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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, 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.

Institutional holdersQ4 2021: 348 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 heldQ4 2021: $6.18B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q3 2021.

Institutions holding SF in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Formidable Asset Management, LLC3,901$289.0K0.06%00.0%Unchanged
Nisa Investment Advisors, LLC3,897$292.0K0.00%−1,690−30.2%Reduced
Stratos Wealth Partners, LTD.4,248$299.0K0.01%+267+6.7%Added
Radnor Capital Management, LLC4,267$300.0K0.07%+4,267New
CIBC Asset Management Inc4,315$304.0K0.00%−10.0%Reduced
Oliver Luxxe Assets LLC4,391$309.0K0.08%+195+4.6%Added
Arrowstreet Capital, Limited Partnership4,410$311.0K0.00%−7,390−62.6%Reduced
Fulton Bank, N.A.4,531$319.0K0.01%+109+2.5%Added
Jane Street Group, LLC4,686$330.0K0.00%−872−15.7%Reduced
Diversified Trust Co4,835$340.0K0.01%+4,835New
Freestone Capital Holdings, LLC5,000$352.0K0.01%+5,000New
Covenant Partners, LLC5,033$354.0K0.13%00.0%Unchanged
National Asset Management, Inc.5,041$355.0K0.01%+386+8.3%Added
Profund Advisors LLC5,363$378.0K0.01%−215−3.9%Reduced
Utah Retirement Systems5,400$380.0K0.00%+100+1.9%Added
Keeler & Nadler Financial Planning & Wealth Management5,403$380.5K0.35%+5,403New
Shelton Capital Management5,553$391.0K0.01%−190−3.3%Reduced
First Midwest Bank Trust Division5,546$391.0K0.05%00.0%Unchanged
Henshaw Capital LLC5,642$397.3K0.02%00.0%Unchanged
Quantinno Capital Management LP5,690$401.0K0.07%−3,264−36.5%Reduced
Integrated Investment Consultants, LLC5,913$416.0K0.11%−5−0.1%Reduced
Connable Office Inc5,924$417.0K0.05%+189+3.3%Added
NJ State Employees Deferred Compensation Plan6,000$423.0K0.05%00.0%Unchanged
Pinebridge Investments, L.P.6,122$431.0K0.00%−25,527−80.7%Reduced
Fox Run Management, L.L.C.6,312$444.0K0.26%+6,312New
Boothbay Fund Management, LLC6,379$449.0K0.01%+6,379New
Cornerstone Investment Partners, LLC6,674$470.0K0.03%+2,882+76.0%Added
Northwestern Mutual Wealth Management Co6,802$479.0K0.00%+10.0%Added
O'Shaughnessy Asset Management, LLC6,961$490.0K0.01%−333−4.6%Reduced
Pictet Asset Management SA7,109$501.0K0.00%00.0%Unchanged
Mitsubishi UFJ Trust & Banking Corp7,493$528.0K0.00%−708−8.6%Reduced
Pitcairn Co7,515$529.0K0.03%−292−3.7%Reduced
Yorktown Management & Research Co Inc7,700$542.0K0.37%+7,700New
Prelude Capital Management, LLC7,705$543.0K0.03%+7,705New
Maryland State Retirement & Pension System7,772$547.0K0.01%00.0%Unchanged
Park Avenue Securities LLC7,976$562.0K0.01%+1,032+14.9%Added
Moody Aldrich Partners LLC8,133$573.0K0.08%−104−1.3%Reduced
Paloma Partners Management Co8,266$582.0K0.02%+8,266New
Engineers Gate Manager LP8,307$585.0K0.03%+8,307New
Baker Avenue Asset Management, LP8,984$633.0K0.03%+499+5.9%Added
Securian Asset Management, Inc9,297$655.0K0.01%−100−1.1%Reduced
Virginia Retirement Systems Et Al9,400$662.0K0.01%+5,000+113.6%Added
Coldstream Capital Management Inc9,535$672.0K0.02%+9,535New
Twinbeech Capital LP9,748$686.0K0.04%+9,748New
Teton Advisors, Inc.9,750$687.0K0.10%00.0%Unchanged
SG Americas Securities, LLC9,785$689.0K0.00%+4,214+75.6%Added
Pathstone Family Office, LLC9,899$697.0K0.02%+99+1.0%Added
First Hawaiian Bank9,997$703.0K0.02%−327−3.2%Reduced
Crossmark Global Holdings, Inc.10,064$709.0K0.02%+2,010+25.0%Added
Trexquant Investment LP10,330$727.0K0.04%+5,495+113.7%Added
South State Corp.10,434$735.0K0.06%00.0%Unchanged
HighTower Advisors, LLC10,507$742.0K0.00%+1,744+19.9%Added
Gsa Capital Partners LLP10,980$773.0K0.10%−24,433−69.0%Reduced
Smith, Moore & Co.11,099$782.0K0.11%−495−4.3%Reduced
Oak Thistle LLC11,345$799.0K0.62%+11,345New
Xponance, Inc.11,564$814.0K0.01%−325−2.7%Reduced
Deutsche Bank AG11,771$828.0K0.00%−5,430−31.6%Reduced
NVWM, LLC12,550$883.0K0.28%+12,550New
Brown Advisory Inc12,614$888.0K0.00%+39+0.3%Added
Susquehanna International Group, LLP12,991$915.0K0.00%+3,102+31.4%Added
Truist Financial Corp13,014$916.0K0.00%+7,254+125.9%Added
Shell Asset Management Co13,191$929.0K0.02%+570+4.5%Added
Tanaka Capital Management Inc13,381$942.0K1.79%−552−4.0%Reduced
Rational Advisors LLC13,484$950.0K0.06%+1,004+8.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)14,386$1.01M0.00%+3,650+34.0%Added
Tower Research Capital LLC (TRC)14,500$1.02M0.02%+12,537+638.7%Added
Pacer Advisors, Inc.14,876$1.05M0.01%+344+2.4%Added
State of Alaska, Department of Revenue15,069$1.06M0.01%−1,015−6.3%Reduced
APG Asset Management N.V.17,600$1.09M0.00%−5,684−24.4%Reduced
Public Employees Retirement Association of Colorado15,472$1.09M0.00%00.0%Unchanged
Moneta Group Investment Advisors LLC15,848$1.12M0.05%−235−1.5%Reduced
Royal Bank of Canada15,876$1.12M0.00%+5,715+56.2%Added
Mosaic Family Wealth, LLC15,964$1.12M0.29%00.0%Unchanged
Maven Securities LTD16,521$1.16M0.14%+16,521New
Sit Investment Associates Inc16,725$1.18M0.03%+750+4.7%Added
Squarepoint Ops LLC17,074$1.20M0.01%+8,611+101.7%Added
Northwestern Mutual Investment Management Company, LLC17,258$1.22M0.02%−52−0.3%Reduced
Cna Financial Corp17,490$1.23M0.32%−790−4.3%Reduced
LPL Financial LLC17,529$1.23M0.00%+2,203+14.4%Added
Handelsbanken Fonder AB17,532$1.24M0.01%00.0%Unchanged
Illinois Municipal Retirement Fund17,805$1.25M0.04%+4,184+30.7%Added
Blueshift Asset Management, LLC17,911$1.26M0.11%+17,911New
Baird Financial Group, Inc.17,965$1.26M0.00%+40+0.2%Added
Commerce Bank18,009$1.27M0.01%−70−0.4%Reduced
ProShare Advisors LLC18,358$1.29M0.00%+2,105+13.0%Added
MML Investors Services, LLC18,563$1.31M0.01%+424+2.3%Added
Metropolitan Life Insurance Co18,585$1.31M0.02%−491−2.6%Reduced
Brinker Capital Investments, LLC18,633$1.31M0.02%+466+2.6%Added
ExodusPoint Capital Management, LP19,298$1.36M0.02%+19,298New
Federation des caisses Desjardins du Quebec19,988$1.41M0.01%−14,890−42.7%Reduced
Teacher Retirement System of Texas20,105$1.42M0.01%+3,193+18.9%Added
Parkside Financial Bank & Trust20,151$1.42M0.35%+137+0.7%Added
Steward Partners Investment Advisory, LLC21,573$1.52M0.02%00.0%Unchanged
New Mexico Educational Retirement Board21,800$1.53M0.05%00.0%Unchanged
Advisor Group Holdings, Inc.21,973$1.55M0.00%+337+1.6%Added
Mercer Global Advisors Inc22,046$1.55M0.01%−1,429−6.1%Reduced
Greenwich Wealth Management LLC22,632$1.59M0.13%−117−0.5%Reduced
Panagora Asset Management Inc22,670$1.60M0.01%+73+0.3%Added
Russell Investments Group, Ltd.23,515$1.65M0.00%+1,664+7.6%Added
Fifth Third Bancorp23,538$1.66M0.01%−802−3.3%Reduced