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 |
|---|---|---|---|---|---|
| Tanaka Capital Management Inc | 15,628 | $1.47M | 3.51% | −53−0.3% | Reduced |
| Twin Capital Management Inc | 15,787 | $1.49M | 0.17% | +15,787 | New |
| Mosaic Family Wealth Partners, LLC | 15,964 | $1.50M | 0.21% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,986 | $1.51M | 0.00% | +7,209+82.1% | Added |
| O'Shaughnessy Asset Management, LLC | 16,073 | $1.52M | 0.01% | +1,922+13.6% | Added |
| Pictet Asset Management Holding SA | 16,312 | $1.54M | 0.00% | +1,247+8.3% | Added |
| RSM US Wealth Management LLC | 16,357 | $1.54M | 0.02% | +39+0.2% | Added |
| Voya Investment Management LLC | 16,847 | $1.59M | 0.00% | +4,785+39.7% | Added |
| QRG Capital Management, Inc. | 17,032 | $1.61M | 0.02% | +372+2.2% | Added |
| Commerce Bank | 17,226 | $1.62M | 0.01% | −714−4.0% | Reduced |
| First Financial Bankshares Inc | 17,243 | $1.63M | 0.04% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 17,479 | $1.65M | 0.00% | +17,479 | New |
| Virginia Retirement Systems Et Al | 17,500 | $1.65M | 0.01% | +17,500 | New |
| Moneta Group Investment Advisors LLC | 17,812 | $1.68M | 0.02% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 17,927 | $1.69M | 0.15% | −552−3.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,115 | $1.71M | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 18,700 | $1.75M | 0.00% | −13,600−42.1% | Reduced |
| Park Avenue Securities LLC | 18,748 | $1.77M | 0.02% | +164+0.9% | Added |
| Amundi | 21,135 | $1.82M | 0.00% | +21,129+352,150.0% | Added |
| Atria Investments LLC | 19,330 | $1.82M | 0.02% | +842+4.6% | Added |
| Deutsche Bank AG | 19,606 | $1.85M | 0.00% | +11,253+134.7% | Added |
| Fifth Third Bancorp | 19,669 | $1.85M | 0.01% | +206+1.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 19,711 | $1.86M | 0.00% | +14,284+263.2% | Added |
| Alaska Permanent Fund Corp | 21,720 | $1.86M | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 19,971 | $1.88M | 0.00% | +625+3.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 20,009 | $1.89M | 0.13% | +9,245+85.9% | Added |
| Prescott Group Capital Management, L.L.C. | 20,326 | $1.92M | 0.28% | 00.0% | Unchanged |
| Creative Planning | 20,623 | $1.94M | 0.00% | +5,121+33.0% | Added |
| Oregon Public Employees Retirement Fund | 20,752 | $1.96M | 0.04% | −32−0.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 21,070 | $1.99M | 0.29% | +21,070 | New |
| New Mexico Educational Retirement Board | 21,500 | $2.03M | 0.07% | 00.0% | Unchanged |
| AXA S.A. | 21,670 | $2.04M | 0.01% | +21,670 | New |
| Wedge Capital Management L L P | 22,568 | $2.13M | 0.04% | +4,942+28.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,717 | $2.14M | 0.03% | −31−0.1% | Reduced |
| Danske Bank A/S | 23,568 | $2.22M | 0.01% | +867+3.8% | Added |
| Man Group plc | 23,588 | $2.22M | 0.01% | −6,212−20.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,424 | $2.30M | 0.01% | +1,818+8.0% | Added |
| State of Michigan Retirement System | 24,487 | $2.31M | 0.01% | +200+0.8% | Added |
| KLP Kapitalforvaltning AS | 24,700 | $2.33M | 0.01% | +300+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 24,713 | $2.33M | 0.02% | +105+0.4% | Added |
| Clayton Financial Group LLC | 25,012 | $2.36M | 0.86% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 25,032 | $2.36M | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 25,371 | $2.39M | 0.23% | +16,037+171.8% | Added |
| Colony Group, LLC | 26,144 | $2.46M | 0.01% | +3,887+17.5% | Added |
| Quest Partners LLC | 26,210 | $2.47M | 0.27% | +21,713+482.8% | Added |
| Arrowstreet Capital, Limited Partnership | 26,876 | $2.53M | 0.00% | −228,606−89.5% | Reduced |
| New Age Alpha Advisors, LLC | 26,906 | $2.54M | 0.11% | −31,292−53.8% | Reduced |
| Sit Investment Associates Inc | 27,095 | $2.55M | 0.06% | +330+1.2% | Added |
| EFG Asset Management (North America) Corp. | 27,970 | $2.63M | 0.44% | −8,509−23.3% | Reduced |
| CWM, LLC | 28,229 | $2.66M | 0.01% | +24,141+590.5% | Added |
| Assetmark, Inc | 28,514 | $2.69M | 0.01% | +992+3.6% | Added |
| Russell Investments Group, Ltd. | 28,536 | $2.69M | 0.00% | +13,814+93.8% | Added |
| Louisiana State Employees Retirement System | 28,600 | $2.70M | 0.05% | +200+0.7% | Added |
| Captrust Financial Advisors | 28,882 | $2.72M | 0.01% | −473−1.6% | Reduced |
| Omers Administration Corp | 29,300 | $2.76M | 0.02% | +20,900+248.8% | Added |
| Arizona State Retirement System | 29,359 | $2.77M | 0.02% | −392−1.3% | Reduced |
| Illinois Municipal Retirement Fund | 29,437 | $2.77M | 0.04% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 29,552 | $2.79M | 0.01% | −2,835−8.8% | Reduced |
| Engineers Gate Manager LP | 29,695 | $2.80M | 0.05% | +12,353+71.2% | Added |
| MML Investors Services, LLC | 30,002 | $2.83M | 0.01% | +1,345+4.7% | Added |
| Ensign Peak Advisors, Inc | 30,056 | $2.83M | 0.01% | 00.0% | Unchanged |
| Palisades Investment Partners, LLC | 30,163 | $2.84M | 1.43% | +439+1.5% | Added |
| Wesbanco Bank Inc | 31,600 | $2.98M | 0.10% | 00.0% | Unchanged |
| Regions Financial Corp | 31,935 | $3.01M | 0.02% | −93−0.3% | Reduced |
| Public Employees Retirement System of Ohio | 32,935 | $3.10M | 0.01% | −4,580−12.2% | Reduced |
| Davenport & Co LLC | 33,103 | $3.12M | 0.02% | +1,769+5.6% | Added |
| First National Bank of Omaha | 33,740 | $3.18M | 0.22% | −1,500−4.3% | Reduced |
| Zions Bancorporation, National Association | 34,666 | $3.27M | 0.21% | +34,666 | New |
| Beverly Hills Private Wealth, LLC | 34,683 | $3.27M | 0.65% | +3,266+10.4% | Added |
| Stanley-Laman Group, Ltd. | 35,079 | $3.31M | 0.51% | −1,899−5.1% | Reduced |
| Aquatic Capital Management LLC | 35,110 | $3.31M | 0.08% | +35,110 | New |
| Yousif Capital Management, LLC | 35,933 | $3.39M | 0.04% | −26−0.1% | Reduced |
| Mariner, LLC | 36,069 | $3.40M | 0.01% | +3,521+10.8% | Added |
| State of Alaska, Department of Revenue | 36,742 | $3.46M | 0.04% | +300+0.8% | Added |
| Renaissance Technologies LLC | 36,915 | $3.48M | 0.01% | +14,000+61.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 37,039 | $3.49M | 0.04% | +741+2.0% | Added |
| Cerity Partners LLC | 37,201 | $3.51M | 0.01% | −2,916−7.3% | Reduced |
| TT International Asset Management LTD | 38,126 | $3.59M | 0.54% | +12,108+46.5% | Added |
| Federated Hermes, Inc. | 39,393 | $3.71M | 0.01% | +6,003+18.0% | Added |
| Ameritas Investment Partners, Inc. | 39,398 | $3.71M | 0.13% | +3,597+10.0% | Added |
| Caisse de Depot Et Placement du Quebec | 39,700 | $3.74M | 0.01% | +39,700 | New |
| Chase Investment Counsel Corp | 40,330 | $3.80M | 1.39% | −1,269−3.1% | Reduced |
| Comerica Bank | 41,339 | $3.90M | 0.02% | −1,019−2.4% | Reduced |
| State of Tennessee, Treasury Department | 42,163 | $3.97M | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 43,963 | $4.14M | 0.01% | +78+0.2% | Added |
| Treasurer of the State of North Carolina | 45,423 | $4.28M | 0.02% | +1,770+4.1% | Added |
| Janus Henderson Group PLC | 45,609 | $4.28M | 0.00% | 00.0% | Unchanged |
| Twinbeech Capital LP | 46,587 | $4.39M | 0.08% | −23,439−33.5% | Reduced |
| Amalgamated Bank | 46,707 | $4.40M | 0.04% | −1,678−3.5% | Reduced |
| Pathstone Holdings, LLC | 46,770 | $4.41M | 0.02% | +248+0.5% | Added |
| Campbell & CO Investment Adviser LLC | 46,920 | $4.42M | 0.34% | −11,642−19.9% | Reduced |
| Brinker Capital Investments, LLC | 48,475 | $4.57M | 0.04% | +965+2.0% | Added |
| Orion Portfolio Solutions, LLC | 48,475 | $4.57M | 0.04% | +965+2.0% | Added |
| Teachers Retirement System of the State of Kentucky | 48,617 | $4.58M | 0.04% | −2,711−5.3% | Reduced |
| 1492 Capital Management LLC | 50,277 | $4.74M | 2.55% | −2,744−5.2% | Reduced |
| Dana Investment Advisors, Inc. | 50,932 | $4.80M | 0.17% | −510−1.0% | Reduced |
| Harbor Capital Advisors, Inc. | 51,957 | $4.90M | 0.22% | +10,757+26.1% | Added |
| US Bancorp | 52,038 | $4.91M | 0.01% | −2,221−4.1% | Reduced |
| Citigroup Inc | 52,431 | $4.94M | 0.00% | +26,430+101.6% | Added |
| Brandywine Global Investment Management, LLC | 52,650 | $4.96M | 0.04% | −1,609−3.0% | Reduced |