StoneX Group Inc.
DE ˙ DB ˙ US8618961085
96,52 € ↑3,94 (4,26%)
2026-06-05
DEL PRIS
SecurityDE:I4F / StoneX Group Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership2,107,795 shares
Latest Disclosed Value $ 169,976,087
Dimensional Fund Advisors Lp reports 50.20% increase in ownership of I4F / StoneX Group Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 2,107,795 shares of StoneX Group Inc. (DE:I4F) valued at $143,330,060 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,403,302 shares of StoneX Group Inc.. This represents a change in shares of 50.20% during the quarter. The current value of the position is $203,444,373 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F STONEX GROUP COM 861896108 2,107,795 704,493 50.20 169,976 27.32 0.0353
2026-02-12 2025-12-31 13F STONEX GROUP COM 861896108 1,403,302 -13,693 -0.97 133,507 -6.64 0.0280
2025-11-12 2025-09-30 13F STONEX GROUP COM 861896108 1,416,995 -232,168 -14.08 143,003 -4.86 0.0307
2025-08-12 2025-06-30 13F STONEX GROUP COM 861896108 1,649,163 -274,331 -14.26 150,306 2.31 0.0348
2025-05-13 2025-03-31 13F STONEX GROUP COM 861896108 1,923,494 567,196 41.82 146,915 10.57 0.0365
2025-02-13 2024-12-31 13F STONEX GROUP COM 861896108 1,356,298 -27,368 -1.98 132,877 17.28 0.0319
2024-11-07 2024-09-30 13F STONEX GROUP COM 861896108 1,383,666 -27,068 -1.92 113,295 6.64 0.0275
2024-08-09 2024-06-30 13F STONEX GROUP COM 861896108 1,410,734 -6,070 -0.43 106,238 6.72 0.0277
2024-05-10 2024-03-31 13F STONEX GROUP COM 861896108 1,416,804 10,251 0.73 99,545 -4.14 0.0270
2024-02-07 2023-12-31 13F STONEX GROUP COM 861896108 1,406,553 489,359 53.35 103,845 16.82 0.0303
2023-11-09 2023-09-30 13F STONEX GROUP COM 861896108 917,194 27,007 3.03 88,897 20.20 0.0292
2023-08-09 2023-06-30 13F STONEX GROUP COM 861896108 890,187 29,062 3.37 73,957 -17.04 0.0236
2023-05-12 2023-03-31 13F STONEX GROUP COM 861896108 861,125 10,038 1.18 89,149 109,960.49 0.0300
2023-02-09 2022-12-31 13F STONEX GROUP COM 861896108 851,087 8,931 1.06 81 -99.88 0.0240
2022-11-10 2022-09-30 13F STONEX GROUP COM 861896108 842,156 -4,868 -0.57 69,848 5.63 0.0268
2022-08-12 2022-06-30 13F STONEX GROUP COM 861896108 847,024 10,699 1.28 66,126 6.51 0.0237
2022-05-13 2022-03-31 13F STONEX GROUP COM 861896108 836,325 5,548 0.67 62,082 22.00 0.0191
2022-02-09 2021-12-31 13F STONEX GROUP COM 861896108 830,777 7,222 0.88 50,886 -6.24 0.0154
2021-11-12 2021-09-30 13F STONEX GROUP COM 861896108 823,555 509 0.06 54,272 8.68 0.0175
2021-08-12 2021-06-30 13F STONEX GROUP COM 861896108 823,046 -14,108 -1.69 49,937 -9.07 0.0158
2021-05-14 2021-03-31 13F STONEX GROUP COM 861896108 837,154 -40,063 -4.57 54,918 8.13 0.0182
2021-03-08 2020-12-31 13F/A-2 STONEX GROUP COM 861896108 877,217 -19,572 -2.18 50,790 10.70 0.0183
2021-02-11 2020-12-31 13F STONEX GROUP COM 861896108 877,217 -19,572 50,790 18,342.6484
2020-11-12 2020-09-30 13F STONEX GROUP COM 861896108 896,789 896,789 45,879 0.0195
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.