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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 2,933 | $246.8K | 0.00% | −3,471−54.2% | Reduced |
| CIBC Asset Management Inc | 2,917 | $245.5K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,911 | $245.0K | 0.00% | +56+2.0% | Added |
| Harvest Fund Management Co., Ltd | 2,915 | $245.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,893 | $243.4K | 0.00% | +2,893 | New |
| Worldquant Millennium Advisors LLC | 2,846 | $239.5K | 0.00% | +2,846 | New |
| IFP Advisors, Inc | 2,840 | $239.0K | 0.01% | −33−1.1% | Reduced |
| MAI Capital Management | 2,827 | $237.9K | 0.00% | −40−1.4% | Reduced |
| Busey Wealth Management | 2,810 | $236.5K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 2,795 | $235.2K | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,780 | $233.9K | 0.01% | +2,780 | New |
| Parallel Advisors, LLC | 2,708 | $227.9K | 0.01% | +4+0.1% | Added |
| Veriti Management LLC | 2,687 | $226.1K | 0.01% | +2,687 | New |
| ETF Store, Inc. | 2,672 | $224.8K | 0.23% | +2,672 | New |
| US Asset Management LLC | 2,657 | $224.0K | 0.20% | −17−0.6% | Reduced |
| Profund Advisors LLC | 2,656 | $223.5K | 0.01% | −294−10.0% | Reduced |
| Peapack Gladstone Financial Corp | 2,649 | $223.0K | 0.00% | +2,649 | New |
| CIBC Private Wealth Group, LLC | 2,712 | $220.3K | 0.00% | −1,413−34.3% | Reduced |
| Forum Financial Management, LP | 2,598 | $218.6K | 0.00% | +15+0.6% | Added |
| Vident Advisory, LLC | 2,590 | $218.0K | 0.01% | +2,590 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,581 | $217.2K | 0.01% | −32−1.2% | Reduced |
| CAPROCK Group, Inc. | 2,578 | $216.9K | 0.01% | +2,578 | New |
| Adviser Investments LLC | 2,572 | $216.4K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 2,566 | $215.9K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,560 | $215.0K | 0.00% | +288+12.7% | Added |
| Synovus Financial Corp | 2,550 | $214.6K | 0.00% | +2,550 | New |
| Greenleaf Trust | 2,546 | $214.2K | 0.00% | +2,546 | New |
| Rafferty Asset Management, LLC | 2,528 | $212.7K | 0.00% | +2,528 | New |
| Origin Asset Management LLP | 2,460 | $207.0K | 0.05% | +2,460 | New |
| Fox Run Management, L.L.C. | 2,450 | $206.2K | 0.04% | −2,825−53.6% | Reduced |
| Financial Counselors Inc | 2,433 | $204.7K | 0.00% | +2,433 | New |
| M&T Bank Corp | 2,416 | $203.3K | 0.00% | −156−6.1% | Reduced |
| Kapitalo Investimentos Ltda | 2,403 | $202.2K | 0.06% | −1,132−32.0% | Reduced |
| Hamilton Capital Partners Inc. | 2,350 | $197.8K | 0.02% | +2,350 | New |
| Country Trust Bank | 2,250 | $189.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,132 | $179.4K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2,029 | $170.7K | 0.01% | +2,029 | New |
| South State Corp. | 2,000 | $168.3K | 0.01% | −1,500−42.9% | Reduced |
| Quadrant Capital Group LLC | 1,806 | $152.0K | 0.01% | −9−0.5% | Reduced |
| Principal Securities, Inc. | 1,648 | $138.7K | 0.00% | +221+15.5% | Added |
| State of Wyoming | 1,627 | $136.9K | 0.02% | +179+12.4% | Added |
| DekaBank Deutsche Girozentrale | 1,489 | $120.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,382 | $116.3K | 0.07% | +8+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,325 | $111.5K | 0.00% | −1,574−54.3% | Reduced |
| Walleye Trading LLC | 1,290 | $108.6K | 0.00% | +1,290 | New |
| Hilltop National Bank | 1,250 | $105.2K | 0.03% | +73+6.2% | Added |
| Global Retirement Partners, LLC | 1,055 | $88.8K | 0.00% | +681+182.1% | Added |
