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, Q3 2022
Institutional positions in Stifel Financial Corp as of Sep 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
- 335
- −13 vs. Q2 2022
- Shares held
- 89.3M
- −632.6K (−0.7%) vs. Q2 2022
- Total value
- $4.64B
- −$404.2M (−8.0%) vs. Q2 2022
- New holders
- 28
- 127 more added
- Sold out
- 41
- 131 more reduced
5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 7 | $0 | 0.00% | +7 | New |
| Sutton Wealth Advisors Inc. | 2 | $104 | 0.00% | −17−89.5% | Reduced |
| Allworth Financial LP | 17 | $1.00K | 0.00% | −192−91.9% | Reduced |
| AdvisorNet Financial, Inc | 25 | $1.00K | 0.00% | −45−64.3% | Reduced |
| Prestige Wealth Management Group LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 27 | $1.00K | 0.00% | +12+80.0% | Added |
| Glassman Wealth Services | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 27 | $1.00K | 0.00% | +21+350.0% | Added |
| Money Concepts Capital Corp | 18 | $1.00K | 0.00% | +18 | New |
| Clean Yield Group | 18 | $1.00K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 25 | $1.00K | 0.00% | +25 | New |
| Farmers & Merchants Investments Inc | 48 | $2.00K | 0.00% | −103−68.2% | Reduced |
| Schubert & Co | 46 | $2.00K | 0.00% | −6−11.5% | Reduced |
| SRS Capital Advisors, Inc. | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 39 | $2.00K | 0.00% | −4−9.3% | Reduced |
| Disciplined Investments, LLC | 30 | $2.00K | 0.00% | +10+50.0% | Added |
| Carolinas Wealth Consulting LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $3.00K | 0.00% | +20+44.4% | Added |
| Massmutual Trust Co FSB | 59 | $3.00K | 0.00% | +22+59.5% | Added |
| Denali Advisors LLC | 53 | $3.00K | 0.00% | +53 | New |
| Parallax Volatility Advisers, L.P. | 92 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 105 | $5.00K | 0.00% | +57+118.8% | Added |
| HighMark Wealth Management LLC | 89 | $5.00K | 0.00% | +40+81.6% | Added |
| Sageworth Trust Co of South Dakota | 118 | $6.00K | 0.01% | −83−41.3% | Reduced |
| Quent Capital, LLC | 124 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 138 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 155 | $8.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 175 | $9.00K | 0.00% | +75+75.0% | Added |
| Sandy Spring Bank | 198 | $10.0K | 0.00% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 197 | $10.0K | 0.00% | +197 | New |
| Zullo Investment Group, Inc. | 228 | $12.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 289 | $15.0K | 0.00% | +284+5,680.0% | Added |
| Clearstead Advisors, LLC | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 331 | $17.0K | 0.00% | −31−8.6% | Reduced |
| Whittier Trust Co | 336 | $17.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 299 | $18.0K | 0.00% | +2+0.7% | Added |
| Meeder Asset Management Inc | 362 | $19.0K | 0.00% | −430−54.3% | Reduced |
| CWM, LLC | 375 | $19.0K | 0.00% | +121+47.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 375 | $19.0K | 0.00% | +335+837.5% | Added |
| Proequities, Inc. | 388 | $20.0K | 0.00% | +91+30.6% | Added |
| Ci Investments Inc. | 405 | $21.0K | 0.00% | −21−4.9% | Reduced |
| Ellevest, Inc. | 434 | $23.0K | 0.00% | −416−48.9% | Reduced |
| Salem Investment Counselors Inc | 450 | $23.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 524 | $27.2K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 547 | $28.0K | 0.00% | −4,750−89.7% | Reduced |
| Front Row Advisors LLC | 554 | $29.0K | 0.02% | −7−1.2% | Reduced |
| TD Private Client Wealth LLC | 670 | $34.8K | 0.00% | −62−8.5% | Reduced |
