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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, 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.

Institutional holdersQ1 2022: 367 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 heldQ1 2022: $6.06B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q4 2021.

Institutions holding SF in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Larson Financial Group LLC1,044$71.0K0.01%+5+0.5%Added
Evoke Wealth, LLC1,012$69.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC997$68.0K0.01%+146+17.2%Added
Signaturefd, LLC921$63.0K0.00%+135+17.2%Added
Umb Bank N A913$62.0K0.00%00.0%Unchanged
Leonteq Securities AG894$60.7K0.00%00.0%Unchanged
State of Wyoming786$53.0K0.03%−955−54.9%Reduced
Ci Investments Inc.752$51.0K0.00%00.0%Unchanged
Central Trust Co749$51.0K0.00%+249+49.8%Added
Smith Group Asset Management, LLC637$43.0K0.00%−35−5.2%Reduced
TD Private Client Wealth LLC615$41.8K0.00%+615New
Front Row Advisors LLC561$38.0K0.02%−15−2.6%Reduced
Nomura Asset Management Co Ltd524$35.6K0.00%+524New
Lazard Asset Management LLC503$34.0K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC468$32.0K0.01%−20−4.1%Reduced
Salem Investment Counselors Inc450$31.0K0.00%00.0%Unchanged
Sageworth Trust Co of South Dakota457$31.0K0.06%00.0%Unchanged
Proequities, Inc.424$29.0K0.00%+133+45.7%Added
Ellevest, Inc.409$28.0K0.00%−171−29.5%Reduced
Lindbrook Capital, LLC412$28.0K0.00%+61+17.4%Added
Fortitude Advisory Group L.L.C.401$27.0K0.01%00.0%Unchanged
Riverview Trust Co348$24.0K0.02%+348New
Whittier Trust Co336$23.0K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.337$23.0K0.01%+337New
Clearstead Advisors, LLC300$20.0K0.00%00.0%Unchanged
Covestor Ltd292$20.0K0.01%+132+82.5%Added
Global Retirement Partners, LLC296$18.0K0.00%+296New
Zullo Investment Group, Inc.228$15.0K0.01%00.0%Unchanged
Sargent Bickham Lagudis LLC200$14.0K0.00%+200New
Aquatic Capital Management LLC200$14.0K0.02%+200New
Sandy Spring Bank198$13.0K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC189$12.0K0.00%00.0%Unchanged
Sageworth Trust Co138$9.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC130$9.00K0.00%00.0%Unchanged
Quent Capital, LLC124$8.00K0.00%00.0%Unchanged
Zions Bancorporation, N.A.105$7.00K0.00%+105New
Denali Advisors LLC76$5.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC80$5.00K0.00%+10+14.3%Added
CVA Family Office, LLC75$5.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC78$5.00K0.00%+45+136.4%Added
Carolinas Wealth Consulting LLC52$4.00K0.00%00.0%Unchanged
Meeder Asset Management Inc62$4.00K0.00%+62New
Thompson Siegel & Walmsley LLC50$3.00K0.00%−50−50.0%Reduced
HWG Holdings LP48$3.00K0.00%+48New
Cordant, Inc.51$3.00K0.00%+51New
Spire Wealth Management45$3.00K0.00%+45New
Allworth Financial LP25$2.00K0.00%−278−91.7%Reduced
Glassman Wealth Services24$2.00K0.00%−21−46.7%Reduced
Huntington National Bank32$2.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC28$2.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.29$2.00K0.00%00.0%Unchanged
Aua Capital Management, LLC35$2.00K0.00%+5+16.7%Added
Prestige Wealth Management Group LLC28$2.00K0.00%00.0%Unchanged
Schubert & Co27$2.00K0.00%+6+28.6%Added
Disciplined Investments, LLC23$2.00K0.00%+23New
Sutton Wealth Advisors Inc.19$1.29K0.00%+8+72.7%Added
Washington Trust Co21$1.00K0.00%−2−8.7%Reduced
Cullen/Frost Bankers, Inc.18$1.00K0.00%00.0%Unchanged
Manchester Capital Management LLC21$1.00K0.00%+4+23.5%Added
AdvisorNet Financial, Inc20$1.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC12$1.00K0.00%00.0%Unchanged
Bessemer Group Inc10$1.00K0.00%+10New
Massmutual Trust Co FSB10$1.00K0.00%+10New
Financial Management Professionals, Inc.11$1.00K0.00%+11New
TCI Wealth Advisors, Inc.2$00.00%+2New
Neo Ivy Capital Management14$00.00%+14New
SJS Investment Consulting Inc.4$00.00%+4New
Gillson Capital LP0$00.00%−223,656−100.0%Sold out
Full18 Capital LLC0$00.00%−75,545−100.0%Sold out
Capitolis Advisors LLC0$00.00%−50,238−100.0%Sold out
CWA Asset Management Group, LLC0$00.00%−44,724−100.0%Sold out
Duality Advisers, LP0$00.00%−41,994−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−30,517−100.0%Sold out
Eagle Asset Management Inc0$00.00%−29,087−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−18,585−100.0%Sold out
APG Asset Management N.V.0$00.00%−17,600−100.0%Sold out
Pacer Advisors, Inc.0$00.00%−14,876−100.0%Sold out
Rational Advisors LLC0$00.00%−13,484−100.0%Sold out
Trexquant Investment LP0$00.00%−10,330−100.0%Sold out
Teton Advisors, Inc.0$00.00%−9,750−100.0%Sold out
Twinbeech Capital LP0$00.00%−9,748−100.0%Sold out
Paloma Partners Management Co0$00.00%−8,266−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−6,379−100.0%Sold out
National Asset Management, Inc.0$00.00%−5,041−100.0%Sold out
Jane Street Group, LLC0$00.00%−4,686−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−4,410−100.0%Sold out
Private Advisor Group, LLC0$00.00%−3,187−100.0%Sold out
Walleye Capital LLC0$00.00%−3,171−100.0%Sold out
Teza Capital Management LLC0$00.00%−3,004−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−1,571−100.0%Sold out
Cutler Group LP0$00.00%−1,394−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−1,305−100.0%Sold out
Simplex Trading, LLC0$00.00%−751−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−652−100.0%Sold out
Confluence Wealth Services, Inc.0$00.00%−361−100.0%Sold out
Lakeview Capital Partners, LLC0$00.00%−22,853−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−292−100.0%Sold out
Cambridge Trust Co0$00.00%−195−100.0%Sold out
Lee Financial Co0$00.00%−28−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−20−100.0%Sold out