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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 89,488 | $6.17M | 0.01% | +1,472+1.7% | Added |
| Royal Bank of Canada | 89,292 | $6.17M | 0.00% | +9,312+11.6% | Added |
| Oppenheimer Asset Management Inc. | 91,810 | $6.35M | 0.09% | −2,786−2.9% | Reduced |
| Poplar Forest Capital LLC | 98,698 | $6.82M | 0.99% | −36,592−27.0% | Reduced |
| Barclays PLC | 104,348 | $7.22M | 0.00% | +35,510+51.6% | Added |
| EULAV Asset Management | 104,476 | $7.22M | 0.22% | +150.0% | Added |
| Mutual of America Capital Management LLC | 105,168 | $7.27M | 0.08% | −5,555−5.0% | Reduced |
| Axiom Investors LLC | 106,725 | $7.38M | 0.07% | +76,075+248.2% | Added |
| California State Teachers Retirement System | 109,940 | $7.60M | 0.01% | −6,761−5.8% | Reduced |
| Agf Management Ltd | 115,870 | $8.01M | 0.05% | −3,285−2.8% | Reduced |
| Raymond James & Associates | 116,128 | $8.03M | 0.01% | +752+0.7% | Added |
| Allspring Global Investments Holdings, LLC | 117,228 | $8.11M | 0.01% | −35,539−23.3% | Reduced |
| Crestwood Advisors Group LLC | 118,937 | $8.22M | 0.19% | +1,238+1.1% | Added |
| Interval Partners, LP | 121,181 | $8.38M | 0.36% | −31,775−20.8% | Reduced |
| State Board of Administration of Florida Retirement System | 128,275 | $8.87M | 0.02% | +86+0.1% | Added |
| American International Group, Inc. | 137,751 | $9.53M | 0.04% | −9,392−6.4% | Reduced |
| Guggenheim Capital LLC | 140,363 | $9.71M | 0.07% | −88−0.1% | Reduced |
| Access Investment Management LLC | 142,302 | $9.84M | 3.67% | +142,302 | New |
| Credit Suisse AG | 149,939 | $10.4M | 0.01% | +7,909+5.6% | Added |
| Squarepoint Ops LLC | 153,090 | $10.6M | 0.04% | −102,947−40.2% | Reduced |
| New York State Teachers Retirement System | 165,260 | $11.4M | 0.03% | −3,325−2.0% | Reduced |
| Walleye Capital LLC | 181,006 | $12.5M | 0.18% | +13,499+8.1% | Added |
| UBS Asset Management Americas Inc | 182,768 | $12.6M | 0.00% | +2,749+1.5% | Added |
| American Century Companies Inc | 185,103 | $12.8M | 0.01% | −1,715−0.9% | Reduced |
| Loomis Sayles & Co L P | 185,483 | $12.8M | 0.02% | −19,062−9.3% | Reduced |
| Peregrine Capital Management LLC | 200,117 | $13.8M | 0.42% | −33,908−14.5% | Reduced |
| California Public Employees Retirement System | 202,391 | $14.0M | 0.01% | −299−0.1% | Reduced |
| Swiss National Bank | 206,713 | $14.3M | 0.01% | −26,600−11.4% | Reduced |
| JPMorgan Chase & Co | 206,783 | $14.3M | 0.00% | −72,156−25.9% | Reduced |
| Glenmede Trust Co NA | 215,782 | $14.9M | 0.08% | −6,071−2.7% | Reduced |
| SEI Investments Co | 220,356 | $15.2M | 0.02% | −1,494−0.7% | Reduced |
| Legal & General Group Plc | 220,632 | $15.3M | 0.00% | −9,077−4.0% | Reduced |
| State of Wisconsin Investment Board | 268,889 | $18.6M | 0.05% | +25,953+10.7% | Added |
| Lazard Asset Management LLC | 269,809 | $18.7M | 0.02% | +48,985+22.2% | Added |
| North Reef Capital Management LP | 285,509 | $19.7M | 1.15% | +45,509+19.0% | Added |
| Retirement Systems of Alabama | 298,131 | $20.6M | 0.09% | +13,728+4.8% | Added |
| Wells Fargo & Company | 311,261 | $21.5M | 0.01% | −7,445−2.3% | Reduced |
| Rhumbline Advisers | 325,798 | $22.5M | 0.02% | −17,725−5.2% | Reduced |
| Diamond Hill Capital Management Inc | 385,175 | $26.6M | 0.12% | −9,922−2.5% | Reduced |
| Ameriprise Financial Inc | 387,750 | $26.8M | 0.01% | −115,357−22.9% | Reduced |
| Systematic Financial Management LP | 400,094 | $27.7M | 0.82% | −3,618−0.9% | Reduced |
| AQR Capital Management LLC | 455,282 | $31.5M | 0.06% | −134,541−22.8% | Reduced |
| Fiera Capital Corp | 461,210 | $31.9M | 0.10% | −3,623−0.8% | Reduced |
| Wellington Management Group LLP | 479,718 | $33.2M | 0.01% | −4,327−0.9% | Reduced |
| Envestnet Asset Management Inc | 490,298 | $33.9M | 0.01% | −2,149−0.4% | Reduced |
| Nuveen Asset Management, LLC | 508,868 | $35.2M | 0.01% | +8,241+1.6% | Added |
| First Trust Advisors LP | 525,026 | $36.3M | 0.04% | +58,013+12.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 548,899 | $38.0M | 0.14% | −37,330−6.4% | Reduced |
| Victory Capital Management Inc | 655,898 | $45.4M | 0.05% | +1250.0% | Added |
| New York State Common Retirement Fund | 690,928 | $47.8M | 0.07% | +20,428+3.0% | Added |
| Kennedy Capital Management, Inc. | 734,801 | $50.8M | 1.11% | −28,764−3.8% | Reduced |
| Bank of America Corp | 897,719 | $62.1M | 0.01% | −8,733−1.0% | Reduced |
| Goldman Sachs Group Inc | 906,224 | $62.7M | 0.01% | −178,727−16.5% | Reduced |
| Invesco Ltd. | 999,885 | $69.1M | 0.02% | +21,405+2.2% | Added |
| Northern Trust Corp | 1,024,132 | $70.8M | 0.01% | −12,859−1.2% | Reduced |
| Channing Capital Management, LLC | 1,128,947 | $78.1M | 2.30% | +136,784+13.8% | Added |
| Principal Financial Group Inc | 1,181,212 | $81.7M | 0.05% | −2,509−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,208,077 | $83.5M | 0.02% | +6,645+0.6% | Added |
| Norges Bank | 1,220,080 | $84.4M | 0.01% | +115,711+10.5% | Added |
| Bank of New York Mellon Corp | 1,228,358 | $84.9M | 0.02% | +23,881+2.0% | Added |
| GW&K Investment Management, LLC | 1,328,922 | $91.9M | 0.86% | −70,122−5.0% | Reduced |
| Fisher Asset Management, LLC | 1,404,748 | $97.1M | 0.05% | −233,736−14.3% | Reduced |
| Silvercrest Asset Management Group LLC | 1,534,286 | $106.1M | 0.75% | −29,511−1.9% | Reduced |
| Geode Capital Management, LLC | 1,567,020 | $108.4M | 0.01% | +8,823+0.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,657,637 | $114.6M | 0.58% | +1,148+0.1% | Added |
| LSV Asset Management | 1,742,700 | $120.5M | 0.26% | −182,100−9.5% | Reduced |
| Dimensional Fund Advisors LP | 2,079,385 | $143.8M | 0.04% | −35,392−1.7% | Reduced |
| Macquarie Group Ltd | 2,104,572 | $145.5M | 0.17% | −103,797−4.7% | Reduced |
| Alliancebernstein L.P. | 2,271,796 | $157.1M | 0.06% | −339,843−13.0% | Reduced |
| Stifel Financial Corp | 2,282,605 | $157.8M | 0.20% | −75,280−3.2% | Reduced |
| Morgan Stanley | 2,555,187 | $176.7M | 0.02% | −480,086−15.8% | Reduced |
| FMR LLC | 2,599,282 | $179.7M | 0.01% | +378,491+17.0% | Added |
| Millennium Management LLC | 2,625,055 | $181.5M | 0.17% | +1,008,375+62.4% | Added |
| Earnest Partners LLC | 2,740,163 | $189.5M | 0.95% | −62,112−2.2% | Reduced |
| State Street Corp | 3,024,834 | $209.2M | 0.01% | −3,590−0.1% | Reduced |
| Capital Research Global Investors | 6,094,715 | $421.4M | 0.10% | +8050.0% | Added |
| BlackRock Inc. | 9,010,689 | $623.1M | 0.02% | −214,623−2.3% | Reduced |
| Vanguard Group Inc | 10,070,350 | $696.4M | 0.02% | −242,153−2.3% | Reduced |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −296,900−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −101,715−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −100,109−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −85,854−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −85,127−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −67,171−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −58,728−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −35,426−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −28,856−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −24,699−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −22,616−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −17,937−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −17,602−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −11,991−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −8,574−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −8,131−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −7,440−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |