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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.

Other share classesSFBSF.PBSF.PCSF.PD

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.

Institutional holdersQ2 2025: 488 institutions
Q1 2021: 305 institutionsQ2 2021: 342 institutionsQ3 2021: 329 institutionsQ4 2021: 348 institutionsQ1 2022: 367 institutionsQ2 2022: 353 institutionsQ3 2022: 335 institutionsQ4 2022: 362 institutionsQ1 2023: 367 institutionsQ2 2023: 369 institutionsQ3 2023: 366 institutionsQ4 2023: 378 institutionsQ1 2024: 433 institutionsQ2 2024: 436 institutionsQ3 2024: 444 institutionsQ4 2024: 510 institutionsQ1 2025: 523 institutionsQ2 2025: 488 institutionsQ3 2025: 552 institutionsQ4 2025: 630 institutionsQ1 2026: 635 institutionsQ2 2026: 596 institutions
Value heldQ2 2025: $9.31B
Q1 2021: $5.78BQ2 2021: $5.74BQ3 2021: $6.05BQ4 2021: $6.18BQ1 2022: $6.06BQ2 2022: $5.04BQ3 2022: $4.64BQ4 2022: $5.16BQ1 2023: $5.17BQ2 2023: $5.15BQ3 2023: $5.33BQ4 2023: $5.83BQ1 2024: $6.67BQ2 2024: $7.35BQ3 2024: $8.27BQ4 2024: $9.29BQ1 2025: $8.43BQ2 2025: $9.31BQ3 2025: $9.96BQ4 2025: $11.3BQ1 2026: $10.3BQ2 2026: $9.64B
Institutions holding SF and their total value by quarter
QuarterHoldersValue
Q2 2026596$9.64B
Q1 2026635$10.3B
Q4 2025630$11.3B
Q3 2025552$9.96B
Q2 2025488$9.31B
Q1 2025523$8.43B
Q4 2024510$9.29B
Q3 2024444$8.27B
Q2 2024436$7.35B
Q1 2024433$6.67B
Q4 2023378$5.83B
Q3 2023366$5.33B
Q2 2023369$5.15B
Q1 2023367$5.17B
Q4 2022362$5.16B
Q3 2022335$4.64B
Q2 2022353$5.04B
Q1 2022367$6.06B
Q4 2021348$6.18B
Q3 2021329$6.05B
Q2 2021342$5.74B
Q1 2021305$5.78B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q1 2025.

