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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 19,711 | $1.86M | 0.00% | +14,284+263.2% | Added |
| Fifth Third Bancorp | 19,669 | $1.85M | 0.01% | +206+1.1% | Added |
| Deutsche Bank AG | 19,606 | $1.85M | 0.00% | +11,253+134.7% | Added |
| Atria Investments LLC | 19,330 | $1.82M | 0.02% | +842+4.6% | Added |
| Amundi | 21,135 | $1.82M | 0.00% | +21,129+352,150.0% | Added |
| Park Avenue Securities LLC | 18,748 | $1.77M | 0.02% | +164+0.9% | Added |
| HSBC Holdings PLC | 18,700 | $1.75M | 0.00% | −13,600−42.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,115 | $1.71M | 0.00% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 17,927 | $1.69M | 0.15% | −552−3.0% | Reduced |
| Moneta Group Investment Advisors LLC | 17,812 | $1.68M | 0.02% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 17,500 | $1.65M | 0.01% | +17,500 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 17,479 | $1.65M | 0.00% | +17,479 | New |
| First Financial Bankshares Inc | 17,243 | $1.63M | 0.04% | 00.0% | Unchanged |
| Commerce Bank | 17,226 | $1.62M | 0.01% | −714−4.0% | Reduced |
| QRG Capital Management, Inc. | 17,032 | $1.61M | 0.02% | +372+2.2% | Added |
| Voya Investment Management LLC | 16,847 | $1.59M | 0.00% | +4,785+39.7% | Added |
| RSM US Wealth Management LLC | 16,357 | $1.54M | 0.02% | +39+0.2% | Added |
| Pictet Asset Management Holding SA | 16,312 | $1.54M | 0.00% | +1,247+8.3% | Added |
| O'Shaughnessy Asset Management, LLC | 16,073 | $1.52M | 0.01% | +1,922+13.6% | Added |
| HighTower Advisors, LLC | 15,986 | $1.51M | 0.00% | +7,209+82.1% | Added |
| Mosaic Family Wealth Partners, LLC | 15,964 | $1.50M | 0.21% | 00.0% | Unchanged |
| Twin Capital Management Inc | 15,787 | $1.49M | 0.17% | +15,787 | New |
| Tanaka Capital Management Inc | 15,628 | $1.47M | 3.51% | −53−0.3% | Reduced |
| JustInvest LLC | 15,224 | $1.43M | 0.02% | +1,079+7.6% | Added |
| Quantum Private Wealth, LLC | 14,901 | $1.40M | 0.53% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 14,788 | $1.39M | 0.01% | −1,140−7.2% | Reduced |
| Zurich Insurance Group Ltd | 14,700 | $1.39M | 0.01% | +14,700 | New |
| Two Sigma Advisers, LP | 14,638 | $1.38M | 0.00% | −5,500−27.3% | Reduced |
| Verition Fund Management LLC | 14,441 | $1.36M | 0.01% | +2,522+21.2% | Added |
| Point72 (DIFC) Ltd | 14,282 | $1.35M | 0.13% | +14,282 | New |
| Mercer Global Advisors Inc | 14,248 | $1.34M | 0.00% | +5,180+57.1% | Added |
| Delphi Management Inc | 13,698 | $1.29M | 1.32% | −1,386−9.2% | Reduced |
| Credit Agricole S A | 13,173 | $1.24M | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 13,124 | $1.24M | 0.19% | +13,124 | New |
| Brown Advisory Inc | 12,967 | $1.22M | 0.00% | −54−0.4% | Reduced |
| FORA Capital, LLC | 12,818 | $1.21M | 0.12% | +6,479+102.2% | Added |
| Calamos Advisors LLC | 12,553 | $1.18M | 0.01% | +2,938+30.6% | Added |
| Neuberger Berman Group LLC | 12,419 | $1.17M | 0.00% | +1,896+18.0% | Added |
| Asset Management One Co.,Ltd. | 12,355 | $1.16M | 0.00% | +12,355 | New |
| Dark Forest Capital Management LP | 12,315 | $1.16M | 0.05% | +12,315 | New |
| Coldstream Capital Management Inc | 12,310 | $1.16M | 0.02% | +125+1.0% | Added |
| Point72 Hong Kong Ltd | 12,278 | $1.16M | 0.08% | +10,695+675.6% | Added |
| Cetera Investment Advisers | 12,105 | $1.14M | 0.00% | +944+8.5% | Added |
| Gsa Capital Partners LLP | 12,084 | $1.14M | 0.10% | +5,718+89.8% | Added |
| Merit Financial Group, LLC | 12,042 | $1.14M | 0.02% | +10,106+522.0% | Added |
| Voleon Capital Management LP | 12,009 | $1.13M | 0.09% | +12,009 | New |
| Gator Capital Management, LLC | 12,000 | $1.13M | 0.43% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 11,995 | $1.13M | 0.01% | −438−3.5% | Reduced |
