STONEX GROUP INC SNEX
COM · Common Stock · CUSIP 861896108
Financial services company
- SectorFinancials
- IndustrySecurity & Commodity Brokers, Dealers, Exchanges & Services
- HeadquartersNew York, NY
- Founded1981
- Websitestonex.com
- FilingsSEC EDGAR
Q4 2024 share counts are adjusted for a 3-for-2 stock split, so holders aren't shown as buying or selling because of it.
* 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 ($11.7m this quarter). Holder counts are more reliable. Shares outstanding: 48.9m as of 2025-05-05, 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 ≈ $76.47. Options: 5 managers hold calls ($1.6m notional), 3 hold puts ($378.1k).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 202 |
| Q4 2022 | 229 |
| Q1 2023 | 218 |
| Q2 2023 | 211 |
| Q3 2023 | 216 |
| Q4 2023 | 236 |
| Q1 2024 | 240 |
| Q2 2024 | 250 |
| Q3 2024 | 260 |
| Q4 2024 | 286 |
| Q1 2025 | 315 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 95 | 111 |
| Q3 2023 | 90 | 104 |
| Q4 2023 | 111 | 109 |
| Q1 2024 | 111 | 110 |
| Q2 2024 | 125 | 108 |
| Q3 2024 | 119 | 111 |
| Q4 2024 | 154 | 107 |
| Q1 2025 | 174 | 146 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $225.4k | $7.5k | 0.03 |
| Q3 2024 | $876.1k | $0 | 0.00 |
| Q4 2024 | $3.1m | $920.9k | 0.29 |
| Q1 2025 | $1.6m | $378.1k | 0.23 |
Biggest buyers
| Perpetual Ltd | New | +846.8k |
| AMERICAN CENTURY COMPANIES INC | Added | +442.4k |
| LORD, ABBETT & CO. LLC | New | +340.9k |
| Champlain Investment Partners, LLC | Added | +250.3k |
| AMERIPRISE FINANCIAL INC | Added | +164.2k |
| Public Sector Pension Investment Board | Added | +155.7k |
| JANUS HENDERSON GROUP PLC | Added | +120.1k |
| Bares Capital Management, Inc. | New | +109.9k |
| Motley Fool Asset Management LLC | Added | +92.8k |
| Rockefeller Capital Management L.P. | Added | +90.5k |
Biggest sellers
| Van Berkom & Associates Inc. | Reduced | -413.4k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | Reduced | -320.1k |
| FMR LLC | Reduced | -221.3k |
| JPMORGAN CHASE & CO | Reduced | -137.7k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -111.0k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -93.1k |
| GOLDMAN SACHS GROUP INC | Reduced | -92.1k |
| BlackRock, Inc. | Reduced | -89.8k |
| HARBOR CAPITAL ADVISORS, INC. | Reduced | -82.3k |
| Nine Ten Capital Management LLC | Reduced | -71.8k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $534.7k7.0k shares |
| PEAK6 LLC | Unchanged | $504.1k6.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $297.9k3.9k shares |
| JANE STREET GROUP, LLC | New | $275.0k3.6k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| JANE STREET GROUP, LLC | New | $206.2k2.7k shares |
| CITADEL ADVISORS LLC | Added | $171.9k2.2k 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 2025-10-17 | 12.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.1% |
Fell to 5% or below in the last year: PRICE T ROWE ASSOCIATES INC /MD/ (4.4%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q1 2025
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 |
|---|---|---|---|---|---|
| Q2 2023 | 1 | $170.8k | 1 | $27.0k | $27.0k |
| Q3 2023 | 0 | — | 1 | $28.2k | $28.2k |
| Q4 2023 | 0 | — | 2 | $349.9k | $349.9k |
| Q1 2024 | 0 | — | 2 | $1.0m | $1.0m |
| Q2 2024 | 0 | — | 4 | $2.8m | $765.9k |
| Q3 2024 | 0 | — | 1 | $80.7k | $49.0k |
| Q4 2024 | 0 | — | 4 | $9.5m | $3.7m |
| Q1 2025 | 0 | — | 1 | $485.1k | $485.1k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-02-26 | FOWLER JOHN MOORE Director | Sold plan | $485.1k4.0k shares |
| 2025-02-18 | Stevens Glenn Henry Retired Officer | Sold | $1.8m15.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 6.6m $502.8m | Reduced -89.8k |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.9m $220.1m | Added +24.3k |
| AMERICAN CENTURY COMPANIES INC 0.09% of their portfolio | 2.0m $150.0m | Added +442.4k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.9m $146.9m | Reduced -111.0k |
| STATE STREET CORP 0.01% of their portfolio | 1.7m $133.4m | Reduced -18.9k |
| Van Berkom & Associates Inc. 3.46% of their portfolio | 1.4m $107.6m | Reduced -413.4k |
| AltraVue Capital, LLC 10.06% of their portfolio | 1.3m $100.3m | Reduced -52.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.1m $83.1m | Added +72.3k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 914.2k $69.8m | Added +164.2k |
| Rockefeller Capital Management L.P. 0.17% of their portfolio | 889.2k $67.9m | Added +90.5k |
| Perpetual Ltd 0.78% of their portfolio | 846.8k $64.7m | New |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 4.22% of their portfolio | 843.5k $64.4m | Reduced -320.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 791.0k $60.4m | Added +28.3k |
| T. Rowe Price Investment Management, Inc. 0.04% of their portfolio | 757.6k $57.9m | Reduced -24.0k |
| MORGAN STANLEY 0.00% of their portfolio | 642.6k $49.1m | Added +20.2k |
| Invesco Ltd. 0.01% of their portfolio | 569.5k $43.5m | Added +12.1k |
| Nine Ten Capital Management LLC 14.61% of their portfolio | 512.5k $39.1m | Reduced -71.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 510.9k $39.0m | Added +7.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 442.0k $33.8m | Added +17.6k |
| ASHFORD CAPITAL MANAGEMENT INC 4.24% of their portfolio | 430.7k $32.9m | Reduced -9.4k |
| Boston Partners 0.04% of their portfolio | 408.7k $31.7m | Reduced -353 |
| HARBOR CAPITAL ADVISORS, INC. 1.37% of their portfolio | 394.9k $30.2m | Reduced -82.3k |
| Champlain Investment Partners, LLC 0.21% of their portfolio | 381.9k $29.2m | Added +250.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 356.2k $27.2m | Reduced -137.7k |
| LORD, ABBETT & CO. LLC 0.09% of their portfolio | 340.9k $26.0m | New |
| Motley Fool Asset Management LLC 1.27% of their portfolio | 296.9k $22.7m | Added +92.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 287.6k $22.0m | Reduced -5.4k |
| Private Capital Management, LLC 2.37% of their portfolio | 278.8k $21.2m | Reduced -8.3k |
| Tidal Investments LLC 0.18% of their portfolio | 272.0k $20.8m | Added +18.5k |
| WOODMONT INVESTMENT COUNSEL LLC 1.47% of their portfolio | 266.8k $20.4m | Added +74.6k |
| Public Sector Pension Investment Board 0.09% of their portfolio | 261.8k $20.0m | Added +155.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 245.1k $18.7m | Added +10.4k |
| Motley Fool Wealth Management, LLC 1.03% of their portfolio | 227.5k $17.4m | Reduced -20.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 225.7k $17.2m | Reduced -92.1k |
| Nuveen, LLC 0.00% of their portfolio | 207.6k $15.9m | First filing |
| ROYCE & ASSOCIATES LP 0.17% of their portfolio | 204.9k $15.6m | Reduced -17.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 199.6k $15.2m | Reduced -62.0k |
| SHELL ASSET MANAGEMENT CO 0.64% of their portfolio | 176.0k $13.4m | Reduced -7.4k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 175.9k $13.4m | Added +18.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 174.1k $13.3m | Added +2.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 165.6k $12.6m | Reduced -23.9k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 161.8k $12.3m | Added +120.1k |
| Mariner, LLC 0.02% of their portfolio | 156.6k $12.0m | Reduced -1.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 153.3k $11.7m | First filing |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 150.0k $11.5m | Added +9.2k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 147.4k $11.3m | Reduced -22.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 136.9k $10.5m | Added +64.8k |
| Phocas Financial Corp. 1.56% of their portfolio | 133.6k $10.2m | Added +67.8k |
| 12th Street Asset Management Company, LLC 1.71% of their portfolio | 131.1k $10.0m | Reduced -44.9k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 129.1k $9.9m | Reduced -3.6k |
| Legato Capital Management LLC 1.32% of their portfolio | 128.7k $9.8m | Reduced -0 |