Institutions holding SF in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Citadel Advisors LLC85,885$8.91M0.01%−208,470−70.8%Reduced
Great West Life Assurance Co90,822$9.43M0.01%−949−1.0%Reduced
Mutual of America Capital Management LLC91,761$9.52M0.10%+162+0.2%Added
California State Teachers Retirement System94,658$9.82M0.01%+310.0%Added
Allspring Global Investments Holdings, LLC93,351$9.83M0.02%+8,951+10.6%Added
Schroder Investment Management Group96,927$10.1M0.01%+8,541+9.7%Added
Universal- Beteiligungs- und Servicegesellschaft mbH100,177$10.4M0.02%−1,606−1.6%Reduced
Algebris (UK) Ltd103,975$10.8M1.70%+42,142+68.2%Added
EULAV Asset Management104,422$10.8M0.25%00.0%Unchanged
Heartland Advisors Inc106,735$11.1M0.62%−263−0.2%Reduced
Agf Management Ltd108,179$11.2M0.05%−4,650−4.1%Reduced
Axiom Investors LLC109,093$11.3M0.09%−31,625−22.5%Reduced
Moran Wealth Management, LLC109,344$11.3M0.35%+1,135+1.0%Added
Royal Bank of Canada112,927$11.7M0.00%+8,023+7.6%Added
Lazard Asset Management LLC121,067$12.6M0.02%−4,890−3.9%Reduced
Crestwood Advisors Group LLC127,406$13.2M0.24%+189+0.1%Added
First Trust Advisors LP128,630$13.3M0.01%+59,662+86.5%Added
State Board of Administration of Florida Retirement System128,895$13.4M0.02%+1,590+1.2%Added
New York State Teachers Retirement System136,245$14.1M0.03%00.0%Unchanged
Qube Research & Technologies Ltd136,436$14.2M0.02%−179,316−56.8%Reduced
Ameriprise Financial Inc138,737$14.4M0.00%−6,467−4.5%Reduced
Kames Capital plc139,203$14.4M0.18%−277,490−66.6%Reduced
Access Investment Management LLC142,472$14.8M4.21%+142,472New
Raymond James Financial Inc153,997$16.0M0.01%+41,244+36.6%Added
Peregrine Capital Management LLC157,218$16.3M0.49%+2,565+1.7%Added
Loomis Sayles & Co L P162,811$16.9M0.02%+1,355+0.8%Added
Diamond Hill Capital Management Inc173,107$18.0M0.08%−26,544−13.3%Reduced
UBS Group AG183,602$19.1M0.00%−37,726−17.0%Reduced
T. Rowe Price Investment Management, Inc.184,086$19.1M0.01%−229,693−55.5%Reduced
California Public Employees Retirement System185,232$19.2M0.01%−4,471−2.4%Reduced
Prana Capital Management, LP191,986$19.9M0.72%+62,963+48.8%Added
Legal & General Group Plc196,266$20.4M0.01%+856+0.4%Added
Ancora Advisors, LLC197,212$20.5M0.43%+61,257+45.1%Added
Swiss National Bank198,213$20.6M0.01%00.0%Unchanged
Adage Capital Partners GP, L.L.C.204,000$21.2M0.04%+134,000+191.4%Added
State of Wisconsin Investment Board204,707$21.2M0.05%−3,263−1.6%Reduced
Glenmede Investment Management, LP216,911$22.5M0.11%+216,911New
SEI Investments Co242,978$25.2M0.03%−41,066−14.5%Reduced
JPMorgan Chase & Co243,677$25.3M0.00%−17,174−6.6%Reduced
Price T Rowe Associates Inc244,909$25.4M0.00%−153,724−38.6%Reduced
Nuveen, LLC263,562$27.4M0.01%−39,473−13.0%Reduced
Rhumbline Advisers266,756$27.7M0.02%−1,414−0.5%Reduced
Barclays PLC277,086$28.8M0.01%+181,024+188.4%Added
Retirement Systems of Alabama292,803$30.4M0.11%+1,201+0.4%Added
LSV Asset Management293,102$30.4M0.07%−261,430−47.1%Reduced
Wells Fargo & Company316,986$32.9M0.01%+6,170+2.0%Added
Kempen Capital Management N.V.405,548$42.1M0.40%+405,548New
Kennedy Capital Management, Inc.409,577$42.5M1.01%+10,648+2.7%Added
Systematic Financial Management LP418,682$43.5M1.16%+5,184+1.3%Added
Walleye Capital LLC436,350$45.3M0.42%+161,984+59.0%Added
UBS Asset Management Americas Inc440,811$45.7M0.01%+131,368+42.5%Added
Balyasny Asset Management LLC458,185$47.6M0.11%+80,770+21.4%Added
Hotchkis & Wiley Capital Management LLC474,559$49.2M0.16%+70,330+17.4%Added
Envestnet Asset Management Inc494,728$51.3M0.01%−7,252−1.4%Reduced
Goldman Sachs Group Inc518,804$53.8M0.01%−367,903−41.5%Reduced
Fiera Capital Corp617,855$64.1M0.22%−8,046−1.3%Reduced
New York State Common Retirement Fund647,652$67.2M0.09%+18,691+3.0%Added
Silvercrest Asset Management Group LLC665,731$69.1M0.46%−123,693−15.7%Reduced
Fuller & Thaler Asset Management, Inc.681,134$70.7M0.26%−622,522−47.8%Reduced
Victory Capital Management Inc773,702$80.3M0.05%+686,943+791.8%Added
Principal Financial Group Inc831,631$86.3M0.05%−58,397−6.6%Reduced
Channing Capital Management, LLC885,441$91.9M2.55%+61,343+7.4%Added
Bank of New York Mellon Corp955,099$99.1M0.02%−30,674−3.1%Reduced
Marshall Wace, LLP992,004$103.0M0.12%−214,454−17.8%Reduced
Alyeska Investment Group, L.P.997,899$103.6M0.37%+997,899New
GW&K Investment Management, LLC1,032,702$107.2M0.96%−35,641−3.3%Reduced
Bank of America Corp1,099,142$114.1M0.01%−88,620−7.5%Reduced
Northern Trust Corp1,104,888$114.7M0.02%−31,319−2.8%Reduced
Macquarie Group Ltd1,157,021$120.1M0.15%−17,671−1.5%Reduced
AQR Capital Management LLC1,171,472$121.6M0.10%−212,364−15.3%Reduced
Charles Schwab Investment Management Inc1,197,856$124.3M0.02%−12,772−1.1%Reduced
Fisher Asset Management, LLC1,269,850$131.8M0.05%−120,690−8.7%Reduced
Invesco Ltd.1,368,457$142.0M0.02%+156,877+12.9%Added
Norges Bank1,381,548$143.4M0.02%+17,687+1.3%Added
Morgan Stanley1,528,910$158.7M0.01%−480,225−23.9%Reduced
Dimensional Fund Advisors LP1,691,605$175.6M0.04%+175,524+11.6%Added
Geode Capital Management, LLC1,797,528$186.6M0.01%+9,188+0.5%Added
Millennium Management LLC1,998,005$207.4M0.19%+1,341,624+204.4%Added
Alliancebernstein L.P.2,054,938$213.3M0.07%−229,653−10.1%Reduced
Capital Research Global Investors2,245,759$233.1M0.05%−363,818−13.9%Reduced
Stifel Financial Corp2,310,275$239.8M0.23%−85,916−3.6%Reduced
Boston Partners2,326,249$241.5M0.27%+2,243,961+2,727.0%Added
Earnest Partners LLC2,921,222$303.2M1.37%+4,911+0.2%Added
Wellington Management Group LLP3,032,749$314.7M0.06%+554,482+22.4%Added
State Street Corp3,157,848$327.7M0.01%−76,615−2.4%Reduced
FMR LLC8,977,526$931.7M0.05%−512,997−5.4%Reduced
BlackRock, Inc.9,398,361$975.4M0.02%−17,767−0.2%Reduced
Vanguard Group Inc10,377,355$1.08B0.02%−243,052−2.3%Reduced
Assenagon Asset Management S.A.0$00.00%−145,461−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−112,833−100.0%Sold out
Cookson Peirce & Co Inc0$00.00%−111,178−100.0%Sold out
Philadelphia Financial Management of San Francisco, LLC0$00.00%−98,988−100.0%Sold out
Jane Street Group, LLC0$00.00%−80,179−100.0%Sold out
Magnetar Financial LLC0$00.00%−78,863−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−74,625−100.0%Sold out
Trexquant Investment LP0$00.00%−68,288−100.0%Sold out
Two Sigma Investments, LP0$00.00%−67,884−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−46,920−100.0%Sold out
Twinbeech Capital LP0$00.00%−46,587−100.0%Sold out
Chase Investment Counsel Corp0$00.00%−40,330−100.0%Sold out