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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 808 | $47.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 784 | $46.3K | 0.00% | +207+35.9% | Added |
| Laffer Tengler Investments | 773 | $45.7K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 687 | $40.6K | 0.00% | +362+111.4% | Added |
| Umb Bank N A | 684 | $40.4K | 0.00% | −201−22.7% | Reduced |
| State of Wyoming | 672 | $39.7K | 0.01% | +19+2.9% | Added |
| Front Row Advisors LLC | 602 | $36.0K | 0.02% | +48+8.7% | Added |
| Ellevest, Inc. | 589 | $34.8K | 0.00% | +51+9.5% | Added |
| Nomura Asset Management Co Ltd | 524 | $31.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 478 | $28.2K | 0.00% | +93+24.2% | Added |
| Salem Investment Counselors Inc | 450 | $26.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 386 | $22.8K | 0.00% | +6+1.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 375 | $22.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 336 | $19.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 324 | $19.1K | 0.00% | −376−53.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 321 | $19.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 318 | $18.8K | 0.00% | +2+0.6% | Added |
| Global Retirement Partners, LLC | 302 | $17.2K | 0.00% | +2+0.7% | Added |
| EverSource Wealth Advisors, LLC | 273 | $16.1K | 0.00% | +72+35.8% | Added |
| IFP Advisors, Inc | 267 | $15.9K | 0.00% | −1,867−87.5% | Reduced |
| Allworth Financial LP | 259 | $15.3K | 0.00% | +157+153.9% | Added |
| Riverview Trust Co | 225 | $13.3K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 220 | $13.0K | 0.00% | +1+0.5% | Added |
| International Assets Investment Management, LLC | 503 | $12.1K | 0.00% | +503 | New |
| Sandy Spring Bank | 198 | $11.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 174 | $10.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 155 | $9.16K | 0.00% | +50+47.6% | Added |
| Sageworth Trust Co | 138 | $8.15K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 130 | $7.68K | 0.00% | +130 | New |
| Quent Capital, LLC | 124 | $7.33K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 118 | $6.97K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 109 | $6.44K | 0.00% | −69−38.8% | Reduced |
| AdvisorNet Financial, Inc | 104 | $6.14K | 0.00% | −19−15.4% | Reduced |
| HighMark Wealth Management LLC | 89 | $5.26K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 87 | $5.14K | 0.00% | −10−10.3% | Reduced |
| Bessemer Group Inc | 80 | $5.00K | 0.00% | +80 | New |
| Creative Financial Designs Inc | 75 | $4.43K | 0.00% | +75 | New |
| Denali Advisors LLC | 53 | $3.13K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 53 | $3.13K | 0.00% | +8+17.8% | Added |
| Carolinas Wealth Consulting LLC | 51 | $3.01K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 50 | $2.96K | 0.00% | −85−63.0% | Reduced |
| Farmers & Merchants Investments Inc | 48 | $2.84K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 42 | $2.48K | 0.00% | +42 | New |
| SJS Investment Consulting Inc. | 32 | $1.89K | 0.00% | −1−3.0% | Reduced |
| SRS Capital Advisors, Inc. | 30 | $1.75K | 0.00% | +1+3.4% | 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 |
| Massmutual Trust Co FSB | 27 | $1.59K | 0.00% | +9+50.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 25 | $1.48K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 25 | $1.48K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 24 | $1.42K | 0.00% | 00.0% | Unchanged |
| 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 |
| Milestone Investment Advisors LLC | 20 | $1.18K | 0.00% | +20 | New |
| Capital Advisors, Ltd. LLC | 24 | $1.00K | 0.00% | +24 | New |
| Glassman Wealth Services | 16 | $945 | 0.00% | +4+33.3% | Added |
| CVA Family Office, LLC | 15 | $886 | 0.00% | −165−91.7% | Reduced |
| Spire Wealth Management | 15 | $886 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 12 | $710 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 9 | $522 | 0.00% | +9 | New |
| Farther Finance Advisors, LLC | 8 | $473 | 0.00% | −67−89.3% | Reduced |
| Tfo-TDC, LLC | 6 | $355 | 0.00% | −14−70.0% | Reduced |
| Sofos Investments, Inc. | 59 | $294 | 0.01% | +1+1.7% | Added |
| TFC Financial Management | 3 | $178 | 0.00% | +3 | New |
| Avion Wealth | 9 | $0 | 0.00% | +9 | New |
| Quilter Plc | 687 | – | – | +687 | New |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −242,815−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −165,178−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −56,577−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −55,891−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −39,658−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −22,679−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −20,548−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −20,364−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −15,800−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −15,498−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −14,381−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −14,275−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −12,862−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −11,577−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −11,256−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −9,318−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −8,275−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −6,611−100.0% | Sold out |
| Visionary Wealth Advisors | 0 | $0 | 0.00% | −5,074−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −4,882−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,485−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −4,198−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −4,194−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −4,176−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,020−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,659−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −3,599−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,286−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,549−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −1,225−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −299−100.0% | Sold out |