1.05K | 0.00% | +4+44.4% | Added |
| SJS Investment Consulting Inc. | 13 | $1.05K | 0.00% | +7+116.7% | Added |
| Gilpin Wealth Management, LLC | 13 | $1.05K | 0.00% | +9+225.0% | Added |
| Cornerstone Planning Group LLC | 11 | $1.19K | 0.00% | +11 | New |
| Rialto Wealth Management, LLC | 18 | $1.45K | 0.00% | +6+50.0% | Added |
| Assetmark, Inc | 18 | $1.45K | 0.00% | +18 | New |
| Ankerstar Wealth, LLC | 21 | $1.69K | 0.00% | +7+50.0% | Added |
| Bruce G. Allen Investments, LLC | 22 | $1.77K | 0.00% | +7+46.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 27 | $2.18K | 0.00% | +9+50.0% | Added |
| Brown Brothers Harriman & Co | 27 | $2.18K | 0.00% | +9+50.0% | Added |
| Picton Mahoney Asset Management | 31 | $2.50K | 0.00% | +10+47.6% | Added |
| Godfrey Financial Associates, Inc. | 31 | $2.50K | 0.00% | +10+47.6% | Added |
| Zions Bancorporation, National Association | 34 | $2.74K | 0.00% | +34 | New |
| Kilter Group LLC | 34 | $2.74K | 0.00% | +10+41.7% | Added |
| Fortitude Family Office, LLC | 35 | $2.82K | 0.00% | +25+250.0% | Added |
| UMA Financial Services, Inc. | 43 | $3.47K | 0.00% | +14+48.3% | Added |
| Ronald Blue Trust, Inc. | 48 | $3.87K | 0.00% | +16+50.0% | Added |
| MAI Capital Management | 52 | $4.19K | 0.00% | +26+100.0% | Added |
| Golden State Wealth Management, LLC | 54 | $4.36K | 0.00% | +18+50.0% | Added |
| Farmers & Merchants Investments Inc | 54 | $4.36K | 0.00% | +27+100.0% | Added |
| Optiver Holding B.V. | 55 | $4.44K | 0.00% | −67−54.9% | Reduced |
| Colonial Trust Co | 58 | $4.51K | 0.00% | +19+48.7% | Added |
| Massmutual Trust Co FSB | 59 | $4.76K | 0.00% | +19+47.5% | Added |
| Parallel Advisors, LLC | 63 | $5.08K | 0.00% | +34+117.2% | Added |
| JFS Wealth Advisors, LLC | 65 | $5.24K | 0.00% | +21+47.7% | Added |
| True Link Financial Advisors, LLC | 70 | $5.65K | 0.00% | +70 | New |
| CVA Family Office, LLC | 84 | $6.78K | 0.00% | +84 | New |
| Bell Investment Advisors, Inc | 87 | $7.02K | 0.00% | +28+47.5% | Added |
| C M Bidwell & Associates Ltd | 93 | $7.50K | 0.00% | +31+50.0% | Added |
| Rothschild Investment LLC | 96 | $7.74K | 0.00% | +33+52.4% | Added |
| Accent Capital Management, LLC | 147 | $11.9K | 0.01% | +49+50.0% | Added |
| Bare Financial Services, Inc | 148 | $11.9K | 0.00% | +111+300.0% | Added |
| Atwood & Palmer Inc | 150 | $12.1K | 0.00% | +50+50.0% | Added |
| Greykasell Wealth Strategies, Inc. | 150 | $12.1K | 0.00% | +50+50.0% | Added |
| Geneos Wealth Management Inc. | 154 | $12.4K | 0.00% | +51+49.5% | Added |
| Private Trust Co NA | 168 | $13.5K | 0.00% | −64−27.6% | Reduced |
| First Command Advisory Services, Inc. | 172 | $13.9K | 0.00% | +57+49.6% | Added |
| Private Wealth Management Group, LLC | 197 | $15.9K | 0.00% | +65+49.2% | Added |
| Signaturefd, LLC | 202 | $16.3K | 0.00% | +78+62.9% | Added |
| Hollencrest Capital Management | 229 | $18.5K | 0.00% | +76+49.7% | Added |
| Red Tortoise LLC | 244 | $19.7K | 0.01% | +81+49.7% | Added |
| Sound Income Strategies, LLC | 252 | $20.4K | 0.00% | +84+50.0% | Added |
| Huntington National Bank | 256 | $20.6K | 0.00% | +256 | New |
| Federated Hermes, Inc. | 265 | $21.4K | 0.00% | −87−24.7% | Reduced |
| Smartleaf Asset Management LLC | 282 | $22.0K | 0.00% | −478−62.9% | Reduced |
| Smithfield Trust Co | 284 | $22.0K | 0.00% | +95+50.3% | Added |
| Wealth Preservation Advisors, LLC | 278 | $22.4K | 0.02% | +187+205.5% | Added |
| Root Financial Partners, LLC | 299 | $24.1K | 0.00% | +139+86.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 322 | $26.0K | 0.01% | +322 | New |
| Versant Capital Management, Inc | 345 | $27.8K | 0.00% | +147+74.2% | Added |
| Kemnay Advisory Services Inc. | 348 | $28.1K | 0.00% | +233+202.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 357 | $28.8K | 0.00% | +119+50.0% | Added |
| Umb Bank N A | 421 | $34.0K | 0.00% | +141+50.4% | Added |
| Cassaday & Co Wealth Management LLC | 422 | $34.0K | 0.00% | +422 | New |
| Federation des caisses Desjardins du Quebec | 450 | $36.3K | 0.00% | +150+50.0% | Added |
| Bryn Mawr Trust Co | 469 | $37.8K | 0.00% | +256+120.2% | Added |
| Cullen/Frost Bankers, Inc. | 475 | $38.3K | 0.00% | +169+55.2% | Added |
| Sterling Capital Management LLC | 476 | $38.4K | 0.00% | +156+48.8% | Added |
| Basecamp Wealth Advisors LLC | 512 | $41.3K | 0.01% | +170+49.7% | Added |
| International Assets Investment Management, LLC | 787 | $63.6K | 0.00% | +262+49.9% | Added |
| Larson Financial Group LLC | 816 | $65.8K | 0.00% | +113+16.1% | Added |
| Nisa Investment Advisors, LLC | 861 | $69.4K | 0.00% | +349+68.2% | Added |
| Signature Equity Partners, LLC | 907 | $73.2K | 0.04% | +260+40.2% | Added |
| Salomon & Ludwin, LLC | 897 | $75.7K | 0.01% | +514+134.2% | Added |
| Northwestern Mutual Wealth Management Co | 961 | $77.5K | 0.00% | +961 | New |
| Bayforest Capital Ltd | 970 | $78.2K | 0.09% | +970 | New |
| EverSource Wealth Advisors, LLC | 1,102 | $88.9K | 0.00% | +568+106.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,137 | $91.7K | 0.00% | +532+87.9% | Added |
| Nomura Asset Management Co Ltd | 1,230 | $99.2K | 0.00% | +640+108.5% | Added |
| Hantz Financial Services, Inc. | 1,262 | $102.0K | 0.00% | +1,167+1,228.4% | Added |
| CWM, LLC | 1,310 | $105.7K | 0.00% | +459+53.9% | Added |
| Covestor Ltd | 1,392 | $112.0K | 0.08% | −271−16.3% | Reduced |
| Key Financial Inc | 1,402 | $113.1K | 0.02% | +467+49.9% | Added |
| US Bancorp | 1,657 | $133.6K | 0.00% | +125+8.2% | Added |
| Transamerica Financial Advisors, Inc. | 1,685 | $135.9K | 0.01% | +1,252+289.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,719 | $138.6K | 0.01% | +611+55.1% | Added |
| GAMMA Investing LLC | 1,893 | $152.7K | 0.01% | +774+69.2% | Added |
| Allworth Financial LP | 1,951 | $157.3K | 0.00% | +686+54.2% | Added |
| Parkside Financial Bank & Trust | 2,206 | $177.9K | 0.01% | +774+54.1% | Added |
| KBC Group NV | 2,316 | $187.0K | 0.00% | +1,067+85.4% | Added |
| Guggenheim Capital LLC | 2,481 | $200.1K | 0.00% | −10,154−80.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 2,510 | $202.4K | 0.03% | +295+13.3% | Added |