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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 6,180 | $701.2K | 0.00% | +6,180 | New |
| Sterling Capital Management LLC | 6,177 | $700.9K | 0.01% | −560−8.3% | Reduced |
| Buckingham Strategic Partners | 5,818 | $692.1K | 0.01% | +3,293+130.4% | Added |
| GAMMA Investing LLC | 6,075 | $689.3K | 0.04% | +445+7.9% | Added |
| Haven Private, LLC | 6,020 | $683.1K | 0.30% | −429−6.7% | Reduced |
| Versor Investments LP | 6,019 | $683.0K | 0.13% | +6,019 | New |
| NJ State Employees Deferred Compensation Plan | 6,000 | $680.8K | 0.08% | 00.0% | Unchanged |
| Essential Partners LLC | 5,984 | $679.0K | 0.22% | +778+14.9% | Added |
| Caxton Associates LLP | 5,812 | $659.5K | 0.02% | +1,012+21.1% | Added |
| Resources Investment Advisors, LLC. | 5,775 | $655.3K | 0.01% | −171−2.9% | Reduced |
| Fiduciary Trust Co | 5,615 | $637.1K | 0.01% | −946−14.4% | Reduced |
| R Squared Ltd | 5,499 | $624.0K | 0.27% | +5,499 | New |
| Studio Investment Management LLC | 5,497 | $623.7K | 0.12% | −241−4.2% | Reduced |
| Connable Office Inc | 5,401 | $612.9K | 0.06% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 5,400 | $612.7K | 0.13% | +5,400 | New |
| Radnor Capital Management, LLC | 5,332 | $605.0K | 0.09% | −200−3.6% | Reduced |
| Utah Retirement Systems | 5,300 | $601.4K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,170 | $589.9K | 0.00% | +1,464+39.5% | Added |
| Meritage Portfolio Management | 5,137 | $582.9K | 0.04% | −2,754−34.9% | Reduced |
| Panagora Asset Management Inc | 5,124 | $581.4K | 0.00% | +83+1.6% | Added |
| Krilogy Financial LLC | 4,853 | $579.8K | 0.02% | +4,853 | New |
| Trust Point Inc. | 5,085 | $577.0K | 0.05% | −8−0.2% | Reduced |
| WBI Investments | 5,075 | $575.9K | 0.15% | −3,869−43.3% | Reduced |
| Rehmann Capital Advisory Group | 5,054 | $573.5K | 0.03% | +617+13.9% | Added |
| Yorktown Management & Research Co Inc | 4,900 | $556.0K | 0.44% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,897 | $555.7K | 0.03% | +214+4.6% | Added |
| Pitcairn Co | 4,890 | $554.9K | 0.04% | −1,460−23.0% | Reduced |
| Baird Financial Group, Inc. | 4,879 | $553.6K | 0.00% | −48−1.0% | Reduced |
| Swiss Life Asset Management Ltd | 4,677 | $530.7K | 0.00% | +2,006+75.1% | Added |
| Blair William & Co | 4,671 | $530.0K | 0.00% | +372+8.7% | Added |
| Maryland State Retirement & Pension System | 4,639 | $526.4K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 4,614 | $523.6K | 0.08% | +4,614 | New |
| Meeder Advisory Services, Inc. | 4,555 | $516.8K | 0.02% | +4,555 | New |
| Larson Financial Group LLC | 4,489 | $509.4K | 0.02% | +13+0.3% | Added |
| Martingale Asset Management L P | 4,464 | $506.5K | 0.01% | +4,464 | New |
| Stratos Wealth Partners, LTD. | 4,436 | $503.5K | 0.01% | +146+3.4% | Added |
| Detalus Advisors, LLC | 4,400 | $499.3K | 0.13% | −492−10.1% | Reduced |
| Whitener Capital Management, Inc. | 4,350 | $493.6K | 0.12% | 00.0% | Unchanged |
| ProShare Advisors LLC | 4,345 | $493.0K | 0.00% | −210−4.6% | Reduced |
| Sherbrooke Park Advisers LLC | 4,323 | $490.5K | 0.23% | +1,782+70.1% | Added |
| Magnetar Financial LLC | 4,319 | $490.1K | 0.00% | +4,319 | New |
| Perigon Wealth Management, LLC | 4,222 | $479.0K | 0.01% | +719+20.5% | Added |
| Quadrant Capital Group LLC | 4,211 | $477.8K | 0.02% | +59+1.4% | Added |
| Syon Capital LLC | 4,143 | $470.1K | 0.03% | +1,269+44.2% | Added |
| Renaissance Technologies LLC | 4,115 | $466.9K | 0.00% | −59,400−93.5% | Reduced |
| Tower Research Capital LLC (TRC) | 4,040 | $458.4K | 0.01% | +551+15.8% | Added |
| Keybank National Association | 3,966 | $450.0K | 0.00% | −276−6.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,887 | $441.0K | 0.00% | +550+16.5% | Added |
| Covenant Partners, LLC | 3,872 | $439.4K | 0.12% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 3,854 | $437.3K | 0.02% | −5,096−56.9% | Reduced |
| Ci Investments Inc. | 3,698 | $420.0K | 0.00% | −320−8.0% | Reduced |
| Shelton Capital Management | 3,675 | $417.0K | 0.01% | 00.0% | Unchanged |
| Axq Capital, LP | 3,649 | $414.1K | 0.16% | +3,649 | New |
| Clark Capital Management Group, Inc. | 3,642 | $413.3K | 0.00% | +134+3.8% | Added |
| Fifth Third Wealth Advisors LLC | 3,574 | $405.5K | 0.01% | +29+0.8% | Added |
| Parkside Financial Bank & Trust | 3,506 | $397.8K | 0.03% | +2,348+202.8% | Added |
| Nisa Investment Advisors, LLC | 3,485 | $395.4K | 0.00% | −600−14.7% | Reduced |
| Fulton Bank, N.A. | 3,464 | $393.1K | 0.01% | −340−8.9% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $391.0K | 0.08% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 3,399 | $385.6K | 0.01% | +20+0.6% | Added |
| Evergreen Capital Management LLC | 3,384 | $384.0K | 0.01% | +3,384 | New |
| Forum Financial Management, LP | 3,384 | $384.0K | 0.01% | +164+5.1% | Added |
| Dundas Partners LLP | 3,354 | $380.6K | 0.03% | +3,354 | New |
| Roberts Glore & Co Inc | 3,275 | $371.6K | 0.10% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,261 | $370.0K | 0.08% | −650−16.6% | Reduced |
| CIBC Asset Management Inc | 3,255 | $369.3K | 0.00% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 3,188 | $361.7K | 0.06% | −126−3.8% | Reduced |
| HighPoint Advisor Group LLC | 3,160 | $358.6K | 0.02% | −11−0.3% | Reduced |
| KBC Group NV | 3,093 | $351.0K | 0.00% | +274+9.7% | Added |
| Beirne Wealth Consulting Services, LLC | 3,083 | $350.0K | 0.08% | +3,083 | New |
| Mosaic Family Wealth Partners, LLC | 3,042 | $349.6K | 0.04% | 00.0% | Unchanged |
| Intrust Bank NA | 3,061 | $347.3K | 0.03% | −308−9.1% | Reduced |
| Vident Advisory, LLC | 3,041 | $345.1K | 0.00% | +25+0.8% | Added |
| Busey Wealth Management | 3,006 | $341.1K | 0.01% | 00.0% | Unchanged |
| HCR Wealth Advisors | 3,038 | $340.5K | 0.04% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3,001 | $340.5K | 0.01% | −2−0.1% | Reduced |
| Parallel Advisors, LLC | 2,990 | $339.3K | 0.01% | +73+2.5% | Added |
| Journey Strategic Wealth LLC | 2,951 | $334.9K | 0.01% | +61+2.1% | Added |
| HB Wealth Management, LLC | 2,909 | $330.1K | 0.00% | +466+19.1% | Added |
| Ronald Blue Trust, Inc. | 2,895 | $328.5K | 0.00% | +19+0.7% | Added |
| Prelude Capital Management, LLC | 2,811 | $319.0K | 0.02% | +2,811 | New |
| Stephens Inc | 2,795 | $317.1K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 2,763 | $313.5K | 0.00% | −62−2.2% | Reduced |
| Integrated Advisors Network LLC | 2,746 | $311.6K | 0.01% | −31−1.1% | Reduced |
| Brighton Jones LLC | 2,738 | $310.7K | 0.01% | +2,738 | New |
| Aster Capital Management (DIFC) Ltd | 2,732 | $310.0K | 0.16% | +2,732 | New |
| Smith, Moore & Co. | 2,708 | $307.3K | 0.02% | +10.0% | Added |
| Aaron Wealth Advisors | 2,703 | $306.7K | 0.02% | +2,703 | New |
| Sage Mountain Advisors LLC | 2,694 | $305.6K | 0.02% | +141+5.5% | Added |
| ETF Store, Inc. | 2,672 | $303.2K | 0.32% | 00.0% | Unchanged |
| Midwest Trust Co | 2,645 | $300.1K | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 2,642 | $300.0K | 0.00% | +2,642 | New |
| Mount Yale Investment Advisors, LLC | 2,633 | $298.8K | 0.02% | +1,622+160.4% | Added |
| IFP Advisors, Inc | 2,616 | $296.8K | 0.01% | +54+2.1% | Added |
| Greenleaf Trust | 2,591 | $294.0K | 0.00% | −66−2.5% | Reduced |
| Integrated Wealth Concepts LLC | 2,588 | $293.7K | 0.00% | −221−7.9% | Reduced |
| First Commonwealth Financial Corp | 2,564 | $290.9K | 0.05% | −183−6.7% | Reduced |
| Essex Financial Services, Inc. | 2,533 | $287.4K | 0.02% | +102+4.2% | Added |
| Ritholtz Wealth Management | 2,503 | $284.0K | 0.01% | +47+1.9% | Added |
| Keebeck Alpha, LP | 2,494 | $283.0K | 0.39% | +2,494 | New |