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, Q3 2025
Institutional positions in Stifel Financial Corp as of Sep 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
- 552
- +68 vs. Q2 2025
- Shares held
- 87.8M
- −560.7K (−0.6%) vs. Q2 2025
- Total value
- $9.96B
- +$792.1M (+8.6%) vs. Q2 2025
- New holders
- 98
- 204 more added
- Sold out
- 30
- 164 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bruce G. Allen Investments, LLC | 730 | $82.8K | 0.06% | −9−1.2% | Reduced |
| Mather Group, LLC. | 767 | $87.0K | 0.00% | +767 | New |
| Smartleaf Asset Management LLC | 857 | $98.5K | 0.01% | +499+139.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 999 | $113.0K | 0.00% | −49−4.7% | Reduced |
| Versant Capital Management, Inc | 1,079 | $122.4K | 0.02% | +11+1.0% | Added |
| Allworth Financial LP | 1,082 | $122.8K | 0.00% | +598+123.6% | Added |
| EverSource Wealth Advisors, LLC | 1,113 | $126.3K | 0.00% | +139+14.3% | Added |
| TD Private Client Wealth LLC | 1,206 | $136.8K | 0.00% | −97−7.4% | Reduced |
| Financial Consulate, Inc | 1,243 | $141.0K | 0.02% | +1,243 | New |
| Measured Wealth Private Client Group, LLC | 1,243 | $141.1K | 0.04% | +1,243 | New |
| Nomura Asset Management Co Ltd | 1,278 | $145.0K | 0.00% | +548+75.1% | Added |
| Signaturefd, LLC | 1,395 | $158.3K | 0.00% | +44+3.3% | Added |
| State of Wyoming | 1,418 | $160.9K | 0.02% | +112+8.6% | Added |
| DekaBank Deutsche Girozentrale | 1,489 | $168.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,506 | $170.9K | 0.04% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,584 | $179.7K | 0.01% | +799+101.8% | Added |
| Danske Bank A/S | 1,600 | $181.6K | 0.00% | −85−5.0% | Reduced |
| Umb Bank N A | 1,636 | $185.6K | 0.00% | +9+0.6% | Added |
| Rafferty Asset Management, LLC | 1,765 | $200.3K | 0.00% | +1,765 | New |
| Hamilton Capital Partners Inc. | 1,786 | $202.7K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,802 | $204.4K | 0.00% | +297+19.7% | Added |
| Dorsey & Whitney Trust CO LLC | 1,834 | $208.1K | 0.01% | +1,834 | New |
| Vestmark Advisory Solutions, Inc. | 1,834 | $208.1K | 0.00% | +1,834 | New |
| Shell Asset Management Co | 1,891 | $215.0K | 0.02% | −2,313−55.0% | Reduced |
| Sciencast Management LP | 1,904 | $216.0K | 0.04% | +1,904 | New |
| waypoint wealth counsel | 1,936 | $219.7K | 0.09% | +1,936 | New |
| Commonwealth Equity Services, LLC | 1,944 | $221.0K | 0.00% | +1,944 | New |
| Trueblood Wealth Management, LLC | 2,000 | $226.9K | 0.09% | −100−4.8% | Reduced |
| Chicago Partners Investment Group LLC | 1,958 | $230.2K | 0.01% | +1,958 | New |
| Winebrenner Capital Management LLC | 2,040 | $231.5K | 0.17% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 2,050 | $232.6K | 0.14% | +2,050 | New |
| Evelyn Partners Investment Management Services Ltd | 2,080 | $236.0K | 0.03% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,088 | $236.9K | 0.05% | +10+0.5% | Added |
| Moody Aldrich Partners LLC | 2,116 | $240.1K | 0.05% | −8−0.4% | Reduced |
| Ballentine Partners, LLC | 2,192 | $248.7K | 0.00% | +42+2.0% | Added |
| Princeton Capital Management LLC | 2,200 | $249.6K | 0.07% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 2,219 | $251.8K | 0.09% | +2,219 | New |
| Everence Capital Management Inc | 2,230 | $253.0K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 2,250 | $255.3K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 2,253 | $255.7K | 0.01% | +214+10.5% | Added |
| Johnson Financial Group, Inc. | 2,329 | $264.3K | 0.01% | +2,329 | New |
| Old National Bancorp | 2,341 | $265.6K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,356 | $267.3K | 0.01% | +66+2.9% | Added |
| Northwestern Mutual Wealth Management Co | 2,357 | $267.4K | 0.00% | +79+3.5% | Added |
| M&T Bank Corp | 2,369 | $268.8K | 0.00% | −434−15.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,374 | $269.4K | 0.01% | −90−3.7% | Reduced |
| CIBC Private Wealth Group, LLC | 2,384 | $270.5K | 0.00% | +46+2.0% | Added |
| Warren Averett Asset Management, LLC | 2,400 | $272.4K | 0.00% | +371+18.3% | Added |
| Icon Wealth Advisors, LLC | 2,443 | $277.2K | 0.02% | +10.0% | Added |
| Atomi Financial Group, Inc. | 2,448 | $277.8K | 0.01% | +339+16.1% | Added |
| Formidable Asset Management, LLC | 2,700 | $280.2K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,492 | $282.7K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 2,494 | $283.0K | 0.39% | +2,494 | New |
| Ritholtz Wealth Management | 2,503 | $284.0K | 0.01% | +47+1.9% | Added |
| Essex Financial Services, Inc. | 2,533 | $287.4K | 0.02% | +102+4.2% | Added |
| First Commonwealth Financial Corp | 2,564 | $290.9K | 0.05% | −183−6.7% | Reduced |
| Integrated Wealth Concepts LLC | 2,588 | $293.7K | 0.00% | −221−7.9% | Reduced |
| Greenleaf Trust | 2,591 | $294.0K | 0.00% | −66−2.5% | Reduced |
| IFP Advisors, Inc | 2,616 | $296.8K | 0.01% | +54+2.1% | Added |
| Mount Yale Investment Advisors, LLC | 2,633 | $298.8K | 0.02% | +1,622+160.4% | Added |
| Peapack Gladstone Financial Corp | 2,642 | $300.0K | 0.00% | +2,642 | New |
| Midwest Trust Co | 2,645 | $300.1K | 0.00% | 00.0% | Unchanged |
| ETF Store, Inc. | 2,672 | $303.2K | 0.32% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,694 | $305.6K | 0.02% | +141+5.5% | Added |
| Aaron Wealth Advisors | 2,703 | $306.7K | 0.02% | +2,703 | New |
| Smith, Moore & Co. | 2,708 | $307.3K | 0.02% | +10.0% | Added |
| Aster Capital Management (DIFC) Ltd | 2,732 | $310.0K | 0.16% | +2,732 | New |
| Brighton Jones LLC | 2,738 | $310.7K | 0.01% | +2,738 | New |
| Integrated Advisors Network LLC | 2,746 | $311.6K | 0.01% | −31−1.1% | Reduced |
| Kestra Private Wealth Services, LLC | 2,763 | $313.5K | 0.00% | −62−2.2% | Reduced |
| Stephens Inc | 2,795 | $317.1K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 2,811 | $319.0K | 0.02% | +2,811 | New |
| Ronald Blue Trust, Inc. | 2,895 | $328.5K | 0.00% | +19+0.7% | Added |
| HB Wealth Management, LLC | 2,909 | $330.1K | 0.00% | +466+19.1% | Added |
| Journey Strategic Wealth LLC | 2,951 | $334.9K | 0.01% | +61+2.1% | Added |
| Parallel Advisors, LLC | 2,990 | $339.3K | 0.01% | +73+2.5% | Added |
| Freestone Capital Holdings, LLC | 3,001 | $340.5K | 0.01% | −2−0.1% | Reduced |
| HCR Wealth Advisors | 3,038 | $340.5K | 0.04% | 00.0% | Unchanged |
| Busey Wealth Management | 3,006 | $341.1K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 3,041 | $345.1K | 0.00% | +25+0.8% | Added |
| Intrust Bank NA | 3,061 | $347.3K | 0.03% | −308−9.1% | Reduced |
| Mosaic Family Wealth Partners, LLC | 3,042 | $349.6K | 0.04% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 3,083 | $350.0K | 0.08% | +3,083 | New |
| KBC Group NV | 3,093 | $351.0K | 0.00% | +274+9.7% | Added |
| HighPoint Advisor Group LLC | 3,160 | $358.6K | 0.02% | −11−0.3% | Reduced |
| Integrated Investment Consultants, LLC | 3,188 | $361.7K | 0.06% | −126−3.8% | Reduced |
| CIBC Asset Management Inc | 3,255 | $369.3K | 0.00% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,261 | $370.0K | 0.08% | −650−16.6% | Reduced |
| Roberts Glore & Co Inc | 3,275 | $371.6K | 0.10% | 00.0% | Unchanged |
| Dundas Partners LLP | 3,354 | $380.6K | 0.03% | +3,354 | New |
| Forum Financial Management, LP | 3,384 | $384.0K | 0.01% | +164+5.1% | Added |
| Evergreen Capital Management LLC | 3,384 | $384.0K | 0.01% | +3,384 | New |
| Sowell Financial Services LLC | 3,399 | $385.6K | 0.01% | +20+0.6% | Added |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $391.0K | 0.08% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 3,464 | $393.1K | 0.01% | −340−8.9% | Reduced |
| Nisa Investment Advisors, LLC | 3,485 | $395.4K | 0.00% | −600−14.7% | Reduced |
| Parkside Financial Bank & Trust | 3,506 | $397.8K | 0.03% | +2,348+202.8% | Added |
| Fifth Third Wealth Advisors LLC | 3,574 | $405.5K | 0.01% | +29+0.8% | Added |
| Clark Capital Management Group, Inc. | 3,642 | $413.3K | 0.00% | +134+3.8% | Added |
| Axq Capital, LP | 3,649 | $414.1K | 0.16% | +3,649 | New |