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, Q4 2023
Institutional positions in Stifel Financial Corp as of Dec 31, 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
- 378
- +18 vs. Q3 2023
- Shares held
- 84.4M
- −2.22M (−2.6%) vs. Q3 2023
- Total value
- $5.83B
- +$510.3M (+9.6%) vs. Q3 2023
- New holders
- 59
- 100 more added
- Sold out
- 41
- 168 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,070,350 | $696.4M | 0.02% | −242,153−2.3% | Reduced |
| BlackRock Inc. | 9,010,689 | $623.1M | 0.02% | −214,623−2.3% | Reduced |
| Capital Research Global Investors | 6,094,715 | $421.4M | 0.10% | +8050.0% | Added |
| State Street Corp | 3,024,834 | $209.2M | 0.01% | −3,590−0.1% | Reduced |
| Earnest Partners LLC | 2,740,163 | $189.5M | 0.95% | −62,112−2.2% | Reduced |
| Millennium Management LLC | 2,625,055 | $181.5M | 0.17% | +1,008,375+62.4% | Added |
| FMR LLC | 2,599,282 | $179.7M | 0.01% | +378,491+17.0% | Added |
| Morgan Stanley | 2,555,187 | $176.7M | 0.02% | −480,086−15.8% | Reduced |
| Stifel Financial Corp | 2,282,605 | $157.8M | 0.20% | −75,280−3.2% | Reduced |
| Alliancebernstein L.P. | 2,271,796 | $157.1M | 0.06% | −339,843−13.0% | Reduced |
| Macquarie Group Ltd | 2,104,572 | $145.5M | 0.17% | −103,797−4.7% | Reduced |
| Dimensional Fund Advisors LP | 2,079,385 | $143.8M | 0.04% | −35,392−1.7% | Reduced |
| LSV Asset Management | 1,742,700 | $120.5M | 0.26% | −182,100−9.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,657,637 | $114.6M | 0.58% | +1,148+0.1% | Added |
| Geode Capital Management, LLC | 1,567,020 | $108.4M | 0.01% | +8,823+0.6% | Added |
| Silvercrest Asset Management Group LLC | 1,534,286 | $106.1M | 0.75% | −29,511−1.9% | Reduced |
| Fisher Asset Management, LLC | 1,404,748 | $97.1M | 0.05% | −233,736−14.3% | Reduced |
| GW&K Investment Management, LLC | 1,328,922 | $91.9M | 0.86% | −70,122−5.0% | Reduced |
| Bank of New York Mellon Corp | 1,228,358 | $84.9M | 0.02% | +23,881+2.0% | Added |
| Norges Bank | 1,220,080 | $84.4M | 0.01% | +115,711+10.5% | Added |
| Charles Schwab Investment Management Inc | 1,208,077 | $83.5M | 0.02% | +6,645+0.6% | Added |
| Principal Financial Group Inc | 1,181,212 | $81.7M | 0.05% | −2,509−0.2% | Reduced |
| Channing Capital Management, LLC | 1,128,947 | $78.1M | 2.30% | +136,784+13.8% | Added |
| Northern Trust Corp | 1,024,132 | $70.8M | 0.01% | −12,859−1.2% | Reduced |
| Invesco Ltd. | 999,885 | $69.1M | 0.02% | +21,405+2.2% | Added |
| Goldman Sachs Group Inc | 906,224 | $62.7M | 0.01% | −178,727−16.5% | Reduced |
| Bank of America Corp | 897,719 | $62.1M | 0.01% | −8,733−1.0% | Reduced |
| Kennedy Capital Management, Inc. | 734,801 | $50.8M | 1.11% | −28,764−3.8% | Reduced |
| New York State Common Retirement Fund | 690,928 | $47.8M | 0.07% | +20,428+3.0% | Added |
| Victory Capital Management Inc | 655,898 | $45.4M | 0.05% | +1250.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 548,899 | $38.0M | 0.14% | −37,330−6.4% | Reduced |
| First Trust Advisors LP | 525,026 | $36.3M | 0.04% | +58,013+12.4% | Added |
| Nuveen Asset Management, LLC | 508,868 | $35.2M | 0.01% | +8,241+1.6% | Added |
| Envestnet Asset Management Inc | 490,298 | $33.9M | 0.01% | −2,149−0.4% | Reduced |
| Wellington Management Group LLP | 479,718 | $33.2M | 0.01% | −4,327−0.9% | Reduced |
| Fiera Capital Corp | 461,210 | $31.9M | 0.10% | −3,623−0.8% | Reduced |
| AQR Capital Management LLC | 455,282 | $31.5M | 0.06% | −134,541−22.8% | Reduced |
| Systematic Financial Management LP | 400,094 | $27.7M | 0.82% | −3,618−0.9% | Reduced |
| Ameriprise Financial Inc | 387,750 | $26.8M | 0.01% | −115,357−22.9% | Reduced |
| Diamond Hill Capital Management Inc | 385,175 | $26.6M | 0.12% | −9,922−2.5% | Reduced |
| Rhumbline Advisers | 325,798 | $22.5M | 0.02% | −17,725−5.2% | Reduced |
| Wells Fargo & Company | 311,261 | $21.5M | 0.01% | −7,445−2.3% | Reduced |
| Retirement Systems of Alabama | 298,131 | $20.6M | 0.09% | +13,728+4.8% | Added |
| North Reef Capital Management LP | 285,509 | $19.7M | 1.15% | +45,509+19.0% | Added |
| Lazard Asset Management LLC | 269,809 | $18.7M | 0.02% | +48,985+22.2% | Added |
| State of Wisconsin Investment Board | 268,889 | $18.6M | 0.05% | +25,953+10.7% | Added |
| Legal & General Group Plc | 220,632 | $15.3M | 0.00% | −9,077−4.0% | Reduced |
| SEI Investments Co | 220,356 | $15.2M | 0.02% | −1,494−0.7% | Reduced |
| Glenmede Trust Co NA | 215,782 | $14.9M | 0.08% | −6,071−2.7% | Reduced |
| JPMorgan Chase & Co | 206,783 | $14.3M | 0.00% | −72,156−25.9% | Reduced |
| Swiss National Bank | 206,713 | $14.3M | 0.01% | −26,600−11.4% | Reduced |
| California Public Employees Retirement System | 202,391 | $14.0M | 0.01% | −299−0.1% | Reduced |
| Peregrine Capital Management LLC | 200,117 | $13.8M | 0.42% | −33,908−14.5% | Reduced |
| Loomis Sayles & Co L P | 185,483 | $12.8M | 0.02% | −19,062−9.3% | Reduced |
| American Century Companies Inc | 185,103 | $12.8M | 0.01% | −1,715−0.9% | Reduced |
| UBS Asset Management Americas Inc | 182,768 | $12.6M | 0.00% | +2,749+1.5% | Added |
| Walleye Capital LLC | 181,006 | $12.5M | 0.18% | +13,499+8.1% | Added |
| New York State Teachers Retirement System | 165,260 | $11.4M | 0.03% | −3,325−2.0% | Reduced |
| Squarepoint Ops LLC | 153,090 | $10.6M | 0.04% | −102,947−40.2% | Reduced |
| Credit Suisse AG | 149,939 | $10.4M | 0.01% | +7,909+5.6% | Added |
| Access Investment Management LLC | 142,302 | $9.84M | 3.67% | +142,302 | New |
| Guggenheim Capital LLC | 140,363 | $9.71M | 0.07% | −88−0.1% | Reduced |
| American International Group, Inc. | 137,751 | $9.53M | 0.04% | −9,392−6.4% | Reduced |
| State Board of Administration of Florida Retirement System | 128,275 | $8.87M | 0.02% | +86+0.1% | Added |
| Interval Partners, LP | 121,181 | $8.38M | 0.36% | −31,775−20.8% | Reduced |
| Crestwood Advisors Group LLC | 118,937 | $8.22M | 0.19% | +1,238+1.1% | Added |
| Allspring Global Investments Holdings, LLC | 117,228 | $8.11M | 0.01% | −35,539−23.3% | Reduced |
| Raymond James & Associates | 116,128 | $8.03M | 0.01% | +752+0.7% | Added |
| Agf Management Ltd | 115,870 | $8.01M | 0.05% | −3,285−2.8% | Reduced |
| California State Teachers Retirement System | 109,940 | $7.60M | 0.01% | −6,761−5.8% | Reduced |
| Axiom Investors LLC | 106,725 | $7.38M | 0.07% | +76,075+248.2% | Added |
| Mutual of America Capital Management LLC | 105,168 | $7.27M | 0.08% | −5,555−5.0% | Reduced |
| EULAV Asset Management | 104,476 | $7.22M | 0.22% | +150.0% | Added |
| Barclays PLC | 104,348 | $7.22M | 0.00% | +35,510+51.6% | Added |
| Poplar Forest Capital LLC | 98,698 | $6.82M | 0.99% | −36,592−27.0% | Reduced |
| Oppenheimer Asset Management Inc. | 91,810 | $6.35M | 0.09% | −2,786−2.9% | Reduced |
| Royal Bank of Canada | 89,292 | $6.17M | 0.00% | +9,312+11.6% | Added |
| Great West Life Assurance Co | 89,488 | $6.17M | 0.01% | +1,472+1.7% | Added |
| Texas Permanent School Fund | 88,110 | $6.09M | 0.05% | −598−0.7% | Reduced |
| Manufacturers Life Insurance Company, The | 84,747 | $5.86M | 0.00% | −4,473−5.0% | Reduced |
| Janus Henderson Group PLC | 78,942 | $5.46M | 0.00% | +27,532+53.6% | Added |
| STRS Ohio | 78,948 | $5.46M | 0.02% | −14,447−15.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 76,224 | $5.27M | 0.34% | +37,047+94.6% | Added |
| Teachers Retirement System of the State of Kentucky | 74,163 | $5.13M | 0.05% | −5,179−6.5% | Reduced |
| Algert Global LLC | 71,760 | $4.96M | 0.20% | −2,940−3.9% | Reduced |
| Trillium Asset Management, LLC | 70,981 | $4.91M | 0.13% | +7,238+11.4% | Added |
| Great Lakes Advisors, LLC | 69,416 | $4.80M | 0.05% | −23,620−25.4% | Reduced |
| Amalgamated Bank | 69,263 | $4.79M | 0.04% | +529+0.8% | Added |
| Brandywine Oak Private Wealth LLC | 60,043 | $4.15M | 0.46% | +10,678+21.6% | Added |
| MetLife Investment Management | 57,457 | $3.97M | 0.03% | −2,366−4.0% | Reduced |
| Edgestream Partners, L.P. | 56,206 | $3.89M | 0.28% | +56,206 | New |
| NFJ Investment Group, LLC | 56,130 | $3.88M | 0.11% | −8,018−12.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 56,041 | $3.88M | 0.07% | +56,041 | New |
| Smith, Graham & Co., Investment Advisors, LP | 55,342 | $3.83M | 0.44% | −5,647−9.3% | Reduced |
| 1492 Capital Management LLC | 55,172 | $3.82M | 2.17% | +8,586+18.4% | Added |
| State of New Jersey Common Pension Fund D | 54,964 | $3.80M | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 54,784 | $3.79M | 0.12% | 00.0% | Unchanged |
| Truist Financial Corp | 54,467 | $3.77M | 0.01% | −6,239−10.3% | Reduced |
| Pinebridge Investments, L.P. | 53,441 | $3.70M | 0.03% | −12,548−19.0% | Reduced |
| Federated Hermes, Inc. | 52,699 | $3.64M | 0.01% | +687+1.3% | Added |