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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 12,507 | $977.7K | 0.02% | +2,796+28.8% | Added |
| Xponance, Inc. | 12,367 | $966.7K | 0.01% | +36+0.3% | Added |
| Beverly Hills Private Wealth, LLC | 12,193 | $953.1K | 0.22% | +7,165+142.5% | Added |
| Gator Capital Management, LLC | 12,000 | $938.0K | 0.50% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 11,744 | $918.0K | 0.02% | +77+0.7% | Added |
| Aviva PLC | 11,255 | $879.8K | 0.00% | +11,255 | New |
| National Asset Management, Inc. | 13,881 | $852.9K | 0.02% | +1,016+7.9% | Added |
| Two Sigma Advisers, LP | 10,900 | $852.1K | 0.00% | −5,538−33.7% | Reduced |
| Public Employees Retirement Association of Colorado | 10,875 | $850.0K | 0.00% | −1,197−9.9% | Reduced |
| Neuberger Berman Group LLC | 10,397 | $812.7K | 0.00% | −1,413−12.0% | Reduced |
| D. E. Shaw & Co., Inc. | 10,300 | $805.2K | 0.00% | −13,798−57.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,227 | $799.4K | 0.01% | +2,649+35.0% | Added |
| AlphaQ Advisors LLC | 10,000 | $781.7K | 0.47% | −1,000−9.1% | Reduced |
| JBF Capital, Inc. | 10,000 | $781.7K | 0.13% | 00.0% | Unchanged |
| JustInvest LLC | 9,989 | $780.9K | 0.02% | −4,219−29.7% | Reduced |
| Cetera Investment Advisers | 9,854 | $770.2K | 0.00% | +9,854 | New |
| Mercer Global Advisors Inc | 9,832 | $769.0K | 0.00% | −223−2.2% | Reduced |
| Teza Capital Management LLC | 9,688 | $757.3K | 0.10% | −9,144−48.6% | Reduced |
| Cresset Asset Management, LLC | 9,437 | $737.8K | 0.00% | +432+4.8% | Added |
| Snowden Capital Advisors LLC | 9,125 | $713.3K | 0.02% | +744+8.9% | Added |
| MQS Management LLC | 8,996 | $703.2K | 0.40% | +8,996 | New |
| Parkside Financial Bank & Trust | 8,994 | $703.1K | 0.11% | −3,951−30.5% | Reduced |
| Quadrature Capital Ltd | 8,904 | $696.2K | 0.01% | −480−5.1% | Reduced |
| Russell Investments Group, Ltd. | 8,868 | $693.2K | 0.00% | −5,981−40.3% | Reduced |
| Securian Asset Management, Inc | 8,359 | $653.4K | 0.02% | −248−2.9% | Reduced |
| Deutsche Bank AG | 8,319 | $650.3K | 0.00% | +318+4.0% | Added |
| BNP Paribas Arbitrage, SA | 8,223 | $642.8K | 0.00% | +1,187+16.9% | Added |
| Detalus Advisors, LLC | 8,142 | $636.5K | 0.23% | −162−2.0% | Reduced |
| Smith, Moore & Co. | 8,114 | $634.2K | 0.07% | −1,732−17.6% | Reduced |
| Dark Forest Capital Management LP | 7,812 | $610.7K | 0.10% | +7,812 | New |
| Hancock Whitney Corp | 7,562 | $591.1K | 0.02% | +7,562 | New |
| Jane Street Group, LLC | 7,502 | $586.4K | 0.00% | −14,203−65.4% | Reduced |
| Maryland State Retirement & Pension System | 7,772 | $579.2K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 7,402 | $578.6K | 0.00% | −41,886−85.0% | Reduced |
| Concurrent Investment Advisors, LLC | 7,401 | $578.5K | 0.02% | +111+1.5% | Added |
| XTX Topco Ltd | 7,345 | $574.2K | 0.08% | +4,355+145.7% | Added |
| Jefferies Financial Group Inc. | 7,334 | $573.3K | 0.01% | +7,334 | New |
| Pitcairn Co | 7,218 | $564.2K | 0.04% | −124−1.7% | Reduced |
| Harbor Capital Advisors, Inc. | 7,142 | $558.0K | 0.07% | +7,142 | New |
| Omers Administration Corp | 7,100 | $555.0K | 0.01% | +7,100 | New |
| Crossmark Global Holdings, Inc. | 7,105 | $555.0K | 0.01% | −54−0.8% | Reduced |
| Ethic Inc. | 7,078 | $553.3K | 0.01% | +7,078 | New |
| Studio Investment Management LLC | 6,971 | $544.9K | 0.13% | +543+8.4% | Added |
| HighTower Advisors, LLC | 7,010 | $542.0K | 0.00% | +314+4.7% | Added |
| HSBC Holdings PLC | 6,801 | $531.3K | 0.00% | +55+0.8% | Added |
| Keeley-Teton Advisors, LLC | 6,686 | $522.6K | 0.06% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 6,633 | $518.5K | 0.03% | +16+0.2% | Added |
| Schonfeld Strategic Advisors LLC | 6,510 | $508.9K | 0.00% | −40,390−86.1% | Reduced |
| First National Advisers, LLC | 6,491 | $507.4K | 0.11% | +6,491 | New |
| Meritage Portfolio Management | 6,415 | $501.0K | 0.03% | −364−5.4% | Reduced |
| Tower Research Capital LLC (TRC) | 6,404 | $500.6K | 0.01% | −10,404−61.9% | Reduced |
| Allianz Asset Management GmbH | 6,271 | $490.2K | 0.00% | +800+14.6% | Added |
| Moody Aldrich Partners LLC | 6,129 | $479.1K | 0.08% | −32−0.5% | Reduced |
| Oppenheimer & Co Inc | 6,076 | $475.0K | 0.01% | +12+0.2% | Added |
| Northeast Investment Management | 6,050 | $472.9K | 0.02% | +6,050 | New |
| NJ State Employees Deferred Compensation Plan | 6,000 | $469.0K | 0.06% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 5,911 | $462.1K | 0.00% | +2,902+96.4% | Added |
| FORA Capital, LLC | 5,806 | $453.9K | 0.04% | +5,806 | New |
| Capstone Investment Advisors, LLC | 5,736 | $448.4K | 0.01% | +5,736 | New |
| Connable Office Inc | 5,655 | $442.1K | 0.05% | +24+0.4% | Added |
| Shell Asset Management Co | 5,123 | $431.0K | 0.02% | −503−8.9% | Reduced |
| Utah Retirement Systems | 5,500 | $429.9K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 5,425 | $424.1K | 0.02% | +229+4.4% | Added |
| Integrated Investment Consultants, LLC | 5,384 | $420.9K | 0.12% | −300−5.3% | Reduced |
| Fox Run Management, L.L.C. | 5,275 | $412.3K | 0.09% | +5,275 | New |
| ClearAlpha Technologies LP | 5,272 | $412.1K | 0.18% | +5,272 | New |
| Fulton Bank, N.A. | 5,175 | $404.5K | 0.02% | +366+7.6% | Added |
| Engineers Gate Manager LP | 5,141 | $401.9K | 0.01% | −7,215−58.4% | Reduced |
| Gsa Capital Partners LLP | 5,071 | $396.0K | 0.03% | −903−15.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,028 | $393.0K | 0.00% | +141+2.9% | Added |
| Qsemble Capital Management, LP | 5,009 | $391.6K | 0.09% | +5,009 | New |
| ProShare Advisors LLC | 4,975 | $388.9K | 0.00% | −390−7.3% | Reduced |
| Yorktown Management & Research Co Inc | 4,900 | $383.0K | 0.36% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,697 | $367.0K | 0.06% | −300−6.0% | Reduced |
| Shelton Capital Management | 4,650 | $363.5K | 0.01% | −141−2.9% | Reduced |
| CWM Advisors, LLC | 4,595 | $359.2K | 0.04% | −951−17.1% | Reduced |
| Panagora Asset Management Inc | 4,573 | $357.5K | 0.00% | −8,346−64.6% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 4,477 | $350.0K | 0.21% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 4,428 | $346.1K | 0.03% | +4,428 | New |
| Nisa Investment Advisors, LLC | 4,377 | $342.1K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,231 | $330.7K | 0.00% | +4,231 | New |
| Stratos Wealth Partners, LTD. | 4,093 | $320.0K | 0.01% | +17+0.4% | Added |
| CIBC Private Wealth Group, LLC | 4,125 | $318.8K | 0.00% | +256+6.6% | Added |
| Freestone Capital Holdings, LLC | 4,000 | $312.7K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,926 | $307.0K | 0.01% | +3,926 | New |
| Pearl River Capital, LLC | 3,910 | $305.6K | 0.05% | +3,910 | New |
| Baird Financial Group, Inc. | 3,900 | $304.9K | 0.00% | +102+2.7% | Added |
| Roberts Glore & Co Inc | 3,890 | $304.1K | 0.09% | −255−6.2% | Reduced |
| Covenant Partners, LLC | 3,872 | $302.7K | 0.09% | −105−2.6% | Reduced |
| Formidable Asset Management, LLC | 3,800 | $297.0K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 3,711 | $290.0K | 0.00% | −10−0.3% | Reduced |
| Kestra Advisory Services, LLC | 3,648 | $285.2K | 0.00% | +483+15.3% | Added |
| Boothbay Fund Management, LLC | 3,582 | $280.0K | 0.01% | +3,582 | New |
| Kapitalo Investimentos Ltda | 3,535 | $276.3K | 0.06% | +3,535 | New |
| South State Corp. | 3,500 | $273.6K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,478 | $271.9K | 0.00% | −212−5.7% | Reduced |
| Diametric Capital, LP | 3,462 | $270.6K | 0.15% | +3,462 | New |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $270.0K | 0.06% | 00.0% | Unchanged |
| Sapient Capital LLC | 3,404 | $266.1K | 0.01% | −379−10.0% | Reduced |
| Bridgefront Capital, LLC | 3,385 | $264.6K | 0.20% | +3,385 | New |