SNEX Institutional Ownership
StoneX Group Inc.
1W: -1.7%
1M: -14.8%
3M: -22.1%
YTD: +29.7%
1Y: +26.3%
3Y: +223.9%
5Y: +311.2%
$56.13
+0.38 (+0.68%)
Weekly Expected Move ±4.8%
$51
$54
$57
$59
$62
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $183.3M held by 161 funds, 221 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — SNEX
505
Institutional Holders
+84 vs prior quarter
0.0%
Ownership
+0.00pp
$7B
Total Invested
116
New Positions
158
Increased
181
Reduced
30
Closed
0.83
Put/Call Ratio
Ownership Trends
Top Institutional Holders (526 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11,340,734 | $637M | +328,283 | +3.0% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4,003,159 | $225M | +262,173 | +7.0% | 2Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 3,203,895 | $180M | +178,999 | +5.9% | 2Q | SEC ↗ |
| 4 | PRICE T ROWE ASSOCIATES INC /MD | 3,118,162 | $175M | -353,836 | -10.2% | 16Q | SEC ↗ |
| 5 | AMERICAN CENTURY COMPANIES INC | 2,962,664 | $166M | -435,811 | -12.8% | 15Q | SEC ↗ |
| 6 | STATE STREET CORP | 2,901,690 | $163M | +119,489 | +4.3% | 23Q | SEC ↗ |
| 7 | T. Rowe Price Investment Management, I | 2,340,262 | $131M | -170,930 | -6.8% | 9Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2,081,459 | $117M | +88,289 | +4.4% | 24Q | SEC ↗ |
| 9 | DIMENSIONAL FUND ADVISORS LP | 1,652,900 | $93M | -454,895 | -21.6% | 24Q | SEC ↗ |
| 10 | AltraVue Capital, LLC | 1,377,144 | $77M | -251,853 | -15.5% | 22Q | SEC ↗ |
| 11 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1,295,654 | $73M | +951,087 | +276.0% | 15Q | SEC ↗ |
| 12 | NORGES BANK NEW | 1,234,843 | $69M | — | +0.0% | 1Q | SEC ↗ |
| 13 | WASATCH ADVISORS LP NEW | 1,179,158 | $66M | — | +0.0% | 1Q | SEC ↗ |
| 14 | MORGAN STANLEY | 975,732 | $55M | +27,229 | +2.9% | 24Q | SEC ↗ |
| 15 | AMERIPRISE FINANCIAL INC | 914,634 | $51M | -573,326 | -38.5% | 16Q | SEC ↗ |
| 16 | JPMORGAN CHASE & CO | 905,001 | $51M | -17,036 | -1.8% | 24Q | SEC ↗ |
| 17 | NORTHERN TRUST CORP | 878,340 | $49M | +11,326 | +1.3% | 24Q | SEC ↗ |
| 18 | Driehaus Capital Management LLC | 875,452 | $49M | +13,922 | +1.6% | 5Q | SEC ↗ |
| 19 | Sixth Street Partners Management Compa NEW | 829,108 | $47M | — | +0.0% | 1Q | SEC ↗ |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 829,108 | $47M | +27,347 | +3.4% | 15Q | SEC ↗ |
| 21 | Invesco Ltd. | 788,826 | $44M | +36,929 | +4.9% | 24Q | SEC ↗ |
| 22 | Van Berkom & Associates Inc. | 745,686 | $42M | -638,572 | -46.1% | 24Q | SEC ↗ |
| 23 | Boston Partners | 725,173 | $41M | -114,559 | -13.6% | 17Q | SEC ↗ |
| 24 | PUNCH & ASSOCIATES INVESTMENT MANAGEME | 694,090 | $39M | -249,489 | -26.4% | 24Q | SEC ↗ |
| 25 | FMR LLC | 676,015 | $38M | +294,294 | +77.1% | 24Q | SEC ↗ |
| 26 | HENNESSY ADVISORS INC | 564,600 | $32M | -141,450 | -20.0% | 5Q | SEC ↗ |
| 27 | VANGUARD FIDUCIARY TRUST CO | 507,822 | $29M | +19,768 | +4.1% | 2Q | SEC ↗ |
| 28 | Nuveen, LLC | 492,320 | $28M | +70,508 | +16.7% | 6Q | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 478,887 | $27M | -331,105 | -40.9% | 22Q | SEC ↗ |
