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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

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
Steward Partners Investment Advisory, LLC22,396$1.38M0.02%+123+0.6%Added
Point72 Middle East FZE22,616$1.39M0.08%−1,374−5.7%Reduced
Northwestern Mutual Investment Management Company, LLC23,165$1.42M0.04%−421−1.8%Reduced
Aviva PLC24,699$1.52M0.01%+24,699New
State of Michigan Retirement System24,987$1.54M0.01%−1,200−4.6%Reduced
The PNC Financial Services Group, Inc.26,215$1.61M0.00%−1,523−5.5%Reduced
UBS Group AG26,524$1.63M0.00%−63,714−70.6%Reduced
Dark Forest Capital Management LP28,856$1.77M0.15%+7,973+38.2%Added
Oregon Public Employees Retirement Fund29,344$1.80M0.02%−1,300−4.2%Reduced
Illinois Municipal Retirement Fund29,437$1.81M0.03%00.0%Unchanged
Louisiana State Employees Retirement System29,600$1.82M0.04%−1,400−4.5%Reduced
Maltese Capital Management LLC30,000$1.84M0.70%−21,400−41.6%Reduced
Arizona State Retirement System30,219$1.86M0.02%+249+0.8%Added
Axiom Investors LLC30,650$1.88M0.03%+11,195+57.5%Added
Canada Pension Plan Investment Board31,000$1.90M0.00%−23,000−42.6%Reduced
MML Investors Services, LLC31,304$1.92M0.01%+1,754+5.9%Added
Ensign Peak Advisors, Inc31,372$1.93M0.00%00.0%Unchanged
Sit Investment Associates Inc31,725$1.95M0.05%−350−1.1%Reduced
Captrust Financial Advisors31,996$1.97M0.01%+26,952+534.3%Added
Mariner, LLC33,623$2.07M0.01%+18,070+116.2%Added
Regions Financial Corp33,728$2.07M0.02%−392−1.1%Reduced
Dynamic Technology Lab Private Ltd35,426$2.18M0.22%−17,080−32.5%Reduced
Teacher Retirement System of Texas35,646$2.19M0.01%−957−2.6%Reduced
First National Bank of Omaha36,395$2.24M0.15%+1,956+5.7%Added
Schonfeld Strategic Advisors LLC36,537$2.24M0.02%−92,672−71.7%Reduced
State of Alaska, Department of Revenue37,182$2.28M0.03%−740−2.0%Reduced
Martingale Asset Management L P37,223$2.29M0.05%+7,095+23.5%Added
Bridgewater Associates, LP37,378$2.30M0.01%+37,378New
HSBC Holdings PLC37,474$2.30M0.00%−8,789−19.0%Reduced
Boston Partners37,566$2.31M0.00%−5,451−12.7%Reduced
LPL Financial LLC38,551$2.35M0.00%+4,781+14.2%Added
Prudential Financial Inc38,483$2.36M0.00%−39,876−50.9%Reduced
First Republic Investment Management, Inc.38,611$2.37M0.01%+7,357+23.5%Added
Ameritas Investment Partners, Inc.38,725$2.38M0.10%−3,079−7.4%Reduced
Knights of Columbus Asset Advisors LLC39,177$2.41M0.22%−539−1.4%Reduced
Advisor Group Holdings, Inc.39,316$2.42M0.00%+12,290+45.5%Added
Alaska Permanent Fund Corp39,700$2.44M0.05%00.0%Unchanged
Public Sector Pension Investment Board40,000$2.46M0.02%00.0%Unchanged
Public Employees Retirement System of Ohio42,873$2.63M0.01%−4,564−9.6%Reduced
Stanley-Laman Group, Ltd.42,874$2.63M0.45%+42,874New
Twinbeech Capital LP43,302$2.66M0.05%+17,440+67.4%Added
Thrivent Financial for Lutherans43,700$2.69M0.01%−1,241−2.8%Reduced
Crestline Management, LP45,000$2.76M0.33%+45,000New
Treasurer of the State of North Carolina46,507$2.86M0.02%+235+0.5%Added
1492 Capital Management LLC46,586$2.86M1.84%+31,715+213.3%Added
Price T Rowe Associates Inc48,078$2.95M0.00%+1,639+3.5%Added
Gsa Capital Partners LLP48,293$2.97M0.25%+42,565+743.1%Added
Yousif Capital Management, LLC48,441$2.98M0.04%−3,545−6.8%Reduced
D. E. Shaw & Co., Inc.48,474$2.98M0.00%−47,869−49.7%Reduced
Brandywine Oak Private Wealth LLC49,365$3.03M0.36%00.0%Unchanged
Comerica Bank49,692$3.05M0.02%+4,624+10.3%Added
Brinker Capital Investments, LLC50,912$3.13M0.04%+19,756+63.4%Added
Orion Portfolio Solutions, LLC50,912$3.13M0.04%+19,756+63.4%Added
US Bancorp51,228$3.15M0.01%+3,607+7.6%Added
Janus Henderson Group PLC51,410$3.16M0.00%−80.0%Reduced
Federated Hermes, Inc.52,012$3.20M0.01%+36,575+236.9%Added
Brandywine Global Investment Management, LLC54,708$3.36M0.03%+13,636+33.2%Added
RMB Capital Management, LLC54,784$3.37M0.12%+801+1.5%Added
State of New Jersey Common Pension Fund D54,964$3.38M0.01%00.0%Unchanged
Wesbanco Bank Inc58,728$3.61M0.16%00.0%Unchanged
Voya Investment Management LLC59,067$3.63M0.00%+734+1.3%Added
MetLife Investment Management59,823$3.68M0.03%−3,710−5.8%Reduced
HRT Financial LP60,280$3.70M0.04%+60,280New
Truist Financial Corp60,706$3.73M0.01%+13,204+27.8%Added
Smith, Graham & Co., Investment Advisors, LP60,989$3.75M0.47%−522−0.8%Reduced
Natixis Advisors, L.P.63,024$3.87M0.01%+6,274+11.1%Added
Trillium Asset Management, LLC63,743$3.92M0.12%+9,373+17.2%Added
NFJ Investment Group, LLC64,148$3.94M0.11%−10.0%Reduced
Man Group plc–$4.02M0.01%––
Bank of Montreal60,979$4.04M0.00%−289,000−82.6%Reduced
Pinebridge Investments, L.P.65,989$4.05M0.04%+26,044+65.2%Added
Weiss Multi-Strategy Advisers LLC67,171$4.13M0.10%+42,835+176.0%Added
Amalgamated Bank68,734$4.22M0.04%+280.0%Added
Barclays PLC68,838$4.23M0.00%−14,552−17.5%Reduced
Qube Research & Technologies Ltd70,440$4.33M0.01%−211,244−75.0%Reduced
Algert Global LLC74,700$4.59M0.22%−7,070−8.6%Reduced
Teachers Retirement System of the State of Kentucky79,342$4.88M0.05%+17,526+28.4%Added
Royal Bank of Canada79,980$4.91M0.00%+25,362+46.4%Added
Schroder Investment Management Group85,127$5.23M0.01%−136,716−61.6%Reduced
Cubist Systematic Strategies, LLC85,854$5.27M0.07%−115,984−57.5%Reduced
Great West Life Assurance Co88,016$5.41M0.01%+3,336+3.9%Added
Texas Permanent School Fund88,708$5.45M0.05%−4,739−5.1%Reduced
Manufacturers Life Insurance Company, The89,220$5.48M0.00%+9,860+12.4%Added
Great Lakes Advisors, LLC93,036$5.72M0.05%−5,807−5.9%Reduced
STRS Ohio93,395$5.74M0.03%−1,348−1.4%Reduced
Oppenheimer Asset Management Inc.94,596$5.81M0.09%+34,322+56.9%Added
Citadel Advisors LLC100,109$6.15M0.01%−151,122−60.2%Reduced
Renaissance Technologies LLC101,715$6.25M0.01%−62,800−38.2%Reduced
EULAV Asset Management104,461$6.42M0.23%+390.0%Added
Jane Street Group, LLC106,877$6.57M0.01%+56,764+113.3%Added
Mutual of America Capital Management LLC110,723$6.80M0.08%−8,168−6.9%Reduced
Panagora Asset Management Inc114,234$7.02M0.04%+3,668+3.3%Added
Raymond James & Associates115,376$7.09M0.01%+11,303+10.9%Added
California State Teachers Retirement System116,701$7.17M0.01%−11,636−9.1%Reduced
Crestwood Advisors Group LLC117,699$7.23M0.19%+117,699New
Agf Management Ltd119,155$7.32M0.05%+400.0%Added
State Board of Administration of Florida Retirement System128,189$7.88M0.02%+160+0.1%Added
Poplar Forest Capital LLC135,290$8.31M0.96%+135,290New
Guggenheim Capital LLC140,451$8.63M0.07%−108−0.1%Reduced
Credit Suisse AG142,030$8.73M0.01%−644−0.5%Reduced