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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 3,006 | $282.3K | 0.01% | +196+7.0% | Added |
| Integrated Wealth Concepts LLC | 2,930 | $275.1K | 0.00% | −209−6.7% | Reduced |
| Private Advisor Group, LLC | 2,925 | $274.7K | 0.00% | +14+0.5% | Added |
| Kingsview Wealth Management, LLC | 2,920 | $274.2K | 0.01% | +2,920 | New |
| Veriti Management LLC | 2,915 | $273.7K | 0.01% | +228+8.5% | Added |
| Clearstead Advisors, LLC | 2,893 | $271.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,874 | $269.9K | 0.01% | +166+6.1% | Added |
| KBC Group NV | 2,855 | $268.0K | 0.00% | +295+11.5% | Added |
| Worldquant Millennium Advisors LLC | 2,846 | $267.2K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 2,824 | $265.2K | 0.01% | +246+9.5% | Added |
| Stephens Inc | 2,795 | $262.5K | 0.00% | 00.0% | Unchanged |
| Sapient Capital LLC | 2,789 | $261.9K | 0.01% | −615−18.1% | Reduced |
| Journey Strategic Wealth LLC | 2,783 | $261.3K | 0.01% | +3+0.1% | Added |
| Ritholtz Wealth Management | 2,723 | $255.7K | 0.01% | +2,723 | New |
| TD Private Client Wealth LLC | 2,708 | $254.3K | 0.01% | +576+27.0% | Added |
| ETF Store, Inc. | 2,672 | $250.9K | 0.26% | 00.0% | Unchanged |
| Intrust Bank NA | 2,653 | $249.1K | 0.02% | −331−11.1% | Reduced |
| Peapack Gladstone Financial Corp | 2,649 | $249.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 2,645 | $248.4K | 0.00% | +229+9.5% | Added |
| Vident Advisory, LLC | 2,640 | $248.1K | 0.01% | +50+1.9% | Added |
| Profund Advisors LLC | 2,600 | $244.1K | 0.01% | −56−2.1% | Reduced |
| Trueblood Wealth Management, LLC | 2,595 | $243.7K | 0.12% | −439−14.5% | Reduced |
| Forum Financial Management, LP | 2,588 | $243.0K | 0.00% | −10−0.4% | Reduced |
| IFP Advisors, Inc | 2,565 | $240.9K | 0.01% | −275−9.7% | Reduced |
| Synovus Financial Corp | 2,550 | $239.4K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 2,541 | $238.6K | 0.00% | −5−0.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,522 | $236.8K | 0.01% | −59−2.3% | Reduced |
| Gsa Capital Partners LLP | 2,506 | $235.0K | 0.02% | +2,506 | New |
| Origin Asset Management LLP | 2,460 | $231.0K | 0.11% | 00.0% | Unchanged |
| Financial Counselors Inc | 2,433 | $228.5K | 0.00% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,270 | $228.2K | 0.02% | +2,270 | New |
| Kraft, Davis & Associates, LLC | 2,198 | $227.8K | 0.07% | +2,198 | New |
| Foundations Investment Advisors, LLC | 2,370 | $222.5K | 0.00% | +2,370 | New |
| GWM Advisors LLC | 2,366 | $222.2K | 0.00% | +2,164+1,071.3% | Added |
| Rafferty Asset Management, LLC | 2,363 | $221.9K | 0.00% | −165−6.5% | Reduced |
| Icon Wealth Advisors, LLC | 2,362 | $221.8K | 0.02% | +2,362 | New |
| Hamilton Capital Partners Inc. | 2,350 | $220.7K | 0.02% | 00.0% | Unchanged |
| Trust Point Inc. | 2,348 | $220.5K | 0.02% | +2,348 | New |
| Metis Global Partners, LLC | 2,340 | $219.7K | 0.01% | −226−8.8% | Reduced |
| Savant Capital, LLC | 2,334 | $219.2K | 0.00% | +2,334 | New |
| Blair William & Co | 2,322 | $218.0K | 0.00% | +2,322 | New |
| Kestra Private Wealth Services, LLC | 2,301 | $216.1K | 0.00% | +2,301 | New |
| Country Trust Bank | 2,250 | $211.3K | 0.01% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 2,205 | $207.1K | 0.02% | +2,205 | New |
| CIBC Private Wealth Group, LLC | 2,154 | $202.3K | 0.00% | −558−20.6% | Reduced |
| Quadrant Capital Group LLC | 1,922 | $180.5K | 0.01% | +116+6.4% | Added |
| State of Wyoming | 1,771 | $166.3K | 0.02% | +144+8.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,700 | $159.7K | 0.00% | +375+28.3% | Added |
