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 |
|---|---|---|---|---|---|
| Mosaic Family Wealth Partners, LLC | 15,964 | $1.10M | 0.19% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 16,012 | $1.11M | 0.09% | +303+1.9% | Added |
| Two Sigma Advisers, LP | 16,438 | $1.14M | 0.00% | +7,238+78.7% | Added |
| Pathstone Holdings, LLC | 16,548 | $1.14M | 0.01% | +16,548 | New |
| EFG Asset Management (North America) Corp. | 16,743 | $1.16M | 0.22% | −416−2.4% | Reduced |
| Tower Research Capital LLC (TRC) | 16,808 | $1.16M | 0.01% | +7,454+79.7% | Added |
| Public Sector Pension Investment Board | 17,000 | $1.18M | 0.01% | −23,000−57.5% | Reduced |
| State of Tennessee, Treasury Department | 17,000 | $1.18M | 0.00% | +17,000 | New |
| Park Avenue Securities LLC | 17,070 | $1.18M | 0.02% | −181−1.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,211 | $1.19M | 0.00% | −910−5.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 18,822 | $1.30M | 0.01% | −3,440−15.5% | Reduced |
| Teza Capital Management LLC | 18,832 | $1.30M | 0.22% | +12,903+217.6% | Added |
| Dana Investment Advisors, Inc. | 20,039 | $1.39M | 0.07% | −48−0.2% | Reduced |
| Prescott Group Capital Management, L.L.C. | 20,326 | $1.41M | 0.25% | 00.0% | Unchanged |
| Fifth Third Bancorp | 20,479 | $1.42M | 0.01% | −409−2.0% | Reduced |
| AMG National Trust Bank | 20,779 | $1.44M | 0.05% | −166−0.8% | Reduced |
| Quantinno Capital Management LP | 20,786 | $1.44M | 0.05% | −1,116−5.1% | Reduced |
| Empowered Funds, LLC | 21,260 | $1.47M | 0.04% | +8,186+62.6% | Added |
| Zions Bancorporation, N.A. | 21,371 | $1.48M | 0.10% | +5,545+35.0% | Added |
| Quantum Private Wealth, LLC | 21,423 | $1.48M | 0.62% | 00.0% | Unchanged |
| Commerce Bank | 21,441 | $1.48M | 0.01% | −658−3.0% | Reduced |
| New Mexico Educational Retirement Board | 21,500 | $1.49M | 0.06% | 00.0% | Unchanged |
| Jane Street Group, LLC | 21,705 | $1.50M | 0.00% | −85,172−79.7% | Reduced |
| Delphi Management Inc | 22,217 | $1.54M | 1.41% | +2,665+13.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,460 | $1.55M | 0.01% | +1,281+6.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,507 | $1.56M | 0.01% | +1,356+6.4% | Added |
| Steward Partners Investment Advisory, LLC | 22,537 | $1.56M | 0.02% | +141+0.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,692 | $1.57M | 0.04% | −473−2.0% | Reduced |
| Teacher Retirement System of Texas | 23,519 | $1.63M | 0.01% | −12,127−34.0% | Reduced |
| D. E. Shaw & Co., Inc. | 24,098 | $1.67M | 0.00% | −24,376−50.3% | Reduced |
| State of Michigan Retirement System | 24,487 | $1.69M | 0.01% | −500−2.0% | Reduced |
| The PNC Financial Services Group, Inc. | 24,649 | $1.70M | 0.00% | −1,566−6.0% | Reduced |
| Clayton Financial Group LLC | 25,012 | $1.73M | 1.08% | +25,012 | New |
| Van Eck Associates Corp | 25,699 | $1.78M | 0.00% | +6,306+32.5% | Added |
| Advisor Group Holdings, Inc. | 26,911 | $1.86M | 0.00% | −12,405−31.6% | Reduced |
| Louisiana State Employees Retirement System | 28,600 | $1.98M | 0.04% | −1,000−3.4% | Reduced |
| MML Investors Services, LLC | 28,769 | $1.99M | 0.01% | −2,535−8.1% | Reduced |
| Oregon Public Employees Retirement Fund | 28,844 | $1.99M | 0.04% | −500−1.7% | Reduced |
| Arizona State Retirement System | 29,322 | $2.03M | 0.02% | −897−3.0% | Reduced |
| Illinois Municipal Retirement Fund | 29,437 | $2.04M | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 30,000 | $2.07M | 0.05% | +25,100+512.2% | Added |
| Man Group plc | 30,566 | $2.11M | 0.01% | – | – |
| Sit Investment Associates Inc | 31,390 | $2.17M | 0.05% | −335−1.1% | Reduced |
| Ensign Peak Advisors, Inc | 31,572 | $2.18M | 0.00% | +200+0.6% | Added |
| Mariner, LLC | 32,456 | $2.24M | 0.01% | −1,167−3.5% | Reduced |
| Prudential Financial Inc | 33,323 | $2.30M | 0.00% | −5,160−13.4% | Reduced |
| Regions Financial Corp | 33,771 | $2.34M | 0.02% | +43+0.1% | Added |
| Qube Research & Technologies Ltd | 34,241 | $2.37M | 0.01% | −36,199−51.4% | Reduced |
| First National Bank of Omaha | 35,160 | $2.43M | 0.15% | −1,235−3.4% | Reduced |