| First Horizon Advisors, Inc. | 700 | $35.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 668 | $35.0K | 0.02% | −16−2.3% | Reduced |
| Signaturefd, LLC | 816 | $42.0K | 0.00% | −64−7.3% | Reduced |
| Assetmark, Inc | 808 | $42.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 885 | $46.0K | 0.00% | −28−3.1% | Reduced |
| Huntington National Bank | 907 | $47.0K | 0.00% | +112+14.1% | Added |
| Evoke Wealth, LLC | 1,012 | $53.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,065 | $55.0K | 0.01% | +16+1.5% | Added |
| Advanced Research Investment Solutions, LLC | 1,101 | $57.0K | 0.04% | +1,101 | New |
| Ronald Blue Trust, Inc. | 1,129 | $63.0K | 0.00% | +719+175.4% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,336 | $69.0K | 0.06% | +7+0.5% | Added |
| Quantbot Technologies LP | 1,417 | $73.0K | 0.01% | +1,417 | New |
| Quadrant Capital Group LLC | 1,450 | $75.0K | 0.01% | −82−5.4% | Reduced |
| Stonebridge Capital Advisors LLC | 1,630 | $85.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 2,034 | $106.0K | 0.00% | −235−10.4% | Reduced |
| Covestor Ltd | 2,082 | $108.0K | 0.10% | +1,790+613.0% | Added |
| Harvest Fund Management Co., Ltd | 2,120 | $110.0K | 0.03% | −1,640−43.6% | Reduced |
| Rockefeller Capital Management L.P. | 2,230 | $115.0K | 0.00% | +937+72.5% | Added |
| Country Trust Bank | 2,250 | $117.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,495 | $130.0K | 0.00% | −17,629−87.6% | Reduced |
| Parallel Advisors, LLC | 2,550 | $132.0K | 0.01% | −147−5.5% | Reduced |
| Heritage Wealth Management, LLC | 2,602 | $135.0K | 0.04% | +92+3.7% | Added |
| Harbor Investment Advisory, LLC | 2,619 | $136.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,176 | $142.0K | 0.00% | +29+1.4% | Added |
| Wipfli Financial Advisors LLC, | 2,746 | $143.0K | 0.01% | +2,746 | New |
| Van Eck Associates Corp | 3,074 | $160.0K | 0.00% | +277+9.9% | Added |
| Neo Ivy Capital Management | 3,192 | $166.0K | 0.44% | +3,192 | New |
| Capital Impact Advisors, LLC | 2,907 | $182.0K | 0.18% | +444+18.0% | Added |
| Meritage Portfolio Management | 3,951 | $205.0K | 0.02% | +19+0.5% | Added |
| Snowden Capital Advisors LLC | 3,979 | $206.0K | 0.01% | +79+2.0% | Added |
| Stratos Wealth Partners, LTD. | 3,987 | $207.0K | 0.01% | −228−5.4% | Reduced |
| Formidable Asset Management, LLC | 3,800 | $207.0K | 0.05% | −101−2.6% | Reduced |
| CWM Advisors, LLC | 3,980 | $207.0K | 0.03% | +227+6.0% | Added |
| Capital Management Corp | 4,000 | $208.0K | 0.06% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 4,000 | $208.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,021 | $209.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,062 | $211.0K | 0.02% | −33−0.8% | Reduced |
| Fulton Bank, N.A. | 4,095 | $213.0K | 0.01% | +147+3.7% | Added |
| Blueshift Asset Management, LLC | 4,177 | $217.0K | 0.05% | −5,021−54.6% | Reduced |
| PDT Partners, LLC | 4,171 | $217.0K | 0.03% | −4,985−54.4% | Reduced |
| PFG Advisors | 4,176 | $217.0K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,977 | $218.0K | 0.00% | +80+2.1% | Added |
| Winton Group Ltd | 4,280 | $222.0K | 0.01% | +4,280 | New |
| Weiss Multi-Strategy Advisers LLC | 4,298 | $223.0K | 0.01% | +4,298 | New |
| Northwestern Mutual Wealth Management Co | 4,339 | $226.0K | 0.00% | −181−4.0% | Reduced |
| Radnor Capital Management, LLC | 4,377 | $227.0K | 0.07% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 4,474 | $232.0K | 0.08% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4,539 | $236.0K | 0.01% | +4,539 | New |
| Acadian Asset Management LLC | 4,662 | $241.0K | 0.00% | −163,476−97.2% | Reduced |