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 |
|---|---|---|---|---|---|
| Deerfield Management Company, L.P. (Series C) | 3,313 | $259.0K | 0.00% | +3,313 | New |
| Oak Thistle LLC | 3,277 | $256.2K | 0.23% | +3,277 | New |
| Trueblood Wealth Management, LLC | 3,234 | $252.8K | 0.14% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 3,217 | $251.5K | 0.02% | +3,217 | New |
| Rehmann Capital Advisory Group | 3,141 | $245.6K | 0.02% | +3,141 | New |
| Integrated Wealth Concepts LLC | 3,131 | $244.8K | 0.00% | +3,131 | New |
| Ci Investments Inc. | 3,107 | $243.0K | 0.00% | +693+28.7% | Added |
| HCR Wealth Advisors | 3,058 | $239.0K | 0.04% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 3,065 | $236.9K | 0.01% | +3,065 | New |
| HighPoint Advisor Group LLC | 2,853 | $236.0K | 0.02% | +32+1.1% | Added |
| Perigon Wealth Management, LLC | 2,965 | $231.8K | 0.01% | +2,965 | New |
| Profund Advisors LLC | 2,950 | $230.6K | 0.01% | +2,950 | New |
| Sciencast Management LP | 2,918 | $228.1K | 0.14% | −9,090−75.7% | Reduced |
| CIBC Asset Management Inc | 2,917 | $228.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,915 | $228.0K | 0.02% | +1,737+147.5% | Added |
| Northwestern Mutual Wealth Management Co | 2,899 | $226.6K | 0.00% | +10.0% | Added |
| Advisor Group Holdings, Inc. | 2,885 | $225.5K | 0.00% | −24,026−89.3% | Reduced |
| IFP Advisors, Inc | 2,873 | $224.6K | 0.01% | +805+38.9% | Added |
| MAI Capital Management | 2,867 | $224.1K | 0.00% | +2,867 | New |
| Private Advisor Group, LLC | 2,855 | $223.2K | 0.00% | +2,855 | New |
| Intrust Bank NA | 2,827 | $221.0K | 0.02% | +2,827 | New |
| Busey Wealth Management | 2,810 | $219.7K | 0.01% | +2,810 | New |
| Stephens Inc | 2,795 | $218.5K | 0.00% | +2,795 | New |
| Farther Finance Advisors, LLC | 2,777 | $214.6K | 0.01% | +2,597+1,442.8% | Added |
| Parallel Advisors, LLC | 2,704 | $211.4K | 0.01% | +10.0% | Added |
| US Asset Management LLC | 2,674 | $209.0K | 0.19% | +2,674 | New |
| AIA Group Ltd | 2,623 | $205.0K | 0.01% | −7,877−75.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,613 | $204.3K | 0.01% | +2,613 | New |
| Forum Financial Management, LP | 2,583 | $201.9K | 0.00% | +2,583 | 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 |
| Metis Global Partners, LLC | 2,566 | $200.6K | 0.01% | +2,566 | New |
| Icon Wealth Advisors, LLC | 2,400 | $187.6K | 0.02% | +186+8.4% | Added |
| Ronald Blue Trust, Inc. | 2,387 | $186.6K | 0.00% | +262+12.3% | Added |
| KBC Group NV | 2,272 | $178.0K | 0.00% | +508+28.8% | Added |
| Country Trust Bank | 2,250 | $175.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,132 | $166.7K | 0.01% | −1,316−38.2% | Reduced |
| Advisors Asset Management, Inc. | 1,873 | $146.4K | 0.00% | +1,873 | New |
| Quadrant Capital Group LLC | 1,815 | $141.9K | 0.01% | +43+2.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,525 | $119.2K | 0.01% | +1,525 | New |
| State of Wyoming | 1,448 | $113.2K | 0.02% | −94−6.1% | Reduced |
| DekaBank Deutsche Girozentrale | 1,489 | $113.0K | 0.00% | +1,489 | New |
| Principal Securities, Inc. | 1,427 | $111.5K | 0.00% | −10−0.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,374 | $107.5K | 0.07% | +8+0.6% | Added |
| Catalyst Funds Management Pty Ltd | 1,200 | $93.8K | 0.03% | +1,200 | New |
| Hilltop National Bank | 1,177 | $92.0K | 0.03% | +1,177 | New |
| Signaturefd, LLC | 1,092 | $85.4K | 0.00% | +62+6.0% | Added |
| Huntington National Bank | 866 | $67.7K | 0.00% | +159+22.5% | Added |