| 30 | PRINCIPAL FINANCIAL GROUP INC | 451,876 | $25M | +11,337 | +2.6% | 24Q | SEC ↗ |
| 31 | Allspring Global Investments Holdings, | 449,798 | $25M | +34,725 | +8.4% | 19Q | SEC ↗ |
| 32 | BANK OF AMERICA CORP /DE | 433,506 | $24M | -30,969 | -6.7% | 15Q | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 432,524 | $24M | +22,323 | +5.4% | 24Q | SEC ↗ |
| 34 | GOLDMAN SACHS GROUP INC | 425,570 | $24M | -43,016 | -9.2% | 15Q | SEC ↗ |
| 35 | LORD, ABBETT & CO. LLC | 425,415 | $24M | -6,154 | -1.4% | 2Q | SEC ↗ |
| 36 | Candriam S.C.A. | 389,399 | $22M | +269,210 | +224.0% | 3Q | SEC ↗ |
| 37 | BESSEMER GROUP INC | 320,675 | $18M | +124,834 | +63.7% | 11Q | SEC ↗ |
| 38 | WOODMONT INVESTMENT COUNSEL LLC | 317,920 | $18M | -24,542 | -7.2% | 24Q | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 315,974 | $18M | +193,171 | +157.3% | 24Q | SEC ↗ |
| 40 | FRANKLIN RESOURCES INC | 310,357 | $17M | +227,153 | +273.0% | 10Q | SEC ↗ |
| 41 | RAYMOND JAMES FINANCIAL INC | 304,682 | $17M | +120,226 | +65.2% | 7Q | SEC ↗ |
| 42 | SEGALL BRYANT & HAMILL, LLC | 304,383 | $17M | +5,295 | +1.8% | 3Q | SEC ↗ |
| 43 | VOYA INVESTMENT MANAGEMENT LLC | 293,020 | $16M | +260,357 | +797.1% | 24Q | SEC ↗ |
| 44 | Empowered Funds, LLC | 289,293 | $16M | +258,758 | +847.4% | 4Q | SEC ↗ |
| 45 | RENAISSANCE TECHNOLOGIES LLC | 284,166 | $16M | +276,100 | +3423.0% | 2Q | SEC ↗ |
| 46 | Public Sector Pension Investment Board | 282,997 | $16M | -33,327 | -10.5% | 24Q | SEC ↗ |
| 47 | UBS Group AG | 281,434 | $16M | -92,750 | -24.8% | 24Q | SEC ↗ |
| 48 | Mariner, LLC | 278,016 | $16M | +21,350 | +8.3% | 18Q | SEC ↗ |
| 49 | Tidal Investments LLC | 277,160 | $16M | -113,472 | -29.0% | 7Q | SEC ↗ |
| 50 | ASHFORD CAPITAL MANAGEMENT INC | 276,036 | $15M | -190,594 | -40.8% | 14Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 1,234,843 | $69M |
| WASATCH ADVISORS LP | 1,179,158 | $66M |
| Sixth Street Partners Management Co | 829,108 | $47M |
| Jupiter Topco LLC | 145,448 | $8M |
| Apollon Wealth Management, LLC | 106,259 | $6M |
| Swedbank AB | 97,000 | $5M |
| ExodusPoint Capital Management, LP | 66,881 | $4M |
| Generali Investments CEE, investicn | 59,725 | $3M |
| Walleye Capital LLC | 57,186 | $3M |
| DENALI ADVISORS LLC | 47,453 | $3M |
| Curated Wealth Partners LLC | 36,832 | $2M |
| Lisanti Capital Growth, LLC | 34,680 | $2M |
| Coppell Advisory Solutions LLC | 31,541 | $2M |
| ALGERT GLOBAL LLC | 27,830 | $2M |
| B. Metzler seel. Sohn & Co. AG | 25,984 | $1M |
| AXXCESS WEALTH MANAGEMENT, LLC | 25,147 | $1M |
| TRUST CO OF VERMONT | 21,478 | $1M |
| Global Retirement Partners, LLC | 20,761 | $1M |
| XTX Topco Ltd | 18,766 | $1M |
| Bridge City Capital, LLC | 17,848 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Private Capital Management, LLC | 232,516 | $13M |
| Caisse de depot et placement du Que | 110,260 | $6M |
| Tweedy, Browne Co LLC | 54,035 | $3M |
| LEUTHOLD GROUP, LLC | 47,107 | $3M |
| LRT Capital Management, LLC | 30,763 | $2M |
| CANADA PENSION PLAN INVESTMENT BOAR | 27,150 | $2M |
| HUSSMAN STRATEGIC ADVISORS, INC. | 22,050 | $1M |
| FLORIDA FINANCIAL ADVISORS, LLC | 18,248 | $1M |
