Stonex GroupSNEX

13F holders, Q4 2024 (December 31)
285holders +27
51new positions
29sold out
6famous investors
$98.01avg. 13F price*

At the end of Q4 2024, 285 institutions reported holding Stonex Group Inc. (SNEX) in their 13F filings, up 27 from Q3 2024. 51 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($435.8M), Vanguard Group Inc. ($186.6M) and Dimensional Fund Advisors LP ($132.9M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions51$76.5M
Exits29$39.7M

All 13F filers, Q3 2024 → Q4 2024: 1,917,990 shares bought and 1,579,336 shares sold, net +338,654 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 285 holders

BlackRock, Inc. 0.01% Add +1.5% 4,448,780 $435.8M
Vanguard Group Inc. 0.00% Reduce -1.4% 1,904,641 $186.6M
Dimensional Fund Advisors LP 0.03% Reduce -2.0% 1,356,298 $132.9M
Van Berkom & Associates Inc. 3.53% Reduce -12.8% 1,214,738 $119.0M
State Street Corp. 0.00% Add +2.6% 1,177,216 $115.3M
American Century Companies Inc. 0.06% Add +17.7% 1,014,231 $99.4M
AltraVue Capital, LLC 7.43% No change 910,444 $89.2M
Punch & Associates Investment Management, Inc. 4.19% Reduce -4.9% 775,777 $76.0M
Geode Capital Management, LLC 0.01% Add +0.9% 677,333 $66.4M
Rockefeller Capital Management L.P. 0.14% Reduce -14.6% 532,469 $52.2M
T. Rowe Price Investment Management, Inc. 0.03% Add +2.0% 521,073 $51.0M
T. Rowe Price Associates Inc. 0.01% Add +4.3% 508,450 $49.8M
Ameriprise Financial Inc. 0.01% Reduce -7.0% 500,008 $49.0M
Morgan Stanley 0.00% Reduce -0.3% 414,913 $40.6M
Nine Ten Capital Management LLC 10.89% Reduce -17.2% 389,491 $38.2M
Invesco Ltd. 0.01% Reduce -14.7% 371,592 $36.4M
Northern Trust Corp. 0.00% Add +9.9% 335,456 $32.9M
JPMorgan Chase & Co. 0.00% Add +104.3% 329,287 $32.3M
Harbor Capital Advisors, Inc. 1.36% Add +2.3% 318,125 $31.2M
Ashford Capital Management Inc. 3.39% Add +4.7% 293,350 $28.7M
Charles Schwab Investment Management Inc. 0.01% Add +4.8% 282,909 $27.7M
Boston Partners 0.03% Add +5.3% 272,680 $27.3M
Goldman Sachs Group Inc. 0.00% Add +18.0% 211,896 $20.8M
FMR LLC 0.00% Add +31.8% 196,908 $19.3M
Bank of New York Mellon Corp 0.00% Reduce -1.6% 195,340 $19.1M
Private Capital Management, LLC 2.00% Reduce -35.4% 191,401 $18.8M
Wellington Management Group LLP 0.00% Reduce -34.7% 174,394 $17.1M
Tidal Investments LLC 0.14% New 168,999 $16.6M
Motley Fool Wealth Management, LLC 0.84% Reduce -3.0% 165,337 $16.3M
Principal Financial Group Inc. 0.01% Add +4.7% 156,520 $15.3M
Royce & Associates LP 0.13% Reduce -4.3% 148,028 $14.5M
Motley Fool Asset Management LLC 0.69% Add +9.7% 136,105 $13.3M
Woodmont Investment Counsel LLC 0.93% Reduce -3.2% 128,141 $12.6M
Voloridge Investment Management, LLC 0.04% Add +39.7% 126,349 $12.4M
Nuveen Asset Management, LLC 0.00% Reduce -6.0% 122,792 $12.0M
Shell Asset Management Co. 0.52% Reduce -21.3% 122,256 $12.0M
12th Street Asset Management Company, LLC 1.90% Add +3.6% 117,359 $11.5M
New York State Common Retirement Fund 0.02% Reduce -2.5% 114,592 $11.2M
Qube Research & Technologies Ltd 0.02% Add +7.8% 112,984 $11.1M
Norges Bank 0.00% New 107,700 $10.6M
Mariner, LLC 0.02% Add +6.0% 105,581 $10.3M
Raymond James Financial Inc. 0.00% — 104,890 $10.3M
Renaissance Technologies 0.02% Add +32.3% 104,444 $10.2M
UBS Group AG 0.00% Add +124.7% 103,546 $10.1M
BNP Paribas Financial Markets 0.01% New 97,172 $9.5M
Envestnet Asset Management Inc. 0.00% Reduce -2.2% 93,853 $9.2M
Rhumbline Advisers 0.01% Reduce -2.4% 88,478 $8.7M
Champlain Investment Partners, LLC 0.05% New 87,757 $8.6M
Legato Capital Management LLC 1.10% No change 85,809 $8.4M
AQR Capital Management 0.01% Reduce -31.3% 79,666 $7.8M
Legal & General Group Plc 0.00% Add +0.9% 78,913 $7.7M
Foundry Partners, LLC 0.38% Add +19.6% 78,149 $7.7M
Brandywine Global Investment Management, LLC 0.05% Reduce -4.4% 75,683 $7.4M
Denali Advisors LLC 0.77% Reduce -14.7% 74,634 $7.3M
Public Sector Pension Investment Board 0.03% Add +18.0% 70,751 $6.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +24.6% 69,052 $6.8M
Swiss National Bank 0.00% Add +0.7% 56,250 $5.5M
Walleye Capital LLC 0.06% Add +323.9% 55,645 $5.5M
Allspring Global Investments Holdings, LLC 0.01% Add +23.1% 51,572 $5.1M
Bank of America Corp. 0.00% Reduce -4.6% 50,679 $5.0M
Bridgeway Capital Management, LLC 0.11% New 50,195 $4.9M
Citigroup Inc. 0.00% Add +4.3% 49,644 $4.9M
Barclays PLC 0.00% Add +5.0% 49,094 $4.8M
Deutsche Bank AG 0.00% Add +20.2% 48,101 $4.7M
Sei Investments Co. 0.01% Add +60.7% 48,075 $4.7M
Martingale Asset Management L P 0.11% Reduce -0.1% 45,644 $4.5M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +108.1% 45,553 $4.5M
Two Sigma Advisers, LP 0.01% Reduce -24.2% 44,400 $4.3M
Phocas Financial Corp. 0.57% Reduce -0.8% 43,842 $4.3M
Millennium Management 0.00% Add +149.8% 41,761 $4.1M
Prudential Financial Inc. 0.01% Reduce -44.5% 39,643 $3.9M
Jefferies Financial Group Inc. 0.04% Add +1386.1% 37,300 $3.7M
New Age Alpha Advisors, LLC 0.15% New 37,195 $3.6M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -59.6% 37,149 $3.6M
D. E. Shaw & Co. 0.00% Add +283.2% 36,433 $3.6M
Chatham Capital Group, Inc. 0.58% Add +35.1% 36,253 $3.6M
Panagora Asset Management Inc. 0.02% Reduce -9.4% 35,215 $3.5M
Royal Bank of Canada 0.00% Reduce -3.5% 33,867 $3.3M
Susquehanna Fundamental Investments, LLC 0.05% — 32,771 $3.2M
Alliancebernstein L.P. 0.00% Add +10.7% 32,374 $3.2M
Intech Investment Management LLC 0.03% Add +222.4% 29,214 $2.9M
Riverwater Partners LLC 1.37% Add +0.1% 28,831 $2.8M
First Trust Advisors LP 0.00% Add +5.2% 28,771 $2.8M
Franklin Resources Inc. 0.00% Add +15.1% 27,894 $2.7M
Janus Henderson Group PLC 0.00% Add +25.3% 27,814 $2.7M
CANADA LIFE ASSURANCE Co 0.00% Reduce -1.3% 27,377 $2.7M
California State Teachers Retirement System 0.00% Reduce -0.9% 26,679 $2.6M
New York State Teachers Retirement System 0.01% Reduce -9.4% 25,433 $2.5M
Millington Financial Advisors, LLC 1.44% No change 22,823 $2.5M
LPL Financial LLC 0.00% Reduce -3.5% 23,795 $2.3M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 23,575 $2.3M
Convergence Investment Partners, LLC 0.50% Add +6.9% 22,982 $2.3M
Wells Fargo & Company 0.00% Add +33.7% 22,004 $2.2M
Thrivent Financial for Lutherans 0.00% Reduce -1.3% 21,928 $2.1M
State of New Jersey Common Pension Fund D 0.01% Reduce -11.2% 21,706 $2.1M
Cubist Systematic Strategies, LLC 0.03% New 21,692 $2.1M
Janney Montgomery Scott LLC 0.01% Reduce -2.4% 20,623 $2.0M
Cove Street Capital, LLC 2.28% Reduce -45.6% 19,921 $2.0M
Citadel Advisors 0.00% New 19,422 $1.9M
ExodusPoint Capital Management, LP 0.02% New 19,324 $1.9M

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

Show all 285 holders