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 |
|---|---|---|---|---|---|
| Altshuler Shaham Ltd | 915 | $56.2K | 0.00% | −585−39.0% | Reduced |
| Signaturefd, LLC | 796 | $48.9K | 0.00% | +21+2.7% | Added |
| Nomura Asset Management Co Ltd | 730 | $44.9K | 0.00% | +206+39.3% | Added |
| Huntington National Bank | 727 | $44.7K | 0.00% | −276−27.5% | Reduced |
| Umb Bank N A | 684 | $42.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 640 | $39.3K | 0.00% | +316+97.5% | Added |
| Front Row Advisors LLC | 611 | $37.5K | 0.02% | +17+2.9% | Added |
| Proequities, Inc. | 580 | $35.6K | 0.00% | +15+2.7% | Added |
| FinTrust Capital Advisors, LLC | 494 | $30.4K | 0.01% | +494 | New |
| Salem Investment Counselors Inc | 450 | $27.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 415 | $25.5K | 0.00% | +40+10.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 375 | $23.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 336 | $20.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 349 | $20.5K | 0.00% | +39+12.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 321 | $20.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 319 | $19.6K | 0.00% | +234+275.3% | Added |
| NBC Securities, Inc. | 322 | $19.0K | 0.00% | +322 | New |
| Covestor Ltd | 296 | $18.0K | 0.01% | −345−53.8% | Reduced |
| Quent Capital, LLC | 246 | $15.1K | 0.00% | +122+98.4% | Added |
| Riverview Trust Co | 225 | $13.8K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 198 | $12.2K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 185 | $11.4K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 174 | $10.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 165 | $10.1K | 0.00% | −22−11.8% | Reduced |
| Bessemer Group Inc | 164 | $10.0K | 0.00% | +1+0.6% | Added |
| Allworth Financial LP | 162 | $9.95K | 0.00% | +23+16.5% | Added |
| Central Trust Co | 149 | $9.15K | 0.00% | +149 | New |
| Creative Financial Designs Inc | 125 | $7.68K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 121 | $7.43K | 0.00% | +43+55.1% | Added |
| Steward Financial Group LLC | 116 | $7.00K | 0.00% | +116 | New |
| Private Trust Co NA | 104 | $6.39K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 104 | $6.39K | 0.00% | +28+36.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 100 | $6.14K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 98 | $6.02K | 0.00% | +11+12.6% | Added |
| Baker Avenue Asset Management, LP | 86 | $5.28K | 0.00% | +86 | New |
| Cary Street Partner Investment Advisory LLC | 80 | $4.92K | 0.00% | +10+14.3% | Added |
| Whittier Trust Co of Nevada Inc | 76 | $4.67K | 0.00% | +29+61.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 61 | $3.75K | 0.00% | +61 | New |
| Venturi Wealth Management, LLC | 57 | $3.50K | 0.00% | +57 | New |
| Pathway Financial Advisers, LLC | 54 | $3.34K | 0.00% | +54 | New |
| LGT Financial Advisors LLC | 52 | $3.19K | 0.00% | +52 | New |
| Cullen/Frost Bankers, Inc. | 48 | $2.95K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 46 | $2.83K | 0.00% | −2−4.2% | Reduced |
| Carolinas Wealth Consulting LLC | 43 | $2.45K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $1.97K | 0.00% | +20+166.7% | Added |
| SRS Capital Advisors, Inc. | 30 | $1.82K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $1.78K | 0.00% | +7+31.8% | Added |
| Prestige Wealth Management Group LLC | 28 | $1.72K | 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 |
| 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 |
| Washington Trust Co | 23 | $1.41K | 0.00% | −3−11.5% | Reduced |
| Gradient Investments LLC | 21 | $1.29K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 19 | $1.17K | 0.00% | +10+111.1% | Added |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | +20 | New |
| Versant Capital Management, Inc | 16 | $983 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $860 | 0.00% | +14 | New |
| Glassman Wealth Services | 13 | $799 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7 | $430 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $358 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 4 | $228 | 0.00% | +4 | New |
| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| 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 |