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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 175,423 | $10.2M | 0.01% | −5,842−3.2% | Reduced |
| UBS Asset Management Americas Inc | 178,026 | $10.4M | 0.01% | +12,826+7.8% | Added |
| New York State Teachers Retirement System | 178,039 | $10.4M | 0.03% | +100+0.1% | Added |
| Qube Research & Technologies Ltd | 182,925 | $10.7M | 0.06% | −69,312−27.5% | Reduced |
| Rothschild & Co Asset Management US Inc. | 214,629 | $12.5M | 0.19% | −15,069−6.6% | Reduced |
| SEI Investments Co | 215,616 | $12.6M | 0.03% | −121,534−36.0% | Reduced |
| Glenmede Trust Co NA | 221,903 | $13.0M | 0.08% | −27,194−10.9% | Reduced |
| Legal & General Group Plc | 226,535 | $13.2M | 0.01% | +1,766+0.8% | Added |
| Schroder Investment Management Group | 239,522 | $14.0M | 0.02% | −12,432−4.9% | Reduced |
| Envestnet Asset Management Inc | 240,236 | $14.0M | 0.01% | −2,968−1.2% | Reduced |
| Renaissance Technologies LLC | 242,815 | $14.2M | 0.02% | +18,100+8.1% | Added |
| Peregrine Capital Management LLC | 243,192 | $14.2M | 0.45% | −4,913−2.0% | Reduced |
| California Public Employees Retirement System | 248,991 | $14.5M | 0.01% | +5,385+2.2% | Added |
| Swiss National Bank | 256,313 | $15.0M | 0.01% | +3,600+1.4% | Added |
| FMR LLC | 261,270 | $15.3M | 0.00% | −29,731−10.2% | Reduced |
| Retirement Systems of Alabama | 294,068 | $17.2M | 0.07% | +1,120+0.4% | Added |
| State of Wisconsin Investment Board | 294,390 | $17.2M | 0.06% | −6,522−2.2% | Reduced |
| Wells Fargo & Company | 312,181 | $18.2M | 0.01% | −13,535−4.2% | Reduced |
| Rhumbline Advisers | 314,841 | $18.4M | 0.02% | +21,853+7.5% | Added |
| Allspring Global Investments Holdings, LLC | 327,080 | $19.1M | 0.03% | −571,664−63.6% | Reduced |
| D. E. Shaw & Co., Inc. | 342,403 | $20.0M | 0.03% | +216,786+172.6% | Added |
| JPMorgan Chase & Co | 369,389 | $21.6M | 0.00% | −90,585−19.7% | Reduced |
| First Trust Advisors LP | 389,891 | $22.8M | 0.03% | +56,895+17.1% | Added |
| Citadel Advisors LLC | 413,113 | $24.1M | 0.03% | −107,741−20.7% | Reduced |
| Systematic Financial Management LP | 429,626 | $25.1M | 0.82% | −6,999−1.6% | Reduced |
| AQR Capital Management LLC | 441,593 | $25.8M | 0.06% | +46,731+11.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 459,629 | $26.8M | 0.10% | −3,940−0.8% | Reduced |
| Wellington Management Group LLP | 497,648 | $29.0M | 0.01% | +54,056+12.2% | Added |
| Kennedy Capital Management, Inc. | 503,118 | $29.4M | 0.83% | −7,390−1.4% | Reduced |
| Victory Capital Management Inc | 556,992 | $32.5M | 0.04% | −125,044−18.3% | Reduced |
| Ameriprise Financial Inc | 558,389 | $32.6M | 0.01% | −31,820−5.4% | Reduced |
| Nuveen Asset Management, LLC | 559,408 | $32.7M | 0.01% | +254,633+83.5% | Added |
| Southpoint Capital Advisors LP | 600,000 | $35.0M | 0.90% | −500,000−45.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 640,545 | $37.4M | 0.24% | −2,746−0.4% | Reduced |
| New York State Common Retirement Fund | 660,716 | $38.6M | 0.05% | +17,848+2.8% | Added |
| Principal Financial Group Inc | 689,086 | $40.2M | 0.03% | +27,680+4.2% | Added |
| Assenagon Asset Management S.A. | 751,997 | $43.9M | 0.18% | +576,573+328.7% | Added |
| GW&K Investment Management, LLC | 801,748 | $46.8M | 0.47% | −1,797−0.2% | Reduced |
| Bank of America Corp | 987,253 | $57.6M | 0.01% | +40,727+4.3% | Added |
| Norges Bank | 1,035,139 | $60.4M | 0.01% | +63,345+6.5% | Added |
| Northern Trust Corp | 1,076,768 | $62.9M | 0.01% | −6,689−0.6% | Reduced |
| Silvercrest Asset Management Group LLC | 1,100,333 | $64.2M | 0.49% | −33,336−2.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,112,762 | $65.0M | 0.02% | +32,602+3.0% | Added |
| Invesco Ltd. | 1,148,952 | $67.1M | 0.02% | +20,346+1.8% | Added |
| Bank of New York Mellon Corp | 1,289,886 | $75.3M | 0.02% | +84,033+7.0% | Added |
| Channing Capital Management, LLC | 1,315,353 | $76.8M | 2.44% | +46,457+3.7% | Added |
| Geode Capital Management, LLC | 1,428,181 | $83.4M | 0.01% | +69,815+5.1% | Added |
| Marshall Wace, LLP | 1,455,852 | $85.0M | 0.22% | −168,443−10.4% | Reduced |
| Fisher Asset Management, LLC | 1,791,123 | $104.5M | 0.07% | −62,881−3.4% | Reduced |
| Dimensional Fund Advisors LP | 2,224,668 | $129.9M | 0.05% | −1,352−0.1% | Reduced |
| Stifel Financial Corp | 2,332,559 | $136.2M | 0.20% | −74,759−3.1% | Reduced |
| Goldman Sachs Group Inc | 2,355,842 | $137.5M | 0.04% | +359,847+18.0% | Added |
| Earnest Partners LLC | 2,819,069 | $164.5M | 1.01% | −49,714−1.7% | Reduced |
| Millennium Management LLC | 2,828,861 | $165.1M | 0.18% | +466,338+19.7% | Added |
| State Street Corp | 2,941,602 | $171.7M | 0.01% | +86,210+3.0% | Added |
| Morgan Stanley | 3,120,148 | $182.1M | 0.02% | +2,522,805+422.3% | Added |
| Macquarie Group Ltd | 3,271,497 | $191.0M | 0.23% | −555,614−14.5% | Reduced |
| Alliancebernstein L.P. | 3,411,535 | $199.1M | 0.09% | −369,915−9.8% | Reduced |
| Capital Research Global Investors | 6,087,636 | $355.3M | 0.11% | +1,2460.0% | Added |
| Vanguard Group Inc | 10,445,607 | $609.7M | 0.02% | +187,388+1.8% | Added |
| BlackRock Inc. | 11,237,257 | $655.9M | 0.02% | +426,168+3.9% | Added |
| Sofos Investments, Inc. | 58 | – | – | −306−84.1% | Reduced |
| Bessemer Group Inc | 0 | $0 | 0.00% | −289−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −152,882−100.0% | Sold out |
| Phase 2 Partners, LLC | 0 | $0 | 0.00% | −144,118−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −96,102−100.0% | Sold out |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −66,567−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −58,000−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −50,816−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −38,637−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −34,623−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −27,427−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −22,347−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −20,149−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −19,651−100.0% | Sold out |
| Cna Financial Corp | 0 | $0 | 0.00% | −11,690−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −7,305−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −6,519−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −4,982−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −4,171−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,177−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −4,021−100.0% | Sold out |
| Capital Management Corp | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −2,034−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,417−100.0% | Sold out |
| Advanced Research Investment Solutions, LLC | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −1,012−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −547−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −362−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |