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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 2,132 | $179.4K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 2,250 | $189.3K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 2,350 | $197.8K | 0.02% | +2,350 | New |
| Kapitalo Investimentos Ltda | 2,403 | $202.2K | 0.06% | −1,132−32.0% | Reduced |
| M&T Bank Corp | 2,416 | $203.3K | 0.00% | −156−6.1% | Reduced |
| Financial Counselors Inc | 2,433 | $204.7K | 0.00% | +2,433 | New |
| Fox Run Management, L.L.C. | 2,450 | $206.2K | 0.04% | −2,825−53.6% | Reduced |
| Origin Asset Management LLP | 2,460 | $207.0K | 0.05% | +2,460 | New |
| Rafferty Asset Management, LLC | 2,528 | $212.7K | 0.00% | +2,528 | New |
| Greenleaf Trust | 2,546 | $214.2K | 0.00% | +2,546 | New |
| Synovus Financial Corp | 2,550 | $214.6K | 0.00% | +2,550 | New |
| KBC Group NV | 2,560 | $215.0K | 0.00% | +288+12.7% | Added |
| Metis Global Partners, LLC | 2,566 | $215.9K | 0.01% | 00.0% | Unchanged |
| Adviser Investments LLC | 2,572 | $216.4K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 2,578 | $216.9K | 0.01% | +2,578 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,581 | $217.2K | 0.01% | −32−1.2% | Reduced |
| Vident Advisory, LLC | 2,590 | $218.0K | 0.01% | +2,590 | New |
| Forum Financial Management, LP | 2,598 | $218.6K | 0.00% | +15+0.6% | Added |
| CIBC Private Wealth Group, LLC | 2,712 | $220.3K | 0.00% | −1,413−34.3% | Reduced |
| Peapack Gladstone Financial Corp | 2,649 | $223.0K | 0.00% | +2,649 | New |
| Profund Advisors LLC | 2,656 | $223.5K | 0.01% | −294−10.0% | Reduced |
| US Asset Management LLC | 2,657 | $224.0K | 0.20% | −17−0.6% | Reduced |
| ETF Store, Inc. | 2,672 | $224.8K | 0.23% | +2,672 | New |
| Veriti Management LLC | 2,687 | $226.1K | 0.01% | +2,687 | New |
| Parallel Advisors, LLC | 2,708 | $227.9K | 0.01% | +4+0.1% | Added |
| Journey Strategic Wealth LLC | 2,780 | $233.9K | 0.01% | +2,780 | New |
| Stephens Inc | 2,795 | $235.2K | 0.00% | 00.0% | Unchanged |
| Busey Wealth Management | 2,810 | $236.5K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 2,827 | $237.9K | 0.00% | −40−1.4% | Reduced |
| IFP Advisors, Inc | 2,840 | $239.0K | 0.01% | −33−1.1% | Reduced |
| Worldquant Millennium Advisors LLC | 2,846 | $239.5K | 0.00% | +2,846 | New |
| Clearstead Advisors, LLC | 2,893 | $243.4K | 0.00% | +2,893 | New |
| Harvest Fund Management Co., Ltd | 2,915 | $245.0K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,911 | $245.0K | 0.00% | +56+2.0% | Added |
| CIBC Asset Management Inc | 2,917 | $245.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,933 | $246.8K | 0.00% | −3,471−54.2% | Reduced |
| Ci Investments Inc. | 2,960 | $249.0K | 0.00% | −147−4.7% | Reduced |
| Intrust Bank NA | 2,984 | $251.1K | 0.03% | +157+5.6% | Added |
| Trueblood Wealth Management, LLC | 3,034 | $255.3K | 0.14% | −200−6.2% | Reduced |
| HighPoint Advisor Group LLC | 2,924 | $257.0K | 0.02% | +71+2.5% | Added |
| HCR Wealth Advisors | 3,058 | $257.3K | 0.04% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 3,153 | $258.0K | 0.01% | +88+2.9% | Added |
| Rehmann Capital Advisory Group | 3,083 | $259.5K | 0.02% | −58−1.8% | Reduced |
| Integrated Wealth Concepts LLC | 3,139 | $264.1K | 0.00% | +8+0.3% | Added |
| nVerses Capital, LLC | 3,200 | $269.3K | 0.16% | +3,200 | New |
| Kovitz Investment Group Partners, LLC | 3,205 | $270.1K | 0.00% | +3,205 | New |
| Kestra Advisory Services, LLC | 3,210 | $270.1K | 0.00% | −438−12.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,311 | $278.6K | 0.02% | +3,311 | New |
| Advisors Asset Management, Inc. | 3,318 | $279.2K | 0.01% | +1,445+77.1% | Added |
| Two Sigma Advisers, LP | 3,400 | $286.1K | 0.00% | −7,500−68.8% | Reduced |
| Sapient Capital LLC | 3,404 | $286.4K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,410 | $287.0K | 0.00% | +3,410 | New |
| Perigon Wealth Management, LLC | 3,444 | $289.8K | 0.01% | +479+16.2% | Added |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $290.0K | 0.06% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,498 | $294.4K | 0.02% | +3,498 | New |
| Raymond James Financial Services Advisors, Inc. | 3,631 | $305.6K | 0.00% | +3,631 | New |
| Roberts Glore & Co Inc | 3,690 | $310.5K | 0.09% | −200−5.1% | Reduced |
| Formidable Asset Management, LLC | 3,700 | $311.4K | 0.05% | −100−2.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,709 | $312.1K | 0.08% | +3,709 | New |
| CWM, LLC | 3,795 | $319.0K | 0.00% | +84+2.3% | Added |
| Covenant Partners, LLC | 3,872 | $325.8K | 0.10% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,876 | $326.0K | 0.01% | −50−1.3% | Reduced |
| Baird Financial Group, Inc. | 3,900 | $328.2K | 0.00% | 00.0% | Unchanged |
| TAP Consulting, LLC | 3,912 | $329.2K | 0.07% | +3,912 | New |
| Nisa Investment Advisors, LLC | 3,977 | $334.7K | 0.00% | −400−9.1% | Reduced |
| Freestone Capital Holdings, LLC | 4,000 | $336.6K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,038 | $339.6K | 0.00% | +1,153+40.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,041 | $340.1K | 0.00% | +4,041 | New |
| United Capital Financial Advisers, LLC | 4,044 | $340.3K | 0.00% | +566+16.3% | Added |
| Stratos Wealth Partners, LTD. | 4,110 | $345.9K | 0.01% | +17+0.4% | Added |
| CWM Advisors, LLC | 4,185 | $352.2K | 0.04% | −410−8.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 4,365 | $367.3K | 0.13% | +4,365 | New |
| Shelton Capital Management | 4,406 | $370.8K | 0.01% | −244−5.2% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 4,477 | $376.7K | 0.21% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 4,554 | $383.2K | 0.00% | −19−0.4% | Reduced |
| Capstone Investment Advisors, LLC | 4,626 | $389.3K | 0.01% | −1,110−19.4% | Reduced |
| Resources Investment Advisors, LLC. | 4,788 | $402.9K | 0.01% | +4,788 | New |
| ProShare Advisors LLC | 4,832 | $406.6K | 0.00% | −143−2.9% | Reduced |
| Yorktown Management & Research Co Inc | 4,900 | $412.3K | 0.44% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 4,912 | $413.4K | 0.01% | −3,992−44.8% | Reduced |
| Parkside Financial Bank & Trust | 4,978 | $418.9K | 0.07% | −4,016−44.7% | Reduced |
| Integrated Investment Consultants, LLC | 5,384 | $420.9K | 0.12% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 5,031 | $423.4K | 0.02% | −144−2.8% | Reduced |
| Northeast Investment Management | 5,033 | $423.5K | 0.02% | −1,017−16.8% | Reduced |
| Smith, Moore & Co. | 5,152 | $433.5K | 0.04% | −2,962−36.5% | Reduced |
| Utah Retirement Systems | 5,300 | $446.0K | 0.01% | −200−3.6% | Reduced |
| Connable Office Inc | 5,401 | $454.5K | 0.05% | −254−4.5% | Reduced |
| Inceptionr LLC | 5,493 | $462.2K | 0.13% | +5,493 | New |
| NorthRock Partners, LLC | 5,559 | $467.8K | 0.02% | +134+2.5% | Added |
| Oppenheimer & Co Inc | 5,650 | $475.4K | 0.01% | −426−7.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 6,000 | $504.9K | 0.06% | 00.0% | Unchanged |
| FORA Capital, LLC | 6,021 | $506.7K | 0.06% | +215+3.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,093 | $512.7K | 0.00% | +1,065+21.2% | Added |
| Moody Aldrich Partners LLC | 6,125 | $515.4K | 0.10% | −4−0.1% | Reduced |
| Crossmark Global Holdings, Inc. | 6,265 | $527.0K | 0.01% | −840−11.8% | Reduced |
| Allianz Asset Management GmbH | 6,283 | $528.7K | 0.00% | +12+0.2% | Added |
| Meritage Portfolio Management | 6,409 | $539.0K | 0.03% | −6−0.1% | Reduced |
| CI Private Wealth, LLC | 6,612 | $556.4K | 0.00% | +701+11.9% | Added |
| Cornerstone Investment Partners, LLC | 6,673 | $561.5K | 0.03% | +40+0.6% | Added |
| Keeley-Teton Advisors, LLC | 6,686 | $562.6K | 0.07% | 00.0% | Unchanged |