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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

13F holders, Q1 2025

Institutional positions in Stifel Financial Corp as of Mar 31, 2025. 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
523
+22 vs. Q4 2024
Shares held
89.5M
+2.39M (+2.7%) vs. Q4 2024
Total value
$8.43B
−$809.7M (−8.8%) vs. Q4 2024
New holders
75
207 more added
Sold out
53
151 more reduced

9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 523 institutions
Q1 2021: 305 institutionsQ2 2021: 342 institutionsQ3 2021: 329 institutionsQ4 2021: 348 institutionsQ1 2022: 367 institutionsQ2 2022: 353 institutionsQ3 2022: 335 institutionsQ4 2022: 362 institutionsQ1 2023: 367 institutionsQ2 2023: 369 institutionsQ3 2023: 366 institutionsQ4 2023: 378 institutionsQ1 2024: 433 institutionsQ2 2024: 436 institutionsQ3 2024: 444 institutionsQ4 2024: 510 institutionsQ1 2025: 523 institutionsQ2 2025: 488 institutionsQ3 2025: 552 institutionsQ4 2025: 630 institutionsQ1 2026: 635 institutionsQ2 2026: 596 institutions
Value heldQ1 2025: $8.43B
Q1 2021: $5.78BQ2 2021: $5.74BQ3 2021: $6.05BQ4 2021: $6.18BQ1 2022: $6.06BQ2 2022: $5.04BQ3 2022: $4.64BQ4 2022: $5.16BQ1 2023: $5.17BQ2 2023: $5.15BQ3 2023: $5.33BQ4 2023: $5.83BQ1 2024: $6.67BQ2 2024: $7.35BQ3 2024: $8.27BQ4 2024: $9.29BQ1 2025: $8.43BQ2 2025: $9.31BQ3 2025: $9.96BQ4 2025: $11.3BQ1 2026: $10.3BQ2 2026: $9.64B
Institutions holding SF and their total value by quarter
QuarterHoldersValue
Q2 2026596$9.64B
Q1 2026635$10.3B
Q4 2025630$11.3B
Q3 2025552$9.96B
Q2 2025488$9.31B
Q1 2025523$8.43B
Q4 2024510$9.29B
Q3 2024444$8.27B
Q2 2024436$7.35B
Q1 2024433$6.67B
Q4 2023378$5.83B
Q3 2023366$5.33B
Q2 2023369$5.15B
Q1 2023367$5.17B
Q4 2022362$5.16B
Q3 2022335$4.64B
Q2 2022353$5.04B
Q1 2022367$6.06B
Q4 2021348$6.18B
Q3 2021329$6.05B
Q2 2021342$5.74B
Q1 2021305$5.78B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q4 2024.

Institutions holding SF in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
SBI Securities Co., Ltd.1$940.00%00.0%Unchanged
TFC Financial Management1$950.00%00.0%Unchanged
AdvisorNet Financial, Inc2$1890.00%−1−33.3%Reduced
MV Capital Management, Inc.2$1890.00%+2New
Valued Wealth Advisors LLC2$1920.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC3$2820.00%+3New
HFM Investment Advisors, LLC3$2830.00%+3New
Parkworth Wealth Management, Inc.4$3770.00%00.0%Unchanged
HHM Wealth Advisors, LLC4$3780.00%00.0%Unchanged
American Capital Advisory, LLC6$5660.00%+6New
Financial Management Professionals, Inc.7$6600.00%00.0%Unchanged
Bare Financial Services, Inc8$7540.00%+8New
Sachetta, LLC10$9430.00%00.0%Unchanged
Hantz Financial Services, Inc.7$1.00K0.00%+7New
Private Wealth Asset Management, LLC11$1.04K0.00%+11New
Hughes Financial Services, LLC11$1.04K0.00%+11New
Highline Wealth Partners LLC12$1.13K0.00%+12New
Provenance Wealth Advisors, LLC14$1.32K0.00%00.0%Unchanged
WealthTrak Capital Management LLC14$1.32K0.00%+9+180.0%Added
Horizon Investments, LLC16$1.51K0.00%+16New
Glen Eagle Advisors, LLC16$1.54K0.00%00.0%Unchanged
SJS Investment Consulting Inc.21$1.98K0.00%−5−19.2%Reduced
First Pacific Financial22$2.07K0.00%+22New
DiNuzzo Private Wealth, Inc.24$2.26K0.00%+1+4.3%Added
Moisand Fitzgerald Tamayo, LLC25$2.36K0.00%00.0%Unchanged
Global Financial Private Client, LLC25$2.36K0.00%+17+212.5%Added
Bokf, NA26$2.45K0.00%00.0%Unchanged
Addison Advisors LLC27$2.55K0.00%+8+42.1%Added
Manchester Capital Management LLC28$2.64K0.00%−107−79.3%Reduced
Prestige Wealth Management Group LLC28$2.64K0.00%00.0%Unchanged
Activest Wealth Management29$2.73K0.00%+28+2,800.0%Added
Carolinas Wealth Consulting LLC31$2.92K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC32$3.00K0.00%00.0%Unchanged
Rialto Wealth Management, LLC34$3.21K0.00%+34New
Continuum Advisory, LLC36$3.39K0.00%00.0%Unchanged
South State Corp.37$3.49K0.00%+37New
Private Wealth Management Group, LLC39$3.68K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.43$4.05K0.00%00.0%Unchanged
Bell Investment Advisors, Inc44$4.15K0.00%00.0%Unchanged
North Star Investment Management Corp.47$4.47K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC56$5.24K0.00%+1+1.8%Added
Harbour Investments, Inc.60$5.66K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC67$6.32K0.00%00.0%Unchanged
True Wealth Design, LLC71$6.69K0.00%+71New
Geneos Wealth Management Inc.73$6.88K0.00%−1−1.4%Reduced
Farmers & Merchants Investments Inc77$7.26K0.00%+35+83.3%Added
Private Trust Co NA87$8.20K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC92$8.67K0.00%00.0%Unchanged
MAI Capital Management93$8.77K0.00%+17+22.4%Added
Whittier Trust Co of Nevada Inc94$8.86K0.00%+4+4.4%Added
Frazier Financial Advisors, LLC94$8.86K0.01%00.0%Unchanged
NewSquare Capital LLC119$11.2K0.00%+115+2,875.0%Added
Cornerstone Planning Group LLC151$12.5K0.00%+55+57.3%Added
Fortitude Family Office, LLC147$13.9K0.00%−10−6.4%Reduced
Wayfinding Financial, LLC156$14.0K0.01%+156New
Central Trust Co149$14.0K0.00%00.0%Unchanged
WPG Advisers, LLC168$15.8K0.01%+28+20.0%Added
J.Safra Asset Management Corp180$17.0K0.00%+11+6.5%Added
Creative Financial Designs Inc181$17.1K0.00%+86+90.5%Added
SRS Capital Advisors, Inc.182$17.2K0.00%−122−40.1%Reduced
Skopos Labs, Inc.198$18.7K0.00%+180+1,000.0%Added
Salem Investment Counselors Inc200$18.9K0.00%00.0%Unchanged
Smithfield Trust Co206$19.0K0.00%00.0%Unchanged
Rise Advisors, LLC206$19.4K0.01%−64−23.7%Reduced
FNY Investment Advisers, LLC221$20.0K0.01%+221New
Contravisory Investment Management, Inc.222$20.9K0.00%+222New
Riverview Trust Co225$21.2K0.02%00.0%Unchanged
V-Square Quantitative Management LLC242$22.8K0.00%00.0%Unchanged
Jones Financial Companies LLLP252$23.7K0.00%+38+17.8%Added
Hemington Wealth Management278$26.0K0.00%+20+7.8%Added
NBC Securities, Inc.279$26.0K0.00%+279New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.277$26.1K0.00%00.0%Unchanged
Alpine Bank Wealth Management284$26.8K0.00%+284New
Optiver Holding B.V.305$28.7K0.00%+305New
Allworth Financial LP337$28.9K0.00%+136+67.7%Added
Quent Capital, LLC317$29.9K0.00%−37−10.5%Reduced
JTC Employer Solutions Trusteee Ltd321$30.0K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd326$30.7K0.02%−270−45.3%Reduced
Massmutual Trust Co FSB331$31.2K0.00%+183+123.6%Added
Whittier Trust Co336$31.7K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC471$44.4K0.00%+417+772.2%Added
Park Place Capital Corp475$44.8K0.01%00.0%Unchanged
Bessemer Group Inc491$46.0K0.00%+170+53.0%Added
Smartleaf Asset Management LLC500$46.9K0.00%−28−5.3%Reduced
Huntington National Bank520$49.0K0.00%−285−35.4%Reduced
Brown Brothers Harriman & Co553$52.1K0.00%00.0%Unchanged
Montag A & Associates Inc585$55.1K0.00%00.0%Unchanged
First Horizon Advisors, Inc.633$59.7K0.00%00.0%Unchanged
Covestor Ltd638$60.0K0.04%+456+250.5%Added
BI Asset Management Fondsmaeglerselskab A/S723$68.0K0.00%+723New
Nomura Asset Management Co Ltd730$68.8K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC761$71.7K0.06%+11+1.5%Added
Mather Group, LLC.767$72.3K0.00%+60+8.5%Added
Simplex Trading, LLC778$73.0K0.00%+778New
Rothschild Investment LLC780$73.5K0.00%+15+2.0%Added
Versant Capital Management, Inc1,010$95.2K0.02%+553+121.0%Added
Quarry LP1,156$109.0K0.03%+697+151.9%Added
Farther Finance Advisors, LLC1,169$110.8K0.00%+836+251.1%Added
Parkside Financial Bank & Trust1,177$110.9K0.01%+243+26.0%Added
Lindbrook Capital, LLC1,234$116.3K0.01%+843+215.6%Added