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, Q3 2023
Institutional positions in Stifel Financial Corp as of Sep 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
- 366
- +2 vs. Q2 2023
- Shares held
- 86.6M
- +399.4K (+0.5%) vs. Q2 2023
- Total value
- $5.33B
- +$184.5M (+3.6%) vs. Q2 2023
- New holders
- 46
- 129 more added
- Sold out
- 44
- 130 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,312,503 | $633.6M | 0.02% | −167,783−1.6% | Reduced |
| BlackRock Inc. | 9,225,312 | $566.8M | 0.02% | −770,800−7.7% | Reduced |
| Capital Research Global Investors | 6,093,910 | $374.4M | 0.10% | +2,1790.0% | Added |
| Morgan Stanley | 3,035,273 | $186.5M | 0.02% | +530,520+21.2% | Added |
| State Street Corp | 3,028,424 | $186.1M | 0.01% | +35,771+1.2% | Added |
| Earnest Partners LLC | 2,802,275 | $172.2M | 0.99% | +8,198+0.3% | Added |
| Alliancebernstein L.P. | 2,611,639 | $160.5M | 0.07% | −89,452−3.3% | Reduced |
| Stifel Financial Corp | 2,357,885 | $144.9M | 0.20% | −70,562−2.9% | Reduced |
| FMR LLC | 2,220,791 | $136.4M | 0.01% | +1,448,068+187.4% | Added |
| Macquarie Group Ltd | 2,208,369 | $135.7M | 0.17% | −97,450−4.2% | Reduced |
| Dimensional Fund Advisors LP | 2,114,777 | $129.9M | 0.04% | +143,332+7.3% | Added |
| LSV Asset Management | 1,924,800 | $118.3M | 0.28% | −56,400−2.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,656,489 | $101.8M | 0.59% | −6,194−0.4% | Reduced |
| Fisher Asset Management, LLC | 1,638,484 | $100.7M | 0.06% | −46,828−2.8% | Reduced |
| Millennium Management LLC | 1,616,680 | $99.3M | 0.10% | −7,666−0.5% | Reduced |
| Silvercrest Asset Management Group LLC | 1,563,797 | $96.1M | 0.73% | −57,352−3.5% | Reduced |
| Geode Capital Management, LLC | 1,558,197 | $95.8M | 0.01% | +18,834+1.2% | Added |
| GW&K Investment Management, LLC | 1,399,044 | $86.0M | 0.86% | −17,384−1.2% | Reduced |
| Bank of New York Mellon Corp | 1,204,477 | $74.0M | 0.02% | −53,349−4.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,201,432 | $73.8M | 0.02% | +38,575+3.3% | Added |
| Principal Financial Group Inc | 1,183,721 | $72.7M | 0.05% | +518,163+77.9% | Added |
| Norges Bank | 1,104,369 | $67.9M | 0.01% | +12,559+1.2% | Added |
| Goldman Sachs Group Inc | 1,084,951 | $66.7M | 0.02% | +408,817+60.5% | Added |
| Northern Trust Corp | 1,036,991 | $63.7M | 0.01% | −19,086−1.8% | Reduced |
| Channing Capital Management, LLC | 992,163 | $61.0M | 2.01% | +46,902+5.0% | Added |
| Invesco Ltd. | 978,480 | $60.1M | 0.02% | +65,224+7.1% | Added |
| Bank of America Corp | 906,452 | $55.7M | 0.01% | +58,567+6.9% | Added |
| Kennedy Capital Management, Inc. | 763,565 | $46.9M | 1.14% | +8,370+1.1% | Added |
| New York State Common Retirement Fund | 670,500 | $41.2M | 0.06% | +114,727+20.6% | Added |
| Victory Capital Management Inc | 655,773 | $40.3M | 0.05% | −21,628−3.2% | Reduced |
