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 |
|---|---|---|---|---|---|
| Sandy Spring Bank | 198 | $10.0K | 0.00% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 197 | $10.0K | 0.00% | +197 | New |
| CVA Family Office, LLC | 175 | $9.00K | 0.00% | +75+75.0% | Added |
| Private Trust Co NA | 155 | $8.00K | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 2 | $104 | 0.00% | −17−89.5% | Reduced |
| TCI Wealth Advisors, Inc. | 7 | $0 | 0.00% | +7 | New |
| Sofos Investments, Inc. | 364 | – | – | −28−7.1% | Reduced |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −334,236−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −179,743−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −90,159−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −68,911−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −42,879−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −32,807−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −21,443−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −20,800−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −20,766−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −17,846−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −17,771−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −14,043−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −13,344−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −9,288−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −7,772−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −6,866−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,706−100.0% | Sold out |
| Origin Asset Management LLP | 0 | $0 | 0.00% | −5,530−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −5,295−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −5,027−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,994−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,915−100.0% | Sold out |
| Detalus Advisors, LLC | 0 | $0 | 0.00% | −3,654−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,188−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −2,149−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −1,906−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −1,758−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −1,505−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −965−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −299−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Coldstream Capital Management Inc | – | – | – | – | Not filed |
| Sciencast Management LP | – | – | – | – | Not filed |
| US Asset Management LLC | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |