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 |
|---|---|---|---|---|---|
| Meritage Portfolio Management | 3,959 | $234.0K | 0.02% | −136−3.3% | Reduced |
| Jump Financial, LLC | 3,967 | $234.4K | 0.01% | −5,102−56.3% | Reduced |
| Covenant Partners, LLC | 3,977 | $235.0K | 0.09% | −1,056−21.0% | Reduced |
| Snowden Capital Advisors LLC | 3,998 | $236.2K | 0.01% | +248+6.6% | Added |
| Freestone Capital Holdings, LLC | 4,000 | $236.4K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,034 | $238.4K | 0.01% | +41+1.0% | Added |
| PFG Advisors | 4,176 | $246.8K | 0.02% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,205 | $248.5K | 0.01% | +121+3.0% | Added |
| Roberts Glore & Co Inc | 4,272 | $252.4K | 0.08% | −117−2.7% | Reduced |
| Janney Montgomery Scott LLC | 4,356 | $257.0K | 0.00% | −2,095−32.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,375 | $258.5K | 0.00% | −200−4.4% | Reduced |
| Radnor Capital Management, LLC | 4,387 | $259.0K | 0.07% | 00.0% | Unchanged |
| South State Corp. | 4,500 | $265.9K | 0.02% | −5,000−52.6% | Reduced |
| Nisa Investment Advisors, LLC | 4,577 | $270.0K | 0.00% | +600+15.1% | Added |
| CWM Advisors, LLC | 4,610 | $272.4K | 0.03% | +587+14.6% | Added |
| American Trust | 4,638 | $274.1K | 0.02% | −229−4.7% | Reduced |
| Rockefeller Capital Management L.P. | 4,690 | $276.0K | 0.00% | +2,528+116.9% | Added |
| Yorktown Management & Research Co Inc | 4,900 | $289.5K | 0.31% | 00.0% | Unchanged |
| Creative Planning | 5,101 | $301.4K | 0.00% | +1,188+30.4% | Added |
| Engineers Gate Manager LP | 5,129 | $303.1K | 0.01% | −23,223−81.9% | Reduced |
| Eqis Capital Management, Inc. | 5,185 | $306.4K | 0.03% | −3,536−40.5% | Reduced |
| Shelton Capital Management | 5,292 | $312.7K | 0.01% | −261−4.7% | Reduced |
| Allianz Asset Management GmbH | 5,324 | $314.6K | 0.00% | +5,324 | New |
| Utah Retirement Systems | 5,600 | $330.9K | 0.00% | +100+1.8% | Added |
| Connable Office Inc | 5,631 | $332.7K | 0.05% | 00.0% | Unchanged |
| Leuthold Group, LLC | 5,756 | $340.1K | 0.04% | −353−5.8% | Reduced |
| Versor Investments LP | 5,800 | $342.7K | 0.04% | −700−10.8% | Reduced |
| HighTower Advisors, LLC | 5,921 | $348.0K | 0.00% | +946+19.0% | Added |
| Integrated Investment Consultants, LLC | 5,936 | $350.8K | 0.11% | +21+0.4% | Added |
| NJ State Employees Deferred Compensation Plan | 6,000 | $354.5K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 6,050 | $357.5K | 0.00% | +1,520+33.6% | Added |
| ProShare Advisors LLC | 6,267 | $370.3K | 0.00% | −8,400−57.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,363 | $376.0K | 0.01% | +111+1.8% | Added |
| Quantamental Technologies LLC | 6,383 | $377.2K | 0.20% | +6,383 | New |
| Lingohr & Partner Asset Management GmbH | 6,501 | $384.0K | 0.98% | +6,501 | New |
| Cornerstone Investment Partners, LLC | 6,563 | $387.8K | 0.03% | −46−0.7% | Reduced |
| Moody Aldrich Partners LLC | 6,631 | $391.8K | 0.08% | −12−0.2% | Reduced |
| Oppenheimer & Co Inc | 6,733 | $397.9K | 0.01% | −676−9.1% | Reduced |
| Studio Investment Management LLC | 7,038 | $415.9K | 0.13% | +7,038 | New |
| Acrisure Capital Management, LLC | 7,401 | $437.3K | 0.44% | +7,401 | New |
| Shell Asset Management Co | 7,456 | $441.0K | 0.02% | −26−0.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,688 | $454.3K | 0.01% | +2,646+52.5% | Added |
| Pitcairn Co | 7,759 | $458.5K | 0.04% | −760−8.9% | Reduced |
| National Asset Management, Inc. | 7,763 | $458.7K | 0.01% | +4,230+119.7% | Added |
| Maryland State Retirement & Pension System | 7,772 | $459.2K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 7,954 | $470.0K | 0.01% | +21+0.3% | Added |
| Asset Management One Co.,Ltd. | 8,492 | $501.8K | 0.00% | +8,492 | New |
| Pathstone Family Office, LLC | 8,668 | $512.4K | 0.01% | −634−6.8% | Reduced |
| Detalus Advisors, LLC | 8,904 | $526.1K | 0.25% | −200−2.2% | Reduced |
| XTX Topco Ltd | 8,949 | $528.8K | 0.11% | +8,949 | New |
| Inceptionr LLC | 9,109 | $538.3K | 0.17% | −5,082−35.8% | Reduced |
| Mackenzie Financial Corp | 9,256 | $546.9K | 0.00% | +9,256 | New |
| Moneta Group Investment Advisors LLC | 9,540 | $563.7K | 0.01% | +1,427+17.6% | Added |
| Securian Asset Management, Inc | 9,594 | $566.9K | 0.02% | −172−1.8% | Reduced |
| Coldstream Capital Management Inc | 9,870 | $583.2K | 0.02% | +520+5.6% | Added |
| Bridgefront Capital, LLC | 9,970 | $589.1K | 0.36% | +4,593+85.4% | Added |
| Keeley-Teton Advisors, LLC | 10,150 | $599.8K | 0.07% | +400+4.1% | Added |
| Smith, Moore & Co. | 10,796 | $638.0K | 0.09% | +228+2.2% | Added |
| Ergoteles LLC | 11,781 | $696.1K | 0.03% | +11,781 | New |
| Tributary Capital Management, LLC | 11,806 | $697.6K | 0.06% | −141,183−92.3% | Reduced |
| Two Sigma Investments, LP | 11,829 | $699.0K | 0.00% | −83,849−87.6% | Reduced |
| Group One Trading, L.P. | 12,245 | $723.6K | 0.03% | +12,245 | New |
| Van Eck Associates Corp | 12,416 | $734.0K | 0.00% | +9,178+283.4% | Added |
| Pictet Asset Management SA | 12,513 | $739.4K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 12,734 | $752.5K | 0.00% | −10.0% | Reduced |
| Quarry LP | 12,764 | $754.2K | 0.42% | +12,764 | New |
| San Luis Wealth Advisors LLC | 12,868 | $760.0K | 0.29% | +12,868 | New |
| Poplar Forest Capital LLC | 13,144 | $776.7K | 0.09% | +13,144 | New |
| SG Americas Securities, LLC | 13,210 | $781.0K | 0.01% | +3,081+30.4% | Added |
| Tanaka Capital Management Inc | 13,346 | $789.0K | 2.29% | 00.0% | Unchanged |
| First Hawaiian Bank | 13,806 | $815.8K | 0.03% | +246+1.8% | Added |
| Xponance, Inc. | 13,867 | $819.4K | 0.01% | −48−0.3% | Reduced |
| Zions Bancorporation, N.A. | 14,384 | $850.0K | 0.07% | +2,732+23.4% | Added |
| Virginia Retirement Systems Et Al | 14,500 | $856.8K | 0.01% | +5,700+64.8% | Added |
| 1492 Capital Management LLC | 14,876 | $879.0K | 0.54% | +14,876 | New |
| Public Employees Retirement Association of Colorado | 14,885 | $880.0K | 0.00% | −249−1.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 15,086 | $891.0K | 0.08% | +15,086 | New |
| Point72 Asset Management, L.P. | 15,207 | $898.6K | 0.00% | −39,993−72.5% | Reduced |
| Mariner, LLC | 15,249 | $901.0K | 0.00% | +4,325+39.6% | Added |
| Handelsbanken Fonder AB | 15,532 | $918.0K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 15,591 | $921.0K | 0.06% | +7,178+85.3% | Added |
| Federated Hermes, Inc. | 15,785 | $932.7K | 0.00% | −116−0.7% | Reduced |
| Aquatic Capital Management LLC | 15,800 | $934.0K | 0.06% | +10,900+222.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,834 | $935.6K | 0.00% | +734+4.9% | Added |
| Park Avenue Securities LLC | 15,944 | $942.0K | 0.02% | +4,479+39.1% | Added |
| Mosaic Family Wealth Partners, LLC | 15,965 | $943.4K | 0.20% | +10.0% | Added |
| Mercer Global Advisors Inc | 16,038 | $948.0K | 0.00% | −6,390−28.5% | Reduced |
| JustInvest LLC | 16,756 | $990.1K | 0.03% | +3,778+29.1% | Added |
| Jane Street Group, LLC | 17,273 | $1.02M | 0.00% | +17,273 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 17,645 | $1.04M | 0.01% | +17,645 | New |
| Citigroup Inc | 18,463 | $1.09M | 0.00% | −1,772−8.8% | Reduced |
| Fox Run Management, L.L.C. | 18,777 | $1.11M | 0.36% | +13,537+258.3% | Added |
| DekaBank Deutsche Girozentrale | 19,200 | $1.12M | 0.00% | +19,200 | New |
| Russell Investments Group, Ltd. | 19,092 | $1.13M | 0.00% | +3,242+20.5% | Added |
| New Mexico Educational Retirement Board | 19,200 | $1.14M | 0.06% | +2,400+14.3% | Added |
| EFG Asset Management (North America) Corp. | 19,634 | $1.16M | 0.26% | +2,751+16.3% | Added |
| Fifth Third Bancorp | 19,847 | $1.17M | 0.01% | −830−4.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 20,326 | $1.20M | 0.28% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 22,141 | $1.31M | 0.02% | −1,121−4.8% | Reduced |
| National Bank of Canada | 22,468 | $1.32M | 0.00% | −18,819−45.6% | Reduced |