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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 577 | $33.7K | 0.00% | −239−29.3% | Reduced |
| Front Row Advisors LLC | 554 | $32.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 538 | $31.4K | 0.00% | +104+24.0% | Added |
| Nomura Asset Management Co Ltd | 524 | $30.6K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 450 | $26.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 385 | $22.5K | 0.00% | −3−0.8% | Reduced |
| Lindbrook Capital, LLC | 380 | $22.2K | 0.00% | +49+14.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 375 | $22.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 336 | $19.6K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 321 | $19.0K | 0.00% | +321 | New |
| Belpointe Asset Management LLC | 325 | $19.0K | 0.00% | −4,717−93.6% | Reduced |
| Advisory Services Network, LLC | 316 | $18.4K | 0.00% | +316 | New |
| Amundi | 299 | $18.4K | 0.00% | +299 | New |
| Global Retirement Partners, LLC | 300 | $17.5K | 0.00% | +1+0.3% | Added |
| Clearstead Advisors, LLC | 300 | $17.5K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 256 | $14.9K | 0.00% | −4,283−94.4% | Reduced |
| Zullo Investment Group, Inc. | 229 | $13.4K | 0.01% | +1+0.4% | Added |
| Riverview Trust Co | 225 | $13.0K | 0.01% | +225 | New |
| TCI Wealth Advisors, Inc. | 219 | $12.8K | 0.00% | +212+3,028.6% | Added |
| EverSource Wealth Advisors, LLC | 201 | $11.7K | 0.00% | +201 | New |
| Sandy Spring Bank | 198 | $11.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 180 | $10.5K | 0.00% | +5+2.9% | Added |
| Montag A & Associates Inc | 174 | $10.2K | 0.00% | +174 | New |
| Private Trust Co NA | 178 | $10.0K | 0.00% | +23+14.8% | Added |
| Sageworth Trust Co | 138 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 130 | $7.59K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 124 | $7.24K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 123 | $7.18K | 0.00% | +98+392.0% | Added |
| Sageworth Trust Co of South Dakota | 118 | $7.00K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 105 | $6.13K | 0.00% | +105 | New |
| Allworth Financial LP | 102 | $5.95K | 0.00% | +85+500.0% | Added |
| JFS Wealth Advisors, LLC | 97 | $5.66K | 0.00% | −8−7.6% | Reduced |
| Cornerstone Planning Group LLC | 92 | $5.54K | 0.00% | +92 | New |
| HighMark Wealth Management LLC | 89 | $5.20K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 135 | $4.96K | 0.00% | +135 | New |
| Farther Finance Advisors, LLC | 75 | $4.38K | 0.00% | +75 | New |
| Bell Investment Advisors, Inc | 67 | $3.91K | 0.00% | +2+3.1% | Added |
| Denali Advisors LLC | 53 | $3.09K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 51 | $2.98K | 0.00% | −1−1.9% | Reduced |
| Farmers & Merchants Investments Inc | 48 | $2.80K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 45 | $2.63K | 0.00% | −1−2.2% | Reduced |
| Aua Capital Management, LLC | 39 | $2.28K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 37 | $2.16K | 0.00% | +37 | New |
| SJS Investment Consulting Inc. | 33 | $1.93K | 0.00% | +8+32.0% | Added |
| SRS Capital Advisors, Inc. | 29 | $1.72K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $1.63K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 26 | $1.52K | 0.00% | −4−13.3% | Reduced |
| Washington Trust Co | 25 | $1.46K | 0.00% | −2−7.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 25 | $1.46K | 0.00% | +25 | New |
| Manchester Capital Management LLC | 24 | $1.40K | 0.00% | +24 | New |
| RFP Financial Group LLC | 24 | $1.40K | 0.00% | +24 | New |
| Money Concepts Capital Corp | 22 | $1.28K | 0.00% | +4+22.2% | Added |
| Clean Yield Group | 18 | $1.05K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 18 | $1.00K | 0.00% | −41−69.5% | Reduced |
| Spire Wealth Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 15 | $914 | 0.00% | +15 | New |
| Concord Wealth Partners | 14 | $817 | 0.00% | +14 | New |
| Glassman Wealth Services | 12 | $700 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 12 | $700 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 20 | $589 | 0.00% | +20 | New |
| Sutton Wealth Advisors Inc. | 6 | $350 | 0.00% | +4+200.0% | 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 |