Who owns StoneX Group (SNEX)
Which tracked institutional funds hold SNEX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SNEX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SNEX is one-sided between 2026-Q1 and 2026-Q2: 203 added or opened and 57 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SNEX’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SNEX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SNEX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 434 tracked filers holding SNEX, 258 increased or opened the position and 195 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SNEX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 40
- NORGES BANK$146M
- WASATCH ADVISORS LP$140M
- Jupiter Topco LLC$17M
- Apollon Wealth Management, LLC$13M
- Swedbank AB$11M
- ExodusPoint Capital Management, LP$8M
Full exits 32
- T. Rowe Price Investment Management, Inc.$203M
- Van Berkom & Associates Inc.$112M
- LORD, ABBETT & CO. LLC$35M
- PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25M
- Private Capital Management, LLC$19M
- BESSEMER GROUP INC$16M
Largest adds
- BlackRock, Inc.$552M
- VANGUARD PORTFOLIO MANAGEMENT LLC$173M
- VANGUARD CAPITAL MANAGEMENT LLC$136M
- JACOBS LEVY EQUITY MANAGEMENT, INC$126M
- STATE STREET CORP$119M
- PRICE T ROWE ASSOCIATES INC /MD/$89M
Largest trims
- Nine Ten Capital Management LLC$37M
- Champlain Investment Partners, LLC$15M
- Motley Fool Wealth Management, LLC$14M
- AMERIPRISE FINANCIAL INC$12M
- Rockefeller Capital Management L.P.$9M
- Man Group plc$8M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 11,340,734 | $1.3B | 19.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 4,003,159 | $474M | 6.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,203,895 | $380M | 5.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 3,118,162 | $370M | 5.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 2,962,664 | $351M | 5.0% | 2026-Q2 |
| STATE STREET CORP added | 2,901,690 | $344M | 4.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,081,459 | $247M | 3.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,652,900 | $196M | 2.8% | 2026-Q2 |
| AltraVue Capital, LLC trimmed | 1,377,144 | $163M | 2.3% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 1,295,654 | $154M | 2.2% | 2026-Q2 |
| NORGES BANK added | 1,234,843 | $146M | 2.1% | 2026-Q2 |
| WASATCH ADVISORS LP new | 1,179,158 | $140M | 2.0% | 2026-Q2 |
| MORGAN STANLEY added | 975,732 | $116M | 1.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 914,634 | $108M | 1.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 905,001 | $105M | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 878,340 | $104M | 1.5% | 2026-Q2 |
| Driehaus Capital Management LLC added | 875,452 | $104M | 1.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 829,108 | $98M | 1.4% | 2026-Q2 |
| Invesco Ltd. added | 788,826 | $93M | 1.3% | 2026-Q2 |
| Boston Partners trimmed | 725,173 | $85M | 1.2% | 2026-Q2 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. trimmed | 694,090 | $82M | 1.2% | 2026-Q2 |
| FMR LLC added | 676,015 | $80M | 1.1% | 2026-Q2 |
| HENNESSY ADVISORS INC trimmed | 564,600 | $67M | 1.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 507,822 | $60M | 0.9% | 2026-Q2 |
| Nuveen, LLC added | 492,320 | $58M | 0.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 478,887 | $57M | 0.8% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 451,876 | $54M | 0.8% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 449,798 | $56M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 433,506 | $51M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 432,524 | $51M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 425,570 | $50M | 0.7% | 2026-Q2 |
| Candriam S.C.A. added | 389,399 | $46M | 0.7% | 2026-Q2 |
| WOODMONT INVESTMENT COUNSEL LLC trimmed | 317,920 | $38M | 0.5% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 315,974 | $37M | 0.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 310,357 | $37M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 304,682 | $36M | 0.5% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 304,383 | $36M | 0.5% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 293,020 | $35M | 0.5% | 2026-Q2 |
