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 |
|---|---|---|---|---|---|
| CarsonAllaria Wealth Management, Ltd. | 1,393 | $147.9K | 0.08% | +5+0.4% | Added |
| R Squared Ltd | 1,190 | $126.2K | 0.12% | +1,190 | New |
| Hilltop National Bank | 1,150 | $122.0K | 0.04% | −100−8.0% | Reduced |
| Signaturefd, LLC | 1,093 | $115.9K | 0.00% | +72+7.1% | Added |
| Umb Bank N A | 1,080 | $114.6K | 0.00% | +210+24.1% | Added |
| Parkside Financial Bank & Trust | 934 | $99.1K | 0.01% | −44−4.5% | Reduced |
| GAMMA Investing LLC | 900 | $95.5K | 0.01% | +397+78.9% | Added |
| Huntington National Bank | 805 | $85.4K | 0.00% | +174+27.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 802 | $85.1K | 0.00% | −7−0.9% | Reduced |
| Rothschild Investment LLC | 765 | $81.2K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 750 | $79.6K | 0.06% | −15−2.0% | Reduced |
| Nomura Asset Management Co Ltd | 730 | $77.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 707 | $75.0K | 0.00% | +90+14.6% | Added |
| First Horizon Advisors, Inc. | 633 | $67.1K | 0.00% | −98−13.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 596 | $63.2K | 0.06% | +596 | New |
| Montag A & Associates Inc | 585 | $62.1K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 577 | $61.2K | 0.02% | +577 | New |
| Brown Brothers Harriman & Co | 553 | $58.7K | 0.00% | +253+84.3% | Added |
| Smartleaf Asset Management LLC | 528 | $56.0K | 0.01% | +111+26.6% | Added |
| Global Retirement Partners, LLC | 487 | $51.7K | 0.00% | −188−27.9% | Reduced |
| Park Place Capital Corp | 475 | $50.4K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 459 | $48.7K | 0.01% | +459 | New |
| Versant Capital Management, Inc | 457 | $48.5K | 0.01% | +145+46.5% | Added |
| Lindbrook Capital, LLC | 391 | $41.5K | 0.00% | +2+0.5% | Added |
| Proequities, Inc. | 348 | $40.0K | 0.00% | −63−15.3% | Reduced |
| Quent Capital, LLC | 354 | $37.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 336 | $35.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 333 | $35.3K | 0.00% | −868−72.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 321 | $34.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 321 | $34.0K | 0.00% | +110+52.1% | Added |
| SRS Capital Advisors, Inc. | 304 | $32.2K | 0.00% | −13−4.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 277 | $30.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 270 | $28.7K | 0.01% | +1+0.4% | Added |
| Hemington Wealth Management | 258 | $27.0K | 0.01% | +49+23.4% | Added |
| V-Square Quantitative Management LLC | 242 | $25.7K | 0.00% | +242 | New |
| Riverview Trust Co | 225 | $23.9K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 201 | $23.1K | 0.00% | +15+8.1% | Added |
| Jones Financial Companies LLLP | 214 | $22.7K | 0.00% | −70−24.6% | Reduced |
| Smithfield Trust Co | 206 | $22.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 200 | $21.2K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 198 | $21.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 182 | $19.0K | 0.01% | +10+5.8% | Added |
| J.Safra Asset Management Corp | 169 | $17.9K | 0.00% | +48+39.7% | Added |
| Fortitude Family Office, LLC | 157 | $16.7K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 149 | $15.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 148 | $15.7K | 0.00% | +43+41.0% | Added |
| WPG Advisers, LLC | 140 | $14.9K | 0.01% | +140 | New |
| Manchester Capital Management LLC | 135 | $14.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 96 | $10.9K | 0.00% | −7−6.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 99 | $10.5K | 0.00% | +99 | New |
| Eagle Bay Advisors LLC | 98 | $10.4K | 0.01% | −38−27.9% | Reduced |
| Creative Financial Designs Inc | 95 | $10.1K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 95 | $10.1K | 0.00% | +95 | New |
| Frazier Financial Advisors, LLC | 94 | $9.98K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 92 | $9.76K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 90 | $9.55K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 88 | $9.34K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 88 | $9.34K | 0.00% | +88 | New |
| Private Trust Co NA | 87 | $9.23K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 76 | $8.06K | 0.00% | +76 | New |
| Wolff Wiese Magana LLC | 74 | $7.85K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 74 | $7.85K | 0.00% | +7+10.4% | Added |
| Johnson Financial Group, Inc. | 65 | $7.53K | 0.00% | −4,188−98.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 67 | $7.11K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 60 | $6.37K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 55 | $5.75K | 0.00% | +55 | New |
| EverSource Wealth Advisors, LLC | 54 | $5.73K | 0.00% | +29+116.0% | Added |
| LGT Financial Advisors LLC | 52 | $5.52K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 47 | $5.00K | 0.00% | +47 | New |
| Bell Investment Advisors, Inc | 44 | $4.67K | 0.00% | −5−10.2% | Reduced |
| Ruedi Wealth Management, Inc. | 43 | $4.56K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 42 | $4.46K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 40 | $4.24K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 39 | $4.17K | 0.00% | +39 | New |
| Private Wealth Management Group, LLC | 39 | $4.14K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 38 | $4.03K | 0.00% | +38 | New |
| Avalon Trust Co | 37 | $3.92K | 0.00% | +37 | New |
| Continuum Advisory, LLC | 36 | $3.82K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 36 | $3.82K | 0.00% | +36 | New |
| Carolinas Wealth Consulting LLC | 31 | $3.29K | 0.00% | −4−11.4% | Reduced |
| Capital Advisors, Ltd. LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $2.97K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $2.76K | 0.00% | +1+4.0% | Added |
| Bokf, NA | 26 | $2.70K | 0.00% | +22+550.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 25 | $2.65K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $2.44K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 20 | $2.12K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 19 | $2.02K | 0.00% | +19 | New |
| Plato Investment Management Ltd | 18 | $1.92K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 18 | $1.91K | 0.00% | +17+1,700.0% | Added |
| Glen Eagle Advisors, LLC | 16 | $1.72K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $1.49K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $1.06K | 0.00% | −39−79.6% | Reduced |
| Hexagon Capital Partners LLC | 10 | $1.06K | 0.00% | +10 | New |
| Global Financial Private Client, LLC | 8 | $849 | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 7 | $743 | 0.00% | 00.0% | Unchanged |
| Amundi | 6 | $651 | 0.00% | −17,240−100.0% | Reduced |
| WealthTrak Capital Management LLC | 5 | $531 | 0.00% | +5 | New |
| HHM Wealth Advisors, LLC | 4 | $425 | 0.00% | +4 | New |
| WR Wealth Planners, LLC | 4 | $424 | 0.00% | 00.0% | Unchanged |