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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 13,958 | $832.9K | 0.00% | −47,967−77.5% | Reduced |
| First Hawaiian Bank | 13,806 | $823.8K | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 13,580 | $810.0K | 0.00% | +1,164+9.4% | Added |
| Public Employees Retirement Association of Colorado | 13,532 | $807.0K | 0.00% | −1,353−9.1% | Reduced |
| SG Americas Securities, LLC | 13,151 | $785.0K | 0.01% | −59−0.4% | Reduced |
| Seven Eight Capital, LP | 13,026 | $777.3K | 0.13% | +13,026 | New |
| Xponance, Inc. | 12,807 | $764.2K | 0.01% | −1,060−7.6% | Reduced |
| Tanaka Capital Management Inc | 12,796 | $764.0K | 2.07% | −550−4.1% | Reduced |
| Brown Advisory Inc | 12,734 | $759.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 12,694 | $757.5K | 0.00% | −5,769−31.2% | Reduced |
| Pictet Asset Management SA | 12,513 | $746.7K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 12,370 | $738.1K | 0.03% | +7,241+141.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,541 | $688.7K | 0.07% | +11,541 | New |
| Tributary Capital Management, LLC | 11,138 | $664.6K | 0.06% | −668−5.7% | Reduced |
| XTX Topco Ltd | 10,855 | $647.7K | 0.12% | +1,906+21.3% | Added |
| Smith, Moore & Co. | 10,601 | $632.6K | 0.08% | −195−1.8% | Reduced |
| Russell Investments Group, Ltd. | 10,524 | $628.0K | 0.00% | −8,568−44.9% | Reduced |
| Coldstream Capital Management Inc | 10,353 | $617.8K | 0.02% | +483+4.9% | Added |
| Keeley-Teton Advisors, LLC | 10,150 | $605.7K | 0.08% | 00.0% | Unchanged |
| JBF Capital, Inc. | 10,000 | $596.7K | 0.13% | +10,000 | New |
| Securian Asset Management, Inc | 9,454 | $564.1K | 0.01% | −140−1.5% | Reduced |
| Moneta Group Investment Advisors LLC | 9,388 | $560.2K | 0.01% | −152−1.6% | Reduced |
| Mercer Global Advisors Inc | 8,982 | $536.0K | 0.00% | −7,056−44.0% | Reduced |
| Detalus Advisors, LLC | 8,904 | $531.3K | 0.24% | 00.0% | Unchanged |
| Oak Thistle LLC | 8,848 | $528.0K | 0.28% | +8,848 | New |
| Aigen Investment Management, LP | 8,649 | $516.1K | 0.08% | +8,649 | New |
| Pathstone Family Office, LLC | 8,631 | $515.0K | 0.01% | −37−0.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,484 | $506.3K | 0.00% | +4,109+93.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 8,449 | $504.2K | 0.00% | −9,196−52.1% | Reduced |
| Crossmark Global Holdings, Inc. | 7,791 | $490.0K | 0.01% | −163−2.0% | Reduced |
| HighTower Advisors, LLC | 7,793 | $466.0K | 0.00% | +1,872+31.6% | Added |
| Maryland State Retirement & Pension System | 7,772 | $463.8K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 7,721 | $460.7K | 0.31% | +7,721 | New |
| Petrus Trust Company, LTA | 7,701 | $459.5K | 0.05% | +7,701 | New |
| Studio Investment Management LLC | 7,607 | $453.9K | 0.13% | +569+8.1% | Added |
| Hillsdale Investment Management Inc. | 7,600 | $453.5K | 0.04% | +7,600 | New |
| Pitcairn Co | 7,453 | $444.7K | 0.04% | −306−3.9% | Reduced |
| Shell Asset Management Co | 7,414 | $442.0K | 0.02% | −42−0.6% | Reduced |
| Pearl River Capital, LLC | 7,328 | $437.3K | 0.07% | +7,328 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,302 | $435.7K | 0.01% | −386−5.0% | Reduced |
| Quantamental Technologies LLC | 7,004 | $417.9K | 0.17% | +621+9.7% | Added |
| Virginia Retirement Systems Et Al | 7,000 | $417.7K | 0.00% | −7,500−51.7% | Reduced |
| Rockefeller Capital Management L.P. | 6,808 | $406.3K | 0.00% | +2,118+45.2% | Added |
| Cornerstone Investment Partners, LLC | 6,596 | $393.6K | 0.02% | +33+0.5% | Added |
| Neuberger Berman Group LLC | 6,562 | $391.6K | 0.00% | +2,792+74.1% | Added |
| Oppenheimer & Co Inc | 6,531 | $389.7K | 0.01% | −202−3.0% | Reduced |
| Moody Aldrich Partners LLC | 6,315 | $376.8K | 0.07% | −316−4.8% | Reduced |