| Empowered Funds, LLC added | 289,293 | $34M | 0.5% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 284,166 | $34M | 0.5% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 282,997 | $34M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 281,434 | $33M | 0.5% | 2026-Q2 |
| Mariner, LLC added | 278,016 | $33M | 0.5% | 2026-Q2 |
| Tidal Investments LLC trimmed | 277,160 | $33M | 0.5% | 2026-Q2 |
| ASHFORD CAPITAL MANAGEMENT INC trimmed | 276,036 | $33M | 0.5% | 2026-Q2 |
| Champlain Investment Partners, LLC trimmed | 236,759 | $28M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 232,643 | $28M | 0.4% | 2026-Q2 |
| Perpetual Ltd trimmed | 219,124 | $26M | 0.4% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 212,055 | $25M | 0.4% | 2026-Q2 |
| Motley Fool Asset Management LLC trimmed | 200,904 | $24M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 187,226 | $22M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 183,386 | $22M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 181,491 | $22M | 0.3% | 2026-Q2 |
| Aberdeen Group plc trimmed | 177,568 | $21M | 0.3% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 176,007 | $21M | 0.3% | 2026-Q2 |
| Legal & General Group Plc added | 163,250 | $19M | 0.3% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 158,989 | $19M | 0.3% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 147,764 | $18M | 0.2% | 2026-Q2 |
| Jupiter Topco LLC new | 145,448 | $17M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 144,749 | $17M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 142,163 | $17M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 141,774 | $17M | 0.2% | 2026-Q2 |
| Legato Capital Management LLC trimmed | 135,460 | $16M | 0.2% | 2026-Q2 |
| Hiddenite Capital Partners LP | 133,389 | $16M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 131,645 | $16M | 0.2% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 130,331 | $15M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 129,006 | $15M | 0.2% | 2026-Q2 |
| 12th Street Asset Management Company, LLC trimmed | 120,677 | $14M | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 119,396 | $14M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 113,288 | $13M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 112,471 | $13M | 0.2% | 2026-Q2 |
| Apollon Wealth Management, LLC new | 106,259 | $13M | 0.2% | 2026-Q2 |
| Phocas Financial Corp. trimmed | 103,699 | $12M | 0.2% | 2026-Q2 |
| IBEX WEALTH ADVISORS added | 103,473 | $12M | 0.2% | 2026-Q2 |
| BURNEY CO/ added | 97,454 | $12M | 0.2% | 2026-Q2 |
| Swedbank AB new | 97,000 | $11M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 93,940 | $8M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 88,007 | $10M | 0.1% | 2026-Q2 |
| Nine Ten Capital Management LLC trimmed | 84,679 | $10M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 84,224 | $10M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 82,370 | $10M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 82,192 | $10M | 0.1% | 2026-Q2 |
| Jefferson Bridge Capital, LLC trimmed | 81,970 | $10M | 0.1% | 2026-Q2 |
| TD Asset Management Inc trimmed | 81,678 | $10M | 0.1% | 2026-Q2 |
| WINTON GROUP Ltd added | 81,529 | $10M | 0.1% | 2026-Q2 |
| OP Asset Management Ltd trimmed | 75,425 | $9M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 73,062 | $9M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 69,732 | $8M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 68,792 | $8M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 66,881 | $8M | 0.1% | 2026-Q2 |
| Generali Investments CEE, investicni spolecnost, a.s. new | 59,725 | $7M | 0.1% | 2026-Q2 |
| CHATHAM CAPITAL GROUP, INC. trimmed | 59,012 | $7M | 0.1% | 2026-Q2 |
| Walleye Capital LLC added | 57,186 | $7M | 0.1% | 2026-Q2 |
| Harvest Investment Services, LLC added | 56,938 | $7M | 0.1% | 2026-Q2 |
| CREDIT AGRICOLE S A | 55,948 | $7M | 0.1% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 53,639 | $6M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 52,624 | $6M | 0.1% | 2026-Q2 |
| Polar Capital Holdings Plc trimmed | 51,876 | $6M | 0.1% | 2026-Q2 |
| Convergence Investment Partners, LLC added | 50,654 | $6M | 0.1% | 2026-Q2 |
| Creative Planning added | 50,652 | $6M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.