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 |
|---|---|---|---|---|---|
| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| Bokf, NA | 4 | $228 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 6 | $358 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7 | $430 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 13 | $799 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $860 | 0.00% | +14 | New |
| Versant Capital Management, Inc | 16 | $983 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | +20 | New |
| Toronto Dominion Bank | 19 | $1.17K | 0.00% | +10+111.1% | Added |
| Gradient Investments LLC | 21 | $1.29K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 23 | $1.41K | 0.00% | −3−11.5% | Reduced |
| Manchester Capital Management LLC | 24 | $1.48K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 24 | $1.48K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 24 | $1.48K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 25 | $1.54K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 25 | $1.54K | 0.00% | +25 | New |
| Prestige Wealth Management Group LLC | 28 | $1.72K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $1.78K | 0.00% | +7+31.8% | Added |
| SRS Capital Advisors, Inc. | 30 | $1.82K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $1.97K | 0.00% | +20+166.7% | Added |
| Capital Advisors, Ltd. LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 43 | $2.45K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 46 | $2.83K | 0.00% | −2−4.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 48 | $2.95K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 52 | $3.19K | 0.00% | +52 | New |
| Pathway Financial Advisers, LLC | 54 | $3.34K | 0.00% | +54 | New |
| Venturi Wealth Management, LLC | 57 | $3.50K | 0.00% | +57 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 61 | $3.75K | 0.00% | +61 | New |
| Whittier Trust Co of Nevada Inc | 76 | $4.67K | 0.00% | +29+61.7% | Added |
| Cary Street Partner Investment Advisory LLC | 80 | $4.92K | 0.00% | +10+14.3% | Added |
| Baker Avenue Asset Management, LP | 86 | $5.28K | 0.00% | +86 | New |
| JFS Wealth Advisors, LLC | 98 | $6.02K | 0.00% | +11+12.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 100 | $6.14K | 0.00% | +100 | New |
| EverSource Wealth Advisors, LLC | 104 | $6.39K | 0.00% | +28+36.8% | Added |
| Private Trust Co NA | 104 | $6.39K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 116 | $7.00K | 0.00% | +116 | New |
| Massmutual Trust Co FSB | 121 | $7.43K | 0.00% | +43+55.1% | Added |
| Creative Financial Designs Inc | 125 | $7.68K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 149 | $9.15K | 0.00% | +149 | New |
| Allworth Financial LP | 162 | $9.95K | 0.00% | +23+16.5% | Added |
| Bessemer Group Inc | 164 | $10.0K | 0.00% | +1+0.6% | Added |
| Cornerstone Planning Group LLC | 165 | $10.1K | 0.00% | −22−11.8% | Reduced |
| Montag A & Associates Inc | 174 | $10.7K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 185 | $11.4K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 198 | $12.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 225 | $13.8K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 246 | $15.1K | 0.00% | +122+98.4% | Added |
| Covestor Ltd | 296 | $18.0K | 0.01% | −345−53.8% | Reduced |
| NBC Securities, Inc. | 322 | $19.0K | 0.00% | +322 | New |
| GWM Advisors LLC | 319 | $19.6K | 0.00% | +234+275.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 321 | $20.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 349 | $20.5K | 0.00% | +39+12.6% | Added |
| Whittier Trust Co | 336 | $20.6K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 375 | $23.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 415 | $25.5K | 0.00% | +40+10.7% | Added |
| Salem Investment Counselors Inc | 450 | $27.6K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 494 | $30.4K | 0.01% | +494 | New |
| Proequities, Inc. | 580 | $35.6K | 0.00% | +15+2.7% | Added |
| Front Row Advisors LLC | 611 | $37.5K | 0.02% | +17+2.9% | Added |
| First Horizon Advisors, Inc. | 640 | $39.3K | 0.00% | +316+97.5% | Added |
| Umb Bank N A | 684 | $42.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 727 | $44.7K | 0.00% | −276−27.5% | Reduced |
| Nomura Asset Management Co Ltd | 730 | $44.9K | 0.00% | +206+39.3% | Added |
| Signaturefd, LLC | 796 | $48.9K | 0.00% | +21+2.7% | Added |
| Altshuler Shaham Ltd | 915 | $56.2K | 0.00% | −585−39.0% | Reduced |
| Harvest Fund Management Co., Ltd | 1,178 | $72.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,195 | $73.4K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,349 | $82.9K | 0.02% | +441+48.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,359 | $83.5K | 0.07% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,380 | $84.8K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 1,401 | $86.0K | 0.01% | +1,401 | New |
| Park Place Capital Corp | 1,533 | $94.2K | 0.03% | −11−0.7% | Reduced |
| KBC Group NV | 1,764 | $108.0K | 0.00% | +1,764 | New |
| Quadrant Capital Group LLC | 1,854 | $113.9K | 0.01% | +498+36.7% | Added |
| Ronald Blue Trust, Inc. | 1,933 | $115.0K | 0.00% | +1,190+160.2% | Added |
| Impact Partnership Wealth, LLC | 1,911 | $117.4K | 0.04% | +1,911 | New |
| IFP Advisors, Inc | 1,994 | $122.5K | 0.01% | +1,701+580.5% | Added |
| Ci Investments Inc. | 2,044 | $126.0K | 0.00% | +34+1.7% | Added |
| Icon Wealth Partners, LLC | 2,216 | $136.2K | 0.02% | +350+18.8% | Added |
| Country Trust Bank | 2,250 | $138.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,631 | $161.6K | 0.01% | +14+0.5% | Added |
| Kestra Advisory Services, LLC | 3,304 | $203.0K | 0.00% | +3,304 | New |
| Simplex Trading, LLC | 3,337 | $205.0K | 0.01% | +3,337 | New |
| TD Private Client Wealth LLC | 3,401 | $209.0K | 0.01% | −123−3.5% | Reduced |
| First National Advisers, LLC | 3,407 | $209.3K | 0.09% | +3,407 | New |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $212.0K | 0.05% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 3,613 | $222.0K | 0.02% | +3,613 | New |
| CIBC Private Wealth Group, LLC | 3,693 | $226.9K | 0.00% | +3,693 | New |
| CWM, LLC | 3,691 | $227.0K | 0.00% | +12+0.3% | Added |
| Formidable Asset Management, LLC | 3,800 | $233.5K | 0.05% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 3,909 | $240.2K | 0.00% | 00.0% | Unchanged |
| Covenant Partners, LLC | 3,977 | $244.3K | 0.09% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 4,000 | $245.8K | 0.01% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,029 | $247.5K | 0.01% | −3,273−44.8% | Reduced |
| Aigen Investment Management, LP | 4,048 | $248.7K | 0.05% | −4,601−53.2% | Reduced |
| Stratos Wealth Partners, LTD. | 4,054 | $249.1K | 0.01% | +17+0.4% | Added |
| Virginia Retirement Systems Et Al | 4,200 | $258.0K | 0.00% | −2,800−40.0% | Reduced |
| AIA Group Ltd | 4,211 | $258.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,230 | $259.9K | 0.00% | −4,254−50.1% | Reduced |
| Roberts Glore & Co Inc | 4,235 | $260.2K | 0.09% | 00.0% | Unchanged |