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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 12,700 | $1.07M | 0.03% | −1,181−8.5% | Reduced |
| First Hawaiian Bank | 12,644 | $1.06M | 0.04% | −40−0.3% | Reduced |
| Tributary Capital Management, LLC | 12,477 | $1.05M | 0.09% | −125−1.0% | Reduced |
| Moneta Group Investment Advisors LLC | 12,379 | $1.04M | 0.02% | −128−1.0% | Reduced |
| Russell Investments Group, Ltd. | 12,348 | $1.04M | 0.00% | +3,480+39.2% | Added |
| New York Life Investment Management LLC | 12,005 | $1.01M | 0.01% | +12,005 | New |
| Gator Capital Management, LLC | 12,000 | $1.01M | 0.51% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 11,771 | $990.5K | 0.02% | +27+0.2% | Added |
| JustInvest LLC | 11,735 | $987.5K | 0.02% | +1,746+17.5% | Added |
| Xponance, Inc. | 11,095 | $933.6K | 0.01% | −1,272−10.3% | Reduced |
| Public Employees Retirement Association of Colorado | 10,875 | $915.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 10,801 | $908.9K | 0.00% | +1,364+14.5% | Added |
| Neuberger Berman Group LLC | 10,563 | $888.9K | 0.00% | +166+1.6% | Added |
| Avantax Advisory Services, Inc. | 10,379 | $873.4K | 0.01% | +10,379 | New |
| Mercer Global Advisors Inc | 10,116 | $851.2K | 0.00% | +284+2.9% | Added |
| JBF Capital, Inc. | 10,000 | $841.5K | 0.13% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 9,969 | $838.9K | 0.01% | +9,969 | New |
| Cetera Investment Advisers | 9,772 | $822.4K | 0.00% | −82−0.8% | Reduced |
| HSBC Holdings PLC | 9,035 | $757.5K | 0.00% | +2,234+32.8% | Added |
| Snowden Capital Advisors LLC | 8,604 | $724.0K | 0.02% | −521−5.7% | Reduced |
| Ronald Blue Trust, Inc. | 8,798 | $687.7K | 0.01% | +6,411+268.6% | Added |
| Securian Asset Management, Inc | 8,171 | $687.6K | 0.02% | −188−2.2% | Reduced |
| Detalus Advisors, LLC | 8,142 | $685.1K | 0.23% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 8,107 | $682.2K | 0.01% | −59,183−88.0% | Reduced |
| Pitcairn Co | 8,034 | $676.1K | 0.04% | +816+11.3% | Added |
| HighTower Advisors, LLC | 7,958 | $673.0K | 0.00% | +948+13.5% | Added |
| Deutsche Bank AG | 7,966 | $670.3K | 0.00% | −353−4.2% | Reduced |
| Maryland State Retirement & Pension System | 7,772 | $654.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,758 | $652.8K | 0.00% | −465−5.7% | Reduced |
| Concurrent Investment Advisors, LLC | 7,479 | $629.4K | 0.02% | +78+1.1% | Added |
| Hancock Whitney Corp | 7,409 | $623.5K | 0.02% | −153−2.0% | Reduced |
| Capital CS Group, LLC | 7,302 | $614.5K | 0.71% | +7,302 | New |
| First National Advisers, LLC | 7,125 | $599.6K | 0.11% | +634+9.8% | Added |
| Studio Investment Management LLC | 7,011 | $590.0K | 0.13% | +40+0.6% | Added |
| Intech Investment Management LLC | 6,848 | $576.3K | 0.01% | +6,848 | New |
| Ethic Inc. | 6,791 | $571.5K | 0.01% | −287−4.1% | Reduced |
| Keeley-Teton Advisors, LLC | 6,686 | $562.6K | 0.07% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 6,673 | $561.5K | 0.03% | +40+0.6% | Added |
| CI Private Wealth, LLC | 6,612 | $556.4K | 0.00% | +701+11.9% | Added |
| Meritage Portfolio Management | 6,409 | $539.0K | 0.03% | −6−0.1% | Reduced |
| Allianz Asset Management GmbH | 6,283 | $528.7K | 0.00% | +12+0.2% | Added |
| Crossmark Global Holdings, Inc. | 6,265 | $527.0K | 0.01% | −840−11.8% | Reduced |
| Moody Aldrich Partners LLC | 6,125 | $515.4K | 0.10% | −4−0.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,093 | $512.7K | 0.00% | +1,065+21.2% | Added |
| FORA Capital, LLC | 6,021 | $506.7K | 0.06% | +215+3.7% | Added |
| NJ State Employees Deferred Compensation Plan | 6,000 | $504.9K | 0.06% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 5,650 | $475.4K | 0.01% | −426−7.0% | Reduced |
| NorthRock Partners, LLC | 5,559 | $467.8K | 0.02% | +134+2.5% | Added |
| Inceptionr LLC | 5,493 | $462.2K | 0.13% | +5,493 | New |
| Connable Office Inc | 5,401 | $454.5K | 0.05% | −254−4.5% | Reduced |
