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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 2 | $0 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $157 | 0.00% | +2 | New |
| Bokf, NA | 4 | $309 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 4 | $313 | 0.00% | +4 | New |
| Impact Partnership Wealth, LLC | 5 | $394 | 0.00% | −1,391−99.6% | Reduced |
| Tfo-TDC, LLC | 6 | $469 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 7 | $547 | 0.00% | −7,163−99.9% | Reduced |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 13 | $1.02K | 0.00% | +13 | New |
| Provenance Wealth Advisors, LLC | 14 | $1.09K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $1.25K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $1.33K | 0.00% | −4−19.0% | Reduced |
| Plato Investment Management Ltd | 18 | $1.41K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $1.49K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 20 | $1.56K | 0.00% | +15+300.0% | Added |
| Continuum Advisory, LLC | 19 | $1.58K | 0.00% | +19 | New |
| RFP Financial Group LLC | 24 | $1.88K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 25 | $1.96K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $1.96K | 0.00% | +1+4.2% | Added |
| EverSource Wealth Advisors, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 27 | $2.11K | 0.00% | +10+58.8% | Added |
| Prestige Wealth Management Group LLC | 28 | $2.19K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 30 | $2.33K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 30 | $2.35K | 0.00% | +30 | New |
| Sachetta, LLC | 39 | $2.70K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 39 | $3.05K | 0.00% | −1−2.5% | Reduced |
| Private Wealth Management Group, LLC | 39 | $3.05K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 40 | $3.13K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 46 | $3.60K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 48 | $3.75K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 52 | $4.07K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 54 | $4.22K | 0.00% | +54 | New |
| Smartleaf Asset Management LLC | 58 | $4.45K | 0.00% | +58 | New |
| Bell Investment Advisors, Inc | 57 | $4.46K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 69 | $5.39K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 88 | $6.88K | 0.00% | +88 | New |
| JFS Wealth Advisors, LLC | 89 | $6.96K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 91 | $7.11K | 0.00% | +14+18.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 100 | $7.82K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 105 | $8.21K | 0.00% | −48−31.4% | Reduced |
| Venturi Wealth Management, LLC | 109 | $8.52K | 0.00% | +73+202.8% | Added |
| Larson Financial Group LLC | 122 | $9.57K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 125 | $9.77K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 135 | $10.6K | 0.00% | −1−0.7% | Reduced |
| Eagle Bay Advisors LLC | 136 | $10.6K | 0.01% | +136 | New |
| Fortitude Family Office, LLC | 147 | $11.5K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 149 | $11.6K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 158 | $12.4K | 0.01% | +64+68.1% | Added |
| Cornerstone Planning Group LLC | 163 | $13.3K | 0.00% | +3+1.9% | Added |
| Allworth Financial LP | 180 | $14.1K | 0.00% | −23−11.3% | Reduced |
| EntryPoint Capital, LLC | 187 | $14.6K | 0.01% | +187 | New |
| Sandy Spring Bank | 198 | $15.5K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 224 | $17.5K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 225 | $17.6K | 0.01% | +225 | New |
| Rise Advisors, LLC | 266 | $20.8K | 0.01% | +266 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 277 | $21.7K | 0.00% | +216+354.1% | Added |
| GAMMA Investing LLC | 278 | $21.7K | 0.00% | +2+0.7% | Added |
| Brown Brothers Harriman & Co | 300 | $23.5K | 0.00% | +300 | New |
| NBC Securities, Inc. | 322 | $25.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 321 | $25.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 336 | $26.3K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 350 | $27.4K | 0.00% | −100−22.2% | Reduced |
| Quent Capital, LLC | 354 | $27.7K | 0.00% | +44+14.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 375 | $29.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 374 | $29.2K | 0.00% | +2+0.5% | Added |
| Lindbrook Capital, LLC | 408 | $31.9K | 0.00% | +24+6.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 425 | $32.8K | 0.00% | +425 | New |
| Covestor Ltd | 426 | $33.0K | 0.02% | +106+33.1% | Added |
| Altshuler Shaham Ltd | 445 | $34.8K | 0.00% | −219−33.0% | Reduced |
| GWM Advisors LLC | 524 | $41.0K | 0.00% | −347−39.8% | Reduced |
| Montag A & Associates Inc | 585 | $45.7K | 0.00% | −174−22.9% | Reduced |
| Front Row Advisors LLC | 617 | $48.2K | 0.02% | +617 | New |
| Proequities, Inc. | 619 | $48.4K | 0.00% | +14+2.3% | Added |
| Umb Bank N A | 646 | $50.5K | 0.00% | +28+4.5% | Added |
| First Manhattan Co | 695 | $54.3K | 0.00% | +695 | New |
| Nomura Asset Management Co Ltd | 730 | $57.1K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 743 | $58.1K | 0.02% | −641−46.3% | Reduced |
| Mather Group, LLC. | 842 | $58.2K | 0.00% | +842 | New |
| Bruce G. Allen Investments, LLC | 750 | $58.6K | 0.05% | −10−1.3% | Reduced |
| Rothschild Investment LLC | 765 | $59.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 776 | $60.7K | 0.00% | +136+21.3% | Added |
| Bessemer Group Inc | 796 | $62.0K | 0.00% | +633+388.3% | Added |
| Quarry LP | 797 | $62.3K | 0.03% | +797 | New |
| Huntington National Bank | 866 | $67.7K | 0.00% | +159+22.5% | Added |
| Signaturefd, LLC | 1,092 | $85.4K | 0.00% | +62+6.0% | Added |
| Hilltop National Bank | 1,177 | $92.0K | 0.03% | +1,177 | New |
| Catalyst Funds Management Pty Ltd | 1,200 | $93.8K | 0.03% | +1,200 | New |
| CarsonAllaria Wealth Management, Ltd. | 1,374 | $107.5K | 0.07% | +8+0.6% | Added |
| Principal Securities, Inc. | 1,427 | $111.5K | 0.00% | −10−0.7% | Reduced |
| DekaBank Deutsche Girozentrale | 1,489 | $113.0K | 0.00% | +1,489 | New |
| State of Wyoming | 1,448 | $113.2K | 0.02% | −94−6.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,525 | $119.2K | 0.01% | +1,525 | New |
| Quadrant Capital Group LLC | 1,815 | $141.9K | 0.01% | +43+2.4% | Added |
| Advisors Asset Management, Inc. | 1,873 | $146.4K | 0.00% | +1,873 | New |
| TD Private Client Wealth LLC | 2,132 | $166.7K | 0.01% | −1,316−38.2% | Reduced |
| Country Trust Bank | 2,250 | $175.9K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,272 | $178.0K | 0.00% | +508+28.8% | Added |
| Ronald Blue Trust, Inc. | 2,387 | $186.6K | 0.00% | +262+12.3% | Added |