Skip to main content

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.

Other share classesSFBSF.PBSF.PCSF.PD

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.

Institutional holdersQ3 2024: 444 institutions
Q1 2021: 305 institutionsQ2 2021: 342 institutionsQ3 2021: 329 institutionsQ4 2021: 348 institutionsQ1 2022: 367 institutionsQ2 2022: 353 institutionsQ3 2022: 335 institutionsQ4 2022: 362 institutionsQ1 2023: 367 institutionsQ2 2023: 369 institutionsQ3 2023: 366 institutionsQ4 2023: 378 institutionsQ1 2024: 433 institutionsQ2 2024: 436 institutionsQ3 2024: 444 institutionsQ4 2024: 510 institutionsQ1 2025: 523 institutionsQ2 2025: 488 institutionsQ3 2025: 552 institutionsQ4 2025: 630 institutionsQ1 2026: 635 institutionsQ2 2026: 596 institutions
Value heldQ3 2024: $8.27B
Q1 2021: $5.78BQ2 2021: $5.74BQ3 2021: $6.05BQ4 2021: $6.18BQ1 2022: $6.06BQ2 2022: $5.04BQ3 2022: $4.64BQ4 2022: $5.16BQ1 2023: $5.17BQ2 2023: $5.15BQ3 2023: $5.33BQ4 2023: $5.83BQ1 2024: $6.67BQ2 2024: $7.35BQ3 2024: $8.27BQ4 2024: $9.29BQ1 2025: $8.43BQ2 2025: $9.31BQ3 2025: $9.96BQ4 2025: $11.3BQ1 2026: $10.3BQ2 2026: $9.64B
Institutions holding SF and their total value by quarter
QuarterHoldersValue
Q2 2026596$9.64B
Q1 2026635$10.3B
Q4 2025630$11.3B
Q3 2025552$9.96B
Q2 2025488$9.31B
Q1 2025523$8.43B
Q4 2024510$9.29B
Q3 2024444$8.27B
Q2 2024436$7.35B
Q1 2024433$6.67B
Q4 2023378$5.83B
Q3 2023366$5.33B
Q2 2023369$5.15B
Q1 2023367$5.17B
Q4 2022362$5.16B
Q3 2022335$4.64B
Q2 2022353$5.04B
Q1 2022367$6.06B
Q4 2021348$6.18B
Q3 2021329$6.05B
Q2 2021342$5.74B
Q1 2021305$5.78B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q2 2024.

