STANDEX INTL CORP SXI
COM · Common Stock · CUSIP 854231107 · ISIN US8542311076
American multinational manufacturer
- SectorIndustrials
- IndustryRefrigeration & Service Industry Machinery
- HeadquartersSalem, NH
- Websitestandex.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($22.2m this quarter). Holder counts are more reliable. Shares outstanding: 12.1m as of 2024-10-28, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $182.76. Options: 5 managers hold calls ($2.0m notional), 4 hold puts ($1.6m).
Trends to Q3 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 185 |
| Q4 2022 | 195 |
| Q1 2023 | 193 |
| Q2 2023 | 210 |
| Q3 2023 | 222 |
| Q4 2023 | 222 |
| Q1 2024 | 241 |
| Q2 2024 | 229 |
| Q3 2024 | 235 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 89 | 89 |
| Q1 2023 | 79 | 94 |
| Q2 2023 | 86 | 113 |
| Q3 2023 | 98 | 101 |
| Q4 2023 | 90 | 111 |
| Q1 2024 | 109 | 110 |
| Q2 2024 | 98 | 117 |
| Q3 2024 | 99 | 97 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $1.4m | $95.0k | 0.07 |
| Q1 2024 | $4.1m | $1.3m | 0.32 |
| Q2 2024 | $3.0m | $1.7m | 0.57 |
| Q3 2024 | $2.0m | $1.6m | 0.76 |
Biggest buyers
| WASATCH ADVISORS LP | Added | +90.8k |
| AMERIPRISE FINANCIAL INC | Added | +51.8k |
| NEUBERGER BERMAN GROUP LLC | Added | +45.1k |
| GOLDMAN SACHS GROUP INC | Added | +31.7k |
| STATE STREET CORP | Added | +23.8k |
| TEACHER RETIREMENT SYSTEM OF TEXAS | Added | +20.0k |
| MORGAN STANLEY | Added | +19.4k |
| NorthCoast Asset Management LLC | New | +15.6k |
| VANGUARD GROUP INC | Added | +12.3k |
| RAYMOND JAMES & ASSOCIATES | Added | +11.5k |
Biggest sellers
| SILVERCREST ASSET MANAGEMENT GROUP LLC | Reduced | -72.3k |
| Champlain Investment Partners, LLC | Reduced | -70.1k |
| ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | Sold out | -67.8k |
| NORTHERN TRUST CORP | Reduced | -36.9k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -36.5k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -23.3k |
| SEGALL BRYANT & HAMILL, LLC | Sold out | -17.7k |
| NORGES BANK | Reduced | -16.5k |
| Squarepoint Ops LLC | Reduced | -14.4k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -12.9k |
Biggest calls
| WOLVERINE TRADING, LLC | Reduced | $802.4k4.4k shares |
| CITADEL ADVISORS LLC | Added | $676.3k3.7k shares |
| PEAK6 Investments LLC | Reduced | $493.5k2.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $73.0k400 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $712.8k3.9k shares |
| WOLVERINE TRADING, LLC | Reduced | $620.1k3.4k shares |
| PEAK6 Investments LLC | Reduced | $219.3k1.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-07-18 | 14.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.2% |
| WASATCH ADVISORS LP 13G · institution -1.3 pts · filed 2026-10-09 | 5.7% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
Fell to 5% or below in the last year: Neuberger Berman Group LLC (4.7%, 2026-06-04), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), Champlain Investment Partners, LLC (4.0%, 2026-02-12)
Insider purchases and sales in Q3 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2022 | 0 | — | 3 | $386.4k | — |
| Q1 2023 | 0 | — | 3 | $1.5m | — |
| Q2 2023 | 0 | — | 4 | $3.7m | $3.3m |
| Q3 2023 | 0 | — | 3 | $983.6k | $676.5k |
| Q4 2023 | 0 | — | 1 | $268.3k | — |
| Q1 2024 | 0 | — | 5 | $3.5m | $2.3m |
| Q2 2024 | 0 | — | 1 | $437.9k | — |
| Q3 2024 | 0 | — | 0 | — | — |
None reported in Q3 2024.
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 1.8m $323.0m | First filing |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.4m $256.5m | Added +12.3k |
| NEUBERGER BERMAN GROUP LLC 0.13% of their portfolio | 895.6k $163.7m | Added +45.1k |
| Champlain Investment Partners, LLC 0.63% of their portfolio | 572.7k $104.7m | Reduced -70.1k |
| Copeland Capital Management, LLC 1.77% of their portfolio | 556.2k $101.7m | Added +4.3k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.62% of their portfolio | 499.5k $91.3m | Reduced -72.3k |
| STATE STREET CORP 0.00% of their portfolio | 486.1k $88.8m | Added +23.8k |
| WASATCH ADVISORS LP 0.41% of their portfolio | 460.1k $84.1m | Added +90.8k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 434.7k $79.4m | Reduced -23.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 308.2k $56.3m | Added +9.1k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 299.8k $54.8m | Added +51.8k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.15% of their portfolio | 249.8k $45.7m | Reduced -5.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 208.0k $38.0m | Added +31.7k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 195.0k $35.6m | Reduced -36.9k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.13% of their portfolio | 183.4k $33.5m | Reduced -36.5k |
| MORGAN STANLEY 0.00% of their portfolio | 174.2k $31.8m | Added +19.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 143.9k $26.3m | Added +3.8k |
| Leeward Investments, LLC - MA 1.12% of their portfolio | 131.6k $24.1m | Reduced -440 |
| Handelsbanken Fonder AB 0.09% of their portfolio | 127.7k $23.3m | Added +5.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 106.5k $19.5m | Reduced -12.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 99.9k $18.3m | Added +1.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 96.9k $17.7m | Reduced -11.0k |
| GAMCO INVESTORS, INC. ET AL 0.15% of their portfolio | 80.0k $14.6m | Reduced -1.0k |
| Invesco Ltd. 0.00% of their portfolio | 70.6k $12.9m | Reduced -8.0k |
| CRAWFORD INVESTMENT COUNSEL INC 0.20% of their portfolio | 63.1k $11.5m | Added +1.1k |
| Wilmington Savings Fund Society, FSB 0.20% of their portfolio | 61.2k $11.2m | Reduced -507 |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 60.0k $11.0m | Reduced -2.8k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 49.5k $9.0m | Reduced -3.0k |
| GABELLI FUNDS LLC 0.06% of their portfolio | 48.9k $8.9m | Unchanged |
| NORGES BANK 0.00% of their portfolio | 48.4k $8.8m | Reduced -16.5k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 47.1k $8.6m | Added +11.5k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 46.7k $8.5m | Added +74 |
| ProShare Advisors LLC 0.02% of their portfolio | 44.3k $8.1m | Added +6.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 43.7k $8.0m | Reduced -1.9k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 33.3k $6.1m | Reduced -1.4k |
| Legal & General Group Plc 0.00% of their portfolio | 33.3k $6.1m | Added +370 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 33.1k $6.0m | Added +276 |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% of their portfolio | 32.2k $5.9m | Added +20.0k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 29.8k $5.4m | Added +2.6k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 29.3k $5.3m | Added +1.5k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 29.0k $5.3m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 27.0k $4.9m | Added +245 |
| Public Sector Pension Investment Board 0.02% of their portfolio | 25.1k $4.6m | Reduced -900 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.10% of their portfolio | 24.8k $4.5m | Unchanged |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 24.2k $4.4m | Added +3.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 23.8k $4.3m | Added +1.9k |
| Swiss National Bank 0.00% of their portfolio | 23.2k $4.2m | Reduced -200 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 23.0k $4.2m | Added +3.8k |
