13F Insight
DOSSIER · 13F Holders · Q1 2026Financial Services · Security & Commodity Brokers, Dealers, Exchanges & ServicesDefensive growthQuality
SNEX

STONEX GROUP INC

402 institutions still hold STONEX GROUP INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 861896108·Security & Commodity Brokers, Dealers, Exchanges & Services·402 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.2%
vs prior quarter
13F value held
$3.2B
70.0% inst. owned
of float
Holders
402
-53 QoQ
filers reporting
Activity
+31 / −35
+978 added · −863 reduced
this quarter
Concentration
27.40%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

402 institutions reported SNEX in Q1 2026. BlackRock, Inc. leads at 27.4% of the visible book. -53 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$888M11.0M0.02%Q1 202602
Vanguard Portfolio Management
CIK 0002100121
$302M3.7M0.02%Q1 202603
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$274M3.4M0.14%Q1 202604
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$244M3.0M0.01%Q1 202605
STATE STREET CORP
CIK 0000093751
$224M2.8M0.01%Q1 202606
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$170M2.1M0.04%Q1 202607
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$161M2.0M0.01%Q1 202608
AltraVue Capital, LLC
CIK 0001740837
$131M1.6M11.32%Q1 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$120M1.5M0.03%Q1 202610
MORGAN STANLEY
CIK 0000895421
$76M949K0.00%Q1 202611
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
CIK 0001238990
$76M944K4.39%Q1 202612
JPMORGAN CHASE & CO
CIK 0000019617
$72M922K0.00%Q1 202613
NORTHERN TRUST CORP
CIK 0000073124· Index
$70M867K0.01%Q1 202614
DRIEHAUS CAPITAL MANAGEMENT LLC
CIK 0000938206
$69M862K0.51%Q1 202615
Boston Partners
CIK 0001386060
$68M840K0.07%Q1 202616
Rockefeller Capital Management L.P.
CIK 0001739439
$65M810K0.12%Q1 202617
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$65M802K0.01%Q1 202618
Invesco Ltd.
CIK 0000914208
$61M752K0.01%Q1 202619
HENNESSY ADVISORS INC
CIK 0001145255
$57M706K2.06%Q1 202620
Nine Ten Capital Management LLC
CIK 0001635236
$47M580K14.86%Q1 2026
Page 1 of 21
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