Stonex GroupSNEX

13F holders, Q1 2024 (March 31)
238holders
6famous investors
$70.30avg. 13F price*

At the end of Q1 2024, 238 institutions reported holding Stonex Group Inc. (SNEX) in their 13F filings. The largest holders were BlackRock Inc. ($300.2M), Vanguard Group Inc. ($134.2M) and Dimensional Fund Advisors LP ($99.5M). 6 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Stonex Group Inc.
CUSIP
861896108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 238Q1 2024Q2 2024: 248Q2 2024Q3 2024: 258Q3 2024Q4 2024: 285Q4 2024Q1 2025: 313Q1 2025Q2 2025: 349Q2 2025Q3 2025: 369Q3 2025Q4 2025: 362Q4 2025Q1 2026: 389Q1 2026Q2 2026: 471Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions33$22.5M
Exits28$13.0M

Ownership 238 holders

BlackRock Inc. 0.01% Reduce -2.1% 4,272,122 $300.2M
Vanguard Group Inc. 0.00% Add +1.8% 1,909,965 $134.2M
Dimensional Fund Advisors LP 0.03% Add +0.7% 1,416,804 $99.5M
Van Berkom & Associates Inc. 2.79% Add +3.1% 1,393,824 $97.9M
State Street Corp. 0.00% Add +4.6% 1,135,918 $79.8M
AltraVue Capital, LLC 7.08% Reduce -0.3% 930,084 $65.3M
Punch & Associates Investment Management, Inc. 3.35% Add +0.2% 831,215 $58.4M
Nine Ten Capital Management LLC 15.93% Reduce -21.9% 744,600 $52.3M
Geode Capital Management, LLC 0.00% Add +4.7% 614,340 $43.2M
Ameriprise Financial Inc. 0.01% Add +49.9% 578,688 $40.7M
Private Capital Management, LLC 4.35% Reduce -1.4% 547,969 $38.5M
Rockefeller Capital Management L.P. 0.10% Add +2.3% 496,718 $34.9M
Morgan Stanley 0.00% Add +21.0% 476,501 $33.5M
T. Rowe Price Associates Inc. 0.00% Add +0.3% 450,770 $31.7M
American Century Companies Inc. 0.02% Add +25.9% 448,604 $31.5M
Ashford Capital Management Inc. 3.07% Reduce -2.1% 322,720 $22.7M
Northern Trust Corp. 0.00% Reduce -13.1% 304,939 $21.4M
Boston Partners 0.02% Reduce -0.8% 284,261 $20.0M
Invesco Ltd. 0.00% Reduce -8.1% 280,506 $19.7M
Charles Schwab Investment Management Inc. 0.00% Add +13.1% 277,500 $19.5M
Wellington Management Group LLP 0.00% Add +7.6% 271,340 $19.1M
Assenagon Asset Management S.A. 0.05% Add +22.7% 270,813 $19.0M
Bank of New York Mellon Corp 0.00% Reduce -3.2% 218,313 $15.3M
Goldman Sachs Group Inc. 0.00% Add +58.9% 209,972 $14.8M
JPMorgan Chase & Co. 0.00% Reduce -0.1% 200,205 $14.1M
Nuveen Asset Management, LLC 0.00% Reduce -15.1% 173,287 $12.2M
FMR LLC 0.00% Reduce -12.9% 172,062 $12.1M
AQR Capital Management 0.02% Add +6.4% 171,380 $12.0M
Shell Asset Management Co. 0.54% Reduce -10.6% 156,974 $11.8M
Motley Fool Wealth Management, LLC 0.60% Reduce -0.8% 166,138 $11.7M
Prudential Financial Inc. 0.02% Add +41.1% 158,813 $11.2M
Principal Financial Group Inc. 0.01% Reduce -39.5% 140,932 $9.9M
Jacobs Levy Equity Management, Inc. 0.04% Reduce -0.9% 136,117 $9.6M
Motley Fool Asset Management LLC 0.60% Reduce -2.1% 131,348 $9.2M
Woodmont Investment Counsel LLC 0.77% Add +3.4% 129,474 $9.1M
Royce & Associates LP 0.07% No change 113,618 $8.0M
Bares Capital Management, Inc. 0.31% Reduce -31.8% 112,500 $7.9M
Renaissance Technologies 0.01% Add +29.4% 101,644 $7.1M
New York State Common Retirement Fund 0.01% Reduce -5.0% 96,071 $6.7M
Two Sigma Advisers, LP 0.02% Reduce -2.3% 93,000 $6.5M
Envestnet Asset Management Inc. 0.00% Add +12.9% 92,871 $6.5M
Rhumbline Advisers 0.01% Add +0.4% 92,003 $6.5M
Cove Street Capital, LLC 2.00% Reduce -8.1% 89,945 $6.3M
12th Street Asset Management Company, LLC 1.07% Add +3.1% 87,944 $6.2M
Legato Capital Management LLC 0.73% Reduce -0.1% 85,809 $6.0M
Brandywine Global Investment Management, LLC 0.04% Reduce -0.7% 85,266 $6.0M
Mariner, LLC 0.01% Add +0.1% 81,713 $5.7M
Man Group plc 0.02% New 78,479 $5.5M
Legal & General Group Plc 0.00% Add +0.9% 77,700 $5.5M
Allspring Global Investments Holdings, LLC 0.01% Add +161.5% 77,420 $5.4M
Millennium Management 0.00% Reduce -48.5% 70,213 $4.9M
Janus Henderson Group PLC 0.00% Add +341.9% 63,791 $4.5M
Two Sigma Investments, LP 0.01% Reduce -26.8% 59,929 $4.2M
Public Sector Pension Investment Board 0.03% No change 55,672 $3.9M
Swiss National Bank 0.00% No change 55,350 $3.9M
Bank of America Corp. 0.00% Reduce -8.9% 54,274 $3.8M
Voloridge Investment Management, LLC 0.01% Reduce -7.4% 54,036 $3.8M
Qube Research & Technologies Ltd 0.01% Add +396.6% 50,465 $3.5M
Phocas Financial Corp. 0.38% Reduce -2.5% 47,800 $3.4M
Credit Suisse AG/ 0.00% Add +4.4% 42,641 $3.0M
Panagora Asset Management Inc. 0.01% Reduce -42.9% 40,617 $2.9M
AXA S.A. 0.01% New 39,716 $2.8M
State of New Jersey Common Pension Fund D 0.01% No change 39,427 $2.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 38,741 $2.7M
WINTON GROUP Ltd 0.19% Add +19.0% 37,421 $2.6M
Eagle Asset Management Inc. 0.01% Reduce -0.6% 36,159 $2.5M
Harbor Capital Advisors, Inc. 0.31% New 33,562 $2.4M
New York State Teachers Retirement System 0.00% Add +7.1% 32,786 $2.3M
Manatuck Hill Partners, LLC 0.98% Reduce -23.9% 31,850 $2.2M
First Trust Advisors LP 0.00% Add +0.8% 30,484 $2.1M
Alliancebernstein L.P. 0.00% Reduce -3.6% 29,577 $2.1M
Hennessy Advisors Inc. 0.09% Reduce -36.1% 29,250 $2.1M
California State Teachers Retirement System 0.00% Reduce -5.0% 27,977 $2.0M
Citigroup Inc. 0.00% Add +15.8% 27,289 $1.9M
Russell Investments Group, Ltd. 0.00% Add +21.4% 27,183 $1.9M
TD Asset Management Inc 0.00% Add +8.7% 26,250 $1.8M
Barclays PLC 0.00% Reduce -45.5% 25,907 $1.8M
Franklin Resources Inc. 0.00% New 25,448 $1.8M
Marshall Wace, LLP 0.00% Add +40.6% 25,101 $1.8M
Captrust Financial Advisors 0.01% Add +280.8% 24,726 $1.7M
Texas Permanent School Fund Corp. 0.01% Add +2.5% 23,747 $1.7M
Thrivent Financial for Lutherans 0.00% Reduce -1.5% 23,538 $1.7M
CANADA LIFE ASSURANCE Co 0.00% Add +9.3% 23,524 $1.6M
LPL Financial LLC 0.00% Add +1.4% 22,913 $1.6M
UBS Group AG 0.00% Add +10.9% 22,671 $1.6M
