Standex Ownership | Who Owns Standex?

Overview Forecast RevenueFinancials Chart Transcripts

Standex Ownership Summary

Standex is owned by 51.57% institutional investors, 2.17% insiders, and 46.26% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.33% of SXI shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.18% of its assets in Standex shares.

SXI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Standex	51.57%	2.17%	46.26%
Sector	Industrials Stocks	50.81%	11.74%	37.45%
Industry	Industrial Machinery Stocks	57.70%	9.34%	32.96%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	1.81M	15.33%	$337.86M
Blackrock	1.75M	14.90%	$282.63M
Vanguard group	1.42M	12.04%	$265.28M
Neuberger berman group	909.03K	7.71%	$169.98M
Champlain investment partners	584.43K	4.96%	$109.28M
Silvercrest asset management group	571.74K	4.86%	$92.14M
Wasatch advisors lp	524.45K	4.45%	$98.07M
Copeland capital management	520.01K	4.41%	$97.24M
State street	462.31K	3.93%	$74.50M
Dimensional fund advisors lp	426.01K	3.61%	$79.66M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Copeland capital management	520.01K	1.81%	$97.24M
Leeward investments, llc - ma	122.52K	1.14%	$22.91M
White pine capital	15.37K	0.97%	$2.87M
Pflug koory	9.06K	0.86%	$1.70M
Champlain investment partners	584.43K	0.69%	$109.28M
Silvercrest asset management group	571.74K	0.63%	$92.14M
Wasatch advisors lp	524.45K	0.49%	$98.07M
Advantage alpha capital partners lp	10.66K	0.47%	$1.99M
Meadowbrook investment advisors	2.81K	0.47%	$525.07K
Wakefield asset management lllp	5.39K	0.34%	$1.01M

Top Buyers

Holder	Shares	% Assets	Change
Wasatch advisors lp	524.45K	0.49%	64.37K
Raymond james financial	60.41K	0.00%	60.41K
Silvercrest asset management group	571.74K	0.63%	56.37K
Ameriprise financial	346.63K	0.02%	46.87K
Bryn mawr capital management	43.21K	0.01%	43.21K

Top Sellers

Holder	Shares	% Assets	Change
Anchor capital management company	-	-	-67.84K
Nicholas investment partners, lp	-	-	-48.52K
Blackrock	1.75M	0.01%	-46.09K
Copeland capital management	520.01K	1.81%	-36.23K
Lord, abbett	-	-	-25.50K

New Positions

Holder	Shares	% Assets	Change	Value
Raymond james financial	60.41K	0.00%	60.41K	$11.30M
Bryn mawr capital management	43.21K	0.01%	43.21K	$200.64K
Norges bank	38.09K	0.00%	38.09K	$7.12M
Proficio capital partners	13.28K	0.00%	13.28K	$13.28K
Advantage alpha capital partners lp	10.66K	0.47%	10.66K	$1.99M

Sold Out

Holder	Change
Mendota financial group	-1.00
Innealta capital	-9.00
Nelson, van denburg & campbell wealth management group	-11.00
Harbor investment advisory	-13.00
Capital performance advisors llp	-14.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	145	-38.82%	6,078,589	-44.96%	51	0.59%	80	-25.23%	38	-51.28%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	735.67K	6.18%	464.00
Neuberger Berman Genesis Inv	588.59K	4.87%	-
Champlain Small Company Fund, LLC	417.94K	3.51%	-2.85K
Vanguard US Total Market Shares ETF	382.56K	3.22%	567.00
Vanguard Total Stock Mkt Idx Inv	380.25K	3.20%	400.00
Vanguard Small Cap Index	308.46K	2.59%	252.00
iShares Russell 2000 ETF	300.74K	2.53%	-2.58K
CT (Lux) Glb Smlr Coms IE	224.69K	1.89%	-
Champlain Small Company Adv	210.00K	1.76%	-
Wasatch Small Cap Value	206.33K	1.73%	31.97K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 12, 2025	Arets Max	VP; Chief Information Officer	Buy	$12.03K
Feb 10, 2025	Sarcevic Ademir	Vice President/CFO/Treasurer	Sell	$390.87K
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

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	-
2025 Q1	1	1
2024 Q4	-	3
2024 Q3	-	-
2024 Q2	-	2

SXI Ownership FAQ

Who Owns Standex?

Standex shareholders are primarily institutional investors at 51.57%, followed by 2.17% insiders and 46.26% retail investors. The average institutional ownership in Standex's industry, Industrial Machinery Stocks, is 57.70%, which Standex falls below.

Who owns the most shares of Standex?

Standex’s largest shareholders are Blackrock funding, inc. /de (1.81M shares, 15.33%), Blackrock (1.75M shares, 14.90%), and Vanguard group (1.42M shares, 12.04%). Together, they hold 42.26% 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 1.81% of its assets in 520.02K Standex shares, valued at 97.24M$.

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 6.18% of its total shares outstanding invested in 735.67K Standex shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools