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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 410 | $28.0K | 0.00% | +410 | New |
| Salem Investment Counselors Inc | 450 | $25.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 426 | $24.0K | 0.00% | −326−43.4% | Reduced |
| Group One Trading, L.P. | 400 | $22.0K | 0.00% | +400 | New |
| Lindbrook Capital, LLC | 362 | $20.0K | 0.00% | −50−12.1% | Reduced |
| Whittier Trust Co | 336 | $19.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Covestor Ltd | 292 | $16.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 299 | $16.0K | 0.00% | +299 | New |
| CWM, LLC | 254 | $14.0K | 0.00% | −2,409−90.5% | Reduced |
| Riverview Trust Co | 224 | $13.0K | 0.01% | −124−35.6% | Reduced |
| Zullo Investment Group, Inc. | 228 | $13.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 209 | $12.0K | 0.00% | +184+736.0% | Added |
| 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 |
| 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 | 138 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 151 | $8.00K | 0.00% | +151 | New |
| Hexagon Capital Partners LLC | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 124 | $7.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $6.00K | 0.00% | +25+33.3% | Added |
| New Millennium Group LLC | 100 | $6.00K | 0.01% | +100 | New |
| Parallax Volatility Advisers, L.P. | 92 | $5.00K | 0.00% | +92 | 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 |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 19 | $1.06K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Sofos Investments, Inc. | 392 | – | – | +392 | New |
| Beacon Harbor Wealth Advisors, Inc. | 0 | $0 | 0.00% | −58,380−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −37,200−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −23,726−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −21,540−100.0% | Sold out |
| Bowling Portfolio Management LLC | 0 | $0 | 0.00% | −20,945−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −18,145−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −18,067−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,883−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,707−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −6,928−100.0% | Sold out |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −6,799−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,690−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −6,518−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −6,493−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −6,001−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −5,591−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,586−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −4,943−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −4,880−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,714−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −4,299−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −4,072−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,643−100.0% | Sold out |
| Intersect Capital LLC | 0 | $0 | 0.00% | −3,510−100.0% | Sold out |
| First Fiduciary Investment Counsel, Inc. | 0 | $0 | 0.00% | −3,450−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −3,424−100.0% | Sold out |
| Adviser Investments LLC | 0 | $0 | 0.00% | −3,246−100.0% | Sold out |
| Busey Wealth Management | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| American Portfolios Advisors | 0 | $0 | 0.00% | −1,728−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −894−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −503−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −337−100.0% | Sold out |
| Sargent Bickham Lagudis LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |