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 |
|---|---|---|---|---|---|
| Keeley-Teton Advisors, LLC | 9,750 | $569.1K | 0.07% | 00.0% | Unchanged |
| South State Corp. | 9,500 | $554.5K | 0.05% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 8,113 | $546.9K | 0.01% | −1,249−13.3% | Reduced |
| Coldstream Capital Management Inc | 9,350 | $545.8K | 0.02% | +9,350 | New |
| Verition Fund Management LLC | 9,318 | $543.9K | 0.01% | −168,485−94.8% | Reduced |
| Detalus Advisors, LLC | 9,104 | $531.4K | 0.26% | +9,104 | New |
| Jump Financial, LLC | 9,069 | $529.4K | 0.03% | +9,069 | New |
| Virginia Retirement Systems Et Al | 8,800 | $513.7K | 0.01% | −26,100−74.8% | Reduced |
| Pathstone Family Office, LLC | 9,302 | $510.7K | 0.01% | −1,389−13.0% | Reduced |
| Eqis Capital Management, Inc. | 8,721 | $509.1K | 0.06% | −4,385−33.5% | Reduced |
| Pitcairn Co | 8,519 | $497.3K | 0.05% | −395−4.4% | Reduced |
| Quantinno Capital Management LP | 8,413 | $491.0K | 0.04% | −2,312−21.6% | Reduced |
| Panagora Asset Management Inc | 8,404 | $490.5K | 0.00% | −4,859−36.6% | Reduced |
| Fiducient Advisors LLC | 8,275 | $483.0K | 0.14% | +8,275 | New |
| Crossmark Global Holdings, Inc. | 7,933 | $463.0K | 0.01% | −881−10.0% | Reduced |
| Maryland State Retirement & Pension System | 7,772 | $453.7K | 0.01% | +7,772 | New |
| Shell Asset Management Co | 7,482 | $437.0K | 0.02% | −1,639−18.0% | Reduced |
| Oppenheimer & Co Inc | 7,409 | $432.5K | 0.01% | +1,144+18.3% | Added |
| Moody Aldrich Partners LLC | 6,643 | $387.8K | 0.08% | −80−1.2% | Reduced |
| Kestra Advisory Services, LLC | 6,611 | $385.9K | 0.00% | +1,289+24.2% | Added |
| Cornerstone Investment Partners, LLC | 6,609 | $385.8K | 0.02% | +10.0% | Added |
| Versor Investments LP | 6,500 | $379.4K | 0.03% | +6,500 | New |
| Janney Montgomery Scott LLC | 6,451 | $377.0K | 0.00% | +808+14.3% | Added |
| O'Shaughnessy Asset Management, LLC | 6,252 | $364.9K | 0.01% | −697−10.0% | Reduced |
| Leuthold Group, LLC | 6,109 | $356.6K | 0.05% | −39,609−86.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 6,000 | $350.2K | 0.06% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 5,915 | $345.3K | 0.12% | −54−0.9% | Reduced |
| Heritage Wealth Management, LLC | 5,794 | $338.2K | 0.05% | +3,192+122.7% | Added |
| Connable Office Inc | 5,631 | $329.0K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,626 | $328.0K | 0.01% | −4,105−42.2% | Reduced |
| Shelton Capital Management | 5,553 | $324.1K | 0.03% | 00.0% | Unchanged |
| Utah Retirement Systems | 5,500 | $321.0K | 0.01% | 00.0% | Unchanged |
| Keeler & Nadler Financial Planning & Wealth Management | 5,403 | $315.4K | 0.29% | +5,403 | New |
| Bridgefront Capital, LLC | 5,377 | $313.9K | 0.22% | +5,377 | New |
| Fox Run Management, L.L.C. | 5,240 | $305.9K | 0.12% | −4,987−48.8% | Reduced |
| Visionary Wealth Advisors | 5,074 | $296.0K | 0.03% | −166−3.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,042 | $294.3K | 0.01% | +5,042 | New |
| Covenant Partners, LLC | 5,033 | $293.8K | 0.12% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,975 | $290.0K | 0.00% | −97−1.9% | Reduced |
| Yorktown Management & Research Co Inc | 4,900 | $286.0K | 0.35% | −5,200−51.5% | Reduced |
| Aquatic Capital Management LLC | 4,900 | $286.0K | 0.02% | −1,700−25.8% | Reduced |
| Old National Bancorp | 4,882 | $285.0K | 0.01% | −955−16.4% | Reduced |
| American Trust | 4,867 | $284.1K | 0.03% | −289−5.6% | Reduced |
| Perigon Wealth Management, LLC | 4,709 | $274.9K | 0.02% | +4,709 | New |
| Northwestern Mutual Wealth Management Co | 4,575 | $267.1K | 0.00% | +236+5.4% | Added |
| Radnor Capital Management, LLC | 4,387 | $266.0K | 0.07% | +10+0.2% | Added |
| Captrust Financial Advisors | 4,530 | $264.4K | 0.00% | −411−8.3% | Reduced |
