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, Q2 2023
Institutional positions in Stifel Financial Corp as of Jun 30, 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
- 369
- +2 vs. Q1 2023
- Shares held
- 86.4M
- −947.0K (−1.1%) vs. Q1 2023
- Total value
- $5.15B
- −$15.6M (−0.3%) vs. Q1 2023
- New holders
- 39
- 119 more added
- Sold out
- 37
- 146 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,480,286 | $625.4M | 0.01% | −140,808−1.3% | Reduced |
| BlackRock Inc. | 9,996,112 | $596.5M | 0.02% | −878,392−8.1% | Reduced |
| Capital Research Global Investors | 6,091,731 | $363.5M | 0.10% | +2,9740.0% | Added |
| State Street Corp | 2,992,653 | $178.6M | 0.01% | +28,266+1.0% | Added |
| Earnest Partners LLC | 2,794,077 | $166.7M | 0.93% | −38,163−1.3% | Reduced |
| Alliancebernstein L.P. | 2,701,091 | $161.2M | 0.07% | −66,251−2.4% | Reduced |
| Morgan Stanley | 2,504,753 | $149.5M | 0.01% | −716,773−22.2% | Reduced |
| Stifel Financial Corp | 2,428,447 | $144.9M | 0.20% | −48,014−1.9% | Reduced |
| Macquarie Group Ltd | 2,305,819 | $137.6M | 0.16% | −514,692−18.2% | Reduced |
| LSV Asset Management | 1,981,200 | $118.2M | 0.26% | +1,979,500+116,441.2% | Added |
| Dimensional Fund Advisors LP | 1,971,445 | $117.6M | 0.04% | −50,714−2.5% | Reduced |
| Fisher Asset Management, LLC | 1,685,312 | $100.6M | 0.06% | +874+0.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,662,683 | $99.2M | 0.56% | +2,810+0.2% | Added |
| Millennium Management LLC | 1,624,346 | $96.9M | 0.10% | −305,398−15.8% | Reduced |
| Silvercrest Asset Management Group LLC | 1,621,149 | $96.7M | 0.69% | +125,307+8.4% | Added |
| Geode Capital Management, LLC | 1,539,363 | $91.9M | 0.01% | +72,992+5.0% | Added |
| GW&K Investment Management, LLC | 1,416,428 | $84.5M | 0.80% | +171,861+13.8% | Added |
| Bank of New York Mellon Corp | 1,257,826 | $75.1M | 0.02% | −10,045−0.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,162,857 | $69.4M | 0.02% | +29,722+2.6% | Added |
| Norges Bank | 1,091,810 | $65.1M | 0.01% | +32,901+3.1% | Added |
| Northern Trust Corp | 1,056,077 | $63.0M | 0.01% | −21,634−2.0% | Reduced |
| Channing Capital Management, LLC | 945,261 | $56.4M | 1.73% | +53,997+6.1% | Added |
| Invesco Ltd. | 913,256 | $54.5M | 0.01% | −91,847−9.1% | Reduced |
| Marshall Wace, LLP | 889,415 | $53.1M | 0.11% | −856,283−49.1% | Reduced |
| Bank of America Corp | 847,885 | $50.6M | 0.01% | −171,552−16.8% | Reduced |
| FMR LLC | 772,723 | $46.1M | 0.00% | +509,792+193.9% | Added |
| Kennedy Capital Management, Inc. | 755,195 | $45.1M | 1.05% | +129,325+20.7% | Added |
| Balyasny Asset Management LLC | 726,001 | $43.3M | 0.12% | +726,001 | New |
| Victory Capital Management Inc | 677,401 | $40.4M | 0.04% | +17,991+2.7% | Added |
| Goldman Sachs Group Inc | 676,134 | $40.3M | 0.01% | −571,190−45.8% | Reduced |
