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 |
|---|---|---|---|---|---|
| Measured Wealth Private Client Group, LLC | 5,598 | $525.7K | 0.18% | +1,233+28.2% | Added |
| Maryland State Retirement & Pension System | 5,670 | $532.4K | 0.01% | −2,102−27.0% | Reduced |
| NorthRock Partners, LLC | 5,745 | $539.5K | 0.02% | +186+3.3% | Added |
| Ethic Inc. | 7,078 | $553.3K | 0.01% | +287+4.2% | Added |
| NJ State Employees Deferred Compensation Plan | 6,000 | $563.4K | 0.07% | 00.0% | Unchanged |
| Teza Capital Management LLC | 6,087 | $571.6K | 0.06% | +6,087 | New |
| Moody Aldrich Partners LLC | 6,120 | $574.7K | 0.10% | −5−0.1% | Reduced |
| Cornerstone Investment Partners, LLC | 6,564 | $616.4K | 0.03% | −109−1.6% | Reduced |
| CI Private Wealth, LLC | 6,659 | $625.3K | 0.00% | +47+0.7% | Added |
| Keeley-Teton Advisors, LLC | 6,686 | $627.8K | 0.07% | 00.0% | Unchanged |
| Studio Investment Management LLC | 6,897 | $647.6K | 0.14% | −114−1.6% | Reduced |
| Pitcairn Co | 7,005 | $657.8K | 0.04% | −1,029−12.8% | Reduced |
| Meritage Portfolio Management | 7,005 | $658.0K | 0.04% | +596+9.3% | Added |
| Crossmark Global Holdings, Inc. | 7,068 | $664.0K | 0.01% | +803+12.8% | Added |
| First National Advisers, LLC | 7,337 | $688.9K | 0.11% | +212+3.0% | Added |
| National Asset Management, Inc. | 7,344 | $690.3K | 0.02% | −5,356−42.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 7,386 | $693.5K | 0.05% | −13,212−64.1% | Reduced |
| Credit Agricole S A | 7,405 | $695.3K | 0.00% | +7,405 | New |
| Hancock Whitney Corp | 7,442 | $698.8K | 0.02% | +33+0.4% | Added |
| Concurrent Investment Advisors, LLC | 7,453 | $699.8K | 0.02% | −26−0.3% | Reduced |
| Deutsche Bank AG | 7,899 | $741.7K | 0.00% | −67−0.8% | Reduced |
| HighTower Advisors, LLC | 7,934 | $747.0K | 0.00% | −24−0.3% | Reduced |
| Securian Asset Management, Inc | 7,971 | $748.5K | 0.02% | −200−2.4% | Reduced |
| Allianz Asset Management GmbH | 8,038 | $754.8K | 0.00% | +1,755+27.9% | Added |
| Susquehanna International Group, LLP | 8,109 | $761.4K | 0.00% | +8,109 | New |
| Jane Street Group, LLC | 8,235 | $773.3K | 0.00% | −41,019−83.3% | Reduced |
| Snowden Capital Advisors LLC | 8,273 | $776.8K | 0.02% | −331−3.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,409 | $789.6K | 0.00% | +4,778+131.6% | Added |
| Inceptionr LLC | 8,850 | $831.0K | 0.20% | +3,357+61.1% | Added |
| Calamos Advisors LLC | 9,615 | $902.8K | 0.00% | +9,615 | New |
| Cetera Investment Advisers | 9,852 | $925.1K | 0.00% | +80+0.8% | Added |
| BNP Paribas Arbitrage, SA | 9,968 | $936.0K | 0.00% | +2,210+28.5% | Added |
| JBF Capital, Inc. | 10,000 | $939.0K | 0.14% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,134 | $946.5K | 0.00% | +18+0.2% | Added |
| Neuberger Berman Group LLC | 10,487 | $984.7K | 0.00% | −76−0.7% | Reduced |
| Avantax Advisory Services, Inc. | 10,604 | $995.8K | 0.01% | +225+2.2% | Added |
| Bridgewater Associates, LP | 10,816 | $1.02M | 0.01% | −3,148−22.5% | Reduced |
| Public Employees Retirement Association of Colorado | 10,875 | $1.02M | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 11,054 | $1.04M | 0.00% | −45,596−80.5% | Reduced |
| Xponance, Inc. | 11,134 | $1.05M | 0.01% | +39+0.4% | Added |
| New York Life Investment Management LLC | 11,354 | $1.07M | 0.01% | −651−5.4% | Reduced |
| Clark Capital Management Group, Inc. | 11,603 | $1.09M | 0.01% | +1,634+16.4% | Added |
| Gator Capital Management, LLC | 12,000 | $1.13M | 0.50% | 00.0% | Unchanged |
| JustInvest LLC | 12,104 | $1.14M | 0.02% | +369+3.1% | Added |
| HSBC Holdings PLC | 12,195 | $1.14M | 0.00% | +3,160+35.0% | Added |
| Coldstream Capital Management Inc | 12,392 | $1.17M | 0.03% | +621+5.3% | Added |
| First Hawaiian Bank | 12,512 | $1.17M | 0.04% | −132−1.0% | Reduced |
| Tributary Capital Management, LLC | 12,603 | $1.18M | 0.09% | +126+1.0% | Added |
| Cinctive Capital Management LP | 12,656 | $1.19M | 0.07% | +12,656 | New |
| Cresset Asset Management, LLC | 12,787 | $1.20M | 0.00% | +1,986+18.4% | Added |
| Voya Investment Management LLC | 12,915 | $1.21M | 0.00% | −1,079−7.7% | Reduced |
| Brown Advisory Inc | 12,979 | $1.22M | 0.00% | −363−2.7% | Reduced |
| Pictet Asset Management Holding SA | 13,957 | $1.31M | 0.00% | +825+6.3% | Added |
| Russell Investments Group, Ltd. | 14,155 | $1.33M | 0.00% | +1,807+14.6% | Added |
| Park Avenue Securities LLC | 14,171 | $1.33M | 0.01% | −3,283−18.8% | Reduced |
| Creative Planning | 14,652 | $1.38M | 0.00% | −239−1.6% | Reduced |
| Quantum Private Wealth, LLC | 14,901 | $1.40M | 0.47% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 14,294 | $1.41M | 0.01% | +464+3.4% | Added |
| Tanaka Capital Management Inc | 15,721 | $1.48M | 3.41% | −90−0.6% | Reduced |
| Renaissance Technologies LLC | 15,815 | $1.49M | 0.00% | −72,300−82.1% | Reduced |
| Pinebridge Investments, L.P. | 15,959 | $1.50M | 0.01% | +15,959 | New |
| Mosaic Family Wealth Partners, LLC | 15,964 | $1.50M | 0.22% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 16,770 | $1.57M | 0.00% | −36,053−68.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,841 | $1.58M | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 17,032 | $1.60M | 0.02% | +1,435+9.2% | Added |
| Federation des caisses Desjardins du Quebec | 17,258 | $1.62M | 0.01% | −744−4.1% | Reduced |
| Delphi Management Inc | 17,405 | $1.63M | 1.48% | −5,373−23.6% | Reduced |
| Amundi | 17,246 | $1.64M | 0.00% | +17,246 | New |
| Envestnet Portfolio Solutions, Inc. | 18,509 | $1.74M | 0.01% | +321+1.8% | Added |
| RSM US Wealth Management LLC | 18,610 | $1.74M | 0.03% | +2,105+12.8% | Added |
| Moneta Group Investment Advisors LLC | 18,833 | $1.77M | 0.03% | +6,454+52.1% | Added |
| Atria Investments LLC | 19,037 | $1.79M | 0.02% | −2,148−10.1% | Reduced |
| EFG Asset Management (North America) Corp. | 19,213 | $1.80M | 0.30% | +1,385+7.8% | Added |
| Boston Partners | 19,377 | $1.82M | 0.00% | −7,844−28.8% | Reduced |
| Pacer Advisors, Inc. | 19,478 | $1.83M | 0.00% | +198+1.0% | Added |
| Fifth Third Bancorp | 19,616 | $1.84M | 0.01% | +400+2.1% | Added |
| Wedge Capital Management L L P | 19,913 | $1.87M | 0.03% | +234+1.2% | Added |
| GYL Financial Synergies, LLC | 19,920 | $1.87M | 0.14% | −398−2.0% | Reduced |
| Commerce Bank | 20,263 | $1.90M | 0.01% | −315−1.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 20,326 | $1.91M | 0.28% | 00.0% | Unchanged |
| AMG National Trust Bank | 20,372 | $1.91M | 0.05% | −762−3.6% | Reduced |
| Oregon Public Employees Retirement Fund | 20,884 | $1.96M | 0.04% | −360−1.7% | Reduced |
| New Mexico Educational Retirement Board | 21,500 | $2.02M | 0.07% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 21,720 | $2.04M | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 22,150 | $2.08M | 0.00% | −641−2.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,598 | $2.12M | 0.01% | −111−0.5% | Reduced |
| TD Asset Management Inc | 22,800 | $2.14M | 0.00% | −1,000−4.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 22,743 | $2.14M | 0.05% | −124−0.5% | Reduced |
| Danske Bank A/S | 23,097 | $2.17M | 0.01% | +2,467+12.0% | Added |
| Handelsbanken Fonder AB | 23,132 | $2.17M | 0.01% | +3,900+20.3% | Added |
| Citigroup Inc | 24,011 | $2.25M | 0.00% | +5,238+27.9% | Added |
| State of Michigan Retirement System | 24,387 | $2.29M | 0.01% | −300−1.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,556 | $2.31M | 0.02% | +1,719+7.5% | Added |
| Maltese Capital Management LLC | 25,000 | $2.35M | 0.38% | −25,000−50.0% | Reduced |
| Clayton Financial Group LLC | 25,012 | $2.35M | 0.88% | 00.0% | Unchanged |
| Assetmark, Inc | 26,373 | $2.48M | 0.01% | +1,622+6.6% | Added |
| Zions Bancorporation, N.A. | 27,034 | $2.54M | 0.18% | +4,367+19.3% | Added |
| Sit Investment Associates Inc | 27,050 | $2.54M | 0.06% | −1,275−4.5% | Reduced |
| Palisades Investment Partners, LLC | 27,211 | $2.56M | 1.11% | +1,646+6.4% | Added |
| Louisiana State Employees Retirement System | 28,400 | $2.67M | 0.05% | −600−2.1% | Reduced |