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, Q2 2025
Institutional positions in Stifel Financial Corp as of Jun 30, 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
- 488
- −29 vs. Q1 2025
- Shares held
- 89.7M
- +523.5K (+0.6%) vs. Q1 2025
- Total value
- $9.31B
- +$908.9M (+10.8%) vs. Q1 2025
- New holders
- 55
- 168 more added
- Sold out
- 84
- 193 more reduced
6 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 1,087 | $113.0K | 0.00% | −7,518−87.4% | Reduced |
| Parkside Financial Bank & Trust | 1,158 | $120.2K | 0.01% | −19−1.6% | Reduced |
| Advisors Asset Management, Inc. | 1,220 | $126.6K | 0.00% | −2,089−63.1% | Reduced |
| TD Private Client Wealth LLC | 1,303 | $135.2K | 0.00% | −1,071−45.1% | Reduced |
| State of Wyoming | 1,306 | $135.5K | 0.02% | −1,923−59.6% | Reduced |
| Signaturefd, LLC | 1,351 | $140.2K | 0.00% | −866−39.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,407 | $146.0K | 0.08% | +7+0.5% | Added |
| DekaBank Deutsche Girozentrale | 1,489 | $153.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,505 | $156.1K | 0.00% | −137−8.3% | Reduced |
| Hilltop National Bank | 1,506 | $156.3K | 0.04% | +1,506 | New |
| Umb Bank N A | 1,627 | $168.9K | 0.00% | +5+0.3% | Added |
| Danske Bank A/S | 1,685 | $174.9K | 0.00% | −21,883−92.9% | Reduced |
| Hamilton Capital Partners Inc. | 1,786 | $185.4K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 2,029 | $210.6K | 0.00% | +2,029 | New |
| Hilltop Holdings Inc. | 2,039 | $211.6K | 0.01% | +2,039 | New |
| Winebrenner Capital Management LLC | 2,040 | $211.7K | 0.17% | +2,040 | New |
| Drive Wealth Management, LLC | 2,078 | $215.6K | 0.05% | +2,078 | New |
| Evelyn Partners Investment Management Services Ltd | 2,080 | $215.9K | 0.03% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 2,100 | $217.9K | 0.09% | −95−4.3% | Reduced |
| Atomi Financial Group, Inc. | 2,109 | $218.9K | 0.01% | +2,109 | New |
| Moody Aldrich Partners LLC | 2,124 | $220.4K | 0.04% | −32−1.5% | Reduced |
| Ballentine Partners, LLC | 2,150 | $223.1K | 0.00% | +2,150 | New |
| Princeton Capital Management LLC | 2,200 | $228.3K | 0.07% | +2,200 | New |
| Everence Capital Management Inc | 2,230 | $231.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 2,250 | $233.5K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,278 | $236.5K | 0.00% | −3−0.1% | Reduced |
| Profund Advisors LLC | 2,290 | $237.7K | 0.01% | −125−5.2% | Reduced |
| US Asset Management LLC | 2,294 | $238.1K | 0.21% | −55−2.3% | Reduced |
| CIBC Private Wealth Group, LLC | 2,338 | $242.6K | 0.00% | −169−6.7% | Reduced |
| Old National Bancorp | 2,341 | $242.9K | 0.00% | +2,341 | New |
| Kraft, Davis & Associates, LLC | 2,182 | $243.8K | 0.07% | +2,182 | New |
| GWM Advisors LLC | 2,395 | $248.5K | 0.00% | −278−10.4% | Reduced |
| Essex Financial Services, Inc. | 2,431 | $252.3K | 0.02% | +65+2.7% | Added |
| Icon Wealth Advisors, LLC | 2,442 | $253.5K | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,443 | $253.5K | 0.00% | −1,285−34.5% | Reduced |
| Formidable Asset Management, LLC | 2,700 | $254.5K | 0.04% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,456 | $254.9K | 0.01% | −662−21.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,464 | $255.7K | 0.01% | +35+1.4% | Added |
| Voloridge Investment Management, LLC | 2,489 | $258.3K | 0.00% | −73,045−96.7% | Reduced |
| Kestra Advisory Services, LLC | 2,492 | $258.6K | 0.00% | −23−0.9% | Reduced |
| Buckingham Strategic Partners | 2,525 | $261.9K | 0.00% | −4,646−64.8% | Reduced |
| Sherbrooke Park Advisers LLC | 2,541 | $263.7K | 0.11% | −8,966−77.9% | Reduced |
| Sage Mountain Advisors LLC | 2,553 | $264.9K | 0.02% | −236−8.5% | Reduced |
| Midwest Trust Co | 2,645 | $274.5K | 0.00% | +2,645 | New |
| Greenleaf Trust | 2,657 | $275.7K | 0.00% | −98−3.6% | Reduced |
| Swiss Life Asset Management Ltd | 2,671 | $277.2K | 0.00% | +2,671 | New |
| ETF Store, Inc. | 2,672 | $277.3K | 0.32% | 00.0% | Unchanged |
| Smith, Moore & Co. | 2,707 | $280.9K | 0.02% | −112−4.0% | Reduced |
