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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 2,415 | $227.6K | 0.01% | −66−2.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,379 | $224.2K | 0.00% | +2,379 | New |
| TD Private Client Wealth LLC | 2,374 | $223.8K | 0.01% | +492+26.1% | Added |
| Essex Financial Services, Inc. | 2,366 | $223.0K | 0.02% | +78+3.4% | Added |
| US Asset Management LLC | 2,349 | $221.0K | 0.21% | 00.0% | Unchanged |
| Blair William & Co | 2,323 | $219.0K | 0.00% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,319 | $218.6K | 0.01% | −42,975−94.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,281 | $215.0K | 0.00% | −1,318−36.6% | Reduced |
| Country Trust Bank | 2,250 | $212.1K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,230 | $210.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,217 | $209.0K | 0.00% | +1,124+102.8% | Added |
| Bayesian Capital Management, LP | 2,199 | $207.3K | 0.03% | +2,199 | New |
| Trueblood Wealth Management, LLC | 2,195 | $206.9K | 0.10% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 2,156 | $203.2K | 0.04% | −3,937−64.6% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 2,080 | $196.1K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,507 | $191.8K | 0.00% | +729+41.0% | Added |
| Advisor Group Holdings, Inc. | 2,012 | $189.7K | 0.00% | −3,353−62.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,918 | $180.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,642 | $174.2K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,786 | $168.3K | 0.01% | −51−2.8% | Reduced |
| Umb Bank N A | 1,622 | $152.9K | 0.00% | +542+50.2% | Added |
| DekaBank Deutsche Girozentrale | 1,489 | $137.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,400 | $132.0K | 0.08% | +7+0.5% | Added |
| Lindbrook Capital, LLC | 1,234 | $116.3K | 0.01% | +843+215.6% | Added |
| Parkside Financial Bank & Trust | 1,177 | $110.9K | 0.01% | +243+26.0% | Added |
| Farther Finance Advisors, LLC | 1,169 | $110.8K | 0.00% | +836+251.1% | Added |
| Quarry LP | 1,156 | $109.0K | 0.03% | +697+151.9% | Added |
| Versant Capital Management, Inc | 1,010 | $95.2K | 0.02% | +553+121.0% | Added |
| Rothschild Investment LLC | 780 | $73.5K | 0.00% | +15+2.0% | Added |
| Simplex Trading, LLC | 778 | $73.0K | 0.00% | +778 | New |
| Mather Group, LLC. | 767 | $72.3K | 0.00% | +60+8.5% | Added |
| Bruce G. Allen Investments, LLC | 761 | $71.7K | 0.06% | +11+1.5% | Added |
| Nomura Asset Management Co Ltd | 730 | $68.8K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 723 | $68.0K | 0.00% | +723 | New |
| Covestor Ltd | 638 | $60.0K | 0.04% | +456+250.5% | Added |
| First Horizon Advisors, Inc. | 633 | $59.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 585 | $55.1K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 553 | $52.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 520 | $49.0K | 0.00% | −285−35.4% | Reduced |
| Smartleaf Asset Management LLC | 500 | $46.9K | 0.00% | −28−5.3% | Reduced |
| Bessemer Group Inc | 491 | $46.0K | 0.00% | +170+53.0% | Added |
| Park Place Capital Corp | 475 | $44.8K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 471 | $44.4K | 0.00% | +417+772.2% | Added |
| Whittier Trust Co | 336 | $31.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 331 | $31.2K | 0.00% | +183+123.6% | Added |
| Caitong International Asset Management Co., Ltd | 326 | $30.7K | 0.02% | −270−45.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 321 | $30.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 317 | $29.9K | 0.00% | −37−10.5% | Reduced |
| Allworth Financial LP | 337 | $28.9K | 0.00% | +136+67.7% | Added |
| Optiver Holding B.V. | 305 | $28.7K | 0.00% | +305 | New |
| Alpine Bank Wealth Management | 284 | $26.8K | 0.00% | +284 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 277 | $26.1K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 278 | $26.0K | 0.00% | +20+7.8% | Added |
| NBC Securities, Inc. | 279 | $26.0K | 0.00% | +279 | New |
| Jones Financial Companies LLLP | 252 | $23.7K | 0.00% | +38+17.8% | Added |
| V-Square Quantitative Management LLC | 242 | $22.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 225 | $21.2K | 0.02% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 222 | $20.9K | 0.00% | +222 | New |
| FNY Investment Advisers, LLC | 221 | $20.0K | 0.01% | +221 | New |
| Rise Advisors, LLC | 206 | $19.4K | 0.01% | −64−23.7% | Reduced |
| Smithfield Trust Co | 206 | $19.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 200 | $18.9K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 198 | $18.7K | 0.00% | +180+1,000.0% | Added |
| SRS Capital Advisors, Inc. | 182 | $17.2K | 0.00% | −122−40.1% | Reduced |
| Creative Financial Designs Inc | 181 | $17.1K | 0.00% | +86+90.5% | Added |
| J.Safra Asset Management Corp | 180 | $17.0K | 0.00% | +11+6.5% | Added |
| WPG Advisers, LLC | 168 | $15.8K | 0.01% | +28+20.0% | Added |
| Central Trust Co | 149 | $14.0K | 0.00% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 156 | $14.0K | 0.01% | +156 | New |
| Fortitude Family Office, LLC | 147 | $13.9K | 0.00% | −10−6.4% | Reduced |
| Cornerstone Planning Group LLC | 151 | $12.5K | 0.00% | +55+57.3% | Added |
| NewSquare Capital LLC | 119 | $11.2K | 0.00% | +115+2,875.0% | Added |
| Frazier Financial Advisors, LLC | 94 | $8.86K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 94 | $8.86K | 0.00% | +4+4.4% | Added |
| MAI Capital Management | 93 | $8.77K | 0.00% | +17+22.4% | Added |
| JFS Wealth Advisors, LLC | 92 | $8.67K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 87 | $8.20K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 77 | $7.26K | 0.00% | +35+83.3% | Added |
| Geneos Wealth Management Inc. | 73 | $6.88K | 0.00% | −1−1.4% | Reduced |
| True Wealth Design, LLC | 71 | $6.69K | 0.00% | +71 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 67 | $6.32K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 60 | $5.66K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 56 | $5.24K | 0.00% | +1+1.8% | Added |
| North Star Investment Management Corp. | 47 | $4.47K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $4.15K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 43 | $4.05K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $3.68K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 37 | $3.49K | 0.00% | +37 | New |
| Continuum Advisory, LLC | 36 | $3.39K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 34 | $3.21K | 0.00% | +34 | New |
| Capital Advisors, Ltd. LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 31 | $2.92K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 29 | $2.73K | 0.00% | +28+2,800.0% | Added |
| Manchester Capital Management LLC | 28 | $2.64K | 0.00% | −107−79.3% | Reduced |
| Prestige Wealth Management Group LLC | 28 | $2.64K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 27 | $2.55K | 0.00% | +8+42.1% | Added |
| Bokf, NA | 26 | $2.45K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 25 | $2.36K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 25 | $2.36K | 0.00% | +17+212.5% | Added |
| DiNuzzo Private Wealth, Inc. | 24 | $2.26K | 0.00% | +1+4.3% | Added |