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 |
|---|---|---|---|---|---|
| Bayesian Capital Management, LP | 2,205 | $207.1K | 0.02% | +2,205 | New |
| Country Trust Bank | 2,250 | $211.3K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 2,301 | $216.1K | 0.00% | +2,301 | New |
| Blair William & Co | 2,322 | $218.0K | 0.00% | +2,322 | New |
| Savant Capital, LLC | 2,334 | $219.2K | 0.00% | +2,334 | New |
| Metis Global Partners, LLC | 2,340 | $219.7K | 0.01% | −226−8.8% | Reduced |
| Trust Point Inc. | 2,348 | $220.5K | 0.02% | +2,348 | New |
| Hamilton Capital Partners Inc. | 2,350 | $220.7K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 2,362 | $221.8K | 0.02% | +2,362 | New |
| Rafferty Asset Management, LLC | 2,363 | $221.9K | 0.00% | −165−6.5% | Reduced |
| GWM Advisors LLC | 2,366 | $222.2K | 0.00% | +2,164+1,071.3% | Added |
| Foundations Investment Advisors, LLC | 2,370 | $222.5K | 0.00% | +2,370 | New |
| Kraft, Davis & Associates, LLC | 2,198 | $227.8K | 0.07% | +2,198 | New |
| Essex Financial Services, Inc. | 2,270 | $228.2K | 0.02% | +2,270 | New |
| Financial Counselors Inc | 2,433 | $228.5K | 0.00% | 00.0% | Unchanged |
| Origin Asset Management LLP | 2,460 | $231.0K | 0.11% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,506 | $235.0K | 0.02% | +2,506 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,522 | $236.8K | 0.01% | −59−2.3% | Reduced |
| Greenleaf Trust | 2,541 | $238.6K | 0.00% | −5−0.2% | Reduced |
| Synovus Financial Corp | 2,550 | $239.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,565 | $240.9K | 0.01% | −275−9.7% | Reduced |
| Forum Financial Management, LP | 2,588 | $243.0K | 0.00% | −10−0.4% | Reduced |
| Trueblood Wealth Management, LLC | 2,595 | $243.7K | 0.12% | −439−14.5% | Reduced |
| Profund Advisors LLC | 2,600 | $244.1K | 0.01% | −56−2.1% | Reduced |
| Vident Advisory, LLC | 2,640 | $248.1K | 0.01% | +50+1.9% | Added |
| M&T Bank Corp | 2,645 | $248.4K | 0.00% | +229+9.5% | Added |
| Peapack Gladstone Financial Corp | 2,649 | $249.0K | 0.00% | 00.0% | Unchanged |
| Intrust Bank NA | 2,653 | $249.1K | 0.02% | −331−11.1% | Reduced |
| ETF Store, Inc. | 2,672 | $250.9K | 0.26% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,708 | $254.3K | 0.01% | +576+27.0% | Added |
| Ritholtz Wealth Management | 2,723 | $255.7K | 0.01% | +2,723 | New |
| Journey Strategic Wealth LLC | 2,783 | $261.3K | 0.01% | +3+0.1% | Added |
| Sapient Capital LLC | 2,789 | $261.9K | 0.01% | −615−18.1% | Reduced |
| Stephens Inc | 2,795 | $262.5K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 2,824 | $265.2K | 0.01% | +246+9.5% | Added |
| Worldquant Millennium Advisors LLC | 2,846 | $267.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,855 | $268.0K | 0.00% | +295+11.5% | Added |
| Parallel Advisors, LLC | 2,874 | $269.9K | 0.01% | +166+6.1% | Added |
| Clearstead Advisors, LLC | 2,893 | $271.7K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 2,915 | $273.7K | 0.01% | +228+8.5% | Added |
| Kingsview Wealth Management, LLC | 2,920 | $274.2K | 0.01% | +2,920 | New |
| Private Advisor Group, LLC | 2,925 | $274.7K | 0.00% | +14+0.5% | Added |
| Integrated Wealth Concepts LLC | 2,930 | $275.1K | 0.00% | −209−6.7% | Reduced |
| Busey Wealth Management | 3,006 | $282.3K | 0.01% | +196+7.0% | Added |
| CIBC Asset Management Inc | 3,019 | $283.5K | 0.00% | +102+3.5% | Added |
| Freestone Capital Holdings, LLC | 3,025 | $284.0K | 0.01% | −975−24.4% | Reduced |
| Martingale Asset Management L P | 3,042 | $285.6K | 0.01% | −58,735−95.1% | Reduced |
| HCR Wealth Advisors | 3,058 | $287.1K | 0.04% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,062 | $287.5K | 0.02% | +3,062 | New |
| United Capital Financial Advisers, LLC | 3,172 | $297.9K | 0.00% | −872−21.6% | Reduced |