| Signaturefd, LLC | 1,000 | $84.2K | 0.00% | −92−8.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 816 | $68.7K | 0.00% | −709−46.5% | Reduced |
| Mather Group, LLC. | 842 | $65.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 765 | $64.4K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 736 | $61.9K | 0.05% | −14−1.9% | Reduced |
| Nomura Asset Management Co Ltd | 730 | $61.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 728 | $61.3K | 0.00% | −48−6.2% | Reduced |
| Huntington National Bank | 686 | $57.7K | 0.00% | −180−20.8% | Reduced |
| Venturi Wealth Management, LLC | 673 | $56.6K | 0.00% | +564+517.4% | Added |
| Umb Bank N A | 637 | $53.6K | 0.00% | −9−1.4% | Reduced |
| Front Row Advisors LLC | 599 | $50.4K | 0.02% | −18−2.9% | Reduced |
| Proequities, Inc. | 597 | $50.2K | 0.00% | −22−3.6% | Reduced |
| Montag A & Associates Inc | 585 | $49.2K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 576 | $48.5K | 0.00% | +151+35.5% | Added |
| Farther Finance Advisors, LLC | 484 | $40.6K | 0.00% | −2,293−82.6% | Reduced |
| Park Place Capital Corp | 475 | $40.0K | 0.01% | −268−36.1% | Reduced |
| Quarry LP | 424 | $35.7K | 0.01% | −373−46.8% | Reduced |
| GAMMA Investing LLC | 394 | $33.2K | 0.00% | +116+41.7% | Added |
| Lindbrook Capital, LLC | 386 | $32.5K | 0.00% | −22−5.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 375 | $32.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 354 | $29.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 336 | $28.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 322 | $27.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 321 | $27.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 307 | $25.8K | 0.01% | +291+1,818.8% | 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 |
| Smartleaf Asset Management LLC | 295 | $23.8K | 0.00% | +237+408.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 277 | $23.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 268 | $22.5K | 0.01% | +2+0.8% | Added |
| Bessemer Group Inc | 248 | $21.0K | 0.00% | −548−68.8% | Reduced |
| SRS Capital Advisors, Inc. | 243 | $20.4K | 0.00% | +213+710.0% | Added |
| Riverview Trust Co | 225 | $18.9K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 224 | $18.9K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 202 | $17.0K | 0.00% | −322−61.5% | Reduced |
| Jones Financial Companies LLLP | 200 | $16.8K | 0.00% | +200 | New |
| Ashton Thomas Private Wealth, LLC | 199 | $16.7K | 0.00% | +199 | New |
| Sandy Spring Bank | 198 | $16.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 182 | $15.1K | 0.00% | +2+1.1% | Added |
| Massmutual Trust Co FSB | 177 | $14.9K | 0.00% | +72+68.6% | Added |
| Covestor Ltd | 170 | $14.0K | 0.01% | −256−60.1% | Reduced |
| Frazier Financial Advisors, LLC | 158 | $13.3K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 149 | $12.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 147 | $12.4K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 136 | $11.4K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 135 | $11.4K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 141 | $11.1K | 0.00% | −22−13.5% | Reduced |
| Creative Financial Designs Inc | 125 | $10.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 123 | $10.4K | 0.00% | +1+0.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 100 | $8.41K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 99 | $8.33K | 0.00% | +30+43.5% | Added |
| Whittier Trust Co of Nevada Inc | 90 | $7.57K | 0.00% | −1−1.1% | Reduced |
| JFS Wealth Advisors, LLC | 89 | $7.49K | 0.00% | 00.0% | Unchanged |