D. E. Shaw & Co. 0.00% Reduce -61.5% 22,622 $1.6M
Martingale Asset Management L P 0.03% Add +0.4% 22,575 $1.6M
Millington Financial Advisors, LLC 1.08% Add +6.0% 21,529 $1.5M
Lanark Financial, Inc. 0.14% Add +11.2% 21,508 $1.5M
PDT Partners, LLC 0.14% Add +50.2% 21,200 $1.5M
Walleye Capital LLC 0.02% Add +24.1% 20,391 $1.4M
HUB Investment Partners, LLC 0.07% No change 18,750 $1.3M
Janney Montgomery Scott LLC 0.00% Add +3.2% 18,751 $1.3M
Cubist Systematic Strategies, LLC 0.01% New 18,305 $1.3M
Jump Financial, LLC 0.03% Reduce -32.1% 17,752 $1.2M
Deutsche Bank AG 0.00% Add +0.6% 17,642 $1.2M
State of Alaska, Department of Revenue 0.01% Add +0.1% 16,528 $1.2M
Chatham Capital Group, Inc. 0.21% Add +12.5% 16,120 $1.1M
Illinois Municipal Retirement Fund 0.02% Add +2.5% 15,565 $1.1M
O'Brien Greene & Co. Inc 0.35% No change 15,300 $1.1M
Manufacturers Life Insurance Company, The 0.00% Add +9.8% 15,122 $1.1M
Susquehanna Fundamental Investments, LLC 0.05% New 14,974 $1.1M
American International Group, Inc. 0.00% Add +0.3% 14,625 $1.0M
Ancora Advisors LLC 0.02% No change 14,520 $1.0M
Oxford Financial Group, LTD. LLC 0.07% Add +0.1% 14,186 $997K
Equitable Trust Co. 0.07% No change 13,985 $983K
Canada Pension Plan Investment Board 0.00% New 13,711 $963K
MetLife Investment Management, LLC 0.01% No change 13,690 $962K
Teacher Retirement System of Texas 0.01% Reduce -0.4% 13,570 $953K
Louisiana State Employees Retirement System 0.02% Reduce -0.7% 13,400 $941K
SummerHaven Investment Management, LLC 0.55% Add +1.1% 12,500 $878K
Engineers Gate Manager LP 0.02% New 12,374 $869K
Yousif Capital Management, LLC 0.01% Reduce -8.2% 12,213 $858K
MRP Capital Investments, LLC 0.85% Reduce -41.7% 12,078 $849K
Raymond James Financial Services Advisors, Inc. 0.00% No change 12,010 $844K
Wells Fargo & Company 0.00% Add +29.2% 11,737 $825K
Victory Capital Management Inc. 0.00% Add +15.7% 11,307 $794K
Comerica Bank 0.00% Reduce -8.7% 11,269 $792K
Natixis Advisors, LLC 0.00% Reduce -1.6% 11,089 $779K
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 10,757 $756K
Harbour Capital Advisors, LLC 0.18% Reduce -1.2% 10,898 $744K
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +10.4% 10,184 $705K
Trust Co. of Vermont 0.04% Reduce -3.4% 9,890 $695K
Public Employees Retirement System of Ohio 0.00% Reduce -3.7% 9,845 $692K
Gsa Capital Partners LLP 0.05% Reduce -28.6% 9,324 $655K
Quadrature Capital Ltd 0.01% Reduce -79.1% 9,243 $649K
Cynosure Group, LLC 0.11% New 9,023 $634K
Maryland State Retirement & Pension System 0.01% No change 9,750 $629K
Royal Bank of Canada 0.00% Reduce -57.6% 8,905 $626K
Voya Investment Management LLC 0.00% Reduce -17.4% 8,901 $625K
Amalgamated Bank 0.01% Reduce -15.6% 8,688 $610K
State Board of Administration of Florida Retirement System 0.00% Reduce -24.3% 5,796 $600K
Teachers Retirement System of the State of Kentucky 0.01% No change 8,365 $588K
Citadel Advisors 0.00% Reduce -88.3% 8,195 $576K
Navellier & Associates Inc. 0.07% New 8,002 $562K
Cornercap Investment Counsel Inc. 0.09% No change 7,964 $560K
Arizona State Retirement System 0.00% Reduce -1.7% 7,715 $542K
Squarepoint Ops LLC 0.00% New 7,682 $540K
Susquehanna International Group, LLP 0.00% Reduce -56.8% 7,555 $531K
Freedom Investment Management, Inc. 0.04% New 7,408 $521K
PNC Financial Services Group, Inc. 0.00% Reduce -1.3% 7,349 $516K
Oregon Public Employees Retirement Fund 0.01% Reduce -7.6% 7,263 $510K
US Bancorp \de 0.00% Reduce -6.8% 7,221 $507K
State of Tennessee, Department of Treasury 0.00% Reduce -19.6% 7,181 $505K
Cornerstone Investment Partners, LLC 0.02% No change 7,128 $501K
SageView Advisory Group, LLC 0.02% New 6,269 $485K
XTX Topco Ltd 0.06% Reduce -75.6% 6,771 $476K
Diversified Trust Co. 0.01% Reduce -5.4% 6,552 $460K
Simplicity Wealth,LLC 0.01% New 6,396 $449K
Mercer Global Advisors Inc. 0.00% Add +1.4% 6,040 $424K
Zacks Investment Management 0.00% Add +0.5% 6,023 $423K
Truist Financial Corp. 0.00% Add +0.2% 5,894 $414K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +1.2% 5,859 $412K
Campbell & CO Investment Adviser LLC 0.03% Reduce -53.8% 5,571 $391K
ProShare Advisors LLC 0.00% Add +8.6% 5,467 $384K
Inceptionr LLC 0.10% Add +15.8% 5,362 $377K
New York Life Investment Management LLC 0.00% Add +6.1% 5,308 $373K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 5,073 $356K
BTC Capital Management, Inc. 0.03% — 4,866 $341K
Yorktown Management & Research Co Inc 0.32% Reduce -50.0% 4,800 $337K
Arrowstreet Capital, Limited Partnership 0.00% New 4,735 $333K
Mutual of America Capital Management LLC 0.00% Reduce -0.4% 4,675 $328K
Hancock Whitney Corp. 0.01% Reduce -10.4% 4,649 $327K
Patten Group, Inc. 0.08% No change 4,575 $321K
UniSuper Management Pty Ltd 0.00% New 4,558 $320K
Public Employees Retirement Association of Colorado 0.00% Reduce -23.2% 4,486 $315K
Amundi 0.00% Add +37.0% 4,761 $309K
Wealth Enhancement Advisory Services, LLC 0.00% New 4,255 $299K
Thrive Capital Management, LLC 0.16% No change 4,242 $298K
Focus Partners Wealth 0.00% Add +3.6% 4,200 $295K
HSBC Holdings PLC 0.00% New 4,191 $294K
Bank of Montreal 0.00% Reduce -1.9% 4,049 $286K
Oppenheimer Asset Management Inc. 0.00% Reduce -2.9% 3,993 $281K
Aquatic Capital Management LLC 0.01% Add +39.3% 3,900 $274K
Jane Street Group, LLC 0.00% Reduce -6.8% 3,849 $270K
Point72 Asset Management 0.00% New 3,700 $260K
Pictet Asset Management Holding SA 0.00% No change 3,679 $258K
Y-Intercept (Hong Kong) Ltd 0.02% New 3,675 $258K
AXS Investments LLC 0.06% Reduce -10.6% 3,645 $256K
Praxis Investment Management Inc. 0.02% No change 3,615 $254K
Handelsbanken Fonder AB 0.00% No change 3,364 $236K
Algert Global LLC 0.01% Reduce -72.7% 3,351 $235K
Olympiad Research LP 0.15% New 3,311 $233K
State of Wyoming 0.04% Add +57.0% 3,301 $232K
Sheets Smith Wealth Management 0.03% New 3,200 $225K
Prelude Capital Management, LLC 0.02% New 3,178 $223K
SG Americas Securities, LLC 0.00% Add +25.9% 3,124 $219K
CIBC Asset Management Inc 0.00% No change 2,933 $206K
Pathstone Holdings, LLC 0.00% Add +5.4% 2,923 $205K
Ameritas Investment Partners, Inc. 0.01% No change 2,776 $195K
EntryPoint Capital, LLC 0.15% Reduce -6.0% 2,331 $164K
Denali Advisors LLC 0.05% Add +6755.9% 2,331 $164K
Point72 Asia (Singapore) Pte. Ltd. 0.03% New 1,795 $126K
Covestor Ltd 0.08% Reduce -9.9% 1,749 $123K
Daiwa Securities Group Inc. 0.00% New 1,701 $120K
Quantbot Technologies LP 0.01% Reduce -47.0% 1,633 $115K
Metropolitan Life Insurance Co 0.00% Reduce -2.9% 1,464 $103K
C M Bidwell & Associates Ltd. 0.05% Reduce -0.8% 1,058 $74K
Allworth Financial LP 0.00% No change 815 $57K
Parkside Financial Bank & Trust 0.01% Add +20.0% 721 $51K
Quadrant Capital Group LLC 0.00% Reduce -30.9% 658 $46K
KBC Group NV 0.00% Reduce -29.5% 630 $44K
FinTrust Capital Advisors, LLC 0.01% Add +17.6% 529 $37K
Gladius Capital Management LP 0.04% Add +7.2% 522 $37K
Osaic Holdings, Inc. 0.00% Reduce -42.5% 445 $31K
Naples Money Management LLC 0.03% No change 405 $28K
EverSource Wealth Advisors, LLC 0.00% Add +395.2% 312 $23K
Cwm, LLC 0.00% Add +4.6% 229 $16K
GAMMA Investing LLC 0.00% Add +46.8% 116 $8K
Red Tortoise LLC 0.00% No change 109 $8K
Harbour Investments, Inc. 0.00% No change 109 $8K
Hollencrest Capital Management 0.00% No change 102 $7K
Private Wealth Management Group, LLC 0.00% No change 88 $6K
Key Financial Inc 0.00% No change 88 $6K
Fifth Third Bancorp 0.00% Add +5.2% 81 $6K
Norwood Financial Corp 0.01% No change 75 $5K
Geneos Wealth Management Inc. 0.00% No change 69 $5K
Signaturefd, LLC 0.00% No change 69 $5K
Lindbrook Capital, LLC 0.00% No change 60 $4K
First PREMIER Bank 0.00% New 53 $4K
Bessemer Group Inc. 0.00% No change 39 $3K
Quarry LP 0.00% New 39 $3K
Bell Investment Advisors, Inc 0.00% No change 34 $2K
Versant Capital Management, Inc 0.00% No change 28 $2K
Harbor Investment Advisory, LLC 0.00% New 26 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -4.2% 23 $2K
Global Retirement Partners, LLC 0.00% No change 23 $2K
Nisa Investment Advisors, LLC 0.00% No change 22 $2K
Farmers & Merchants Investments Inc. 0.00% No change 19 $1K
Assetmark, Inc. 0.00% Reduce -93.9% 18 $1K
UMB Bank, n.a. 0.00% New 14 $984
JFS Wealth Advisors, LLC 0.00% No change 10 $703
Abound Wealth Management 0.00% No change 6 $422
AlphaQuest LLC 0.00% New 6 $422
Rothschild Investment LLC 0.00% New 5 $351
Avior Wealth Management, LLC 0.00% New 5 $351
SJS Investment Consulting Inc. 0.00% No change 4 $282
TFC Financial Management, Inc. 0.00% New 1 $71

"% of holder's portfolio" is SNEX's weight in each manager's 13F, not the share of Stonex Group Inc. the manager owns.