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, Q2 2022
Institutional positions in Stifel Financial Corp as of Jun 30, 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
- 353
- −3 vs. Q1 2022
- Shares held
- 89.9M
- +1.55M (+1.8%) vs. Q1 2022
- Total value
- $5.04B
- −$958.6M (−16.0%) vs. Q1 2022
- New holders
- 41
- 135 more added
- Sold out
- 44
- 131 more reduced
11 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 5 | $0 | 0.00% | −5−50.0% | Reduced |
| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | +6 | New |
| Wolff Wiese Magana LLC | 5 | $0 | 0.00% | +5 | New |
| NVWM, LLC | 15 | $1.00K | 0.00% | −12,366−99.9% | Reduced |
| Spire Wealth Management | 15 | $1.00K | 0.00% | −30−66.7% | Reduced |
| ClariVest Asset Management LLC | 22 | $1.00K | 0.00% | −6−21.4% | Reduced |
| Glassman Wealth Services | 12 | $1.00K | 0.00% | −12−50.0% | Reduced |
| Disciplined Investments, LLC | 20 | $1.00K | 0.00% | −3−13.0% | Reduced |
| Washington Trust Co | 15 | $1.00K | 0.00% | −6−28.6% | Reduced |
| BDO Wealth Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 29 | $1.00K | 0.00% | +29 | New |
| Sutton Wealth Advisors Inc. | 19 | $1.06K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 35 | $2.00K | 0.00% | −714−95.3% | Reduced |
| SRS Capital Advisors, Inc. | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 43 | $2.00K | 0.00% | +8+22.9% | Added |
| Prestige Wealth Management Group LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 37 | $2.00K | 0.00% | +27+270.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 40 | $2.00K | 0.00% | +40 | New |
| JFS Wealth Advisors, LLC | 48 | $3.00K | 0.00% | −30−38.5% | Reduced |
| Carolinas Wealth Consulting LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 52 | $3.00K | 0.00% | +25+92.6% | Added |
| HighMark Wealth Management LLC | 49 | $3.00K | 0.00% | +49 | New |
| Bell Investment Advisors, Inc | 45 | $3.00K | 0.00% | +45 | New |
| Zions Bancorporation, N.A. | 77 | $4.00K | 0.00% | −28−26.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 74 | $4.00K | 0.00% | −6−7.5% | Reduced |
| AdvisorNet Financial, Inc | 70 | $4.00K | 0.00% | +50+250.0% | Added |
| Parallax Volatility Advisers, L.P. | 92 | $5.00K | 0.00% | +92 | New |
| CVA Family Office, LLC | 100 | $6.00K | 0.00% | +25+33.3% | Added |
| New Millennium Group LLC | 100 | $6.00K | 0.01% | +100 | New |
| Hexagon Capital Partners LLC | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 124 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 138 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 151 | $8.00K | 0.00% | +151 | New |
| Fieldpoint Private Securities, LLC | 167 | $9.00K | 0.00% | −301−64.3% | Reduced |
| Private Trust Co NA | 155 | $9.00K | 0.00% | +155 | New |
| Sageworth Trust Co of South Dakota | 201 | $11.0K | 0.02% | −256−56.0% | Reduced |
| Sandy Spring Bank | 198 | $11.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 209 | $12.0K | 0.00% | +184+736.0% | Added |
| Riverview Trust Co | 224 | $13.0K | 0.01% | −124−35.6% | Reduced |
| Zullo Investment Group, Inc. | 228 | $13.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 254 | $14.0K | 0.00% | −2,409−90.5% | Reduced |
| Covestor Ltd | 292 | $16.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 299 | $16.0K | 0.00% | +299 | New |
| Proequities, Inc. | 297 | $17.0K | 0.00% | −127−30.0% | Reduced |
| Clearstead Advisors, LLC | 300 | $17.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 297 | $17.0K | 0.00% | +1+0.3% | Added |
| Whittier Trust Co | 336 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 362 | $20.0K | 0.00% | −50−12.1% | Reduced |
| Group One Trading, L.P. | 400 | $22.0K | 0.00% | +400 | New |
