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 |
|---|---|---|---|---|---|
| Icon Wealth Advisors, LLC | 2,400 | $187.6K | 0.02% | +186+8.4% | Added |
| Metis Global Partners, LLC | 2,566 | $200.6K | 0.01% | +2,566 | New |
| M&T Bank Corp | 2,572 | $201.1K | 0.00% | +2,572 | New |
| Adviser Investments LLC | 2,572 | $201.1K | 0.00% | +2,572 | New |
| Forum Financial Management, LP | 2,583 | $201.9K | 0.00% | +2,583 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,613 | $204.3K | 0.01% | +2,613 | New |
| AIA Group Ltd | 2,623 | $205.0K | 0.01% | −7,877−75.0% | Reduced |
| US Asset Management LLC | 2,674 | $209.0K | 0.19% | +2,674 | New |
| Parallel Advisors, LLC | 2,704 | $211.4K | 0.01% | +10.0% | Added |
| Farther Finance Advisors, LLC | 2,777 | $214.6K | 0.01% | +2,597+1,442.8% | Added |
| Stephens Inc | 2,795 | $218.5K | 0.00% | +2,795 | New |
| Busey Wealth Management | 2,810 | $219.7K | 0.01% | +2,810 | New |
| Intrust Bank NA | 2,827 | $221.0K | 0.02% | +2,827 | New |
| Private Advisor Group, LLC | 2,855 | $223.2K | 0.00% | +2,855 | New |
| MAI Capital Management | 2,867 | $224.1K | 0.00% | +2,867 | New |
| IFP Advisors, Inc | 2,873 | $224.6K | 0.01% | +805+38.9% | Added |
| Advisor Group Holdings, Inc. | 2,885 | $225.5K | 0.00% | −24,026−89.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,899 | $226.6K | 0.00% | +10.0% | Added |
| Harvest Fund Management Co., Ltd | 2,915 | $228.0K | 0.02% | +1,737+147.5% | Added |
| CIBC Asset Management Inc | 2,917 | $228.0K | 0.00% | 00.0% | Unchanged |
| Sciencast Management LP | 2,918 | $228.1K | 0.14% | −9,090−75.7% | Reduced |
| Profund Advisors LLC | 2,950 | $230.6K | 0.01% | +2,950 | New |
| Perigon Wealth Management, LLC | 2,965 | $231.8K | 0.01% | +2,965 | New |
| HighPoint Advisor Group LLC | 2,853 | $236.0K | 0.02% | +32+1.1% | Added |
| Diversify Advisory Services, LLC | 3,065 | $236.9K | 0.01% | +3,065 | New |
| HCR Wealth Advisors | 3,058 | $239.0K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,107 | $243.0K | 0.00% | +693+28.7% | Added |
| Integrated Wealth Concepts LLC | 3,131 | $244.8K | 0.00% | +3,131 | New |
| Rehmann Capital Advisory Group | 3,141 | $245.6K | 0.02% | +3,141 | New |
| GYL Financial Synergies, LLC | 3,217 | $251.5K | 0.02% | +3,217 | New |
| Trueblood Wealth Management, LLC | 3,234 | $252.8K | 0.14% | 00.0% | Unchanged |
| Oak Thistle LLC | 3,277 | $256.2K | 0.23% | +3,277 | New |
| Deerfield Management Company, L.P. (Series C) | 3,313 | $259.0K | 0.00% | +3,313 | New |
| Bridgefront Capital, LLC | 3,385 | $264.6K | 0.20% | +3,385 | New |
| Sapient Capital LLC | 3,404 | $266.1K | 0.01% | −379−10.0% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $270.0K | 0.06% | 00.0% | Unchanged |
| Diametric Capital, LP | 3,462 | $270.6K | 0.15% | +3,462 | New |
| United Capital Financial Advisers, LLC | 3,478 | $271.9K | 0.00% | −212−5.7% | Reduced |
| South State Corp. | 3,500 | $273.6K | 0.02% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 3,535 | $276.3K | 0.06% | +3,535 | New |
| Boothbay Fund Management, LLC | 3,582 | $280.0K | 0.01% | +3,582 | New |
| Kestra Advisory Services, LLC | 3,648 | $285.2K | 0.00% | +483+15.3% | Added |
| CWM, LLC | 3,711 | $290.0K | 0.00% | −10−0.3% | Reduced |
| Formidable Asset Management, LLC | 3,800 | $297.0K | 0.05% | 00.0% | Unchanged |
| Covenant Partners, LLC | 3,872 | $302.7K | 0.09% | −105−2.6% | Reduced |
| Roberts Glore & Co Inc | 3,890 | $304.1K | 0.09% | −255−6.2% | Reduced |
| Baird Financial Group, Inc. | 3,900 | $304.9K | 0.00% | +102+2.7% | Added |
| Pearl River Capital, LLC | 3,910 | $305.6K | 0.05% | +3,910 | New |
| Wedbush Securities Inc | 3,926 | $307.0K | 0.01% | +3,926 | New |
| Freestone Capital Holdings, LLC | 4,000 | $312.7K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,125 | $318.8K | 0.00% | +256+6.6% | Added |
