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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
Quarry LP12,764$754.2K0.42%+12,764New
Brown Advisory Inc12,734$752.5K0.00%−10.0%Reduced
Pictet Asset Management SA12,513$739.4K0.00%00.0%Unchanged
Van Eck Associates Corp12,416$734.0K0.00%+9,178+283.4%Added
Group One Trading, L.P.12,245$723.6K0.03%+12,245New
Two Sigma Investments, LP11,829$699.0K0.00%−83,849−87.6%Reduced
Tributary Capital Management, LLC11,806$697.6K0.06%−141,183−92.3%Reduced
Ergoteles LLC11,781$696.1K0.03%+11,781New
Smith, Moore & Co.10,796$638.0K0.09%+228+2.2%Added
Keeley-Teton Advisors, LLC10,150$599.8K0.07%+400+4.1%Added
Bridgefront Capital, LLC9,970$589.1K0.36%+4,593+85.4%Added
Coldstream Capital Management Inc9,870$583.2K0.02%+520+5.6%Added
Securian Asset Management, Inc9,594$566.9K0.02%−172−1.8%Reduced
Moneta Group Investment Advisors LLC9,540$563.7K0.01%+1,427+17.6%Added
Mackenzie Financial Corp9,256$546.9K0.00%+9,256New
Inceptionr LLC9,109$538.3K0.17%−5,082−35.8%Reduced
XTX Topco Ltd8,949$528.8K0.11%+8,949New
Detalus Advisors, LLC8,904$526.1K0.25%−200−2.2%Reduced
Pathstone Family Office, LLC8,668$512.4K0.01%−634−6.8%Reduced
Asset Management One Co.,Ltd.8,492$501.8K0.00%+8,492New
Crossmark Global Holdings, Inc.7,954$470.0K0.01%+21+0.3%Added
Maryland State Retirement & Pension System7,772$459.2K0.01%00.0%Unchanged
National Asset Management, Inc.7,763$458.7K0.01%+4,230+119.7%Added
Pitcairn Co7,759$458.5K0.04%−760−8.9%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital7,688$454.3K0.01%+2,646+52.5%Added
Shell Asset Management Co7,456$441.0K0.02%−26−0.3%Reduced
Acrisure Capital Management, LLC7,401$437.3K0.44%+7,401New
Studio Investment Management LLC7,038$415.9K0.13%+7,038New
Oppenheimer & Co Inc6,733$397.9K0.01%−676−9.1%Reduced
Moody Aldrich Partners LLC6,631$391.8K0.08%−12−0.2%Reduced
Cornerstone Investment Partners, LLC6,563$387.8K0.03%−46−0.7%Reduced
Lingohr & Partner Asset Management GmbH6,501$384.0K0.98%+6,501New
Quantamental Technologies LLC6,383$377.2K0.20%+6,383New
O'Shaughnessy Asset Management, LLC6,363$376.0K0.01%+111+1.8%Added
ProShare Advisors LLC6,267$370.3K0.00%−8,400−57.3%Reduced
Captrust Financial Advisors6,050$357.5K0.00%+1,520+33.6%Added
NJ State Employees Deferred Compensation Plan6,000$354.5K0.05%00.0%Unchanged
Integrated Investment Consultants, LLC5,936$350.8K0.11%+21+0.4%Added
HighTower Advisors, LLC5,921$348.0K0.00%+946+19.0%Added
Versor Investments LP5,800$342.7K0.04%−700−10.8%Reduced
Leuthold Group, LLC5,756$340.1K0.04%−353−5.8%Reduced
Connable Office Inc5,631$332.7K0.05%00.0%Unchanged
Utah Retirement Systems5,600$330.9K0.00%+100+1.8%Added
Allianz Asset Management GmbH5,324$314.6K0.00%+5,324New
Shelton Capital Management5,292$312.7K0.01%−261−4.7%Reduced
Eqis Capital Management, Inc.5,185$306.4K0.03%−3,536−40.5%Reduced
Engineers Gate Manager LP5,129$303.1K0.01%−23,223−81.9%Reduced
Creative Planning5,101$301.4K0.00%+1,188+30.4%Added
Yorktown Management & Research Co Inc4,900$289.5K0.31%00.0%Unchanged
Rockefeller Capital Management L.P.4,690$276.0K0.00%+2,528+116.9%Added
American Trust4,638$274.1K0.02%−229−4.7%Reduced
CWM Advisors, LLC4,610$272.4K0.03%+587+14.6%Added
Nisa Investment Advisors, LLC4,577$270.0K0.00%+600+15.1%Added
South State Corp.4,500$265.9K0.02%−5,000−52.6%Reduced
Radnor Capital Management, LLC4,387$259.0K0.07%00.0%Unchanged
Northwestern Mutual Wealth Management Co4,375$258.5K0.00%−200−4.4%Reduced
Janney Montgomery Scott LLC4,356$257.0K0.00%−2,095−32.5%Reduced
Roberts Glore & Co Inc4,272$252.4K0.08%−117−2.7%Reduced
Fulton Bank, N.A.4,205$248.5K0.01%+121+3.0%Added
PFG Advisors4,176$246.8K0.02%00.0%Unchanged
Stratos Wealth Partners, LTD.4,034$238.4K0.01%+41+1.0%Added
Freestone Capital Holdings, LLC4,000$236.4K0.01%00.0%Unchanged
Snowden Capital Advisors LLC3,998$236.2K0.01%+248+6.6%Added
Covenant Partners, LLC3,977$235.0K0.09%−1,056−21.0%Reduced
Jump Financial, LLC3,967$234.4K0.01%−5,102−56.3%Reduced
Meritage Portfolio Management3,959$234.0K0.02%−136−3.3%Reduced
Qube Research & Technologies Ltd3,954$233.6K0.00%−178,971−97.8%Reduced
Veritable, L.P.3,944$233.1K0.00%−426−9.7%Reduced
Baird Financial Group, Inc.3,942$232.9K0.00%+25+0.6%Added
Tower Research Capital LLC (TRC)3,831$226.0K0.01%−1,795−31.9%Reduced
Jefferies Financial Group Inc.3,820$225.7K0.00%+3,820New
Profund Advisors LLC3,783$223.5K0.01%−743−16.4%Reduced
Neuberger Berman Group LLC3,770$222.8K0.00%+3,770New
Formidable Asset Management, LLC3,800$222.0K0.05%00.0%Unchanged
CWM, LLC3,674$217.0K0.00%−17−0.5%Reduced
Perigon Wealth Management, LLC3,572$211.1K0.01%−1,137−24.1%Reduced
Point72 Middle East FZE3,533$208.8K0.01%+3,533New
Quantum Private Wealth, LLC3,522$208.1K0.11%+3,522New
First Fiduciary Investment Counsel, Inc.3,450$204.0K0.05%00.0%Unchanged
Ronald Blue Trust, Inc.3,106$181.0K0.00%+984+46.4%Added
TD Private Client Wealth LLC2,861$169.1K0.01%+2,241+361.5%Added
Walleye Trading LLC2,794$165.1K0.01%+2,794New
US Asset Management LLC2,664$157.0K0.16%−36−1.3%Reduced
Parallel Advisors, LLC2,596$153.4K0.01%+124+5.0%Added
Country Trust Bank2,250$133.0K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC2,191$129.5K0.02%−428−16.3%Reduced
Capital Impact Advisors, LLC2,151$127.1K0.16%−756−26.0%Reduced
Ci Investments Inc.1,887$112.0K0.00%+12+0.6%Added
Icon Wealth Partners, LLC1,866$110.3K0.01%+1,866New
LSV Asset Management1,700$100.0K0.00%+1,700New
Kapitalo Investimentos Ltda1,635$96.6K0.03%+1,635New
Stonebridge Capital Advisors LLC1,630$96.3K0.01%00.0%Unchanged
Park Place Capital Corp1,602$94.7K0.03%+64+4.2%Added
Quadrant Capital Group LLC1,596$94.3K0.01%+443+38.4%Added
CarsonAllaria Wealth Management, Ltd.1,351$79.9K0.07%+8+0.6%Added
Harvest Fund Management Co., Ltd1,178$70.0K0.02%−942−44.4%Reduced
Industrial Alliance Investment Management Inc.1,149$68.0K0.00%+318+38.3%Added
Larson Financial Group LLC1,077$63.6K0.01%+7+0.7%Added
Covestor Ltd928$55.0K0.05%−1,153−55.4%Reduced
Huntington National Bank928$54.8K0.00%+41+4.6%Added