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, Q1 2022
Institutional positions in Stifel Financial Corp as of Mar 31, 2022. 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
- 367
- +25 vs. Q4 2021
- Shares held
- 89.3M
- +1.75M (+2.0%) vs. Q4 2021
- Total value
- $6.06B
- −$98.1M (−1.6%) vs. Q4 2021
- New holders
- 58
- 128 more added
- Sold out
- 33
- 123 more reduced
6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 2 | $0 | 0.00% | +2 | New |
| Neo Ivy Capital Management | 14 | $0 | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 4 | $0 | 0.00% | +4 | New |
| Washington Trust Co | 21 | $1.00K | 0.00% | −2−8.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 21 | $1.00K | 0.00% | +4+23.5% | Added |
| AdvisorNet Financial, Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 10 | $1.00K | 0.00% | +10 | New |
| Massmutual Trust Co FSB | 10 | $1.00K | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Sutton Wealth Advisors Inc. | 19 | $1.29K | 0.00% | +8+72.7% | Added |
| Allworth Financial LP | 25 | $2.00K | 0.00% | −278−91.7% | Reduced |
| Glassman Wealth Services | 24 | $2.00K | 0.00% | −21−46.7% | Reduced |
| Huntington National Bank | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 35 | $2.00K | 0.00% | +5+16.7% | Added |
| Prestige Wealth Management Group LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 27 | $2.00K | 0.00% | +6+28.6% | Added |
| Disciplined Investments, LLC | 23 | $2.00K | 0.00% | +23 | New |
| Thompson Siegel & Walmsley LLC | 50 | $3.00K | 0.00% | −50−50.0% | Reduced |
| HWG Holdings LP | 48 | $3.00K | 0.00% | +48 | New |
| Cordant, Inc. | 51 | $3.00K | 0.00% | +51 | New |
| Spire Wealth Management | 45 | $3.00K | 0.00% | +45 | New |
| Carolinas Wealth Consulting LLC | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 62 | $4.00K | 0.00% | +62 | New |
| Denali Advisors LLC | 76 | $5.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 80 | $5.00K | 0.00% | +10+14.3% | Added |
| CVA Family Office, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 78 | $5.00K | 0.00% | +45+136.4% | Added |
| Zions Bancorporation, N.A. | 105 | $7.00K | 0.00% | +105 | New |
| Quent Capital, LLC | 124 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 138 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 130 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 189 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 198 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 200 | $14.0K | 0.00% | +200 | New |
| Aquatic Capital Management LLC | 200 | $14.0K | 0.02% | +200 | New |
| Zullo Investment Group, Inc. | 228 | $15.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 296 | $18.0K | 0.00% | +296 | New |
| Clearstead Advisors, LLC | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 292 | $20.0K | 0.01% | +132+82.5% | Added |
| Whittier Trust Co | 336 | $23.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 337 | $23.0K | 0.01% | +337 | New |
| Riverview Trust Co | 348 | $24.0K | 0.02% | +348 | New |
| Fortitude Advisory Group L.L.C. | 401 | $27.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 409 | $28.0K | 0.00% | −171−29.5% | Reduced |
| Lindbrook Capital, LLC | 412 | $28.0K | 0.00% | +61+17.4% | Added |
| Proequities, Inc. | 424 | $29.0K | 0.00% | +133+45.7% | Added |
| Salem Investment Counselors Inc | 450 | $31.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 457 | $31.0K | 0.06% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 468 | $32.0K | 0.01% | −20−4.1% | Reduced |
| Lazard Asset Management LLC | 503 | $34.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 524 | $35.6K | 0.00% | +524 | New |
| Front Row Advisors LLC | 561 | $38.0K | 0.02% | −15−2.6% | Reduced |
| TD Private Client Wealth LLC | 615 | $41.8K | 0.00% | +615 | New |
| Smith Group Asset Management, LLC | 637 | $43.0K | 0.00% | −35−5.2% | Reduced |
| Ci Investments Inc. | 752 | $51.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 749 | $51.0K | 0.00% | +249+49.8% | Added |
| State of Wyoming | 786 | $53.0K | 0.03% | −955−54.9% | Reduced |
| Leonteq Securities AG | 894 | $60.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 913 | $62.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 921 | $63.0K | 0.00% | +135+17.2% | Added |
| Quadrant Capital Group LLC | 997 | $68.0K | 0.01% | +146+17.2% | Added |
| Evoke Wealth, LLC | 1,012 | $69.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,044 | $71.0K | 0.01% | +5+0.5% | Added |
| Assetmark, Inc | 1,308 | $89.0K | 0.00% | −10−0.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,323 | $90.0K | 0.08% | +7+0.5% | Added |
| Rockefeller Capital Management L.P. | 1,424 | $95.0K | 0.00% | −85−5.6% | Reduced |
| First Bank & Trust | 1,724 | $117.0K | 0.04% | −318−15.6% | Reduced |
| Stonebridge Capital Advisors LLC | 1,720 | $117.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,728 | $117.3K | 0.00% | +1,728 | New |
| Robeco Institutional Asset Management B.V. | 1,758 | $120.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 2,085 | $142.0K | 0.03% | −63−2.9% | Reduced |
| NN Investment Partners Holdings N.V. | 2,148 | $146.0K | 0.00% | −87−3.9% | Reduced |
| Country Trust Bank | 2,303 | $156.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,453 | $159.0K | 0.00% | +2,174+779.2% | Added |
| Altshuler Shaham Ltd | 2,408 | $164.0K | 0.00% | +280+13.2% | Added |
| Heritage Wealth Management, LLC | 2,461 | $167.0K | 0.05% | +2,461 | New |
| Captrust Financial Advisors | 2,616 | $178.0K | 0.00% | +34+1.3% | Added |
| CWM, LLC | 2,663 | $181.0K | 0.00% | +2,592+3,650.7% | Added |
| US Asset Management LLC | 2,667 | $181.0K | 0.17% | +2,667 | New |
| Parallel Advisors, LLC | 2,725 | $189.0K | 0.01% | +910+50.1% | Added |
| Busey Wealth Management | 3,000 | $204.0K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,133 | $213.0K | 0.00% | +65+2.1% | Added |
| Harbor Investment Advisory, LLC | 3,146 | $214.0K | 0.03% | −142−4.3% | Reduced |
| Eqis Capital Management, Inc. | 3,213 | $218.0K | 0.02% | −18−0.6% | Reduced |
| Adviser Investments LLC | 3,246 | $220.0K | 0.01% | −650−16.7% | Reduced |
| Bokf, NA | 3,424 | $232.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,430 | $233.0K | 0.00% | −366−9.6% | Reduced |
| CWM Advisors, LLC | 3,434 | $233.0K | 0.03% | −45−1.3% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $234.0K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,460 | $234.0K | 0.01% | +3,357+3,259.2% | Added |
| Intersect Capital LLC | 3,510 | $238.0K | 0.05% | +28+0.8% | Added |
| Astrantus Ltd | 3,600 | $244.0K | 0.41% | +3,600 | New |
| Mirabella Financial Services LLP | 3,643 | $247.0K | 0.03% | +3,643 | New |
| Detalus Advisors, LLC | 3,654 | $248.0K | 0.13% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,760 | $255.0K | 0.05% | +1,542+69.5% | Added |
| Nisa Investment Advisors, LLC | 3,897 | $265.0K | 0.00% | 00.0% | Unchanged |