| Visionary Wealth Advisors | 3,187 | $299.3K | 0.02% | +3,187 | New |
| nVerses Capital, LLC | 3,200 | $300.5K | 0.14% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,234 | $305.8K | 0.02% | +151+4.9% | Added |
| Kestra Advisory Services, LLC | 3,264 | $306.5K | 0.00% | +54+1.7% | Added |
| HighPoint Advisor Group LLC | 2,976 | $307.3K | 0.02% | +52+1.8% | Added |
| Ci Investments Inc. | 3,321 | $312.0K | 0.00% | +361+12.2% | Added |
| Smith, Moore & Co. | 3,345 | $314.1K | 0.03% | −1,807−35.1% | Reduced |
| Advisors Asset Management, Inc. | 3,365 | $316.0K | 0.01% | +47+1.4% | Added |
| Perigon Wealth Management, LLC | 3,378 | $317.2K | 0.01% | −66−1.9% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $324.0K | 0.06% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 3,246 | $326.3K | 0.02% | +93+2.9% | Added |
| Roberts Glore & Co Inc | 3,475 | $326.3K | 0.09% | −215−5.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,525 | $331.0K | 0.02% | +27+0.8% | Added |
| Ronald Blue Trust, Inc. | 4,017 | $338.0K | 0.00% | −4,781−54.3% | Reduced |
| Formidable Asset Management, LLC | 3,700 | $347.4K | 0.06% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,746 | $351.7K | 0.07% | +37+1.0% | Added |
| Sterling Capital Management LLC | 3,786 | $355.5K | 0.00% | +3,786 | New |
| TownSquare Capital, LLC | 3,790 | $355.9K | 0.00% | +3,790 | New |
| Advisor Group Holdings, Inc. | 3,827 | $359.4K | 0.00% | −211−5.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,962 | $360.1K | 0.00% | +757+23.6% | Added |
| Covenant Partners, LLC | 3,872 | $363.6K | 0.11% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,877 | $364.1K | 0.00% | +467+13.7% | Added |
| TAP Consulting, LLC | 3,912 | $367.3K | 0.07% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 3,936 | $369.6K | 0.00% | −4,171−51.4% | Reduced |
| CWM, LLC | 3,940 | $370.0K | 0.00% | +145+3.8% | Added |
| Nisa Investment Advisors, LLC | 3,977 | $373.4K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 4,021 | $377.6K | 0.01% | −385−8.7% | Reduced |
| Verition Fund Management LLC | 4,096 | $384.6K | 0.00% | +4,096 | New |
| Wiley Bros.-Aintree Capital, LLC | 4,102 | $385.2K | 0.01% | +4,102 | New |
| Stratos Wealth Partners, LTD. | 4,166 | $391.2K | 0.01% | +56+1.4% | Added |
| Axq Capital, LP | 4,186 | $393.1K | 0.12% | +4,186 | New |
| Keeler & Nadler Financial Planning & Wealth Management | 4,227 | $396.9K | 0.19% | −250−5.6% | Reduced |
| Johnson Financial Group, Inc. | 4,253 | $399.4K | 0.02% | +2,224+109.6% | Added |
| ProShare Advisors LLC | 4,469 | $419.6K | 0.00% | −363−7.5% | Reduced |
| Panagora Asset Management Inc | 4,543 | $426.6K | 0.00% | −11−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,669 | $438.4K | 0.00% | −1,424−23.4% | Reduced |
| Radnor Capital Management, LLC | 4,757 | $447.0K | 0.07% | +4,757 | New |
| Baird Financial Group, Inc. | 4,846 | $455.0K | 0.00% | +946+24.3% | Added |
| Detalus Advisors, LLC | 4,892 | $459.4K | 0.15% | −3,250−39.9% | Reduced |
| Yorktown Management & Research Co Inc | 4,900 | $460.1K | 0.47% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,954 | $465.2K | 0.01% | +166+3.5% | Added |
| Fulton Bank, N.A. | 5,111 | $479.9K | 0.02% | +80+1.6% | Added |
| Shell Asset Management Co | 5,123 | $481.0K | 0.02% | +5,123 | New |
| Integrated Investment Consultants, LLC | 5,186 | $487.0K | 0.11% | −198−3.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,185 | $487.0K | 0.00% | +5,185 | New |
| Utah Retirement Systems | 5,300 | $497.7K | 0.01% | 00.0% | Unchanged |
| Connable Office Inc | 5,401 | $507.2K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,423 | $509.3K | 0.03% | +5,300+4,308.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,427 | $509.6K | 0.00% | +1,386+34.3% | Added |
| Oppenheimer & Co Inc | 5,564 | $522.5K | 0.01% | −86−1.5% | Reduced |