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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.

Other share classesSFBSF.PBSF.PCSF.PD

Q3 2023 vs. Q2 2023

How the institutions holding Stifel Financial Corp changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of SF: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders3695366+2
Shares86.4M171.6K86.6M+399.4K (+0.5%)
Value$5.15B$10.2M$5.33B+$184.5M (+3.6%)

5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (46)

Institutions that held Stifel Financial Corp at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to SF in Q3 2023
InstitutionSharesValue% of portfolio
Fiera Capital Corp464,833$28.6M0.09%
Lazard Asset Management LLC220,824$13.6M0.02%
Poplar Forest Capital LLC135,290$8.31M0.96%
Crestwood Advisors Group LLC117,699$7.23M0.19%
HRT Financial LP60,280$3.70M0.04%
Crestline Management, LP45,000$2.76M0.33%
Stanley-Laman Group, Ltd.42,874$2.63M0.45%
Bridgewater Associates, LP37,378$2.30M0.01%
Aviva PLC24,699$1.52M0.01%
AMG National Trust Bank20,945$1.29M0.04%
Envestnet Portfolio Solutions, Inc.18,121$1.11M0.01%
National Bank of Canada17,602$1.02M0.00%
Cinctive Capital Management LP15,000$921.6K0.05%
National Asset Management, Inc.13,881$852.9K0.02%
Empowered Funds, LLC13,074$803.3K0.02%
QRG Capital Management, Inc.12,540$770.4K0.01%
Pictet Asset Management Holding SA12,513$768.8K0.00%
Vestcor Inc7,909$486.0K0.02%
Intech Investment Management LLC7,440$457.1K0.01%
Axq Capital, LP6,256$384.4K0.14%
Cetera Advisor Networks LLC5,793$355.9K0.00%
Radnor Capital Management, LLC5,537$340.0K0.07%
Versor Investments LP5,200$319.5K0.06%
CIBC Private Wealth Group, LLC3,693$226.9K0.00%
Prelude Capital Management, LLC3,613$222.0K0.02%
First National Advisers, LLC3,407$209.3K0.09%
Simplex Trading, LLC3,337$205.0K0.01%
Kestra Advisory Services, LLC3,304$203.0K0.00%
Impact Partnership Wealth, LLC1,911$117.4K0.04%
KBC Group NV1,764$108.0K0.00%
Cutler Group LP1,401$86.0K0.01%
FinTrust Capital Advisors, LLC494$30.4K0.01%
NBC Securities, Inc.322$19.0K0.00%
Central Trust Co149$9.15K0.00%
Steward Financial Group LLC116$7.00K0.00%
Annis Gardner Whiting Capital Advisors, LLC100$6.14K0.00%
Baker Avenue Asset Management, LP86$5.28K0.00%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.61$3.75K0.00%
Venturi Wealth Management, LLC57$3.50K0.00%
Pathway Financial Advisers, LLC54$3.34K0.00%
LGT Financial Advisors LLC52$3.19K0.00%
Milestone Investment Advisors LLC25$1.54K0.00%
Valley National Advisers Inc20$1.00K0.00%
Provenance Wealth Advisors, LLC14$8600.00%
Bokf, NA4$2280.00%
Avion Wealth8$00.00%

Sold out (44)

Institutions that held Stifel Financial Corp at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of SF in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Balyasny Asset Management LLC726,001$43.3M
Azora Capital LP252,697$15.1M
Kettle Hill Capital Management, LLC112,923$6.74M
Two Sigma Investments, LP86,983$5.19M
Edgestream Partners, L.P.62,720$3.74M
State of Tennessee, Treasury Department57,692$3.44M
Brookfield Asset Management Inc.49,779$2.97M
Cipher Capital LP39,335$2.35M
Quantbot Technologies LP36,390$2.17M
Tudor Investment Corp Et Al35,251$2.10M
Greenwich Wealth Management LLC22,750$1.36M
San Luis Wealth Advisors LLC21,468$1.28M
Capital Fund Management S.A.18,393$1.10M
Campbell & CO Investment Adviser LLC16,402$978.7K
Duality Advisers, LP14,388$858.5K
Ergoteles LLC14,131$843.2K
Seven Eight Capital, LP13,026$777.3K
XTX Topco Ltd10,855$647.7K
Oak Thistle LLC8,848$528.0K
Healthcare of Ontario Pension Plan Trust Fund8,449$504.2K
MQS Management LLC7,721$460.7K
Petrus Trust Company, LTA7,701$459.5K
Pearl River Capital, LLC7,328$437.3K
Quantamental Technologies LLC7,004$417.9K
Rockefeller Capital Management L.P.6,808$406.3K
Centiva Capital, LP5,679$338.9K
Sherbrooke Park Advisers LLC5,384$321.3K
Verition Fund Management LLC4,952$295.5K
PFG Advisors4,176$249.2K
Veritable, L.P.4,042$241.2K
Qsemble Capital Management, LP4,000$238.7K
American Trust3,985$237.8K
Boothbay Fund Management, LLC3,667$218.8K
Harbor Investment Advisory, LLC2,191$130.7K
Capital Impact Advisors, LLC2,151$128.3K
Headlands Technologies LLC1,469$87.7K
Laffer Tengler Investments773$46.1K
Quarry LP372$22.2K
AdvisorNet Financial, Inc85$5.07K
Denali Advisors LLC63$3.76K
Disciplined Investments, LLC25$1.49K
Sofos Investments, Inc.60$868
25 LLC8$502
HighMark Wealth Management LLC4–

Not filed for Q3 2023 yet (5)

Institutions that held Stifel Financial Corp at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SF in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Endurance Wealth Management, Inc.116,872$6.97M
PFS Investments Inc.42,115$2.51M
Pictet Asset Management SA12,513$746.7K
First Capital Advisors Group, LLC.59$3.52K
BDO Wealth Advisors, LLC12$717