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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 1,356 | $80.9K | 0.01% | −240−15.0% | Reduced |
| Larson Financial Group LLC | 1,195 | $71.3K | 0.01% | +118+11.0% | Added |
| Harvest Fund Management Co., Ltd | 1,178 | $70.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,003 | $59.8K | 0.00% | +75+8.1% | Added |
| State of Wyoming | 908 | $54.2K | 0.02% | +236+35.1% | Added |
| Assetmark, Inc | 808 | $48.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 775 | $46.2K | 0.00% | −9−1.1% | Reduced |
| Laffer Tengler Investments | 773 | $46.1K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 743 | $44.0K | 0.00% | −2,363−76.1% | Reduced |
| Umb Bank N A | 684 | $40.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 641 | $38.0K | 0.03% | −287−30.9% | Reduced |
| Front Row Advisors LLC | 594 | $35.0K | 0.02% | −8−1.3% | Reduced |
| Proequities, Inc. | 565 | $33.7K | 0.00% | +87+18.2% | Added |
| Nomura Asset Management Co Ltd | 524 | $31.3K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 450 | $26.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 375 | $22.4K | 0.00% | −11−2.8% | Reduced |
| Quarry LP | 372 | $22.2K | 0.01% | −12,392−97.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 375 | $22.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 338 | $20.2K | 0.00% | −14,869−97.8% | Reduced |
| Whittier Trust Co | 336 | $20.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 324 | $19.3K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 321 | $19.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 310 | $18.5K | 0.00% | +8+2.6% | Added |
| IFP Advisors, Inc | 293 | $17.4K | 0.00% | +26+9.7% | Added |
| Riverview Trust Co | 225 | $13.4K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 198 | $11.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 187 | $11.2K | 0.00% | +187 | New |
| Lee Financial Co | 185 | $11.0K | 0.00% | +55+42.3% | Added |
| Montag A & Associates Inc | 174 | $10.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 163 | $10.0K | 0.00% | +83+103.8% | Added |
| Allworth Financial LP | 139 | $8.29K | 0.00% | −120−46.3% | Reduced |
| Creative Financial Designs Inc | 125 | $7.46K | 0.00% | +50+66.7% | Added |
| Quent Capital, LLC | 124 | $7.40K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 104 | $6.21K | 0.00% | −5−4.6% | Reduced |
| JFS Wealth Advisors, LLC | 87 | $5.19K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 85 | $5.07K | 0.00% | −19−18.3% | Reduced |
| GWM Advisors LLC | 85 | $5.07K | 0.00% | +35+70.0% | Added |
| Massmutual Trust Co FSB | 78 | $4.65K | 0.00% | +51+188.9% | Added |
| EverSource Wealth Advisors, LLC | 76 | $4.54K | 0.00% | −197−72.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 70 | $4.18K | 0.00% | −85−54.8% | Reduced |
| Denali Advisors LLC | 63 | $3.76K | 0.00% | +10+18.9% | Added |
| First Capital Advisors Group, LLC. | 59 | $3.52K | 0.00% | +59 | New |
| Farmers & Merchants Investments Inc | 48 | $2.86K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 48 | $2.86K | 0.00% | +48 | New |
| Whittier Trust Co of Nevada Inc | 47 | $2.80K | 0.00% | +47 | New |
| Carolinas Wealth Consulting LLC | 43 | $2.57K | 0.00% | −8−15.7% | Reduced |
| Capital Advisors, Ltd. LLC | 32 | $2.00K | 0.00% | +8+33.3% | Added |
| SRS Capital Advisors, Inc. | 30 | $1.77K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $1.67K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 26 | $1.55K | 0.00% | +1+4.0% | Added |
| Disciplined Investments, LLC | 25 | $1.49K | 0.00% | −3−10.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 25 | $1.49K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 24 | $1.43K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 24 | $1.43K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 24 | $1.43K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $1.31K | 0.00% | −10−31.3% | Reduced |
| Gradient Investments LLC | 21 | $1.25K | 0.00% | +21 | New |
| Toronto Dominion Bank | 9 | $1.00K | 0.00% | +9 | New |
| Versant Capital Management, Inc | 16 | $955 | 0.00% | +16 | New |
| Sofos Investments, Inc. | 60 | $868 | 0.00% | +1+1.7% | Added |
| Glassman Wealth Services | 13 | $776 | 0.00% | −3−18.8% | Reduced |
| Bell Investment Advisors, Inc | 12 | $717 | 0.00% | −16−57.1% | Reduced |
| BDO Wealth Advisors, LLC | 12 | $717 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 8 | $502 | 0.00% | −1−11.1% | Reduced |
| Farther Finance Advisors, LLC | 7 | $418 | 0.00% | −1−12.5% | Reduced |
| Tfo-TDC, LLC | 6 | $358 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 45,068 | $16 | 0.00% | +45,068 | New |
| 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 |