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 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 1,068,343 | $100.7M | 0.93% | −16,825−1.6% | Reduced |
| Northern Trust Corp | 1,136,207 | $107.1M | 0.02% | +7,229+0.6% | Added |
| Macquarie Group Ltd | 1,174,692 | $110.7M | 0.14% | −124,631−9.6% | Reduced |
| Bank of America Corp | 1,187,762 | $112.0M | 0.01% | +157,414+15.3% | Added |
| Marshall Wace, LLP | 1,206,458 | $113.7M | 0.15% | +1,058,875+717.5% | Added |
| Charles Schwab Investment Management Inc | 1,210,628 | $114.1M | 0.02% | −23,698−1.9% | Reduced |
| Invesco Ltd. | 1,211,580 | $114.2M | 0.02% | +4,115+0.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,303,656 | $122.9M | 0.48% | +1,855+0.1% | Added |
| AQR Capital Management LLC | 1,383,836 | $126.9M | 0.13% | +1,049,665+314.1% | Added |
| Norges Bank | 1,363,861 | $128.6M | 0.02% | +68,162+5.3% | Added |
| Fisher Asset Management, LLC | 1,390,540 | $131.1M | 0.06% | −150,044−9.7% | Reduced |
| Dimensional Fund Advisors LP | 1,516,081 | $142.9M | 0.04% | −130,352−7.9% | Reduced |
| Geode Capital Management, LLC | 1,788,340 | $168.6M | 0.01% | +88,066+5.2% | Added |
| Morgan Stanley | 2,009,135 | $189.4M | 0.01% | −555,051−21.6% | Reduced |
| Alliancebernstein L.P. | 2,284,591 | $215.3M | 0.08% | −366,969−13.8% | Reduced |
| Stifel Financial Corp | 2,396,191 | $225.9M | 0.24% | +239,259+11.1% | Added |
| Wellington Management Group LLP | 2,478,267 | $233.6M | 0.04% | −110,697−4.3% | Reduced |
| Capital Research Global Investors | 2,609,577 | $246.0M | 0.05% | −865,159−24.9% | Reduced |
| Earnest Partners LLC | 2,916,311 | $274.9M | 1.32% | −32,165−1.1% | Reduced |
| State Street Corp | 3,234,463 | $304.9M | 0.01% | +22,749+0.7% | Added |
| BlackRock, Inc. | 9,416,128 | $887.6M | 0.02% | −41,808−0.4% | Reduced |
| FMR LLC | 9,490,523 | $894.6M | 0.06% | +861,691+10.0% | Added |
| Vanguard Group Inc | 10,620,407 | $1.00B | 0.02% | +217,415+2.1% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −99,187−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −53,043−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −43,759−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −38,656−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −29,286−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −19,985−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −13,581−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −12,403−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −11,771−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −7,386−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,360−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −5,223−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −4,768−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −3,943−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −3,003−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −2,846−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −2,723−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −2,656−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −2,636−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −2,620−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,616−100.0% | Sold out |
| Sapient Capital LLC | 0 | $0 | 0.00% | −2,594−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −2,559−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −2,433−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −2,337−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −2,336−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −2,326−100.0% | Sold out |
| Kraft, Davis & Associates, LLC | 0 | $0 | 0.00% | −2,185−100.0% | Sold out |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −2,143−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −2,075−100.0% | Sold out |
| Winebrenner Capital Management LLC | 0 | $0 | 0.00% | −2,040−100.0% | Sold out |
| Sage Rhino Capital LLC | 0 | $0 | 0.00% | −1,980−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −1,925−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,190−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −802−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Cetera Trust Company, N.A | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Avalon Trust Co | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| South Plains Financial, Inc. | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Principia Wealth Advisory, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Access Investment Management LLC | – | – | – | – | Not filed |
| Zions Bancorporation, N.A. | – | – | – | – | Not filed |
| TAP Consulting, LLC | – | – | – | – | Not filed |
| Caxton Associates LP | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| WR Wealth Planners, LLC | – | – | – | – | Not filed |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | Not filed |