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 |
|---|---|---|---|---|---|
| Xponance, Inc. | 12,596 | $773.9K | 0.01% | −211−1.6% | Reduced |
| QRG Capital Management, Inc. | 12,540 | $770.4K | 0.01% | +12,540 | New |
| Pictet Asset Management Holding SA | 12,513 | $768.8K | 0.00% | +12,513 | New |
| AlphaQ Advisors LLC | 12,319 | $756.9K | 0.66% | −11,985−49.3% | Reduced |
| Public Employees Retirement Association of Colorado | 12,310 | $756.0K | 0.00% | −1,222−9.0% | Reduced |
| Ontario Teachers Pension Plan Board | 11,991 | $736.7K | 0.01% | +6,387+114.0% | Added |
| SG Americas Securities, LLC | 11,886 | $730.0K | 0.01% | −1,265−9.6% | Reduced |
| Neuberger Berman Group LLC | 10,525 | $646.7K | 0.00% | +3,963+60.4% | Added |
| Smith, Moore & Co. | 10,254 | $630.0K | 0.08% | −347−3.3% | Reduced |
| Coldstream Capital Management Inc | 10,181 | $625.5K | 0.02% | −172−1.7% | Reduced |
| Keeley-Teton Advisors, LLC | 10,150 | $623.6K | 0.09% | 00.0% | Unchanged |
| JBF Capital, Inc. | 10,000 | $614.4K | 0.14% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 9,639 | $592.2K | 0.01% | +251+2.7% | Added |
| Inceptionr LLC | 9,639 | $592.2K | 0.34% | +5,570+136.9% | Added |
| Tower Research Capital LLC (TRC) | 9,354 | $574.7K | 0.02% | −5,491−37.0% | Reduced |
| Assetmark, Inc | 9,328 | $573.1K | 0.00% | +8,520+1,054.5% | Added |
| Mercer Global Advisors Inc | 9,266 | $569.0K | 0.00% | +284+3.2% | Added |
| Two Sigma Advisers, LP | 9,200 | $565.2K | 0.00% | −211,438−95.8% | Reduced |
| Securian Asset Management, Inc | 8,846 | $543.5K | 0.02% | −608−6.4% | Reduced |
| Pacer Advisors, Inc. | 8,768 | $538.7K | 0.00% | −9,832−52.9% | Reduced |
| Cresset Asset Management, LLC | 8,766 | $538.6K | 0.00% | +2,965+51.1% | Added |
| ExodusPoint Capital Management, LP | 8,574 | $527.0K | 0.01% | −42,812−83.3% | Reduced |
| Detalus Advisors, LLC | 8,304 | $510.2K | 0.24% | −600−6.7% | Reduced |
| Snowden Capital Advisors LLC | 8,222 | $505.2K | 0.02% | +4,494+120.5% | Added |
| Point72 Asset Management, L.P. | 8,131 | $499.6K | 0.00% | +7,793+2,305.6% | Added |
| Vestcor Inc | 7,909 | $486.0K | 0.02% | +7,909 | New |
| Maryland State Retirement & Pension System | 7,772 | $477.5K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 7,736 | $475.3K | 0.01% | +1,578+25.6% | Added |
| Deutsche Bank AG | 7,606 | $467.3K | 0.00% | −49,545−86.7% | Reduced |
| Studio Investment Management LLC | 7,593 | $466.5K | 0.13% | −14−0.2% | Reduced |
| Pitcairn Co | 7,518 | $461.9K | 0.04% | +65+0.9% | Added |
| Walleye Trading LLC | 7,446 | $457.5K | 0.01% | −10,021−57.4% | Reduced |
| Intech Investment Management LLC | 7,440 | $457.1K | 0.01% | +7,440 | New |
| Shell Asset Management Co | 7,289 | $448.0K | 0.02% | −125−1.7% | Reduced |
| Crossmark Global Holdings, Inc. | 7,297 | $440.0K | 0.01% | −494−6.3% | Reduced |
| Hillsdale Investment Management Inc. | 6,600 | $405.5K | 0.04% | −1,000−13.2% | Reduced |
| Cornerstone Investment Partners, LLC | 6,599 | $405.4K | 0.03% | +30.0% | Added |
| BNP Paribas Arbitrage, SA | 6,565 | $403.4K | 0.00% | −13,649−67.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,418 | $394.3K | 0.04% | −5,123−44.4% | Reduced |
| HighTower Advisors, LLC | 6,412 | $393.0K | 0.00% | −1,381−17.7% | Reduced |
| Axq Capital, LP | 6,256 | $384.4K | 0.14% | +6,256 | New |
| Oppenheimer & Co Inc | 6,210 | $381.5K | 0.01% | −321−4.9% | Reduced |
| Moody Aldrich Partners LLC | 6,178 | $379.6K | 0.07% | −137−2.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 6,000 | $368.6K | 0.06% | 00.0% | Unchanged |
| Teza Capital Management LLC | 5,929 | $364.3K | 0.06% | −15,527−72.4% | Reduced |
| Creative Planning | 5,873 | $360.8K | 0.00% | +302+5.4% | Added |
| Cetera Advisor Networks LLC | 5,793 | $355.9K | 0.00% | +5,793 | New |
| Integrated Investment Consultants, LLC | 5,784 | $355.4K | 0.13% | −152−2.6% | Reduced |
| Leuthold Group, LLC | 5,669 | $348.3K | 0.05% | −87−1.5% | Reduced |
| Allianz Asset Management GmbH | 5,665 | $348.1K | 0.00% | +6+0.1% | Added |
| ProShare Advisors LLC | 5,641 | $346.6K | 0.00% | −559−9.0% | Reduced |
| Connable Office Inc | 5,631 | $346.0K | 0.05% | 00.0% | Unchanged |
| Utah Retirement Systems | 5,600 | $344.1K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 5,564 | $341.9K | 0.00% | −8,394−60.1% | Reduced |
| Radnor Capital Management, LLC | 5,537 | $340.0K | 0.07% | +5,537 | New |
| Versor Investments LP | 5,200 | $319.5K | 0.06% | +5,200 | New |
| Shelton Capital Management | 5,143 | $316.0K | 0.01% | −149−2.8% | Reduced |
| Jump Financial, LLC | 5,018 | $308.3K | 0.01% | −40,884−89.1% | Reduced |
| CWM Advisors, LLC | 4,980 | $306.0K | 0.04% | −266−5.1% | Reduced |
| Yorktown Management & Research Co Inc | 4,900 | $301.1K | 0.34% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 4,900 | $301.0K | 0.01% | +1,400+40.0% | Added |
| Fulton Bank, N.A. | 4,825 | $296.4K | 0.01% | +885+22.5% | Added |
| Nisa Investment Advisors, LLC | 4,577 | $281.2K | 0.00% | 00.0% | Unchanged |
| Meritage Portfolio Management | 4,572 | $281.0K | 0.02% | −150−3.2% | Reduced |
| South State Corp. | 4,500 | $276.5K | 0.03% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 4,235 | $260.2K | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,230 | $259.9K | 0.00% | −4,254−50.1% | Reduced |
| AIA Group Ltd | 4,211 | $258.7K | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 4,200 | $258.0K | 0.00% | −2,800−40.0% | Reduced |
| Stratos Wealth Partners, LTD. | 4,054 | $249.1K | 0.01% | +17+0.4% | Added |
| Aigen Investment Management, LP | 4,048 | $248.7K | 0.05% | −4,601−53.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,029 | $247.5K | 0.01% | −3,273−44.8% | Reduced |
| Freestone Capital Holdings, LLC | 4,000 | $245.8K | 0.01% | 00.0% | Unchanged |
| Covenant Partners, LLC | 3,977 | $244.3K | 0.09% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 3,909 | $240.2K | 0.00% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 3,800 | $233.5K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 3,691 | $227.0K | 0.00% | +12+0.3% | Added |
| CIBC Private Wealth Group, LLC | 3,693 | $226.9K | 0.00% | +3,693 | New |
| Prelude Capital Management, LLC | 3,613 | $222.0K | 0.02% | +3,613 | New |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $212.0K | 0.05% | 00.0% | Unchanged |
| First National Advisers, LLC | 3,407 | $209.3K | 0.09% | +3,407 | New |
| TD Private Client Wealth LLC | 3,401 | $209.0K | 0.01% | −123−3.5% | Reduced |
| Simplex Trading, LLC | 3,337 | $205.0K | 0.01% | +3,337 | New |
| Kestra Advisory Services, LLC | 3,304 | $203.0K | 0.00% | +3,304 | New |
| Parallel Advisors, LLC | 2,631 | $161.6K | 0.01% | +14+0.5% | Added |
| Country Trust Bank | 2,250 | $138.2K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 2,216 | $136.2K | 0.02% | +350+18.8% | Added |
| Ci Investments Inc. | 2,044 | $126.0K | 0.00% | +34+1.7% | Added |
| IFP Advisors, Inc | 1,994 | $122.5K | 0.01% | +1,701+580.5% | Added |
| Impact Partnership Wealth, LLC | 1,911 | $117.4K | 0.04% | +1,911 | New |
| Ronald Blue Trust, Inc. | 1,933 | $115.0K | 0.00% | +1,190+160.2% | Added |
| Quadrant Capital Group LLC | 1,854 | $113.9K | 0.01% | +498+36.7% | Added |
| KBC Group NV | 1,764 | $108.0K | 0.00% | +1,764 | New |
| Park Place Capital Corp | 1,533 | $94.2K | 0.03% | −11−0.7% | Reduced |
| Cutler Group LP | 1,401 | $86.0K | 0.01% | +1,401 | New |
| Stonebridge Capital Advisors LLC | 1,380 | $84.8K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,359 | $83.5K | 0.07% | 00.0% | Unchanged |
| State of Wyoming | 1,349 | $82.9K | 0.02% | +441+48.6% | Added |
| Larson Financial Group LLC | 1,195 | $73.4K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,178 | $72.0K | 0.01% | 00.0% | Unchanged |