StoneX Group Inc.
DE ˙ DB ˙ US8618961085
96,52 € ↑3,94 (4,26%)
2026-06-05
DEL PRIS
SecurityDE:I4F / StoneX Group Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership75,291 shares
Latest Disclosed Value $ 6,072,219
LPL Financial LLC reports 43.83% increase in ownership of I4F / StoneX Group Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 75,291 shares of StoneX Group Inc. (DE:I4F) valued at $5,119,788 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 52,346 shares of StoneX Group Inc.. This represents a change in shares of 43.83% during the quarter. The current value of the position is $7,267,087 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)
2026-05-06 2026-03-31 13F STONEX GROUP COM 861896108 75,291 22,945 43.83 6,072 21.95 0.0016
2026-02-11 2025-12-31 13F STONEX GROUP COM 861896108 52,346 375 0.72 4,980 -5.05 0.0014
2025-11-12 2025-09-30 13F STONEX GROUP COM 861896108 51,971 13,621 35.52 5,245 50.04 0.0015
2025-08-12 2025-06-30 13F STONEX GROUP COM 861896108 38,350 573 1.52 3,495 21.14 0.0012
2025-05-07 2025-03-31 13F STONEX GROUP COM 861896108 37,777 13,982 58.76 2,885 23.77 0.0011
2025-02-11 2024-12-31 13F STONEX GROUP COM 861896108 23,795 -853 -3.46 2,331 15.51 0.0009
2024-11-08 2024-09-30 13F STONEX GROUP COM 861896108 24,648 -2,633 -9.65 2,018 -1.75 0.0009
2024-08-07 2024-06-30 13F STONEX GROUP COM 861896108 27,281 4,368 19.06 2,055 27.66 0.0010
2024-05-10 2024-03-31 13F STONEX GROUP COM 861896108 22,913 307 1.36 1,610 -3.59 0.0009
2024-02-14 2023-12-31 13F STONEX GROUP COM 861896108 22,606 9,610 73.95 1,669 32.57 0.0010
2023-11-13 2023-09-30 13F STONEX GROUP COM 861896108 12,996 -29 -0.22 1,260 16.36 0.0009
2023-07-31 2023-06-30 13F STONEX GROUP COM 861896108 13,025 1,413 12.17 1,082 -9.98 0.0008
2023-05-10 2023-03-31 13F STONEX GROUP COM 861896108 11,612 -666 -5.42 1,202 2.74 0.0009
2023-02-07 2022-12-31 13F STONEX GROUP COM 861896108 12,278 161 1.33 1,170 16.42 0.0010
2022-11-14 2022-09-30 13F STONEX GROUP COM 861896108 12,117 -572 -4.51 1,005 1.41 0.0010
2022-08-12 2022-06-30 13F STONEX GROUP COM 861896108 12,689 -48 -0.38 991 4.87 0.0009
2022-05-16 2022-03-31 13F STONEX GROUP COM 861896108 12,737 1,131 9.74 945 32.91 0.0008
2022-02-14 2021-12-31 13F STONEX GROUP COM 861896108 11,606 -13,291 -53.38 711 -56.67 0.0006
2021-11-15 2021-09-30 13F STONEX GROUP COM 861896108 24,897 14,135 131.34 1,641 151.30 0.0015
2021-08-13 2021-06-30 13F STONEX GROUP COM 861896108 10,762 10,762 653 0.0007
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.