| Profund Advisors LLC | 4,526 | $264.2K | 0.02% | +464+11.4% | Added |
| Centiva Capital, LP | 4,485 | $261.8K | 0.02% | +4,485 | New |
| Roberts Glore & Co Inc | 4,389 | $256.2K | 0.09% | −85−1.9% | Reduced |
| Veritable, L.P. | 4,370 | $255.1K | 0.00% | +4,370 | New |
| Winton Group Ltd | 4,198 | $245.0K | 0.02% | −82−1.9% | Reduced |
| Oak Thistle LLC | 4,194 | $244.8K | 0.53% | +4,194 | New |
| PFG Advisors | 4,176 | $243.8K | 0.02% | 00.0% | Unchanged |
| Cetera Advisors LLC | 4,176 | $243.8K | 0.00% | +4,176 | New |
| 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 |
| CWM Advisors, LLC | 4,023 | $234.8K | 0.03% | +43+1.1% | Added |
| Aigen Investment Management, LP | 4,020 | $234.6K | 0.03% | +4,020 | New |
| Freestone Capital Holdings, LLC | 4,000 | $233.5K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,993 | $233.1K | 0.01% | +6+0.2% | Added |
| Nisa Investment Advisors, LLC | 3,977 | $232.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 3,917 | $229.0K | 0.00% | +3,917 | New |
| Creative Planning | 3,913 | $228.4K | 0.00% | +3,913 | New |
| Formidable Asset Management, LLC | 3,800 | $222.0K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,750 | $218.9K | 0.01% | −229−5.8% | Reduced |
| CWM, LLC | 3,691 | $215.0K | 0.00% | +3,316+884.3% | Added |
| Seven Eight Capital, LP | 3,659 | $213.6K | 0.06% | +3,659 | New |
| Neo Ivy Capital Management | 3,654 | $213.0K | 0.14% | +462+14.5% | Added |
| Itau Unibanco Holding S.A. | 3,599 | $212.1K | 0.01% | +3,599 | New |
| National Asset Management, Inc. | 3,533 | $206.2K | 0.01% | +3,533 | New |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $201.0K | 0.04% | +3,450 | New |
| Acadian Asset Management LLC | 3,286 | $191.0K | 0.00% | −1,376−29.5% | Reduced |
| Van Eck Associates Corp | 3,238 | $189.0K | 0.00% | +164+5.3% | Added |
| Capital Impact Advisors, LLC | 2,907 | $169.7K | 0.17% | 00.0% | Unchanged |
| US Asset Management LLC | 2,700 | $158.0K | 0.17% | +2,700 | New |
| Harbor Investment Advisory, LLC | 2,619 | $152.9K | 0.02% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,549 | $148.8K | 0.16% | +2,549 | New |
| Parallel Advisors, LLC | 2,472 | $144.3K | 0.01% | −78−3.1% | Reduced |
| IFP Advisors, Inc | 2,134 | $139.0K | 0.00% | −42−1.9% | Reduced |
| Country Trust Bank | 2,250 | $131.3K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,162 | $125.0K | 0.00% | −68−3.0% | Reduced |
| Harvest Fund Management Co., Ltd | 2,120 | $124.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 2,081 | $121.0K | 0.10% | −10.0% | Reduced |
| Ronald Blue Trust, Inc. | 2,122 | $110.0K | 0.00% | +993+88.0% | Added |
| Ci Investments Inc. | 1,875 | $109.0K | 0.00% | +1,470+363.0% | Added |
| Stonebridge Capital Advisors LLC | 1,630 | $95.1K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,538 | $90.0K | 0.03% | +1,538 | New |
| CarsonAllaria Wealth Management, Ltd. | 1,343 | $78.0K | 0.07% | +7+0.5% | Added |
| Comerica Securities,inc. | 1,225 | $71.5K | 0.01% | +1,225 | New |
| Quadrant Capital Group LLC | 1,153 | $67.3K | 0.01% | −297−20.5% | Reduced |
| Larson Financial Group LLC | 1,070 | $62.5K | 0.01% | +5+0.5% | Added |
| Umb Bank N A | 885 | $52.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 887 | $51.8K | 0.00% | −20−2.2% | Reduced |
| Industrial Alliance Investment Management Inc. | 831 | $49.0K | 0.00% | +634+321.8% | Added |
| Assetmark, Inc | 808 | $47.2K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 773 | $45.1K | 0.01% | +773 | New |
| First Horizon Advisors, Inc. | 700 | $40.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 653 | $38.1K | 0.01% | −15−2.2% | Reduced |
| TD Private Client Wealth LLC | 620 | $36.2K | 0.00% | −50−7.5% | Reduced |