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, 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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CarsonAllaria Wealth Management, Ltd. | 1,400 | $132.0K | 0.08% | +7+0.5% | Added |
| DekaBank Deutsche Girozentrale | 1,489 | $137.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,622 | $152.9K | 0.00% | +542+50.2% | Added |
| Hamilton Capital Partners Inc. | 1,786 | $168.3K | 0.01% | −51−2.8% | Reduced |
| Principal Securities, Inc. | 1,642 | $174.2K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,918 | $180.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,012 | $189.7K | 0.00% | −3,353−62.5% | Reduced |
| CIBC Private Wealth Group, LLC | 2,507 | $191.8K | 0.00% | +729+41.0% | Added |
| Evelyn Partners Investment Management Services Ltd | 2,080 | $196.1K | 0.03% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 2,156 | $203.2K | 0.04% | −3,937−64.6% | Reduced |
| Trueblood Wealth Management, LLC | 2,195 | $206.9K | 0.10% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 2,199 | $207.3K | 0.03% | +2,199 | New |
| Signaturefd, LLC | 2,217 | $209.0K | 0.00% | +1,124+102.8% | Added |
| Everence Capital Management Inc | 2,230 | $210.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 2,250 | $212.1K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,281 | $215.0K | 0.00% | −1,318−36.6% | Reduced |
| Integrated Advisors Network LLC | 2,319 | $218.6K | 0.01% | −42,975−94.9% | Reduced |
| Blair William & Co | 2,323 | $219.0K | 0.00% | 00.0% | Unchanged |
| US Asset Management LLC | 2,349 | $221.0K | 0.21% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,366 | $223.0K | 0.02% | +78+3.4% | Added |
| TD Private Client Wealth LLC | 2,374 | $223.8K | 0.01% | +492+26.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,379 | $224.2K | 0.00% | +2,379 | New |
| Profund Advisors LLC | 2,415 | $227.6K | 0.01% | −66−2.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,429 | $229.0K | 0.01% | −69−2.8% | Reduced |
| Icon Wealth Advisors, LLC | 2,442 | $230.2K | 0.02% | −20−0.8% | Reduced |
| Sivia Capital Partners, LLC | 2,497 | $235.4K | 0.11% | +2,497 | New |
| Kestra Private Wealth Services, LLC | 2,504 | $236.0K | 0.00% | +215+9.4% | Added |
| Kestra Advisory Services, LLC | 2,515 | $237.1K | 0.00% | −605−19.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,611 | $246.1K | 0.06% | +2,034+352.5% | Added |
| CAPROCK Group, Inc. | 2,641 | $248.9K | 0.01% | −422−13.8% | Reduced |
| Bryn Mawr Trust Co | 2,641 | $248.9K | 0.00% | +2,641 | New |
| Peapack Gladstone Financial Corp | 2,642 | $249.0K | 0.00% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 2,650 | $249.8K | 0.27% | 00.0% | Unchanged |
| ETF Store, Inc. | 2,672 | $251.9K | 0.31% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,673 | $252.0K | 0.00% | +147+5.8% | Added |
| IFP Advisors, Inc | 2,668 | $253.4K | 0.01% | +53+2.0% | Added |
| Formidable Asset Management, LLC | 2,700 | $254.5K | 0.04% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 2,747 | $258.9K | 0.06% | +2,747 | New |
| Greenleaf Trust | 2,755 | $259.7K | 0.00% | +166+6.4% | Added |
| Sage Mountain Advisors LLC | 2,789 | $262.9K | 0.02% | −53−1.9% | Reduced |
| Stephens Inc | 2,795 | $263.5K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 2,806 | $264.5K | 0.00% | −125−4.3% | Reduced |
| Smith, Moore & Co. | 2,819 | $265.7K | 0.02% | −176−5.9% | Reduced |
| Vident Advisory, LLC | 2,844 | $268.3K | 0.00% | +479+20.3% | Added |
| Integrated Wealth Concepts LLC | 2,884 | $271.8K | 0.00% | +61+2.2% | Added |
| Journey Strategic Wealth LLC | 2,907 | $274.0K | 0.01% | +117+4.2% | Added |
| HighPoint Advisor Group LLC | 3,202 | $276.0K | 0.02% | +172+5.7% | Added |
| Quantbot Technologies LP | 2,953 | $278.4K | 0.01% | +2,953 | New |
| Freestone Capital Holdings, LLC | 3,000 | $282.8K | 0.01% | −25−0.8% | Reduced |
