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 |
|---|---|---|---|---|---|
| J.Safra Asset Management Corp | 121 | $11.3K | 0.00% | +121 | New |
| Cornerstone Planning Group LLC | 103 | $10.8K | 0.00% | −38−27.0% | Reduced |
| Massmutual Trust Co FSB | 105 | $9.86K | 0.00% | −72−40.7% | Reduced |
| Creative Financial Designs Inc | 95 | $8.92K | 0.00% | −30−24.0% | Reduced |
| Frazier Financial Advisors, LLC | 94 | $8.83K | 0.01% | −64−40.5% | Reduced |
| JFS Wealth Advisors, LLC | 92 | $8.64K | 0.00% | +3+3.4% | Added |
| Whittier Trust Co of Nevada Inc | 90 | $8.45K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 88 | $8.26K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 87 | $8.17K | 0.00% | −12−12.1% | Reduced |
| Wolff Wiese Magana LLC | 74 | $6.95K | 0.00% | +74 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 67 | $6.29K | 0.00% | −33−33.0% | Reduced |
| Geneos Wealth Management Inc. | 67 | $6.29K | 0.00% | +67 | New |
| Harbour Investments, Inc. | 60 | $5.63K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 53 | $4.98K | 0.00% | +53 | New |
| LGT Financial Advisors LLC | 52 | $4.88K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 49 | $4.60K | 0.00% | −8−14.0% | Reduced |
| Sachetta, LLC | 49 | $4.60K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 36 | $4.16K | 0.00% | +17+89.5% | Added |
| Ruedi Wealth Management, Inc. | 43 | $4.04K | 0.00% | −43−50.0% | Reduced |
| Farmers & Merchants Investments Inc | 42 | $3.94K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 42 | $3.94K | 0.00% | +42 | New |
| Cetera Trust Company, N.A | 40 | $3.76K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $3.66K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 35 | $3.29K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 32 | $3.00K | 0.00% | +5+18.5% | Added |
| Capital Advisors, Ltd. LLC | 32 | $3.00K | 0.00% | −1−3.0% | Reduced |
| Prestige Wealth Management Group LLC | 28 | $2.63K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 25 | $2.35K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $2.35K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 25 | $2.35K | 0.00% | −28−52.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 23 | $2.16K | 0.00% | +1+4.5% | Added |
| Raleigh Capital Management Inc. | 20 | $1.88K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 18 | $1.69K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 16 | $1.52K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $1.31K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 9 | $757 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 8 | $751 | 0.00% | +8 | New |
| Quest Partners LLC | 7 | $657 | 0.00% | +7 | New |
| Bokf, NA | 4 | $379 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 4 | $376 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $189 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $94 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1 | $94 | 0.00% | +1 | New |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −220,012−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −213,695−100.0% | Sold out |
| Poplar Forest Capital LLC | 0 | $0 | 0.00% | −190,155−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −99,900−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −41,963−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −23,176−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,821−100.0% | Sold out |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −7,302−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −6,848−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,021−100.0% | Sold out |
| Northeast Investment Management | 0 | $0 | 0.00% | −5,033−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,912−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,626−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −4,185−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −3,876−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,311−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −2,827−100.0% | Sold out |
| US Asset Management LLC | 0 | $0 | 0.00% | −2,657−100.0% | Sold out |
| Adviser Investments LLC | 0 | $0 | 0.00% | −2,572−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,450−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −2,403−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,290−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −576−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −424−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |