StoneX Group Ownership | Who Owns StoneX Group?

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StoneX Group Ownership Summary

StoneX Group is owned by 80.72% institutional investors, 13.86% insiders, and 5.41% retail investors. Blackrock is the largest institutional shareholder, holding 13.90% of SNEX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.71% of its assets in StoneX Group shares.

SNEX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	StoneX Group	80.72%	13.86%	5.41%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Capital Markets Stocks	43.37%	15.77%	40.86%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	4.23M	13.90%	$318.93M
Vanguard group	1.89M	6.19%	$142.16M
Van berkom & associates	1.42M	4.64%	$106.60M
Dimensional fund advisors lp	1.41M	4.63%	$106.24M
State street	1.12M	3.66%	$84.06M
Altravue capital	924.62K	3.03%	$69.63M
American century companies	808.77K	2.65%	$60.91M
Punch & associates investment management	808.54K	2.65%	$60.89M
Geode capital management	653.49K	2.14%	$49.22M
Rockefeller capital management	585.37K	1.92%	$44.08M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Nine ten capital management	442.49K	12.83%	$33.32M
Altravue capital	924.62K	6.92%	$69.63M
Private capital management	413.60K	3.62%	$31.15M
Punch & associates investment management	808.54K	3.56%	$60.89M
Van berkom & associates	1.42M	3.18%	$106.60M
Ashford capital management	303.98K	3.09%	$22.89M
Cove street capital	37.93K	2.05%	$2.86M
12th street asset management company	91.53K	1.26%	$6.89M
Mrp capital investments	16.80K	1.18%	$1.27M
Millington financial advisors	21.86K	1.14%	$1.65M

Top Buyers

Holder	Shares	% Assets	Change
T. rowe price investment management	398.65K	0.02%	398.65K
American century companies	808.77K	0.04%	360.16K
Rockefeller capital management	585.37K	0.13%	88.66K
Assenagon asset management	328.75K	0.06%	57.94K
Qube research	105.90K	0.01%	55.44K

Top Sellers

Holder	Shares	% Assets	Change
Nine ten capital management	442.49K	12.83%	-302.11K
Private capital management	413.60K	3.62%	-134.37K
Prudential financial	94.62K	0.01%	-64.19K
Morgan stanley	418.65K	0.00%	-57.85K
Cove street capital	37.93K	2.05%	-52.02K

New Positions

Holder	Shares	% Assets	Change	Value
T. rowe price investment management	398.65K	0.02%	398.65K	$30.02M
Corebridge financial	15.88K	0.01%	15.88K	$1.20M
Mirae asset global etfs	13.73K	0.00%	13.73K	$1.03M
Atria investments	6.75K	0.01%	6.75K	$508.35K
Hohimer wealth management	6.64K	0.12%	6.64K	$500.13K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-5.00
Assetmark	-18.00
Harbor investment advisory	-26.00
Financial gravity asset management	-39.00
First premier bank	-53.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	259	2.78%	24,736,074	1.27%	80	1.27%	125	-	86	2.38%
Jun 30, 2024	248	0.81%	24,297,471	0.96%	79	1.26%	122	6.09%	84	2.44%
Mar 31, 2024	246	0.82%	24,066,216	0.36%	79	0.56%	115	-46.76%	82	290.48%
Dec 31, 2023	244	9.91%	23,980,584	52.94%	119	1.95%	216	129.79%	21	-75.86%
Sep 30, 2023	222	3.26%	15,680,071	0.27%	78	1.27%	94	-4.08%	87	14.47%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	1.82M	5.71%	1.69K
Van Berkom Sm-Cap Eq	1.38M	4.34%	-1.28M
Vanguard Total Stock Mkt Idx Inv	836.27K	2.63%	-5.93K
iShares Russell 2000 ETF	733.70K	2.31%	-1.65K
Avantis US Small Cap Value ETF	508.13K	1.60%	-
Vanguard Institutional Extnd Mkt Idx Tr	421.05K	1.32%	-6.17K
T. Rowe Price Integrated US SmCapGrEq	329.41K	1.04%	5.12K
T. Rowe Price Integrated US Sm Gr Eq	329.41K	1.04%	-8.45K
Embark Small Cap Equity Institutional	318.13K	1.00%	7.04K
iShares S&P Small-Cap 600 Value ETF	290.60K	0.91%	248.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 17, 2024	Perkins Abigail H	Chief Information Officer	Sell	$14.54K
Dec 17, 2024	Perkins Abigail H	Chief Information Officer	Sell	$402.76K
Dec 16, 2024	Rotsztain Diego	Chief Governance/Legal Officer	Sell	$432.62K
Dec 12, 2024	Maurer Mark Lowry	Chief Risk Officer	Sell	$508.01K
Nov 22, 2024	OCONNOR SEAN MICHAEL	CEO/President	Sell	$2.00M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	11
2024 Q3	-	4
2024 Q2	-	12
2024 Q1	-	14
2023 Q4	-	7

SNEX Ownership FAQ

Who Owns StoneX Group?

StoneX Group shareholders are primarily institutional investors at 80.72%, followed by 13.86% insiders and 5.42% retail investors. The average institutional ownership in StoneX Group's industry, Capital Markets Stocks, is 43.37%, which StoneX Group exceeds.

Who owns the most shares of StoneX Group?

StoneX Group’s largest shareholders are Blackrock (4.23M shares, 13.90%), Vanguard group (1.89M shares, 6.19%), and Van berkom & associates (1.42M shares, 4.64%). Together, they hold 24.74% of StoneX Group’s total shares outstanding.

Does Blackrock own StoneX Group?

Yes, BlackRock owns 13.90% of StoneX Group, totaling 4.23M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 318.93M$. In the last quarter, BlackRock decreased its holdings by -37.263K shares, a -0.87% change.

Who is StoneX Group’s biggest shareholder by percentage of total assets invested?

Nine ten capital management is StoneX Group’s biggest shareholder by percentage of total assets invested, with 12.83% of its assets in 442.49K StoneX Group shares, valued at 33.32M$.

Who is the top mutual fund holder of StoneX Group shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of StoneX Group shares, with 5.71% of its total shares outstanding invested in 1.82M StoneX Group shares.

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