Skip to main content

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.

Other share classesSFBSF.PBSF.PCSF.PD

Q1 2025 vs. Q4 2024

How the institutions holding Stifel Financial Corp changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of SF: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders5109523+22
Shares87.6M502.3K89.5M+2.39M (+2.7%)
Value$9.29B$53.3M$8.43B−$809.7M (−8.8%)

9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (75)

Institutions that held Stifel Financial Corp at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to SF in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC303,035$28.6M0.01%
Moran Wealth Management, LLC108,209$10.2M0.34%
Universal- Beteiligungs- und Servicegesellschaft mbH101,783$9.59M0.02%
Ieq Capital, LLC77,499$7.31M0.06%
Adage Capital Partners GP, L.L.C.70,000$6.60M0.01%
Caisse de Depot Et Placement du Quebec39,700$3.74M0.01%
Aquatic Capital Management LLC35,110$3.31M0.08%
Zions Bancorporation, National Association34,666$3.27M0.21%
AXA S.A.21,670$2.04M0.01%
Dynamic Technology Lab Private Ltd21,070$1.99M0.29%
Virginia Retirement Systems Et Al17,500$1.65M0.01%
Sumitomo Mitsui Trust Holdings, Inc.17,479$1.65M0.00%
Twin Capital Management Inc15,787$1.49M0.17%
Zurich Insurance Group Ltd14,700$1.39M0.01%
Point72 (DIFC) Ltd14,282$1.35M0.13%
Fox Run Management, L.L.C.13,124$1.24M0.19%
Asset Management One Co.,Ltd.12,355$1.16M0.00%
Dark Forest Capital Management LP12,315$1.16M0.05%
Voleon Capital Management LP12,009$1.13M0.09%
Diversified Trust Co11,796$1.11M0.03%
Axq Capital, LP11,044$1.04M0.42%
Interval Partners, LP10,642$1.00M0.04%
Guggenheim Capital LLC10,608$999.9K0.01%
Elo Mutual Pension Insurance Co10,578$997.1K0.02%
Petrus Trust Company, LTA10,054$947.7K0.09%
Bank of New Hampshire9,539$899.1K0.24%
Plancorp, LLC9,200$867.2K0.03%
Jump Financial, LLC8,835$832.8K0.01%
CWM Advisors, LLC7,884$743.1K0.09%
First National Advisers, LLC7,830$738.1K0.12%
Buckingham Strategic Partners7,171$675.9K0.01%
Edmp, Inc.6,757$636.9K0.53%
United Services Automobile Association6,685$627.5K0.02%
Fiduciary Trust Co6,651$626.9K0.01%
Pallas Capital Advisors LLC6,606$622.7K0.03%
Vestcor Inc6,476$610.0K0.02%
MQS Management LLC5,976$563.3K0.32%
Inceptionr LLC5,614$529.2K0.16%
Summit Financial, LLC5,268$496.6K0.01%
Caxton Associates LLP4,800$452.4K0.02%
Whitener Capital Management, Inc.4,630$436.4K0.12%
HRT Financial LP4,633$436.0K0.00%
Cambridge Investment Research Advisors, Inc.3,826$361.0K0.00%
Teza Capital Management LLC3,573$336.8K0.15%
Sowell Financial Services LLC3,305$311.6K0.01%
Kaufman Rossin Wealth, LLC3,263$307.6K0.22%
Martingale Asset Management L P3,098$292.0K0.01%
Quantbot Technologies LP2,953$278.4K0.01%
First Commonwealth Financial Corp2,747$258.9K0.06%
Bryn Mawr Trust Co2,641$248.9K0.00%
Sivia Capital Partners, LLC2,497$235.4K0.11%
Connor, Clark & Lunn Investment Management Ltd.2,379$224.2K0.00%
Bayesian Capital Management, LP2,199$207.3K0.03%
Simplex Trading, LLC778$73.0K0.00%
BI Asset Management Fondsmaeglerselskab A/S723$68.0K0.00%
Optiver Holding B.V.305$28.7K0.00%
Alpine Bank Wealth Management284$26.8K0.00%
NBC Securities, Inc.279$26.0K0.00%
Contravisory Investment Management, Inc.222$20.9K0.00%
FNY Investment Advisers, LLC221$20.0K0.01%
Wayfinding Financial, LLC156$14.0K0.01%
True Wealth Design, LLC71$6.69K0.00%
South State Corp.37$3.49K0.00%
Rialto Wealth Management, LLC34$3.21K0.00%
First Pacific Financial22$2.07K0.00%
Horizon Investments, LLC16$1.51K0.00%
Highline Wealth Partners LLC12$1.13K0.00%
Hughes Financial Services, LLC11$1.04K0.00%
Private Wealth Asset Management, LLC11$1.04K0.00%
Hantz Financial Services, Inc.7$1.00K0.00%
Bare Financial Services, Inc8$7540.00%
American Capital Advisory, LLC6$5660.00%
HFM Investment Advisors, LLC3$2830.00%
Bay Harbor Wealth Management, LLC3$2820.00%
MV Capital Management, Inc.2$1890.00%

