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 |
|---|---|---|---|---|---|
| First Financial Bankshares Inc | 17,243 | $1.83M | 0.04% | +17,243 | New |
| Envestnet Portfolio Solutions, Inc. | 17,213 | $1.83M | 0.01% | −1,296−7.0% | Reduced |
| Boston Partners | 16,863 | $1.79M | 0.00% | −2,514−13.0% | Reduced |
| Magnetar Financial LLC | 16,743 | $1.78M | 0.04% | +16,743 | New |
| QRG Capital Management, Inc. | 16,660 | $1.77M | 0.02% | −372−2.2% | Reduced |
| Voloridge Investment Management, LLC | 16,618 | $1.76M | 0.01% | +16,618 | New |
| RSM US Wealth Management LLC | 16,318 | $1.73M | 0.02% | −2,292−12.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 15,964 | $1.69M | 0.24% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 15,928 | $1.69M | 0.01% | −1,330−7.7% | Reduced |
| Tanaka Capital Management Inc | 15,681 | $1.66M | 3.80% | −40−0.3% | Reduced |
| Creative Planning | 15,502 | $1.64M | 0.00% | +850+5.8% | Added |
| Susquehanna International Group, LLP | 15,376 | $1.63M | 0.00% | +7,267+89.6% | Added |
| Delphi Management Inc | 15,084 | $1.60M | 1.55% | −2,321−13.3% | Reduced |
| Pictet Asset Management Holding SA | 15,065 | $1.60M | 0.00% | +1,108+7.9% | Added |
| Quantum Private Wealth, LLC | 14,901 | $1.58M | 0.51% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 14,722 | $1.56M | 0.00% | +567+4.0% | Added |
| O'Shaughnessy Asset Management, LLC | 14,151 | $1.50M | 0.01% | −143−1.0% | Reduced |
| JustInvest LLC | 14,145 | $1.50M | 0.02% | +2,041+16.9% | Added |
| Acadian Asset Management LLC | 14,118 | $1.50M | 0.00% | +3,064+27.7% | Added |
| Nomura Holdings Inc | 13,581 | $1.44M | 0.01% | +13,581 | New |
| Credit Agricole S A | 13,173 | $1.40M | 0.00% | +5,768+77.9% | Added |
| AMG National Trust Bank | 13,065 | $1.39M | 0.04% | −7,307−35.9% | Reduced |
| Brown Advisory Inc | 13,021 | $1.38M | 0.00% | +42+0.3% | Added |
| Mackenzie Financial Corp | 12,687 | $1.35M | 0.00% | +12,687 | New |
| Clark Capital Management Group, Inc. | 12,433 | $1.32M | 0.01% | +830+7.2% | Added |
| First Hawaiian Bank | 12,403 | $1.32M | 0.04% | −109−0.9% | Reduced |
| Coldstream Capital Management Inc | 12,185 | $1.29M | 0.03% | −207−1.7% | Reduced |
| Voya Investment Management LLC | 12,062 | $1.28M | 0.00% | −853−6.6% | Reduced |
| Gator Capital Management, LLC | 12,000 | $1.27M | 0.48% | 00.0% | Unchanged |
| Verition Fund Management LLC | 11,919 | $1.26M | 0.01% | +7,823+191.0% | Added |
| Natixis | 11,771 | $1.25M | 0.01% | +11,771 | New |
| Xponance, Inc. | 11,691 | $1.24M | 0.01% | +557+5.0% | Added |
| Cetera Investment Advisers | 11,161 | $1.18M | 0.00% | +1,309+13.3% | Added |
| Avantax Advisory Services, Inc. | 10,945 | $1.16M | 0.01% | +341+3.2% | Added |
| Public Employees Retirement Association of Colorado | 10,875 | $1.15M | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 10,764 | $1.14M | 0.08% | +10,764 | New |
| Trust Point Inc. | 10,644 | $1.13M | 0.08% | +8,296+353.3% | Added |
| Neuberger Berman Group LLC | 10,523 | $1.12M | 0.00% | +36+0.3% | Added |
| JBF Capital, Inc. | 10,000 | $1.06M | 0.18% | 00.0% | Unchanged |
| Trexquant Investment LP | 9,876 | $1.05M | 0.01% | +9,876 | New |
| Calamos Advisors LLC | 9,615 | $1.02M | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 9,334 | $990.2K | 0.10% | +9,334 | New |
| Mercer Global Advisors Inc | 9,068 | $962.0K | 0.00% | −1,066−10.5% | Reduced |
| HighTower Advisors, LLC | 8,777 | $931.1K | 0.00% | +843+10.6% | Added |
| Snowden Capital Advisors LLC | 8,436 | $894.9K | 0.03% | +163+2.0% | Added |
| Omers Administration Corp | 8,400 | $891.1K | 0.01% | +8,400 | New |
| Deutsche Bank AG | 8,353 | $886.1K | 0.00% | +454+5.7% | Added |
| Janney Montgomery Scott LLC | 8,000 | $849.0K | 0.00% | +8,000 | New |
| Tower Research Capital LLC (TRC) | 7,942 | $842.5K | 0.02% | +6,350+398.9% | Added |
