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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 147,143 | $9.04M | 0.06% | −12,906−8.1% | Reduced |
| Susquehanna International Group, LLP | 147,418 | $9.06M | 0.01% | −355−0.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 152,767 | $9.39M | 0.02% | +29,026+23.5% | Added |
| Interval Partners, LP | 152,956 | $9.40M | 0.39% | +104,951+218.6% | Added |
| Walleye Capital LLC | 167,507 | $10.3M | 0.15% | −55,877−25.0% | Reduced |
| New York State Teachers Retirement System | 168,585 | $10.4M | 0.03% | −4,014−2.3% | Reduced |
| UBS Asset Management Americas Inc | 180,019 | $11.1M | 0.00% | +483+0.3% | Added |
| American Century Companies Inc | 186,818 | $11.5M | 0.01% | +1,294+0.7% | Added |
| California Public Employees Retirement System | 202,690 | $12.5M | 0.01% | −2,583−1.3% | Reduced |
| Loomis Sayles & Co L P | 204,545 | $12.6M | 0.02% | −4,168−2.0% | Reduced |
| Assenagon Asset Management S.A. | 216,850 | $13.3M | 0.05% | +178,412+464.2% | Added |
| Lazard Asset Management LLC | 220,824 | $13.6M | 0.02% | +220,824 | New |
| SEI Investments Co | 221,850 | $13.6M | 0.02% | +15,467+7.5% | Added |
| Glenmede Trust Co NA | 221,853 | $13.6M | 0.08% | −20,583−8.5% | Reduced |
| Legal & General Group Plc | 229,709 | $14.1M | 0.00% | −2,845−1.2% | Reduced |
| Swiss National Bank | 233,313 | $14.3M | 0.01% | +1,000+0.4% | Added |
| Peregrine Capital Management LLC | 234,025 | $14.4M | 0.43% | −14,404−5.8% | Reduced |
| North Reef Capital Management LP | 240,000 | $14.7M | 0.93% | +162,980+211.6% | Added |
| State of Wisconsin Investment Board | 242,936 | $14.9M | 0.05% | −14,593−5.7% | Reduced |
| Squarepoint Ops LLC | 256,037 | $15.7M | 0.08% | +147,180+135.2% | Added |
| JPMorgan Chase & Co | 278,939 | $17.1M | 0.00% | −30,866−10.0% | Reduced |
| Retirement Systems of Alabama | 284,403 | $17.5M | 0.08% | −6,354−2.2% | Reduced |
| Marshall Wace, LLP | 296,900 | $18.2M | 0.04% | −592,515−66.6% | Reduced |
| Wells Fargo & Company | 318,706 | $19.6M | 0.01% | +44,187+16.1% | Added |
| Rhumbline Advisers | 343,523 | $21.1M | 0.02% | +23,080+7.2% | Added |
| Diamond Hill Capital Management Inc | 395,097 | $24.3M | 0.12% | −16,167−3.9% | Reduced |
| Systematic Financial Management LP | 403,712 | $24.8M | 0.80% | −9,944−2.4% | Reduced |
| Fiera Capital Corp | 464,833 | $28.6M | 0.09% | +464,833 | New |
| First Trust Advisors LP | 467,013 | $28.7M | 0.03% | +17,029+3.8% | Added |
| Wellington Management Group LLP | 484,045 | $29.7M | 0.01% | −9,457−1.9% | Reduced |
| Envestnet Asset Management Inc | 492,447 | $30.3M | 0.01% | +228,775+86.8% | Added |
| Nuveen Asset Management, LLC | 500,627 | $30.8M | 0.01% | +5,273+1.1% | Added |
| Ameriprise Financial Inc | 503,107 | $30.9M | 0.01% | −10,862−2.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 586,229 | $36.0M | 0.14% | 00.0% | Unchanged |
| AQR Capital Management LLC | 589,823 | $36.2M | 0.07% | −67,135−10.2% | Reduced |
| Victory Capital Management Inc | 655,773 | $40.3M | 0.05% | −21,628−3.2% | Reduced |
| New York State Common Retirement Fund | 670,500 | $41.2M | 0.06% | +114,727+20.6% | Added |
| Kennedy Capital Management, Inc. | 763,565 | $46.9M | 1.14% | +8,370+1.1% | Added |
| Bank of America Corp | 906,452 | $55.7M | 0.01% | +58,567+6.9% | Added |
| Invesco Ltd. | 978,480 | $60.1M | 0.02% | +65,224+7.1% | Added |
| Channing Capital Management, LLC | 992,163 | $61.0M | 2.01% | +46,902+5.0% | Added |
| Northern Trust Corp | 1,036,991 | $63.7M | 0.01% | −19,086−1.8% | Reduced |
| Goldman Sachs Group Inc | 1,084,951 | $66.7M | 0.02% | +408,817+60.5% | Added |
| Norges Bank | 1,104,369 | $67.9M | 0.01% | +12,559+1.2% | Added |
| Principal Financial Group Inc | 1,183,721 | $72.7M | 0.05% | +518,163+77.9% | Added |
| Charles Schwab Investment Management Inc | 1,201,432 | $73.8M | 0.02% | +38,575+3.3% | Added |
| Bank of New York Mellon Corp | 1,204,477 | $74.0M | 0.02% | −53,349−4.2% | Reduced |
| GW&K Investment Management, LLC | 1,399,044 | $86.0M | 0.86% | −17,384−1.2% | Reduced |
| Geode Capital Management, LLC | 1,558,197 | $95.8M | 0.01% | +18,834+1.2% | Added |
| Silvercrest Asset Management Group LLC | 1,563,797 | $96.1M | 0.73% | −57,352−3.5% | Reduced |
| Millennium Management LLC | 1,616,680 | $99.3M | 0.10% | −7,666−0.5% | Reduced |
| Fisher Asset Management, LLC | 1,638,484 | $100.7M | 0.06% | −46,828−2.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,656,489 | $101.8M | 0.59% | −6,194−0.4% | Reduced |
| LSV Asset Management | 1,924,800 | $118.3M | 0.28% | −56,400−2.8% | Reduced |
| Dimensional Fund Advisors LP | 2,114,777 | $129.9M | 0.04% | +143,332+7.3% | Added |
| Macquarie Group Ltd | 2,208,369 | $135.7M | 0.17% | −97,450−4.2% | Reduced |
| FMR LLC | 2,220,791 | $136.4M | 0.01% | +1,448,068+187.4% | Added |
| Stifel Financial Corp | 2,357,885 | $144.9M | 0.20% | −70,562−2.9% | Reduced |
| Alliancebernstein L.P. | 2,611,639 | $160.5M | 0.07% | −89,452−3.3% | Reduced |
| Earnest Partners LLC | 2,802,275 | $172.2M | 0.99% | +8,198+0.3% | Added |
| State Street Corp | 3,028,424 | $186.1M | 0.01% | +35,771+1.2% | Added |
| Morgan Stanley | 3,035,273 | $186.5M | 0.02% | +530,520+21.2% | Added |
| Capital Research Global Investors | 6,093,910 | $374.4M | 0.10% | +2,1790.0% | Added |
| BlackRock Inc. | 9,225,312 | $566.8M | 0.02% | −770,800−7.7% | Reduced |
| Vanguard Group Inc | 10,312,503 | $633.6M | 0.02% | −167,783−1.6% | Reduced |
| Quilter Plc | 687 | – | – | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −726,001−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −252,697−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −112,923−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −86,983−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −62,720−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −57,692−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −49,779−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −39,335−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −36,390−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −35,251−100.0% | Sold out |
| Greenwich Wealth Management LLC | 0 | $0 | 0.00% | −22,750−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −21,468−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −18,393−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −16,402−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −14,388−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −14,131−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −13,026−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,855−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −8,848−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −8,449−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −7,721−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −7,701−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −7,328−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −7,004−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −6,808−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,679−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −5,384−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,952−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −4,176−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −4,042−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −3,985−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,667−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −2,191−100.0% | Sold out |