| ProShare Advisors LLC | 6,200 | $370.0K | 0.00% | −67−1.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,158 | $367.4K | 0.01% | −205−3.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 6,000 | $358.0K | 0.05% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 5,936 | $354.2K | 0.11% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,801 | $346.1K | 0.00% | +5,801 | New |
| Leuthold Group, LLC | 5,756 | $343.5K | 0.04% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 5,728 | $342.0K | 0.03% | −28,128−83.1% | Reduced |
| Centiva Capital, LP | 5,679 | $338.9K | 0.02% | +5,679 | New |
| Allianz Asset Management GmbH | 5,659 | $337.7K | 0.00% | +335+6.3% | Added |
| Connable Office Inc | 5,631 | $336.0K | 0.05% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 5,604 | $334.4K | 0.00% | +5,604 | New |
| Utah Retirement Systems | 5,600 | $334.2K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 5,571 | $332.5K | 0.00% | +470+9.2% | Added |
| Sherbrooke Park Advisers LLC | 5,384 | $321.3K | 0.17% | +5,384 | New |
| Shelton Capital Management | 5,292 | $315.8K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 5,246 | $313.0K | 0.04% | +636+13.8% | Added |
| Captrust Financial Advisors | 5,044 | $301.0K | 0.00% | −1,006−16.6% | Reduced |
| Verition Fund Management LLC | 4,952 | $295.5K | 0.00% | +4,952 | New |
| Yorktown Management & Research Co Inc | 4,900 | $292.4K | 0.31% | 00.0% | Unchanged |
| Meritage Portfolio Management | 4,722 | $282.0K | 0.02% | +763+19.3% | Added |
| Nisa Investment Advisors, LLC | 4,577 | $273.1K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 4,500 | $268.5K | 0.02% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 4,235 | $252.7K | 0.08% | −37−0.9% | Reduced |
| AIA Group Ltd | 4,211 | $251.3K | 0.01% | +4,211 | New |
| PFG Advisors | 4,176 | $249.2K | 0.02% | 00.0% | Unchanged |
| Inceptionr LLC | 4,069 | $242.8K | 0.13% | −5,040−55.3% | Reduced |
| Veritable, L.P. | 4,042 | $241.2K | 0.00% | +98+2.5% | Added |
| Stratos Wealth Partners, LTD. | 4,037 | $240.9K | 0.01% | +3+0.1% | Added |
| 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 |
| American Trust | 3,985 | $237.8K | 0.02% | −653−14.1% | Reduced |
| Covenant Partners, LLC | 3,977 | $237.3K | 0.09% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 3,940 | $235.1K | 0.01% | −265−6.3% | Reduced |
| Baird Financial Group, Inc. | 3,909 | $233.3K | 0.00% | −33−0.8% | Reduced |
| Formidable Asset Management, LLC | 3,800 | $227.0K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,728 | $222.4K | 0.01% | −270−6.8% | Reduced |
| CWM, LLC | 3,679 | $220.0K | 0.00% | +5+0.1% | Added |
| Boothbay Fund Management, LLC | 3,667 | $218.8K | 0.01% | +3,667 | New |
| TD Private Client Wealth LLC | 3,524 | $210.3K | 0.01% | +663+23.2% | Added |
| Quantum Private Wealth, LLC | 3,522 | $210.2K | 0.10% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,500 | $209.0K | 0.01% | −12,300−77.8% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $206.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,617 | $156.2K | 0.01% | +21+0.8% | Added |
| Country Trust Bank | 2,250 | $134.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,191 | $130.7K | 0.02% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 2,151 | $128.3K | 0.14% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,010 | $120.0K | 0.00% | +123+6.5% | Added |
| Icon Wealth Partners, LLC | 1,866 | $111.3K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,544 | $92.1K | 0.03% | −58−3.6% | Reduced |
| Altshuler Shaham Ltd | 1,500 | $89.5K | 0.00% | +1,500 | New |
| Headlands Technologies LLC | 1,469 | $87.7K | 0.03% | +1,427+3,397.6% | Added |
| Stonebridge Capital Advisors LLC | 1,380 | $82.3K | 0.01% | −250−15.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,359 | $81.1K | 0.06% | +8+0.6% | Added |