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, Q2 2024
Institutional positions in Stifel Financial Corp as of Jun 30, 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
- 436
- +5 vs. Q1 2024
- Shares held
- 87.3M
- +2.09M (+2.5%) vs. Q1 2024
- Total value
- $7.35B
- +$686.8M (+10.3%) vs. Q1 2024
- New holders
- 60
- 137 more added
- Sold out
- 55
- 159 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1 | $84 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $85 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 2 | $169 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 4 | $337 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 4 | $337 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 9 | $757 | 0.00% | +9 | New |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $1.18K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 16 | $1.35K | 0.00% | +16 | New |
| Plato Investment Management Ltd | 18 | $1.51K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 19 | $1.60K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 20 | $1.68K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $1.85K | 0.00% | +3+15.8% | Added |
| RFP Financial Group LLC | 24 | $2.02K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 25 | $2.10K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $2.10K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 27 | $2.27K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 27 | $2.27K | 0.00% | +27 | New |
| Prestige Wealth Management Group LLC | 28 | $2.36K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 32 | $2.69K | 0.00% | +32 | New |
| Carolinas Wealth Consulting LLC | 35 | $2.95K | 0.00% | −4−10.3% | Reduced |
| Valley National Advisers Inc | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 33 | $3.00K | 0.00% | +1+3.1% | Added |
| Private Wealth Management Group, LLC | 39 | $3.28K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 40 | $3.37K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 42 | $3.53K | 0.00% | −4−8.7% | Reduced |
| Innealta Capital, LLC | 49 | $4.12K | 0.00% | +49 | New |
| Sachetta, LLC | 49 | $4.30K | 0.00% | +10+25.6% | Added |
| LGT Financial Advisors LLC | 52 | $4.38K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 53 | $4.70K | 0.00% | +28+112.0% | Added |
| Bell Investment Advisors, Inc | 57 | $4.80K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 60 | $5.05K | 0.00% | +60 | New |
| Exchange Traded Concepts, LLC | 82 | $6.90K | 0.00% | +82 | New |
| Ruedi Wealth Management, Inc. | 86 | $7.24K | 0.00% | +86 | New |
| First Financial Corp | 88 | $7.41K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 89 | $7.49K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 90 | $7.57K | 0.00% | −1−1.1% | Reduced |
| Private Trust Co NA | 99 | $8.33K | 0.00% | +30+43.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 100 | $8.41K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 123 | $10.4K | 0.00% | +1+0.8% | Added |
| Creative Financial Designs Inc | 125 | $10.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 141 | $11.1K | 0.00% | −22−13.5% | Reduced |
| Manchester Capital Management LLC | 135 | $11.4K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 136 | $11.4K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 147 | $12.4K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 149 | $12.5K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 158 | $13.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 170 | $14.0K | 0.01% | −256−60.1% | Reduced |
| Massmutual Trust Co FSB | 177 | $14.9K | 0.00% | +72+68.6% | Added |
| Allworth Financial LP | 182 | $15.1K | 0.00% | +2+1.1% | Added |
| Sandy Spring Bank | 198 | $16.7K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 199 | $16.7K | 0.00% | +199 | New |
| Jones Financial Companies LLLP | 200 | $16.8K | 0.00% | +200 | New |
| GWM Advisors LLC | 202 | $17.0K | 0.00% | −322−61.5% | Reduced |
| Planning Capital Management Corp | 224 | $18.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 225 | $18.9K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 243 | $20.4K | 0.00% | +213+710.0% | Added |
| Bessemer Group Inc | 248 | $21.0K | 0.00% | −548−68.8% | Reduced |
| Rise Advisors, LLC | 268 | $22.5K | 0.01% | +2+0.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 277 | $23.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 295 | $23.8K | 0.00% | +237+408.6% | Added |
| Salem Investment Counselors Inc | 300 | $25.2K | 0.00% | −50−14.3% | Reduced |
| Brown Brothers Harriman & Co | 300 | $25.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 307 | $25.8K | 0.01% | +291+1,818.8% | Added |
| NBC Securities, Inc. | 322 | $27.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 321 | $27.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 336 | $28.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 354 | $29.8K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 375 | $32.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 386 | $32.5K | 0.00% | −22−5.4% | Reduced |
| GAMMA Investing LLC | 394 | $33.2K | 0.00% | +116+41.7% | Added |
| Quarry LP | 424 | $35.7K | 0.01% | −373−46.8% | Reduced |
| Park Place Capital Corp | 475 | $40.0K | 0.01% | −268−36.1% | Reduced |
| Farther Finance Advisors, LLC | 484 | $40.6K | 0.00% | −2,293−82.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 576 | $48.5K | 0.00% | +151+35.5% | Added |
| Montag A & Associates Inc | 585 | $49.2K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 597 | $50.2K | 0.00% | −22−3.6% | Reduced |
| Front Row Advisors LLC | 599 | $50.4K | 0.02% | −18−2.9% | Reduced |
| Umb Bank N A | 637 | $53.6K | 0.00% | −9−1.4% | Reduced |
| Venturi Wealth Management, LLC | 673 | $56.6K | 0.00% | +564+517.4% | Added |
| Huntington National Bank | 686 | $57.7K | 0.00% | −180−20.8% | Reduced |
| First Horizon Advisors, Inc. | 728 | $61.3K | 0.00% | −48−6.2% | Reduced |
| Nomura Asset Management Co Ltd | 730 | $61.4K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 736 | $61.9K | 0.05% | −14−1.9% | Reduced |
| Rothschild Investment LLC | 765 | $64.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 842 | $65.8K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 816 | $68.7K | 0.00% | −709−46.5% | Reduced |
| Signaturefd, LLC | 1,000 | $84.2K | 0.00% | −92−8.4% | Reduced |
| Global Retirement Partners, LLC | 1,055 | $88.8K | 0.00% | +681+182.1% | Added |
| Hilltop National Bank | 1,250 | $105.2K | 0.03% | +73+6.2% | Added |
| Walleye Trading LLC | 1,290 | $108.6K | 0.00% | +1,290 | New |
| Northwestern Mutual Wealth Management Co | 1,325 | $111.5K | 0.00% | −1,574−54.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,382 | $116.3K | 0.07% | +8+0.6% | Added |
| DekaBank Deutsche Girozentrale | 1,489 | $120.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,627 | $136.9K | 0.02% | +179+12.4% | Added |
| Principal Securities, Inc. | 1,648 | $138.7K | 0.00% | +221+15.5% | Added |
| Quadrant Capital Group LLC | 1,806 | $152.0K | 0.01% | −9−0.5% | Reduced |
| South State Corp. | 2,000 | $168.3K | 0.01% | −1,500−42.9% | Reduced |
| Johnson Financial Group, Inc. | 2,029 | $170.7K | 0.01% | +2,029 | New |