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 quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q2 2026 | 1 | $690,381 | 5,826 |
| Q1 2026 | 3 | $5,467,627 | 67,795 |
| Q4 2025 | 2 | $2,573,457 | 27,052 |
| Q3 2025 | 3 | $2,338,922 | 23,176 |
| Q2 2025 | 3 | $14,752,558 | 161,867 |
| Q1 2025 | 3 | $13,496,958 | 176,708 |
| Q4 2024 | 1 | $10,232,379 | 104,444 |
| Q3 2024 | 1 | $6,463,935 | 78,944 |
| Q2 2024 | 2 | $18,130,431 | 240,744 |
| Q1 2024 | 2 | $7,911,392 | 214,144 |
| Q4 2023 | 2 | $12,187,749 | 243,544 |
| Q3 2023 | 2 | $15,413,178 | 188,897 |
Related SNEX Institutional Insights:
- SNEX Institutional Ownership & Insiders Activity
- SNEX Institutional Ownership & 13F Activity
- SNEX Top Institutional Shareholders
- SNEX Institutional Buying Activity
- SNEX Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- SNEX Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings