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 |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 3,804 | $394.8K | 0.01% | −996−20.8% | Reduced |
| Visionary Wealth Advisors | 3,792 | $393.5K | 0.02% | +605+19.0% | Added |
| Farringdon Capital, Ltd. | 3,678 | $381.7K | 0.13% | +3,678 | New |
| Shelton Capital Management | 3,675 | $381.4K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 3,600 | $373.6K | 0.00% | −26,095−87.9% | Reduced |
| Advisor Group Holdings, Inc. | 3,706 | $369.6K | 0.00% | +1,694+84.2% | Added |
| Fifth Third Wealth Advisors LLC | 3,545 | $367.9K | 0.02% | +9+0.3% | Added |
| Clark Capital Management Group, Inc. | 3,508 | $364.1K | 0.00% | −8,487−70.8% | Reduced |
| Perigon Wealth Management, LLC | 3,503 | $363.5K | 0.01% | −33−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 3,489 | $362.1K | 0.01% | −2,250−39.2% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $358.0K | 0.07% | 00.0% | Unchanged |
| Ethic Inc. | 3,424 | $355.0K | 0.01% | −2,791−44.9% | Reduced |
| Sowell Financial Services LLC | 3,379 | $350.7K | 0.01% | +74+2.2% | Added |
| Intrust Bank NA | 3,369 | $349.6K | 0.03% | +318+10.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,337 | $346.0K | 0.00% | −489−12.8% | Reduced |
| Integrated Investment Consultants, LLC | 3,314 | $343.9K | 0.07% | −1,995−37.6% | Reduced |
| IFP Advisors, Inc | 2,562 | $343.8K | 0.01% | −106−4.0% | Reduced |
| Roberts Glore & Co Inc | 3,275 | $339.9K | 0.10% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,255 | $337.8K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 3,220 | $334.2K | 0.01% | +10.0% | Added |
| HighPoint Advisor Group LLC | 3,171 | $329.1K | 0.02% | −31−1.0% | Reduced |
| United Capital Financial Advisers, LLC | 3,099 | $321.6K | 0.00% | −159−4.9% | Reduced |
| Mosaic Family Wealth Partners, LLC | 3,042 | $315.7K | 0.04% | −12,922−80.9% | Reduced |
| HCR Wealth Advisors | 3,038 | $315.3K | 0.04% | 00.0% | Unchanged |
| Vident Advisory, LLC | 3,016 | $313.0K | 0.00% | +172+6.0% | Added |
| Busey Wealth Management | 3,006 | $312.0K | 0.01% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3,003 | $311.7K | 0.01% | +3+0.1% | Added |
| Machina Capital S.A.S. | 2,960 | $307.2K | 0.06% | −216−6.8% | Reduced |
| Parallel Advisors, LLC | 2,917 | $302.7K | 0.01% | −253−8.0% | Reduced |
| Journey Strategic Wealth LLC | 2,890 | $299.9K | 0.01% | −17−0.6% | Reduced |
| Ronald Blue Trust, Inc. | 2,876 | $298.5K | 0.00% | −590−17.0% | Reduced |
| Syon Capital LLC | 2,874 | $298.3K | 0.02% | +2,874 | New |
| Kestra Private Wealth Services, LLC | 2,825 | $293.2K | 0.00% | +321+12.8% | Added |
| KBC Group NV | 2,819 | $293.0K | 0.00% | −1,932−40.7% | Reduced |
| Integrated Wealth Concepts LLC | 2,809 | $291.5K | 0.00% | −75−2.6% | Reduced |
| M&T Bank Corp | 2,803 | $290.9K | 0.00% | −3−0.1% | Reduced |
| Stephens Inc | 2,795 | $290.1K | 0.00% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,777 | $288.2K | 0.01% | +458+19.7% | Added |
| Clearstead Advisors, LLC | 2,762 | $286.6K | 0.00% | −799−22.4% | Reduced |
| First Commonwealth Financial Corp | 2,747 | $285.1K | 0.06% | 00.0% | Unchanged |
| Smith, Moore & Co. | 2,707 | $280.9K | 0.02% | −112−4.0% | Reduced |
| ETF Store, Inc. | 2,672 | $277.3K | 0.32% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 2,671 | $277.2K | 0.00% | +2,671 | New |
| Greenleaf Trust | 2,657 | $275.7K | 0.00% | −98−3.6% | Reduced |
| Midwest Trust Co | 2,645 | $274.5K | 0.00% | +2,645 | New |
| Sage Mountain Advisors LLC | 2,553 | $264.9K | 0.02% | −236−8.5% | Reduced |
| Sherbrooke Park Advisers LLC | 2,541 | $263.7K | 0.11% | −8,966−77.9% | Reduced |
| Buckingham Strategic Partners | 2,525 | $261.9K | 0.00% | −4,646−64.8% | Reduced |
| Kestra Advisory Services, LLC | 2,492 | $258.6K | 0.00% | −23−0.9% | Reduced |
| Voloridge Investment Management, LLC | 2,489 | $258.3K | 0.00% | −73,045−96.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,464 | $255.7K | 0.01% | +35+1.4% | Added |
| Ritholtz Wealth Management | 2,456 | $254.9K | 0.01% | −662−21.2% | Reduced |
| Formidable Asset Management, LLC | 2,700 | $254.5K | 0.04% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,443 | $253.5K | 0.00% | −1,285−34.5% | Reduced |
| Icon Wealth Advisors, LLC | 2,442 | $253.5K | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,431 | $252.3K | 0.02% | +65+2.7% | Added |
| GWM Advisors LLC | 2,395 | $248.5K | 0.00% | −278−10.4% | Reduced |
| Kraft, Davis & Associates, LLC | 2,182 | $243.8K | 0.07% | +2,182 | New |
| Old National Bancorp | 2,341 | $242.9K | 0.00% | +2,341 | New |
| CIBC Private Wealth Group, LLC | 2,338 | $242.6K | 0.00% | −169−6.7% | Reduced |
| US Asset Management LLC | 2,294 | $238.1K | 0.21% | −55−2.3% | Reduced |
| Profund Advisors LLC | 2,290 | $237.7K | 0.01% | −125−5.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,278 | $236.5K | 0.00% | −3−0.1% | Reduced |
| Country Trust Bank | 2,250 | $233.5K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,230 | $231.0K | 0.01% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 2,200 | $228.3K | 0.07% | +2,200 | New |
| Ballentine Partners, LLC | 2,150 | $223.1K | 0.00% | +2,150 | New |
| Moody Aldrich Partners LLC | 2,124 | $220.4K | 0.04% | −32−1.5% | Reduced |
| Atomi Financial Group, Inc. | 2,109 | $218.9K | 0.01% | +2,109 | New |
| Trueblood Wealth Management, LLC | 2,100 | $217.9K | 0.09% | −95−4.3% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 2,080 | $215.9K | 0.03% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,078 | $215.6K | 0.05% | +2,078 | New |
| Winebrenner Capital Management LLC | 2,040 | $211.7K | 0.17% | +2,040 | New |
| Hilltop Holdings Inc. | 2,039 | $211.6K | 0.01% | +2,039 | New |
| Warren Averett Asset Management, LLC | 2,029 | $210.6K | 0.00% | +2,029 | New |
| Hamilton Capital Partners Inc. | 1,786 | $185.4K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 1,685 | $174.9K | 0.00% | −21,883−92.9% | Reduced |
| Umb Bank N A | 1,627 | $168.9K | 0.00% | +5+0.3% | Added |
| Hilltop National Bank | 1,506 | $156.3K | 0.04% | +1,506 | New |
| Principal Securities, Inc. | 1,505 | $156.1K | 0.00% | −137−8.3% | Reduced |
| DekaBank Deutsche Girozentrale | 1,489 | $153.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,407 | $146.0K | 0.08% | +7+0.5% | Added |
| Signaturefd, LLC | 1,351 | $140.2K | 0.00% | −866−39.1% | Reduced |
| State of Wyoming | 1,306 | $135.5K | 0.02% | −1,923−59.6% | Reduced |
| TD Private Client Wealth LLC | 1,303 | $135.2K | 0.00% | −1,071−45.1% | Reduced |
| Advisors Asset Management, Inc. | 1,220 | $126.6K | 0.00% | −2,089−63.1% | Reduced |
| Parkside Financial Bank & Trust | 1,158 | $120.2K | 0.01% | −19−1.6% | Reduced |
| SG Americas Securities, LLC | 1,087 | $113.0K | 0.00% | −7,518−87.4% | Reduced |
| Versant Capital Management, Inc | 1,068 | $110.8K | 0.02% | +58+5.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,048 | $109.0K | 0.00% | +1,048 | New |
| Covestor Ltd | 1,041 | $108.0K | 0.06% | +403+63.2% | Added |
| Mount Yale Investment Advisors, LLC | 1,011 | $104.9K | 0.01% | +1,011 | New |
| Skopos Labs, Inc. | 1,008 | $104.6K | 0.01% | +810+409.1% | Added |
| EverSource Wealth Advisors, LLC | 974 | $101.1K | 0.00% | +503+106.8% | Added |
| Rothschild Investment LLC | 785 | $81.5K | 0.01% | +5+0.6% | Added |
| Bruce G. Allen Investments, LLC | 739 | $76.7K | 0.06% | −22−2.9% | Reduced |
| Nomura Asset Management Co Ltd | 730 | $75.8K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 723 | $75.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 616 | $63.9K | 0.00% | −17−2.7% | Reduced |
| Montag A & Associates Inc | 585 | $60.7K | 0.00% | 00.0% | Unchanged |