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Stifel Financial Corp

SF
Exchange
NYSE
Industry
Security Brokers, Dealers & Flotation Companies
SEC CIK
0000720672

In the last 90 days, Stifel Financial Corp insiders filed 0 open-market purchases and 1 sale; 596 institutions reported holding it in 13F filings for Q2 2026, worth $9.64B in total; no superinvestor holds it.

Other share classesSFBSF.PBSF.PCSF.PD

13F holders, Q1 2021

Institutional positions in Stifel Financial Corp as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
305
No complete 13F data for Q4 2020
Shares held
90.3M
No complete 13F data for Q4 2020
Total value
$5.78B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting SF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 305 institutions
Q1 2021: 305 institutionsQ2 2021: 342 institutionsQ3 2021: 329 institutionsQ4 2021: 348 institutionsQ1 2022: 367 institutionsQ2 2022: 353 institutionsQ3 2022: 335 institutionsQ4 2022: 362 institutionsQ1 2023: 367 institutionsQ2 2023: 369 institutionsQ3 2023: 366 institutionsQ4 2023: 378 institutionsQ1 2024: 433 institutionsQ2 2024: 436 institutionsQ3 2024: 444 institutionsQ4 2024: 510 institutionsQ1 2025: 523 institutionsQ2 2025: 488 institutionsQ3 2025: 552 institutionsQ4 2025: 630 institutionsQ1 2026: 635 institutionsQ2 2026: 596 institutions
Value heldQ1 2021: $5.78B
Q1 2021: $5.78BQ2 2021: $5.74BQ3 2021: $6.05BQ4 2021: $6.18BQ1 2022: $6.06BQ2 2022: $5.04BQ3 2022: $4.64BQ4 2022: $5.16BQ1 2023: $5.17BQ2 2023: $5.15BQ3 2023: $5.33BQ4 2023: $5.83BQ1 2024: $6.67BQ2 2024: $7.35BQ3 2024: $8.27BQ4 2024: $9.29BQ1 2025: $8.43BQ2 2025: $9.31BQ3 2025: $9.96BQ4 2025: $11.3BQ1 2026: $10.3BQ2 2026: $9.64B
Institutions holding SF and their total value by quarter
QuarterHoldersValue
Q2 2026596$9.64B
Q1 2026635$10.3B
Q4 2025630$11.3B
Q3 2025552$9.96B
Q2 2025488$9.31B
Q1 2025523$8.43B
Q4 2024510$9.29B
Q3 2024444$8.27B
Q2 2024436$7.35B
Q1 2024433$6.67B
Q4 2023378$5.83B
Q3 2023366$5.33B
Q2 2023369$5.15B
Q1 2023367$5.17B
Q4 2022362$5.16B
Q3 2022335$4.64B
Q2 2022353$5.04B
Q1 2022367$6.06B
Q4 2021348$6.18B
Q3 2021329$6.05B
Q2 2021342$5.74B
Q1 2021305$5.78B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Stifel Financial Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SF in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Glassman Wealth Services9$1.00K0.00%––
Alpha DNA Investment Management LLC25$1.00K0.00%––
TD Private Client Wealth LLC19$1.22K0.00%––
Washington Trust Co30$2.00K0.00%––
Denali Advisors LLC34$2.00K0.00%––
ClariVest Asset Management LLC28$2.00K0.00%––
Aua Capital Management, LLC26$2.00K0.00%––
Prestige Wealth Management Group LLC28$2.00K0.00%––
NEXT Financial Group, Inc44$3.00K0.00%––
Sowell Financial Services LLC42$3.00K0.00%––
Carolinas Wealth Consulting LLC53$3.00K0.00%––
Allred Capital Management, LLC58$3.71K0.00%––
Patriot Financial Group Insurance Agency, LLC64$4.00K0.00%––
Meridian Wealth Partners, LLC80$5.00K0.00%––
Parallax Volatility Advisers, L.P.92$6.00K0.00%––
Hexagon Capital Partners LLC130$8.00K0.00%––
Meeder Asset Management Inc181$12.0K0.00%––
TCI Wealth Advisors, Inc.189$12.0K0.01%––
Benjamin F. Edwards & Company, Inc.200$13.0K0.00%––
San Francisco Sentry Investment Group (Ca)225$14.0K0.01%––
Bessemer Group Inc228$15.0K0.00%––
Ellevest, Inc.233$15.0K0.00%––
Proequities, Inc.267$17.0K0.00%––
Clearstead Advisors, LLC300$19.0K0.00%––
Liberty Wealth Management LLC394$20.0K0.01%––
