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 |
|---|---|---|---|---|---|
| Comerica Bank | 45,068 | $16 | 0.00% | +45,068 | New |
| Tfo-TDC, LLC | 6 | $358 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7 | $418 | 0.00% | −1−12.5% | Reduced |
| 25 LLC | 8 | $502 | 0.00% | −1−11.1% | Reduced |
| Bell Investment Advisors, Inc | 12 | $717 | 0.00% | −16−57.1% | Reduced |
| BDO Wealth Advisors, LLC | 12 | $717 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 13 | $776 | 0.00% | −3−18.8% | Reduced |
| Sofos Investments, Inc. | 60 | $868 | 0.00% | +1+1.7% | Added |
| Versant Capital Management, Inc | 16 | $955 | 0.00% | +16 | New |
| Toronto Dominion Bank | 9 | $1.00K | 0.00% | +9 | New |
| Gradient Investments LLC | 21 | $1.25K | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 22 | $1.31K | 0.00% | −10−31.3% | Reduced |
| Hexagon Capital Partners LLC | 24 | $1.43K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 24 | $1.43K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 24 | $1.43K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 25 | $1.49K | 0.00% | −3−10.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 25 | $1.49K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 26 | $1.55K | 0.00% | +1+4.0% | Added |
| Prestige Wealth Management Group LLC | 28 | $1.67K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 30 | $1.77K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 32 | $2.00K | 0.00% | +8+33.3% | Added |
| Carolinas Wealth Consulting LLC | 43 | $2.57K | 0.00% | −8−15.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 47 | $2.80K | 0.00% | +47 | New |
| Farmers & Merchants Investments Inc | 48 | $2.86K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 48 | $2.86K | 0.00% | +48 | New |
| First Capital Advisors Group, LLC. | 59 | $3.52K | 0.00% | +59 | New |
| Denali Advisors LLC | 63 | $3.76K | 0.00% | +10+18.9% | Added |
| Cary Street Partner Investment Advisory LLC | 70 | $4.18K | 0.00% | −85−54.8% | Reduced |
| EverSource Wealth Advisors, LLC | 76 | $4.54K | 0.00% | −197−72.2% | Reduced |
| Massmutual Trust Co FSB | 78 | $4.65K | 0.00% | +51+188.9% | Added |
| AdvisorNet Financial, Inc | 85 | $5.07K | 0.00% | −19−18.3% | Reduced |
| GWM Advisors LLC | 85 | $5.07K | 0.00% | +35+70.0% | Added |
| JFS Wealth Advisors, LLC | 87 | $5.19K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 104 | $6.21K | 0.00% | −5−4.6% | Reduced |
| Quent Capital, LLC | 124 | $7.40K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 125 | $7.46K | 0.00% | +50+66.7% | Added |
| Allworth Financial LP | 139 | $8.29K | 0.00% | −120−46.3% | Reduced |
| Bessemer Group Inc | 163 | $10.0K | 0.00% | +83+103.8% | Added |
| Montag A & Associates Inc | 174 | $10.4K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 185 | $11.0K | 0.00% | +55+42.3% | Added |
| Cornerstone Planning Group LLC | 187 | $11.2K | 0.00% | +187 | New |
| Sandy Spring Bank | 198 | $11.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 225 | $13.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 293 | $17.4K | 0.00% | +26+9.7% | Added |
| Global Retirement Partners, LLC | 310 | $18.5K | 0.00% | +8+2.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 321 | $19.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 324 | $19.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 336 | $20.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 338 | $20.2K | 0.00% | −14,869−97.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 375 | $22.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 372 | $22.2K | 0.01% | −12,392−97.1% | Reduced |
| Lindbrook Capital, LLC | 375 | $22.4K | 0.00% | −11−2.8% | Reduced |
| Salem Investment Counselors Inc | 450 | $26.9K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 524 | $31.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 565 | $33.7K | 0.00% | +87+18.2% | Added |
| Front Row Advisors LLC | 594 | $35.0K | 0.02% | −8−1.3% | Reduced |
| Covestor Ltd | 641 | $38.0K | 0.03% | −287−30.9% | Reduced |
| Umb Bank N A | 684 | $40.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 743 | $44.0K | 0.00% | −2,363−76.1% | Reduced |
| Laffer Tengler Investments | 773 | $46.1K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 775 | $46.2K | 0.00% | −9−1.1% | Reduced |
| Assetmark, Inc | 808 | $48.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 908 | $54.2K | 0.02% | +236+35.1% | Added |
| Huntington National Bank | 1,003 | $59.8K | 0.00% | +75+8.1% | Added |
| Harvest Fund Management Co., Ltd | 1,178 | $70.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,195 | $71.3K | 0.01% | +118+11.0% | Added |
| Quadrant Capital Group LLC | 1,356 | $80.9K | 0.01% | −240−15.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,359 | $81.1K | 0.06% | +8+0.6% | Added |
| Stonebridge Capital Advisors LLC | 1,380 | $82.3K | 0.01% | −250−15.3% | Reduced |
| Headlands Technologies LLC | 1,469 | $87.7K | 0.03% | +1,427+3,397.6% | Added |
| Altshuler Shaham Ltd | 1,500 | $89.5K | 0.00% | +1,500 | New |
| Park Place Capital Corp | 1,544 | $92.1K | 0.03% | −58−3.6% | Reduced |
| Icon Wealth Partners, LLC | 1,866 | $111.3K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,010 | $120.0K | 0.00% | +123+6.5% | Added |
| Capital Impact Advisors, LLC | 2,151 | $128.3K | 0.14% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,191 | $130.7K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 2,250 | $134.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,617 | $156.2K | 0.01% | +21+0.8% | Added |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $206.0K | 0.04% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,500 | $209.0K | 0.01% | −12,300−77.8% | Reduced |
| Quantum Private Wealth, LLC | 3,522 | $210.2K | 0.10% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,524 | $210.3K | 0.01% | +663+23.2% | Added |
| Boothbay Fund Management, LLC | 3,667 | $218.8K | 0.01% | +3,667 | New |
| CWM, LLC | 3,679 | $220.0K | 0.00% | +5+0.1% | Added |
| Snowden Capital Advisors LLC | 3,728 | $222.4K | 0.01% | −270−6.8% | Reduced |
| Formidable Asset Management, LLC | 3,800 | $227.0K | 0.05% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 3,909 | $233.3K | 0.00% | −33−0.8% | Reduced |
| Fulton Bank, N.A. | 3,940 | $235.1K | 0.01% | −265−6.3% | Reduced |
| Covenant Partners, LLC | 3,977 | $237.3K | 0.09% | 00.0% | Unchanged |
| American Trust | 3,985 | $237.8K | 0.02% | −653−14.1% | Reduced |
| Freestone Capital Holdings, LLC | 4,000 | $238.7K | 0.01% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 4,000 | $238.7K | 0.17% | +4,000 | New |
| Stratos Wealth Partners, LTD. | 4,037 | $240.9K | 0.01% | +3+0.1% | Added |
| Veritable, L.P. | 4,042 | $241.2K | 0.00% | +98+2.5% | Added |
| Inceptionr LLC | 4,069 | $242.8K | 0.13% | −5,040−55.3% | Reduced |
| PFG Advisors | 4,176 | $249.2K | 0.02% | 00.0% | Unchanged |
| AIA Group Ltd | 4,211 | $251.3K | 0.01% | +4,211 | New |
| Roberts Glore & Co Inc | 4,235 | $252.7K | 0.08% | −37−0.9% | Reduced |
| South State Corp. | 4,500 | $268.5K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,577 | $273.1K | 0.00% | 00.0% | Unchanged |