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 |
|---|---|---|---|---|---|
| TD Asset Management Inc | 6,210 | $585.4K | 0.00% | −15,190−71.0% | Reduced |
| Haven Private, LLC | 6,020 | $567.4K | 0.32% | −980−14.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 6,000 | $565.6K | 0.07% | 00.0% | Unchanged |
| MQS Management LLC | 5,976 | $563.3K | 0.32% | +5,976 | New |
| Studio Investment Management LLC | 5,847 | $551.1K | 0.11% | −770−11.6% | Reduced |
| NorthRock Partners, LLC | 5,755 | $542.5K | 0.02% | −7−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 5,755 | $542.4K | 0.01% | +886+18.2% | Added |
| Tower Research Capital LLC (TRC) | 5,739 | $541.0K | 0.02% | −2,203−27.7% | Reduced |
| Inceptionr LLC | 5,614 | $529.2K | 0.16% | +5,614 | New |
| Venturi Wealth Management, LLC | 5,549 | $523.0K | 0.03% | +146+2.7% | Added |
| Sterling Capital Management LLC | 5,519 | $520.2K | 0.01% | −364−6.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,469 | $513.1K | 0.01% | +566+11.5% | Added |
| Connable Office Inc | 5,401 | $509.1K | 0.05% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 5,309 | $500.4K | 0.10% | −326−5.8% | Reduced |
| Utah Retirement Systems | 5,300 | $499.6K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 5,268 | $496.6K | 0.01% | +5,268 | New |
| Quadrant Capital Group LLC | 5,025 | $473.7K | 0.02% | +2,965+143.9% | Added |
| Shell Asset Management Co | 4,916 | $463.0K | 0.02% | −201−3.9% | Reduced |
| Yorktown Management & Research Co Inc | 4,900 | $461.9K | 0.50% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 4,894 | $461.3K | 0.00% | +28+0.6% | Added |
| Detalus Advisors, LLC | 4,892 | $461.1K | 0.14% | 00.0% | Unchanged |
| Caxton Associates LLP | 4,800 | $452.4K | 0.02% | +4,800 | New |
| Fulton Bank, N.A. | 4,800 | $452.4K | 0.02% | −178−3.6% | 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 |
| Maryland State Retirement & Pension System | 4,639 | $437.3K | 0.01% | −1,031−18.2% | Reduced |
| Whitener Capital Management, Inc. | 4,630 | $436.4K | 0.12% | +4,630 | New |
| HRT Financial LP | 4,633 | $436.0K | 0.00% | +4,633 | New |
| Kovitz Investment Group Partners, LLC | 4,520 | $426.0K | 0.00% | +60+1.3% | Added |
| GAMMA Investing LLC | 4,509 | $425.0K | 0.03% | +3,609+401.0% | Added |
| Tudor Investment Corp Et Al | 4,476 | $421.9K | 0.00% | +1,236+38.1% | Added |
| Panagora Asset Management Inc | 4,441 | $418.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,429 | $417.5K | 0.02% | +16+0.4% | Added |
| ProShare Advisors LLC | 4,353 | $410.3K | 0.00% | −435−9.1% | Reduced |
| TownSquare Capital, LLC | 4,341 | $409.2K | 0.00% | +676+18.4% | Added |
| Stratos Wealth Partners, LTD. | 4,328 | $408.0K | 0.01% | +127+3.0% | Added |
| Ci Investments Inc. | 4,149 | $391.0K | 0.00% | +365+9.6% | Added |
| Johnson Financial Group, Inc. | 4,140 | $390.2K | 0.02% | +4,075+6,269.2% | Added |
| Great Lakes Advisors, LLC | 4,079 | $384.5K | 0.00% | −137−3.2% | Reduced |
| Nisa Investment Advisors, LLC | 3,977 | $374.9K | 0.00% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,893 | $367.0K | 0.02% | +328+9.2% | Added |
| Covenant Partners, LLC | 3,872 | $365.0K | 0.12% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,860 | $363.9K | 0.09% | −76−1.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,826 | $361.0K | 0.00% | +3,826 | New |
| HB Wealth Management, LLC | 3,728 | $351.4K | 0.00% | +1,414+61.1% | Added |
| Shelton Capital Management | 3,675 | $346.4K | 0.01% | −194−5.0% | Reduced |
| Teza Capital Management LLC | 3,573 | $336.8K | 0.15% | +3,573 | New |
| Clearstead Advisors, LLC | 3,561 | $335.7K | 0.01% | +662+22.8% | Added |
| 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 |
| Toroso Investments, LLC | 3,514 | $331.2K | 0.00% | −1,168−24.9% | Reduced |
| Ronald Blue Trust, Inc. | 3,466 | $326.7K | 0.00% | −5−0.1% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $325.0K | 0.07% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 3,407 | $321.1K | 0.00% | −585−14.7% | Reduced |
| Virtu Financial LLC | 3,403 | $321.0K | 0.02% | +1,048+44.5% | Added |
| Centiva Capital, LP | 3,313 | $312.3K | 0.02% | −2,428−42.3% | Reduced |
| Advisors Asset Management, Inc. | 3,309 | $311.9K | 0.01% | −79−2.3% | Reduced |
| Sowell Financial Services LLC | 3,305 | $311.6K | 0.01% | +3,305 | New |
| Headlands Technologies LLC | 3,304 | $311.4K | 0.04% | +3,209+3,377.9% | Added |
| Roberts Glore & Co Inc | 3,275 | $308.7K | 0.09% | 00.0% | Unchanged |
| Kaufman Rossin Wealth, LLC | 3,263 | $307.6K | 0.22% | +3,263 | New |
| United Capital Financial Advisers, LLC | 3,258 | $307.1K | 0.00% | +109+3.5% | Added |
| CIBC Asset Management Inc | 3,255 | $306.8K | 0.00% | +72+2.3% | Added |
| State of Wyoming | 3,229 | $304.4K | 0.04% | +1,485+85.1% | Added |
| Evergreen Capital Management LLC | 3,227 | $304.2K | 0.01% | +1,028+46.7% | Added |
| Forum Financial Management, LP | 3,219 | $303.4K | 0.01% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 3,187 | $300.4K | 0.02% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 3,176 | $299.4K | 0.09% | +1,084+51.8% | Added |
| Parallel Advisors, LLC | 3,170 | $298.8K | 0.01% | +284+9.8% | Added |
| Ritholtz Wealth Management | 3,118 | $293.9K | 0.01% | +406+15.0% | Added |
| Martingale Asset Management L P | 3,098 | $292.0K | 0.01% | +3,098 | New |
| Intrust Bank NA | 3,051 | $287.6K | 0.03% | −224−6.8% | Reduced |
| HCR Wealth Advisors | 3,038 | $286.4K | 0.04% | 00.0% | Unchanged |
| Busey Wealth Management | 3,006 | $283.3K | 0.01% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3,000 | $282.8K | 0.01% | −25−0.8% | Reduced |
| Quantbot Technologies LP | 2,953 | $278.4K | 0.01% | +2,953 | New |
| HighPoint Advisor Group LLC | 3,202 | $276.0K | 0.02% | +172+5.7% | Added |
| Journey Strategic Wealth LLC | 2,907 | $274.0K | 0.01% | +117+4.2% | Added |
| Integrated Wealth Concepts LLC | 2,884 | $271.8K | 0.00% | +61+2.2% | Added |
| Vident Advisory, LLC | 2,844 | $268.3K | 0.00% | +479+20.3% | Added |
| Smith, Moore & Co. | 2,819 | $265.7K | 0.02% | −176−5.9% | Reduced |
| M&T Bank Corp | 2,806 | $264.5K | 0.00% | −125−4.3% | Reduced |
| Stephens Inc | 2,795 | $263.5K | 0.00% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,789 | $262.9K | 0.02% | −53−1.9% | Reduced |
| Greenleaf Trust | 2,755 | $259.7K | 0.00% | +166+6.4% | Added |
| First Commonwealth Financial Corp | 2,747 | $258.9K | 0.06% | +2,747 | New |
| Formidable Asset Management, LLC | 2,700 | $254.5K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,668 | $253.4K | 0.01% | +53+2.0% | Added |
| GWM Advisors LLC | 2,673 | $252.0K | 0.00% | +147+5.8% | Added |
| ETF Store, Inc. | 2,672 | $251.9K | 0.31% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 2,650 | $249.8K | 0.27% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 2,642 | $249.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Point72 Asia (Singapore) Pte. Ltd. | 2,611 | $246.1K | 0.06% | +2,034+352.5% | Added |
| Kestra Advisory Services, LLC | 2,515 | $237.1K | 0.00% | −605−19.4% | Reduced |
| Kestra Private Wealth Services, LLC | 2,504 | $236.0K | 0.00% | +215+9.4% | Added |
| Sivia Capital Partners, LLC | 2,497 | $235.4K | 0.11% | +2,497 | New |
| Icon Wealth Advisors, LLC | 2,442 | $230.2K | 0.02% | −20−0.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,429 | $229.0K | 0.01% | −69−2.8% | Reduced |