Skip to main content

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, 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.

Institutional holdersQ3 2025: 552 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 heldQ3 2025: $9.96B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q2 2025.

Institutions holding SF in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Shelton Capital Management3,675$417.0K0.01%00.0%Unchanged
Ci Investments Inc.3,698$420.0K0.00%−320−8.0%Reduced
Cinctive Capital Management LP3,854$437.3K0.02%−5,096−56.9%Reduced
Covenant Partners, LLC3,872$439.4K0.12%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.3,887$441.0K0.00%+550+16.5%Added
Keybank National Association3,966$450.0K0.00%−276−6.5%Reduced
Tower Research Capital LLC (TRC)4,040$458.4K0.01%+551+15.8%Added
Renaissance Technologies LLC4,115$466.9K0.00%−59,400−93.5%Reduced
Syon Capital LLC4,143$470.1K0.03%+1,269+44.2%Added
Quadrant Capital Group LLC4,211$477.8K0.02%+59+1.4%Added
Perigon Wealth Management, LLC4,222$479.0K0.01%+719+20.5%Added
Magnetar Financial LLC4,319$490.1K0.00%+4,319New
Sherbrooke Park Advisers LLC4,323$490.5K0.23%+1,782+70.1%Added
ProShare Advisors LLC4,345$493.0K0.00%−210−4.6%Reduced
Whitener Capital Management, Inc.4,350$493.6K0.12%00.0%Unchanged
Detalus Advisors, LLC4,400$499.3K0.13%−492−10.1%Reduced
Stratos Wealth Partners, LTD.4,436$503.5K0.01%+146+3.4%Added
Martingale Asset Management L P4,464$506.5K0.01%+4,464New
Larson Financial Group LLC4,489$509.4K0.02%+13+0.3%Added
Meeder Advisory Services, Inc.4,555$516.8K0.02%+4,555New
Aigen Investment Management, LP4,614$523.6K0.08%+4,614New
Maryland State Retirement & Pension System4,639$526.4K0.01%00.0%Unchanged
Blair William & Co4,671$530.0K0.00%+372+8.7%Added
Swiss Life Asset Management Ltd4,677$530.7K0.00%+2,006+75.1%Added
Baird Financial Group, Inc.4,879$553.6K0.00%−48−1.0%Reduced
Pitcairn Co4,890$554.9K0.04%−1,460−23.0%Reduced
Venturi Wealth Management, LLC4,897$555.7K0.03%+214+4.6%Added
Yorktown Management & Research Co Inc4,900$556.0K0.44%00.0%Unchanged
Rehmann Capital Advisory Group5,054$573.5K0.03%+617+13.9%Added
WBI Investments5,075$575.9K0.15%−3,869−43.3%Reduced
Trust Point Inc.5,085$577.0K0.05%−8−0.2%Reduced
Krilogy Financial LLC4,853$579.8K0.02%+4,853New
Panagora Asset Management Inc5,124$581.4K0.00%+83+1.6%Added
Meritage Portfolio Management5,137$582.9K0.04%−2,754−34.9%Reduced
Advisor Group Holdings, Inc.5,170$589.9K0.00%+1,464+39.5%Added
Utah Retirement Systems5,300$601.4K0.01%00.0%Unchanged
Radnor Capital Management, LLC5,332$605.0K0.09%−200−3.6%Reduced
Bayesian Capital Management, LP5,400$612.7K0.13%+5,400New
Connable Office Inc5,401$612.9K0.06%00.0%Unchanged
Studio Investment Management LLC5,497$623.7K0.12%−241−4.2%Reduced
R Squared Ltd5,499$624.0K0.27%+5,499New
Fiduciary Trust Co5,615$637.1K0.01%−946−14.4%Reduced
Resources Investment Advisors, LLC.5,775$655.3K0.01%−171−2.9%Reduced
Caxton Associates LLP5,812$659.5K0.02%+1,012+21.1%Added
Essential Partners LLC5,984$679.0K0.22%+778+14.9%Added
NJ State Employees Deferred Compensation Plan6,000$680.8K0.08%00.0%Unchanged
Versor Investments LP6,019$683.0K0.13%+6,019New
Haven Private, LLC6,020$683.1K0.30%−429−6.7%Reduced
GAMMA Investing LLC6,075$689.3K0.04%+445+7.9%Added
Buckingham Strategic Partners5,818$692.1K0.01%+3,293+130.4%Added
Sterling Capital Management LLC6,177$700.9K0.01%−560−8.3%Reduced
Mitsubishi UFJ Trust & Banking Corp6,180$701.2K0.00%+6,180New
Quantbot Technologies LP6,184$701.7K0.02%+6,184New
Virginia Retirement Systems Et Al6,200$703.5K0.00%−4,500−42.1%Reduced
SG Americas Securities, LLC6,290$714.0K0.00%+5,203+478.7%Added
Edmp, Inc.6,337$719.1K0.57%−20−0.3%Reduced
Private Advisor Group, LLC6,349$720.4K0.00%+4+0.1%Added
Merit Financial Group, LLC6,398$726.0K0.01%+644+11.2%Added
Toroso Investments, LLC6,428$729.4K0.00%+9+0.1%Added
111 Capital6,455$732.4K0.14%+6,455New
Snowden Capital Advisors LLC6,595$748.4K0.02%−1,042−13.6%Reduced
National Asset Management, Inc.6,666$756.5K0.04%+115+1.8%Added
Y-Intercept (Hong Kong) Ltd6,710$761.4K0.02%+6,710New
First National Advisers, LLC6,721$762.6K0.10%−1,597−19.2%Reduced
NorthRock Partners, LLC6,819$773.8K0.01%+1,046+18.1%Added
Envestnet Portfolio Solutions, Inc.6,858$778.2K0.00%−999−12.7%Reduced
Cornerstone Investment Partners, LLC6,871$779.7K0.03%+46+0.7%Added
Pallas Capital Advisors LLC7,080$803.4K0.03%+73+1.0%Added
Ethic Inc.7,293$827.5K0.01%+3,869+113.0%Added
Northwest & Ethical Investments L.P.7,280$836.6K0.02%+7,280New
Wiley Bros.-Aintree Capital, LLC7,400$839.5K0.01%+125+1.7%Added
Concurrent Investment Advisors, LLC7,509$852.1K0.01%+25+0.3%Added
Fox Run Management, L.L.C.7,561$857.9K0.13%+7,561New
Securian Asset Management, Inc7,652$868.3K0.02%−185−2.4%Reduced
Crossmark Global Holdings, Inc.7,671$870.4K0.01%+262+3.5%Added
Quest Partners LLC7,846$890.3K0.06%−4,729−37.6%Reduced
Sanctuary Advisors, LLC7,922$898.9K0.01%−268−3.3%Reduced
Hancock Whitney Corp7,940$901.0K0.02%+19+0.2%Added
Synovus Financial Corp8,112$920.5K0.01%−26−0.3%Reduced
Rockefeller Capital Management L.P.8,160$926.0K0.00%+8,160New
Public Employees Retirement Association of Colorado8,454$959.0K0.00%−2,421−22.3%Reduced
Sequoia Financial Advisors, LLC8,481$962.3K0.01%+2,645+45.3%Added
GWM Advisors LLC8,528$967.6K0.00%+6,133+256.1%Added
Riverwater Partners LLC8,676$984.5K0.41%+8,676New
Toronto Dominion Bank8,701$987.2K0.00%+8,701New
Campbell & CO Investment Adviser LLC8,782$996.5K0.08%+8,782New
Point72 (DIFC) Ltd8,973$1.02M0.07%+8,973New
Plancorp, LLC9,205$1.04M0.03%+13+0.1%Added
AMG National Trust Bank9,213$1.05M0.03%−164−1.7%Reduced
CWM Advisors, LLC9,230$1.05M0.10%+9,230New
Vestcor Inc9,374$1.06M0.03%+2,898+44.7%Added
Susquehanna International Group, LLP9,526$1.08M0.00%+3,965+71.3%Added
Twin Capital Management Inc9,639$1.09M0.14%−6,492−40.2%Reduced
United Capital Financial Advisers, LLC9,656$1.10M0.01%+6,557+211.6%Added
Machina Capital S.A.S.9,688$1.10M0.19%+6,728+227.3%Added
Ossiam9,811$1.11M0.01%+9,811New
Bank of New Hampshire9,853$1.12M0.26%+214+2.2%Added
Persistent Asset Partners Ltd9,999$1.13M0.82%+5,308+113.2%Added
JBF Capital, Inc.10,000$1.13M0.16%00.0%Unchanged
Prudential Financial Inc10,680$1.21M0.00%−15,969−59.9%Reduced