Skip to main content

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.

Other share classesSFBSF.PBSF.PCSF.PD

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.

Institutional holdersQ1 2023: 367 institutions
Q1 2021: 305 institutionsQ2 2021: 342 institutionsQ3 2021: 329 institutionsQ4 2021: 348 institutionsQ1 2022: 367 institutionsQ2 2022: 353 institutionsQ3 2022: 335 institutionsQ4 2022: 362 institutionsQ1 2023: 367 institutionsQ2 2023: 369 institutionsQ3 2023: 366 institutionsQ4 2023: 378 institutionsQ1 2024: 433 institutionsQ2 2024: 436 institutionsQ3 2024: 444 institutionsQ4 2024: 510 institutionsQ1 2025: 523 institutionsQ2 2025: 488 institutionsQ3 2025: 552 institutionsQ4 2025: 630 institutionsQ1 2026: 635 institutionsQ2 2026: 596 institutions
Value heldQ1 2023: $5.17B
Q1 2021: $5.78BQ2 2021: $5.74BQ3 2021: $6.05BQ4 2021: $6.18BQ1 2022: $6.06BQ2 2022: $5.04BQ3 2022: $4.64BQ4 2022: $5.16BQ1 2023: $5.17BQ2 2023: $5.15BQ3 2023: $5.33BQ4 2023: $5.83BQ1 2024: $6.67BQ2 2024: $7.35BQ3 2024: $8.27BQ4 2024: $9.29BQ1 2025: $8.43BQ2 2025: $9.31BQ3 2025: $9.96BQ4 2025: $11.3BQ1 2026: $10.3BQ2 2026: $9.64B
Institutions holding SF and their total value by quarter
QuarterHoldersValue
Q2 2026596$9.64B
Q1 2026635$10.3B
Q4 2025630$11.3B
Q3 2025552$9.96B
Q2 2025488$9.31B
Q1 2025523$8.43B
Q4 2024510$9.29B
Q3 2024444$8.27B
Q2 2024436$7.35B
Q1 2024433$6.67B
Q4 2023378$5.83B
Q3 2023366$5.33B
Q2 2023369$5.15B
Q1 2023367$5.17B
Q4 2022362$5.16B
Q3 2022335$4.64B
Q2 2022353$5.04B
Q1 2022367$6.06B
Q4 2021348$6.18B
Q3 2021329$6.05B
Q2 2021342$5.74B
Q1 2021305$5.78B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q4 2022.

