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 |
|---|---|---|---|---|---|
| DFPG Investments, LLC | 3,152 | $214.3K | 0.02% | +3,152 | New |
| HighPoint Advisor Group LLC | 2,821 | $215.0K | 0.02% | +2,821 | New |
| Kestra Advisory Services, LLC | 3,165 | $218.8K | 0.00% | −139−4.2% | Reduced |
| Centiva Capital, LP | 3,182 | $220.0K | 0.01% | +3,182 | New |
| Everpar Advisors LLC | 3,219 | $222.6K | 0.10% | +3,219 | New |
| Trueblood Wealth Management, LLC | 3,234 | $223.6K | 0.14% | +3,234 | New |
| Visionary Wealth Advisors | 3,254 | $225.0K | 0.02% | +3,254 | New |
| AE Wealth Management LLC | 3,063 | $226.7K | 0.00% | +3,063 | New |
| FDx Advisors, Inc. | 3,365 | $233.0K | 0.02% | +3,365 | New |
| TD Private Client Wealth LLC | 3,448 | $238.4K | 0.01% | +47+1.4% | Added |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $239.0K | 0.05% | 00.0% | Unchanged |
| South State Corp. | 3,500 | $242.0K | 0.02% | −1,000−22.2% | Reduced |
| CBOE Vest Financial, LLC | 3,582 | $247.7K | 0.01% | +3,582 | New |
| United Capital Financial Advisers, LLC | 3,690 | $255.2K | 0.00% | +3,690 | New |
| CWM, LLC | 3,721 | $257.0K | 0.00% | +30+0.8% | Added |
| Sapient Capital LLC | 3,783 | $261.6K | 0.01% | +3,783 | New |
| Baird Financial Group, Inc. | 3,798 | $262.6K | 0.00% | −111−2.8% | Reduced |
| Formidable Asset Management, LLC | 3,800 | $262.8K | 0.06% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,869 | $267.5K | 0.00% | +176+4.8% | Added |
| Cerity Partners LLC | 3,882 | $268.4K | 0.00% | +3,882 | New |
| Covenant Partners, LLC | 3,977 | $275.0K | 0.09% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 4,000 | $276.6K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,076 | $281.9K | 0.01% | +22+0.5% | Added |
| Roberts Glore & Co Inc | 4,145 | $286.6K | 0.09% | −90−2.1% | Reduced |
| Nisa Investment Advisors, LLC | 4,377 | $302.7K | 0.00% | −200−4.4% | Reduced |
| Versor Investments LP | 4,400 | $304.3K | 0.06% | −800−15.4% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 4,477 | $309.6K | 0.22% | +4,477 | New |
| Axq Capital, LP | 4,605 | $318.4K | 0.08% | −1,651−26.4% | Reduced |
| Shelton Capital Management | 4,791 | $331.3K | 0.01% | −352−6.8% | Reduced |
| Fulton Bank, N.A. | 4,809 | $332.5K | 0.01% | −16−0.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,887 | $337.9K | 0.00% | +4,887 | New |
| Yorktown Management & Research Co Inc | 4,900 | $338.8K | 0.35% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,997 | $346.0K | 0.06% | −540−9.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,028 | $347.7K | 0.09% | +5,028 | New |
| Walleye Trading LLC | 5,134 | $355.0K | 0.01% | −2,312−31.1% | Reduced |
| NorthRock Partners, LLC | 5,196 | $359.3K | 0.02% | +5,196 | New |
| ProShare Advisors LLC | 5,365 | $371.0K | 0.00% | −276−4.9% | Reduced |
| Allianz Asset Management GmbH | 5,471 | $378.3K | 0.00% | −194−3.4% | Reduced |
| Utah Retirement Systems | 5,500 | $380.3K | 0.00% | −100−1.8% | Reduced |
| Cetera Advisor Networks LLC | 5,511 | $381.1K | 0.00% | −282−4.9% | Reduced |
| CWM Advisors, LLC | 5,546 | $383.5K | 0.04% | +566+11.4% | Added |
| Shell Asset Management Co | 5,626 | $389.0K | 0.02% | −1,663−22.8% | Reduced |
| Connable Office Inc | 5,631 | $389.4K | 0.05% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 5,684 | $393.0K | 0.12% | −100−1.7% | Reduced |
| Seven Eight Capital, LP | 5,776 | $399.4K | 0.05% | +5,776 | New |
| Gsa Capital Partners LLP | 5,974 | $413.0K | 0.03% | −42,319−87.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 6,000 | $414.9K | 0.06% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 6,064 | $419.3K | 0.01% | −146−2.4% | Reduced |
| Moody Aldrich Partners LLC | 6,161 | $426.0K | 0.08% | −17−0.3% | Reduced |
| Studio Investment Management LLC | 6,428 | $444.5K | 0.11% | −1,165−15.3% | Reduced |
| Cornerstone Investment Partners, LLC | 6,617 | $457.6K | 0.03% | +18+0.3% | Added |
| Keeley-Teton Advisors, LLC | 6,686 | $462.3K | 0.06% | −3,464−34.1% | Reduced |
| HighTower Advisors, LLC | 6,696 | $463.0K | 0.00% | +284+4.4% | Added |
| HSBC Holdings PLC | 6,746 | $466.5K | 0.00% | −30,728−82.0% | Reduced |
| Meritage Portfolio Management | 6,779 | $469.0K | 0.03% | +2,207+48.3% | Added |
| BNP Paribas Arbitrage, SA | 7,036 | $486.5K | 0.00% | +471+7.2% | Added |
| Crossmark Global Holdings, Inc. | 7,159 | $495.0K | 0.01% | −138−1.9% | Reduced |
| Quest Partners LLC | 7,170 | $495.8K | 0.11% | +7,170 | New |
| Inceptionr LLC | 7,198 | $497.7K | 0.36% | −2,441−25.3% | Reduced |
| Concurrent Investment Advisors, LLC | 7,290 | $504.1K | 0.02% | +7,290 | New |
| Pitcairn Co | 7,342 | $507.7K | 0.04% | −176−2.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,578 | $524.0K | 0.01% | −158−2.0% | Reduced |
| Creative Planning | 7,759 | $536.5K | 0.00% | +1,886+32.1% | Added |
| Maryland State Retirement & Pension System | 7,772 | $537.4K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 7,909 | $547.0K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 8,001 | $553.3K | 0.00% | +395+5.2% | Added |
| Detalus Advisors, LLC | 8,304 | $574.2K | 0.23% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 8,381 | $579.5K | 0.02% | +159+1.9% | Added |
| Securian Asset Management, Inc | 8,607 | $595.2K | 0.02% | −239−2.7% | Reduced |
| Lecap Asset Management Ltd | 8,778 | $607.0K | 0.22% | +8,778 | New |
| Cresset Asset Management, LLC | 9,005 | $622.7K | 0.00% | +239+2.7% | Added |
| Quadrature Capital Ltd | 9,384 | $649.0K | 0.01% | +9,384 | New |
| Moneta Group Investment Advisors LLC | 9,711 | $671.5K | 0.01% | +72+0.7% | Added |
| Smith, Moore & Co. | 9,846 | $680.8K | 0.08% | −408−4.0% | Reduced |
| JBF Capital, Inc. | 10,000 | $691.5K | 0.14% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,055 | $695.0K | 0.00% | +789+8.5% | Added |
| AIA Group Ltd | 10,500 | $726.1K | 0.03% | +6,289+149.3% | Added |
| AlphaQ Advisors LLC | 11,000 | $760.6K | 0.53% | −1,319−10.7% | Reduced |
| Coldstream Capital Management Inc | 11,667 | $806.8K | 0.02% | +1,486+14.6% | Added |
| Neuberger Berman Group LLC | 11,810 | $816.7K | 0.00% | +1,285+12.2% | Added |
| Gator Capital Management, LLC | 12,000 | $829.8K | 0.46% | +12,000 | New |
| Sciencast Management LP | 12,008 | $830.4K | 0.45% | +12,008 | New |
| Public Employees Retirement Association of Colorado | 12,072 | $835.0K | 0.00% | −238−1.9% | Reduced |
| Assetmark, Inc | 12,172 | $841.7K | 0.00% | +2,844+30.5% | Added |
| Xponance, Inc. | 12,331 | $852.7K | 0.01% | −265−2.1% | Reduced |
| Engineers Gate Manager LP | 12,356 | $854.4K | 0.02% | −4,482−26.6% | Reduced |
| Pictet Asset Management Holding SA | 12,513 | $865.3K | 0.00% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 12,709 | $878.8K | 0.00% | −24,669−66.0% | Reduced |
| Tanaka Capital Management Inc | 12,751 | $882.0K | 2.16% | −45−0.4% | Reduced |
| National Asset Management, Inc. | 12,865 | $889.6K | 0.02% | −1,016−7.3% | Reduced |
| Panagora Asset Management Inc | 12,919 | $893.3K | 0.00% | −101,315−88.7% | Reduced |
| Parkside Financial Bank & Trust | 12,945 | $895.2K | 0.16% | +21+0.2% | Added |
| First Hawaiian Bank | 12,962 | $896.3K | 0.03% | −484−3.6% | Reduced |
| Citigroup Inc | 12,977 | $897.4K | 0.00% | −3,609−21.8% | Reduced |
| Brown Advisory Inc | 12,977 | $897.4K | 0.00% | +86+0.7% | Added |
| JustInvest LLC | 14,208 | $982.5K | 0.03% | −3,584−20.1% | Reduced |
| Russell Investments Group, Ltd. | 14,849 | $1.03M | 0.00% | −2,487−14.3% | Reduced |
| Pacer Advisors, Inc. | 15,326 | $1.06M | 0.00% | +6,558+74.8% | Added |
| Handelsbanken Fonder AB | 15,532 | $1.07M | 0.01% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 15,583 | $1.08M | 0.02% | +3,043+24.3% | Added |