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, Q3 2024
Institutional positions in Stifel Financial Corp as of Sep 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
- 444
- +10 vs. Q2 2024
- Shares held
- 88.1M
- +10.0M (+12.8%) vs. Q2 2024
- Total value
- $8.27B
- +$1.70B (+25.9%) vs. Q2 2024
- New holders
- 46
- 156 more added
- Sold out
- 36
- 164 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,381,779 | $974.8M | 0.02% | −8,447−0.1% | Reduced |
| BlackRock, Inc. | 9,310,520 | $874.3M | 0.02% | +9,310,520 | New |
| FMR LLC | 7,956,412 | $747.1M | 0.05% | +1,256,595+18.8% | Added |
| Capital Research Global Investors | 3,473,091 | $326.1M | 0.07% | +2,011+0.1% | Added |
| State Street Corp | 3,122,342 | $293.2M | 0.01% | +31,101+1.0% | Added |
| Alliancebernstein L.P. | 2,973,612 | $279.2M | 0.09% | −85,347−2.8% | Reduced |
| Earnest Partners LLC | 2,972,595 | $279.1M | 1.22% | +18,496+0.6% | Added |
| Morgan Stanley | 2,380,108 | $223.5M | 0.02% | −5,768−0.2% | Reduced |
| Stifel Financial Corp | 2,279,267 | $214.0M | 0.22% | +33,953+1.5% | Added |
| Dimensional Fund Advisors LP | 1,970,613 | $185.0M | 0.04% | −37,125−1.8% | Reduced |
| Wellington Management Group LLP | 1,958,709 | $183.9M | 0.03% | +860,465+78.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,765,658 | $165.8M | 0.65% | −4,998−0.3% | Reduced |
| Geode Capital Management, LLC | 1,696,605 | $159.4M | 0.01% | +20,110+1.2% | Added |
| LSV Asset Management | 1,499,770 | $140.8M | 0.30% | −244,900−14.0% | Reduced |
| Macquarie Group Ltd | 1,481,470 | $139.1M | 0.15% | −194,938−11.6% | Reduced |
| Fisher Asset Management, LLC | 1,464,421 | $137.5M | 0.06% | +65,113+4.7% | Added |
| GW&K Investment Management, LLC | 1,247,465 | $117.1M | 1.00% | −37,687−2.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,247,016 | $117.1M | 0.02% | +1,718+0.1% | Added |
| Norges Bank | 1,245,480 | $117.0M | 0.02% | +20,851+1.7% | Added |
| Silvercrest Asset Management Group LLC | 1,182,523 | $111.0M | 0.76% | −22,918−1.9% | Reduced |
| Millennium Management LLC | 1,176,424 | $110.5M | 0.10% | +625,853+113.7% | Added |
| Bank of New York Mellon Corp | 1,091,965 | $102.5M | 0.02% | −97,083−8.2% | Reduced |
| Channing Capital Management, LLC | 1,072,589 | $100.7M | 2.58% | −70,747−6.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,072,476 | $100.7M | 0.06% | −44,903−4.0% | Reduced |
| Invesco Ltd. | 1,021,113 | $95.9M | 0.02% | +173,021+20.4% | Added |
| Principal Financial Group Inc | 1,006,574 | $94.5M | 0.05% | −28,475−2.8% | Reduced |
| Bank of America Corp | 1,001,004 | $94.0M | 0.01% | −10,729−1.1% | Reduced |
| Goldman Sachs Group Inc | 996,687 | $93.6M | 0.02% | +367,670+58.5% | Added |
| Northern Trust Corp | 983,076 | $92.3M | 0.02% | −16,605−1.7% | Reduced |
| New York State Common Retirement Fund | 673,697 | $63.3M | 0.09% | −49,963−6.9% | Reduced |
| Fiera Capital Corp | 657,814 | $61.8M | 0.19% | −20,761−3.1% | Reduced |
| Kennedy Capital Management, Inc. | 559,728 | $52.6M | 1.16% | −130,983−19.0% | Reduced |
| Envestnet Asset Management Inc | 514,856 | $48.3M | 0.02% | +443+0.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 470,774 | $44.2M | 0.15% | −46,310−9.0% | Reduced |
| Marshall Wace, LLP | 458,638 | $43.1M | 0.06% | −12,765−2.7% | Reduced |
| Systematic Financial Management LP | 404,416 | $38.0M | 0.97% | +29,581+7.9% | Added |
| Nuveen Asset Management, LLC | 392,621 | $36.9M | 0.01% | −76,048−16.2% | Reduced |
| Diamond Hill Capital Management Inc | 342,542 | $32.2M | 0.13% | −15,501−4.3% | Reduced |
| Wells Fargo & Company | 326,374 | $30.6M | 0.01% | −1,335−0.4% | Reduced |
| AQR Capital Management LLC | 329,447 | $30.6M | 0.04% | −41,997−11.3% | Reduced |
| Balyasny Asset Management LLC | 318,184 | $29.9M | 0.08% | −379,268−54.4% | Reduced |
| Los Angeles Capital Management LLC | 305,055 | $28.6M | 0.12% | +8,481+2.9% | Added |
| Retirement Systems of Alabama | 291,775 | $27.4M | 0.10% | −1,928−0.7% | Reduced |
| UBS Asset Management Americas Inc | 278,344 | $26.1M | 0.01% | +790+0.3% | Added |
| Rhumbline Advisers | 276,714 | $26.0M | 0.02% | −3,706−1.3% | Reduced |
| Kames Capital plc | 271,680 | $25.5M | 0.35% | +1,546+0.6% | Added |
| State of Wisconsin Investment Board | 233,098 | $21.9M | 0.06% | −446−0.2% | Reduced |
| SEI Investments Co | 232,210 | $21.8M | 0.03% | +26,679+13.0% | Added |
| Glenmede Trust Co NA | 229,187 | $21.5M | 0.10% | −3,464−1.5% | Reduced |
| Axiom Investors LLC | 207,528 | $19.5M | 0.17% | −17,730−7.9% | Reduced |
| JPMorgan Chase & Co | 205,920 | $19.3M | 0.00% | −48,713−19.1% | Reduced |
| Peregrine Capital Management LLC | 203,221 | $19.1M | 0.58% | +427+0.2% | Added |
| Swiss National Bank | 200,113 | $18.8M | 0.01% | −2,100−1.0% | Reduced |
| Legal & General Group Plc | 191,205 | $18.0M | 0.00% | −2,080−1.1% | Reduced |
| California Public Employees Retirement System | 187,748 | $17.6M | 0.01% | −2,141−1.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 172,271 | $16.2M | 0.01% | +76,568+80.0% | Added |
| Loomis Sayles & Co L P | 170,818 | $16.0M | 0.02% | −11,351−6.2% | Reduced |
| Schroder Investment Management Group | 166,437 | $15.6M | 0.02% | +9,647+6.2% | Added |
| Agf Management Ltd | 160,196 | $15.0M | 0.08% | 00.0% | Unchanged |
| American Century Companies Inc | 155,229 | $14.6M | 0.01% | −5,202−3.2% | Reduced |
| Access Investment Management LLC | 142,327 | $13.4M | 4.07% | +250.0% | Added |
| Squarepoint Ops LLC | 142,268 | $13.4M | 0.04% | +116,766+457.9% | Added |
| New York State Teachers Retirement System | 141,876 | $13.3M | 0.03% | −2,300−1.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 141,418 | $13.3M | 0.02% | +2,308+1.7% | Added |
| Guggenheim Capital LLC | 138,941 | $13.0M | 0.09% | −36,895−21.0% | Reduced |
