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, Q1 2023
Institutional positions in Stifel Financial Corp as of Mar 31, 2023. 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
- 367
- +14 vs. Q4 2022
- Shares held
- 87.4M
- −558.5K (−0.6%) vs. Q4 2022
- Total value
- $5.17B
- +$36.7M (+0.7%) vs. Q4 2022
- New holders
- 57
- 139 more added
- Sold out
- 43
- 123 more reduced
9 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 9 | $0 | 0.00% | +9 | New |
| TFC Financial Management | 3 | $178 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 59 | $294 | 0.01% | +1+1.7% | Added |
| Tfo-TDC, LLC | 6 | $355 | 0.00% | −14−70.0% | Reduced |
| Farther Finance Advisors, LLC | 8 | $473 | 0.00% | −67−89.3% | Reduced |
| 25 LLC | 9 | $522 | 0.00% | +9 | New |
| BDO Wealth Advisors, LLC | 12 | $710 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $886 | 0.00% | −165−91.7% | Reduced |
| Spire Wealth Management | 15 | $886 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 16 | $945 | 0.00% | +4+33.3% | Added |
| Capital Advisors, Ltd. LLC | 24 | $1.00K | 0.00% | +24 | New |
| Milestone Investment Advisors LLC | 20 | $1.18K | 0.00% | +20 | New |
| Hexagon Capital Partners LLC | 24 | $1.42K | 0.00% | −106−81.5% | Reduced |
| RFP Financial Group LLC | 24 | $1.42K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 24 | $1.42K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 25 | $1.48K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 25 | $1.48K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 27 | $1.59K | 0.00% | +9+50.0% | Added |
| Bell Investment Advisors, Inc | 28 | $1.66K | 0.00% | −39−58.2% | Reduced |
| Prestige Wealth Management Group LLC | 28 | $1.66K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 28 | $1.66K | 0.00% | +2+7.7% | Added |
| SRS Capital Advisors, Inc. | 30 | $1.75K | 0.00% | +1+3.4% | Added |
| SJS Investment Consulting Inc. | 32 | $1.89K | 0.00% | −1−3.0% | Reduced |
| Headlands Technologies LLC | 42 | $2.48K | 0.00% | +42 | New |
| Farmers & Merchants Investments Inc | 48 | $2.84K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 50 | $2.96K | 0.00% | −85−63.0% | Reduced |
| Carolinas Wealth Consulting LLC | 51 | $3.01K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 53 | $3.13K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 53 | $3.13K | 0.00% | +8+17.8% | Added |
| Creative Financial Designs Inc | 75 | $4.43K | 0.00% | +75 | New |
| Bessemer Group Inc | 80 | $5.00K | 0.00% | +80 | New |
| JFS Wealth Advisors, LLC | 87 | $5.14K | 0.00% | −10−10.3% | Reduced |
| HighMark Wealth Management LLC | 89 | $5.26K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 104 | $6.14K | 0.00% | −19−15.4% | Reduced |
| Private Trust Co NA | 109 | $6.44K | 0.00% | −69−38.8% | Reduced |
| Sageworth Trust Co of South Dakota | 118 | $6.97K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 124 | $7.33K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 130 | $7.68K | 0.00% | +130 | New |
| Sageworth Trust Co | 138 | $8.15K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 155 | $9.16K | 0.00% | +50+47.6% | Added |
| Montag A & Associates Inc | 174 | $10.3K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 198 | $11.7K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 503 | $12.1K | 0.00% | +503 | New |
| TCI Wealth Advisors, Inc. | 220 | $13.0K | 0.00% | +1+0.5% | Added |
| Riverview Trust Co | 225 | $13.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 259 | $15.3K | 0.00% | +157+153.9% | Added |
| IFP Advisors, Inc | 267 | $15.9K | 0.00% | −1,867−87.5% | Reduced |
| EverSource Wealth Advisors, LLC | 273 | $16.1K | 0.00% | +72+35.8% | Added |
| Global Retirement Partners, LLC | 302 | $17.2K | 0.00% | +2+0.7% | Added |