| State of Alaska, Department of Revenue | 35,787 | $2.47M | 0.03% | −1,395−3.8% | Reduced |
| Holocene Advisors, LP | 35,880 | $2.48M | 0.01% | +35,880 | New |
| Martingale Asset Management L P | 36,153 | $2.50M | 0.05% | −1,070−2.9% | Reduced |
| Captrust Financial Advisors | 36,733 | $2.54M | 0.01% | +4,737+14.8% | Added |
| Boston Partners | 37,765 | $2.61M | 0.00% | +199+0.5% | Added |
| Ameritas Investment Partners, Inc. | 37,821 | $2.62M | 0.10% | −904−2.3% | Reduced |
| Assenagon Asset Management S.A. | 39,439 | $2.73M | 0.01% | −177,411−81.8% | Reduced |
| Alaska Permanent Fund Corp | 39,563 | $2.74M | 0.05% | −137−0.3% | Reduced |
| Twinbeech Capital LP | 39,814 | $2.75M | 0.04% | −3,488−8.1% | Reduced |
| Public Employees Retirement System of Ohio | 42,687 | $2.95M | 0.01% | −186−0.4% | Reduced |
| Stanley-Laman Group, Ltd. | 42,813 | $2.96M | 0.45% | −61−0.1% | Reduced |
| Thrivent Financial for Lutherans | 43,027 | $2.98M | 0.01% | −673−1.5% | Reduced |
| Voya Investment Management LLC | 43,248 | $2.99M | 0.00% | −15,819−26.8% | Reduced |
| HRT Financial LP | 43,558 | $3.01M | 0.02% | −16,722−27.7% | Reduced |
| UBS Group AG | 44,017 | $3.04M | 0.00% | +17,493+66.0% | Added |
| Treasurer of the State of North Carolina | 45,453 | $3.14M | 0.02% | −1,054−2.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 46,900 | $3.24M | 0.03% | +10,363+28.4% | Added |
| LPL Financial LLC | 47,082 | $3.26M | 0.00% | +8,531+22.1% | Added |
| Natixis Advisors, L.P. | 47,284 | $3.27M | 0.01% | −15,740−25.0% | Reduced |
| Yousif Capital Management, LLC | 47,442 | $3.28M | 0.04% | −999−2.1% | Reduced |
| Brinker Capital Investments, LLC | 46,952 | $3.31M | 0.04% | −3,960−7.8% | Reduced |
| Orion Portfolio Solutions, LLC | 46,952 | $3.31M | 0.04% | −3,960−7.8% | Reduced |
| Comerica Bank | 48,611 | $3.36M | 0.02% | −1,081−2.2% | Reduced |
| US Bancorp | 48,671 | $3.37M | 0.00% | −2,557−5.0% | Reduced |
| Bank of Montreal | 48,528 | $3.40M | 0.00% | −12,451−20.4% | Reduced |
| Susquehanna International Group, LLP | 49,288 | $3.41M | 0.01% | −98,130−66.6% | Reduced |
| Price T Rowe Associates Inc | 49,446 | $3.42M | 0.00% | +1,368+2.8% | Added |
| Integrated Advisors Network LLC | 52,063 | $3.60M | 0.20% | +52,063 | New |
| Brandywine Global Investment Management, LLC | 52,257 | $3.61M | 0.03% | −2,451−4.5% | Reduced |
| Federated Hermes, Inc. | 52,699 | $3.64M | 0.01% | +687+1.3% | Added |
| Pinebridge Investments, L.P. | 53,441 | $3.70M | 0.03% | −12,548−19.0% | Reduced |
| Truist Financial Corp | 54,467 | $3.77M | 0.01% | −6,239−10.3% | Reduced |
| RMB Capital Management, LLC | 54,784 | $3.79M | 0.12% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 54,964 | $3.80M | 0.01% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 55,172 | $3.82M | 2.17% | +8,586+18.4% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 55,342 | $3.83M | 0.44% | −5,647−9.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 56,041 | $3.88M | 0.07% | +56,041 | New |
| NFJ Investment Group, LLC | 56,130 | $3.88M | 0.11% | −8,018−12.5% | Reduced |
| Edgestream Partners, L.P. | 56,206 | $3.89M | 0.28% | +56,206 | New |
| MetLife Investment Management | 57,457 | $3.97M | 0.03% | −2,366−4.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 60,043 | $4.15M | 0.46% | +10,678+21.6% | Added |
| Amalgamated Bank | 69,263 | $4.79M | 0.04% | +529+0.8% | Added |
| Great Lakes Advisors, LLC | 69,416 | $4.80M | 0.05% | −23,620−25.4% | Reduced |
| Trillium Asset Management, LLC | 70,981 | $4.91M | 0.13% | +7,238+11.4% | Added |
| Algert Global LLC | 71,760 | $4.96M | 0.20% | −2,940−3.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 74,163 | $5.13M | 0.05% | −5,179−6.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 76,224 | $5.27M | 0.34% | +37,047+94.6% | Added |
| STRS Ohio | 78,948 | $5.46M | 0.02% | −14,447−15.5% | Reduced |
| Janus Henderson Group PLC | 78,942 | $5.46M | 0.00% | +27,532+53.6% | Added |
| Manufacturers Life Insurance Company, The | 84,747 | $5.86M | 0.00% | −4,473−5.0% | Reduced |
| Texas Permanent School Fund | 88,110 | $6.09M | 0.05% | −598−0.7% | Reduced |