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 |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $94 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1 | $94 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 2 | $189 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 4 | $376 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 4 | $379 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 7 | $657 | 0.00% | +7 | New |
| Claris Advisors, LLC | 8 | $751 | 0.00% | +8 | New |
| ClariVest Asset Management LLC | 9 | $757 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $1.31K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 16 | $1.52K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 18 | $1.69K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 20 | $1.88K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $2.16K | 0.00% | +1+4.5% | Added |
| EverSource Wealth Advisors, LLC | 25 | $2.35K | 0.00% | −28−52.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 25 | $2.35K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $2.35K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $2.63K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 32 | $3.00K | 0.00% | −1−3.0% | Reduced |
| AdvisorNet Financial, Inc | 32 | $3.00K | 0.00% | +5+18.5% | Added |
| Carolinas Wealth Consulting LLC | 35 | $3.29K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $3.66K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 40 | $3.76K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 42 | $3.94K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 42 | $3.94K | 0.00% | +42 | New |
| Ruedi Wealth Management, Inc. | 43 | $4.04K | 0.00% | −43−50.0% | Reduced |
| Continuum Advisory, LLC | 36 | $4.16K | 0.00% | +17+89.5% | Added |
| Bell Investment Advisors, Inc | 49 | $4.60K | 0.00% | −8−14.0% | Reduced |
| Sachetta, LLC | 49 | $4.60K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 52 | $4.88K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 53 | $4.98K | 0.00% | +53 | New |
| Harbour Investments, Inc. | 60 | $5.63K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 67 | $6.29K | 0.00% | +67 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 67 | $6.29K | 0.00% | −33−33.0% | Reduced |
| Wolff Wiese Magana LLC | 74 | $6.95K | 0.00% | +74 | New |
| Private Trust Co NA | 87 | $8.17K | 0.00% | −12−12.1% | Reduced |
| First Financial Corp | 88 | $8.26K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 90 | $8.45K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 92 | $8.64K | 0.00% | +3+3.4% | Added |
| Frazier Financial Advisors, LLC | 94 | $8.83K | 0.01% | −64−40.5% | Reduced |
| Creative Financial Designs Inc | 95 | $8.92K | 0.00% | −30−24.0% | Reduced |
| Massmutual Trust Co FSB | 105 | $9.86K | 0.00% | −72−40.7% | Reduced |
| Cornerstone Planning Group LLC | 103 | $10.8K | 0.00% | −38−27.0% | Reduced |
| J.Safra Asset Management Corp | 121 | $11.3K | 0.00% | +121 | New |
| Manchester Capital Management LLC | 135 | $12.7K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 136 | $12.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 149 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 157 | $14.7K | 0.01% | +10+6.8% | Added |
| Covestor Ltd | 172 | $16.0K | 0.01% | +2+1.2% | Added |
| Allworth Financial LP | 186 | $17.5K | 0.00% | +4+2.2% | Added |
| Sandy Spring Bank | 198 | $18.6K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 200 | $18.8K | 0.00% | −100−33.3% | Reduced |
| Smithfield Trust Co | 206 | $19.0K | 0.00% | +206 | New |
| Bessemer Group Inc | 211 | $20.0K | 0.00% | −37−14.9% | Reduced |
| Hemington Wealth Management | 209 | $21.0K | 0.01% | +209 | New |
| Planning Capital Management Corp | 224 | $21.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 225 | $21.1K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 269 | $25.3K | 0.01% | +1+0.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 277 | $26.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 284 | $26.6K | 0.00% | +84+42.0% | Added |
| Alpine Bank Wealth Management | 284 | $26.7K | 0.00% | +284 | New |
| Brown Brothers Harriman & Co | 300 | $28.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 312 | $29.3K | 0.01% | +5+1.6% | Added |
| SRS Capital Advisors, Inc. | 317 | $29.8K | 0.00% | +74+30.5% | Added |
| NBC Securities, Inc. | 322 | $30.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 321 | $30.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 336 | $31.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 354 | $33.2K | 0.00% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 363 | $34.1K | 0.00% | +363 | New |
| Lindbrook Capital, LLC | 389 | $36.5K | 0.00% | +3+0.8% | Added |
| Proequities, Inc. | 411 | $38.6K | 0.00% | −186−31.2% | Reduced |
| Smartleaf Asset Management LLC | 417 | $39.1K | 0.00% | +122+41.4% | Added |
| GeoWealth Management, LLC | 443 | $41.6K | 0.00% | +443 | New |
| Park Place Capital Corp | 475 | $44.6K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 490 | $46.0K | 0.00% | −2,425−83.2% | Reduced |
| GAMMA Investing LLC | 503 | $47.2K | 0.00% | +109+27.7% | Added |
| Montag A & Associates Inc | 585 | $54.9K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 617 | $57.9K | 0.00% | −225−26.7% | Reduced |
| Huntington National Bank | 631 | $59.3K | 0.00% | −55−8.0% | Reduced |
| Global Retirement Partners, LLC | 675 | $63.4K | 0.00% | −380−36.0% | Reduced |
| Venturi Wealth Management, LLC | 720 | $67.6K | 0.00% | +47+7.0% | Added |
| Nomura Asset Management Co Ltd | 730 | $68.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 731 | $68.6K | 0.00% | +3+0.4% | Added |
| Rothschild Investment LLC | 765 | $71.8K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 765 | $71.8K | 0.06% | +29+3.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 809 | $76.0K | 0.00% | −7−0.9% | Reduced |
| Umb Bank N A | 870 | $81.7K | 0.00% | +233+36.6% | Added |
| Parkside Financial Bank & Trust | 978 | $91.8K | 0.01% | −4,000−80.4% | Reduced |
| Signaturefd, LLC | 1,021 | $95.9K | 0.00% | +21+2.1% | Added |
| Farther Finance Advisors, LLC | 1,201 | $112.8K | 0.00% | +717+148.1% | Added |
| Hilltop National Bank | 1,250 | $117.4K | 0.04% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,388 | $130.4K | 0.07% | +6+0.4% | Added |
| DekaBank Deutsche Girozentrale | 1,489 | $138.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,492 | $140.1K | 0.00% | −156−9.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,592 | $149.5K | 0.00% | −1,341−45.7% | Reduced |
| SG Americas Securities, LLC | 1,686 | $158.0K | 0.00% | −16,651−90.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,700 | $159.7K | 0.00% | +375+28.3% | Added |
| State of Wyoming | 1,771 | $166.3K | 0.02% | +144+8.9% | Added |
| Quadrant Capital Group LLC | 1,922 | $180.5K | 0.01% | +116+6.4% | Added |
| CIBC Private Wealth Group, LLC | 2,154 | $202.3K | 0.00% | −558−20.6% | Reduced |