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, Q1 2024
Institutional positions in Stifel Financial Corp as of Mar 31, 2024. 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
- 433
- +57 vs. Q4 2023
- Shares held
- 85.4M
- +1.10M (+1.3%) vs. Q4 2023
- Total value
- $6.67B
- +$843.6M (+14.5%) vs. Q4 2023
- New holders
- 90
- 141 more added
- Sold out
- 33
- 134 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,461,734 | $817.8M | 0.02% | +391,384+3.9% | Added |
| BlackRock Inc. | 8,992,710 | $703.0M | 0.02% | −17,979−0.2% | Reduced |
| Capital Research Global Investors | 6,094,011 | $476.4M | 0.11% | −7040.0% | Reduced |
| State Street Corp | 3,108,309 | $243.0M | 0.01% | +83,475+2.8% | Added |
| FMR LLC | 3,046,837 | $238.2M | 0.02% | +447,555+17.2% | Added |
| Earnest Partners LLC | 2,932,059 | $229.2M | 1.05% | +191,896+7.0% | Added |
| Morgan Stanley | 2,555,975 | $199.8M | 0.02% | +7880.0% | Added |
| Alliancebernstein L.P. | 2,307,085 | $180.3M | 0.06% | +35,289+1.6% | Added |
| Stifel Financial Corp | 2,261,981 | $176.8M | 0.20% | −20,624−0.9% | Reduced |
| Macquarie Group Ltd | 2,041,468 | $159.6M | 0.18% | −63,104−3.0% | Reduced |
| Dimensional Fund Advisors LP | 2,000,625 | $156.4M | 0.04% | −78,760−3.8% | Reduced |
| LSV Asset Management | 1,799,270 | $140.6M | 0.29% | +56,570+3.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,771,944 | $138.5M | 0.60% | +114,307+6.9% | Added |
| Geode Capital Management, LLC | 1,627,962 | $127.3M | 0.01% | +60,942+3.9% | Added |
| Silvercrest Asset Management Group LLC | 1,391,723 | $108.8M | 0.74% | −142,563−9.3% | Reduced |
| Fisher Asset Management, LLC | 1,385,242 | $108.3M | 0.05% | −19,506−1.4% | Reduced |
| Principal Financial Group Inc | 1,332,258 | $104.1M | 0.06% | +151,046+12.8% | Added |
| Millennium Management LLC | 1,315,819 | $102.9M | 0.09% | −1,309,236−49.9% | Reduced |
| GW&K Investment Management, LLC | 1,301,087 | $101.7M | 0.90% | −27,835−2.1% | Reduced |
| Invesco Ltd. | 1,262,478 | $98.7M | 0.02% | +262,593+26.3% | Added |
| Charles Schwab Investment Management Inc | 1,237,660 | $96.7M | 0.02% | +29,583+2.4% | Added |
| Norges Bank | 1,202,049 | $94.0M | 0.01% | −18,031−1.5% | Reduced |
| Bank of New York Mellon Corp | 1,181,700 | $92.4M | 0.02% | −46,658−3.8% | Reduced |
| Channing Capital Management, LLC | 1,170,148 | $91.5M | 2.45% | +41,201+3.6% | Added |
| Bank of America Corp | 1,029,500 | $80.5M | 0.01% | +131,781+14.7% | Added |
| Northern Trust Corp | 922,281 | $72.1M | 0.01% | −101,851−9.9% | Reduced |
| New York State Common Retirement Fund | 739,249 | $57.8M | 0.08% | +48,321+7.0% | Added |
| Marshall Wace, LLP | 736,319 | $57.6M | 0.10% | +736,319 | New |
| Kennedy Capital Management, Inc. | 702,663 | $54.9M | 1.13% | −32,138−4.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 702,575 | $54.9M | 0.03% | +702,575 | New |