| Advisory Services Network, LLC | 318 | $18.8K | 0.00% | +2+0.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 321 | $19.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 324 | $19.1K | 0.00% | −376−53.7% | Reduced |
| Whittier Trust Co | 336 | $19.9K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 375 | $22.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 386 | $22.8K | 0.00% | +6+1.6% | Added |
| Salem Investment Counselors Inc | 450 | $26.6K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 478 | $28.2K | 0.00% | +93+24.2% | Added |
| Nomura Asset Management Co Ltd | 524 | $31.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 589 | $34.8K | 0.00% | +51+9.5% | Added |
| Front Row Advisors LLC | 602 | $36.0K | 0.02% | +48+8.7% | Added |
| State of Wyoming | 672 | $39.7K | 0.01% | +19+2.9% | Added |
| Umb Bank N A | 684 | $40.4K | 0.00% | −201−22.7% | Reduced |
| Belpointe Asset Management LLC | 687 | $40.6K | 0.00% | +362+111.4% | Added |
| Laffer Tengler Investments | 773 | $45.7K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 784 | $46.3K | 0.00% | +207+35.9% | Added |
| Assetmark, Inc | 808 | $47.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 928 | $54.8K | 0.00% | +41+4.6% | Added |
| Covestor Ltd | 928 | $55.0K | 0.05% | −1,153−55.4% | Reduced |
| Larson Financial Group LLC | 1,077 | $63.6K | 0.01% | +7+0.7% | Added |
| Industrial Alliance Investment Management Inc. | 1,149 | $68.0K | 0.00% | +318+38.3% | Added |
| Harvest Fund Management Co., Ltd | 1,178 | $70.0K | 0.02% | −942−44.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,351 | $79.9K | 0.07% | +8+0.6% | Added |
| Quadrant Capital Group LLC | 1,596 | $94.3K | 0.01% | +443+38.4% | Added |
| Park Place Capital Corp | 1,602 | $94.7K | 0.03% | +64+4.2% | Added |
| Stonebridge Capital Advisors LLC | 1,630 | $96.3K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,635 | $96.6K | 0.03% | +1,635 | New |
| LSV Asset Management | 1,700 | $100.0K | 0.00% | +1,700 | New |
| Icon Wealth Partners, LLC | 1,866 | $110.3K | 0.01% | +1,866 | New |
| Ci Investments Inc. | 1,887 | $112.0K | 0.00% | +12+0.6% | Added |
| Capital Impact Advisors, LLC | 2,151 | $127.1K | 0.16% | −756−26.0% | Reduced |
| Harbor Investment Advisory, LLC | 2,191 | $129.5K | 0.02% | −428−16.3% | Reduced |
| Country Trust Bank | 2,250 | $133.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,596 | $153.4K | 0.01% | +124+5.0% | Added |
| US Asset Management LLC | 2,664 | $157.0K | 0.16% | −36−1.3% | Reduced |
| Walleye Trading LLC | 2,794 | $165.1K | 0.01% | +2,794 | New |
| TD Private Client Wealth LLC | 2,861 | $169.1K | 0.01% | +2,241+361.5% | Added |
| Ronald Blue Trust, Inc. | 3,106 | $181.0K | 0.00% | +984+46.4% | Added |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $204.0K | 0.05% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 3,522 | $208.1K | 0.11% | +3,522 | New |
| Point72 Middle East FZE | 3,533 | $208.8K | 0.01% | +3,533 | New |
| Perigon Wealth Management, LLC | 3,572 | $211.1K | 0.01% | −1,137−24.1% | Reduced |
| CWM, LLC | 3,674 | $217.0K | 0.00% | −17−0.5% | Reduced |
| Formidable Asset Management, LLC | 3,800 | $222.0K | 0.05% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 3,770 | $222.8K | 0.00% | +3,770 | New |
| Profund Advisors LLC | 3,783 | $223.5K | 0.01% | −743−16.4% | Reduced |
| Jefferies Financial Group Inc. | 3,820 | $225.7K | 0.00% | +3,820 | New |
| Tower Research Capital LLC (TRC) | 3,831 | $226.0K | 0.01% | −1,795−31.9% | Reduced |
| Baird Financial Group, Inc. | 3,942 | $232.9K | 0.00% | +25+0.6% | Added |
| Veritable, L.P. | 3,944 | $233.1K | 0.00% | −426−9.7% | Reduced |
| Qube Research & Technologies Ltd | 3,954 | $233.6K | 0.00% | −178,971−97.8% | Reduced |