Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SNEX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11.0M | $888.2M | +57.5% | 13.896% | 0.02% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.7M | $301.7M | — | 4.720% | 0.02% |
| 3 | AMERICAN CENTURY COMPANIES INC | 3.4M | $274.1M | +66.6% | 4.288% | 0.14% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.0M | $244.0M | — | 3.817% | 0.01% |
| 5 | STATE STREET CORP | 2.8M | $224.4M | +52.0% | 3.511% | 0.01% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 2.1M | $170.0M | +50.2% | 2.660% | 0.04% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.0M | $160.8M | +64.4% | 2.515% | 0.01% |
| 8 | AltraVue Capital, LLC | 1.6M | $131.4M | +24.2% | 2.055% | 11.32% |
| 9 | AMERIPRISE FINANCIAL INC | 1.5M | $120.0M | +36.8% | 1.877% | 0.03% |
| 10 | MORGAN STANLEY | 949K | $76.5M | +44.4% | 1.197% | 0.00% |
| 11 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 944K | $76.1M | +33.3% | 1.191% | 4.39% |
| 12 | NORTHERN TRUST CORP | 867K | $69.9M | +53.0% | 1.094% | 0.01% |
| 13 | DRIEHAUS CAPITAL MANAGEMENT LLC | 862K | $69.5M | +78.1% | 1.087% | 0.51% |
| 14 | Boston Partners | 840K | $68.2M | +41.7% | 1.060% | 0.07% |
| 15 | Rockefeller Capital Management L.P. | 810K | $65.3M | +32.6% | 1.022% | 0.12% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 802K | $64.7M | +49.4% | 1.012% | 0.01% |
| 17 | Invesco Ltd. | 752K | $60.6M | +22.9% | 0.949% | 0.01% |
| 18 | HENNESSY ADVISORS INC | 706K | $56.9M | +37.5% | 0.891% | 2.06% |
| 19 | Nine Ten Capital Management LLC | 580K | $46.8M | +45.9% | 0.732% | 14.86% |
| 20 | Champlain Investment Partners, LLC | 529K | $42.7M | +43.4% | 0.668% | 0.54% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 488K | $39.4M | — | 0.616% | 0.01% |
| 22 | GOLDMAN SACHS GROUP INC | 469K | $37.8M | +21.0% | 0.591% | 0.00% |
| 23 | ASHFORD CAPITAL MANAGEMENT INC | 467K | $37.6M | +56.4% | 0.589% | 4.65% |
| 24 | BANK OF AMERICA CORP /DE/ | 464K | $37.5M | +115.7% | 0.586% | 0.00% |
| 25 | PRINCIPAL FINANCIAL GROUP INC | 441K | $35.5M | +50.9% | 0.556% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SNEX — a direct measure of their conviction.
Filings activity in SNEX during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 380 | +6.4% | 42.84% | +9.07 pp | $4.44B | +27% |
| Q4 2025 | 357 | 0.8% | 33.77% | 1.29 pp | $3.50B | 3.7% |
| Q3 2025 | 360 | +4.7% | 35.06% | +5.17 pp | $3.63B | +17% |
| Q2 2025 | 344 | +10% | 29.89% | +4.56 pp | $3.10B | +18% |
| Q1 2025 | 312 | +10% | 25.33% | +4.55 pp | $2.62B | +22% |
| Q4 2024 | 283 | +9.7% | 20.78% | +3.81 pp | $2.15B | +22% |
| Q3 2024 | 258 | +2.8% | 16.97% | +1.30 pp | $1.76B | +8.3% |
| Q2 2024 | 251 | — | 15.67% | — | $1.62B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SNEX stock.
Based on Q1 2026 13F filings, institutional ownership of StoneX Group Inc. stands at 42.8%, held across 380 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SNEX, with approximately 11,012,451 shares worth $0.89B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of SNEX.
Our composite Smart Money Score for SNEX is 50 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
64 institutions opened new positions in SNEX during Q1 2026, while 41 fully exited. 270 added to existing positions and 44 trimmed.
SNEX institutional ownership rose by 9.07 percentage points quarter-over-quarter, with a net change of +23 holders.
The top 10 institutions account for 58.4% of all reported 13F value in SNEX, and the top 25 account for 76.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
StoneX Group Inc. (SNEX) Institutional Ownership