Institutions holding SF in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
KCS Wealth Advisory22,591$1.33M0.50%+22,591New
Commerce Bank22,630$1.34M0.01%+2,000+9.7%Added
Parkside Financial Bank & Trust22,745$1.34M0.36%+6,216+37.6%Added
Greenwich Wealth Management LLC22,949$1.36M0.15%−565−2.4%Reduced
Northwestern Mutual Investment Management Company, LLC23,372$1.38M0.04%+13,536+137.6%Added
Maltese Capital Management LLC23,500$1.39M0.52%−19,940−45.9%Reduced
MML Investors Services, LLC23,721$1.40M0.01%−1,624−6.4%Reduced
AlphaQ Advisors LLC24,379$1.44M1.22%−82−0.3%Reduced
Capital Fund Management S.A.25,300$1.49M0.03%+9,927+64.6%Added
Axiom Investors LLC25,375$1.50M0.02%−27,525−52.0%Reduced
Federation des caisses Desjardins du Quebec25,448$1.50M0.02%00.0%Unchanged
Advisor Group Holdings, Inc.26,164$1.55M0.00%+65+0.2%Added
State of Michigan Retirement System26,587$1.57M0.01%−500−1.8%Reduced
Dana Investment Advisors, Inc.26,655$1.58M0.08%−1,201−4.3%Reduced
Louisiana State Employees Retirement System27,900$1.65M0.04%−600−2.1%Reduced
Quantbot Technologies LP27,924$1.65M0.12%+27,924New
Teza Capital Management LLC28,489$1.68M0.36%+14,312+101.0%Added
Pinebridge Investments, L.P.28,949$1.71M0.02%+28,949New
Algebris (UK) Ltd29,170$1.73M0.69%+29,170New
Martingale Asset Management L P29,309$1.73M0.03%+29,309New
Illinois Municipal Retirement Fund29,437$1.74M0.04%00.0%Unchanged
The PNC Financial Services Group, Inc.29,846$1.76M0.00%−4,205−12.3%Reduced
Oregon Public Employees Retirement Fund30,744$1.82M0.02%−521−1.7%Reduced
Arizona State Retirement System30,795$1.82M0.02%+844+2.8%Added
Sit Investment Associates Inc32,300$1.91M0.05%+50+0.2%Added
Brinker Capital Investments, LLC32,368$1.91M0.02%+14,478+80.9%Added
Orion Portfolio Solutions, LLC32,368$1.91M0.02%+32,368New
Regions Financial Corp33,151$1.96M0.02%+2,411+7.8%Added
Gsa Capital Partners LLP33,856$2.00M0.20%+15,763+87.1%Added
First National Bank of Omaha34,140$2.02M0.12%−6,087−15.1%Reduced
LPL Financial LLC34,576$2.04M0.00%+5,595+19.3%Added
PFS Investments Inc.36,738$2.07M0.04%+36,738New
Tudor Investment Corp Et Al35,800$2.12M0.04%+21,219+145.5%Added
State of Alaska, Department of Revenue39,288$2.32M0.03%−357−0.9%Reduced
Teacher Retirement System of Texas39,595$2.34M0.02%+9,210+30.3%Added
Knights of Columbus Asset Advisors LLC39,623$2.34M0.23%+301+0.8%Added
Public Sector Pension Investment Board40,000$2.36M0.02%+40,000New
Ameritas Investment Partners, Inc.42,120$2.49M0.10%−477−1.1%Reduced
Royal Bank of Canada42,612$2.52M0.00%−16,989−28.5%Reduced
First Republic Investment Management, Inc.42,873$2.53M0.01%−13,063−23.4%Reduced
Interval Partners, LP43,003$2.54M0.14%−16,816−28.1%Reduced
Boston Partners43,017$2.54M0.00%00.0%Unchanged
Thrivent Financial for Lutherans45,349$2.68M0.01%−507−1.1%Reduced
BNP Paribas Arbitrage, SA45,385$2.68M0.01%+5,352+13.4%Added
Price T Rowe Associates Inc46,006$2.72M0.00%+1,386+3.1%Added
US Bancorp46,063$2.72M0.00%−654−1.4%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys47,450$2.80M0.02%−362−0.8%Reduced
Weiss Multi-Strategy Advisers LLC47,766$2.82M0.07%−2,009−4.0%Reduced
Bank of Montreal42,448$2.86M0.00%+1,542+3.8%Added
Deutsche Bank AG48,533$2.87M0.00%−117,262−70.7%Reduced
Ensign Peak Advisors, Inc48,977$2.89M0.01%+20,705+73.2%Added
ExodusPoint Capital Management, LP49,264$2.91M0.03%−62,762−56.0%Reduced
Brandywine Oak Private Wealth LLC49,365$2.92M0.34%00.0%Unchanged
Truist Financial Corp50,831$3.00M0.01%+29,611+139.5%Added
Public Employees Retirement System of Ohio53,406$3.16M0.01%−353−0.7%Reduced
Yousif Capital Management, LLC53,527$3.16M0.04%−760−1.4%Reduced
RMB Capital Management, LLC53,983$3.19M0.11%00.0%Unchanged
Canada Pension Plan Investment Board54,000$3.19M0.01%−1,200−2.2%Reduced
Trillium Asset Management, LLC53,530$3.21M0.09%+1,903+3.7%Added
State of New Jersey Common Pension Fund D54,964$3.25M0.01%−3,268−5.6%Reduced
North Reef Capital Management LP55,000$3.25M0.36%+55,000New
Natixis Advisors, L.P.56,126$3.32M0.01%+9,022+19.2%Added
State of Tennessee, Treasury Department57,692$3.41M0.02%+57,692New
Wesbanco Bank Inc58,728$3.47M0.15%−10,183−14.8%Reduced
Teachers Retirement System of the State of Kentucky60,067$3.55M0.04%00.0%Unchanged
Oppenheimer Asset Management Inc.60,093$3.55M0.05%+9,034+17.7%Added
Voya Investment Management LLC61,251$3.62M0.00%−18,107−22.8%Reduced
Los Angeles Capital Management LLC61,925$3.66M0.02%+643+1.0%Added
Smith, Graham & Co., Investment Advisors, LP62,010$3.66M0.45%+6,868+12.5%Added
Janus Henderson Group PLC63,620$3.76M0.00%+32,351+103.5%Added
UBS Group AG63,716$3.76M0.00%+43,418+213.9%Added
MetLife Investment Management64,533$3.81M0.03%−2,321−3.5%Reduced
NFJ Investment Group, LLC65,564$3.87M0.10%+12,984+24.7%Added
Squarepoint Ops LLC66,471$3.93M0.03%+40,227+153.3%Added
Barclays PLC67,570$3.99M0.00%−18,418−21.4%Reduced
HSBC Holdings PLC68,291$4.03M0.01%+6,621+10.7%Added
Amalgamated Bank72,011$4.25M0.04%−20,081−21.8%Reduced
Treasurer of the State of North Carolina77,622$4.59M0.03%+2,399+3.2%Added
Gillson Capital LP77,786$4.60M0.38%+77,786New
Walleye Capital LLC81,648$4.82M0.10%+81,648New
Algert Global LLC90,264$5.33M0.25%+70,342+353.1%Added
Great West Life Assurance Co91,972$5.43M0.01%−1,176−1.3%Reduced
Texas Permanent School Fund94,476$5.58M0.06%+23,025+32.2%Added
Credit Suisse AG96,201$5.68M0.01%+4,727+5.2%Added
Brookfield Asset Management Inc.97,462$5.76M0.02%+97,462New
STRS Ohio103,624$6.12M0.03%+297+0.3%Added
Raymond James & Associates103,764$6.13M0.01%+40,947+65.2%Added
EULAV Asset Management104,422$6.17M0.24%00.0%Unchanged
Guggenheim Capital LLC105,259$6.22M0.05%−408−0.4%Reduced
Endurance Wealth Management, Inc.112,936$6.67M0.95%+1,963+1.8%Added
Agf Management Ltd115,115$6.80M0.05%+115,115New
Man Group plc–$7.01M0.02%––
Mutual of America Capital Management LLC125,559$7.42M0.09%−3,814−2.9%Reduced
Kettle Hill Capital Management, LLC127,897$7.56M1.74%+127,897New
California State Teachers Retirement System131,593$7.78M0.01%−2,251−1.7%Reduced
Bank of Nova Scotia134,542$7.95M0.02%+134,542New
State Board of Administration of Florida Retirement System134,977$7.98M0.02%00.0%Unchanged
Susquehanna International Group, LLP135,732$8.02M0.01%+135,732New
D. E. Shaw & Co., Inc.149,741$8.85M0.01%−192,662−56.3%Reduced
American International Group, Inc.162,518$9.60M0.06%−2,978−1.8%Reduced