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, Q4 2021
Institutional positions in Stifel Financial Corp as of Dec 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
- 348
- +25 vs. Q3 2021
- Shares held
- 87.7M
- −1.28M (−1.4%) vs. Q3 2021
- Total value
- $6.18B
- +$126.9M (+2.1%) vs. Q3 2021
- New holders
- 59
- 122 more added
- Sold out
- 34
- 119 more reduced
6 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 11 | $775 | 0.00% | +11 | New |
| Cullen/Frost Bankers, Inc. | 18 | $1.00K | 0.00% | −970−98.2% | Reduced |
| Johnson Financial Group, Inc. | 20 | $1.00K | 0.00% | −20−50.0% | Reduced |
| Bell Investment Advisors, Inc | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 17 | $1.00K | 0.00% | +17 | New |
| AdvisorNet Financial, Inc | 20 | $1.00K | 0.00% | +20 | New |
| BDO Wealth Advisors, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Schubert & Co | 21 | $1.00K | 0.00% | +21 | New |
| NEXT Financial Group, Inc | 30 | $2.00K | 0.00% | −8−21.1% | Reduced |
| Washington Trust Co | 23 | $2.00K | 0.00% | −7−23.3% | Reduced |
| ClariVest Asset Management LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 30 | $2.00K | 0.00% | +4+15.4% | Added |
| Prestige Wealth Management Group LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 29 | $2.00K | 0.00% | +20+222.2% | Added |
| Huntington National Bank | 32 | $2.00K | 0.00% | +32 | New |
| Lee Financial Co | 28 | $2.00K | 0.00% | +28 | New |
| JFS Wealth Advisors, LLC | 33 | $2.00K | 0.00% | +33 | New |
| Glassman Wealth Services | 45 | $3.00K | 0.00% | +21+87.5% | Added |
| Carolinas Wealth Consulting LLC | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 76 | $5.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 71 | $5.00K | 0.00% | +71 | New |
| CVA Family Office, LLC | 75 | $5.00K | 0.00% | +75 | New |
| Thompson Siegel & Walmsley LLC | 100 | $7.00K | 0.00% | +100 | New |
| Snowden Capital Advisors LLC | 103 | $7.00K | 0.00% | +103 | New |
| Hexagon Capital Partners LLC | 130 | $9.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 124 | $9.00K | 0.00% | +124 | New |
| Sageworth Trust Co | 138 | $10.0K | 0.00% | −462−77.0% | Reduced |
| Covestor Ltd | 160 | $11.0K | 0.02% | +160 | New |
| Lenox Wealth Advisors, LLC | 189 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 198 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 195 | $14.0K | 0.00% | +195 | New |
| Zullo Investment Group, Inc. | 228 | $16.0K | 0.01% | +228 | New |
| IFP Advisors, Inc | 279 | $19.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 291 | $20.0K | 0.00% | −96−24.8% | Reduced |
| Clearstead Advisors, LLC | 300 | $21.0K | 0.00% | −359−54.5% | Reduced |
| Dark Forest Capital Management LP | 292 | $21.0K | 0.01% | −188−39.2% | Reduced |
| Allworth Financial LP | 303 | $21.0K | 0.00% | +119+64.7% | Added |
| Lakeview Capital Partners, LLC | 22,853 | $23.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 336 | $24.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 351 | $25.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 361 | $25.0K | 0.01% | +361 | New |
| Fortitude Advisory Group L.L.C. | 401 | $28.0K | 0.01% | +401 | New |
| Salem Investment Counselors Inc | 450 | $32.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 457 | $32.0K | 0.05% | +457 | New |
| Fieldpoint Private Securities, LLC | 488 | $34.0K | 0.01% | +85+21.1% | Added |
| Central Trust Co | 500 | $35.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 503 | $35.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 576 | $41.0K | 0.02% | −21−3.5% | Reduced |
| Ellevest, Inc. | 580 | $41.0K | 0.00% | +297+104.9% | Added |