| Utah Retirement Systems | 5,300 | $446.0K | 0.01% | −200−3.6% | Reduced |
| Smith, Moore & Co. | 5,152 | $433.5K | 0.04% | −2,962−36.5% | Reduced |
| Northeast Investment Management | 5,033 | $423.5K | 0.02% | −1,017−16.8% | Reduced |
| Fulton Bank, N.A. | 5,031 | $423.4K | 0.02% | −144−2.8% | Reduced |
| Integrated Investment Consultants, LLC | 5,384 | $420.9K | 0.12% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,978 | $418.9K | 0.07% | −4,016−44.7% | Reduced |
| Quadrature Capital Ltd | 4,912 | $413.4K | 0.01% | −3,992−44.8% | Reduced |
| Yorktown Management & Research Co Inc | 4,900 | $412.3K | 0.44% | 00.0% | Unchanged |
| ProShare Advisors LLC | 4,832 | $406.6K | 0.00% | −143−2.9% | Reduced |
| Resources Investment Advisors, LLC. | 4,788 | $402.9K | 0.01% | +4,788 | New |
| Capstone Investment Advisors, LLC | 4,626 | $389.3K | 0.01% | −1,110−19.4% | Reduced |
| Panagora Asset Management Inc | 4,554 | $383.2K | 0.00% | −19−0.4% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 4,477 | $376.7K | 0.21% | 00.0% | Unchanged |
| Shelton Capital Management | 4,406 | $370.8K | 0.01% | −244−5.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 4,365 | $367.3K | 0.13% | +4,365 | New |
| CWM Advisors, LLC | 4,185 | $352.2K | 0.04% | −410−8.9% | Reduced |
| Stratos Wealth Partners, LTD. | 4,110 | $345.9K | 0.01% | +17+0.4% | Added |
| United Capital Financial Advisers, LLC | 4,044 | $340.3K | 0.00% | +566+16.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,041 | $340.1K | 0.00% | +4,041 | New |
| Advisor Group Holdings, Inc. | 4,038 | $339.6K | 0.00% | +1,153+40.0% | Added |
| Freestone Capital Holdings, LLC | 4,000 | $336.6K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,977 | $334.7K | 0.00% | −400−9.1% | Reduced |
| TAP Consulting, LLC | 3,912 | $329.2K | 0.07% | +3,912 | New |
| Baird Financial Group, Inc. | 3,900 | $328.2K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,876 | $326.0K | 0.01% | −50−1.3% | Reduced |
| Covenant Partners, LLC | 3,872 | $325.8K | 0.10% | 00.0% | Unchanged |
| CWM, LLC | 3,795 | $319.0K | 0.00% | +84+2.3% | Added |
| Legacy Capital Wealth Partners, LLC | 3,709 | $312.1K | 0.08% | +3,709 | New |
| Formidable Asset Management, LLC | 3,700 | $311.4K | 0.05% | −100−2.6% | Reduced |
| Roberts Glore & Co Inc | 3,690 | $310.5K | 0.09% | −200−5.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,631 | $305.6K | 0.00% | +3,631 | New |
| Fifth Third Wealth Advisors LLC | 3,498 | $294.4K | 0.02% | +3,498 | New |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $290.0K | 0.06% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,444 | $289.8K | 0.01% | +479+16.2% | Added |
| Toroso Investments, LLC | 3,410 | $287.0K | 0.00% | +3,410 | New |
| Sapient Capital LLC | 3,404 | $286.4K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 3,400 | $286.1K | 0.00% | −7,500−68.8% | Reduced |
| Advisors Asset Management, Inc. | 3,318 | $279.2K | 0.01% | +1,445+77.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,311 | $278.6K | 0.02% | +3,311 | New |
| Kestra Advisory Services, LLC | 3,210 | $270.1K | 0.00% | −438−12.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,205 | $270.1K | 0.00% | +3,205 | New |
| nVerses Capital, LLC | 3,200 | $269.3K | 0.16% | +3,200 | New |
| Integrated Wealth Concepts LLC | 3,139 | $264.1K | 0.00% | +8+0.3% | Added |
| Rehmann Capital Advisory Group | 3,083 | $259.5K | 0.02% | −58−1.8% | Reduced |
| Diversify Advisory Services, LLC | 3,153 | $258.0K | 0.01% | +88+2.9% | Added |
| HCR Wealth Advisors | 3,058 | $257.3K | 0.04% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 2,924 | $257.0K | 0.02% | +71+2.5% | Added |
| Trueblood Wealth Management, LLC | 3,034 | $255.3K | 0.14% | −200−6.2% | Reduced |
| Intrust Bank NA | 2,984 | $251.1K | 0.03% | +157+5.6% | Added |
| Ci Investments Inc. | 2,960 | $249.0K | 0.00% | −147−4.7% | Reduced |