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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 1,178 | $81.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,030 | $71.2K | 0.00% | +234+29.4% | Added |
| GWM Advisors LLC | 871 | $60.3K | 0.00% | +552+173.0% | Added |
| Rothschild Investment LLC | 765 | $52.9K | 0.00% | +765 | New |
| Bruce G. Allen Investments, LLC | 760 | $52.6K | 0.05% | +760 | New |
| Montag A & Associates Inc | 759 | $52.5K | 0.00% | +585+336.2% | Added |
| Nomura Asset Management Co Ltd | 730 | $50.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 707 | $48.9K | 0.00% | −20−2.8% | Reduced |
| Altshuler Shaham Ltd | 664 | $45.9K | 0.00% | −251−27.4% | Reduced |
| First Horizon Advisors, Inc. | 640 | $44.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 618 | $42.7K | 0.00% | −66−9.6% | Reduced |
| Proequities, Inc. | 605 | $41.8K | 0.00% | +25+4.3% | Added |
| Salem Investment Counselors Inc | 450 | $31.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 384 | $26.6K | 0.00% | −31−7.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 375 | $26.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 372 | $25.7K | 0.00% | +23+6.6% | Added |
| Whittier Trust Co | 336 | $23.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 323 | $22.3K | 0.00% | +323 | New |
| 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 |
| Quent Capital, LLC | 310 | $21.4K | 0.00% | +64+26.0% | Added |
| GAMMA Investing LLC | 276 | $20.1K | 0.01% | +276 | New |
| Planning Capital Management Corp | 224 | $15.5K | 0.01% | +224 | New |
| Allworth Financial LP | 203 | $14.0K | 0.00% | +41+25.3% | Added |
| Sandy Spring Bank | 198 | $13.7K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 185 | $12.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 180 | $12.4K | 0.00% | +173+2,471.4% | Added |
| St Germain D J Co Inc | 165 | $11.4K | 0.00% | +165 | New |
| Cornerstone Planning Group LLC | 160 | $11.1K | 0.00% | −5−3.0% | Reduced |
| Bessemer Group Inc | 163 | $11.0K | 0.00% | −1−0.6% | Reduced |
| Massmutual Trust Co FSB | 153 | $10.6K | 0.00% | +32+26.4% | Added |
| Central Trust Co | 149 | $10.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 147 | $10.2K | 0.01% | +147 | New |
| Manchester Capital Management LLC | 136 | $9.40K | 0.00% | +112+466.7% | Added |
| Wetzel Investment Advisors, Inc. | 135 | $9.00K | 0.01% | +135 | New |
| Creative Financial Designs Inc | 125 | $8.64K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 122 | $8.46K | 0.00% | −1,073−89.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 100 | $6.92K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 94 | $6.50K | 0.01% | +94 | New |
| JFS Wealth Advisors, LLC | 89 | $6.16K | 0.00% | −9−9.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 77 | $5.32K | 0.00% | +1+1.3% | Added |
| Private Trust Co NA | 69 | $4.77K | 0.00% | −35−33.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 61 | $4.15K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 57 | $3.94K | 0.00% | +25+78.1% | Added |
| Pathway Financial Advisers, LLC | 55 | $3.78K | 0.00% | +1+1.9% | Added |
| LGT Financial Advisors LLC | 52 | $3.60K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 48 | $3.32K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 46 | $3.18K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sachetta, LLC | 39 | $2.70K | 0.00% | +39 | New |
| Private Wealth Management Group, LLC | 39 | $2.70K | 0.00% | +39 | New |
| Venturi Wealth Management, LLC | 36 | $2.49K | 0.00% | −21−36.8% | Reduced |
| Abich Financial Wealth Management LLC | 31 | $2.14K | 0.00% | +31 | New |
| SRS Capital Advisors, Inc. | 30 | $2.05K | 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 |
| Prestige Wealth Management Group LLC | 28 | $1.94K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Hexagon Capital Partners LLC | 21 | $1.45K | 0.00% | −3−12.5% | Reduced |
| Gradient Investments LLC | 21 | $1.45K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 19 | $1.31K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $1.31K | 0.00% | +19 | New |
| Plato Investment Management Ltd | 18 | $1.24K | 0.00% | +18 | New |
| AdvisorNet Financial, Inc | 17 | $1.18K | 0.00% | +17 | New |
| Versant Capital Management, Inc | 16 | $1.11K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $968 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 11 | $761 | 0.00% | −2−15.4% | Reduced |
| Tfo-TDC, LLC | 6 | $415 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 6 | $415 | 0.00% | +6 | New |
| Raleigh Capital Management Inc. | 5 | $346 | 0.00% | +5 | New |
| Bokf, NA | 4 | $276 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $0 | 0.00% | +7 | New |
| 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 |