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 |
|---|---|---|---|---|---|
| Meritage Portfolio Management | 4,722 | $282.0K | 0.02% | +763+19.3% | Added |
| Yorktown Management & Research Co Inc | 4,900 | $292.4K | 0.31% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,952 | $295.5K | 0.00% | +4,952 | New |
| Captrust Financial Advisors | 5,044 | $301.0K | 0.00% | −1,006−16.6% | Reduced |
| CWM Advisors, LLC | 5,246 | $313.0K | 0.04% | +636+13.8% | Added |
| Shelton Capital Management | 5,292 | $315.8K | 0.01% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 5,384 | $321.3K | 0.17% | +5,384 | New |
| Creative Planning | 5,571 | $332.5K | 0.00% | +470+9.2% | Added |
| Utah Retirement Systems | 5,600 | $334.2K | 0.00% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 5,604 | $334.4K | 0.00% | +5,604 | New |
| Connable Office Inc | 5,631 | $336.0K | 0.05% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 5,659 | $337.7K | 0.00% | +335+6.3% | Added |
| Centiva Capital, LP | 5,679 | $338.9K | 0.02% | +5,679 | New |
| Gsa Capital Partners LLP | 5,728 | $342.0K | 0.03% | −28,128−83.1% | Reduced |
| Leuthold Group, LLC | 5,756 | $343.5K | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,801 | $346.1K | 0.00% | +5,801 | New |
| Integrated Investment Consultants, LLC | 5,936 | $354.2K | 0.11% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 6,000 | $358.0K | 0.05% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 6,158 | $367.4K | 0.01% | −205−3.2% | Reduced |
| ProShare Advisors LLC | 6,200 | $370.0K | 0.00% | −67−1.1% | Reduced |
| Moody Aldrich Partners LLC | 6,315 | $376.8K | 0.07% | −316−4.8% | Reduced |
| Oppenheimer & Co Inc | 6,531 | $389.7K | 0.01% | −202−3.0% | Reduced |
| Neuberger Berman Group LLC | 6,562 | $391.6K | 0.00% | +2,792+74.1% | Added |
| Cornerstone Investment Partners, LLC | 6,596 | $393.6K | 0.02% | +33+0.5% | Added |
| Rockefeller Capital Management L.P. | 6,808 | $406.3K | 0.00% | +2,118+45.2% | Added |
| Virginia Retirement Systems Et Al | 7,000 | $417.7K | 0.00% | −7,500−51.7% | Reduced |
| Quantamental Technologies LLC | 7,004 | $417.9K | 0.17% | +621+9.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,302 | $435.7K | 0.01% | −386−5.0% | Reduced |
| Pearl River Capital, LLC | 7,328 | $437.3K | 0.07% | +7,328 | New |
| Shell Asset Management Co | 7,414 | $442.0K | 0.02% | −42−0.6% | Reduced |
| Pitcairn Co | 7,453 | $444.7K | 0.04% | −306−3.9% | Reduced |
| Hillsdale Investment Management Inc. | 7,600 | $453.5K | 0.04% | +7,600 | New |
| Studio Investment Management LLC | 7,607 | $453.9K | 0.13% | +569+8.1% | Added |
| Petrus Trust Company, LTA | 7,701 | $459.5K | 0.05% | +7,701 | New |
| MQS Management LLC | 7,721 | $460.7K | 0.31% | +7,721 | New |
| Maryland State Retirement & Pension System | 7,772 | $463.8K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 7,793 | $466.0K | 0.00% | +1,872+31.6% | Added |
| Crossmark Global Holdings, Inc. | 7,791 | $490.0K | 0.01% | −163−2.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 8,449 | $504.2K | 0.00% | −9,196−52.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,484 | $506.3K | 0.00% | +4,109+93.9% | Added |
| Pathstone Family Office, LLC | 8,631 | $515.0K | 0.01% | −37−0.4% | Reduced |
| Aigen Investment Management, LP | 8,649 | $516.1K | 0.08% | +8,649 | New |
| Oak Thistle LLC | 8,848 | $528.0K | 0.28% | +8,848 | New |
| Detalus Advisors, LLC | 8,904 | $531.3K | 0.24% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 8,982 | $536.0K | 0.00% | −7,056−44.0% | Reduced |
| Moneta Group Investment Advisors LLC | 9,388 | $560.2K | 0.01% | −152−1.6% | Reduced |
| Securian Asset Management, Inc | 9,454 | $564.1K | 0.01% | −140−1.5% | Reduced |
| JBF Capital, Inc. | 10,000 | $596.7K | 0.13% | +10,000 | New |
| Keeley-Teton Advisors, LLC | 10,150 | $605.7K | 0.08% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 10,353 | $617.8K | 0.02% | +483+4.9% | Added |
| Russell Investments Group, Ltd. | 10,524 | $628.0K | 0.00% | −8,568−44.9% | Reduced |
| Smith, Moore & Co. | 10,601 | $632.6K | 0.08% | −195−1.8% | Reduced |
| XTX Topco Ltd | 10,855 | $647.7K | 0.12% | +1,906+21.3% | Added |
| Tributary Capital Management, LLC | 11,138 | $664.6K | 0.06% | −668−5.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,541 | $688.7K | 0.07% | +11,541 | New |
| Engineers Gate Manager LP | 12,370 | $738.1K | 0.03% | +7,241+141.2% | Added |
| Pictet Asset Management SA | 12,513 | $746.7K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 12,694 | $757.5K | 0.00% | −5,769−31.2% | Reduced |
| Brown Advisory Inc | 12,734 | $759.8K | 0.00% | 00.0% | Unchanged |
| Tanaka Capital Management Inc | 12,796 | $764.0K | 2.07% | −550−4.1% | Reduced |
| Xponance, Inc. | 12,807 | $764.2K | 0.01% | −1,060−7.6% | Reduced |
| Seven Eight Capital, LP | 13,026 | $777.3K | 0.13% | +13,026 | New |
| SG Americas Securities, LLC | 13,151 | $785.0K | 0.01% | −59−0.4% | Reduced |
| Public Employees Retirement Association of Colorado | 13,532 | $807.0K | 0.00% | −1,353−9.1% | Reduced |
| Van Eck Associates Corp | 13,580 | $810.0K | 0.00% | +1,164+9.4% | Added |
| First Hawaiian Bank | 13,806 | $823.8K | 0.03% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 13,958 | $832.9K | 0.00% | −47,967−77.5% | Reduced |
| Ergoteles LLC | 14,131 | $843.2K | 0.04% | +2,350+19.9% | Added |
| Duality Advisers, LP | 14,388 | $858.5K | 0.11% | +14,388 | New |
| Zions Bancorporation, N.A. | 14,455 | $862.5K | 0.07% | +71+0.5% | Added |
| Tower Research Capital LLC (TRC) | 14,845 | $885.8K | 0.03% | +11,014+287.5% | Added |
| 1492 Capital Management LLC | 14,871 | $887.4K | 0.52% | −50.0% | Reduced |
| Federated Hermes, Inc. | 15,437 | $921.1K | 0.00% | −348−2.2% | Reduced |
| Handelsbanken Fonder AB | 15,532 | $927.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 15,553 | $928.1K | 0.00% | +304+2.0% | Added |
| Mosaic Family Wealth Partners, LLC | 15,964 | $952.6K | 0.19% | −10.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 16,402 | $978.7K | 0.17% | +16,402 | New |
| JustInvest LLC | 16,917 | $1.01M | 0.03% | +161+1.0% | Added |
| Park Avenue Securities LLC | 17,222 | $1.03M | 0.02% | +1,278+8.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,389 | $1.04M | 0.00% | +1,555+9.8% | Added |
| Quantinno Capital Management LP | 17,413 | $1.04M | 0.06% | +1,822+11.7% | Added |
| Walleye Trading LLC | 17,467 | $1.04M | 0.05% | +14,673+525.2% | Added |
| Capital Fund Management S.A. | 18,393 | $1.10M | 0.02% | −6,907−27.3% | Reduced |
| EFG Asset Management (North America) Corp. | 18,536 | $1.11M | 0.24% | −1,098−5.6% | Reduced |
| Pacer Advisors, Inc. | 18,600 | $1.11M | 0.00% | +18,600 | New |
| Parkside Financial Bank & Trust | 18,855 | $1.13M | 0.27% | −3,890−17.1% | Reduced |
| Axiom Investors LLC | 19,455 | $1.16M | 0.02% | −5,920−23.3% | Reduced |
| BNP Paribas Arbitrage, SA | 20,214 | $1.21M | 0.00% | −25,171−55.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 20,326 | $1.21M | 0.27% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 20,883 | $1.25M | 0.13% | +20,883 | New |
| Delphi Management Inc | 21,191 | $1.26M | 1.33% | +21,191 | New |
| Fifth Third Bancorp | 21,261 | $1.27M | 0.01% | +1,414+7.1% | Added |
| Teza Capital Management LLC | 21,456 | $1.28M | 0.21% | −7,033−24.7% | Reduced |
| San Luis Wealth Advisors LLC | 21,468 | $1.28M | 0.45% | +8,600+66.8% | Added |
| New Mexico Educational Retirement Board | 21,500 | $1.28M | 0.06% | +2,300+12.0% | Added |
| Steward Partners Investment Advisory, LLC | 22,273 | $1.33M | 0.02% | +132+0.6% | Added |
| Commerce Bank | 22,279 | $1.33M | 0.01% | −351−1.6% | Reduced |
| Greenwich Wealth Management LLC | 22,750 | $1.36M | 0.14% | −199−0.9% | Reduced |
| KCS Wealth Advisory | 23,044 | $1.38M | 0.48% | +453+2.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 23,586 | $1.41M | 0.04% | +214+0.9% | Added |