Standex Ownership | Who Owns Standex?

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Standex Ownership Summary

Standex is owned by 93.10% institutional investors, 1.76% insiders, and 5.14% retail investors. Blackrock is the largest institutional shareholder, holding 14.90% of SXI shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.34% of its assets in Standex shares.

SXI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Standex	93.10%	1.76%	5.14%
Sector	Industrials Stocks	62.82%	10.55%	26.63%
Industry	Industrial Machinery Stocks	76.77%	7.61%	15.61%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	1.75M	14.90%	$282.63M
Vanguard group	1.39M	11.81%	$224.13M
Neuberger berman group	850.50K	7.22%	$137.06M
Champlain investment partners	642.78K	5.46%	$103.58M
Silvercrest asset management group	571.74K	4.86%	$92.14M
Copeland capital management	551.96K	4.69%	$88.95M
State street	462.31K	3.93%	$74.50M
Dimensional fund advisors lp	457.92K	3.89%	$73.79M
Wasatch advisors lp	369.30K	3.14%	$59.51M
Geode capital management	299.10K	2.54%	$48.21M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Copeland capital management	551.96K	1.66%	$88.95M
Leeward investments, llc - ma	132.05K	0.98%	$21.28M
White pine capital	13.83K	0.84%	$2.23M
Champlain investment partners	642.78K	0.64%	$103.58M
Silvercrest asset management group	571.74K	0.63%	$92.14M
Meadowbrook investment advisors	2.89K	0.44%	$466.21K
Teton advisors	6.40K	0.43%	$1.03M
Bryn mawr trust	61.67K	0.38%	$9.94M
Wasatch advisors lp	369.30K	0.32%	$59.51M
Knights of columbus asset advisors	27.88K	0.29%	$4.49M

Top Buyers

Holder	Shares	% Assets	Change
Ameriprise financial	248.02K	0.01%	138.34K
Wasatch advisors lp	369.30K	0.32%	80.83K
Norges bank	64.86K	0.00%	64.86K
Silvercrest asset management group	571.74K	0.63%	56.37K
Millennium management	26.68K	0.00%	26.68K

Top Sellers

Holder	Shares	% Assets	Change
Anchor capital management company	-	-	-67.84K
Allspring global investments	52.49K	0.01%	-49.68K
Nicholas investment partners, lp	-	-	-48.52K
Cerity partners	6.68K	0.00%	-48.28K
Blackrock	1.75M	0.01%	-46.09K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	64.86K	0.00%	64.86K	$10.45M
Corebridge financial	6.76K	0.01%	6.76K	$1.09M
Mirae asset global etfs	6.04K	0.00%	6.04K	$973.35K
Level four advisory services	5.69K	0.04%	5.69K	$917.65K
Avantax advisory services	4.22K	0.00%	4.22K	$679.73K

Sold Out

Holder	Change
Quest partners	-7.00
Innealta capital	-9.00
Nelson, van denburg & campbell wealth management group	-11.00
Harbor investment advisory	-13.00
Nverses capital	-100.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	235	-0.42%	10,973,527	-1.54%	93	1.04%	106	-	77	-6.10%
Jun 30, 2024	228	-7.69%	11,131,037	-0.11%	94	1.06%	100	-13.04%	81	-8.99%
Mar 31, 2024	247	10.76%	11,142,941	3.96%	94	1.15%	115	16.16%	89	5.95%
Dec 31, 2023	223	-1.33%	10,718,268	0.67%	90	1.11%	99	-1.00%	84	-3.45%
Sep 30, 2023	226	7.11%	10,646,593	0.34%	90	1.12%	100	12.36%	87	-4.40%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	765.97K	6.34%	378.00
Neuberger Berman Genesis Inv	588.59K	4.94%	30.23K
Champlain Small Company Fund, LLC	415.05K	3.44%	9.77K
Vanguard Total Stock Mkt Idx Inv	379.27K	3.14%	-3.29K
iShares Russell 2000 ETF	322.33K	2.67%	-672.00
Vanguard Small Cap Index	296.95K	2.46%	600.00
FullerThaler Behavioral Sm-Cp Eq R6	209.13K	1.76%	3.20K
FullerThaler Behavioral Small-Cap Equity	209.13K	1.76%	-
Champlain Small Company Adv	210.00K	1.74%	-50.00K
Vanguard Small Cap Value Index Inv	200.87K	1.66%	-68.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 20, 2024	Sarcevic Ademir	Vice President/CFO/Treasurer	Sell	$319.70K
Nov 11, 2024	HANSEN THOMAS J	-	Sell	$349.50K
Nov 04, 2024	Sarcevic Ademir	Vice President/CFO/Treasurer	Sell	$690.25K
May 09, 2024	CANNON CHARLES H JR	-	Sell	$437.94K
May 09, 2024	CANNON CHARLES H JR	-	Sell	$437.94K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	3
2024 Q3	-	-
2024 Q2	-	2
2024 Q1	-	9
2023 Q4	-	1

SXI Ownership FAQ

Who Owns Standex?

Standex shareholders are primarily institutional investors at 93.10%, followed by 1.76% insiders and 5.14% retail investors. The average institutional ownership in Standex's industry, Industrial Machinery Stocks, is 76.77%, which Standex exceeds.

Who owns the most shares of Standex?

Standex’s largest shareholders are Blackrock (1.75M shares, 14.90%), Vanguard group (1.39M shares, 11.81%), and Neuberger berman group (850.5K shares, 7.22%). Together, they hold 33.94% of Standex’s total shares outstanding.

Does Blackrock own Standex?

Yes, BlackRock owns 14.90% of Standex, totaling 1.75M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 282.63M$. In the last quarter, BlackRock decreased its holdings by -46.091K shares, a -2.56% change.

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

Copeland capital management is Standex’s biggest shareholder by percentage of total assets invested, with 1.66% of its assets in 551.96K Standex shares, valued at 88.95M$.

Who is the top mutual fund holder of Standex shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Standex shares, with 6.34% of its total shares outstanding invested in 765.97K Standex shares.

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