| Stratos Wealth Partners, LTD. | 4,093 | $320.0K | 0.01% | +17+0.4% | Added |
| Verition Fund Management LLC | 4,231 | $330.7K | 0.00% | +4,231 | New |
| Nisa Investment Advisors, LLC | 4,377 | $342.1K | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 4,428 | $346.1K | 0.03% | +4,428 | New |
| Keeler & Nadler Financial Planning & Wealth Management | 4,477 | $350.0K | 0.21% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 4,573 | $357.5K | 0.00% | −8,346−64.6% | Reduced |
| CWM Advisors, LLC | 4,595 | $359.2K | 0.04% | −951−17.1% | Reduced |
| Shelton Capital Management | 4,650 | $363.5K | 0.01% | −141−2.9% | Reduced |
| Radnor Capital Management, LLC | 4,697 | $367.0K | 0.06% | −300−6.0% | Reduced |
| Yorktown Management & Research Co Inc | 4,900 | $383.0K | 0.36% | 00.0% | Unchanged |
| ProShare Advisors LLC | 4,975 | $388.9K | 0.00% | −390−7.3% | Reduced |
| Qsemble Capital Management, LP | 5,009 | $391.6K | 0.09% | +5,009 | New |
| Wealth Enhancement Advisory Services, LLC | 5,028 | $393.0K | 0.00% | +141+2.9% | Added |
| Gsa Capital Partners LLP | 5,071 | $396.0K | 0.03% | −903−15.1% | Reduced |
| Engineers Gate Manager LP | 5,141 | $401.9K | 0.01% | −7,215−58.4% | Reduced |
| Fulton Bank, N.A. | 5,175 | $404.5K | 0.02% | +366+7.6% | Added |
| ClearAlpha Technologies LP | 5,272 | $412.1K | 0.18% | +5,272 | New |
| Fox Run Management, L.L.C. | 5,275 | $412.3K | 0.09% | +5,275 | New |
| Integrated Investment Consultants, LLC | 5,384 | $420.9K | 0.12% | −300−5.3% | Reduced |
| NorthRock Partners, LLC | 5,425 | $424.1K | 0.02% | +229+4.4% | Added |
| Utah Retirement Systems | 5,500 | $429.9K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,123 | $431.0K | 0.02% | −503−8.9% | Reduced |
| Connable Office Inc | 5,655 | $442.1K | 0.05% | +24+0.4% | Added |
| Capstone Investment Advisors, LLC | 5,736 | $448.4K | 0.01% | +5,736 | New |
| FORA Capital, LLC | 5,806 | $453.9K | 0.04% | +5,806 | New |
| CI Private Wealth, LLC | 5,911 | $462.1K | 0.00% | +2,902+96.4% | Added |
| NJ State Employees Deferred Compensation Plan | 6,000 | $469.0K | 0.06% | 00.0% | Unchanged |
| Northeast Investment Management | 6,050 | $472.9K | 0.02% | +6,050 | New |
| Oppenheimer & Co Inc | 6,076 | $475.0K | 0.01% | +12+0.2% | Added |
| Moody Aldrich Partners LLC | 6,129 | $479.1K | 0.08% | −32−0.5% | Reduced |
| Allianz Asset Management GmbH | 6,271 | $490.2K | 0.00% | +800+14.6% | Added |
| Tower Research Capital LLC (TRC) | 6,404 | $500.6K | 0.01% | −10,404−61.9% | Reduced |
| Meritage Portfolio Management | 6,415 | $501.0K | 0.03% | −364−5.4% | Reduced |
| First National Advisers, LLC | 6,491 | $507.4K | 0.11% | +6,491 | New |
| Schonfeld Strategic Advisors LLC | 6,510 | $508.9K | 0.00% | −40,390−86.1% | Reduced |
| Cornerstone Investment Partners, LLC | 6,633 | $518.5K | 0.03% | +16+0.2% | Added |
| Keeley-Teton Advisors, LLC | 6,686 | $522.6K | 0.06% | 00.0% | Unchanged |
| HSBC Holdings PLC | 6,801 | $531.3K | 0.00% | +55+0.8% | Added |
| HighTower Advisors, LLC | 7,010 | $542.0K | 0.00% | +314+4.7% | Added |
| Studio Investment Management LLC | 6,971 | $544.9K | 0.13% | +543+8.4% | Added |
| Ethic Inc. | 7,078 | $553.3K | 0.01% | +7,078 | New |
| Crossmark Global Holdings, Inc. | 7,105 | $555.0K | 0.01% | −54−0.8% | Reduced |
| Omers Administration Corp | 7,100 | $555.0K | 0.01% | +7,100 | New |
| Harbor Capital Advisors, Inc. | 7,142 | $558.0K | 0.07% | +7,142 | New |
| Pitcairn Co | 7,218 | $564.2K | 0.04% | −124−1.7% | Reduced |
| Jefferies Financial Group Inc. | 7,334 | $573.3K | 0.01% | +7,334 | New |
| XTX Topco Ltd | 7,345 | $574.2K | 0.08% | +4,355+145.7% | Added |
| Concurrent Investment Advisors, LLC | 7,401 | $578.5K | 0.02% | +111+1.5% | Added |
| Susquehanna International Group, LLP | 7,402 | $578.6K | 0.00% | −41,886−85.0% | Reduced |