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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 3,993 | $233.1K | 0.01% | +6+0.2% | Added |
| Freestone Capital Holdings, LLC | 4,000 | $233.5K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 4,020 | $234.6K | 0.03% | +4,020 | New |
| CWM Advisors, LLC | 4,023 | $234.8K | 0.03% | +43+1.1% | Added |
| Fulton Bank, N.A. | 4,084 | $239.0K | 0.01% | −11−0.3% | Reduced |
| Meritage Portfolio Management | 4,095 | $239.0K | 0.02% | +144+3.6% | Added |
| PFG Advisors | 4,176 | $243.8K | 0.02% | 00.0% | Unchanged |
| Cetera Advisors LLC | 4,176 | $243.8K | 0.00% | +4,176 | New |
| Oak Thistle LLC | 4,194 | $244.8K | 0.53% | +4,194 | New |
| Winton Group Ltd | 4,198 | $245.0K | 0.02% | −82−1.9% | Reduced |
| Veritable, L.P. | 4,370 | $255.1K | 0.00% | +4,370 | New |
| Roberts Glore & Co Inc | 4,389 | $256.2K | 0.09% | −85−1.9% | Reduced |
| Centiva Capital, LP | 4,485 | $261.8K | 0.02% | +4,485 | New |
| Profund Advisors LLC | 4,526 | $264.2K | 0.02% | +464+11.4% | Added |
| Captrust Financial Advisors | 4,530 | $264.4K | 0.00% | −411−8.3% | Reduced |
| Radnor Capital Management, LLC | 4,387 | $266.0K | 0.07% | +10+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 4,575 | $267.1K | 0.00% | +236+5.4% | Added |
| Perigon Wealth Management, LLC | 4,709 | $274.9K | 0.02% | +4,709 | New |
| American Trust | 4,867 | $284.1K | 0.03% | −289−5.6% | Reduced |
| Old National Bancorp | 4,882 | $285.0K | 0.01% | −955−16.4% | Reduced |
| Aquatic Capital Management LLC | 4,900 | $286.0K | 0.02% | −1,700−25.8% | Reduced |
| Yorktown Management & Research Co Inc | 4,900 | $286.0K | 0.35% | −5,200−51.5% | Reduced |
| HighTower Advisors, LLC | 4,975 | $290.0K | 0.00% | −97−1.9% | Reduced |
| Covenant Partners, LLC | 5,033 | $293.8K | 0.12% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,042 | $294.3K | 0.01% | +5,042 | New |
| Visionary Wealth Advisors | 5,074 | $296.0K | 0.03% | −166−3.2% | Reduced |
| Fox Run Management, L.L.C. | 5,240 | $305.9K | 0.12% | −4,987−48.8% | Reduced |
| Bridgefront Capital, LLC | 5,377 | $313.9K | 0.22% | +5,377 | New |
| Keeler & Nadler Financial Planning & Wealth Management | 5,403 | $315.4K | 0.29% | +5,403 | New |
| Utah Retirement Systems | 5,500 | $321.0K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 5,553 | $324.1K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,626 | $328.0K | 0.01% | −4,105−42.2% | Reduced |
| Connable Office Inc | 5,631 | $329.0K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 5,794 | $338.2K | 0.05% | +3,192+122.7% | Added |
| Integrated Investment Consultants, LLC | 5,915 | $345.3K | 0.12% | −54−0.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 6,000 | $350.2K | 0.06% | 00.0% | Unchanged |
| Leuthold Group, LLC | 6,109 | $356.6K | 0.05% | −39,609−86.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,252 | $364.9K | 0.01% | −697−10.0% | Reduced |
| Janney Montgomery Scott LLC | 6,451 | $377.0K | 0.00% | +808+14.3% | Added |
| Versor Investments LP | 6,500 | $379.4K | 0.03% | +6,500 | New |
| Cornerstone Investment Partners, LLC | 6,609 | $385.8K | 0.02% | +10.0% | Added |
| Kestra Advisory Services, LLC | 6,611 | $385.9K | 0.00% | +1,289+24.2% | Added |
| Moody Aldrich Partners LLC | 6,643 | $387.8K | 0.08% | −80−1.2% | Reduced |
| Oppenheimer & Co Inc | 7,409 | $432.5K | 0.01% | +1,144+18.3% | Added |
| Shell Asset Management Co | 7,482 | $437.0K | 0.02% | −1,639−18.0% | Reduced |
| Maryland State Retirement & Pension System | 7,772 | $453.7K | 0.01% | +7,772 | New |
| Crossmark Global Holdings, Inc. | 7,933 | $463.0K | 0.01% | −881−10.0% | Reduced |
| Fiducient Advisors LLC | 8,275 | $483.0K | 0.14% | +8,275 | New |
| Panagora Asset Management Inc | 8,404 | $490.5K | 0.00% | −4,859−36.6% | Reduced |
| Quantinno Capital Management LP | 8,413 | $491.0K | 0.04% | −2,312−21.6% | Reduced |