Institutions holding SF in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Price T Rowe Associates Inc55,657$5.23M0.00%+3,486+6.7%Added
Bank of Montreal54,863$5.14M0.00%+3,112+6.0%Added
US Bancorp54,478$5.12M0.01%+1,425+2.7%Added
1492 Capital Management LLC53,679$5.04M2.52%−688−1.3%Reduced
MetLife Investment Management52,927$4.97M0.03%−967−1.8%Reduced
Harbor Capital Advisors, Inc.52,648$4.94M0.21%+26,215+99.2%Added
Wesbanco Bank Inc51,293$4.82M0.16%−7,435−12.7%Reduced
Thrivent Financial for Lutherans50,932$4.78M0.01%−671−1.3%Reduced
Amalgamated Bank48,728$4.58M0.04%−10,881−18.3%Reduced
Integrated Advisors Network LLC48,379$4.54M0.22%−2,541−5.0%Reduced
Stanley-Laman Group, Ltd.47,895$4.50M0.63%+1,969+4.3%Added
Pathstone Holdings, LLC47,893$4.50M0.02%+378+0.8%Added
Brinker Capital Investments, LLC47,888$4.50M0.04%−1,378−2.8%Reduced
Orion Portfolio Solutions, LLC47,888$4.50M0.04%−1,378−2.8%Reduced
Citadel Advisors LLC46,949$4.41M0.00%−220,768−82.5%Reduced
Franklin Resources Inc44,113$4.34M0.00%+3,887+9.7%Added
LPL Financial LLC45,982$4.32M0.00%+3,499+8.2%Added
Janus Henderson Group PLC45,609$4.28M0.00%00.0%Unchanged
Comerica Bank44,636$4.19M0.02%−4,519−9.2%Reduced
Treasurer of the State of North Carolina43,373$4.07M0.02%+180+0.4%Added
State of Tennessee, Treasury Department43,352$4.07M0.01%+26,352+155.0%Added
Chase Investment Counsel Corp42,003$3.94M1.31%+1,080+2.6%Added
Walleye Capital LLC41,647$3.91M0.04%−203,354−83.0%Reduced
Federated Hermes, Inc.41,553$3.90M0.01%−12,156−22.6%Reduced
Cerity Partners LLC40,303$3.78M0.01%+7,615+23.3%Added
Prudential Financial Inc40,301$3.78M0.01%−13,583−25.2%Reduced
Public Employees Retirement System of Ohio40,060$3.76M0.02%+1,053+2.7%Added
FJ Capital Management LLC37,688$3.54M0.37%+37,688New
Quantinno Capital Management LP37,684$3.54M0.05%+6,571+21.1%Added
Yousif Capital Management, LLC37,574$3.53M0.04%−5,296−12.4%Reduced
State of Alaska, Department of Revenue36,642$3.44M0.04%+805+2.2%Added
Ameritas Investment Partners, Inc.36,332$3.41M0.11%−760−2.0%Reduced
First National Bank of Omaha35,023$3.29M0.21%−547−1.5%Reduced
Regions Financial Corp32,846$3.08M0.02%−212−0.6%Reduced
State of New Jersey Common Pension Fund D32,387$3.04M0.01%00.0%Unchanged
Mariner, LLC32,048$3.01M0.01%−178−0.6%Reduced
Man Group plc31,432$2.95M0.01%−1,833−5.5%Reduced
Captrust Financial Advisors31,343$2.94M0.01%+1,810+6.1%Added
Ensign Peak Advisors, Inc30,056$2.82M0.00%00.0%Unchanged
Beverly Hills Private Wealth, LLC30,032$2.82M0.57%+10,243+51.8%Added
Arizona State Retirement System29,502$2.77M0.02%+725+2.5%Added
Illinois Municipal Retirement Fund29,437$2.76M0.04%00.0%Unchanged
Schonfeld Strategic Advisors LLC28,674$2.69M0.02%+28,674New
MML Investors Services, LLC28,521$2.68M0.01%+820+3.0%Added
Louisiana State Employees Retirement System28,400$2.67M0.05%−600−2.1%Reduced
Palisades Investment Partners, LLC27,211$2.56M1.11%+1,646+6.4%Added
Sit Investment Associates Inc27,050$2.54M0.06%−1,275−4.5%Reduced
Zions Bancorporation, N.A.27,034$2.54M0.18%+4,367+19.3%Added
Assetmark, Inc26,373$2.48M0.01%+1,622+6.6%Added
Clayton Financial Group LLC25,012$2.35M0.88%00.0%Unchanged
Maltese Capital Management LLC25,000$2.35M0.38%−25,000−50.0%Reduced
Steward Partners Investment Advisory, LLC24,556$2.31M0.02%+1,719+7.5%Added
State of Michigan Retirement System24,387$2.29M0.01%−300−1.2%Reduced
Citigroup Inc24,011$2.25M0.00%+5,238+27.9%Added
Handelsbanken Fonder AB23,132$2.17M0.01%+3,900+20.3%Added
Danske Bank A/S23,097$2.17M0.01%+2,467+12.0%Added
Northwestern Mutual Investment Management Company, LLC22,743$2.14M0.05%−124−0.5%Reduced
TD Asset Management Inc22,800$2.14M0.00%−1,000−4.2%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys22,598$2.12M0.01%−111−0.5%Reduced
The PNC Financial Services Group, Inc.22,150$2.08M0.00%−641−2.8%Reduced
Alaska Permanent Fund Corp21,720$2.04M0.03%00.0%Unchanged
New Mexico Educational Retirement Board21,500$2.02M0.07%00.0%Unchanged
Oregon Public Employees Retirement Fund20,884$1.96M0.04%−360−1.7%Reduced
AMG National Trust Bank20,372$1.91M0.05%−762−3.6%Reduced
Prescott Group Capital Management, L.L.C.20,326$1.91M0.28%00.0%Unchanged
Commerce Bank20,263$1.90M0.01%−315−1.5%Reduced
GYL Financial Synergies, LLC19,920$1.87M0.14%−398−2.0%Reduced
Wedge Capital Management L L P19,913$1.87M0.03%+234+1.2%Added
Fifth Third Bancorp19,616$1.84M0.01%+400+2.1%Added
Pacer Advisors, Inc.19,478$1.83M0.00%+198+1.0%Added
Boston Partners19,377$1.82M0.00%−7,844−28.8%Reduced
EFG Asset Management (North America) Corp.19,213$1.80M0.30%+1,385+7.8%Added
Atria Investments LLC19,037$1.79M0.02%−2,148−10.1%Reduced
Moneta Group Investment Advisors LLC18,833$1.77M0.03%+6,454+52.1%Added
RSM US Wealth Management LLC18,610$1.74M0.03%+2,105+12.8%Added
Envestnet Portfolio Solutions, Inc.18,509$1.74M0.01%+321+1.8%Added
Amundi17,246$1.64M0.00%+17,246New
Delphi Management Inc17,405$1.63M1.48%−5,373−23.6%Reduced
Federation des caisses Desjardins du Quebec17,258$1.62M0.01%−744−4.1%Reduced
QRG Capital Management, Inc.17,032$1.60M0.02%+1,435+9.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)16,841$1.58M0.00%00.0%Unchanged
Assenagon Asset Management S.A.16,770$1.57M0.00%−36,053−68.3%Reduced
Mosaic Family Wealth Partners, LLC15,964$1.50M0.22%00.0%Unchanged
Pinebridge Investments, L.P.15,959$1.50M0.01%+15,959New
Renaissance Technologies LLC15,815$1.49M0.00%−72,300−82.1%Reduced
Tanaka Capital Management Inc15,721$1.48M3.41%−90−0.6%Reduced
O'Shaughnessy Asset Management, LLC14,294$1.41M0.01%+464+3.4%Added
Quantum Private Wealth, LLC14,901$1.40M0.47%00.0%Unchanged
Creative Planning14,652$1.38M0.00%−239−1.6%Reduced
Park Avenue Securities LLC14,171$1.33M0.01%−3,283−18.8%Reduced
Russell Investments Group, Ltd.14,155$1.33M0.00%+1,807+14.6%Added
Pictet Asset Management Holding SA13,957$1.31M0.00%+825+6.3%Added
Brown Advisory Inc12,979$1.22M0.00%−363−2.7%Reduced
Voya Investment Management LLC12,915$1.21M0.00%−1,079−7.7%Reduced
Cresset Asset Management, LLC12,787$1.20M0.00%+1,986+18.4%Added
Cinctive Capital Management LP12,656$1.19M0.07%+12,656New
Tributary Capital Management, LLC12,603$1.18M0.09%+126+1.0%Added
First Hawaiian Bank12,512$1.17M0.04%−132−1.0%Reduced
Coldstream Capital Management Inc12,392$1.17M0.03%+621+5.3%Added
HSBC Holdings PLC12,195$1.14M0.00%+3,160+35.0%Added