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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
Manufacturers Life Insurance Company, The173,717$10.3M0.01%+87,839+102.3%Added
Great Lakes Advisors, LLC173,802$10.3M0.09%+173,802New
New York State Teachers Retirement System174,593$10.3M0.02%−3,446−1.9%Reduced
Schonfeld Strategic Advisors LLC177,401$10.5M0.10%+146,701+477.9%Added
UBS Asset Management Americas Inc179,536$10.6M0.01%+1,510+0.8%Added
American Century Companies Inc183,871$10.9M0.01%+8,448+4.8%Added
Loomis Sayles & Co L P186,792$11.0M0.02%+15,427+9.0%Added
Allspring Global Investments Holdings, LLC190,402$11.3M0.02%−136,678−41.8%Reduced
Panagora Asset Management Inc202,283$12.0M0.08%+193,879+2,307.0%Added
Assenagon Asset Management S.A.203,280$12.0M0.05%−548,717−73.0%Reduced
California Public Employees Retirement System210,152$12.4M0.01%−38,839−15.6%Reduced
Swiss National Bank229,413$13.6M0.01%−26,900−10.5%Reduced
Legal & General Group Plc230,443$13.6M0.00%+3,908+1.7%Added
SEI Investments Co239,026$14.1M0.03%+23,410+10.9%Added
Glenmede Trust Co NA242,004$14.3M0.08%+20,101+9.1%Added
Peregrine Capital Management LLC250,280$14.8M0.43%+7,088+2.9%Added
Envestnet Asset Management Inc261,243$15.4M0.01%+21,007+8.7%Added
State of Wisconsin Investment Board261,978$15.5M0.05%−32,412−11.0%Reduced
FMR LLC262,931$15.5M0.00%+1,661+0.6%Added
Two Sigma Advisers, LP263,338$15.6M0.04%+125,600+91.2%Added
Prudential Financial Inc267,827$15.8M0.02%+141,007+111.2%Added
Cubist Systematic Strategies, LLC269,286$15.9M0.15%+175,042+185.7%Added
Retirement Systems of Alabama291,637$17.2M0.07%−2,431−0.8%Reduced
Diamond Hill Capital Management Inc294,096$17.4M0.08%+294,096New
Wells Fargo & Company298,947$17.7M0.01%−13,234−4.2%Reduced
JPMorgan Chase & Co304,826$18.0M0.00%−64,563−17.5%Reduced
Rhumbline Advisers308,826$18.2M0.02%−6,015−1.9%Reduced
Citadel Advisors LLC409,022$24.2M0.03%−4,091−1.0%Reduced
Systematic Financial Management LP427,637$25.3M0.83%−1,989−0.5%Reduced
Azora Capital LP441,589$26.1M4.00%+441,589New
Schroder Investment Management Group466,324$27.6M0.04%+226,802+94.7%Added
Nuveen Asset Management, LLC479,431$28.3M0.01%−79,977−14.3%Reduced
Wellington Management Group LLP492,825$29.1M0.01%−4,823−1.0%Reduced
Ameriprise Financial Inc521,203$30.8M0.01%−37,186−6.7%Reduced
New York State Common Retirement Fund575,869$34.0M0.05%−84,847−12.8%Reduced
First Trust Advisors LP590,357$34.9M0.04%+200,466+51.4%Added
AQR Capital Management LLC599,284$35.0M0.08%+157,691+35.7%Added
Hotchkis & Wiley Capital Management LLC591,729$35.0M0.13%+132,100+28.7%Added
Kennedy Capital Management, Inc.625,870$37.0M1.09%+122,752+24.4%Added
Victory Capital Management Inc659,410$39.0M0.04%+102,418+18.4%Added
Principal Financial Group Inc683,985$40.4M0.03%−5,101−0.7%Reduced
Channing Capital Management, LLC891,264$52.7M1.69%−424,089−32.2%Reduced
Invesco Ltd.1,005,103$59.4M0.02%−143,849−12.5%Reduced
Bank of America Corp1,019,437$60.2M0.01%+32,184+3.3%Added
Norges Bank1,058,909$62.6M0.01%+23,770+2.3%Added
Northern Trust Corp1,077,711$63.7M0.01%+943+0.1%Added
Charles Schwab Investment Management Inc1,133,135$67.0M0.02%+20,373+1.8%Added
GW&K Investment Management, LLC1,244,567$73.5M0.71%+442,819+55.2%Added
Goldman Sachs Group Inc1,247,324$73.7M0.02%−1,108,518−47.1%Reduced
Bank of New York Mellon Corp1,267,871$74.9M0.02%−22,015−1.7%Reduced
Geode Capital Management, LLC1,466,371$86.6M0.01%+38,190+2.7%Added
Silvercrest Asset Management Group LLC1,495,842$88.4M0.67%+395,509+35.9%Added
Fuller & Thaler Asset Management, Inc.1,659,873$98.1M0.57%+1,019,328+159.1%Added
Fisher Asset Management, LLC1,684,438$99.5M0.06%−106,685−6.0%Reduced
Marshall Wace, LLP1,745,698$103.2M0.25%+289,846+19.9%Added
Millennium Management LLC1,929,744$114.0M0.13%−899,117−31.8%Reduced
Dimensional Fund Advisors LP2,022,159$119.5M0.04%−202,509−9.1%Reduced
Stifel Financial Corp2,476,461$146.3M0.21%+143,902+6.2%Added
Alliancebernstein L.P.2,767,342$163.5M0.07%−644,193−18.9%Reduced
Macquarie Group Ltd2,820,511$166.7M0.20%−450,986−13.8%Reduced
Earnest Partners LLC2,832,240$167.4M0.97%+13,171+0.5%Added
State Street Corp2,964,387$175.2M0.01%+22,785+0.8%Added
Morgan Stanley3,221,526$190.4M0.02%+101,378+3.2%Added
Capital Research Global Investors6,088,757$359.8M0.10%+1,1210.0%Added
Vanguard Group Inc10,621,094$627.6M0.02%+175,487+1.7%Added
BlackRock Inc.10,874,504$642.6M0.02%−362,753−3.2%Reduced
Quilter Plc687––+687New
Southpoint Capital Advisors LP0$00.00%−600,000−100.0%Sold out
Renaissance Technologies LLC0$00.00%−242,815−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−165,178−100.0%Sold out
Holocene Advisors, LP0$00.00%−56,577−100.0%Sold out
Cinctive Capital Management LP0$00.00%−55,891−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−39,658−100.0%Sold out
CX Institutional0$00.00%−22,679−100.0%Sold out
DuPont Capital Management Corp0$00.00%−20,548−100.0%Sold out
Pacer Advisors, Inc.0$00.00%−20,364−100.0%Sold out
CIBC World Markets Corp0$00.00%−20,000−100.0%Sold out
Zurich Insurance Group Ltd0$00.00%−15,800−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−15,498−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−14,381−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−14,275−100.0%Sold out
Magnetar Financial LLC0$00.00%−12,862−100.0%Sold out
United Services Automobile Association0$00.00%−11,577−100.0%Sold out
Duality Advisers, LP0$00.00%−11,256−100.0%Sold out
Verition Fund Management LLC0$00.00%−9,318−100.0%Sold out
Fiducient Advisors LLC0$00.00%−8,275−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−6,611−100.0%Sold out
Visionary Wealth Advisors0$00.00%−5,074−100.0%Sold out
Old National Bancorp0$00.00%−4,882−100.0%Sold out
Centiva Capital, LP0$00.00%−4,485−100.0%Sold out
Winton Group Ltd0$00.00%−4,198−100.0%Sold out
Oak Thistle LLC0$00.00%−4,194−100.0%Sold out
Cetera Advisors LLC0$00.00%−4,176−100.0%Sold out
Aigen Investment Management, LP0$00.00%−4,020−100.0%Sold out
Seven Eight Capital, LP0$00.00%−3,659−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−3,599−100.0%Sold out
Acadian Asset Management LLC0$00.00%−3,286−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−2,549−100.0%Sold out
Comerica Securities,inc.0$00.00%−1,225−100.0%Sold out
Amundi0$00.00%−299−100.0%Sold out