| Pitcairn Co | 8,519 | $497.3K | 0.05% | −395−4.4% | Reduced |
| Eqis Capital Management, Inc. | 8,721 | $509.1K | 0.06% | −4,385−33.5% | Reduced |
| Pathstone Family Office, LLC | 9,302 | $510.7K | 0.01% | −1,389−13.0% | Reduced |
| Virginia Retirement Systems Et Al | 8,800 | $513.7K | 0.01% | −26,100−74.8% | Reduced |
| Jump Financial, LLC | 9,069 | $529.4K | 0.03% | +9,069 | New |
| Detalus Advisors, LLC | 9,104 | $531.4K | 0.26% | +9,104 | New |
| Verition Fund Management LLC | 9,318 | $543.9K | 0.01% | −168,485−94.8% | Reduced |
| Coldstream Capital Management Inc | 9,350 | $545.8K | 0.02% | +9,350 | New |
| Moneta Group Investment Advisors LLC | 8,113 | $546.9K | 0.01% | −1,249−13.3% | Reduced |
| South State Corp. | 9,500 | $554.5K | 0.05% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 9,750 | $569.1K | 0.07% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 9,766 | $570.0K | 0.02% | +150+1.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,836 | $574.1K | 0.01% | −5,494−35.8% | Reduced |
| SG Americas Securities, LLC | 10,129 | $591.0K | 0.01% | +7,634+306.0% | Added |
| Smith, Moore & Co. | 10,568 | $616.8K | 0.09% | −12−0.1% | Reduced |
| Mariner, LLC | 10,924 | $638.0K | 0.00% | −4,117−27.4% | Reduced |
| Duality Advisers, LP | 11,256 | $657.0K | 0.07% | −29,569−72.4% | Reduced |
| Park Avenue Securities LLC | 11,465 | $669.0K | 0.01% | +706+6.6% | Added |
| United Services Automobile Association | 11,577 | $676.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 11,652 | $680.1K | 0.05% | +11,652 | New |
| Pictet Asset Management SA | 12,513 | $730.0K | 0.00% | +5,404+76.0% | Added |
| Brown Advisory Inc | 12,735 | $743.3K | 0.00% | +10.0% | Added |
| Magnetar Financial LLC | 12,862 | $751.0K | 0.01% | −1,361−9.6% | Reduced |
| JustInvest LLC | 12,978 | $757.5K | 0.03% | +7,779+149.6% | Added |
| Tanaka Capital Management Inc | 13,346 | $779.0K | 2.47% | 00.0% | Unchanged |
| First Hawaiian Bank | 13,560 | $791.0K | 0.03% | +3,961+41.3% | Added |
| Xponance, Inc. | 13,915 | $812.2K | 0.01% | +1,414+11.3% | Added |
| Teza Capital Management LLC | 14,177 | $827.5K | 0.16% | −1,771−11.1% | Reduced |
| Inceptionr LLC | 14,191 | $828.3K | 0.44% | +14,191 | New |
| Y-Intercept (Hong Kong) Ltd | 14,275 | $833.2K | 0.12% | +14,275 | New |
| Vident Investment Advisory, LLC | 14,381 | $839.4K | 0.03% | −20,702−59.0% | Reduced |
| Tudor Investment Corp Et Al | 14,581 | $851.0K | 0.02% | −92,698−86.4% | Reduced |
| ProShare Advisors LLC | 14,667 | $856.1K | 0.00% | +1,745+13.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,100 | $881.4K | 0.00% | +1,193+8.6% | Added |
| Public Employees Retirement Association of Colorado | 15,134 | $883.0K | 0.00% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 15,373 | $897.3K | 0.02% | +15,373 | New |
| Campbell & CO Investment Adviser LLC | 15,498 | $904.6K | 0.22% | +8,432+119.3% | Added |
| Handelsbanken Fonder AB | 15,532 | $907.0K | 0.01% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 15,800 | $922.2K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 15,850 | $925.2K | 0.00% | −136−0.9% | Reduced |
| Federated Hermes, Inc. | 15,901 | $928.1K | 0.00% | −1,531−8.8% | Reduced |
| Mosaic Family Wealth Partners, LLC | 15,964 | $931.8K | 0.26% | +15,964 | New |
| Parkside Financial Bank & Trust | 16,529 | $964.8K | 0.28% | +192+1.2% | Added |
| New Mexico Educational Retirement Board | 16,800 | $981.0K | 0.05% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 16,883 | $995.1K | 0.22% | −567−3.2% | Reduced |
| Brinker Capital Investments, LLC | 17,890 | $1.04M | 0.02% | +29+0.2% | Added |
| Gsa Capital Partners LLP | 18,093 | $1.06M | 0.13% | +10,729+145.7% | Added |
| Algert Global LLC | 19,922 | $1.16M | 0.06% | 00.0% | Unchanged |
| CIBC World Markets Corp | 20,000 | $1.17M | 0.01% | +20,000 | New |
| Citigroup Inc | 20,235 | $1.18M | 0.00% | −12,990−39.1% | Reduced |