| SG Americas Securities, LLC | 1,686 | $158.0K | 0.00% | −16,651−90.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,592 | $149.5K | 0.00% | −1,341−45.7% | Reduced |
| Principal Securities, Inc. | 1,492 | $140.1K | 0.00% | −156−9.5% | Reduced |
| DekaBank Deutsche Girozentrale | 1,489 | $138.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,388 | $130.4K | 0.07% | +6+0.4% | Added |
| Hilltop National Bank | 1,250 | $117.4K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,201 | $112.8K | 0.00% | +717+148.1% | Added |
| Signaturefd, LLC | 1,021 | $95.9K | 0.00% | +21+2.1% | Added |
| Parkside Financial Bank & Trust | 978 | $91.8K | 0.01% | −4,000−80.4% | Reduced |
| Umb Bank N A | 870 | $81.7K | 0.00% | +233+36.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 809 | $76.0K | 0.00% | −7−0.9% | Reduced |
| 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 |
| First Horizon Advisors, Inc. | 731 | $68.6K | 0.00% | +3+0.4% | Added |
| Nomura Asset Management Co Ltd | 730 | $68.5K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 720 | $67.6K | 0.00% | +47+7.0% | Added |
| Global Retirement Partners, LLC | 675 | $63.4K | 0.00% | −380−36.0% | Reduced |
| Huntington National Bank | 631 | $59.3K | 0.00% | −55−8.0% | Reduced |
| Mather Group, LLC. | 617 | $57.9K | 0.00% | −225−26.7% | Reduced |
| Montag A & Associates Inc | 585 | $54.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 503 | $47.2K | 0.00% | +109+27.7% | Added |
| Harvest Fund Management Co., Ltd | 490 | $46.0K | 0.00% | −2,425−83.2% | Reduced |
| Park Place Capital Corp | 475 | $44.6K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 443 | $41.6K | 0.00% | +443 | New |
| Smartleaf Asset Management LLC | 417 | $39.1K | 0.00% | +122+41.4% | Added |
| Proequities, Inc. | 411 | $38.6K | 0.00% | −186−31.2% | Reduced |
| Lindbrook Capital, LLC | 389 | $36.5K | 0.00% | +3+0.8% | Added |
| Waldron Private Wealth LLC | 363 | $34.1K | 0.00% | +363 | New |
| Quent Capital, LLC | 354 | $33.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 336 | $31.6K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 322 | $30.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 321 | $30.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 317 | $29.8K | 0.00% | +74+30.5% | Added |
| Versant Capital Management, Inc | 312 | $29.3K | 0.01% | +5+1.6% | Added |
| Brown Brothers Harriman & Co | 300 | $28.2K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 284 | $26.7K | 0.00% | +284 | New |
| Jones Financial Companies LLLP | 284 | $26.6K | 0.00% | +84+42.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 277 | $26.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 269 | $25.3K | 0.01% | +1+0.4% | Added |
| Riverview Trust Co | 225 | $21.1K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 224 | $21.0K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 209 | $21.0K | 0.01% | +209 | New |
| Bessemer Group Inc | 211 | $20.0K | 0.00% | −37−14.9% | Reduced |
| Smithfield Trust Co | 206 | $19.0K | 0.00% | +206 | New |
| Salem Investment Counselors Inc | 200 | $18.8K | 0.00% | −100−33.3% | Reduced |
| Sandy Spring Bank | 198 | $18.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 186 | $17.5K | 0.00% | +4+2.2% | Added |
| Covestor Ltd | 172 | $16.0K | 0.01% | +2+1.2% | Added |
| Fortitude Family Office, LLC | 157 | $14.7K | 0.01% | +10+6.8% | Added |
| Central Trust Co | 149 | $14.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 136 | $12.8K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 135 | $12.7K | 0.00% | 00.0% | Unchanged |