Sold out (53)

Institutions that held Stifel Financial Corp at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of SF in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Lighthouse Investment Partners, LLC99,187$10.5M
Edgestream Partners, L.P.53,043$5.63M
EAM Investors, LLC43,759$4.64M
Freestone Grove Partners LP38,656$4.10M
FJ Capital Management LLC29,286$3.11M
Pacer Advisors, Inc.19,985$2.12M
Nomura Holdings Inc13,581$1.44M
First Hawaiian Bank12,403$1.32M
Natixis11,771$1.25M
Knights of Columbus Asset Advisors LLC7,386$783.5K
Bridgefront Capital, LLC5,360$568.6K
Parallax Volatility Advisers, L.P.5,223$554.1K
Bryce Point Capital, LLC4,768$505.8K
Lecap Asset Management Ltd3,943$418.3K
Diversify Advisory Services, LLC3,003$312.3K
Worldquant Millennium Advisors LLC2,846$301.9K
Private Advisor Group, LLC2,723$288.8K
Kingsview Wealth Management, LLC2,656$281.7K
GeoWealth Management, LLC2,636$279.6K
Congress Wealth Management LLC2,620$277.9K
Wolverine Trading, LLC2,616$277.7K
Sapient Capital LLC2,594$275.2K
Harvest Fund Management Co., Ltd2,559$271.0K
Financial Counselors Inc2,433$258.1K
Rafferty Asset Management, LLC2,337$247.9K
Savant Capital, LLC2,336$247.8K
Diametric Capital, LP2,326$246.7K
Kraft, Davis & Associates, LLC2,185$235.0K
Drive Wealth Management, LLC2,143$227.4K
Metis Global Partners, LLC2,075$220.1K
Winebrenner Capital Management LLC2,040$216.4K
Sage Rhino Capital LLC1,980$210.0K
Old National Bancorp1,925$204.2K
R Squared Ltd1,190$126.2K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC802$85.1K
Proequities, Inc.348$40.0K
Sandy Spring Bank198$21.0K
Aster Capital Management (DIFC) Ltd99$10.5K
Eagle Bay Advisors LLC98$10.4K
First Financial Corp88$9.34K
Exchange Traded Concepts, LLC88$9.34K
Wolff Wiese Magana LLC74$7.85K
LGT Financial Advisors LLC52$5.52K
Cetera Trust Company, N.A40$4.24K
Kestra Investment Management, LLC39$4.17K
Colonial Trust Co38$4.03K
Avalon Trust Co37$3.92K
South Plains Financial, Inc.36$3.82K
Raleigh Capital Management Inc.20$2.12K
Plato Investment Management Ltd18$1.92K
Hexagon Capital Partners LLC10$1.06K
Principia Wealth Advisory, LLC2$212
Clear Street Markets LLC1$106

Not filed for Q1 2025 yet (9)

Institutions that held Stifel Financial Corp at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SF in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC318,698$33.8M
Access Investment Management LLC142,407$15.1M
Zions Bancorporation, N.A.32,537$3.45M
TAP Consulting, LLC3,912$415.0K
Caxton Associates LP3,144$333.5K
Hilltop National Bank1,150$122.0K
Global Retirement Partners, LLC487$51.7K
WR Wealth Planners, LLC4$424
Cassady Schiller Wealth Management, LLC3$318