STONEX GROUP INC (SNEX) Institutional Ownership

SNEX is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.38M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $690,381 in its June 30, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's SNEX position is now estimated to be worth approximately $388,739.85, representing an estimated loss of -43.69% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, Renaissance Technologies LLC, Bares Capital Management, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks fund ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward STONEX GROUP INC (SNEX).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q2 20261$690,3815,826
Q1 20263$5,467,62767,795
Q4 20252$2,573,45727,052
Q3 20253$2,338,92223,176
Q2 20253$14,752,558161,867
Q1 20253$13,496,958176,708
Q4 20241$10,232,379104,444
Q3 20241$6,463,93578,944
Q2 20242$18,130,431240,744
Q1 20242$7,911,392214,144
Q4 20232$12,187,749243,544
Q3 20232$15,413,178188,897