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, Q4 2022
Institutional positions in Stifel Financial Corp as of Dec 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
- 362
- +29 vs. Q3 2022
- Shares held
- 88.3M
- +1.38M (+1.6%) vs. Q3 2022
- Total value
- $5.16B
- +$638.4M (+14.1%) vs. Q3 2022
- New holders
- 59
- 114 more added
- Sold out
- 30
- 136 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 6 | $350 | 0.00% | +4+200.0% | Added |
| Tfo-TDC, LLC | 20 | $589 | 0.00% | +20 | New |
| Glassman Wealth Services | 12 | $700 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 12 | $700 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 14 | $817 | 0.00% | +14 | New |
| Accurate Wealth Management, LLC | 15 | $914 | 0.00% | +15 | New |
| Massmutual Trust Co FSB | 18 | $1.00K | 0.00% | −41−69.5% | Reduced |
| Spire Wealth Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 18 | $1.05K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 22 | $1.28K | 0.00% | +4+22.2% | Added |
| Manchester Capital Management LLC | 24 | $1.40K | 0.00% | +24 | New |
| RFP Financial Group LLC | 24 | $1.40K | 0.00% | +24 | New |
| Washington Trust Co | 25 | $1.46K | 0.00% | −2−7.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 25 | $1.46K | 0.00% | +25 | New |
| Disciplined Investments, LLC | 26 | $1.52K | 0.00% | −4−13.3% | Reduced |
| Prestige Wealth Management Group LLC | 28 | $1.63K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 29 | $1.72K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 33 | $1.93K | 0.00% | +8+32.0% | Added |
| Beaird Harris Wealth Management, LLC | 37 | $2.16K | 0.00% | +37 | New |
| Aua Capital Management, LLC | 39 | $2.28K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 45 | $2.63K | 0.00% | −1−2.2% | Reduced |
| Farmers & Merchants Investments Inc | 48 | $2.80K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 51 | $2.98K | 0.00% | −1−1.9% | Reduced |
| Denali Advisors LLC | 53 | $3.09K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 67 | $3.91K | 0.00% | +2+3.1% | Added |
| Farther Finance Advisors, LLC | 75 | $4.38K | 0.00% | +75 | New |
| GWM Advisors LLC | 135 | $4.96K | 0.00% | +135 | New |
| HighMark Wealth Management LLC | 89 | $5.20K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 92 | $5.54K | 0.00% | +92 | New |
| JFS Wealth Advisors, LLC | 97 | $5.66K | 0.00% | −8−7.6% | Reduced |
| Allworth Financial LP | 102 | $5.95K | 0.00% | +85+500.0% | Added |
| Cary Street Partner Investment Advisory LLC | 105 | $6.13K | 0.00% | +105 | New |
| Sageworth Trust Co of South Dakota | 118 | $7.00K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 123 | $7.18K | 0.00% | +98+392.0% | Added |
| Quent Capital, LLC | 124 | $7.24K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 130 | $7.59K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 138 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 178 | $10.0K | 0.00% | +23+14.8% | Added |
| Montag A & Associates Inc | 174 | $10.2K | 0.00% | +174 | New |
| CVA Family Office, LLC | 180 | $10.5K | 0.00% | +5+2.9% | Added |
| Sandy Spring Bank | 198 | $11.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 201 | $11.7K | 0.00% | +201 | New |
| TCI Wealth Advisors, Inc. | 219 | $12.8K | 0.00% | +212+3,028.6% | Added |
| Riverview Trust Co | 225 | $13.0K | 0.01% | +225 | New |
| Zullo Investment Group, Inc. | 229 | $13.4K | 0.01% | +1+0.4% | Added |
| PEAK6 Investments LLC | 256 | $14.9K | 0.00% | −4,283−94.4% | Reduced |
| Clearstead Advisors, LLC | 300 | $17.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 300 | $17.5K | 0.00% | +1+0.3% | Added |
| Amundi | 299 | $18.4K | 0.00% | +299 | New |
| Advisory Services Network, LLC | 316 | $18.4K | 0.00% | +316 | New |
| Belpointe Asset Management LLC | 325 | $19.0K | 0.00% | −4,717−93.6% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 321 | $19.0K | 0.00% | +321 | New |
| Whittier Trust Co | 336 | $19.6K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 375 | $22.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 380 | $22.2K | 0.00% | +49+14.8% | Added |
| Proequities, Inc. | 385 | $22.5K | 0.00% | −3−0.8% | Reduced |
| Salem Investment Counselors Inc | 450 | $26.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 524 | $30.6K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 538 | $31.4K | 0.00% | +104+24.0% | Added |
| Front Row Advisors LLC | 554 | $32.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 577 | $33.7K | 0.00% | −239−29.3% | Reduced |
| TD Private Client Wealth LLC | 620 | $36.2K | 0.00% | −50−7.5% | Reduced |
| State of Wyoming | 653 | $38.1K | 0.01% | −15−2.2% | Reduced |
| First Horizon Advisors, Inc. | 700 | $40.9K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 773 | $45.1K | 0.01% | +773 | New |
| Assetmark, Inc | 808 | $47.2K | 0.00% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 831 | $49.0K | 0.00% | +634+321.8% | Added |
| Huntington National Bank | 887 | $51.8K | 0.00% | −20−2.2% | Reduced |
| Umb Bank N A | 885 | $52.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,070 | $62.5K | 0.01% | +5+0.5% | Added |
| Quadrant Capital Group LLC | 1,153 | $67.3K | 0.01% | −297−20.5% | Reduced |
| Comerica Securities,inc. | 1,225 | $71.5K | 0.01% | +1,225 | New |
| CarsonAllaria Wealth Management, Ltd. | 1,343 | $78.0K | 0.07% | +7+0.5% | Added |
| Park Place Capital Corp | 1,538 | $90.0K | 0.03% | +1,538 | New |
| Stonebridge Capital Advisors LLC | 1,630 | $95.1K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,875 | $109.0K | 0.00% | +1,470+363.0% | Added |
| Ronald Blue Trust, Inc. | 2,122 | $110.0K | 0.00% | +993+88.0% | Added |
| Covestor Ltd | 2,081 | $121.0K | 0.10% | −10.0% | Reduced |
| Harvest Fund Management Co., Ltd | 2,120 | $124.0K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,162 | $125.0K | 0.00% | −68−3.0% | Reduced |
| Country Trust Bank | 2,250 | $131.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,134 | $139.0K | 0.00% | −42−1.9% | Reduced |
| Parallel Advisors, LLC | 2,472 | $144.3K | 0.01% | −78−3.1% | Reduced |
| Counterpoint Mutual Funds LLC | 2,549 | $148.8K | 0.16% | +2,549 | New |
| Harbor Investment Advisory, LLC | 2,619 | $152.9K | 0.02% | 00.0% | Unchanged |
| US Asset Management LLC | 2,700 | $158.0K | 0.17% | +2,700 | New |
| Capital Impact Advisors, LLC | 2,907 | $169.7K | 0.17% | 00.0% | Unchanged |
| Van Eck Associates Corp | 3,238 | $189.0K | 0.00% | +164+5.3% | Added |
| Acadian Asset Management LLC | 3,286 | $191.0K | 0.00% | −1,376−29.5% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $201.0K | 0.04% | +3,450 | New |
| National Asset Management, Inc. | 3,533 | $206.2K | 0.01% | +3,533 | New |
| Itau Unibanco Holding S.A. | 3,599 | $212.1K | 0.01% | +3,599 | New |
| Neo Ivy Capital Management | 3,654 | $213.0K | 0.14% | +462+14.5% | Added |
| Seven Eight Capital, LP | 3,659 | $213.6K | 0.06% | +3,659 | New |
| CWM, LLC | 3,691 | $215.0K | 0.00% | +3,316+884.3% | Added |
| Snowden Capital Advisors LLC | 3,750 | $218.9K | 0.01% | −229−5.8% | Reduced |
| Formidable Asset Management, LLC | 3,800 | $222.0K | 0.05% | 00.0% | Unchanged |
| Creative Planning | 3,913 | $228.4K | 0.00% | +3,913 | New |
| Baird Financial Group, Inc. | 3,917 | $229.0K | 0.00% | +3,917 | New |
| Nisa Investment Advisors, LLC | 3,977 | $232.0K | 0.00% | 00.0% | Unchanged |