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 |
|---|---|---|---|---|---|
| Ethic Inc. | 6,791 | $571.5K | 0.01% | −287−4.1% | Reduced |
| Intech Investment Management LLC | 6,848 | $576.3K | 0.01% | +6,848 | New |
| Studio Investment Management LLC | 7,011 | $590.0K | 0.13% | +40+0.6% | Added |
| First National Advisers, LLC | 7,125 | $599.6K | 0.11% | +634+9.8% | Added |
| Capital CS Group, LLC | 7,302 | $614.5K | 0.71% | +7,302 | New |
| Hancock Whitney Corp | 7,409 | $623.5K | 0.02% | −153−2.0% | Reduced |
| Concurrent Investment Advisors, LLC | 7,479 | $629.4K | 0.02% | +78+1.1% | Added |
| BNP Paribas Arbitrage, SA | 7,758 | $652.8K | 0.00% | −465−5.7% | Reduced |
| Maryland State Retirement & Pension System | 7,772 | $654.0K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 7,966 | $670.3K | 0.00% | −353−4.2% | Reduced |
| HighTower Advisors, LLC | 7,958 | $673.0K | 0.00% | +948+13.5% | Added |
| Pitcairn Co | 8,034 | $676.1K | 0.04% | +816+11.3% | Added |
| Great Lakes Advisors, LLC | 8,107 | $682.2K | 0.01% | −59,183−88.0% | Reduced |
| Detalus Advisors, LLC | 8,142 | $685.1K | 0.23% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 8,171 | $687.6K | 0.02% | −188−2.2% | Reduced |
| Ronald Blue Trust, Inc. | 8,798 | $687.7K | 0.01% | +6,411+268.6% | Added |
| Snowden Capital Advisors LLC | 8,604 | $724.0K | 0.02% | −521−5.7% | Reduced |
| HSBC Holdings PLC | 9,035 | $757.5K | 0.00% | +2,234+32.8% | Added |
| Cetera Investment Advisers | 9,772 | $822.4K | 0.00% | −82−0.8% | Reduced |
| Clark Capital Management Group, Inc. | 9,969 | $838.9K | 0.01% | +9,969 | New |
| JBF Capital, Inc. | 10,000 | $841.5K | 0.13% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,116 | $851.2K | 0.00% | +284+2.9% | Added |
| Avantax Advisory Services, Inc. | 10,379 | $873.4K | 0.01% | +10,379 | New |
| Neuberger Berman Group LLC | 10,563 | $888.9K | 0.00% | +166+1.6% | Added |
| Cresset Asset Management, LLC | 10,801 | $908.9K | 0.00% | +1,364+14.5% | Added |
| Public Employees Retirement Association of Colorado | 10,875 | $915.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 11,095 | $933.6K | 0.01% | −1,272−10.3% | Reduced |
| JustInvest LLC | 11,735 | $987.5K | 0.02% | +1,746+17.5% | Added |
| Coldstream Capital Management Inc | 11,771 | $990.5K | 0.02% | +27+0.2% | Added |
| Gator Capital Management, LLC | 12,000 | $1.01M | 0.51% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 12,005 | $1.01M | 0.01% | +12,005 | New |
| Russell Investments Group, Ltd. | 12,348 | $1.04M | 0.00% | +3,480+39.2% | Added |
| Moneta Group Investment Advisors LLC | 12,379 | $1.04M | 0.02% | −128−1.0% | Reduced |
| Tributary Capital Management, LLC | 12,477 | $1.05M | 0.09% | −125−1.0% | Reduced |
| First Hawaiian Bank | 12,644 | $1.06M | 0.04% | −40−0.3% | Reduced |
| National Asset Management, Inc. | 12,700 | $1.07M | 0.03% | −1,181−8.5% | Reduced |
| Pictet Asset Management Holding SA | 13,132 | $1.11M | 0.00% | +429+3.4% | Added |
| Brown Advisory Inc | 13,342 | $1.12M | 0.00% | +27+0.2% | Added |
| O'Shaughnessy Asset Management, LLC | 13,830 | $1.16M | 0.01% | +3,603+35.2% | Added |
| Bridgewater Associates, LP | 13,964 | $1.18M | 0.01% | +13,964 | New |
| Voya Investment Management LLC | 13,994 | $1.18M | 0.00% | +926+7.1% | Added |
| XTX Topco Ltd | 14,821 | $1.25M | 0.11% | +7,476+101.8% | Added |
| Creative Planning | 14,891 | $1.25M | 0.00% | +1,335+9.8% | Added |
| Quantum Private Wealth, LLC | 14,901 | $1.25M | 0.44% | −6,522−30.4% | Reduced |
| QRG Capital Management, Inc. | 15,597 | $1.31M | 0.02% | +94+0.6% | Added |
| Tanaka Capital Management Inc | 15,811 | $1.33M | 3.15% | −90−0.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 15,964 | $1.34M | 0.22% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 16,505 | $1.38M | 0.02% | +16,505 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,841 | $1.42M | 0.00% | −3,682−17.9% | Reduced |
| State of Tennessee, Treasury Department | 17,000 | $1.43M | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 17,454 | $1.47M | 0.02% | +429+2.5% | Added |