Lindbrook Capital, LLC351$22.0K0.01%––
Lakeview Capital Partners, LLC22,853$23.0K0.01%––
IFP Advisors, Inc346$23.0K0.00%––
Rockefeller Capital Management L.P.381$23.0K0.00%––
Acadian Asset Management LLC407$26.0K0.00%––
Fieldpoint Private Securities, LLC403$26.0K0.01%––
FMR LLC429$27.0K0.00%––
Salem Investment Counselors Inc450$29.0K0.00%––
Cutler Group LP470$30.0K0.00%––
Ci Investments Inc.516$33.0K0.00%––
Lazard Asset Management LLC555$35.0K0.00%––
Signaturefd, LLC563$36.0K0.00%––
Harbour Investments, Inc.600$38.0K0.00%––
Front Row Advisors LLC604$39.0K0.02%––
Smith Asset Management Group LP689$44.0K0.00%––
Quadrant Capital Group LLC683$44.0K0.01%––
Berman Capital Advisors, LLC738$47.0K0.01%––
Evoke Wealth, LLC1,012$65.0K0.00%––
Larson Financial Group LLC1,032$66.0K0.02%––
Creative Financial Designs Inc1,184$76.0K0.01%––
Assetmark, Inc1,446$93.0K0.00%––
Stonebridge Capital Advisors LLC1,470$94.0K0.01%––
Security National Trust Co1,500$96.0K0.02%––
First Bank & Trust1,506$96.0K0.05%––
FORA Capital, LLC1,615$103.0K0.03%––
Parallel Advisors, LLC1,626$104.0K0.00%––
First Horizon Advisors, Inc.1,804$115.0K0.01%––
Neo Ivy Capital Management1,809$116.0K0.13%––
Private Capital Group, LLC1,826$117.0K0.03%––
Harvest Fund Management Co., Ltd1,877$120.0K0.01%––
Captrust Financial Advisors2,031$130.0K0.00%––
Country Trust Bank2,250$144.0K0.00%––
Public Employees Retirement System of Ohio2,761$177.0K0.00%––
Roberts Glore & Co Inc3,197$205.0K0.06%––
Kestra Advisory Services, LLC3,384$217.0K0.00%––
Janus Henderson Group PLC3,511$225.0K0.00%––
Private Advisor Group, LLC3,516$225.0K0.00%––
Intersect Capital LLC3,571$229.0K0.05%––
Cigna Investments Inc3,579$230.0K0.02%––
Quantitative Systematic Strategies LLC3,595$230.0K0.04%––
AlphaCrest Capital Management LLC3,668$235.0K0.01%––
Harbor Investment Advisory, LLC3,754$240.0K0.04%––
Baird Financial Group, Inc.3,751$240.0K0.00%––
CIBC Asset Management Inc3,882$249.0K0.00%––
Adviser Investments LLC3,896$250.0K0.02%––
Stratos Wealth Partners, LTD.3,964$254.0K0.01%––
Capital Management Corp4,000$256.0K0.06%––
Gotham Asset Management, LLC4,035$258.0K0.01%––
World Asset Management Inc3,752$260.0K0.02%––
Bokf, NA4,200$269.0K0.00%––
Fulton Bank, N.A.4,208$269.0K0.01%––
LS Investment Advisors, LLC4,213$270.0K0.02%––
BEAM Asset Management, LLC4,435$284.0K0.25%––
Virginia Retirement Systems Et Al4,600$295.0K0.00%––
Polar Asset Management Partners Inc.4,705$301.0K0.00%––
Diversified Trust Co4,826$309.0K0.01%––
Truist Financial Corp4,927$316.0K0.00%––
Covenant Partners, LLC5,033$322.0K0.13%––
Oliver Luxxe Assets LLC5,120$328.0K0.10%––
Formidable Asset Management, LLC5,401$355.0K0.08%––
Shelton Capital Management5,743$368.0K0.01%––
Integrated Investment Consultants, LLC5,882$377.0K0.13%––
Coldstream Capital Management Inc5,975$383.0K0.02%––
NJ State Employees Deferred Compensation Plan6,000$384.0K0.05%––
Premier Asset Management LLC6,139$394.0K0.07%––
Pathstone Family Office, LLC6,398$410.0K0.01%––
Cetera Advisor Networks LLC6,525$418.0K0.01%––
Radnor Capital Management, LLC6,532$418.0K0.13%––
Park Avenue Securities LLC6,573$421.0K0.01%––
Centiva Capital, LP6,774$434.0K0.06%––
Mitsubishi UFJ Trust & Banking Corp8,670$437.0K0.00%––
First Mercantile Trust Co6,834$438.0K0.05%––
First Fiduciary Investment Counsel, Inc.6,930$444.0K0.08%––
Connable Office Inc6,942$445.0K0.06%––
Janney Montgomery Scott LLC6,944$445.0K0.00%––