| Ameriprise Financial Inc | 135,271 | $12.7M | 0.00% | −16,382−10.8% | Reduced |
| Ancora Advisors, LLC | 132,665 | $12.5M | 0.28% | +7,209+5.7% | Added |
| Crestwood Advisors Group LLC | 128,944 | $12.1M | 0.23% | +420.0% | Added |
| State Board of Administration of Florida Retirement System | 128,175 | $12.0M | 0.02% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 121,202 | $11.4M | 0.06% | −8,368−6.5% | Reduced |
| Raymond James & Associates | 115,527 | $10.8M | 0.01% | +1,672+1.5% | Added |
| Royal Bank of Canada | 114,619 | $10.8M | 0.00% | −6,442−5.3% | Reduced |
| Cookson Peirce & Co Inc | 111,843 | $10.5M | 0.49% | +111,843 | New |
| Lazard Asset Management LLC | 107,613 | $10.1M | 0.01% | −36,105−25.1% | Reduced |
| Barclays PLC | 107,397 | $10.1M | 0.00% | +41,171+62.2% | Added |
| Heartland Advisors Inc | 107,026 | $10.0M | 0.53% | +53,602+100.3% | Added |
| EULAV Asset Management | 104,471 | $9.81M | 0.24% | +10.0% | Added |
| Great West Life Assurance Co | 103,942 | $9.77M | 0.02% | +3,071+3.0% | Added |
| California State Teachers Retirement System | 96,739 | $9.08M | 0.01% | −3,397−3.4% | Reduced |
| Mutual of America Capital Management LLC | 94,598 | $8.88M | 0.09% | −4,127−4.2% | Reduced |
| Algert Global LLC | 92,685 | $8.70M | 0.23% | +8,520+10.1% | Added |
| Manufacturers Life Insurance Company, The | 85,653 | $8.04M | 0.01% | −1,938−2.2% | Reduced |
| STRS Ohio | 78,440 | $7.37M | 0.03% | −5,399−6.4% | Reduced |
| Teacher Retirement System of Texas | 78,398 | $7.36M | 0.04% | +24,576+45.7% | Added |
| First Trust Advisors LP | 78,356 | $7.36M | 0.01% | −32,189−29.1% | Reduced |
| Castleark Management LLC | 76,830 | $7.21M | 0.29% | −2,800−3.5% | Reduced |
| Trillium Asset Management, LLC | 76,265 | $7.16M | 0.18% | −1,169−1.5% | Reduced |
| UBS Group AG | 75,674 | $7.11M | 0.00% | +34,439+83.5% | Added |
| Victory Capital Management Inc | 73,792 | $6.93M | 0.01% | −38,728−34.4% | Reduced |
| D. E. Shaw & Co., Inc. | 73,023 | $6.86M | 0.01% | +10,625+17.0% | Added |
| Oppenheimer Asset Management Inc. | 72,823 | $6.84M | 0.08% | −45,884−38.7% | Reduced |
| Truist Financial Corp | 72,464 | $6.80M | 0.01% | +574+0.8% | Added |
| Natixis Advisors, L.P. | 69,982 | $6.57M | 0.01% | +8,824+14.4% | Added |
| RMB Capital Management, LLC | 69,301 | $6.51M | 0.15% | +9,396+15.7% | Added |
| Brandywine Global Investment Management, LLC | 58,242 | $5.73M | 0.04% | +2,442+4.4% | Added |
| Sanctuary Advisors, LLC | 49,113 | $5.71M | 0.04% | +853+1.8% | Added |
| Brandywine Oak Private Wealth LLC | 59,450 | $5.58M | 0.54% | −593−1.0% | Reduced |
| Dana Investment Advisors, Inc. | 58,840 | $5.53M | 0.18% | +31+0.1% | Added |
| Van Eck Associates Corp | 53,771 | $5.44M | 0.01% | +15,365+40.0% | Added |
| Teachers Retirement System of the State of Kentucky | 57,019 | $5.36M | 0.05% | −11,609−16.9% | Reduced |