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 |
|---|---|---|---|---|---|
| AlphaQ Advisors LLC | 11,000 | $760.6K | 0.53% | −1,319−10.7% | Reduced |
| AIA Group Ltd | 10,500 | $726.1K | 0.03% | +6,289+149.3% | Added |
| Mercer Global Advisors Inc | 10,055 | $695.0K | 0.00% | +789+8.5% | Added |
| JBF Capital, Inc. | 10,000 | $691.5K | 0.14% | 00.0% | Unchanged |
| Smith, Moore & Co. | 9,846 | $680.8K | 0.08% | −408−4.0% | Reduced |
| Moneta Group Investment Advisors LLC | 9,711 | $671.5K | 0.01% | +72+0.7% | Added |
| Quadrature Capital Ltd | 9,384 | $649.0K | 0.01% | +9,384 | New |
| Cresset Asset Management, LLC | 9,005 | $622.7K | 0.00% | +239+2.7% | Added |
| Lecap Asset Management Ltd | 8,778 | $607.0K | 0.22% | +8,778 | New |
| Securian Asset Management, Inc | 8,607 | $595.2K | 0.02% | −239−2.7% | Reduced |
| Snowden Capital Advisors LLC | 8,381 | $579.5K | 0.02% | +159+1.9% | Added |
| Detalus Advisors, LLC | 8,304 | $574.2K | 0.23% | 00.0% | Unchanged |
| Deutsche Bank AG | 8,001 | $553.3K | 0.00% | +395+5.2% | Added |
| Vestcor Inc | 7,909 | $547.0K | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 7,772 | $537.4K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 7,759 | $536.5K | 0.00% | +1,886+32.1% | Added |
| O'Shaughnessy Asset Management, LLC | 7,578 | $524.0K | 0.01% | −158−2.0% | Reduced |
| Pitcairn Co | 7,342 | $507.7K | 0.04% | −176−2.3% | Reduced |
| Concurrent Investment Advisors, LLC | 7,290 | $504.1K | 0.02% | +7,290 | New |
| Inceptionr LLC | 7,198 | $497.7K | 0.36% | −2,441−25.3% | Reduced |
| Quest Partners LLC | 7,170 | $495.8K | 0.11% | +7,170 | New |
| Crossmark Global Holdings, Inc. | 7,159 | $495.0K | 0.01% | −138−1.9% | Reduced |
| BNP Paribas Arbitrage, SA | 7,036 | $486.5K | 0.00% | +471+7.2% | Added |
| Meritage Portfolio Management | 6,779 | $469.0K | 0.03% | +2,207+48.3% | Added |
| HSBC Holdings PLC | 6,746 | $466.5K | 0.00% | −30,728−82.0% | Reduced |
| HighTower Advisors, LLC | 6,696 | $463.0K | 0.00% | +284+4.4% | Added |
| Keeley-Teton Advisors, LLC | 6,686 | $462.3K | 0.06% | −3,464−34.1% | Reduced |
| Cornerstone Investment Partners, LLC | 6,617 | $457.6K | 0.03% | +18+0.3% | Added |
| Studio Investment Management LLC | 6,428 | $444.5K | 0.11% | −1,165−15.3% | Reduced |
| Moody Aldrich Partners LLC | 6,161 | $426.0K | 0.08% | −17−0.3% | Reduced |
| Oppenheimer & Co Inc | 6,064 | $419.3K | 0.01% | −146−2.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 6,000 | $414.9K | 0.06% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 5,974 | $413.0K | 0.03% | −42,319−87.6% | Reduced |
| Seven Eight Capital, LP | 5,776 | $399.4K | 0.05% | +5,776 | New |
| Integrated Investment Consultants, LLC | 5,684 | $393.0K | 0.12% | −100−1.7% | Reduced |
| Connable Office Inc | 5,631 | $389.4K | 0.05% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,626 | $389.0K | 0.02% | −1,663−22.8% | Reduced |
| CWM Advisors, LLC | 5,546 | $383.5K | 0.04% | +566+11.4% | Added |
| Cetera Advisor Networks LLC | 5,511 | $381.1K | 0.00% | −282−4.9% | Reduced |
| Utah Retirement Systems | 5,500 | $380.3K | 0.00% | −100−1.8% | Reduced |
| Allianz Asset Management GmbH | 5,471 | $378.3K | 0.00% | −194−3.4% | Reduced |
| ProShare Advisors LLC | 5,365 | $371.0K | 0.00% | −276−4.9% | Reduced |
| NorthRock Partners, LLC | 5,196 | $359.3K | 0.02% | +5,196 | New |
| Walleye Trading LLC | 5,134 | $355.0K | 0.01% | −2,312−31.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,028 | $347.7K | 0.09% | +5,028 | New |
| Radnor Capital Management, LLC | 4,997 | $346.0K | 0.06% | −540−9.8% | Reduced |
| Yorktown Management & Research Co Inc | 4,900 | $338.8K | 0.35% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 4,887 | $337.9K | 0.00% | +4,887 | New |
| Fulton Bank, N.A. | 4,809 | $332.5K | 0.01% | −16−0.3% | Reduced |
| Shelton Capital Management | 4,791 | $331.3K | 0.01% | −352−6.8% | Reduced |
| Axq Capital, LP | 4,605 | $318.4K | 0.08% | −1,651−26.4% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 4,477 | $309.6K | 0.22% | +4,477 | New |
| Versor Investments LP | 4,400 | $304.3K | 0.06% | −800−15.4% | Reduced |
| Nisa Investment Advisors, LLC | 4,377 | $302.7K | 0.00% | −200−4.4% | Reduced |
| Roberts Glore & Co Inc | 4,145 | $286.6K | 0.09% | −90−2.1% | Reduced |
| Stratos Wealth Partners, LTD. | 4,076 | $281.9K | 0.01% | +22+0.5% | Added |
| Freestone Capital Holdings, LLC | 4,000 | $276.6K | 0.01% | 00.0% | Unchanged |
| Covenant Partners, LLC | 3,977 | $275.0K | 0.09% | 00.0% | Unchanged |
| Cerity Partners LLC | 3,882 | $268.4K | 0.00% | +3,882 | New |
| CIBC Private Wealth Group, LLC | 3,869 | $267.5K | 0.00% | +176+4.8% | Added |
| Formidable Asset Management, LLC | 3,800 | $262.8K | 0.06% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 3,798 | $262.6K | 0.00% | −111−2.8% | Reduced |
| Sapient Capital LLC | 3,783 | $261.6K | 0.01% | +3,783 | New |
| CWM, LLC | 3,721 | $257.0K | 0.00% | +30+0.8% | Added |
| United Capital Financial Advisers, LLC | 3,690 | $255.2K | 0.00% | +3,690 | New |
| CBOE Vest Financial, LLC | 3,582 | $247.7K | 0.01% | +3,582 | New |
| South State Corp. | 3,500 | $242.0K | 0.02% | −1,000−22.2% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $239.0K | 0.05% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,448 | $238.4K | 0.01% | +47+1.4% | Added |
| FDx Advisors, Inc. | 3,365 | $233.0K | 0.02% | +3,365 | New |
| AE Wealth Management LLC | 3,063 | $226.7K | 0.00% | +3,063 | New |
| Visionary Wealth Advisors | 3,254 | $225.0K | 0.02% | +3,254 | New |
| Trueblood Wealth Management, LLC | 3,234 | $223.6K | 0.14% | +3,234 | New |
| Everpar Advisors LLC | 3,219 | $222.6K | 0.10% | +3,219 | New |
| Centiva Capital, LP | 3,182 | $220.0K | 0.01% | +3,182 | New |
| Kestra Advisory Services, LLC | 3,165 | $218.8K | 0.00% | −139−4.2% | Reduced |
| HighPoint Advisor Group LLC | 2,821 | $215.0K | 0.02% | +2,821 | New |
| DFPG Investments, LLC | 3,152 | $214.3K | 0.02% | +3,152 | New |
| HCR Wealth Advisors | 3,058 | $211.5K | 0.03% | +3,058 | New |
| CI Private Wealth, LLC | 3,009 | $208.1K | 0.00% | +3,009 | New |
| XTX Topco Ltd | 2,990 | $206.8K | 0.05% | +2,990 | New |
| CIBC Asset Management Inc | 2,917 | $201.7K | 0.00% | +2,917 | New |
| Trust Point Inc. | 2,906 | $201.0K | 0.02% | +2,906 | New |
| Northwestern Mutual Wealth Management Co | 2,898 | $200.4K | 0.00% | −1,332−31.5% | Reduced |
| Parallel Advisors, LLC | 2,703 | $186.9K | 0.01% | +72+2.7% | Added |
| Ci Investments Inc. | 2,414 | $167.0K | 0.00% | +370+18.1% | Added |
| SG Americas Securities, LLC | 2,309 | $160.0K | 0.00% | −9,577−80.6% | Reduced |
| Country Trust Bank | 2,250 | $155.6K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 2,214 | $153.1K | 0.02% | +2,214 | New |
| IFP Advisors, Inc | 2,068 | $143.0K | 0.01% | +74+3.7% | Added |
| Ronald Blue Trust, Inc. | 2,125 | $131.0K | 0.00% | +192+9.9% | Added |
| Quadrant Capital Group LLC | 1,772 | $122.5K | 0.01% | −82−4.4% | Reduced |
| KBC Group NV | 1,764 | $122.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,694 | $117.1K | 0.01% | +1,694 | New |
| State of Wyoming | 1,542 | $106.6K | 0.02% | +193+14.3% | Added |
| Principal Securities, Inc. | 1,437 | $99.4K | 0.00% | +1,437 | New |
| Impact Partnership Wealth, LLC | 1,396 | $96.5K | 0.04% | −515−26.9% | Reduced |
| Park Place Capital Corp | 1,384 | $95.7K | 0.04% | −149−9.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,366 | $94.5K | 0.07% | +7+0.5% | Added |
| Cutler Group LP | 1,301 | $89.0K | 0.01% | −100−7.1% | Reduced |