| Ci Investments Inc. | 426 | $24.0K | 0.00% | −326−43.4% | Reduced |
| Salem Investment Counselors Inc | 450 | $25.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 410 | $28.0K | 0.00% | +410 | New |
| Nomura Asset Management Co Ltd | 524 | $29.4K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 561 | $31.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 684 | $38.0K | 0.02% | −102−13.0% | Reduced |
| First Horizon Advisors, Inc. | 700 | $38.0K | 0.00% | +700 | New |
| TD Private Client Wealth LLC | 732 | $41.0K | 0.00% | +117+19.0% | Added |
| Meeder Asset Management Inc | 792 | $44.0K | 0.00% | +730+1,177.4% | Added |
| Assetmark, Inc | 808 | $45.0K | 0.00% | −500−38.2% | Reduced |
| Huntington National Bank | 795 | $45.0K | 0.00% | +763+2,384.4% | Added |
| Ellevest, Inc. | 850 | $48.0K | 0.00% | +441+107.8% | Added |
| Signaturefd, LLC | 880 | $49.0K | 0.00% | −41−4.5% | Reduced |
| Umb Bank N A | 913 | $51.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 965 | $54.0K | 0.01% | +965 | New |
| Evoke Wealth, LLC | 1,012 | $57.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,049 | $59.0K | 0.01% | +5+0.5% | Added |
| Rockefeller Capital Management L.P. | 1,293 | $72.0K | 0.00% | −131−9.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,329 | $74.0K | 0.07% | +6+0.5% | Added |
| Exchange Traded Concepts, LLC | 1,505 | $84.0K | 0.00% | +1,505 | New |
| Quadrant Capital Group LLC | 1,532 | $86.0K | 0.01% | +535+53.7% | Added |
| Stonebridge Capital Advisors LLC | 1,630 | $91.0K | 0.01% | −90−5.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,753 | $98.0K | 0.00% | +1,753 | New |
| Robeco Institutional Asset Management B.V. | 1,758 | $99.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,906 | $107.0K | 0.00% | +1,906 | New |
| First Bank & Trust | 2,149 | $120.0K | 0.04% | +425+24.7% | Added |
| Counterpoint Mutual Funds LLC | 2,188 | $123.0K | 0.08% | +2,188 | New |
| Country Trust Bank | 2,250 | $126.0K | 0.00% | −53−2.3% | Reduced |
| Altshuler Shaham Ltd | 2,269 | $127.0K | 0.00% | −139−5.8% | Reduced |
| Capital Impact Advisors, LLC | 2,463 | $138.0K | 0.13% | −9,568−79.5% | Reduced |
| IFP Advisors, Inc | 2,147 | $140.0K | 0.00% | −306−12.5% | Reduced |
| Heritage Wealth Management, LLC | 2,510 | $140.6K | 0.05% | +49+2.0% | Added |
| Harbor Investment Advisory, LLC | 2,619 | $147.0K | 0.02% | −527−16.8% | Reduced |
| Private Capital Group, LLC | 2,635 | $148.0K | 0.11% | +550+26.4% | Added |
| Parallel Advisors, LLC | 2,697 | $151.0K | 0.01% | −28−1.0% | Reduced |
| US Asset Management LLC | 2,726 | $153.0K | 0.17% | +59+2.2% | Added |
| Van Eck Associates Corp | 2,797 | $157.0K | 0.00% | +2,797 | New |
| Detalus Advisors, LLC | 3,654 | $205.0K | 0.12% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,753 | $210.0K | 0.03% | +319+9.3% | Added |
| Harvest Fund Management Co., Ltd | 3,760 | $211.0K | 0.06% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 3,814 | $214.0K | 0.00% | −1,983−34.2% | Reduced |
| Nisa Investment Advisors, LLC | 3,897 | $218.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,900 | $218.0K | 0.01% | +440+12.7% | Added |
| Formidable Asset Management, LLC | 3,901 | $219.0K | 0.05% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,915 | $219.0K | 0.04% | +3,915 | New |
| Meritage Portfolio Management | 3,932 | $220.0K | 0.02% | −6−0.2% | Reduced |
| Fulton Bank, N.A. | 3,948 | $221.0K | 0.01% | −98−2.4% | Reduced |
| Capital Management Corp | 4,000 | $224.0K | 0.06% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 4,000 | $224.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,021 | $225.0K | 0.00% | −294−6.8% | Reduced |
| Profund Advisors LLC | 4,095 | $229.0K | 0.01% | −693−14.5% | Reduced |