Stonex Group Inc (SNEX) Ownership

69.68 ↑0.42 (0.61%)
As of March 1, 2024, 3:59pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Stonex Group Inc (SNEX), owning a total of 2.7 million shares. Combined, the top 30 institutional holders of SNEX own 50.23% of the company with a total of 15.1 million shares.

In the latest ownership report on December 31st 2023, the top 30 institutional holders decreased their combined ownership of SNEX by 352 thousand shares. 4 institutions bought 152,616 total additional shares and increased their ownership by an average of 14.69%. However 6 institutions sold 504,539 total shares and decreased their ownership by an average of 12.34%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Stonex Group decreased by a net total of -351,923 in the latest quarter.

Institution Ownership Chart

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Dimensional Fund Advisors, Inc.4.490%2.236%1,406,55330,7622023-12-31
Van Berkom and Associates Inc4.316%-10.086%1,352,243-151,6902023-12-31
Nine Ten Capital Management LLC3.044%-11.131%953,727-119,4582023-12-31
AltraVue Capital, LLC2.979%-0.206%933,244-1,9252023-12-31
Private Capital Management, LLC1.773%0.586%555,5723,2382023-12-31
T. Rowe Price Associates, Inc.1.434%-0.220%449,262-9922023-12-31
American Century Companies Inc1.137%20.679%356,31261,0562023-12-31
Wellington Management Company LLP0.805%-3.803%252,140-9,9682023-12-31
Principal Financial Group Inc0.744%-48.613%233,091-220,5062023-12-31
Assenagon Asset Management SA0.705%35.277%220,72557,5602023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc8.628%-2.442%2,702,962-67,6532023-09-30
Dimensional Fund Advisors, Inc.4.490%2.236%1,406,55330,7622023-12-31
Van Berkom and Associates Inc4.316%-10.086%1,352,243-151,6902023-12-31
Vanguard Group Inc3.910%-0.207%1,224,942-2,5442023-09-30
Nine Ten Capital Management LLC3.044%-11.131%953,727-119,4582023-12-31
AltraVue Capital, LLC2.979%-0.206%933,244-1,9252023-12-31
State Street Corporation2.124%4.234%665,41827,0302023-09-30
Private Capital Management, LLC1.773%0.586%555,5723,2382023-12-31
Punch & Associates Inv Mgmt Inc1.719%5.523%538,62128,1912023-09-30
T. Rowe Price Associates, Inc.1.434%-0.220%449,262-9922023-12-31
Geode Capital Management, LLC1.188%3.894%372,08913,9472023-09-30
American Century Companies Inc1.137%20.679%356,31261,0562023-12-31
Ashford Capital Management Inc0.816%1.670%255,7304,2002023-09-30
Wellington Management Company LLP0.805%-3.803%252,140-9,9682023-12-31
Rockefeller Capital Management L.P.0.786%6.182%246,36914,3442023-09-30
FMR Inc0.744%-9.809%233,195-25,3632023-09-30
Principal Financial Group Inc0.744%-48.613%233,091-220,5062023-12-31
Northern Trust Corp0.735%0.597%230,2411,3662023-09-30
Assenagon Asset Management SA0.705%35.277%220,72557,5602023-12-31
Morgan Stanley - Brokerage Accounts0.668%36.388%209,27455,8342023-09-30
Ameriprise Financial Inc0.660%-2.557%206,639-5,4232023-09-30
Boston Partners Global Investors, Inc0.630%-3.717%197,289-7,6162023-09-30
Millennium Management LLC0.931%15.362%192,51225,6362022-12-31
Amvescap Plc.0.876%-9.941%182,069-20,0972023-06-30
Bank of New York Mellon Corp0.862%5.183%178,9058,8152022-12-31
Shell Pensioenfonds Beheer B V0.846%-21.967%174,631-49,1612022-09-30
JPMorgan Chase & Co0.730%251.389%150,651107,7782022-12-31
Cove Street Capital, LLC0.667%-18.661%136,033-31,2082022-09-30
Royce & Associates, LP0.646%-2.959%131,173-4,0002022-09-30
Jacobs Levy Equity Management, Inc.0.637%21.281%129,26022,6812022-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Stonex Group Inc (SNEX), owning a total of 1.9 million shares. Combined, the top 36 mutual fund holders of SNEX own 40.67% of the company with a total of 11.4 million shares.

In the latest ownership report on January 31st 2024, the top 36 fund holders increased their combined ownership of SNEX by 152 thousand shares. 7 funds bought 166,565 total additional shares and increased their ownership by an average of 100.90%. However 4 funds sold 14,656 total shares and decreased their ownership by an average of 0.69%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Stonex Group increased by a net total of 151,909 in the latest report.

Mutual Funds Chart

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF5.916%0.085%1,853,5061,5702024-01-31
Vanguard Total Stock Mkt Idx Inv2.674%1.065%837,6138,8282024-01-31
iShares Russell 2000 ETF2.176%-1.790%681,663-12,4262024-01-31
Vanguard Institutional Extnd Mkt Idx Tr1.260%0.038%394,7051482024-01-31
iShares S&P Small-Cap 600 Value ETF1.070%-0.246%335,275-8282024-01-31
Avantis US Small Cap Value ETF1.003%0.755%314,2262,3562024-01-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.728%0.065%227,9641472024-01-31
iShares Russell 2000 Value ETF0.723%-0.190%226,611-4322024-01-31
Vanguard Tax-Managed Small Cap Adm0.669%0.000%209,57602024-01-31
SPDR® S&P 600 Small Cap Value ETF0.594%-0.519%186,087-9702024-01-31
Dimensional US Targeted Value ETF0.580%0.000%181,65802024-01-31
Columbia Small Cap Value II Inst0.553%703.098%173,180151,6162024-01-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.516%1.188%161,7961,9002024-01-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF5.916%0.085%1,853,5061,5702024-01-31
Sapphire Star Capital Small Cap Growth5.788%1,563,090.000%1,203,6591,203,5822023-06-30
Vanguard Total Stock Mkt Idx Inv2.674%1.065%837,6138,8282024-01-31
iShares Russell 2000 ETF2.176%-1.790%681,663-12,4262024-01-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.625%1.878%545,81110,0632023-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.260%0.038%394,7051482024-01-31
iShares S&P Small-Cap 600 Value ETF1.070%-0.246%335,275-8282024-01-31
T. Rowe Price Integrated US Sm Gr Eq1.044%0.000%327,15002023-12-31
Avantis US Small Cap Value ETF1.003%0.755%314,2262,3562024-01-31
iShares S&P Small-Cap 600 Growth ETF0.875%0.000%273,79502023-11-30
Fidelity Small Cap Index0.837%1.989%262,2045,1142023-11-30
Vanguard Extended Market Index Investor1.158%-0.018%240,878-442023-08-31
DFA US Targeted Value I0.754%0.000%236,04602023-12-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.728%0.065%227,9641472024-01-31
DFA US Micro Cap I0.724%0.000%226,75002023-12-31
iShares Russell 2000 Value ETF0.723%-0.190%226,611-4322024-01-31
DFA US Small Cap I0.714%-1.057%223,518-2,3882023-12-31
TRP Integrated US Small-Cap Gr Eq0.697%4.454%218,1009,3002023-09-30
Vanguard Tax-Managed Small Cap Adm0.669%0.000%209,57602024-01-31
Fidelity Small Cap Stock0.622%-26.115%194,797-68,8502023-11-30
SPDR® S&P 600 Small Cap Value ETF0.594%-0.519%186,087-9702024-01-31
Dimensional US Targeted Value ETF0.580%0.000%181,65802024-01-31
Fidelity® Small Cap Stock0.562%0.000%175,76502023-10-31
Columbia Small Cap Value II Inst0.553%703.098%173,180151,6162024-01-31
Fidelity® Small Cap Index0.548%2.805%171,3934,6772023-10-31
T. Rowe Price QM US Small-Cap Gr Eq0.792%0.000%163,600163,6002023-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.516%1.188%161,7961,9002024-01-31
Avantis® U.S. Small Cap Value ETF0.741%0.000%153,73802023-07-29
SPDR® S&P 600 Small Cap Growth ETF0.479%0.139%150,0312082023-11-30
BBH Partner Fund Small Cap Equity0.479%0.000%150,00002023-12-31
Fidelity Extended Market Index0.471%1.722%147,4452,4962023-12-31
Fidelity® Extended Market Index0.463%1.590%144,9492,2682023-11-30
Invesco S&P SmallCap Value with Momt ETF0.444%1.537%138,9362,1032023-11-30
Columbia Small Cap Value I0.472%3.488%97,9193,3002023-03-31
Fidelity® Small Cap Growth0.472%0.000%97,47602022-12-31
Columbia Small Cap Value I A0.451%-4.494%93,519-4,4002023-04-30

Discussions

Please log in or register to share your thoughts.

delaina

$SNEX i come here all weekend... every weekend. refresh refresh refresh. smh

0 Like Report
a

$SNEX we back

0 Like Report
micmic

$SNEX eyeing for a scalp

0 Like Report
bredjohnson

$SNEX Not Selling
Hodling for thousands!

0 Like Report
StocksOverBTC11

$SNEX when this finally break out we could see huge upside

0 Like Report