| Diversified Trust Co | 11,796 | $1.11M | 0.03% | +11,796 | New |
| Xponance, Inc. | 11,745 | $1.11M | 0.01% | +54+0.5% | Added |
| Sherbrooke Park Advisers LLC | 11,507 | $1.08M | 0.51% | +8,317+260.7% | Added |
| Mackenzie Financial Corp | 11,326 | $1.07M | 0.00% | −1,361−10.7% | Reduced |
| Versor Investments LP | 11,288 | $1.06M | 0.17% | +6,548+138.1% | Added |
| Axq Capital, LP | 11,044 | $1.04M | 0.42% | +11,044 | New |
| Public Employees Retirement Association of Colorado | 10,875 | $1.02M | 0.00% | 00.0% | Unchanged |
| Interval Partners, LP | 10,642 | $1.00M | 0.04% | +10,642 | New |
| Guggenheim Capital LLC | 10,608 | $999.9K | 0.01% | +10,608 | New |
| Elo Mutual Pension Insurance Co | 10,578 | $997.1K | 0.02% | +10,578 | New |
| Janney Montgomery Scott LLC | 10,505 | $990.0K | 0.00% | +2,505+31.3% | Added |
| Avantax Advisory Services, Inc. | 10,322 | $973.0K | 0.01% | −623−5.7% | Reduced |
| Petrus Trust Company, LTA | 10,054 | $947.7K | 0.09% | +10,054 | New |
| JBF Capital, Inc. | 10,000 | $942.6K | 0.18% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 9,665 | $911.0K | 0.00% | −5,711−37.1% | Reduced |
| Bank of New Hampshire | 9,539 | $899.1K | 0.24% | +9,539 | New |
| AMG National Trust Bank | 9,355 | $881.8K | 0.02% | −3,710−28.4% | Reduced |
| ISAM Funds (UK) Ltd | 9,294 | $876.1K | 0.43% | +2,566+38.1% | Added |
| Plancorp, LLC | 9,200 | $867.2K | 0.03% | +9,200 | New |
| CI Private Wealth, LLC | 9,190 | $866.3K | 0.00% | +1,743+23.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,002 | $848.6K | 0.00% | −8,211−47.7% | Reduced |
| Pinebridge Investments, L.P. | 8,921 | $840.9K | 0.01% | −13,850−60.8% | Reduced |
| Jump Financial, LLC | 8,835 | $832.8K | 0.01% | +8,835 | New |
| SG Americas Securities, LLC | 8,605 | $811.0K | 0.00% | +4,973+136.9% | Added |
| Meritage Portfolio Management | 8,317 | $784.0K | 0.05% | +446+5.7% | Added |
| Synovus Financial Corp | 7,978 | $752.0K | 0.01% | +5,428+212.9% | Added |
| Sanctuary Advisors, LLC | 7,952 | $749.5K | 0.01% | −41,626−84.0% | Reduced |
| Cinctive Capital Management LP | 7,890 | $743.7K | 0.06% | −62,059−88.7% | Reduced |
| CWM Advisors, LLC | 7,884 | $743.1K | 0.09% | +7,884 | New |
| Hancock Whitney Corp | 7,835 | $738.5K | 0.02% | +294+3.9% | Added |
| First National Advisers, LLC | 7,830 | $738.1K | 0.12% | +7,830 | New |
| Measured Wealth Private Client Group, LLC | 7,802 | $735.4K | 0.24% | +1,376+21.4% | Added |
| Snowden Capital Advisors LLC | 7,759 | $731.4K | 0.02% | −677−8.0% | Reduced |
| Securian Asset Management, Inc | 7,737 | $729.3K | 0.02% | 00.0% | Unchanged |
| Trust Point Inc. | 7,566 | $713.2K | 0.07% | −3,078−28.9% | Reduced |
| Concurrent Investment Advisors, LLC | 7,322 | $690.2K | 0.02% | −111−1.5% | Reduced |
| XTX Topco Ltd | 7,317 | $689.7K | 0.04% | +4,123+129.1% | Added |
| Crossmark Global Holdings, Inc. | 7,301 | $688.2K | 0.01% | −13−0.2% | Reduced |
| Buckingham Strategic Partners | 7,171 | $675.9K | 0.01% | +7,171 | New |
| Oak Thistle LLC | 6,911 | $651.4K | 0.13% | +3,080+80.4% | Added |
| 111 Capital | 6,821 | $642.9K | 0.12% | +2,091+44.2% | Added |
| Allianz Asset Management GmbH | 6,779 | $639.0K | 0.00% | +4,424+187.9% | Added |
| Edmp, Inc. | 6,757 | $636.9K | 0.53% | +6,757 | New |
| 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 |
| National Asset Management, Inc. | 6,741 | $635.4K | 0.02% | +262+4.0% | Added |
| United Services Automobile Association | 6,685 | $627.5K | 0.02% | +6,685 | New |
| Fiduciary Trust Co | 6,651 | $626.9K | 0.01% | +6,651 | New |
| Pallas Capital Advisors LLC | 6,606 | $622.7K | 0.03% | +6,606 | New |
| Foundations Investment Advisors, LLC | 6,565 | $618.8K | 0.01% | +4,334+194.3% | Added |
| Vestcor Inc | 6,476 | $610.0K | 0.02% | +6,476 | New |
| Ethic Inc. | 6,215 | $589.2K | 0.01% | −720−10.4% | Reduced |