| Integrated Quantitative Investments | 17,016 | $955K |
| Verition Fund Management LLC | 11,200 | $629K |
| Laurion Capital Management LP | 7,947 | $446K |
| ARMISTICE CAPITAL, LLC | 7,189 | $404K |
| JENNISON ASSOCIATES LLC | 6,972 | $391K |
| EQUITABLE TRUST CO | 6,435 | $361K |
| Neo Ivy Capital Management | 6,189 | $347K |
| Quantbot Technologies LP | 6,150 | $345K |
| Belpointe Asset Management LLC | 5,148 | $289K |
| Massar Capital Management, LP | 4,656 | $261K |
| Blackstone Inc. | 3,778 | $212K |
| Quadrature Capital Ltd | 3,669 | $206K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JACOBS LEVY EQUITY MANAGEMENT, INC | +951,087 | +276.0% | 1,295,654 |
| BlackRock, Inc. | +328,283 | +3.0% | 11,340,734 |
| FMR LLC | +294,294 | +77.1% | 676,015 |
| RENAISSANCE TECHNOLOGIES LLC | +276,100 | +3423.0% | 284,166 |
| Candriam S.C.A. | +269,210 | +224.0% | 389,399 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +262,173 | +7.0% | 4,003,159 |
| VOYA INVESTMENT MANAGEMENT LLC | +260,357 | +797.1% | 293,020 |
| Empowered Funds, LLC | +258,758 | +847.4% | 289,293 |
| FRANKLIN RESOURCES INC | +227,153 | +273.0% | 310,357 |
| Russell Investments Group, Ltd. | +193,171 | +157.3% | 315,974 |
| VANGUARD CAPITAL MANAGEMENT LLC | +178,999 | +5.9% | 3,203,895 |
| BESSEMER GROUP INC | +124,834 | +63.7% | 320,675 |
| NEUBERGER BERMAN GROUP LLC | +124,577 | +2812.8% | 129,006 |
| RAYMOND JAMES FINANCIAL INC | +120,226 | +65.2% | 304,682 |
| STATE STREET CORP | +119,489 | +4.3% | 2,901,690 |
| GEODE CAPITAL MANAGEMENT, LLC | +88,289 | +4.4% | 2,081,459 |
| JANUS HENDERSON GROUP PLC | +86,290 | +177.7% | 134,861 |
| WELLS FARGO & COMPANY/MN | +84,057 | +56.6% | 232,643 |
| BURNEY CO | +79,733 | +449.9% | 97,454 |
| Nuveen, LLC | +70,508 | +16.7% | 492,320 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Van Berkom & Associates Inc. | -638,572 | -46.1% | 745,686 |
| AMERIPRISE FINANCIAL INC | -573,326 | -38.5% | 914,634 |
| Nine Ten Capital Management LLC | -495,300 | -85.4% | 84,679 |
| DIMENSIONAL FUND ADVISORS LP | -454,895 | -21.6% | 1,652,900 |
| AMERICAN CENTURY COMPANIES INC | -435,811 | -12.8% | 2,962,664 |
| PRICE T ROWE ASSOCIATES INC /MD | -353,836 | -10.2% | 3,118,162 |
| Rockefeller Capital Management L.P. | -331,105 | -40.9% | 478,887 |
| Champlain Investment Partners, LLC | -292,293 | -55.2% | 236,759 |
| AltraVue Capital, LLC | -251,853 | -15.5% | 1,377,144 |
| PUNCH & ASSOCIATES INVESTMENT MANAG | -249,489 | -26.4% | 694,090 |
| ASHFORD CAPITAL MANAGEMENT INC | -190,594 | -40.8% | 276,036 |
| Motley Fool Wealth Management, LLC | -173,198 | -98.3% | 3,068 |
| T. Rowe Price Investment Management | -170,930 | -6.8% | 2,340,262 |
| HENNESSY ADVISORS INC | -141,450 | -20.0% | 564,600 |
| Boston Partners | -114,559 | -13.6% | 725,173 |
| Tidal Investments LLC | -113,472 | -29.0% | 277,160 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIA | -113,100 | -36.4% | 197,744 |
| Perpetual Ltd | -110,788 | -33.6% | 219,124 |
| Man Group plc | -109,836 | -78.8% | 29,495 |
| UBS Group AG | -92,750 | -24.8% | 281,434 |