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, 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 765 | $81.2K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 802 | $85.1K | 0.00% | −7−0.9% | Reduced |
| Huntington National Bank | 805 | $85.4K | 0.00% | +174+27.6% | Added |
| GAMMA Investing LLC | 900 | $95.5K | 0.01% | +397+78.9% | Added |
| Parkside Financial Bank & Trust | 934 | $99.1K | 0.01% | −44−4.5% | Reduced |
| Umb Bank N A | 1,080 | $114.6K | 0.00% | +210+24.1% | Added |
| Signaturefd, LLC | 1,093 | $115.9K | 0.00% | +72+7.1% | Added |
| Hilltop National Bank | 1,150 | $122.0K | 0.04% | −100−8.0% | Reduced |
| R Squared Ltd | 1,190 | $126.2K | 0.12% | +1,190 | New |
| CarsonAllaria Wealth Management, Ltd. | 1,393 | $147.9K | 0.08% | +5+0.4% | Added |
| DekaBank Deutsche Girozentrale | 1,489 | $156.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,583 | $167.9K | 0.01% | +1,583 | New |
| Principal Securities, Inc. | 1,642 | $174.2K | 0.00% | +150+10.1% | Added |
| State of Wyoming | 1,744 | $185.0K | 0.02% | −27−1.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,778 | $192.9K | 0.00% | −376−17.5% | Reduced |
| Hamilton Capital Partners Inc. | 1,837 | $194.9K | 0.01% | −513−21.8% | Reduced |
| TD Private Client Wealth LLC | 1,882 | $199.6K | 0.01% | −826−30.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,918 | $203.5K | 0.00% | −3,509−64.7% | Reduced |
| Old National Bancorp | 1,925 | $204.2K | 0.00% | +1,925 | New |
| Merit Financial Group, LLC | 1,936 | $205.4K | 0.00% | +1,936 | New |
| Sage Rhino Capital LLC | 1,980 | $210.0K | 0.05% | +1,980 | New |
| Winebrenner Capital Management LLC | 2,040 | $216.4K | 0.17% | +2,040 | New |
| Quadrant Capital Group LLC | 2,060 | $218.5K | 0.02% | +138+7.2% | Added |
| Metis Global Partners, LLC | 2,075 | $220.1K | 0.01% | −265−11.3% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 2,080 | $220.6K | 0.04% | +2,080 | New |
| Machina Capital S.A.S. | 2,092 | $221.9K | 0.09% | +2,092 | New |
| Drive Wealth Management, LLC | 2,143 | $227.4K | 0.06% | +2,143 | New |
| Trueblood Wealth Management, LLC | 2,195 | $232.8K | 0.11% | −400−15.4% | Reduced |
| Evergreen Capital Management LLC | 2,199 | $233.3K | 0.01% | +2,199 | New |
| Kraft, Davis & Associates, LLC | 2,185 | $235.0K | 0.07% | −13−0.6% | Reduced |
| Foundations Investment Advisors, LLC | 2,231 | $236.7K | 0.00% | −139−5.9% | Reduced |
| Everence Capital Management Inc | 2,230 | $237.0K | 0.02% | +2,230 | New |
| Country Trust Bank | 2,250 | $238.7K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,288 | $242.7K | 0.02% | +18+0.8% | Added |
| Kestra Private Wealth Services, LLC | 2,289 | $242.8K | 0.00% | −12−0.5% | Reduced |
| HB Wealth Management, LLC | 2,314 | $245.5K | 0.00% | +2,314 | New |
| Blair William & Co | 2,323 | $246.4K | 0.00% | +10.0% | Added |
| Diametric Capital, LP | 2,326 | $246.7K | 0.17% | +2,326 | New |
| Savant Capital, LLC | 2,336 | $247.8K | 0.00% | +2+0.1% | Added |
| Rafferty Asset Management, LLC | 2,337 | $247.9K | 0.00% | −26−1.1% | Reduced |
| US Asset Management LLC | 2,349 | $249.0K | 0.22% | +2,349 | New |
| Allianz Asset Management GmbH | 2,355 | $249.8K | 0.00% | −5,683−70.7% | Reduced |
| Virtu Financial LLC | 2,355 | $250.0K | 0.01% | +2,355 | New |
| Vident Advisory, LLC | 2,365 | $251.1K | 0.00% | −275−10.4% | Reduced |
| Financial Counselors Inc | 2,433 | $258.1K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 2,462 | $261.2K | 0.02% | +100+4.2% | Added |
| Profund Advisors LLC | 2,481 | $263.2K | 0.01% | −119−4.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,498 | $265.0K | 0.01% | −24−1.0% | Reduced |
| GWM Advisors LLC | 2,526 | $267.9K | 0.00% | +160+6.8% | Added |
| Synovus Financial Corp | 2,550 | $270.5K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,559 | $271.0K | 0.01% | +2,069+422.2% | Added |
| Greenleaf Trust | 2,589 | $274.6K | 0.00% | +48+1.9% | Added |
| Sapient Capital LLC | 2,594 | $275.2K | 0.01% | −195−7.0% | Reduced |
| Wolverine Trading, LLC | 2,616 | $277.7K | 0.01% | +2,616 | New |
| Congress Wealth Management LLC | 2,620 | $277.9K | 0.00% | +2,620 | New |
| IFP Advisors, Inc | 2,615 | $279.6K | 0.01% | +50+1.9% | Added |
| GeoWealth Management, LLC | 2,636 | $279.6K | 0.01% | +2,193+495.0% | Added |
| Peapack Gladstone Financial Corp | 2,642 | $280.0K | 0.00% | −7−0.3% | Reduced |
| Grant Private Wealth Management Inc | 2,650 | $281.1K | 0.30% | +2,650 | New |
| Kingsview Wealth Management, LLC | 2,656 | $281.7K | 0.01% | −264−9.0% | Reduced |
| ETF Store, Inc. | 2,672 | $283.4K | 0.35% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 2,700 | $286.4K | 0.05% | −1,000−27.0% | Reduced |
| Ritholtz Wealth Management | 2,712 | $287.7K | 0.01% | −11−0.4% | Reduced |
| Private Advisor Group, LLC | 2,723 | $288.8K | 0.00% | −202−6.9% | Reduced |
| Journey Strategic Wealth LLC | 2,790 | $296.0K | 0.01% | +7+0.3% | Added |
| Stephens Inc | 2,795 | $296.5K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 2,823 | $299.5K | 0.00% | −107−3.7% | Reduced |
| Sage Mountain Advisors LLC | 2,842 | $301.5K | 0.02% | −220−7.2% | Reduced |
| Worldquant Millennium Advisors LLC | 2,846 | $301.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,886 | $306.1K | 0.01% | +12+0.4% | Added |
| Clearstead Advisors, LLC | 2,899 | $307.5K | 0.00% | +6+0.2% | Added |
| M&T Bank Corp | 2,931 | $310.9K | 0.00% | +286+10.8% | Added |
| Diversify Advisory Services, LLC | 3,003 | $312.3K | 0.02% | −243−7.5% | Reduced |
| Smith, Moore & Co. | 2,995 | $317.7K | 0.03% | −350−10.5% | Reduced |
| Busey Wealth Management | 3,006 | $318.9K | 0.01% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3,025 | $320.9K | 0.01% | 00.0% | Unchanged |
| HCR Wealth Advisors | 3,038 | $322.3K | 0.04% | −20−0.7% | Reduced |
| CAPROCK Group, Inc. | 3,063 | $324.9K | 0.01% | +239+8.5% | Added |
| HighPoint Advisor Group LLC | 3,030 | $328.4K | 0.02% | +54+1.8% | Added |
| Kestra Advisory Services, LLC | 3,120 | $331.0K | 0.00% | −144−4.4% | Reduced |
| Caxton Associates LP | 3,144 | $333.5K | 0.01% | +3,144 | New |
| United Capital Financial Advisers, LLC | 3,149 | $334.0K | 0.00% | −23−0.7% | Reduced |
| CIBC Asset Management Inc | 3,183 | $337.7K | 0.00% | +164+5.4% | Added |
| Visionary Wealth Advisors | 3,187 | $338.1K | 0.02% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 3,190 | $338.4K | 0.11% | +3,190 | New |
| XTX Topco Ltd | 3,194 | $338.8K | 0.03% | +3,194 | New |
| Bridgewater Associates, LP | 3,204 | $339.9K | 0.00% | −7,612−70.4% | Reduced |
| Forum Financial Management, LP | 3,219 | $341.5K | 0.01% | +631+24.4% | Added |
| Tudor Investment Corp Et Al | 3,240 | $343.7K | 0.00% | +3,240 | New |
| Intrust Bank NA | 3,275 | $347.4K | 0.04% | +622+23.4% | Added |
| Roberts Glore & Co Inc | 3,275 | $347.4K | 0.10% | −200−5.8% | Reduced |
| Advisors Asset Management, Inc. | 3,388 | $359.4K | 0.01% | +23+0.7% | Added |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $366.0K | 0.07% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,471 | $368.2K | 0.00% | −546−13.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,525 | $373.9K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,565 | $378.2K | 0.02% | +331+10.2% | Added |
| Northwestern Mutual Wealth Management Co | 3,599 | $381.7K | 0.00% | +1,899+111.7% | Added |
| SG Americas Securities, LLC | 3,632 | $385.0K | 0.00% | +1,946+115.4% | Added |
| TownSquare Capital, LLC | 3,665 | $388.8K | 0.00% | −125−3.3% | Reduced |
| Perigon Wealth Management, LLC | 3,531 | $394.9K | 0.01% | +153+4.5% | Added |