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 2025 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 ($19.1m this quarter). Holder counts are more reliable. Shares outstanding: 79.3m as of 2026-05-04, 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 ≈ $80.67. Options: 4 managers hold calls ($10.2m notional), 5 hold puts ($2.6m).
Trends to Q1 2026
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 |
| Q2 2025 | 350 |
| Q3 2025 | 369 |
| Q4 2025 | 362 |
| Q1 2026 | 389 |
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 2024 | 125 | 108 |
| Q3 2024 | 119 | 111 |
| Q4 2024 | 154 | 107 |
| Q1 2025 | 174 | 146 |
| Q2 2025 | 183 | 151 |
| Q3 2025 | 205 | 147 |
| Q4 2025 | 167 | 174 |
| Q1 2026 | 199 | 187 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $6.8m | $888.6k | 0.13 |
| Q3 2025 | $19.6m | $358.3k | 0.02 |
| Q4 2025 | $7.5m | $1.8m | 0.24 |
| Q1 2026 | $10.2m | $2.6m | 0.25 |
Biggest buyers
| Van Berkom & Associates Inc. | Added | +1.1m |
| BlackRock, Inc. | Added | +522.7k |
| LORD, ABBETT & CO. LLC | New | +431.6k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +341.1k |
| AMERICAN CENTURY COMPANIES INC | Added | +338.3k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +174.3k |
| BANK OF AMERICA CORP /DE/ | Added | +141.4k |
| Driehaus Capital Management LLC | Added | +135.8k |
| Allspring Global Investments Holdings, LLC | Added | +128.5k |
| Caisse de depot et placement du Quebec | New | +110.3k |
Biggest sellers
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -805.2k |
| AltraVue Capital, LLC | Reduced | -338.5k |
| T. Rowe Price Investment Management, Inc. | Reduced | -283.3k |
| JPMORGAN CHASE & CO | Reduced | -181.9k |
| Invesco Ltd. | Reduced | -166.1k |
| AMERIPRISE FINANCIAL INC | Reduced | -143.2k |
| Motley Fool Asset Management LLC | Reduced | -121.7k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | Reduced | -118.2k |
| GOLDMAN SACHS GROUP INC | Reduced | -112.3k |
| TD Asset Management Inc | Reduced | -106.6k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $7.4m91.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.2m14.3k shares |
| CITADEL ADVISORS LLC | Reduced | $959.7k11.9k shares |
| Twin Tree Management, LP | New | $685.5k8.5k shares |
Biggest puts
| WOLVERINE ASSET MANAGEMENT LLC | Unchanged | $1.6m20.2k shares |
| CITADEL ADVISORS LLC | Reduced | $568.6k7.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $346.8k4.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $8.1k100 shares |
| Twin Tree Management, LP | New | $8.1k100 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 2026
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 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 |
| Q2 2025 | 1 | $119.0k | 5 | $18.2m | $12.4m |
| Q3 2025 | 0 | — | 2 | $586.0k | $108.0k |
| Q4 2025 | 1 | $97.2k | 2 | $659.1k | $659.1k |
| Q1 2026 | 0 | — | 5 | $15.0m | $233.3k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-13 | BEXIGA ANNABELLE G Director | Sold plan | $106.5k1.0k shares |
| 2026-02-13 | Perkins Abigail H Chief Information Officer | Sold | $1.0m8.0k shares |
| 2026-02-10 | OCONNOR SEAN MICHAEL Executive Vice-Chairman-Board, director | Sold | $5.0m40.0k shares |
| 2026-02-09 | OCONNOR SEAN MICHAEL Executive Vice-Chairman-Board, director | Sold | $5.0m40.0k shares |
| 2026-02-09 | Maurer Mark Lowry Chief Risk Officer | Sold | $5.0m40.0k shares |
| 2026-02-09 | Lyon Charles M President | Sold | $3.7m30.0k shares |
| 2026-02-02 | FOWLER JOHN MOORE Director | Sold plan | $126.8k1.1k 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 11.0m $888.2m | Added +522.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 3.7m $301.7m | First filing |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 3.5m $280.0m | Reduced -805.2k |
| AMERICAN CENTURY COMPANIES INC 0.14% of their portfolio | 3.4m $274.1m | Added +338.3k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 3.0m $244.0m | First filing |
| STATE STREET CORP 0.01% of their portfolio | 2.8m $224.4m | Added +37.4k |
| Van Berkom & Associates Inc. 3.66% of their portfolio | 2.8m $223.3m | Added +1.1m |
| T. Rowe Price Investment Management, Inc. 0.14% of their portfolio | 2.5m $202.5m | Reduced -283.3k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 2.1m $170.0m | Added +2.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.0m $160.8m | Added +174.3k |
| AltraVue Capital, LLC 11.32% of their portfolio | 1.6m $131.4m | Reduced -338.5k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 1.5m $120.0m | Reduced -143.2k |
| MORGAN STANLEY 0.00% of their portfolio | 948.5k $76.5m | Reduced -36.7k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 4.39% of their portfolio | 943.6k $76.1m | Reduced -118.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 922.0k $71.9m | Reduced -181.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 867.0k $69.9m | Added +17.0k |
| Driehaus Capital Management LLC 0.51% of their portfolio | 861.5k $69.5m | Added +135.8k |
| Boston Partners 0.07% of their portfolio | 839.7k $68.2m | Reduced -49.2k |
| Rockefeller Capital Management L.P. 0.12% of their portfolio | 810.0k $65.3m | Reduced -106.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 801.8k $64.7m | Reduced -3.2k |
| Invesco Ltd. 0.01% of their portfolio | 751.9k $60.6m | Reduced -166.1k |
| HENNESSY ADVISORS INC 2.06% of their portfolio | 706.0k $56.9m | Reduced -63.9k |
| Nine Ten Capital Management LLC 14.86% of their portfolio | 580.0k $46.8m | Reduced -16.2k |
| Champlain Investment Partners, LLC 0.54% of their portfolio | 529.1k $42.7m | Reduced -24.4k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 488.1k $39.4m | First filing |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 468.6k $37.8m | Reduced -112.3k |
| ASHFORD CAPITAL MANAGEMENT INC 4.65% of their portfolio | 466.6k $37.6m | Added +19.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 464.5k $37.5m | Added +141.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 440.5k $35.5m | Added +2.7k |
| LORD, ABBETT & CO. LLC 0.11% of their portfolio | 431.6k $34.8m | New |
| Nuveen, LLC 0.01% of their portfolio | 421.8k $34.0m | Added +17.1k |
| Allspring Global Investments Holdings, LLC 0.06% of their portfolio | 415.1k $33.5m | Added +128.5k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 410.2k $33.1m | Reduced -5.0k |
| Tidal Investments LLC 0.10% of their portfolio | 390.6k $31.5m | Reduced -13.2k |
| FMR LLC 0.00% of their portfolio | 381.7k $30.8m | Added +104.5k |
| UBS Group AG 0.01% of their portfolio | 374.2k $30.2m | Added +99.6k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.12% of their portfolio | 344.6k $27.8m | Added +341.1k |
| WOODMONT INVESTMENT COUNSEL LLC 1.70% of their portfolio | 342.5k $27.6m | Reduced -8.2k |
| Perpetual Ltd 0.41% of their portfolio | 329.9k $26.6m | Reduced -76.4k |
| Public Sector Pension Investment Board 0.08% of their portfolio | 316.3k $25.5m | Added +12.1k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.10% of their portfolio | 310.8k $25.1m | Added +77.3k |
| SEGALL BRYANT & HAMILL, LLC 0.35% of their portfolio | 299.1k $24.1m | Added +62.3k |
| Motley Fool Asset Management LLC 0.93% of their portfolio | 268.3k $21.6m | Reduced -121.7k |
| Mariner, LLC 0.02% of their portfolio | 256.7k $20.7m | Added +22.6k |
| Aberdeen Group plc 0.03% of their portfolio | 256.0k $20.6m | Added +4.3k |
| Private Capital Management, LLC 1.91% of their portfolio | 232.5k $18.8m | Reduced -18.3k |
| LOOMIS SAYLES & CO L P 0.02% of their portfolio | 217.8k $17.6m | Added +27.0k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 201.0k $16.2m | Added +4.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 198.9k $16.0m | Reduced -18.7k |
| BESSEMER GROUP INC 0.02% of their portfolio | 195.8k $15.8m | Reduced -50.5k |
| 12th Street Asset Management Company, LLC 2.47% of their portfolio | 187.0k $15.1m | Added +564 |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 185.1k $14.9m | Added +29.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 184.5k $14.4m | Reduced -49.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 179.5k $14.5m | Added +63.4k |
| ROYCE & ASSOCIATES LP 0.14% of their portfolio | 177.7k $14.3m | Added +27.2k |
| Motley Fool Wealth Management, LLC 1.61% of their portfolio | 176.3k $14.2m | Reduced -61.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 174.2k $14.0m | Reduced -14.2k |
| Legato Capital Management LLC 1.24% of their portfolio | 168.3k $13.6m | Reduced -15.6k |
| CITIGROUP INC 0.01% of their portfolio | 162.1k $13.1m | Added +21.0k |
| Legal & General Group Plc 0.00% of their portfolio | 158.2k $12.8m | Reduced -15.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 148.6k $12.0m | Added +404 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 145.5k $11.7m | Reduced -45.6k |
| Man Group plc 0.02% of their portfolio | 139.3k $11.2m | Reduced -24.2k |
| Phocas Financial Corp. 1.72% of their portfolio | 135.9k $11.0m | Reduced -68.4k |
| TD Asset Management Inc 0.01% of their portfolio | 135.5k $10.9m | Reduced -106.6k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 134.9k $10.9m | Added +62.0k |
| Hiddenite Capital Partners LP 6.28% of their portfolio | 133.4k $10.8m | Unchanged |
| Swiss National Bank 0.01% of their portfolio | 131.7k $10.6m | Added +450 |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 122.8k $9.9m | Added +46.7k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 120.8k $9.7m | Reduced -3.9k |
| Candriam S.C.A. 0.05% of their portfolio | 120.2k $9.7m | Added +77.6k |
| BLAIR WILLIAM & CO/IL 0.03% of their portfolio | 114.3k $9.2m | Added +418 |
| Caisse de depot et placement du Quebec 0.01% of their portfolio | 110.3k $8.9m | New |
| CSM Advisors, LLC 0.21% of their portfolio | 106.6k $8.6m | Added +9.2k |
| Polar Capital Holdings Plc 0.04% of their portfolio | 102.0k $8.2m | Reduced -4.6k |
| IBEX WEALTH ADVISORS 0.75% of their portfolio | 100.3k $8.1m | Added +8.2k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 98.7k $8.0m | Added +28.3k |
| HARBOR CAPITAL ADVISORS, INC. 0.64% of their portfolio | 98.5k $7.9m | Reduced -30.1k |
| Squarepoint Ops LLC 0.02% of their portfolio | 98.3k $7.9m | Added +19.6k |
| Jefferson Bridge Capital, LLC 7.32% of their portfolio | 91.4k $7.4m | Reduced -4.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 90.8k $8.6m | Added +5.8k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 87.8k $7.1m | Added +2.6k |
| OP Asset Management Ltd 0.07% of their portfolio | 87.1k $7.0m | Added +35.3k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 83.2k $6.7m | Added +3.7k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 82.8k $6.7m | Added +2.1k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 81.7k $6.6m | Added +28.7k |
| CX Institutional 0.19% of their portfolio | 79.1k $6.4m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 77.4k $6.2m | Added +14.7k |
| CHATHAM CAPITAL GROUP, INC. 0.90% of their portfolio | 77.0k $6.2m | Reduced -8.8k |
| LPL Financial LLC 0.00% of their portfolio | 75.3k $6.1m | Reduced -3.2k |
| WINTON GROUP Ltd 0.21% of their portfolio | 74.5k $6.0m | New |
| EXCHANGE TRADED CONCEPTS, LLC 0.05% of their portfolio | 73.4k $5.9m | Added +38.2k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.20% of their portfolio | 67.8k $5.5m | Reduced -6.5k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 67.5k $5.4m | Added +9.5k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 63.2k $5.1m | First filing |
| Aubrey Capital Management Ltd 2.73% of their portfolio | 63.0k $5.1m | Reduced -1.6k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 58.2k $4.7m | Reduced -863 |
| CREDIT AGRICOLE S A 0.01% of their portfolio | 55.9k $4.5m | Reduced -0 |
| Tweedy, Browne Co LLC 0.35% of their portfolio | 54.0k $4.4m | Added +20.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 53.2k $4.3m | Reduced -3.7k |