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 |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 4,800 | $452.4K | 0.02% | −178−3.6% | Reduced |
| Caxton Associates LLP | 4,800 | $452.4K | 0.02% | +4,800 | New |
| Detalus Advisors, LLC | 4,892 | $461.1K | 0.14% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 4,894 | $461.3K | 0.00% | +28+0.6% | Added |
| Yorktown Management & Research Co Inc | 4,900 | $461.9K | 0.50% | 00.0% | Unchanged |
| Shell Asset Management Co | 4,916 | $463.0K | 0.02% | −201−3.9% | Reduced |
| Quadrant Capital Group LLC | 5,025 | $473.7K | 0.02% | +2,965+143.9% | Added |
| Summit Financial, LLC | 5,268 | $496.6K | 0.01% | +5,268 | New |
| Utah Retirement Systems | 5,300 | $499.6K | 0.01% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 5,309 | $500.4K | 0.10% | −326−5.8% | Reduced |
| Connable Office Inc | 5,401 | $509.1K | 0.05% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 5,469 | $513.1K | 0.01% | +566+11.5% | Added |
| Sterling Capital Management LLC | 5,519 | $520.2K | 0.01% | −364−6.2% | Reduced |
| Venturi Wealth Management, LLC | 5,549 | $523.0K | 0.03% | +146+2.7% | Added |
| Inceptionr LLC | 5,614 | $529.2K | 0.16% | +5,614 | New |
| Tower Research Capital LLC (TRC) | 5,739 | $541.0K | 0.02% | −2,203−27.7% | Reduced |
| Resources Investment Advisors, LLC. | 5,755 | $542.4K | 0.01% | +886+18.2% | Added |
| NorthRock Partners, LLC | 5,755 | $542.5K | 0.02% | −7−0.1% | Reduced |
| Studio Investment Management LLC | 5,847 | $551.1K | 0.11% | −770−11.6% | Reduced |
| MQS Management LLC | 5,976 | $563.3K | 0.32% | +5,976 | New |
| NJ State Employees Deferred Compensation Plan | 6,000 | $565.6K | 0.07% | 00.0% | Unchanged |
| Haven Private, LLC | 6,020 | $567.4K | 0.32% | −980−14.0% | Reduced |
| TD Asset Management Inc | 6,210 | $585.4K | 0.00% | −15,190−71.0% | Reduced |
| Ethic Inc. | 6,215 | $589.2K | 0.01% | −720−10.4% | Reduced |
| Vestcor Inc | 6,476 | $610.0K | 0.02% | +6,476 | New |
| Foundations Investment Advisors, LLC | 6,565 | $618.8K | 0.01% | +4,334+194.3% | Added |
| Pallas Capital Advisors LLC | 6,606 | $622.7K | 0.03% | +6,606 | New |
| Fiduciary Trust Co | 6,651 | $626.9K | 0.01% | +6,651 | New |
| United Services Automobile Association | 6,685 | $627.5K | 0.02% | +6,685 | New |
| National Asset Management, Inc. | 6,741 | $635.4K | 0.02% | +262+4.0% | Added |
| Pitcairn Co | 6,749 | $636.2K | 0.04% | −83−1.2% | Reduced |
| Cornerstone Investment Partners, LLC | 6,749 | $636.2K | 0.03% | +7+0.1% | Added |
| Edmp, Inc. | 6,757 | $636.9K | 0.53% | +6,757 | New |
| Allianz Asset Management GmbH | 6,779 | $639.0K | 0.00% | +4,424+187.9% | Added |
| 111 Capital | 6,821 | $642.9K | 0.12% | +2,091+44.2% | Added |
| Oak Thistle LLC | 6,911 | $651.4K | 0.13% | +3,080+80.4% | Added |
| Buckingham Strategic Partners | 7,171 | $675.9K | 0.01% | +7,171 | New |
| Crossmark Global Holdings, Inc. | 7,301 | $688.2K | 0.01% | −13−0.2% | Reduced |
| XTX Topco Ltd | 7,317 | $689.7K | 0.04% | +4,123+129.1% | Added |
| Concurrent Investment Advisors, LLC | 7,322 | $690.2K | 0.02% | −111−1.5% | Reduced |
| Trust Point Inc. | 7,566 | $713.2K | 0.07% | −3,078−28.9% | Reduced |
| Securian Asset Management, Inc | 7,737 | $729.3K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 7,759 | $731.4K | 0.02% | −677−8.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 7,802 | $735.4K | 0.24% | +1,376+21.4% | Added |
| First National Advisers, LLC | 7,830 | $738.1K | 0.12% | +7,830 | New |
| Hancock Whitney Corp | 7,835 | $738.5K | 0.02% | +294+3.9% | Added |
| CWM Advisors, LLC | 7,884 | $743.1K | 0.09% | +7,884 | New |
| Cinctive Capital Management LP | 7,890 | $743.7K | 0.06% | −62,059−88.7% | Reduced |
| Sanctuary Advisors, LLC | 7,952 | $749.5K | 0.01% | −41,626−84.0% | Reduced |
| Synovus Financial Corp | 7,978 | $752.0K | 0.01% | +5,428+212.9% | Added |
| Meritage Portfolio Management | 8,317 | $784.0K | 0.05% | +446+5.7% | Added |
| SG Americas Securities, LLC | 8,605 | $811.0K | 0.00% | +4,973+136.9% | Added |
| Jump Financial, LLC | 8,835 | $832.8K | 0.01% | +8,835 | New |
| Pinebridge Investments, L.P. | 8,921 | $840.9K | 0.01% | −13,850−60.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,002 | $848.6K | 0.00% | −8,211−47.7% | Reduced |
| CI Private Wealth, LLC | 9,190 | $866.3K | 0.00% | +1,743+23.4% | Added |
| Plancorp, LLC | 9,200 | $867.2K | 0.03% | +9,200 | New |
| ISAM Funds (UK) Ltd | 9,294 | $876.1K | 0.43% | +2,566+38.1% | Added |
| AMG National Trust Bank | 9,355 | $881.8K | 0.02% | −3,710−28.4% | Reduced |
| Bank of New Hampshire | 9,539 | $899.1K | 0.24% | +9,539 | New |
| Susquehanna International Group, LLP | 9,665 | $911.0K | 0.00% | −5,711−37.1% | Reduced |
| JBF Capital, Inc. | 10,000 | $942.6K | 0.18% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 10,054 | $947.7K | 0.09% | +10,054 | New |
| Avantax Advisory Services, Inc. | 10,322 | $973.0K | 0.01% | −623−5.7% | Reduced |
| Janney Montgomery Scott LLC | 10,505 | $990.0K | 0.00% | +2,505+31.3% | Added |
| Elo Mutual Pension Insurance Co | 10,578 | $997.1K | 0.02% | +10,578 | New |
| Guggenheim Capital LLC | 10,608 | $999.9K | 0.01% | +10,608 | New |
| Interval Partners, LP | 10,642 | $1.00M | 0.04% | +10,642 | New |
| Public Employees Retirement Association of Colorado | 10,875 | $1.02M | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 11,044 | $1.04M | 0.42% | +11,044 | New |
| Versor Investments LP | 11,288 | $1.06M | 0.17% | +6,548+138.1% | Added |
| Mackenzie Financial Corp | 11,326 | $1.07M | 0.00% | −1,361−10.7% | Reduced |
| Sherbrooke Park Advisers LLC | 11,507 | $1.08M | 0.51% | +8,317+260.7% | Added |
| Xponance, Inc. | 11,745 | $1.11M | 0.01% | +54+0.5% | Added |
| Diversified Trust Co | 11,796 | $1.11M | 0.03% | +11,796 | New |
| Clark Capital Management Group, Inc. | 11,995 | $1.13M | 0.01% | −438−3.5% | Reduced |
| Gator Capital Management, LLC | 12,000 | $1.13M | 0.43% | 00.0% | Unchanged |
| Voleon Capital Management LP | 12,009 | $1.13M | 0.09% | +12,009 | New |
| Merit Financial Group, LLC | 12,042 | $1.14M | 0.02% | +10,106+522.0% | Added |
| Gsa Capital Partners LLP | 12,084 | $1.14M | 0.10% | +5,718+89.8% | Added |
| Cetera Investment Advisers | 12,105 | $1.14M | 0.00% | +944+8.5% | Added |
| Point72 Hong Kong Ltd | 12,278 | $1.16M | 0.08% | +10,695+675.6% | Added |
| Coldstream Capital Management Inc | 12,310 | $1.16M | 0.02% | +125+1.0% | Added |
| Dark Forest Capital Management LP | 12,315 | $1.16M | 0.05% | +12,315 | New |
| Asset Management One Co.,Ltd. | 12,355 | $1.16M | 0.00% | +12,355 | New |
| Neuberger Berman Group LLC | 12,419 | $1.17M | 0.00% | +1,896+18.0% | Added |
| Calamos Advisors LLC | 12,553 | $1.18M | 0.01% | +2,938+30.6% | Added |
| FORA Capital, LLC | 12,818 | $1.21M | 0.12% | +6,479+102.2% | Added |
| Brown Advisory Inc | 12,967 | $1.22M | 0.00% | −54−0.4% | Reduced |
| Fox Run Management, L.L.C. | 13,124 | $1.24M | 0.19% | +13,124 | New |
| Credit Agricole S A | 13,173 | $1.24M | 0.00% | 00.0% | Unchanged |
| Delphi Management Inc | 13,698 | $1.29M | 1.32% | −1,386−9.2% | Reduced |
| Mercer Global Advisors Inc | 14,248 | $1.34M | 0.00% | +5,180+57.1% | Added |
| Point72 (DIFC) Ltd | 14,282 | $1.35M | 0.13% | +14,282 | New |
| Verition Fund Management LLC | 14,441 | $1.36M | 0.01% | +2,522+21.2% | Added |
| Two Sigma Advisers, LP | 14,638 | $1.38M | 0.00% | −5,500−27.3% | Reduced |
| Zurich Insurance Group Ltd | 14,700 | $1.39M | 0.01% | +14,700 | New |
| Federation des caisses Desjardins du Quebec | 14,788 | $1.39M | 0.01% | −1,140−7.2% | Reduced |
| Quantum Private Wealth, LLC | 14,901 | $1.40M | 0.53% | 00.0% | Unchanged |
| JustInvest LLC | 15,224 | $1.43M | 0.02% | +1,079+7.6% | Added |