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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, Q4 2024

Institutional positions in Stifel Financial Corp as of Dec 31, 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
510
+72 vs. Q3 2024
Shares held
87.6M
−337.5K (−0.4%) vs. Q3 2024
Total value
$9.29B
+$1.03B (+12.5%) vs. Q3 2024
New holders
93
162 more added
Sold out
21
174 more reduced

6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 510 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 heldQ4 2024: $9.29B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q3 2024.

Institutions holding SF in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Clear Street Markets LLC1$1060.00%+1New
SBI Securities Co., Ltd.1$1060.00%+1New
Activest Wealth Management1$1060.00%+1New
TFC Financial Management1$1070.00%00.0%Unchanged
Principia Wealth Advisory, LLC2$2120.00%+2New
Valued Wealth Advisors LLC2$2140.00%00.0%Unchanged
AdvisorNet Financial, Inc3$3180.00%−29−90.6%Reduced
Cassady Schiller Wealth Management, LLC3$3180.00%+3New
WR Wealth Planners, LLC4$4240.00%00.0%Unchanged
NewSquare Capital LLC4$4240.00%+4New
Parkworth Wealth Management, Inc.4$4240.00%+4New
HHM Wealth Advisors, LLC4$4250.00%+4New
WealthTrak Capital Management LLC5$5310.00%+5New
Amundi6$6510.00%−17,240−100.0%Reduced
Financial Management Professionals, Inc.7$7430.00%00.0%Unchanged
Global Financial Private Client, LLC8$8490.00%+8New
Sachetta, LLC10$1.06K0.00%−39−79.6%Reduced
Hexagon Capital Partners LLC10$1.06K0.00%+10New
Provenance Wealth Advisors, LLC14$1.49K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC16$1.72K0.00%00.0%Unchanged
Skopos Labs, Inc.18$1.91K0.00%+17+1,700.0%Added
Plato Investment Management Ltd18$1.92K0.00%00.0%Unchanged
Addison Advisors LLC19$2.02K0.00%+19New
Raleigh Capital Management Inc.20$2.12K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.23$2.44K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC25$2.65K0.00%00.0%Unchanged
Bokf, NA26$2.70K0.00%+22+550.0%Added
SJS Investment Consulting Inc.26$2.76K0.00%+1+4.0%Added
Prestige Wealth Management Group LLC28$2.97K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC32$3.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC31$3.29K0.00%−4−11.4%Reduced
South Plains Financial, Inc.36$3.82K0.00%+36New
Continuum Advisory, LLC36$3.82K0.00%00.0%Unchanged
Avalon Trust Co37$3.92K0.00%+37New
Colonial Trust Co38$4.03K0.00%+38New
Private Wealth Management Group, LLC39$4.14K0.00%00.0%Unchanged
Kestra Investment Management, LLC39$4.17K0.00%+39New
Cetera Trust Company, N.A40$4.24K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc42$4.46K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.43$4.56K0.00%00.0%Unchanged
Bell Investment Advisors, Inc44$4.67K0.00%−5−10.2%Reduced
North Star Investment Management Corp.47$5.00K0.00%+47New
LGT Financial Advisors LLC52$5.52K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC54$5.73K0.00%+29+116.0%Added
Retirement Wealth Solutions LLC55$5.75K0.00%+55New
Harbour Investments, Inc.60$6.37K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC67$7.11K0.00%00.0%Unchanged
Johnson Financial Group, Inc.65$7.53K0.00%−4,188−98.5%Reduced
Wolff Wiese Magana LLC74$7.85K0.01%00.0%Unchanged
Geneos Wealth Management Inc.74$7.85K0.00%+7+10.4%Added
MAI Capital Management76$8.06K0.00%+76New
Private Trust Co NA87$9.23K0.00%00.0%Unchanged
First Financial Corp88$9.34K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC88$9.34K0.00%+88New
Whittier Trust Co of Nevada Inc90$9.55K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC92$9.76K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC94$9.98K0.01%00.0%Unchanged
Creative Financial Designs Inc95$10.1K0.00%00.0%Unchanged
Headlands Technologies LLC95$10.1K0.00%+95New
Eagle Bay Advisors LLC98$10.4K0.01%−38−27.9%Reduced
Aster Capital Management (DIFC) Ltd99$10.5K0.00%+99New
Cornerstone Planning Group LLC96$10.9K0.00%−7−6.8%Reduced
Manchester Capital Management LLC135$14.3K0.00%00.0%Unchanged
WPG Advisers, LLC140$14.9K0.01%+140New
Massmutual Trust Co FSB148$15.7K0.00%+43+41.0%Added
Central Trust Co149$15.8K0.00%00.0%Unchanged
Fortitude Family Office, LLC157$16.7K0.01%00.0%Unchanged
J.Safra Asset Management Corp169$17.9K0.00%+48+39.7%Added
Covestor Ltd182$19.0K0.01%+10+5.8%Added
Sandy Spring Bank198$21.0K0.00%00.0%Unchanged
Salem Investment Counselors Inc200$21.2K0.00%00.0%Unchanged
Smithfield Trust Co206$22.0K0.00%00.0%Unchanged
Jones Financial Companies LLLP214$22.7K0.00%−70−24.6%Reduced
Allworth Financial LP201$23.1K0.00%+15+8.1%Added
Riverview Trust Co225$23.9K0.02%00.0%Unchanged
V-Square Quantitative Management LLC242$25.7K0.00%+242New
Hemington Wealth Management258$27.0K0.01%+49+23.4%Added
Rise Advisors, LLC270$28.7K0.01%+1+0.4%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.277$30.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.304$32.2K0.00%−13−4.1%Reduced
JTC Employer Solutions Trusteee Ltd321$34.0K0.00%00.0%Unchanged
Bessemer Group Inc321$34.0K0.00%+110+52.1%Added
Farther Finance Advisors, LLC333$35.3K0.00%−868−72.3%Reduced
Whittier Trust Co336$35.6K0.00%00.0%Unchanged
Quent Capital, LLC354$37.6K0.00%00.0%Unchanged
Proequities, Inc.348$40.0K0.00%−63−15.3%Reduced
Lindbrook Capital, LLC391$41.5K0.00%+2+0.5%Added
Versant Capital Management, Inc457$48.5K0.01%+145+46.5%Added
Quarry LP459$48.7K0.01%+459New
Park Place Capital Corp475$50.4K0.01%00.0%Unchanged
Global Retirement Partners, LLC487$51.7K0.00%−188−27.9%Reduced
Smartleaf Asset Management LLC528$56.0K0.01%+111+26.6%Added
Brown Brothers Harriman & Co553$58.7K0.00%+253+84.3%Added
Point72 Asia (Singapore) Pte. Ltd.577$61.2K0.02%+577New
Montag A & Associates Inc585$62.1K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd596$63.2K0.06%+596New
First Horizon Advisors, Inc.633$67.1K0.00%−98−13.4%Reduced
Mather Group, LLC.707$75.0K0.00%+90+14.6%Added
Nomura Asset Management Co Ltd730$77.4K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC750$79.6K0.06%−15−2.0%Reduced