| First Horizon Advisors, Inc. | 652 | $45.0K | 0.00% | −103−13.6% | Reduced |
| Smith Group Asset Management, LLC | 672 | $47.0K | 0.00% | +56+9.1% | Added |
| Simplex Trading, LLC | 751 | $52.0K | 0.00% | −615−45.0% | Reduced |
| Ci Investments Inc. | 752 | $53.0K | 0.00% | −146−16.3% | Reduced |
| Signaturefd, LLC | 786 | $55.0K | 0.00% | +53+7.2% | Added |
| Quadrant Capital Group LLC | 851 | $60.0K | 0.01% | +74+9.5% | Added |
| Leonteq Securities AG | 894 | $63.0K | 0.00% | +894 | New |
| FMR LLC | 897 | $63.0K | 0.00% | +64+7.7% | Added |
| Umb Bank N A | 913 | $65.0K | 0.00% | +913 | New |
| Evoke Wealth, LLC | 1,012 | $71.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,039 | $73.0K | 0.01% | +2+0.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,305 | $92.0K | 0.00% | +1,305 | New |
| Assetmark, Inc | 1,318 | $93.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,316 | $93.0K | 0.08% | +1,316 | New |
| Cutler Group LP | 1,394 | $98.0K | 0.01% | +1,394 | New |
| Rockefeller Capital Management L.P. | 1,509 | $106.0K | 0.00% | +350+30.2% | Added |
| Point72 Hong Kong Ltd | 1,571 | $111.0K | 0.01% | +1,571 | New |
| Stonebridge Capital Advisors LLC | 1,720 | $121.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,741 | $122.0K | 0.06% | +915+110.8% | Added |
| Robeco Institutional Asset Management B.V. | 1,758 | $124.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,815 | $128.0K | 0.00% | +97+5.6% | Added |
| First Bank & Trust | 2,042 | $144.0K | 0.06% | +411+25.2% | Added |
| Altshuler Shaham Ltd | 2,128 | $150.0K | 0.00% | +2,128 | New |
| Private Capital Group, LLC | 2,148 | $151.0K | 0.03% | +181+9.2% | Added |
| Harvest Fund Management Co., Ltd | 2,218 | $156.0K | 0.03% | +341+18.2% | Added |
| NN Investment Partners Holdings N.V. | 2,235 | $157.0K | 0.00% | −15,286−87.2% | Reduced |
| Country Trust Bank | 2,303 | $162.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,582 | $182.0K | 0.00% | +107+4.3% | Added |
| Roberts Glore & Co Inc | 2,847 | $200.0K | 0.05% | +2,847 | New |
| Journey Strategic Wealth LLC | 2,925 | $206.0K | 0.02% | +2,925 | New |
| Busey Wealth Management | 3,000 | $211.0K | 0.01% | 00.0% | Unchanged |
| Teza Capital Management LLC | 3,004 | $212.0K | 0.06% | +3,004 | New |
| Kestra Advisory Services, LLC | 3,068 | $216.0K | 0.00% | −92−2.9% | Reduced |
| American Trust | 3,116 | $219.0K | 0.02% | +3,116 | New |
| Walleye Capital LLC | 3,171 | $223.0K | 0.01% | +3,171 | New |
| Private Advisor Group, LLC | 3,187 | $224.0K | 0.00% | −3,087−49.2% | Reduced |
| Eqis Capital Management, Inc. | 3,231 | $227.0K | 0.02% | +3,231 | New |
| Harbor Investment Advisory, LLC | 3,288 | $232.0K | 0.03% | 00.0% | Unchanged |
| Bokf, NA | 3,424 | $241.0K | 0.00% | −61−1.8% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $243.0K | 0.04% | 00.0% | Unchanged |
| Intersect Capital LLC | 3,482 | $245.0K | 0.05% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,479 | $245.0K | 0.03% | +113+3.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,514 | $247.0K | 0.01% | +3,514 | New |
| Meritage Portfolio Management | 3,535 | $249.0K | 0.01% | +175+5.2% | Added |
| Detalus Advisors, LLC | 3,654 | $257.0K | 0.12% | 00.0% | Unchanged |
| JustInvest LLC | 3,704 | $261.0K | 0.02% | −1,698−31.4% | Reduced |
| Janney Montgomery Scott LLC | 3,796 | $267.0K | 0.00% | +3,796 | New |
| Origin Asset Management LLP | 3,889 | $273.0K | 0.06% | +3,889 | New |
| Adviser Investments LLC | 3,896 | $274.0K | 0.02% | 00.0% | Unchanged |
| Capital Management Corp | 4,000 | $282.0K | 0.06% | 00.0% | Unchanged |