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 |
|---|---|---|---|---|---|
| JustInvest LLC | 12,104 | $1.14M | 0.02% | +369+3.1% | Added |
| Gator Capital Management, LLC | 12,000 | $1.13M | 0.50% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 11,603 | $1.09M | 0.01% | +1,634+16.4% | Added |
| New York Life Investment Management LLC | 11,354 | $1.07M | 0.01% | −651−5.4% | Reduced |
| Xponance, Inc. | 11,134 | $1.05M | 0.01% | +39+0.4% | Added |
| Acadian Asset Management LLC | 11,054 | $1.04M | 0.00% | −45,596−80.5% | Reduced |
| Public Employees Retirement Association of Colorado | 10,875 | $1.02M | 0.00% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 10,816 | $1.02M | 0.01% | −3,148−22.5% | Reduced |
| Avantax Advisory Services, Inc. | 10,604 | $995.8K | 0.01% | +225+2.2% | Added |
| Neuberger Berman Group LLC | 10,487 | $984.7K | 0.00% | −76−0.7% | Reduced |
| Mercer Global Advisors Inc | 10,134 | $946.5K | 0.00% | +18+0.2% | Added |
| JBF Capital, Inc. | 10,000 | $939.0K | 0.14% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 9,968 | $936.0K | 0.00% | +2,210+28.5% | Added |
| Cetera Investment Advisers | 9,852 | $925.1K | 0.00% | +80+0.8% | Added |
| Calamos Advisors LLC | 9,615 | $902.8K | 0.00% | +9,615 | New |
| Inceptionr LLC | 8,850 | $831.0K | 0.20% | +3,357+61.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 8,409 | $789.6K | 0.00% | +4,778+131.6% | Added |
| Snowden Capital Advisors LLC | 8,273 | $776.8K | 0.02% | −331−3.8% | Reduced |
| Jane Street Group, LLC | 8,235 | $773.3K | 0.00% | −41,019−83.3% | Reduced |
| Susquehanna International Group, LLP | 8,109 | $761.4K | 0.00% | +8,109 | New |
| Allianz Asset Management GmbH | 8,038 | $754.8K | 0.00% | +1,755+27.9% | Added |
| Securian Asset Management, Inc | 7,971 | $748.5K | 0.02% | −200−2.4% | Reduced |
| HighTower Advisors, LLC | 7,934 | $747.0K | 0.00% | −24−0.3% | Reduced |
| Deutsche Bank AG | 7,899 | $741.7K | 0.00% | −67−0.8% | Reduced |
| Concurrent Investment Advisors, LLC | 7,453 | $699.8K | 0.02% | −26−0.3% | Reduced |
| Hancock Whitney Corp | 7,442 | $698.8K | 0.02% | +33+0.4% | Added |
| Credit Agricole S A | 7,405 | $695.3K | 0.00% | +7,405 | New |
| Knights of Columbus Asset Advisors LLC | 7,386 | $693.5K | 0.05% | −13,212−64.1% | Reduced |
| National Asset Management, Inc. | 7,344 | $690.3K | 0.02% | −5,356−42.2% | Reduced |
| First National Advisers, LLC | 7,337 | $688.9K | 0.11% | +212+3.0% | Added |
| Crossmark Global Holdings, Inc. | 7,068 | $664.0K | 0.01% | +803+12.8% | Added |
| Meritage Portfolio Management | 7,005 | $658.0K | 0.04% | +596+9.3% | Added |
| Pitcairn Co | 7,005 | $657.8K | 0.04% | −1,029−12.8% | Reduced |
| Studio Investment Management LLC | 6,897 | $647.6K | 0.14% | −114−1.6% | Reduced |
| Keeley-Teton Advisors, LLC | 6,686 | $627.8K | 0.07% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 6,659 | $625.3K | 0.00% | +47+0.7% | Added |
| Cornerstone Investment Partners, LLC | 6,564 | $616.4K | 0.03% | −109−1.6% | Reduced |
| Moody Aldrich Partners LLC | 6,120 | $574.7K | 0.10% | −5−0.1% | Reduced |
| Teza Capital Management LLC | 6,087 | $571.6K | 0.06% | +6,087 | New |
| NJ State Employees Deferred Compensation Plan | 6,000 | $563.4K | 0.07% | 00.0% | Unchanged |
| Ethic Inc. | 7,078 | $553.3K | 0.01% | +287+4.2% | Added |
| NorthRock Partners, LLC | 5,745 | $539.5K | 0.02% | +186+3.3% | Added |
| Maryland State Retirement & Pension System | 5,670 | $532.4K | 0.01% | −2,102−27.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 5,598 | $525.7K | 0.18% | +1,233+28.2% | Added |
| Oppenheimer & Co Inc | 5,564 | $522.5K | 0.01% | −86−1.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,427 | $509.6K | 0.00% | +1,386+34.3% | Added |
| Larson Financial Group LLC | 5,423 | $509.3K | 0.03% | +5,300+4,308.9% | Added |
| Connable Office Inc | 5,401 | $507.2K | 0.05% | 00.0% | Unchanged |
| Utah Retirement Systems | 5,300 | $497.7K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 5,185 | $487.0K | 0.00% | +5,185 | New |
| Integrated Investment Consultants, LLC | 5,186 | $487.0K | 0.11% | −198−3.7% | Reduced |
| Shell Asset Management Co | 5,123 | $481.0K | 0.02% | +5,123 | New |
| Fulton Bank, N.A. | 5,111 | $479.9K | 0.02% | +80+1.6% | Added |
| Resources Investment Advisors, LLC. | 4,954 | $465.2K | 0.01% | +166+3.5% | Added |
| Yorktown Management & Research Co Inc | 4,900 | $460.1K | 0.47% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 4,892 | $459.4K | 0.15% | −3,250−39.9% | Reduced |
| Baird Financial Group, Inc. | 4,846 | $455.0K | 0.00% | +946+24.3% | Added |
| Radnor Capital Management, LLC | 4,757 | $447.0K | 0.07% | +4,757 | New |
| Wealth Enhancement Advisory Services, LLC | 4,669 | $438.4K | 0.00% | −1,424−23.4% | Reduced |
| Panagora Asset Management Inc | 4,543 | $426.6K | 0.00% | −11−0.2% | Reduced |
| ProShare Advisors LLC | 4,469 | $419.6K | 0.00% | −363−7.5% | Reduced |
| Johnson Financial Group, Inc. | 4,253 | $399.4K | 0.02% | +2,224+109.6% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 4,227 | $396.9K | 0.19% | −250−5.6% | Reduced |
| Axq Capital, LP | 4,186 | $393.1K | 0.12% | +4,186 | New |
| Stratos Wealth Partners, LTD. | 4,166 | $391.2K | 0.01% | +56+1.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,102 | $385.2K | 0.01% | +4,102 | New |
| Verition Fund Management LLC | 4,096 | $384.6K | 0.00% | +4,096 | New |
| Shelton Capital Management | 4,021 | $377.6K | 0.01% | −385−8.7% | Reduced |
| Nisa Investment Advisors, LLC | 3,977 | $373.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,940 | $370.0K | 0.00% | +145+3.8% | Added |
| Great Lakes Advisors, LLC | 3,936 | $369.6K | 0.00% | −4,171−51.4% | Reduced |
| TAP Consulting, LLC | 3,912 | $367.3K | 0.07% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,877 | $364.1K | 0.00% | +467+13.7% | Added |
| Covenant Partners, LLC | 3,872 | $363.6K | 0.11% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 3,962 | $360.1K | 0.00% | +757+23.6% | Added |
| Advisor Group Holdings, Inc. | 3,827 | $359.4K | 0.00% | −211−5.2% | Reduced |
| TownSquare Capital, LLC | 3,790 | $355.9K | 0.00% | +3,790 | New |
| Sterling Capital Management LLC | 3,786 | $355.5K | 0.00% | +3,786 | New |
| Legacy Capital Wealth Partners, LLC | 3,746 | $351.7K | 0.07% | +37+1.0% | Added |
| Formidable Asset Management, LLC | 3,700 | $347.4K | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,017 | $338.0K | 0.00% | −4,781−54.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,525 | $331.0K | 0.02% | +27+0.8% | Added |
| Roberts Glore & Co Inc | 3,475 | $326.3K | 0.09% | −215−5.8% | Reduced |
| Diversify Advisory Services, LLC | 3,246 | $326.3K | 0.02% | +93+2.9% | Added |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $324.0K | 0.06% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,378 | $317.2K | 0.01% | −66−1.9% | Reduced |
| Advisors Asset Management, Inc. | 3,365 | $316.0K | 0.01% | +47+1.4% | Added |
| Smith, Moore & Co. | 3,345 | $314.1K | 0.03% | −1,807−35.1% | Reduced |
| Ci Investments Inc. | 3,321 | $312.0K | 0.00% | +361+12.2% | Added |
| HighPoint Advisor Group LLC | 2,976 | $307.3K | 0.02% | +52+1.8% | Added |
| Kestra Advisory Services, LLC | 3,264 | $306.5K | 0.00% | +54+1.7% | Added |
| Rehmann Capital Advisory Group | 3,234 | $305.8K | 0.02% | +151+4.9% | Added |
| nVerses Capital, LLC | 3,200 | $300.5K | 0.14% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 3,187 | $299.3K | 0.02% | +3,187 | New |
| United Capital Financial Advisers, LLC | 3,172 | $297.9K | 0.00% | −872−21.6% | Reduced |
| Sage Mountain Advisors LLC | 3,062 | $287.5K | 0.02% | +3,062 | New |
| HCR Wealth Advisors | 3,058 | $287.1K | 0.04% | 00.0% | Unchanged |
| Martingale Asset Management L P | 3,042 | $285.6K | 0.01% | −58,735−95.1% | Reduced |
| Freestone Capital Holdings, LLC | 3,025 | $284.0K | 0.01% | −975−24.4% | Reduced |
| CIBC Asset Management Inc | 3,019 | $283.5K | 0.00% | +102+3.5% | Added |