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SNEX — STONEX GROUP INC

Reported value held$3.24B
Funds holding (latest)42
SectorFinancials
Funds holding (Q2 2026)36
Institutional value$2.85B · 27.15M sh
New / Add / Cut / Exit4 / 24 / 8 / 3
Top-5 / Top-10 concentration68.8% / 83.9%
Institutional holdings change Accumulating +12.7% (+3.06M sh)
Institutional value change Up +71.1%

As of Q2 2026, 36 SEC-registered investment managers reported holding SNEX (STONEX GROUP INC) in their latest 13F filings, with a combined reported value of $2.85B across 27.15M shares. That is +12.7% by share count (+3.06M shares) versus the previous quarter, while reported value moved +71.1%. Ownership is concentrated: the five largest holders account for 68.8% of reported value and the top ten for 83.9%.

Compared with the prior quarter, 4 opened new positions, 24 added to existing stakes, 8 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

SNEX is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 11.34M $1.34B 0.02% Add
Vanguard Group history Q4 2025 4.03M $383.52M 0.01% Hold
Geode Capital Management history Q2 2026 2.08M $246.69M 0.01% Add
Norges Bank Investment Management history Q2 2026 1.23M $146.33M 0.01% Add
Morgan Stanley history Q2 2026 975.73K $115.62M 0.01% Add
JPMorgan Chase & Co history Q2 2026 905.00K $105.23M 0.01% New
Northern Trust Corp history Q2 2026 878.34K $104.08M 0.01% Add
Charles Schwab Investment Management history Q2 2026 829.11K $98.25M 0.01% Add
Invesco Ltd history Q2 2026 788.83K $93.48M 0.01% Add
Fidelity Management & Research (FMR) history Q2 2026 676.01K $80.11M 0.00% Add
Principal Global Investors history Q2 2026 451.88K $53.55M 0.03% Add
Bank of America Corp history Q2 2026 433.51K $51.37M 0.00% Reduce
BNY Mellon history Q2 2026 432.52K $51.25M 0.01% Add
Goldman Sachs Group history Q2 2026 425.57K $50.43M 0.01% Reduce
Franklin Resources history Q2 2026 310.36K $36.78M 0.01% Add
Renaissance Technologies history Q2 2026 284.17K $33.67M 0.05% Add
PSP Investments history Q2 2026 283.00K $33.54M 0.09% Reduce
UBS Group AG history Q2 2026 281.43K $33.35M 0.00% Reduce
Wells Fargo & Co history Q2 2026 232.64K $27.57M 0.01% Add
Citigroup Inc history Q2 2026 187.23K $22.19M 0.01% Add

View all 42 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 4.38M 4.45M 6.58M 6.44M 6.67M 6.99M 11.01M 11.34M
Geode Capital Management 323.63K 287.76K 301.12K 303.69K 310.76K 321.94K 343.40K 358.14K 372.09K 586.95K 614.34K 653.49K 671.26K 677.33K 1.09M 1.09M 1.14M 1.21M 1.99M 2.08M
Norges Bank Investment Management — — — — — 10.80K — — — 31.10K — — — 107.70K — — — 233.02K — 1.23M
Morgan Stanley 61.10K 73.01K 74.48K 149.33K 199.51K 210.98K 205.75K 153.44K 209.27K 393.78K 476.50K 418.65K 416.29K 414.91K 642.59K 760.05K 601.94K 656.79K 948.50K 975.73K
JPMorgan Chase & Co 19.19K 18.32K 15.24K 19.00K 42.87K 150.65K 136.81K 174.31K 166.16K 200.31K 200.21K 189.19K 161.19K 329.29K 356.24K 612.33K 758.39K 735.93K — 905.00K
Northern Trust Corp 227.59K 225.27K 221.41K 220.60K 219.78K 220.26K 218.95K 228.88K 230.24K 350.86K 304.94K 297.04K 305.21K 335.46K 510.91K 515.90K 523.25K 566.64K 867.01K 878.34K
Charles Schwab Investment Management 117.89K 119.75K 124.60K 122.24K 127.40K 130.46K 151.31K 152.44K 159.38K 245.46K 277.50K 293.88K 270.05K 282.91K 441.98K 475.10K 509.56K 536.67K 801.76K 829.11K
Invesco Ltd 171.14K 108.41K 103.92K 213.93K 224.97K 193.77K 202.17K 182.07K 173.75K 305.05K 280.51K 329.84K 435.80K 371.59K 569.52K 470.27K 541.08K 611.97K 751.90K 788.83K
Fidelity Management & Research (FMR) 254 254 521.27K 571.86K 557.82K 436.92K 282.75K 258.56K 233.19K 197.60K 172.06K 143.25K 149.37K 196.91K 74.03K 3.12K 135.39K 184.80K 381.72K 676.01K
Principal Global Investors 115.01K 112.28K 113.14K 294.25K 347.17K 332.24K 308.14K 306.17K 302.40K 233.09K 140.93K 134.66K 149.44K 156.52K 245.15K 266.20K 269.47K 291.86K 440.54K 451.88K
Bank of America Corp 23.08K 27.79K 18.96K 7.08K 12.61K 23.28K 25.18K 19.63K 40.77K 59.58K 54.37K 65.22K 53.23K 50.68K 108.02K 180.46K 155.48K 215.39K 464.48K 433.51K
BNY Mellon 174.91K 164.24K 172.39K 166.66K 170.09K 178.91K 166.91K 155.33K 151.16K 225.46K 218.31K 222.17K 198.53K 195.34K 287.63K 298.02K 300.09K 276.81K 410.20K 432.52K
Goldman Sachs Group 32.26K 27.50K 44.30K 52.72K 65.41K 60.75K 114.12K 82.28K 84.14K 132.11K 209.97K 196.93K 179.51K 211.90K 225.71K 168.90K 160.31K 387.27K 468.59K 425.57K
Franklin Resources — — — — — — — — 2.09K — 25.45K 24.77K 24.24K 27.89K 32.23K 54.81K 54.01K 53.02K 83.20K 310.36K
Renaissance Technologies 8.70K 8.46K — 3.60K 48.36K 29.60K 19.70K 45.60K 29.90K 78.54K 101.64K 98.24K 78.94K 104.44K 63.52K 58.66K — — 8.07K 284.17K
PSP Investments 35.52K 34.30K 31.93K 31.77K 31.57K 31.33K 30.87K 31.30K 22.10K 55.67K 55.67K 59.96K 59.96K 70.75K 261.82K 274.86K 306.80K 202.80K 316.32K 283.00K
UBS Group AG 1.60K 8.28K 4.97K 2.24K 2.32K 7.58K 7.76K 14.14K 2.28K 20.45K 22.67K 8.43K 46.09K 103.55K 122.80K 130.32K 245.61K 183.05K 374.18K 281.43K
Wells Fargo & Co 15.44K 20.95K 22.99K 7.23K 11.55K 10.96K 4.81K 8.57K 5.00K 9.09K 11.74K 14.80K 16.45K 22.00K 48.96K 70.49K 62.49K 98.79K 148.59K 232.64K
Citigroup Inc 8.97K 12.91K 14.84K 10.23K 10.97K 15.75K 10.70K 15.96K 9.82K 23.56K 27.29K 31.27K 47.60K 49.64K 75.82K 76.25K 84.45K 94.08K 162.09K 187.23K
Royce & Associates 143.37K 152.67K 135.57K 135.17K 131.17K 126.07K 113.30K 93.60K 92.30K 113.62K 113.62K 111.62K 154.74K 148.03K 204.88K 152.17K 111.47K 100.37K 177.71K 176.01K

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