Skip to main content

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.

Other share classesSFBSF.PBSF.PCSF.PD

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.

Institutional holdersQ1 2024: 433 institutions
Q1 2021: 305 institutionsQ2 2021: 342 institutionsQ3 2021: 329 institutionsQ4 2021: 348 institutionsQ1 2022: 367 institutionsQ2 2022: 353 institutionsQ3 2022: 335 institutionsQ4 2022: 362 institutionsQ1 2023: 367 institutionsQ2 2023: 369 institutionsQ3 2023: 366 institutionsQ4 2023: 378 institutionsQ1 2024: 433 institutionsQ2 2024: 436 institutionsQ3 2024: 444 institutionsQ4 2024: 510 institutionsQ1 2025: 523 institutionsQ2 2025: 488 institutionsQ3 2025: 552 institutionsQ4 2025: 630 institutionsQ1 2026: 635 institutionsQ2 2026: 596 institutions
Value heldQ1 2024: $6.67B
Q1 2021: $5.78BQ2 2021: $5.74BQ3 2021: $6.05BQ4 2021: $6.18BQ1 2022: $6.06BQ2 2022: $5.04BQ3 2022: $4.64BQ4 2022: $5.16BQ1 2023: $5.17BQ2 2023: $5.15BQ3 2023: $5.33BQ4 2023: $5.83BQ1 2024: $6.67BQ2 2024: $7.35BQ3 2024: $8.27BQ4 2024: $9.29BQ1 2025: $8.43BQ2 2025: $9.31BQ3 2025: $9.96BQ4 2025: $11.3BQ1 2026: $10.3BQ2 2026: $9.64B
Institutions holding SF and their total value by quarter
QuarterHoldersValue
Q2 2026596$9.64B
Q1 2026635$10.3B
Q4 2025630$11.3B
Q3 2025552$9.96B
Q2 2025488$9.31B
Q1 2025523$8.43B
Q4 2024510$9.29B
Q3 2024444$8.27B
Q2 2024436$7.35B
Q1 2024433$6.67B
Q4 2023378$5.83B
Q3 2023366$5.33B
Q2 2023369$5.15B
Q1 2023367$5.17B
Q4 2022362$5.16B
Q3 2022335$4.64B
Q2 2022353$5.04B
Q1 2022367$6.06B
Q4 2021348$6.18B
Q3 2021329$6.05B
Q2 2021342$5.74B
Q1 2021305$5.78B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q4 2023.

Institutions holding SF in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Man Group plc35,350$2.76M0.01%+4,784+15.7%Added
State of Alaska, Department of Revenue35,837$2.80M0.03%+50+0.1%Added
Ameritas Investment Partners, Inc.37,821$2.96M0.10%00.0%Unchanged
Public Employees Retirement System of Ohio38,575$3.02M0.01%−4,112−9.6%Reduced
Cerity Partners LLC38,635$3.02M0.01%+34,753+895.2%Added
Knights of Columbus Asset Advisors LLC39,023$3.05M0.22%−37,201−48.8%Reduced
First National Bank of Omaha33,740$3.18M0.22%−1,420−4.0%Reduced
Stanley-Laman Group, Ltd.43,005$3.36M0.47%+192+0.4%Added
Thrivent Financial for Lutherans43,107$3.37M0.01%+80+0.2%Added
Treasurer of the State of North Carolina43,654$3.41M0.01%−1,799−4.0%Reduced
LPL Financial LLC43,701$3.42M0.00%−3,381−7.2%Reduced
Prudential Financial Inc45,320$3.54M0.00%+11,997+36.0%Added
Janus Henderson Group PLC46,118$3.60M0.00%−32,824−41.6%Reduced
NFJ Investment Group, LLC46,209$3.61M0.10%−9,921−17.7%Reduced
Yousif Capital Management, LLC46,404$3.63M0.04%−1,038−2.2%Reduced
Pathstone Holdings, LLC47,271$3.70M0.02%+30,723+185.7%Added
Natixis Advisors, L.P.49,177$3.84M0.01%+1,893+4.0%Added
Bank of Montreal49,328$3.86M0.00%+800+1.6%Added
Campbell & CO Investment Adviser LLC50,663$3.96M0.34%+50,663New
Brandywine Global Investment Management, LLC51,274$4.01M0.03%−983−1.9%Reduced
Integrated Advisors Network LLC51,561$4.03M0.21%−502−1.0%Reduced
Brinker Capital Investments, LLC51,831$4.05M0.04%+4,879+10.4%Added
Orion Portfolio Solutions, LLC51,831$4.05M0.04%+4,879+10.4%Added
Price T Rowe Associates Inc51,865$4.05M0.00%+2,419+4.9%Added
UBS Group AG52,228$4.08M0.00%+8,211+18.7%Added
Comerica Bank52,358$4.09M0.02%+3,747+7.7%Added
US Bancorp52,677$4.12M0.01%+4,006+8.2%Added
State of New Jersey Common Pension Fund D52,850$4.13M0.01%−2,114−3.8%Reduced
Pinebridge Investments, L.P.53,165$4.16M0.03%−276−0.5%Reduced
Arrowstreet Capital, Limited Partnership53,211$4.16M0.00%+53,211New
Federated Hermes, Inc.54,176$4.23M0.01%+1,477+2.8%Added
1492 Capital Management LLC54,643$4.27M2.38%−529−1.0%Reduced
Teacher Retirement System of Texas55,279$4.32M0.03%+31,760+135.0%Added
MetLife Investment Management55,950$4.37M0.03%−1,507−2.6%Reduced
Wesbanco Bank Inc58,728$4.59M0.17%+58,728New
RMB Capital Management, LLC58,994$4.61M0.11%+4,210+7.7%Added
Dana Investment Advisors, Inc.59,881$4.68M0.16%+39,842+198.8%Added
Brandywine Oak Private Wealth LLC60,043$4.69M0.49%00.0%Unchanged
Cubist Systematic Strategies, LLC62,266$4.87M0.06%+62,266New
Qube Research & Technologies Ltd64,316$5.03M0.01%+30,075+87.8%Added
Great Lakes Advisors, LLC67,290$5.26M0.04%−2,126−3.1%Reduced
Martingale Asset Management L P68,136$5.33M0.11%+31,983+88.5%Added
Teachers Retirement System of the State of Kentucky68,628$5.37M0.05%−5,535−7.5%Reduced
Amalgamated Bank69,294$5.42M0.05%+310.0%Added
Castleark Management LLC69,470$5.43M0.23%+69,470New
Algert Global LLC71,760$5.61M0.22%00.0%Unchanged
Trillium Asset Management, LLC72,380$5.66M0.14%+1,399+2.0%Added
Truist Financial Corp79,865$6.24M0.01%+25,398+46.6%Added
STRS Ohio83,205$6.50M0.03%+4,257+5.4%Added
Manufacturers Life Insurance Company, The88,890$6.95M0.01%+4,143+4.9%Added
Texas Permanent School Fund89,266$6.98M0.06%+1,156+1.3%Added
Schroder Investment Management Group90,694$7.09M0.01%+90,694New
Great West Life Assurance Co92,496$7.23M0.01%+3,008+3.4%Added
Citadel Advisors LLC93,764$7.33M0.01%+93,764New
Victory Capital Management Inc94,517$7.39M0.01%−561,381−85.6%Reduced
Mutual of America Capital Management LLC101,185$7.91M0.09%−3,983−3.8%Reduced
California State Teachers Retirement System101,681$7.95M0.01%−8,259−7.5%Reduced
State Board of Administration of Florida Retirement System134,977$7.98M0.02%+6,702+5.2%Added
Oppenheimer Asset Management Inc.102,349$8.00M0.12%+10,539+11.5%Added
EULAV Asset Management104,470$8.17M0.22%−60.0%Reduced
Raymond James & Associates113,590$8.88M0.01%−2,538−2.2%Reduced
Barclays PLC114,889$8.98M0.00%+10,541+10.1%Added
Agf Management Ltd115,870$9.06M0.05%00.0%Unchanged
Royal Bank of Canada116,590$9.11M0.00%+27,298+30.6%Added
Crestwood Advisors Group LLC127,551$9.97M0.22%+8,614+7.2%Added
American International Group, Inc.134,978$10.6M0.04%−2,773−2.0%Reduced
Access Investment Management LLC142,302$11.1M3.67%00.0%Unchanged
Balyasny Asset Management LLC143,169$11.2M0.03%+143,169New
Allspring Global Investments Holdings, LLC145,513$11.4M0.02%+28,285+24.1%Added
Assenagon Asset Management S.A.147,586$11.5M0.03%+108,147+274.2%Added
Credit Suisse AG149,454$11.7M0.01%−485−0.3%Reduced
Lazard Asset Management LLC149,518$11.7M0.01%−120,291−44.6%Reduced
First Trust Advisors LP154,976$12.1M0.01%−370,050−70.5%Reduced
Walleye Capital LLC155,554$12.2M0.13%−25,452−14.1%Reduced
New York State Teachers Retirement System157,960$12.3M0.03%−7,300−4.4%Reduced
UBS Asset Management Americas Inc177,460$13.9M0.00%−5,308−2.9%Reduced
Guggenheim Capital LLC177,558$13.9M0.10%+37,195+26.5%Added
Poplar Forest Capital LLC184,632$14.4M1.94%+85,934+87.1%Added
Loomis Sayles & Co L P185,396$14.5M0.02%−870.0%Reduced
American Century Companies Inc186,291$14.6M0.01%+1,188+0.6%Added
California Public Employees Retirement System194,926$15.2M0.01%−7,465−3.7%Reduced
Axiom Investors LLC196,305$15.3M0.14%+89,580+83.9%Added
Peregrine Capital Management LLC200,181$15.6M0.45%+640.0%Added
Swiss National Bank201,313$15.7M0.01%−5,400−2.6%Reduced
Legal & General Group Plc204,840$16.0M0.00%−15,792−7.2%Reduced
JPMorgan Chase & Co206,161$16.1M0.00%−622−0.3%Reduced
SEI Investments Co210,184$16.4M0.02%−10,172−4.6%Reduced
Glenmede Trust Co NA231,302$18.1M0.09%+15,520+7.2%Added
State of Wisconsin Investment Board237,365$18.6M0.05%−31,524−11.7%Reduced
North Reef Capital Management LP271,398$21.2M1.11%−14,111−4.9%Reduced
Rhumbline Advisers283,267$22.1M0.02%−42,531−13.1%Reduced
Retirement Systems of Alabama309,794$24.2M0.09%+11,663+3.9%Added
Wells Fargo & Company330,269$25.8M0.01%+19,008+6.1%Added
Ameriprise Financial Inc344,923$27.0M0.01%−42,827−11.0%Reduced
AQR Capital Management LLC369,828$28.8M0.05%−85,454−18.8%Reduced
Diamond Hill Capital Management Inc385,759$30.2M0.12%+584+0.2%Added
Systematic Financial Management LP400,486$31.3M0.87%+392+0.1%Added
Wellington Management Group LLP454,967$35.6M0.01%−24,751−5.2%Reduced
Nuveen Asset Management, LLC474,314$37.1M0.01%−34,554−6.8%Reduced
Envestnet Asset Management Inc505,603$39.5M0.01%+15,305+3.1%Added