| AQR Capital Management LLC | 589,823 | $36.2M | 0.07% | −67,135−10.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 586,229 | $36.0M | 0.14% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 503,107 | $30.9M | 0.01% | −10,862−2.1% | Reduced |
| Nuveen Asset Management, LLC | 500,627 | $30.8M | 0.01% | +5,273+1.1% | Added |
| Envestnet Asset Management Inc | 492,447 | $30.3M | 0.01% | +228,775+86.8% | Added |
| Wellington Management Group LLP | 484,045 | $29.7M | 0.01% | −9,457−1.9% | Reduced |
| First Trust Advisors LP | 467,013 | $28.7M | 0.03% | +17,029+3.8% | Added |
| Fiera Capital Corp | 464,833 | $28.6M | 0.09% | +464,833 | New |
| Systematic Financial Management LP | 403,712 | $24.8M | 0.80% | −9,944−2.4% | Reduced |
| Diamond Hill Capital Management Inc | 395,097 | $24.3M | 0.12% | −16,167−3.9% | Reduced |
| Rhumbline Advisers | 343,523 | $21.1M | 0.02% | +23,080+7.2% | Added |
| Wells Fargo & Company | 318,706 | $19.6M | 0.01% | +44,187+16.1% | Added |
| Marshall Wace, LLP | 296,900 | $18.2M | 0.04% | −592,515−66.6% | Reduced |
| Retirement Systems of Alabama | 284,403 | $17.5M | 0.08% | −6,354−2.2% | Reduced |
| JPMorgan Chase & Co | 278,939 | $17.1M | 0.00% | −30,866−10.0% | Reduced |
| Squarepoint Ops LLC | 256,037 | $15.7M | 0.08% | +147,180+135.2% | Added |
| State of Wisconsin Investment Board | 242,936 | $14.9M | 0.05% | −14,593−5.7% | Reduced |
| North Reef Capital Management LP | 240,000 | $14.7M | 0.93% | +162,980+211.6% | Added |
| Peregrine Capital Management LLC | 234,025 | $14.4M | 0.43% | −14,404−5.8% | Reduced |
| Swiss National Bank | 233,313 | $14.3M | 0.01% | +1,000+0.4% | Added |
| Legal & General Group Plc | 229,709 | $14.1M | 0.00% | −2,845−1.2% | Reduced |
| Glenmede Trust Co NA | 221,853 | $13.6M | 0.08% | −20,583−8.5% | Reduced |
| SEI Investments Co | 221,850 | $13.6M | 0.02% | +15,467+7.5% | Added |
| Lazard Asset Management LLC | 220,824 | $13.6M | 0.02% | +220,824 | New |
| Assenagon Asset Management S.A. | 216,850 | $13.3M | 0.05% | +178,412+464.2% | Added |
| Loomis Sayles & Co L P | 204,545 | $12.6M | 0.02% | −4,168−2.0% | Reduced |
| California Public Employees Retirement System | 202,690 | $12.5M | 0.01% | −2,583−1.3% | Reduced |
| American Century Companies Inc | 186,818 | $11.5M | 0.01% | +1,294+0.7% | Added |
| UBS Asset Management Americas Inc | 180,019 | $11.1M | 0.00% | +483+0.3% | Added |
| New York State Teachers Retirement System | 168,585 | $10.4M | 0.03% | −4,014−2.3% | Reduced |
| Walleye Capital LLC | 167,507 | $10.3M | 0.15% | −55,877−25.0% | Reduced |
| Interval Partners, LP | 152,956 | $9.40M | 0.39% | +104,951+218.6% | Added |
| Allspring Global Investments Holdings, LLC | 152,767 | $9.39M | 0.02% | +29,026+23.5% | Added |
| Susquehanna International Group, LLP | 147,418 | $9.06M | 0.01% | −355−0.2% | Reduced |
| American International Group, Inc. | 147,143 | $9.04M | 0.06% | −12,906−8.1% | Reduced |
| Credit Suisse AG | 142,030 | $8.73M | 0.01% | −644−0.5% | Reduced |
| Guggenheim Capital LLC | 140,451 | $8.63M | 0.07% | −108−0.1% | Reduced |
| Poplar Forest Capital LLC | 135,290 | $8.31M | 0.96% | +135,290 | New |
| State Board of Administration of Florida Retirement System | 128,189 | $7.88M | 0.02% | +160+0.1% | Added |
| Agf Management Ltd | 119,155 | $7.32M | 0.05% | +400.0% | Added |
| Crestwood Advisors Group LLC | 117,699 | $7.23M | 0.19% | +117,699 | New |
| California State Teachers Retirement System | 116,701 | $7.17M | 0.01% | −11,636−9.1% | Reduced |
| Raymond James & Associates | 115,376 | $7.09M | 0.01% | +11,303+10.9% | Added |
| Panagora Asset Management Inc | 114,234 | $7.02M | 0.04% | +3,668+3.3% | Added |
| Mutual of America Capital Management LLC | 110,723 | $6.80M | 0.08% | −8,168−6.9% | Reduced |
| Jane Street Group, LLC | 106,877 | $6.57M | 0.01% | +56,764+113.3% | Added |
| EULAV Asset Management | 104,461 | $6.42M | 0.23% | +390.0% | Added |
| Renaissance Technologies LLC | 101,715 | $6.25M | 0.01% | −62,800−38.2% | Reduced |
| Citadel Advisors LLC | 100,109 | $6.15M | 0.01% | −151,122−60.2% | Reduced |
| Oppenheimer Asset Management Inc. | 94,596 | $5.81M | 0.09% | +34,322+56.9% | Added |
| STRS Ohio | 93,395 | $5.74M | 0.03% | −1,348−1.4% | Reduced |
| Great Lakes Advisors, LLC | 93,036 | $5.72M | 0.05% | −5,807−5.9% | Reduced |
| Manufacturers Life Insurance Company, The | 89,220 | $5.48M | 0.00% | +9,860+12.4% | Added |
| Texas Permanent School Fund | 88,708 | $5.45M | 0.05% | −4,739−5.1% | Reduced |
| Great West Life Assurance Co | 88,016 | $5.41M | 0.01% | +3,336+3.9% | Added |
| Cubist Systematic Strategies, LLC | 85,854 | $5.27M | 0.07% | −115,984−57.5% | Reduced |
| Schroder Investment Management Group | 85,127 | $5.23M | 0.01% | −136,716−61.6% | Reduced |
| Royal Bank of Canada | 79,980 | $4.91M | 0.00% | +25,362+46.4% | Added |
| Teachers Retirement System of the State of Kentucky | 79,342 | $4.88M | 0.05% | +17,526+28.4% | Added |
| Algert Global LLC | 74,700 | $4.59M | 0.22% | −7,070−8.6% | Reduced |
| Qube Research & Technologies Ltd | 70,440 | $4.33M | 0.01% | −211,244−75.0% | Reduced |
| Barclays PLC | 68,838 | $4.23M | 0.00% | −14,552−17.5% | Reduced |
| Amalgamated Bank | 68,734 | $4.22M | 0.04% | +280.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 67,171 | $4.13M | 0.10% | +42,835+176.0% | Added |
| Pinebridge Investments, L.P. | 65,989 | $4.05M | 0.04% | +26,044+65.2% | Added |
| Bank of Montreal | 60,979 | $4.04M | 0.00% | −289,000−82.6% | Reduced |
| Man Group plc | – | $4.02M | 0.01% | – | – |
| NFJ Investment Group, LLC | 64,148 | $3.94M | 0.11% | −10.0% | Reduced |
| Trillium Asset Management, LLC | 63,743 | $3.92M | 0.12% | +9,373+17.2% | Added |
| Natixis Advisors, L.P. | 63,024 | $3.87M | 0.01% | +6,274+11.1% | Added |