STONEX GROUP INC (SNEX) Institutional Ownership Changes & 13F Activity
STONEX GROUP INC (SNEX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jacobs Levy Equity Management, Inc, Ameriprise Financial Inc, Invesco Ltd., Nine Ten Capital Management Llc, and Price T Rowe Associates Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | Buy | +5,322 | +14.7% | 41,641 | $4.93M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -460 | -20.9% | 1,746 | $206.90K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -19,886 | -72.9% | 7,379 | $874.41K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -1,253 | -28.8% | 3,098 | $367.12K | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Buy | +4,781 | +6.2% | 82,192 | $9.74M | Q2 2026 | Aug 24, 2026 |
| Ashford Capital Management Inc | Sell | -190,594 | -40.8% | 276,036 | $32.71M | Q2 2026 | Aug 21, 2026 |
| Rehmann Capital Advisory Group | Buy | +1,884 | — | 1,884 | $223.02K | Q2 2026 | Aug 20, 2026 |
| Kingsview Wealth Management, Llc | Buy | +2,517 | — | 2,517 | $298.20K | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Sell | -162 | -1.3% | 12,426 | $1.47M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +3,460 | — | 3,460 | $410.01K | Q2 2026 | Aug 18, 2026 |
| Empowered Funds, Llc | Buy | +258,759 | +847.4% | 289,293 | $34.28M | Q2 2026 | Aug 17, 2026 |
| Yukon Wealth Management, Inc. | Buy | +3,681 | — | 3,681 | $436.20K | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Buy | +1,371 | +33.0% | 5,530 | $655.30K | Q2 2026 | Aug 17, 2026 |
| Capstone Investment Advisors, Llc | Buy | +1,200 | +44.9% | 3,870 | $458.60K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +501 | +29.7% | 2,186 | $259.07K | Q2 2026 | Aug 17, 2026 |
| Jacobs Levy Equity Management, Inc | Buy | +951,087 | +276.0% | 1,295,654 | $153.53M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +914,634 | — | 914,634 | $108.38M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +788,826 | — | 788,826 | $93.48M | Q2 2026 | Aug 14, 2026 |
| Nine Ten Capital Management Llc | Sell | -495,300 | -85.4% | 84,679 | $10.03M | Q2 2026 | Aug 14, 2026 |
| Price T Rowe Associates Inc | Sell | -353,836 | -10.2% | 3,118,162 | $369.50M | Q2 2026 | Aug 14, 2026 |
| Punch & Associates Investment Management, Inc. | Sell | -249,489 | -26.4% | 694,090 | $82.25M | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | Sell | -170,930 | -6.8% | 2,340,262 | $277.32M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +120,226 | +65.2% | 304,682 | $36.10M | Q2 2026 | Aug 14, 2026 |
| Man Group Plc | Sell | -109,836 | -78.8% | 29,495 | $3.50M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +84,057 | +56.6% | 232,643 | $27.57M | Q2 2026 | Aug 14, 2026 |
| Exoduspoint Capital Management, Lp | Buy | +66,881 | — | 66,881 | $7.93M | Q2 2026 | Aug 14, 2026 |
| Sei Investments Co | Buy | +63,057 | +77.2% | 144,749 | $17.15M | Q2 2026 | Aug 14, 2026 |
| Polar Capital Holdings Plc | Sell | -50,136 | -49.1% | 51,876 | $6.15M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -43,016 | -9.2% | 425,570 | $50.43M | Q2 2026 | Aug 14, 2026 |
| Csm Advisors, Llc | Sell | -33,134 | -31.1% | 73,426 | $8.70M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about SNEX activity
Which institutional owners are buying SNEX?
Institutional owners buying SNEX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SNEX activity?
"Buy" means an investor increased their reported position in SNEX compared to the prior reporting period. This reflects growing exposure to STONEX GROUP INC (SNEX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SNEX increasing?
Institutional interest in SNEX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related SNEX Institutional Insights
- SNEX Overview
- SNEX 13F Institutional Holders
- SNEX Top Institutional Shareholders
- 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
- SNEX Articles
- Top Institutional Investor Stock Rankings