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.
13F holders, Q2 2021
Institutional positions in Stifel Financial Corp as of Jun 30, 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
- 342
- +39 vs. Q1 2021
- Shares held
- 88.5M
- −1.78M (−2.0%) vs. Q1 2021
- Total value
- $5.74B
- −$43.4M (−0.8%) vs. Q1 2021
- New holders
- 60
- 80 more added
- Sold out
- 21
- 149 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 596 | $9.64B |
| Q1 2026 | 635 | $10.3B |
| Q4 2025 | 630 | $11.3B |
| Q3 2025 | 552 | $9.96B |
| Q2 2025 | 488 | $9.31B |
| Q1 2025 | 523 | $8.43B |
| Q4 2024 | 510 | $9.29B |
| Q3 2024 | 444 | $8.27B |
| Q2 2024 | 436 | $7.35B |
| Q1 2024 | 433 | $6.67B |
| Q4 2023 | 378 | $5.83B |
| Q3 2023 | 366 | $5.33B |
| Q2 2023 | 369 | $5.15B |
| Q1 2023 | 367 | $5.17B |
| Q4 2022 | 362 | $5.16B |
| Q3 2022 | 335 | $4.64B |
| Q2 2022 | 353 | $5.04B |
| Q1 2022 | 367 | $6.06B |
| Q4 2021 | 348 | $6.18B |
| Q3 2021 | 329 | $6.05B |
| Q2 2021 | 342 | $5.74B |
| Q1 2021 | 305 | $5.78B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 4 | $0 | 0.00% | −177−97.8% | Reduced |
| West Paces Advisors Inc. | 15 | $973 | 0.00% | +15 | New |
| Glassman Wealth Services | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| TD Private Client Wealth LLC | 19 | $1.23K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 38 | $2.00K | 0.00% | −6−13.6% | Reduced |
| Washington Trust Co | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 31 | $2.00K | 0.00% | +31 | New |
| Carolinas Wealth Consulting LLC | 52 | $3.00K | 0.00% | −1−1.9% | Reduced |
| Denali Advisors LLC | 50 | $3.00K | 0.00% | +16+47.1% | Added |
| Johnson Financial Group, Inc. | 40 | $3.00K | 0.00% | +40 | New |
| Patriot Financial Group Insurance Agency, LLC | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 130 | $8.00K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 160 | $10.0K | 0.00% | +160 | New |
| Lenox Wealth Advisors, LLC | 189 | $12.0K | 0.00% | +189 | New |
| Liberty Wealth Management LLC | 206 | $13.0K | 0.01% | −188−47.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 201 | $13.0K | 0.00% | +1+0.5% | Added |
| Sandy Spring Bank | 198 | $13.0K | 0.00% | +198 | New |
| Bessemer Group Inc | 228 | $15.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 257 | $17.0K | 0.00% | +257 | New |
| Clearstead Advisors, LLC | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 298 | $20.0K | 0.00% | −48−13.9% | Reduced |
| Ellevest, Inc. | 320 | $21.0K | 0.00% | +87+37.3% | Added |
| Lakeview Capital Partners, LLC | 22,853 | $23.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 351 | $23.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 367 | $24.0K | 0.00% | +367 | New |
| FFT Wealth Management LLC | 377 | $24.0K | 0.01% | +377 | New |
| Proequities, Inc. | 387 | $25.0K | 0.00% | +120+44.9% | Added |
| Acadian Asset Management LLC | 407 | $26.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 403 | $28.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 450 | $29.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 507 | $33.0K | 0.00% | −56−9.9% | Reduced |
| Lazard Asset Management LLC | 555 | $35.0K | 0.00% | 00.0% | Unchanged |
| Smith Asset Management Group LP | 575 | $37.0K | 0.00% | −114−16.5% | Reduced |
| FMR LLC | 561 | $37.0K | 0.00% | +132+30.8% | Added |
| Front Row Advisors LLC | 597 | $39.0K | 0.02% | −7−1.2% | Reduced |
| Harbour Investments, Inc. | 600 | $39.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 600 | $39.0K | 0.00% | +600 | New |
| Quadrant Capital Group LLC | 703 | $46.0K | 0.01% | +20+2.9% | Added |
| Ci Investments Inc. | 827 | $54.0K | 0.00% | +311+60.3% | Added |
| First Horizon Advisors, Inc. | 945 | $60.0K | 0.00% | −859−47.6% | Reduced |
| Simplex Trading, LLC | 961 | $62.0K | 0.00% | +961 | New |
| Berman Capital Advisors, LLC | 992 | $64.0K | 0.01% | +254+34.4% | Added |
| Cullen/Frost Bankers, Inc. | 988 | $64.0K | 0.00% | +988 | New |
| Evoke Wealth, LLC | 1,012 | $66.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,034 | $67.0K | 0.02% | +2+0.2% | Added |
| Creative Financial Designs Inc | 1,184 | $77.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,206 | $77.0K | 0.00% | +825+216.5% | Added |
| Exos Asset Management LLC | 1,275 | $83.0K | 0.04% | +1,275 | New |
| Assetmark, Inc | 1,318 | $85.0K | 0.00% | −128−8.9% | Reduced |
| State of Wyoming | 1,424 | $92.0K | 0.06% | +1,424 | New |
| Security National Trust Co | 1,500 | $97.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,616 | $105.0K | 0.00% | −10−0.6% | Reduced |
| First Bank & Trust | 1,631 | $106.0K | 0.05% | +125+8.3% | Added |
| Stonebridge Capital Advisors LLC | 1,720 | $112.0K | 0.01% | +250+17.0% | Added |
| Private Capital Group, LLC | 1,745 | $113.0K | 0.03% | −81−4.4% | Reduced |
| PNC Managed Account Solutions, Inc. | 1,758 | $114.0K | 0.02% | +1,758 | New |
| Harvest Fund Management Co., Ltd | 1,877 | $123.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,918 | $124.0K | 0.05% | +1,918 | New |
| Captrust Financial Advisors | 2,031 | $132.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 2,250 | $146.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 3,129 | $203.0K | 0.00% | −387−11.0% | Reduced |
| Cigna Investments Inc | 3,179 | $206.0K | 0.01% | −400−11.2% | Reduced |
| Duality Advisers, LP | 3,226 | $209.0K | 0.02% | +3,226 | New |
| Kestra Advisory Services, LLC | 3,284 | $213.0K | 0.00% | −100−3.0% | Reduced |
| Meritage Portfolio Management | 3,339 | $217.0K | 0.01% | +3,339 | New |
| Diametric Capital, LP | 3,341 | $217.0K | 0.16% | +3,341 | New |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $224.0K | 0.04% | −3,480−50.2% | Reduced |
| Harbor Investment Advisory, LLC | 3,498 | $227.0K | 0.03% | −256−6.8% | Reduced |
| Intersect Capital LLC | 3,525 | $229.0K | 0.04% | −46−1.3% | Reduced |
| Detalus Advisors, LLC | 3,654 | $237.0K | 0.13% | −18,903−83.8% | Reduced |
| World Asset Management Inc | 3,647 | $237.0K | 0.02% | −105−2.8% | Reduced |
| Baird Financial Group, Inc. | 3,751 | $243.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,742 | $243.0K | 0.03% | +3,742 | New |
| Virginia Retirement Systems Et Al | 3,800 | $246.0K | 0.00% | −800−17.4% | Reduced |
| Formidable Asset Management, LLC | 3,901 | $250.0K | 0.05% | −1,500−27.8% | Reduced |
| CIBC Asset Management Inc | 3,882 | $252.0K | 0.00% | 00.0% | Unchanged |
| Adviser Investments LLC | 3,896 | $253.0K | 0.02% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 3,932 | $255.0K | 0.05% | +3,932 | New |
| Stratos Wealth Partners, LTD. | 3,973 | $258.0K | 0.01% | +9+0.2% | Added |
| Capital Management Corp | 4,000 | $259.0K | 0.05% | 00.0% | Unchanged |
| Marshall Wace North America L.P. | 4,036 | $262.0K | 0.00% | +4,036 | New |
| Radnor Capital Management, LLC | 4,142 | $269.0K | 0.09% | −2,390−36.6% | Reduced |
| Janney Montgomery Scott LLC | 4,176 | $271.0K | 0.00% | −2,768−39.9% | Reduced |
| Neuberger Berman Group LLC | 4,279 | $277.0K | 0.00% | −5,889−57.9% | Reduced |
| Polar Asset Management Partners Inc. | 4,270 | $277.0K | 0.00% | −435−9.2% | Reduced |
| Schroder Investment Management Group | 4,298 | $279.0K | 0.00% | +4,298 | New |
| Fulton Bank, N.A. | 4,356 | $282.0K | 0.01% | +148+3.5% | Added |
| BEAM Asset Management, LLC | 4,435 | $288.0K | 0.25% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 4,446 | $288.0K | 0.00% | +935+26.6% | Added |
| Gotham Asset Management, LLC | 4,561 | $296.0K | 0.01% | +526+13.0% | Added |
| Wolverine Trading, LLC | 4,591 | $297.0K | 0.01% | −5,851−56.0% | Reduced |
| Paloma Partners Management Co | 4,750 | $309.0K | 0.01% | −12,197−72.0% | Reduced |
| Covenant Partners, LLC | 5,033 | $326.0K | 0.12% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 5,286 | $343.0K | 0.00% | +5,286 | New |
| Utah Retirement Systems | 5,300 | $344.0K | 0.00% | +5,300 | New |