| Fiera Capital Corp | 670,527 | $52.4M | 0.15% | +209,317+45.4% | Added |
| Goldman Sachs Group Inc | 609,440 | $47.6M | 0.01% | −296,784−32.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 517,384 | $40.4M | 0.13% | −31,515−5.7% | Reduced |
| Envestnet Asset Management Inc | 505,603 | $39.5M | 0.01% | +15,305+3.1% | Added |
| Nuveen Asset Management, LLC | 474,314 | $37.1M | 0.01% | −34,554−6.8% | Reduced |
| Wellington Management Group LLP | 454,967 | $35.6M | 0.01% | −24,751−5.2% | Reduced |
| Systematic Financial Management LP | 400,486 | $31.3M | 0.87% | +392+0.1% | Added |
| Diamond Hill Capital Management Inc | 385,759 | $30.2M | 0.12% | +584+0.2% | Added |
| AQR Capital Management LLC | 369,828 | $28.8M | 0.05% | −85,454−18.8% | Reduced |
| Ameriprise Financial Inc | 344,923 | $27.0M | 0.01% | −42,827−11.0% | Reduced |
| Wells Fargo & Company | 330,269 | $25.8M | 0.01% | +19,008+6.1% | Added |
| Retirement Systems of Alabama | 309,794 | $24.2M | 0.09% | +11,663+3.9% | Added |
| Rhumbline Advisers | 283,267 | $22.1M | 0.02% | −42,531−13.1% | Reduced |
| North Reef Capital Management LP | 271,398 | $21.2M | 1.11% | −14,111−4.9% | Reduced |
| State of Wisconsin Investment Board | 237,365 | $18.6M | 0.05% | −31,524−11.7% | Reduced |
| Glenmede Trust Co NA | 231,302 | $18.1M | 0.09% | +15,520+7.2% | Added |
| SEI Investments Co | 210,184 | $16.4M | 0.02% | −10,172−4.6% | Reduced |
| JPMorgan Chase & Co | 206,161 | $16.1M | 0.00% | −622−0.3% | Reduced |
| Legal & General Group Plc | 204,840 | $16.0M | 0.00% | −15,792−7.2% | Reduced |
| Swiss National Bank | 201,313 | $15.7M | 0.01% | −5,400−2.6% | Reduced |
| Peregrine Capital Management LLC | 200,181 | $15.6M | 0.45% | +640.0% | Added |
| Axiom Investors LLC | 196,305 | $15.3M | 0.14% | +89,580+83.9% | Added |
| California Public Employees Retirement System | 194,926 | $15.2M | 0.01% | −7,465−3.7% | Reduced |
| American Century Companies Inc | 186,291 | $14.6M | 0.01% | +1,188+0.6% | Added |
| Loomis Sayles & Co L P | 185,396 | $14.5M | 0.02% | −870.0% | Reduced |
| Poplar Forest Capital LLC | 184,632 | $14.4M | 1.94% | +85,934+87.1% | Added |
| Guggenheim Capital LLC | 177,558 | $13.9M | 0.10% | +37,195+26.5% | Added |
| UBS Asset Management Americas Inc | 177,460 | $13.9M | 0.00% | −5,308−2.9% | Reduced |
| New York State Teachers Retirement System | 157,960 | $12.3M | 0.03% | −7,300−4.4% | Reduced |
| Walleye Capital LLC | 155,554 | $12.2M | 0.13% | −25,452−14.1% | Reduced |
| First Trust Advisors LP | 154,976 | $12.1M | 0.01% | −370,050−70.5% | Reduced |
| Lazard Asset Management LLC | 149,518 | $11.7M | 0.01% | −120,291−44.6% | Reduced |
| Credit Suisse AG | 149,454 | $11.7M | 0.01% | −485−0.3% | Reduced |
| Assenagon Asset Management S.A. | 147,586 | $11.5M | 0.03% | +108,147+274.2% | Added |
| Allspring Global Investments Holdings, LLC | 145,513 | $11.4M | 0.02% | +28,285+24.1% | Added |
| Balyasny Asset Management LLC | 143,169 | $11.2M | 0.03% | +143,169 | New |
| Access Investment Management LLC | 142,302 | $11.1M | 3.67% | 00.0% | Unchanged |
| American International Group, Inc. | 134,978 | $10.6M | 0.04% | −2,773−2.0% | Reduced |
| Crestwood Advisors Group LLC | 127,551 | $9.97M | 0.22% | +8,614+7.2% | Added |
| Royal Bank of Canada | 116,590 | $9.11M | 0.00% | +27,298+30.6% | Added |
| Agf Management Ltd | 115,870 | $9.06M | 0.05% | 00.0% | Unchanged |
| Barclays PLC | 114,889 | $8.98M | 0.00% | +10,541+10.1% | Added |
| Raymond James & Associates | 113,590 | $8.88M | 0.01% | −2,538−2.2% | Reduced |
| EULAV Asset Management | 104,470 | $8.17M | 0.22% | −60.0% | Reduced |
| Oppenheimer Asset Management Inc. | 102,349 | $8.00M | 0.12% | +10,539+11.5% | Added |
| State Board of Administration of Florida Retirement System | 134,977 | $7.98M | 0.02% | +6,702+5.2% | Added |
| California State Teachers Retirement System | 101,681 | $7.95M | 0.01% | −8,259−7.5% | Reduced |
| Mutual of America Capital Management LLC | 101,185 | $7.91M | 0.09% | −3,983−3.8% | Reduced |
| Victory Capital Management Inc | 94,517 | $7.39M | 0.01% | −561,381−85.6% | Reduced |
| Citadel Advisors LLC | 93,764 | $7.33M | 0.01% | +93,764 | New |
| Great West Life Assurance Co | 92,496 | $7.23M | 0.01% | +3,008+3.4% | Added |
| Schroder Investment Management Group | 90,694 | $7.09M | 0.01% | +90,694 | New |
| Texas Permanent School Fund | 89,266 | $6.98M | 0.06% | +1,156+1.3% | Added |
| Manufacturers Life Insurance Company, The | 88,890 | $6.95M | 0.01% | +4,143+4.9% | Added |
| STRS Ohio | 83,205 | $6.50M | 0.03% | +4,257+5.4% | Added |
| Truist Financial Corp | 79,865 | $6.24M | 0.01% | +25,398+46.6% | Added |
| Trillium Asset Management, LLC | 72,380 | $5.66M | 0.14% | +1,399+2.0% | Added |
| Algert Global LLC | 71,760 | $5.61M | 0.22% | 00.0% | Unchanged |
| Castleark Management LLC | 69,470 | $5.43M | 0.23% | +69,470 | New |
| Amalgamated Bank | 69,294 | $5.42M | 0.05% | +310.0% | Added |
| Teachers Retirement System of the State of Kentucky | 68,628 | $5.37M | 0.05% | −5,535−7.5% | Reduced |
| Martingale Asset Management L P | 68,136 | $5.33M | 0.11% | +31,983+88.5% | Added |
| Great Lakes Advisors, LLC | 67,290 | $5.26M | 0.04% | −2,126−3.1% | Reduced |
| Qube Research & Technologies Ltd | 64,316 | $5.03M | 0.01% | +30,075+87.8% | Added |
| Cubist Systematic Strategies, LLC | 62,266 | $4.87M | 0.06% | +62,266 | New |
| Brandywine Oak Private Wealth LLC | 60,043 | $4.69M | 0.49% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 59,881 | $4.68M | 0.16% | +39,842+198.8% | Added |
| RMB Capital Management, LLC | 58,994 | $4.61M | 0.11% | +4,210+7.7% | Added |
| Wesbanco Bank Inc | 58,728 | $4.59M | 0.17% | +58,728 | New |
| MetLife Investment Management | 55,950 | $4.37M | 0.03% | −1,507−2.6% | Reduced |