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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 2,156,932 | $228.8M | 0.24% | −122,335−5.4% | Reduced |
| Morgan Stanley | 2,564,186 | $272.0M | 0.02% | +184,078+7.7% | Added |
| Wellington Management Group LLP | 2,588,964 | $274.6M | 0.05% | +630,255+32.2% | Added |
| Alliancebernstein L.P. | 2,651,560 | $281.3M | 0.10% | −322,052−10.8% | Reduced |
| Earnest Partners LLC | 2,948,476 | $312.8M | 1.40% | −24,119−0.8% | Reduced |
| State Street Corp | 3,211,714 | $340.7M | 0.01% | +89,372+2.9% | Added |
| Capital Research Global Investors | 3,474,736 | $368.6M | 0.08% | +1,6450.0% | Added |
| FMR LLC | 8,628,832 | $915.3M | 0.05% | +672,420+8.5% | Added |
| BlackRock, Inc. | 9,457,936 | $1.00B | 0.02% | +147,416+1.6% | Added |
| Vanguard Group Inc | 10,402,992 | $1.10B | 0.02% | +21,213+0.2% | Added |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −138,941−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −12,787−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −11,354−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −8,850−100.0% | Sold out |
| First National Advisers, LLC | 0 | $0 | 0.00% | −7,337−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | 0 | $0 | 0.00% | −6,686−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −6,087−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −5,564−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −5,185−100.0% | Sold out |
| Keeler & Nadler Financial Planning & Wealth Management | 0 | $0 | 0.00% | −4,227−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,186−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −3,042−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −2,915−100.0% | Sold out |
| Origin Asset Management LLP | 0 | $0 | 0.00% | −2,460−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,205−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −322−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| GYL Financial Synergies, LLC | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Alpine Bank Wealth Management | – | – | – | – | Not filed |
| Planning Capital Management Corp | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |