Skip to main content

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

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.

Institutional holdersQ3 2023: 366 institutions
Q1 2021: 305 institutionsQ2 2021: 342 institutionsQ3 2021: 329 institutionsQ4 2021: 348 institutionsQ1 2022: 367 institutionsQ2 2022: 353 institutionsQ3 2022: 335 institutionsQ4 2022: 362 institutionsQ1 2023: 367 institutionsQ2 2023: 369 institutionsQ3 2023: 366 institutionsQ4 2023: 378 institutionsQ1 2024: 433 institutionsQ2 2024: 436 institutionsQ3 2024: 444 institutionsQ4 2024: 510 institutionsQ1 2025: 523 institutionsQ2 2025: 488 institutionsQ3 2025: 552 institutionsQ4 2025: 630 institutionsQ1 2026: 635 institutionsQ2 2026: 596 institutions
Value heldQ3 2023: $5.33B
Q1 2021: $5.78BQ2 2021: $5.74BQ3 2021: $6.05BQ4 2021: $6.18BQ1 2022: $6.06BQ2 2022: $5.04BQ3 2022: $4.64BQ4 2022: $5.16BQ1 2023: $5.17BQ2 2023: $5.15BQ3 2023: $5.33BQ4 2023: $5.83BQ1 2024: $6.67BQ2 2024: $7.35BQ3 2024: $8.27BQ4 2024: $9.29BQ1 2025: $8.43BQ2 2025: $9.31BQ3 2025: $9.96BQ4 2025: $11.3BQ1 2026: $10.3BQ2 2026: $9.64B
Institutions holding SF and their total value by quarter
QuarterHoldersValue
Q2 2026596$9.64B
Q1 2026635$10.3B
Q4 2025630$11.3B
Q3 2025552$9.96B
Q2 2025488$9.31B
Q1 2025523$8.43B
Q4 2024510$9.29B
Q3 2024444$8.27B
Q2 2024436$7.35B
Q1 2024433$6.67B
Q4 2023378$5.83B
Q3 2023366$5.33B
Q2 2023369$5.15B
Q1 2023367$5.17B
Q4 2022362$5.16B
Q3 2022335$4.64B
Q2 2022353$5.04B
Q1 2022367$6.06B
Q4 2021348$6.18B
Q3 2021329$6.05B
Q2 2021342$5.74B
Q1 2021305$5.78B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q2 2023.

Institutions holding SF in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
South State Corp.4,500$276.5K0.03%00.0%Unchanged
Meritage Portfolio Management4,572$281.0K0.02%−150−3.2%Reduced
Nisa Investment Advisors, LLC4,577$281.2K0.00%00.0%Unchanged
Fulton Bank, N.A.4,825$296.4K0.01%+885+22.5%Added
Aquatic Capital Management LLC4,900$301.0K0.01%+1,400+40.0%Added
Yorktown Management & Research Co Inc4,900$301.1K0.34%00.0%Unchanged
CWM Advisors, LLC4,980$306.0K0.04%−266−5.1%Reduced
Jump Financial, LLC5,018$308.3K0.01%−40,884−89.1%Reduced
Shelton Capital Management5,143$316.0K0.01%−149−2.8%Reduced
Versor Investments LP5,200$319.5K0.06%+5,200New
Radnor Capital Management, LLC5,537$340.0K0.07%+5,537New
Los Angeles Capital Management LLC5,564$341.9K0.00%−8,394−60.1%Reduced
Utah Retirement Systems5,600$344.1K0.00%00.0%Unchanged
Connable Office Inc5,631$346.0K0.05%00.0%Unchanged
ProShare Advisors LLC5,641$346.6K0.00%−559−9.0%Reduced
Allianz Asset Management GmbH5,665$348.1K0.00%+6+0.1%Added
Leuthold Group, LLC5,669$348.3K0.05%−87−1.5%Reduced
Integrated Investment Consultants, LLC5,784$355.4K0.13%−152−2.6%Reduced
Cetera Advisor Networks LLC5,793$355.9K0.00%+5,793New
Creative Planning5,873$360.8K0.00%+302+5.4%Added
Teza Capital Management LLC5,929$364.3K0.06%−15,527−72.4%Reduced
NJ State Employees Deferred Compensation Plan6,000$368.6K0.06%00.0%Unchanged
Moody Aldrich Partners LLC6,178$379.6K0.07%−137−2.2%Reduced
Oppenheimer & Co Inc6,210$381.5K0.01%−321−4.9%Reduced
Axq Capital, LP6,256$384.4K0.14%+6,256New
HighTower Advisors, LLC6,412$393.0K0.00%−1,381−17.7%Reduced
Y-Intercept (Hong Kong) Ltd6,418$394.3K0.04%−5,123−44.4%Reduced
BNP Paribas Arbitrage, SA6,565$403.4K0.00%−13,649−67.5%Reduced
Cornerstone Investment Partners, LLC6,599$405.4K0.03%+30.0%Added
Hillsdale Investment Management Inc.6,600$405.5K0.04%−1,000−13.2%Reduced
Crossmark Global Holdings, Inc.7,297$440.0K0.01%−494−6.3%Reduced
Shell Asset Management Co7,289$448.0K0.02%−125−1.7%Reduced
Intech Investment Management LLC7,440$457.1K0.01%+7,440New
Walleye Trading LLC7,446$457.5K0.01%−10,021−57.4%Reduced
Pitcairn Co7,518$461.9K0.04%+65+0.9%Added
Studio Investment Management LLC7,593$466.5K0.13%−14−0.2%Reduced
Deutsche Bank AG7,606$467.3K0.00%−49,545−86.7%Reduced
O'Shaughnessy Asset Management, LLC7,736$475.3K0.01%+1,578+25.6%Added
Maryland State Retirement & Pension System7,772$477.5K0.01%00.0%Unchanged
Vestcor Inc7,909$486.0K0.02%+7,909New
Point72 Asset Management, L.P.8,131$499.6K0.00%+7,793+2,305.6%Added
Snowden Capital Advisors LLC8,222$505.2K0.02%+4,494+120.5%Added
Detalus Advisors, LLC8,304$510.2K0.24%−600−6.7%Reduced
ExodusPoint Capital Management, LP8,574$527.0K0.01%−42,812−83.3%Reduced
Cresset Asset Management, LLC8,766$538.6K0.00%+2,965+51.1%Added
Pacer Advisors, Inc.8,768$538.7K0.00%−9,832−52.9%Reduced
Securian Asset Management, Inc8,846$543.5K0.02%−608−6.4%Reduced
Two Sigma Advisers, LP9,200$565.2K0.00%−211,438−95.8%Reduced
Mercer Global Advisors Inc9,266$569.0K0.00%+284+3.2%Added
Assetmark, Inc9,328$573.1K0.00%+8,520+1,054.5%Added
Tower Research Capital LLC (TRC)9,354$574.7K0.02%−5,491−37.0%Reduced
Moneta Group Investment Advisors LLC9,639$592.2K0.01%+251+2.7%Added
Inceptionr LLC9,639$592.2K0.34%+5,570+136.9%Added
JBF Capital, Inc.10,000$614.4K0.14%00.0%Unchanged
Keeley-Teton Advisors, LLC10,150$623.6K0.09%00.0%Unchanged
Coldstream Capital Management Inc10,181$625.5K0.02%−172−1.7%Reduced
Smith, Moore & Co.10,254$630.0K0.08%−347−3.3%Reduced
Neuberger Berman Group LLC10,525$646.7K0.00%+3,963+60.4%Added
SG Americas Securities, LLC11,886$730.0K0.01%−1,265−9.6%Reduced
Ontario Teachers Pension Plan Board11,991$736.7K0.01%+6,387+114.0%Added
Public Employees Retirement Association of Colorado12,310$756.0K0.00%−1,222−9.0%Reduced
AlphaQ Advisors LLC12,319$756.9K0.66%−11,985−49.3%Reduced
Pictet Asset Management Holding SA12,513$768.8K0.00%+12,513New
QRG Capital Management, Inc.12,540$770.4K0.01%+12,540New
Xponance, Inc.12,596$773.9K0.01%−211−1.6%Reduced
Tanaka Capital Management Inc12,796$786.0K2.25%00.0%Unchanged
Pathstone Family Office, LLC12,869$790.7K0.01%+4,238+49.1%Added
Brown Advisory Inc12,891$792.0K0.00%+157+1.2%Added
Parkside Financial Bank & Trust12,924$794.0K0.18%−5,931−31.5%Reduced
Empowered Funds, LLC13,074$803.3K0.02%+13,074New
First Hawaiian Bank13,446$826.1K0.03%−360−2.6%Reduced
National Asset Management, Inc.13,881$852.9K0.02%+13,881New
Cinctive Capital Management LP15,000$921.6K0.05%+15,000New
Handelsbanken Fonder AB15,532$954.0K0.01%00.0%Unchanged
Tributary Capital Management, LLC15,709$965.2K0.09%+4,571+41.0%Added
Zions Bancorporation, N.A.15,826$972.3K0.09%+1,371+9.5%Added
Mosaic Family Wealth Partners, LLC15,964$980.8K0.20%00.0%Unchanged
Citigroup Inc16,586$1.02M0.00%+3,892+30.7%Added
National Bank of Canada17,602$1.02M0.00%+17,602New
Engineers Gate Manager LP16,838$1.03M0.04%+4,468+36.1%Added
EFG Asset Management (North America) Corp.17,159$1.05M0.25%−1,377−7.4%Reduced
Park Avenue Securities LLC17,251$1.06M0.02%+29+0.2%Added
Russell Investments Group, Ltd.17,336$1.07M0.00%+6,812+64.7%Added
JustInvest LLC17,792$1.09M0.03%+875+5.2%Added
Voloridge Investment Management, LLC17,937$1.10M0.01%−26,498−59.6%Reduced
Envestnet Portfolio Solutions, Inc.18,121$1.11M0.01%+18,121New
KCS Wealth Advisory19,133$1.18M0.50%−3,911−17.0%Reduced
Van Eck Associates Corp19,393$1.19M0.00%+5,813+42.8%Added
Delphi Management Inc19,552$1.20M1.23%−1,639−7.7%Reduced
Dana Investment Advisors, Inc.20,087$1.23M0.06%−5,234−20.7%Reduced
Prescott Group Capital Management, L.L.C.20,326$1.25M0.28%00.0%Unchanged
Fifth Third Bancorp20,888$1.28M0.01%−373−1.8%Reduced
AMG National Trust Bank20,945$1.29M0.04%+20,945New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys21,151$1.30M0.01%−30,151−58.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)21,179$1.30M0.01%+3,790+21.8%Added
Quantum Private Wealth, LLC21,423$1.32M0.63%+17,901+508.3%Added
New Mexico Educational Retirement Board21,500$1.32M0.06%00.0%Unchanged
Quantinno Capital Management LP21,902$1.35M0.06%+4,489+25.8%Added
Commerce Bank22,099$1.36M0.01%−180−0.8%Reduced
Federation des caisses Desjardins du Quebec22,262$1.37M0.01%−3,186−12.5%Reduced