| Quarry LP | 797 | $62.3K | 0.03% | +797 | New |
| Bessemer Group Inc | 796 | $62.0K | 0.00% | +633+388.3% | Added |
| First Horizon Advisors, Inc. | 776 | $60.7K | 0.00% | +136+21.3% | Added |
| Rothschild Investment LLC | 765 | $59.8K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 750 | $58.6K | 0.05% | −10−1.3% | Reduced |
| Mather Group, LLC. | 842 | $58.2K | 0.00% | +842 | New |
| Park Place Capital Corp | 743 | $58.1K | 0.02% | −641−46.3% | Reduced |
| Nomura Asset Management Co Ltd | 730 | $57.1K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 695 | $54.3K | 0.00% | +695 | New |
| Umb Bank N A | 646 | $50.5K | 0.00% | +28+4.5% | Added |
| Proequities, Inc. | 619 | $48.4K | 0.00% | +14+2.3% | Added |
| Front Row Advisors LLC | 617 | $48.2K | 0.02% | +617 | New |
| Montag A & Associates Inc | 585 | $45.7K | 0.00% | −174−22.9% | Reduced |
| GWM Advisors LLC | 524 | $41.0K | 0.00% | −347−39.8% | Reduced |
| Altshuler Shaham Ltd | 445 | $34.8K | 0.00% | −219−33.0% | Reduced |
| Covestor Ltd | 426 | $33.0K | 0.02% | +106+33.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 425 | $32.8K | 0.00% | +425 | New |
| Lindbrook Capital, LLC | 408 | $31.9K | 0.00% | +24+6.3% | Added |
| Global Retirement Partners, LLC | 374 | $29.2K | 0.00% | +2+0.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 375 | $29.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 354 | $27.7K | 0.00% | +44+14.2% | Added |
| Salem Investment Counselors Inc | 350 | $27.4K | 0.00% | −100−22.2% | Reduced |
| Whittier Trust Co | 336 | $26.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 322 | $25.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 321 | $25.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 300 | $23.5K | 0.00% | +300 | New |
| GAMMA Investing LLC | 278 | $21.7K | 0.00% | +2+0.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 277 | $21.7K | 0.00% | +216+354.1% | Added |
| Rise Advisors, LLC | 266 | $20.8K | 0.01% | +266 | New |
| Riverview Trust Co | 225 | $17.6K | 0.01% | +225 | New |
| Planning Capital Management Corp | 224 | $17.5K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 198 | $15.5K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 187 | $14.6K | 0.01% | +187 | New |
| Allworth Financial LP | 180 | $14.1K | 0.00% | −23−11.3% | Reduced |
| Cornerstone Planning Group LLC | 163 | $13.3K | 0.00% | +3+1.9% | Added |
| Frazier Financial Advisors, LLC | 158 | $12.4K | 0.01% | +64+68.1% | Added |
| Central Trust Co | 149 | $11.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 147 | $11.5K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 136 | $10.6K | 0.01% | +136 | New |
| Manchester Capital Management LLC | 135 | $10.6K | 0.00% | −1−0.7% | Reduced |
| Creative Financial Designs Inc | 125 | $9.77K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 122 | $9.57K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 109 | $8.52K | 0.00% | +73+202.8% | Added |
| Massmutual Trust Co FSB | 105 | $8.21K | 0.00% | −48−31.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 100 | $7.82K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 91 | $7.11K | 0.00% | +14+18.2% | Added |
| JFS Wealth Advisors, LLC | 89 | $6.96K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 88 | $6.88K | 0.00% | +88 | New |
| Private Trust Co NA | 69 | $5.39K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 57 | $4.46K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 58 | $4.45K | 0.00% | +58 | New |
| 1832 Asset Management L.P. | 54 | $4.22K | 0.00% | +54 | New |