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, Q3 2021
Institutional positions in Stifel Financial Corp as of Sep 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
- 329
- −9 vs. Q2 2021
- Shares held
- 89.1M
- +603.8K (+0.7%) vs. Q2 2021
- Total value
- $6.05B
- +$317.1M (+5.5%) vs. Q2 2021
- New holders
- 33
- 97 more added
- Sold out
- 42
- 136 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $1.00K | 0.00% | +21 | New |
| West Paces Advisors Inc. | 15 | $1.02K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 19 | $1.29K | 0.00% | 00.0% | Unchanged |
| 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 |
| Glassman Wealth Services | 24 | $2.00K | 0.00% | +15+166.7% | Added |
| Johnson Financial Group, Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 70 | $5.00K | 0.00% | +6+9.4% | Added |
| Denali Advisors LLC | 76 | $5.00K | 0.00% | +26+52.0% | Added |
| Guidance Point Advisors, LLC | 87 | $5.00K | 0.00% | +87 | New |
| Meridian Wealth Partners, LLC | 83 | $5.00K | 0.00% | +83 | New |
| Hexagon Capital Partners LLC | 130 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 198 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 189 | $13.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 198 | $13.0K | 0.00% | +198 | New |
| Allworth Financial LP | 184 | $13.0K | 0.00% | +184 | New |
| Bessemer Group Inc | 228 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 283 | $19.0K | 0.00% | −37−11.6% | Reduced |
| IFP Advisors, Inc | 279 | $19.0K | 0.00% | −19−6.4% | Reduced |
| Liberty Wealth Management LLC | 259 | $19.0K | 0.01% | +53+25.7% | Added |
| Lakeview Capital Partners, LLC | 22,853 | $23.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 336 | $23.0K | 0.00% | +336 | New |
| Lindbrook Capital, LLC | 351 | $24.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 387 | $26.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 403 | $27.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 450 | $31.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 480 | $33.0K | 0.01% | +480 | New |
| Lazard Asset Management LLC | 503 | $34.0K | 0.00% | −52−9.4% | Reduced |
| Central Trust Co | 500 | $34.0K | 0.00% | +500 | New |
| Harbour Investments, Inc. | 600 | $41.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 600 | $41.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 597 | $41.0K | 0.02% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 616 | $42.0K | 0.00% | +616 | New |
| Clearstead Advisors, LLC | 659 | $45.0K | 0.00% | +359+119.7% | Added |
| Signaturefd, LLC | 733 | $50.0K | 0.00% | +226+44.6% | Added |
| First Horizon Advisors, Inc. | 755 | $51.0K | 0.00% | −190−20.1% | Reduced |
| Group One Trading, L.P. | 767 | $52.0K | 0.00% | +400+109.0% | Added |
| Quadrant Capital Group LLC | 777 | $53.0K | 0.01% | +74+10.5% | Added |
| State of Wyoming | 826 | $56.0K | 0.04% | −598−42.0% | Reduced |
| FMR LLC | 833 | $56.0K | 0.00% | +272+48.5% | Added |
| Ci Investments Inc. | 898 | $61.0K | 0.00% | +71+8.6% | Added |
| Cullen/Frost Bankers, Inc. | 988 | $67.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,012 | $68.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,037 | $70.0K | 0.01% | +3+0.3% | Added |
| Rockefeller Capital Management L.P. | 1,159 | $77.0K | 0.00% | −47−3.9% | Reduced |
| Creative Financial Designs Inc | 1,184 | $80.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,366 | $89.0K | 0.00% | +405+42.1% | Added |
| Assetmark, Inc | 1,318 | $90.0K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 1,500 | $97.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 1,431 | $97.0K | 0.02% | +439+44.3% | Added |
| First Bank & Trust | 1,631 | $111.0K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,699 | $115.0K | 0.04% | −219−11.4% | Reduced |
| Stonebridge Capital Advisors LLC | 1,720 | $117.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,718 | $117.0K | 0.00% | +102+6.3% | Added |
| Robeco Institutional Asset Management B.V. | 1,758 | $120.0K | 0.00% | +1,598+998.8% | Added |
| Harvest Fund Management Co., Ltd | 1,877 | $127.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,963 | $133.0K | 0.00% | −11,672−85.6% | Reduced |
| Twin Tree Management, LP | 1,958 | $133.0K | 0.00% | +1,958 | New |
| Private Capital Group, LLC | 1,967 | $134.0K | 0.03% | +222+12.7% | Added |
| Country Trust Bank | 2,303 | $157.0K | 0.00% | +53+2.4% | Added |
| Captrust Financial Advisors | 2,475 | $168.0K | 0.00% | +444+21.9% | Added |
| US Asset Management LLC | 2,667 | $181.0K | 0.18% | +2,667 | New |
| Busey Wealth Management | 3,000 | $204.0K | 0.01% | +3,000 | New |
| Franklin Resources Inc | 3,046 | $207.0K | 0.00% | +3,046 | New |
| Cigna Investments Inc | 3,079 | $209.0K | 0.02% | −100−3.1% | Reduced |
| Kestra Advisory Services, LLC | 3,160 | $215.0K | 0.00% | −124−3.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,200 | $217.0K | 0.00% | +3,200 | New |
| Harbor Investment Advisory, LLC | 3,288 | $223.0K | 0.03% | −210−6.0% | Reduced |
| Meritage Portfolio Management | 3,360 | $228.0K | 0.01% | +21+0.6% | Added |
| CWM Advisors, LLC | 3,366 | $229.0K | 0.03% | +3,366 | New |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $234.0K | 0.05% | 00.0% | Unchanged |
| World Asset Management Inc | 3,468 | $236.0K | 0.02% | −179−4.9% | Reduced |
| Intersect Capital LLC | 3,482 | $237.0K | 0.04% | −43−1.2% | Reduced |
| Bokf, NA | 3,485 | $237.0K | 0.00% | +3,485 | New |
| Seven Eight Capital, LP | 3,643 | $248.0K | 0.02% | −14,000−79.4% | Reduced |
| Detalus Advisors, LLC | 3,654 | $248.0K | 0.13% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 3,792 | $258.0K | 0.01% | +3,792 | New |
| Adviser Investments LLC | 3,896 | $265.0K | 0.02% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 3,901 | $265.0K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,981 | $271.0K | 0.01% | +8+0.2% | Added |
| Capital Management Corp | 4,000 | $272.0K | 0.06% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 4,196 | $285.0K | 0.08% | −2,125−33.6% | Reduced |
| Capula Management Ltd | 4,229 | $287.0K | 0.02% | +4,229 | New |
| CIBC Asset Management Inc | 4,316 | $293.0K | 0.00% | +434+11.2% | Added |
| Virginia Retirement Systems Et Al | 4,400 | $299.0K | 0.00% | +600+15.8% | Added |
| BEAM Asset Management, LLC | 4,435 | $301.0K | 0.26% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,422 | $301.0K | 0.01% | +66+1.5% | Added |
| Gotham Asset Management, LLC | 4,569 | $311.0K | 0.01% | +8+0.2% | Added |
| National Asset Management, Inc. | 4,655 | $317.0K | 0.01% | +4,655 | New |
| Trexquant Investment LP | 4,835 | $329.0K | 0.03% | −6,245−56.4% | Reduced |
| Covenant Partners, LLC | 5,033 | $342.0K | 0.13% | 00.0% | Unchanged |
| Utah Retirement Systems | 5,300 | $360.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 5,402 | $367.0K | 0.03% | +5,402 | New |
| First Midwest Bank Trust Division | 5,546 | $377.0K | 0.05% | −1,275−18.7% | Reduced |