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 |
|---|---|---|---|---|---|
| LGT Financial Advisors LLC | 52 | $4.07K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 48 | $3.75K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 46 | $3.60K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 40 | $3.13K | 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 |
| Valley National Advisers Inc | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 39 | $2.70K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 30 | $2.35K | 0.00% | +30 | New |
| SRS Capital Advisors, Inc. | 30 | $2.33K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $2.19K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 27 | $2.11K | 0.00% | +10+58.8% | Added |
| EverSource Wealth Advisors, LLC | 25 | $2.00K | 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 |
| RFP Financial Group LLC | 24 | $1.88K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 19 | $1.58K | 0.00% | +19 | New |
| Raleigh Capital Management Inc. | 20 | $1.56K | 0.00% | +15+300.0% | Added |
| DiNuzzo Private Wealth, Inc. | 19 | $1.49K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 18 | $1.41K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $1.33K | 0.00% | −4−19.0% | Reduced |
| Versant Capital Management, Inc | 16 | $1.25K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $1.09K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 13 | $1.02K | 0.00% | +13 | New |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 7 | $547 | 0.00% | −7,163−99.9% | Reduced |
| Tfo-TDC, LLC | 6 | $469 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 5 | $394 | 0.00% | −1,391−99.6% | Reduced |
| WR Wealth Planners, LLC | 4 | $313 | 0.00% | +4 | New |
| Bokf, NA | 4 | $309 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $157 | 0.00% | +2 | New |
| Clear Street Markets LLC | 2 | $0 | 0.00% | +2 | New |
| Interval Partners, LP | 0 | $0 | 0.00% | −121,181−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −56,206−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −43,558−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −35,880−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −12,709−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −8,778−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −7,909−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −7,198−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −5,776−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −5,511−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −5,134−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,605−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| CBOE Vest Financial, LLC | 0 | $0 | 0.00% | −3,582−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −3,365−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −3,063−100.0% | Sold out |
| Visionary Wealth Advisors | 0 | $0 | 0.00% | −3,254−100.0% | Sold out |
| Everpar Advisors LLC | 0 | $0 | 0.00% | −3,219−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −2,906−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,309−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,694−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Smith, Graham & Co., Investment Advisors, LP | – | – | – | – | Not filed |
| DFPG Investments, LLC | – | – | – | – | Not filed |