| BARCLAYS PLC 0.00% of their portfolio | 22.8k $4.2m | Added +10.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 22.2k $4.1m | Reduced -1.0k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 19.0k $3.5m | Reduced -2.8k |
| Knights of Columbus Asset Advisors LLC 0.21% of their portfolio | 17.3k $3.2m | Reduced -10.6k |
| NorthCoast Asset Management LLC 0.02% of their portfolio | 15.6k $2.8m | New |
| WHITE PINE CAPITAL LLC 0.96% of their portfolio | 15.4k $2.8m | Added +1.6k |
| CITIGROUP INC 0.00% of their portfolio | 14.5k $2.7m | Added +5.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 14.1k $2.6m | Added +370 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 13.8k $2.5m | Reduced -12.9k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 12.8k $2.3m | Reduced -674 |
| BESSEMER GROUP INC 0.00% of their portfolio | 12.4k $2.3m | Added +15 |
| BROWN ADVISORY INC 0.00% of their portfolio | 12.0k $2.2m | Unchanged |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 11.4k $2.1m | Added +11 |
| HARBOR CAPITAL ADVISORS, INC. 0.09% of their portfolio | 11.2k $2.1m | Added +6.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 11.2k $2.0m | Reduced -376 |
| HRT FINANCIAL LP 0.01% of their portfolio | 10.7k $2.0m | New |
| Advisors Asset Management, Inc. 0.04% of their portfolio | 10.6k $1.9m | Added +1.4k |
| Pflug Koory, LLC 0.91% of their portfolio | 10.1k $1.8m | First filing |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 9.9k $1.8m | Reduced -6.8k |
| ASSETMARK, INC 0.01% of their portfolio | 9.6k $1.8m | Added +653 |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 9.4k $1.7m | Reduced -119 |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 9.3k $1.7m | Reduced -6.0k |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 9.1k $1.7m | Added +694 |
| B. Metzler seel. Sohn & Co. Holding AG 0.01% of their portfolio | 8.2k $1.5m | First filing |
| B. Metzler seel. Sohn & Co. AG 0.01% of their portfolio | 8.2k $1.5m | Added +2.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 7.8k $1.4m | Added +97 |
| Cerity Partners LLC 0.00% of their portfolio | 7.6k $1.4m | Added +963 |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 7.6k $1.4m | Unchanged |
| Squarepoint Ops LLC 0.00% of their portfolio | 7.5k $1.4m | Reduced -14.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 7.1k $1.3m | Added +1.5k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 7.1k $1.3m | Reduced -4.1k |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 6.8k $1.2m | Reduced -194 |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 6.7k $1.2m | New |
| Corebridge Financial, Inc. 0.01% of their portfolio | 6.7k $1.2m | Reduced -72 |
| Illinois Municipal Retirement Fund 0.02% of their portfolio | 6.7k $1.2m | Added +118 |
| MetLife Investment Management, LLC 0.01% of their portfolio | 6.6k $1.2m | Unchanged |
| MARTINGALE ASSET MANAGEMENT L P 0.03% of their portfolio | 6.4k $1.2m | Reduced -3.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 6.4k $1.2m | Reduced -81 |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 6.4k $1.2m | Reduced -2.7k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 6.4k $1.2m | Added +318 |
| HM PAYSON & CO 0.02% of their portfolio | 6.3k $1.2m | Unchanged |
| COMERICA BANK 0.00% of their portfolio | 6.2k $1.1m | Reduced -328 |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 6.2k $1.1m | Added +240 |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.05% of their portfolio | 6.2k $1.1m | Added +521 |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 6.0k $1.1m | Added +1.1k |
| DIVERSIFIED TRUST CO 0.03% of their portfolio | 5.8k $1.1m | Unchanged |
| Louisiana State Employees Retirement System 0.02% of their portfolio | 5.7k $1.0m | Reduced -300 |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 5.7k $1.0m | Unchanged |
| ROYCE & ASSOCIATES LP 0.01% of their portfolio | 5.7k $1.0m | Reduced -2.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 5.4k $984.8k | Added +877 |
| UBS Group AG 0.00% of their portfolio | 5.1k $937.1k | Added +667 |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 5.1k $929.1k | Added +718 |