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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 147,773 | $8.82M | 0.01% | +12,041+8.9% | Added |
| American International Group, Inc. | 160,049 | $9.55M | 0.06% | −2,469−1.5% | Reduced |
| Renaissance Technologies LLC | 164,515 | $9.82M | 0.01% | +164,515 | New |
| New York State Teachers Retirement System | 172,599 | $10.3M | 0.02% | −1,994−1.1% | Reduced |
| UBS Asset Management Americas Inc | 179,536 | $10.6M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 185,524 | $11.1M | 0.01% | +1,653+0.9% | Added |
| Cubist Systematic Strategies, LLC | 201,838 | $12.0M | 0.13% | −67,448−25.0% | Reduced |
| California Public Employees Retirement System | 205,273 | $12.2M | 0.01% | −4,879−2.3% | Reduced |
| SEI Investments Co | 206,383 | $12.3M | 0.02% | −32,643−13.7% | Reduced |
| Loomis Sayles & Co L P | 208,713 | $12.5M | 0.02% | +21,921+11.7% | Added |
| Two Sigma Advisers, LP | 220,638 | $13.2M | 0.03% | −42,700−16.2% | Reduced |
| Schroder Investment Management Group | 221,843 | $13.2M | 0.02% | −244,481−52.4% | Reduced |
| Walleye Capital LLC | 223,384 | $13.3M | 0.23% | +141,736+173.6% | Added |
| Swiss National Bank | 232,313 | $13.9M | 0.01% | +2,900+1.3% | Added |
| Legal & General Group Plc | 232,554 | $13.9M | 0.00% | +2,111+0.9% | Added |
| Glenmede Trust Co NA | 242,436 | $14.3M | 0.08% | +432+0.2% | Added |
| Peregrine Capital Management LLC | 248,429 | $14.8M | 0.40% | −1,851−0.7% | Reduced |
| Citadel Advisors LLC | 251,231 | $15.0M | 0.02% | −157,791−38.6% | Reduced |
| Azora Capital LP | 252,697 | $15.1M | 3.07% | −188,892−42.8% | Reduced |
| State of Wisconsin Investment Board | 257,529 | $15.4M | 0.04% | −4,449−1.7% | Reduced |
| Envestnet Asset Management Inc | 263,672 | $15.7M | 0.01% | +2,429+0.9% | Added |
| Wells Fargo & Company | 274,519 | $16.4M | 0.00% | −24,428−8.2% | Reduced |
| Qube Research & Technologies Ltd | 281,684 | $16.8M | 0.07% | +277,730+7,024.0% | Added |
| Retirement Systems of Alabama | 290,757 | $17.3M | 0.08% | −880−0.3% | Reduced |
| JPMorgan Chase & Co | 309,805 | $18.5M | 0.00% | +4,979+1.6% | Added |
| Rhumbline Advisers | 320,443 | $19.1M | 0.02% | +11,617+3.8% | Added |
| Bank of Montreal | 349,979 | $21.0M | 0.01% | +307,531+724.5% | Added |
| Diamond Hill Capital Management Inc | 411,264 | $24.5M | 0.11% | +117,168+39.8% | Added |
| Systematic Financial Management LP | 413,656 | $24.7M | 0.78% | −13,981−3.3% | Reduced |
| First Trust Advisors LP | 449,984 | $26.9M | 0.03% | −140,373−23.8% | Reduced |
| Wellington Management Group LLP | 493,502 | $29.4M | 0.01% | +677+0.1% | Added |
| Nuveen Asset Management, LLC | 495,354 | $29.6M | 0.01% | +15,923+3.3% | Added |
| Ameriprise Financial Inc | 513,969 | $30.7M | 0.01% | −7,234−1.4% | Reduced |
| New York State Common Retirement Fund | 555,773 | $33.2M | 0.04% | −20,096−3.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 586,229 | $35.0M | 0.13% | −5,500−0.9% | Reduced |
| AQR Capital Management LLC | 656,958 | $39.2M | 0.08% | +57,674+9.6% | Added |
| Principal Financial Group Inc | 665,558 | $39.7M | 0.03% | −18,427−2.7% | Reduced |
| Goldman Sachs Group Inc | 676,134 | $40.3M | 0.01% | −571,190−45.8% | Reduced |
| Victory Capital Management Inc | 677,401 | $40.4M | 0.04% | +17,991+2.7% | Added |
| Balyasny Asset Management LLC | 726,001 | $43.3M | 0.12% | +726,001 | New |
| Kennedy Capital Management, Inc. | 755,195 | $45.1M | 1.05% | +129,325+20.7% | Added |
| FMR LLC | 772,723 | $46.1M | 0.00% | +509,792+193.9% | Added |
| Bank of America Corp | 847,885 | $50.6M | 0.01% | −171,552−16.8% | Reduced |
| Marshall Wace, LLP | 889,415 | $53.1M | 0.11% | −856,283−49.1% | Reduced |
| Invesco Ltd. | 913,256 | $54.5M | 0.01% | −91,847−9.1% | Reduced |
| Channing Capital Management, LLC | 945,261 | $56.4M | 1.73% | +53,997+6.1% | Added |
| Northern Trust Corp | 1,056,077 | $63.0M | 0.01% | −21,634−2.0% | Reduced |
| Norges Bank | 1,091,810 | $65.1M | 0.01% | +32,901+3.1% | Added |
| Charles Schwab Investment Management Inc | 1,162,857 | $69.4M | 0.02% | +29,722+2.6% | Added |
| Bank of New York Mellon Corp | 1,257,826 | $75.1M | 0.02% | −10,045−0.8% | Reduced |
| GW&K Investment Management, LLC | 1,416,428 | $84.5M | 0.80% | +171,861+13.8% | Added |
| Geode Capital Management, LLC | 1,539,363 | $91.9M | 0.01% | +72,992+5.0% | Added |
| Silvercrest Asset Management Group LLC | 1,621,149 | $96.7M | 0.69% | +125,307+8.4% | Added |
| Millennium Management LLC | 1,624,346 | $96.9M | 0.10% | −305,398−15.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,662,683 | $99.2M | 0.56% | +2,810+0.2% | Added |
| Fisher Asset Management, LLC | 1,685,312 | $100.6M | 0.06% | +874+0.1% | Added |
| Dimensional Fund Advisors LP | 1,971,445 | $117.6M | 0.04% | −50,714−2.5% | Reduced |
| LSV Asset Management | 1,981,200 | $118.2M | 0.26% | +1,979,500+116,441.2% | Added |
| Macquarie Group Ltd | 2,305,819 | $137.6M | 0.16% | −514,692−18.2% | Reduced |
| Stifel Financial Corp | 2,428,447 | $144.9M | 0.20% | −48,014−1.9% | Reduced |
| Morgan Stanley | 2,504,753 | $149.5M | 0.01% | −716,773−22.2% | Reduced |
| Alliancebernstein L.P. | 2,701,091 | $161.2M | 0.07% | −66,251−2.4% | Reduced |
| Earnest Partners LLC | 2,794,077 | $166.7M | 0.93% | −38,163−1.3% | Reduced |
| State Street Corp | 2,992,653 | $178.6M | 0.01% | +28,266+1.0% | Added |
| Capital Research Global Investors | 6,091,731 | $363.5M | 0.10% | +2,9740.0% | Added |
| BlackRock Inc. | 9,996,112 | $596.5M | 0.02% | −878,392−8.1% | Reduced |
| Vanguard Group Inc | 10,480,286 | $625.4M | 0.01% | −140,808−1.3% | Reduced |
| HighMark Wealth Management LLC | 4 | – | – | −85−95.5% | Reduced |
| Quilter Plc | 687 | – | – | 00.0% | Unchanged |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −134,542−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −77,786−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −29,170−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −22,468−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −19,200−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −18,777−100.0% | Sold out |
| Poplar Forest Capital LLC | 0 | $0 | 0.00% | −13,144−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −12,245−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −9,970−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −9,256−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −8,492−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −7,763−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −7,401−100.0% | Sold out |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −6,501−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −5,185−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −4,387−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −4,356−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,820−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −3,783−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −3,572−100.0% | Sold out |
| US Asset Management LLC | 0 | $0 | 0.00% | −2,664−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,635−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −1,149−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −687−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −589−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −318−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −503−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −118−100.0% | Sold out |