| UBS Group AG 0.00% of their portfolio | 122.8k $9.4m | Reduced -32.5k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 122.2k $9.3m | Added +44.8k |
| Foundry Partners, LLC 0.48% of their portfolio | 118.8k $9.1m | Added +1.6k |
| Legal & General Group Plc 0.00% of their portfolio | 115.7k $8.8m | Reduced -2.7k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 112.7k $8.6m | Added +40.6k |
| Bares Capital Management, Inc. 0.99% of their portfolio | 109.9k $8.4m | New |
| Brandywine Global Investment Management, LLC 0.06% of their portfolio | 109.2k $8.3m | Reduced -4.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 108.0k $8.3m | Added +32.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 107.1k $8.2m | Added +3.5k |
| Capitolis Liquid Global Markets LLC 0.06% of their portfolio | 84.9k $6.5m | New |
| DENALI ADVISORS LLC 0.73% of their portfolio | 84.5k $6.5m | Reduced -27.4k |
| Swiss National Bank 0.00% of their portfolio | 83.5k $6.4m | Reduced -900 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 80.5k $6.1m | Added +57.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 77.5k $5.9m | Added +26.7k |
| CITIGROUP INC 0.00% of their portfolio | 75.8k $5.8m | Added +1.4k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.14% of their portfolio | 75.3k $5.8m | Reduced -0 |
| FMR LLC 0.00% of their portfolio | 74.0k $5.7m | Reduced -221.3k |
| Walleye Capital LLC 0.06% of their portfolio | 73.0k $5.6m | Reduced -10.5k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 71.1k $5.4m | Added +11.6k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 65.1k $5.0m | Reduced -54.4k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 1.03% of their portfolio | 64.5k $4.9m | New |
| SG Americas Securities, LLC 0.02% of their portfolio | 63.8k $4.9m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 63.5k $4.9m | Reduced -93.1k |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 62.7k $4.8m | Reduced -5.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 62.4k $4.8m | Added +43.3k |
| MARTINGALE ASSET MANAGEMENT L P 0.12% of their portfolio | 60.1k $4.6m | Reduced -8.4k |
| Global IMC LLC 1.22% of their portfolio | 58.7k $4.5m | New |
| BARCLAYS PLC 0.00% of their portfolio | 56.0k $4.3m | Reduced -17.6k |
| CHATHAM CAPITAL GROUP, INC. 0.71% of their portfolio | 55.9k $4.3m | Added +1.5k |
| WINTON GROUP Ltd 0.26% of their portfolio | 55.0k $4.2m | New |
| Squarepoint Ops LLC 0.01% of their portfolio | 53.8k $4.1m | Added +42.6k |
| Informed Momentum Co LLC 0.70% of their portfolio | 53.4k $4.1m | New |
| PANAGORA ASSET MANAGEMENT INC 0.02% of their portfolio | 52.6k $4.0m | Reduced -254 |
| INTECH INVESTMENT MANAGEMENT LLC 0.04% of their portfolio | 51.1k $3.9m | Added +7.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 49.0k $3.7m | Added +16.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 48.7k $3.7m | Added +139 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 46.2k $3.5m | Added +10.8k |
| OP Asset Management Ltd 0.06% of their portfolio | 45.8k $3.5m | First filing |
| Hiddenite Capital Partners LP 2.87% of their portfolio | 45.0k $3.4m | New |
| New Age Alpha Advisors, LLC 0.15% of their portfolio | 43.3k $3.3m | Reduced -12.5k |
| Riverwater Partners LLC 1.70% of their portfolio | 43.2k $3.3m | Added +2 |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 43.1k $3.3m | Added +10.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 42.6k $3.3m | Added +2.6k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 39.2k $3.0m | Added +15.6k |
| LPL Financial LLC 0.00% of their portfolio | 37.8k $2.9m | Added +2.1k |
| CREDIT AGRICOLE S A 0.01% of their portfolio | 37.3k $2.8m | Added +12.5k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 36.8k $2.8m | Reduced -4.3k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 35.0k $2.7m | Added +27.8k |
| Decker Retirement Planning Inc. 1.64% of their portfolio | 34.4k $2.6m | New |