| Principal Financial Group Inc | 665,558 | $39.7M | 0.03% | −18,427−2.7% | Reduced |
| AQR Capital Management LLC | 656,958 | $39.2M | 0.08% | +57,674+9.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 586,229 | $35.0M | 0.13% | −5,500−0.9% | Reduced |
| New York State Common Retirement Fund | 555,773 | $33.2M | 0.04% | −20,096−3.5% | Reduced |
| Ameriprise Financial Inc | 513,969 | $30.7M | 0.01% | −7,234−1.4% | Reduced |
| Nuveen Asset Management, LLC | 495,354 | $29.6M | 0.01% | +15,923+3.3% | Added |
| Wellington Management Group LLP | 493,502 | $29.4M | 0.01% | +677+0.1% | Added |
| First Trust Advisors LP | 449,984 | $26.9M | 0.03% | −140,373−23.8% | Reduced |
| Systematic Financial Management LP | 413,656 | $24.7M | 0.78% | −13,981−3.3% | Reduced |
| Diamond Hill Capital Management Inc | 411,264 | $24.5M | 0.11% | +117,168+39.8% | Added |
| Bank of Montreal | 349,979 | $21.0M | 0.01% | +307,531+724.5% | Added |
| Rhumbline Advisers | 320,443 | $19.1M | 0.02% | +11,617+3.8% | Added |
| JPMorgan Chase & Co | 309,805 | $18.5M | 0.00% | +4,979+1.6% | Added |
| Retirement Systems of Alabama | 290,757 | $17.3M | 0.08% | −880−0.3% | Reduced |
| Qube Research & Technologies Ltd | 281,684 | $16.8M | 0.07% | +277,730+7,024.0% | Added |
| Wells Fargo & Company | 274,519 | $16.4M | 0.00% | −24,428−8.2% | Reduced |
| Envestnet Asset Management Inc | 263,672 | $15.7M | 0.01% | +2,429+0.9% | Added |
| State of Wisconsin Investment Board | 257,529 | $15.4M | 0.04% | −4,449−1.7% | Reduced |
| Azora Capital LP | 252,697 | $15.1M | 3.07% | −188,892−42.8% | Reduced |
| Citadel Advisors LLC | 251,231 | $15.0M | 0.02% | −157,791−38.6% | Reduced |
| Peregrine Capital Management LLC | 248,429 | $14.8M | 0.40% | −1,851−0.7% | Reduced |
| Glenmede Trust Co NA | 242,436 | $14.3M | 0.08% | +432+0.2% | Added |
| Legal & General Group Plc | 232,554 | $13.9M | 0.00% | +2,111+0.9% | Added |
| Swiss National Bank | 232,313 | $13.9M | 0.01% | +2,900+1.3% | Added |
| Walleye Capital LLC | 223,384 | $13.3M | 0.23% | +141,736+173.6% | Added |
| Schroder Investment Management Group | 221,843 | $13.2M | 0.02% | −244,481−52.4% | Reduced |
| Two Sigma Advisers, LP | 220,638 | $13.2M | 0.03% | −42,700−16.2% | Reduced |
| Loomis Sayles & Co L P | 208,713 | $12.5M | 0.02% | +21,921+11.7% | Added |
| SEI Investments Co | 206,383 | $12.3M | 0.02% | −32,643−13.7% | Reduced |
| California Public Employees Retirement System | 205,273 | $12.2M | 0.01% | −4,879−2.3% | Reduced |
| Cubist Systematic Strategies, LLC | 201,838 | $12.0M | 0.13% | −67,448−25.0% | Reduced |
| American Century Companies Inc | 185,524 | $11.1M | 0.01% | +1,653+0.9% | Added |
| UBS Asset Management Americas Inc | 179,536 | $10.6M | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 172,599 | $10.3M | 0.02% | −1,994−1.1% | Reduced |
| Renaissance Technologies LLC | 164,515 | $9.82M | 0.01% | +164,515 | New |