| Meritage Portfolio Management | 7,871 | $835.0K | 0.05% | +866+12.4% | Added |
| Securian Asset Management, Inc | 7,737 | $820.7K | 0.02% | −234−2.9% | Reduced |
| Hancock Whitney Corp | 7,541 | $799.9K | 0.03% | +99+1.3% | Added |
| CI Private Wealth, LLC | 7,447 | $789.4K | 0.00% | +788+11.8% | Added |
| Concurrent Investment Advisors, LLC | 7,433 | $788.5K | 0.02% | −20−0.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 7,386 | $783.5K | 0.05% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 7,314 | $776.0K | 0.01% | +246+3.5% | Added |
| Haven Private, LLC | 7,000 | $742.6K | 0.41% | +7,000 | New |
| Ethic Inc. | 6,935 | $735.7K | 0.01% | −143−2.0% | Reduced |
| Pitcairn Co | 6,832 | $724.7K | 0.04% | −173−2.5% | Reduced |
| Cornerstone Investment Partners, LLC | 6,742 | $715.2K | 0.04% | +178+2.7% | Added |
| ISAM Funds (UK) Ltd | 6,728 | $713.7K | 0.53% | +6,728 | New |
| Studio Investment Management LLC | 6,617 | $701.9K | 0.15% | −280−4.1% | Reduced |
| National Asset Management, Inc. | 6,479 | $687.3K | 0.02% | −865−11.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 6,426 | $681.7K | 0.22% | +828+14.8% | Added |
| Gsa Capital Partners LLP | 6,366 | $675.0K | 0.05% | +3,860+154.0% | Added |
| FORA Capital, LLC | 6,339 | $672.4K | 0.08% | +6,339 | New |
| Moody Aldrich Partners LLC | 6,093 | $646.3K | 0.12% | −27−0.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 6,000 | $636.5K | 0.08% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 5,883 | $624.1K | 0.01% | +2,097+55.4% | Added |
| NorthRock Partners, LLC | 5,762 | $611.2K | 0.02% | +17+0.3% | Added |
| Centiva Capital, LP | 5,741 | $609.0K | 0.02% | +5,741 | New |
| Maryland State Retirement & Pension System | 5,670 | $601.5K | 0.01% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 5,635 | $597.8K | 0.12% | +449+8.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,427 | $575.7K | 0.00% | +758+16.2% | Added |
| Venturi Wealth Management, LLC | 5,403 | $573.2K | 0.03% | +4,683+650.4% | Added |
| Connable Office Inc | 5,401 | $572.9K | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,365 | $569.2K | 0.00% | +1,538+40.2% | Added |
| Bridgefront Capital, LLC | 5,360 | $568.6K | 0.19% | +5,360 | New |
| Utah Retirement Systems | 5,300 | $562.2K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 5,223 | $554.1K | 0.01% | +5,223 | New |
| Shell Asset Management Co | 5,117 | $543.0K | 0.02% | −6−0.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,903 | $528.7K | 0.01% | +801+19.5% | Added |
| Fulton Bank, N.A. | 4,978 | $528.1K | 0.02% | −133−2.6% | Reduced |
| Yorktown Management & Research Co Inc | 4,900 | $519.8K | 0.50% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 4,892 | $518.9K | 0.17% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,869 | $516.5K | 0.01% | −85−1.7% | Reduced |
| Baird Financial Group, Inc. | 4,866 | $516.2K | 0.00% | +20+0.4% | Added |
| ProShare Advisors LLC | 4,788 | $507.9K | 0.00% | +319+7.1% | Added |
| Bryce Point Capital, LLC | 4,768 | $505.8K | 0.15% | +4,768 | New |
| Radnor Capital Management, LLC | 4,757 | $505.0K | 0.08% | 00.0% | Unchanged |
| Versor Investments LP | 4,740 | $502.8K | 0.09% | +4,740 | New |
| 111 Capital | 4,730 | $501.8K | 0.11% | +4,730 | New |
| Toroso Investments, LLC | 4,682 | $496.7K | 0.00% | +805+20.8% | Added |
| Quest Partners LLC | 4,497 | $477.0K | 0.06% | +4,490+64,142.9% | Added |
| Kovitz Investment Group Partners, LLC | 4,460 | $473.9K | 0.00% | +498+12.6% | Added |
| Panagora Asset Management Inc | 4,441 | $471.1K | 0.00% | −102−2.2% | Reduced |
| Larson Financial Group LLC | 4,413 | $468.1K | 0.02% | −1,010−18.6% | Reduced |
| KBC Group NV | 4,407 | $467.0K | 0.00% | +1,552+54.4% | Added |
| Great Lakes Advisors, LLC | 4,216 | $447.2K | 0.00% | +280+7.1% | Added |
| Stratos Wealth Partners, LTD. | 4,201 | $445.7K | 0.01% | +35+0.8% | Added |