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 |
|---|---|---|---|---|---|
| Central Trust Co | 500 | $35.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 503 | $35.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 488 | $34.0K | 0.01% | +85+21.1% | Added |
| 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 |
| Fortitude Advisory Group L.L.C. | 401 | $28.0K | 0.01% | +401 | New |
| Lindbrook Capital, LLC | 351 | $25.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 361 | $25.0K | 0.01% | +361 | New |
| Whittier Trust Co | 336 | $24.0K | 0.00% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 22,853 | $23.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Proequities, Inc. | 291 | $20.0K | 0.00% | −96−24.8% | Reduced |
| IFP Advisors, Inc | 279 | $19.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 228 | $16.0K | 0.01% | +228 | New |
| Sandy Spring Bank | 198 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 195 | $14.0K | 0.00% | +195 | New |
| Lenox Wealth Advisors, LLC | 189 | $13.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 160 | $11.0K | 0.02% | +160 | New |
| Sageworth Trust Co | 138 | $10.0K | 0.00% | −462−77.0% | Reduced |
| Hexagon Capital Partners LLC | 130 | $9.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 124 | $9.00K | 0.00% | +124 | New |
| Thompson Siegel & Walmsley LLC | 100 | $7.00K | 0.00% | +100 | New |
| Snowden Capital Advisors LLC | 103 | $7.00K | 0.00% | +103 | New |
| 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 |
| Carolinas Wealth Consulting LLC | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 45 | $3.00K | 0.00% | +21+87.5% | Added |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 11 | $775 | 0.00% | +11 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −268,154−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −254,315−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −193,978−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −117,776−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −94,971−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −76,400−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −60,530−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −47,954−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −35,164−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −8,159−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −7,889−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −7,656−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −6,618−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −6,099−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −4,569−100.0% | Sold out |
| BEAM Asset Management, LLC | 0 | $0 | 0.00% | −4,435−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −4,229−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,643−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −3,079−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −3,046−100.0% | Sold out |
| US Asset Management LLC | 0 | $0 | 0.00% | −2,667−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −1,958−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −1,184−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −767−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −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 |