| American International Group, Inc. | 160,049 | $9.55M | 0.06% | −2,469−1.5% | Reduced |
| Susquehanna International Group, LLP | 147,773 | $8.82M | 0.01% | +12,041+8.9% | Added |
| Credit Suisse AG | 142,674 | $8.51M | 0.01% | +46,473+48.3% | Added |
| Guggenheim Capital LLC | 140,559 | $8.39M | 0.07% | +35,300+33.5% | Added |
| Schonfeld Strategic Advisors LLC | 129,209 | $7.71M | 0.07% | −48,192−27.2% | Reduced |
| California State Teachers Retirement System | 128,337 | $7.66M | 0.01% | −3,256−2.5% | Reduced |
| State Board of Administration of Florida Retirement System | 128,029 | $7.64M | 0.02% | −6,948−5.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 123,741 | $7.38M | 0.01% | −66,661−35.0% | Reduced |
| Agf Management Ltd | 119,115 | $7.11M | 0.05% | +4,000+3.5% | Added |
| Mutual of America Capital Management LLC | 118,891 | $7.09M | 0.08% | −6,668−5.3% | Reduced |
| Endurance Wealth Management, Inc. | 116,872 | $6.97M | 0.95% | +3,936+3.5% | Added |
| Kettle Hill Capital Management, LLC | 112,923 | $6.74M | 1.34% | −14,974−11.7% | Reduced |
| Panagora Asset Management Inc | 110,566 | $6.60M | 0.04% | −91,717−45.3% | Reduced |
| Squarepoint Ops LLC | 108,857 | $6.50M | 0.04% | +42,386+63.8% | Added |
| EULAV Asset Management | 104,422 | $6.23M | 0.23% | 00.0% | Unchanged |
| Raymond James & Associates | 104,073 | $6.21M | 0.01% | +309+0.3% | Added |
| Great Lakes Advisors, LLC | 98,843 | $5.90M | 0.06% | −74,959−43.1% | Reduced |
| D. E. Shaw & Co., Inc. | 96,343 | $5.75M | 0.01% | −53,398−35.7% | Reduced |
| STRS Ohio | 94,743 | $5.65M | 0.02% | −8,881−8.6% | Reduced |
| Texas Permanent School Fund | 93,447 | $5.58M | 0.05% | −1,029−1.1% | Reduced |
| UBS Group AG | 90,238 | $5.38M | 0.00% | +26,522+41.6% | Added |
| Two Sigma Investments, LP | 86,983 | $5.19M | 0.01% | +75,154+635.3% | Added |
| Great West Life Assurance Co | 84,680 | $5.06M | 0.01% | −7,292−7.9% | Reduced |
| Barclays PLC | 83,390 | $4.98M | 0.00% | +15,820+23.4% | Added |
| Algert Global LLC | 81,770 | $4.88M | 0.21% | −8,494−9.4% | Reduced |
| Manufacturers Life Insurance Company, The | 79,360 | $4.74M | 0.00% | −94,357−54.3% | Reduced |
| North Reef Capital Management LP | 77,020 | $4.60M | 0.35% | +22,020+40.0% | Added |
| Prudential Financial Inc | 78,359 | $4.39M | 0.01% | −189,468−70.7% | Reduced |
| Man Group plc | 72,075 | $4.30M | 0.01% | – | – |
| Amalgamated Bank | 68,706 | $4.10M | 0.03% | −3,305−4.6% | Reduced |
| NFJ Investment Group, LLC | 64,149 | $3.83M | 0.10% | −1,415−2.2% | Reduced |
| MetLife Investment Management | 63,533 | $3.79M | 0.03% | −1,000−1.5% | Reduced |
| Edgestream Partners, L.P. | 62,720 | $3.74M | 0.34% | +62,720 | New |
| Teachers Retirement System of the State of Kentucky | 61,816 | $3.69M | 0.04% | +1,749+2.9% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 61,511 | $3.67M | 0.44% | −499−0.8% | Reduced |