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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 3,784 | $401.0K | 0.00% | +463+13.9% | Added |
| Oak Thistle LLC | 3,831 | $406.4K | 0.12% | +3,831 | New |
| Shelton Capital Management | 3,869 | $410.4K | 0.01% | −152−3.8% | Reduced |
| Covenant Partners, LLC | 3,872 | $410.7K | 0.13% | 00.0% | Unchanged |
| TAP Consulting, LLC | 3,912 | $415.0K | 0.08% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,936 | $417.6K | 0.10% | +190+5.1% | Added |
| Lecap Asset Management Ltd | 3,943 | $418.3K | 0.11% | +3,943 | New |
| Nisa Investment Advisors, LLC | 3,977 | $421.9K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 3,992 | $423.5K | 0.00% | +3,992 | New |
| CWM, LLC | 4,088 | $434.0K | 0.00% | +148+3.8% | Added |
| Stratos Wealth Partners, LTD. | 4,201 | $445.7K | 0.01% | +35+0.8% | Added |
| Great Lakes Advisors, LLC | 4,216 | $447.2K | 0.00% | +280+7.1% | Added |
| KBC Group NV | 4,407 | $467.0K | 0.00% | +1,552+54.4% | Added |
| Larson Financial Group LLC | 4,413 | $468.1K | 0.02% | −1,010−18.6% | Reduced |
| Panagora Asset Management Inc | 4,441 | $471.1K | 0.00% | −102−2.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,460 | $473.9K | 0.00% | +498+12.6% | Added |
| Quest Partners LLC | 4,497 | $477.0K | 0.06% | +4,490+64,142.9% | Added |
| Toroso Investments, LLC | 4,682 | $496.7K | 0.00% | +805+20.8% | Added |
| 111 Capital | 4,730 | $501.8K | 0.11% | +4,730 | New |
| Versor Investments LP | 4,740 | $502.8K | 0.09% | +4,740 | New |
| Radnor Capital Management, LLC | 4,757 | $505.0K | 0.08% | 00.0% | Unchanged |
| Bryce Point Capital, LLC | 4,768 | $505.8K | 0.15% | +4,768 | New |
| ProShare Advisors LLC | 4,788 | $507.9K | 0.00% | +319+7.1% | Added |
| Baird Financial Group, Inc. | 4,866 | $516.2K | 0.00% | +20+0.4% | Added |
| Resources Investment Advisors, LLC. | 4,869 | $516.5K | 0.01% | −85−1.7% | Reduced |
| Detalus Advisors, LLC | 4,892 | $518.9K | 0.17% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 4,900 | $519.8K | 0.50% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,978 | $528.1K | 0.02% | −133−2.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,903 | $528.7K | 0.01% | +801+19.5% | Added |
| Shell Asset Management Co | 5,117 | $543.0K | 0.02% | −6−0.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 5,223 | $554.1K | 0.01% | +5,223 | New |
| Utah Retirement Systems | 5,300 | $562.2K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 5,360 | $568.6K | 0.19% | +5,360 | New |
| Advisor Group Holdings, Inc. | 5,365 | $569.2K | 0.00% | +1,538+40.2% | Added |
| Connable Office Inc | 5,401 | $572.9K | 0.06% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,403 | $573.2K | 0.03% | +4,683+650.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,427 | $575.7K | 0.00% | +758+16.2% | Added |
| Integrated Investment Consultants, LLC | 5,635 | $597.8K | 0.12% | +449+8.7% | Added |
| Maryland State Retirement & Pension System | 5,670 | $601.5K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,741 | $609.0K | 0.02% | +5,741 | New |
| NorthRock Partners, LLC | 5,762 | $611.2K | 0.02% | +17+0.3% | Added |
| Sterling Capital Management LLC | 5,883 | $624.1K | 0.01% | +2,097+55.4% | Added |
| NJ State Employees Deferred Compensation Plan | 6,000 | $636.5K | 0.08% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 6,093 | $646.3K | 0.12% | −27−0.4% | Reduced |
| FORA Capital, LLC | 6,339 | $672.4K | 0.08% | +6,339 | New |
| Gsa Capital Partners LLP | 6,366 | $675.0K | 0.05% | +3,860+154.0% | Added |
| Measured Wealth Private Client Group, LLC | 6,426 | $681.7K | 0.22% | +828+14.8% | Added |
| National Asset Management, Inc. | 6,479 | $687.3K | 0.02% | −865−11.8% | Reduced |
| Studio Investment Management LLC | 6,617 | $701.9K | 0.15% | −280−4.1% | Reduced |
| ISAM Funds (UK) Ltd | 6,728 | $713.7K | 0.53% | +6,728 | New |
| Cornerstone Investment Partners, LLC | 6,742 | $715.2K | 0.04% | +178+2.7% | Added |
| Pitcairn Co | 6,832 | $724.7K | 0.04% | −173−2.5% | Reduced |
| Ethic Inc. | 6,935 | $735.7K | 0.01% | −143−2.0% | Reduced |
| Haven Private, LLC | 7,000 | $742.6K | 0.41% | +7,000 | New |
| Crossmark Global Holdings, Inc. | 7,314 | $776.0K | 0.01% | +246+3.5% | Added |
| Knights of Columbus Asset Advisors LLC | 7,386 | $783.5K | 0.05% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 7,433 | $788.5K | 0.02% | −20−0.3% | Reduced |
| CI Private Wealth, LLC | 7,447 | $789.4K | 0.00% | +788+11.8% | Added |
| Hancock Whitney Corp | 7,541 | $799.9K | 0.03% | +99+1.3% | Added |
| Securian Asset Management, Inc | 7,737 | $820.7K | 0.02% | −234−2.9% | Reduced |
| Meritage Portfolio Management | 7,871 | $835.0K | 0.05% | +866+12.4% | Added |
| Tower Research Capital LLC (TRC) | 7,942 | $842.5K | 0.02% | +6,350+398.9% | Added |
| Janney Montgomery Scott LLC | 8,000 | $849.0K | 0.00% | +8,000 | New |
| Deutsche Bank AG | 8,353 | $886.1K | 0.00% | +454+5.7% | Added |
| Omers Administration Corp | 8,400 | $891.1K | 0.01% | +8,400 | New |
| Snowden Capital Advisors LLC | 8,436 | $894.9K | 0.03% | +163+2.0% | Added |
| HighTower Advisors, LLC | 8,777 | $931.1K | 0.00% | +843+10.6% | Added |
| Mercer Global Advisors Inc | 9,068 | $962.0K | 0.00% | −1,066−10.5% | Reduced |
| Entropy Technologies, LP | 9,334 | $990.2K | 0.10% | +9,334 | New |
| Calamos Advisors LLC | 9,615 | $1.02M | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 9,876 | $1.05M | 0.01% | +9,876 | New |
| JBF Capital, Inc. | 10,000 | $1.06M | 0.18% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 10,523 | $1.12M | 0.00% | +36+0.3% | Added |
| Trust Point Inc. | 10,644 | $1.13M | 0.08% | +8,296+353.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,764 | $1.14M | 0.08% | +10,764 | New |
| Public Employees Retirement Association of Colorado | 10,875 | $1.15M | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10,945 | $1.16M | 0.01% | +341+3.2% | Added |
| Cetera Investment Advisers | 11,161 | $1.18M | 0.00% | +1,309+13.3% | Added |
| Xponance, Inc. | 11,691 | $1.24M | 0.01% | +557+5.0% | Added |
| Natixis | 11,771 | $1.25M | 0.01% | +11,771 | New |
| Verition Fund Management LLC | 11,919 | $1.26M | 0.01% | +7,823+191.0% | Added |
| Gator Capital Management, LLC | 12,000 | $1.27M | 0.48% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,062 | $1.28M | 0.00% | −853−6.6% | Reduced |
| Coldstream Capital Management Inc | 12,185 | $1.29M | 0.03% | −207−1.7% | Reduced |
| First Hawaiian Bank | 12,403 | $1.32M | 0.04% | −109−0.9% | Reduced |
| Clark Capital Management Group, Inc. | 12,433 | $1.32M | 0.01% | +830+7.2% | Added |
| Mackenzie Financial Corp | 12,687 | $1.35M | 0.00% | +12,687 | New |
| Brown Advisory Inc | 13,021 | $1.38M | 0.00% | +42+0.3% | Added |
| AMG National Trust Bank | 13,065 | $1.39M | 0.04% | −7,307−35.9% | Reduced |
| Credit Agricole S A | 13,173 | $1.40M | 0.00% | +5,768+77.9% | Added |
| Nomura Holdings Inc | 13,581 | $1.44M | 0.01% | +13,581 | New |
| Acadian Asset Management LLC | 14,118 | $1.50M | 0.00% | +3,064+27.7% | Added |
| JustInvest LLC | 14,145 | $1.50M | 0.02% | +2,041+16.9% | Added |
| O'Shaughnessy Asset Management, LLC | 14,151 | $1.50M | 0.01% | −143−1.0% | Reduced |
| Russell Investments Group, Ltd. | 14,722 | $1.56M | 0.00% | +567+4.0% | Added |
| Quantum Private Wealth, LLC | 14,901 | $1.58M | 0.51% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 15,065 | $1.60M | 0.00% | +1,108+7.9% | Added |
| Delphi Management Inc | 15,084 | $1.60M | 1.55% | −2,321−13.3% | Reduced |
| Susquehanna International Group, LLP | 15,376 | $1.63M | 0.00% | +7,267+89.6% | Added |
| Creative Planning | 15,502 | $1.64M | 0.00% | +850+5.8% | Added |