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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 7 | $0 | 0.00% | +7 | New |
| Bokf, NA | 4 | $276 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $346 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 6 | $415 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 6 | $415 | 0.00% | +6 | New |
| Glassman Wealth Services | 11 | $761 | 0.00% | −2−15.4% | Reduced |
| Provenance Wealth Advisors, LLC | 14 | $968 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $1.11K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 17 | $1.18K | 0.00% | +17 | New |
| Plato Investment Management Ltd | 18 | $1.24K | 0.00% | +18 | New |
| Toronto Dominion Bank | 19 | $1.31K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $1.31K | 0.00% | +19 | New |
| Gradient Investments LLC | 21 | $1.45K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 21 | $1.45K | 0.00% | −3−12.5% | Reduced |
| SJS Investment Consulting Inc. | 24 | $1.66K | 0.00% | −5−17.2% | Reduced |
| RFP Financial Group LLC | 24 | $1.66K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 24 | $1.66K | 0.00% | +24 | New |
| EverSource Wealth Advisors, LLC | 25 | $1.73K | 0.00% | −79−76.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 25 | $1.73K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $1.94K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $2.00K | 0.00% | +20+100.0% | Added |
| SRS Capital Advisors, Inc. | 30 | $2.05K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 31 | $2.14K | 0.00% | +31 | New |
| Venturi Wealth Management, LLC | 36 | $2.49K | 0.00% | −21−36.8% | Reduced |
| Sachetta, LLC | 39 | $2.70K | 0.00% | +39 | New |
| Private Wealth Management Group, LLC | 39 | $2.70K | 0.00% | +39 | New |
| Carolinas Wealth Consulting LLC | 40 | $2.77K | 0.00% | −3−7.0% | Reduced |
| Cetera Trust Company, N.A | 40 | $2.77K | 0.00% | +40 | New |
| Farmers & Merchants Investments Inc | 46 | $3.18K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 48 | $3.32K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 52 | $3.60K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 55 | $3.78K | 0.00% | +1+1.9% | Added |
| Bell Investment Advisors, Inc | 57 | $3.94K | 0.00% | +25+78.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 61 | $4.15K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 69 | $4.77K | 0.00% | −35−33.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 77 | $5.32K | 0.00% | +1+1.3% | Added |
| JFS Wealth Advisors, LLC | 89 | $6.16K | 0.00% | −9−9.2% | Reduced |
| Frazier Financial Advisors, LLC | 94 | $6.50K | 0.01% | +94 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 100 | $6.92K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 122 | $8.46K | 0.00% | −1,073−89.8% | Reduced |
| Creative Financial Designs Inc | 125 | $8.64K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 135 | $9.00K | 0.01% | +135 | New |
| Manchester Capital Management LLC | 136 | $9.40K | 0.00% | +112+466.7% | Added |
| Fortitude Family Office, LLC | 147 | $10.2K | 0.01% | +147 | New |
| Central Trust Co | 149 | $10.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 153 | $10.6K | 0.00% | +32+26.4% | Added |
| Bessemer Group Inc | 163 | $11.0K | 0.00% | −1−0.6% | Reduced |
| Cornerstone Planning Group LLC | 160 | $11.1K | 0.00% | −5−3.0% | Reduced |
| St Germain D J Co Inc | 165 | $11.4K | 0.00% | +165 | New |
| Farther Finance Advisors, LLC | 180 | $12.4K | 0.00% | +173+2,471.4% | Added |
| Lee Financial Co | 185 | $12.8K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 198 | $13.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 203 | $14.0K | 0.00% | +41+25.3% | Added |
| Planning Capital Management Corp | 224 | $15.5K | 0.01% | +224 | New |
| GAMMA Investing LLC | 276 | $20.1K | 0.01% | +276 | New |
| Quent Capital, LLC | 310 | $21.4K | 0.00% | +64+26.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 321 | $22.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 322 | $22.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 320 | $22.0K | 0.02% | +24+8.1% | Added |
| Advisory Services Network, LLC | 323 | $22.3K | 0.00% | +323 | New |
| Whittier Trust Co | 336 | $23.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 372 | $25.7K | 0.00% | +23+6.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 375 | $26.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 384 | $26.6K | 0.00% | −31−7.5% | Reduced |
| Salem Investment Counselors Inc | 450 | $31.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 605 | $41.8K | 0.00% | +25+4.3% | Added |
| Umb Bank N A | 618 | $42.7K | 0.00% | −66−9.6% | Reduced |
| First Horizon Advisors, Inc. | 640 | $44.3K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 664 | $45.9K | 0.00% | −251−27.4% | Reduced |
| Huntington National Bank | 707 | $48.9K | 0.00% | −20−2.8% | Reduced |
| Nomura Asset Management Co Ltd | 730 | $50.5K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 759 | $52.5K | 0.00% | +585+336.2% | Added |
| Bruce G. Allen Investments, LLC | 760 | $52.6K | 0.05% | +760 | New |
| Rothschild Investment LLC | 765 | $52.9K | 0.00% | +765 | New |
| GWM Advisors LLC | 871 | $60.3K | 0.00% | +552+173.0% | Added |
| Signaturefd, LLC | 1,030 | $71.2K | 0.00% | +234+29.4% | Added |
| Harvest Fund Management Co., Ltd | 1,178 | $81.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 1,301 | $89.0K | 0.01% | −100−7.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,366 | $94.5K | 0.07% | +7+0.5% | Added |
| Park Place Capital Corp | 1,384 | $95.7K | 0.04% | −149−9.7% | Reduced |
| Impact Partnership Wealth, LLC | 1,396 | $96.5K | 0.04% | −515−26.9% | Reduced |
| Principal Securities, Inc. | 1,437 | $99.4K | 0.00% | +1,437 | New |
| State of Wyoming | 1,542 | $106.6K | 0.02% | +193+14.3% | Added |
| PEAK6 Investments LLC | 1,694 | $117.1K | 0.01% | +1,694 | New |
| KBC Group NV | 1,764 | $122.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,772 | $122.5K | 0.01% | −82−4.4% | Reduced |
| Ronald Blue Trust, Inc. | 2,125 | $131.0K | 0.00% | +192+9.9% | Added |
| IFP Advisors, Inc | 2,068 | $143.0K | 0.01% | +74+3.7% | Added |
| Icon Wealth Advisors, LLC | 2,214 | $153.1K | 0.02% | +2,214 | New |
| Country Trust Bank | 2,250 | $155.6K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,309 | $160.0K | 0.00% | −9,577−80.6% | Reduced |
| Ci Investments Inc. | 2,414 | $167.0K | 0.00% | +370+18.1% | Added |
| Parallel Advisors, LLC | 2,703 | $186.9K | 0.01% | +72+2.7% | Added |
| Northwestern Mutual Wealth Management Co | 2,898 | $200.4K | 0.00% | −1,332−31.5% | Reduced |
| Trust Point Inc. | 2,906 | $201.0K | 0.02% | +2,906 | New |
| CIBC Asset Management Inc | 2,917 | $201.7K | 0.00% | +2,917 | New |
| XTX Topco Ltd | 2,990 | $206.8K | 0.05% | +2,990 | New |
| CI Private Wealth, LLC | 3,009 | $208.1K | 0.00% | +3,009 | New |
| HCR Wealth Advisors | 3,058 | $211.5K | 0.03% | +3,058 | New |