StoneX Group Inc.
DE ˙ DB ˙ US8618961085
91,48 € ↓ -6,42 (-6,56%)
2026-06-03
DEL PRIS
SecurityDE:I4F / StoneX Group Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership948,503 shares
Latest Disclosed Value $ 76,496,974
Morgan Stanley reports 44.41% increase in ownership of I4F / StoneX Group Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 948,503 shares of StoneX Group Inc. (DE:I4F) valued at $64,498,204 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 656,791 shares of StoneX Group Inc.. This represents a change in shares of 44.41% during the quarter. The current value of the position is $86,769,054 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)
2026-05-15 2026-03-31 13F STONEX GROUP COM 861896108 948,503 291,712 44.41 76,497 22.43 0.0046
2026-05-27 2025-12-31 13F/A-1 STONEX GROUP COM 861896108 656,791 54,851 9.11 62,481 2.85 0.0037
2026-02-13 2025-12-31 13F STONEX GROUP COM 861896108 656,791 54,851 62,481 0.0037
2026-05-27 2025-09-30 13F/A-1 STONEX GROUP COM 861896108 601,940 -158,111 -20.80 60,748 -12.31 0.0037
2025-11-14 2025-09-30 13F STONEX GROUP COM 861896108 601,940 -158,111 60,748 0.0037
2025-08-15 2025-06-30 13F STONEX GROUP COM 861896108 760,051 117,462 18.28 69,271 41.14 0.0045
2025-05-15 2025-03-31 13F STONEX GROUP COM 861896108 642,589 227,676 54.87 49,081 20.74 0.0035
2025-05-15 2024-12-31 13F/A-1 STONEX GROUP COM 861896108 414,913 -1,375 -0.33 40,649 19.26 0.0028
2025-02-14 2024-12-31 13F STONEX GROUP COM 861896108 414,913 -1,375 40,649 0.0028
2025-05-14 2024-09-30 13F/A-2 STONEX GROUP COM 861896108 416,288 -2,365 -0.56 34,086 8.11 0.0025
2025-02-14 2024-09-30 13F/A-1 STONEX GROUP COM 861896108 416,288 -2,365 34,086 0.0025
2024-11-14 2024-09-30 13F STONEX GROUP COM 861896108 416,288 -2,365 34,086 0.0003
2025-05-14 2024-06-30 13F/A-2 STONEX GROUP COM 861896108 418,653 -57,848 -12.14 31,529 -5.82 0.0024
2024-10-17 2024-06-30 13F/A-1 STONEX GROUP COM 861896108 418,653 -57,848 31,529 0.0024
2024-08-14 2024-06-30 13F STONEX GROUP COM 861896108 418,653 -57,848 31,529 0.0024
2024-10-17 2024-03-31 13F/A-2 STONEX GROUP COM 861896108 476,501 82,718 21.01 33,479 15.15 0.0027
2024-08-16 2024-03-31 13F/A-1 STONEX GROUP COM 861896108 476,501 82,718 33,479 0.0003
2024-05-15 2024-03-31 13F STONEX GROUP COM 861896108 476,501 82,718 33,479 0.0027
2024-08-16 2023-12-31 13F/A-1 STONEX GROUP COM 861896108 393,783 184,509 88.17 29,073 43.34 0.0026
2024-02-13 2023-12-31 13F STONEX GROUP COM 861896108 393,783 184,509 29,073 0.0026
2023-11-15 2023-09-30 13F STONEX GROUP COM 861896108 209,274 55,834 36.39 20,283 59.11 0.0021
2023-08-14 2023-06-30 13F STONEX GROUP COM 861896108 153,440 -52,308 -25.42 12,748 -40.16 0.0013
2023-05-15 2023-03-31 13F STONEX GROUP COM 861896108 205,748 -5,233 -2.48 21,301 5.94 0.0023
2023-02-14 2022-12-31 13F STONEX GROUP COM 861896108 210,981 11,474 5.75 20,106 21.51 0.0023
2022-11-14 2022-09-30 13F STONEX GROUP COM 861896108 199,507 50,177 33.60 16,547 41.95 0.0023
2022-10-27 2022-06-30 13F/A-1 STONEX GROUP COM 861896108 149,330 74,845 100.48 11,657 110.83 0.0015
2022-08-15 2022-06-30 13F STONEX GROUP COM 861896108 149,330 74,845 11,657 0.0003
2022-10-27 2022-03-31 13F/A-1 STONEX GROUP COM 861896108 74,485 1,476 2.02 5,529 23.64 0.0007
2022-05-13 2022-03-31 13F STONEX GROUP COM 861896108 74,485 1,476 5,529 0.0007
2022-02-14 2021-12-31 13F STONEX GROUP COM 861896108 73,009 11,907 19.49 4,472 11.05 0.0006
2021-11-15 2021-09-30 13F STONEX GROUP COM 861896108 61,102 -4,884 -7.40 4,027 0.57 0.0005
2021-08-23 2021-06-30 13F/A-1 STONEX GROUP COM 861896108 65,986 -13,345 -16.82 4,004 -22.79 0.0005
2021-08-16 2021-06-30 13F STONEX GROUP COM 861896108 65,986 -13,345 4,004 0.0001
2021-05-17 2021-03-31 13F STONEX GROUP COM 861896108 79,331 23,976 43.31 5,186 61.81 0.0008
2021-02-16 2020-12-31 13F STONEX GROUP COM 861896108 55,355 9,959 21.94 3,205 38.03 0.0005
2020-11-13 2020-09-30 13F STONEX GROUP COM 861896108 45,396 45,396 2,322 0.0004
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.