| EFG Asset Management (North America) Corp. | 17,828 | $1.50M | 0.26% | +84+0.5% | Added |
| Federation des caisses Desjardins du Quebec | 18,002 | $1.51M | 0.01% | −820−4.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 18,188 | $1.53M | 0.01% | +1,024+6.0% | Added |
| SG Americas Securities, LLC | 18,337 | $1.54M | 0.01% | +18,337 | New |
| Citigroup Inc | 18,773 | $1.58M | 0.00% | +2,681+16.7% | Added |
| Fifth Third Bancorp | 19,216 | $1.62M | 0.01% | −417−2.1% | Reduced |
| Handelsbanken Fonder AB | 19,232 | $1.62M | 0.01% | +3,700+23.8% | Added |
| Pacer Advisors, Inc. | 19,280 | $1.62M | 0.00% | +3,865+25.1% | Added |
| Wedge Capital Management L L P | 19,679 | $1.66M | 0.03% | −50−0.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 19,789 | $1.67M | 0.36% | +7,596+62.3% | Added |
| GYL Financial Synergies, LLC | 20,318 | $1.71M | 0.13% | +17,101+531.6% | Added |
| Prescott Group Capital Management, L.L.C. | 20,326 | $1.71M | 0.27% | 00.0% | Unchanged |
| Commerce Bank | 20,578 | $1.73M | 0.01% | −289−1.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 20,598 | $1.73M | 0.11% | −18,425−47.2% | Reduced |
| Danske Bank A/S | 20,630 | $1.74M | 0.01% | −3,913−15.9% | Reduced |
| AMG National Trust Bank | 21,134 | $1.78M | 0.05% | −62−0.3% | Reduced |
| Atria Investments LLC | 21,185 | $1.78M | 0.02% | +208+1.0% | Added |
| Oregon Public Employees Retirement Fund | 21,244 | $1.79M | 0.04% | −4,000−15.8% | Reduced |
| New Mexico Educational Retirement Board | 21,500 | $1.81M | 0.06% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 22,667 | $1.91M | 0.15% | −712−3.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,709 | $1.91M | 0.01% | +146+0.6% | Added |
| Delphi Management Inc | 22,778 | $1.92M | 1.56% | +176+0.8% | Added |
| The PNC Financial Services Group, Inc. | 22,791 | $1.92M | 0.00% | −1,620−6.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,837 | $1.92M | 0.02% | +145+0.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,867 | $1.92M | 0.05% | +117+0.5% | Added |
| Alaska Permanent Fund Corp | 21,720 | $1.93M | 0.03% | −10,299−32.2% | Reduced |
| Mackenzie Financial Corp | 23,176 | $1.95M | 0.00% | +23,176 | New |
| Clayton Financial Group LLC | 25,012 | $1.96M | 0.85% | 00.0% | Unchanged |
| TD Asset Management Inc | 23,800 | $2.00M | 0.00% | +3,400+16.7% | Added |
| State of Michigan Retirement System | 24,687 | $2.08M | 0.01% | −400−1.6% | Reduced |
| Assetmark, Inc | 24,751 | $2.08M | 0.01% | +5,593+29.2% | Added |
| Squarepoint Ops LLC | 25,502 | $2.15M | 0.01% | +3,116+13.9% | Added |
| Palisades Investment Partners, LLC | 25,565 | $2.15M | 1.07% | +25,565 | New |
| Harbor Capital Advisors, Inc. | 26,433 | $2.22M | 0.17% | +19,291+270.1% | Added |
| Boston Partners | 27,221 | $2.29M | 0.00% | −1,580−5.5% | Reduced |
| MML Investors Services, LLC | 27,701 | $2.33M | 0.01% | −1,500−5.1% | Reduced |
| Sit Investment Associates Inc | 28,325 | $2.38M | 0.05% | −2,900−9.3% | Reduced |
| Arizona State Retirement System | 28,777 | $2.42M | 0.02% | +746+2.7% | Added |
| Louisiana State Employees Retirement System | 29,000 | $2.44M | 0.05% | −400−1.4% | Reduced |
| Illinois Municipal Retirement Fund | 29,437 | $2.48M | 0.04% | 00.0% | Unchanged |
| Captrust Financial Advisors | 29,533 | $2.49M | 0.01% | −683−2.3% | Reduced |
| Ensign Peak Advisors, Inc | 30,056 | $2.53M | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 31,113 | $2.62M | 0.05% | +8,091+35.1% | Added |
| Mariner, LLC | 32,226 | $2.71M | 0.01% | −526−1.6% | Reduced |
| State of New Jersey Common Pension Fund D | 32,387 | $2.73M | 0.01% | −20,463−38.7% | Reduced |
| Cerity Partners LLC | 32,688 | $2.75M | 0.01% | −5,947−15.4% | Reduced |
| Regions Financial Corp | 33,058 | $2.78M | 0.02% | −529−1.6% | Reduced |
| Man Group plc | 33,265 | $2.80M | 0.01% | −2,085−5.9% | Reduced |
| First National Bank of Omaha | 35,570 | $2.99M | 0.20% | +1,830+5.4% | Added |