| First Commonwealth Financial Corp | 2,747 | $285.1K | 0.06% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,762 | $286.6K | 0.00% | −799−22.4% | Reduced |
| Integrated Advisors Network LLC | 2,777 | $288.2K | 0.01% | +458+19.7% | Added |
| Stephens Inc | 2,795 | $290.1K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 2,803 | $290.9K | 0.00% | −3−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 2,809 | $291.5K | 0.00% | −75−2.6% | Reduced |
| KBC Group NV | 2,819 | $293.0K | 0.00% | −1,932−40.7% | Reduced |
| Kestra Private Wealth Services, LLC | 2,825 | $293.2K | 0.00% | +321+12.8% | Added |
| Syon Capital LLC | 2,874 | $298.3K | 0.02% | +2,874 | New |
| Ronald Blue Trust, Inc. | 2,876 | $298.5K | 0.00% | −590−17.0% | Reduced |
| Journey Strategic Wealth LLC | 2,890 | $299.9K | 0.01% | −17−0.6% | Reduced |
| Parallel Advisors, LLC | 2,917 | $302.7K | 0.01% | −253−8.0% | Reduced |
| Machina Capital S.A.S. | 2,960 | $307.2K | 0.06% | −216−6.8% | Reduced |
| Freestone Capital Holdings, LLC | 3,003 | $311.7K | 0.01% | +3+0.1% | Added |
| Busey Wealth Management | 3,006 | $312.0K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 3,016 | $313.0K | 0.00% | +172+6.0% | Added |
| HCR Wealth Advisors | 3,038 | $315.3K | 0.04% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 3,042 | $315.7K | 0.04% | −12,922−80.9% | Reduced |
| United Capital Financial Advisers, LLC | 3,099 | $321.6K | 0.00% | −159−4.9% | Reduced |
| HighPoint Advisor Group LLC | 3,171 | $329.1K | 0.02% | −31−1.0% | Reduced |
| Forum Financial Management, LP | 3,220 | $334.2K | 0.01% | +10.0% | Added |
| CIBC Asset Management Inc | 3,255 | $337.8K | 0.00% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 3,275 | $339.9K | 0.10% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,562 | $343.8K | 0.01% | −106−4.0% | Reduced |
| Integrated Investment Consultants, LLC | 3,314 | $343.9K | 0.07% | −1,995−37.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,337 | $346.0K | 0.00% | −489−12.8% | Reduced |
| Intrust Bank NA | 3,369 | $349.6K | 0.03% | +318+10.4% | Added |
| Sowell Financial Services LLC | 3,379 | $350.7K | 0.01% | +74+2.2% | Added |
| Ethic Inc. | 3,424 | $355.0K | 0.01% | −2,791−44.9% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $358.0K | 0.07% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,489 | $362.1K | 0.01% | −2,250−39.2% | Reduced |
| Perigon Wealth Management, LLC | 3,503 | $363.5K | 0.01% | −33−0.9% | Reduced |
| Clark Capital Management Group, Inc. | 3,508 | $364.1K | 0.00% | −8,487−70.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,545 | $367.9K | 0.02% | +9+0.3% | Added |
| Advisor Group Holdings, Inc. | 3,706 | $369.6K | 0.00% | +1,694+84.2% | Added |
| Engineers Gate Manager LP | 3,600 | $373.6K | 0.00% | −26,095−87.9% | Reduced |
| Shelton Capital Management | 3,675 | $381.4K | 0.01% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 3,678 | $381.7K | 0.13% | +3,678 | New |
| Visionary Wealth Advisors | 3,792 | $393.5K | 0.02% | +605+19.0% | Added |
| Fulton Bank, N.A. | 3,804 | $394.8K | 0.01% | −996−20.8% | Reduced |
| Covenant Partners, LLC | 3,872 | $401.8K | 0.12% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,911 | $405.9K | 0.09% | +51+1.3% | Added |
| Summit Financial, LLC | 3,949 | $409.8K | 0.01% | −1,319−25.0% | Reduced |
| Ci Investments Inc. | 4,018 | $417.0K | 0.00% | −131−3.2% | Reduced |
| Nisa Investment Advisors, LLC | 4,085 | $423.9K | 0.00% | +108+2.7% | Added |
| Quadrant Capital Group LLC | 4,152 | $430.9K | 0.02% | −873−17.4% | Reduced |
| Shell Asset Management Co | 4,204 | $436.0K | 0.02% | −712−14.5% | Reduced |
| Keybank National Association | 4,242 | $440.2K | 0.00% | +4,242 | New |
| Simplex Trading, LLC | 4,289 | $445.0K | 0.01% | +3,511+451.3% | Added |
| Stratos Wealth Partners, LTD. | 4,290 | $445.3K | 0.01% | −38−0.9% | Reduced |
| Blair William & Co | 4,299 | $446.1K | 0.00% | +1,976+85.1% | Added |
| Whitener Capital Management, Inc. | 4,350 | $451.4K | 0.12% | −280−6.0% | Reduced |