| Busey Wealth Management | 3,006 | $283.3K | 0.01% | 00.0% | Unchanged |
| HCR Wealth Advisors | 3,038 | $286.4K | 0.04% | 00.0% | Unchanged |
| Intrust Bank NA | 3,051 | $287.6K | 0.03% | −224−6.8% | Reduced |
| Martingale Asset Management L P | 3,098 | $292.0K | 0.01% | +3,098 | New |
| Ritholtz Wealth Management | 3,118 | $293.9K | 0.01% | +406+15.0% | Added |
| Parallel Advisors, LLC | 3,170 | $298.8K | 0.01% | +284+9.8% | Added |
| Machina Capital S.A.S. | 3,176 | $299.4K | 0.09% | +1,084+51.8% | Added |
| Visionary Wealth Advisors | 3,187 | $300.4K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 3,219 | $303.4K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,227 | $304.2K | 0.01% | +1,028+46.7% | Added |
| State of Wyoming | 3,229 | $304.4K | 0.04% | +1,485+85.1% | Added |
| CIBC Asset Management Inc | 3,255 | $306.8K | 0.00% | +72+2.3% | Added |
| United Capital Financial Advisers, LLC | 3,258 | $307.1K | 0.00% | +109+3.5% | Added |
| Kaufman Rossin Wealth, LLC | 3,263 | $307.6K | 0.22% | +3,263 | New |
| Roberts Glore & Co Inc | 3,275 | $308.7K | 0.09% | 00.0% | Unchanged |
| Headlands Technologies LLC | 3,304 | $311.4K | 0.04% | +3,209+3,377.9% | Added |
| Sowell Financial Services LLC | 3,305 | $311.6K | 0.01% | +3,305 | New |
| Advisors Asset Management, Inc. | 3,309 | $311.9K | 0.01% | −79−2.3% | Reduced |
| Centiva Capital, LP | 3,313 | $312.3K | 0.02% | −2,428−42.3% | Reduced |
| Virtu Financial LLC | 3,403 | $321.0K | 0.02% | +1,048+44.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,407 | $321.1K | 0.00% | −585−14.7% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $325.0K | 0.07% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,466 | $326.7K | 0.00% | −5−0.1% | Reduced |
| Toroso Investments, LLC | 3,514 | $331.2K | 0.00% | −1,168−24.9% | Reduced |
| Perigon Wealth Management, LLC | 3,536 | $333.3K | 0.01% | +5+0.1% | Added |
| Fifth Third Wealth Advisors LLC | 3,536 | $333.3K | 0.02% | +11+0.3% | Added |
| Clearstead Advisors, LLC | 3,561 | $335.7K | 0.01% | +662+22.8% | Added |
| Teza Capital Management LLC | 3,573 | $336.8K | 0.15% | +3,573 | New |
| Shelton Capital Management | 3,675 | $346.4K | 0.01% | −194−5.0% | Reduced |
| HB Wealth Management, LLC | 3,728 | $351.4K | 0.00% | +1,414+61.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,826 | $361.0K | 0.00% | +3,826 | New |
| Legacy Capital Wealth Partners, LLC | 3,860 | $363.9K | 0.09% | −76−1.9% | Reduced |
| Covenant Partners, LLC | 3,872 | $365.0K | 0.12% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,893 | $367.0K | 0.02% | +328+9.2% | Added |
| Nisa Investment Advisors, LLC | 3,977 | $374.9K | 0.00% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 4,079 | $384.5K | 0.00% | −137−3.2% | Reduced |
| Johnson Financial Group, Inc. | 4,140 | $390.2K | 0.02% | +4,075+6,269.2% | Added |
| Ci Investments Inc. | 4,149 | $391.0K | 0.00% | +365+9.6% | Added |
| Stratos Wealth Partners, LTD. | 4,328 | $408.0K | 0.01% | +127+3.0% | Added |
| TownSquare Capital, LLC | 4,341 | $409.2K | 0.00% | +676+18.4% | Added |
| ProShare Advisors LLC | 4,353 | $410.3K | 0.00% | −435−9.1% | Reduced |
| Larson Financial Group LLC | 4,429 | $417.5K | 0.02% | +16+0.4% | Added |
| Panagora Asset Management Inc | 4,441 | $418.6K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 4,476 | $421.9K | 0.00% | +1,236+38.1% | Added |
| GAMMA Investing LLC | 4,509 | $425.0K | 0.03% | +3,609+401.0% | Added |
| Kovitz Investment Group Partners, LLC | 4,520 | $426.0K | 0.00% | +60+1.3% | Added |
| HRT Financial LP | 4,633 | $436.0K | 0.00% | +4,633 | New |
| Whitener Capital Management, Inc. | 4,630 | $436.4K | 0.12% | +4,630 | New |
| Maryland State Retirement & Pension System | 4,639 | $437.3K | 0.01% | −1,031−18.2% | Reduced |
| Radnor Capital Management, LLC | 4,757 | $448.0K | 0.08% | 00.0% | Unchanged |
| KBC Group NV | 4,751 | $448.0K | 0.00% | +344+7.8% | Added |