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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
Loomis Sayles & Co L P278,944$19.6M0.02%−2,645−0.9%Reduced
Peregrine Capital Management LLC280,598$19.8M0.40%+7,864+2.9%Added
State of Wisconsin Investment Board296,558$20.9M0.04%−26,079−8.1%Reduced
Retirement Systems of Alabama301,118$21.2M0.07%−10,150−3.3%Reduced
Man Group plc302,107$21.3M0.07%−21,026−6.5%Reduced
Parametric Portfolio Associates LLC318,101$22.4M0.01%+12,218+4.0%Added
Glenmede Trust Co NA320,080$22.5M0.11%−4,650−1.4%Reduced
Rothschild & Co Asset Management US Inc.366,925$25.8M0.30%+26,365+7.7%Added
Wells Fargo & Company370,763$26.1M0.01%−562,228−60.3%Reduced
Nuveen Asset Management, LLC376,440$26.5M0.01%−64,771−14.7%Reduced
Point72 Asset Management, L.P.377,300$26.6M0.12%+317,300+528.8%Added
Eaton Vance Management386,075$27.2M0.03%−24,943−6.1%Reduced
Hotchkis & Wiley Capital Management LLC389,769$27.4M0.09%−3,900−1.0%Reduced
Susquehanna Fundamental Investments, LLC393,100$27.7M0.73%−36,709−8.5%Reduced
Systematic Financial Management LP447,446$31.5M0.93%−15,110−3.3%Reduced
JPMorgan Chase & Co454,373$32.0M0.00%−9,379−2.0%Reduced
Allspring Global Investments Holdings, LLC478,399$33.7M0.04%+478,399New
Prudential Financial Inc507,772$35.8M0.04%−413,606−44.9%Reduced
Wellington Management Group LLP540,142$38.0M0.01%−64,268−10.6%Reduced
First Republic Investment Management, Inc.542,317$38.2M0.08%+51,721+10.5%Added
Kennedy Capital Management, Inc.562,751$39.6M0.84%−13,134−2.3%Reduced
Fuller & Thaler Asset Management, Inc.568,857$40.1M0.23%+134,911+31.1%Added
Victory Capital Management Inc614,631$43.3M0.04%−43,768−6.6%Reduced
Ameriprise Financial Inc649,531$45.7M0.01%+129,453+24.9%Added
New York State Common Retirement Fund663,238$46.7M0.05%−61,988−8.5%Reduced
Principal Financial Group Inc691,693$48.7M0.03%−105,268−13.2%Reduced
Bank of America Corp844,814$59.5M0.01%−11,856−1.4%Reduced
GW&K Investment Management, LLC864,940$60.9M0.51%−10,035−1.1%Reduced
Norges Bank948,963$66.8M0.01%−15,320−1.6%Reduced
Charles Schwab Investment Management Inc982,314$69.2M0.02%+9,068+0.9%Added
Northern Trust Corp1,104,572$77.8M0.01%−129,263−10.5%Reduced
Bank of New York Mellon Corp1,190,285$83.8M0.02%−45,778−3.7%Reduced
Channing Capital Management, LLC1,204,855$84.8M2.40%+70,063+6.2%Added
Geode Capital Management, LLC1,502,129$105.8M0.01%+23,836+1.6%Added
Silvercrest Asset Management Group LLC1,606,989$112.3M0.71%−71,067−4.2%Reduced
Goldman Sachs Group Inc1,684,090$118.6M0.03%−51,888−3.0%Reduced
Fisher Asset Management, LLC1,848,818$130.2M0.07%−22,608−1.2%Reduced
Invesco Ltd.1,937,147$136.4M0.03%+11,118+0.6%Added
Stifel Financial Corp2,305,967$162.4M0.21%+26,228+1.2%Added
Dimensional Fund Advisors LP2,328,166$163.9M0.05%−263,910−10.2%Reduced
Millennium Management LLC2,638,650$185.8M0.20%+368,025+16.2%Added
State Street Corp2,732,569$192.4M0.01%+90,268+3.4%Added
Earnest Partners LLC2,782,710$196.0M1.13%−108,613−3.8%Reduced
Alliancebernstein L.P.3,891,700$274.1M0.10%−540,356−12.2%Reduced
Macquarie Group Ltd4,408,922$310.5M0.26%−338,123−7.1%Reduced
Capital Research Global Investors6,080,494$428.2M0.09%+7310.0%Added
Vanguard Group Inc9,715,835$684.2M0.02%+198,833+2.1%Added
BlackRock Inc.12,647,285$890.6M0.02%+743,430+6.2%Added
Citadel Advisors LLC0$00.00%−268,154−100.0%Sold out
Renaissance Technologies LLC0$00.00%−254,315−100.0%Sold out
Ergoteles LLC0$00.00%−193,978−100.0%Sold out
HRT Financial LP0$00.00%−117,776−100.0%Sold out
M&G Investment Management Ltd0$00.00%−94,971−100.0%Sold out
AXA S.A.0$00.00%−76,400−100.0%Sold out
State of Tennessee, Treasury Department0$00.00%−60,530−100.0%Sold out
Phocas Financial Corp.0$00.00%−47,954−100.0%Sold out
Employees Retirement System of Texas0$00.00%−35,164−100.0%Sold out
Enterprise Financial Services Corp0$00.00%−8,159−100.0%Sold out
Caption Management, LLC0$00.00%−7,889−100.0%Sold out
Algert Global LLC0$00.00%−7,656−100.0%Sold out
DuPont Capital Management Corp0$00.00%−6,618−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−6,099−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−4,569−100.0%Sold out
BEAM Asset Management, LLC0$00.00%−4,435−100.0%Sold out
Capula Management Ltd0$00.00%−4,229−100.0%Sold out
Seven Eight Capital, LP0$00.00%−3,643−100.0%Sold out
Sumitomo Mitsui Trust Holdings, Inc.0$00.00%−3,200−100.0%Sold out
Cigna Investments Inc0$00.00%−3,079−100.0%Sold out
Franklin Resources Inc0$00.00%−3,046−100.0%Sold out
US Asset Management LLC0$00.00%−2,667−100.0%Sold out
Twin Tree Management, LP0$00.00%−1,958−100.0%Sold out
Creative Financial Designs Inc0$00.00%−1,184−100.0%Sold out
Group One Trading, L.P.0$00.00%−767−100.0%Sold out
Harbour Investments, Inc.0$00.00%−600−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−259−100.0%Sold out
Bessemer Group Inc0$00.00%−228−100.0%Sold out
HM Payson & Co0$00.00%−198−100.0%Sold out
Guidance Point Advisors, LLC0$00.00%−87−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−83−100.0%Sold out
TD Private Client Wealth LLC0$00.00%−19−100.0%Sold out
West Paces Advisors Inc.0$00.00%−15−100.0%Sold out
Meeder Asset Management Inc0$00.00%−4−100.0%Sold out
BBVA USA––––Not filed
First Mercantile Trust Co––––Not filed
World Asset Management Inc––––Not filed
Heritage Wealth Management, LLC––––Not filed
Security National Trust Co––––Not filed
Berman Capital Advisors, LLC––––Not filed