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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 2,492 | $282.7K | 0.00% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 2,700 | $280.2K | 0.04% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 2,448 | $277.8K | 0.01% | +339+16.1% | Added |
| Icon Wealth Advisors, LLC | 2,443 | $277.2K | 0.02% | +10.0% | Added |
| Warren Averett Asset Management, LLC | 2,400 | $272.4K | 0.00% | +371+18.3% | Added |
| CIBC Private Wealth Group, LLC | 2,384 | $270.5K | 0.00% | +46+2.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,374 | $269.4K | 0.01% | −90−3.7% | Reduced |
| M&T Bank Corp | 2,369 | $268.8K | 0.00% | −434−15.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,357 | $267.4K | 0.00% | +79+3.5% | Added |
| Profund Advisors LLC | 2,356 | $267.3K | 0.01% | +66+2.9% | Added |
| Old National Bancorp | 2,341 | $265.6K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2,329 | $264.3K | 0.01% | +2,329 | New |
| Hilltop Holdings Inc. | 2,253 | $255.7K | 0.01% | +214+10.5% | Added |
| Country Trust Bank | 2,250 | $255.3K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,230 | $253.0K | 0.02% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 2,219 | $251.8K | 0.09% | +2,219 | New |
| Princeton Capital Management LLC | 2,200 | $249.6K | 0.07% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,192 | $248.7K | 0.00% | +42+2.0% | Added |
| Moody Aldrich Partners LLC | 2,116 | $240.1K | 0.05% | −8−0.4% | Reduced |
| Drive Wealth Management, LLC | 2,088 | $236.9K | 0.05% | +10+0.5% | Added |
| Evelyn Partners Investment Management Services Ltd | 2,080 | $236.0K | 0.03% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 2,050 | $232.6K | 0.14% | +2,050 | New |
| Winebrenner Capital Management LLC | 2,040 | $231.5K | 0.17% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,958 | $230.2K | 0.01% | +1,958 | New |
| Trueblood Wealth Management, LLC | 2,000 | $226.9K | 0.09% | −100−4.8% | Reduced |
| Commonwealth Equity Services, LLC | 1,944 | $221.0K | 0.00% | +1,944 | New |
| waypoint wealth counsel | 1,936 | $219.7K | 0.09% | +1,936 | New |
| Sciencast Management LP | 1,904 | $216.0K | 0.04% | +1,904 | New |
| Shell Asset Management Co | 1,891 | $215.0K | 0.02% | −2,313−55.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,834 | $208.1K | 0.00% | +1,834 | New |
| Dorsey & Whitney Trust CO LLC | 1,834 | $208.1K | 0.01% | +1,834 | New |
| Principal Securities, Inc. | 1,802 | $204.4K | 0.00% | +297+19.7% | Added |
| Hamilton Capital Partners Inc. | 1,786 | $202.7K | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 1,765 | $200.3K | 0.00% | +1,765 | New |
| Umb Bank N A | 1,636 | $185.6K | 0.00% | +9+0.6% | Added |
| Danske Bank A/S | 1,600 | $181.6K | 0.00% | −85−5.0% | Reduced |
| Rothschild Investment LLC | 1,584 | $179.7K | 0.01% | +799+101.8% | Added |
| Hilltop National Bank | 1,506 | $170.9K | 0.04% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,489 | $168.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,418 | $160.9K | 0.02% | +112+8.6% | Added |
| Signaturefd, LLC | 1,395 | $158.3K | 0.00% | +44+3.3% | Added |
| Nomura Asset Management Co Ltd | 1,278 | $145.0K | 0.00% | +548+75.1% | Added |
| Measured Wealth Private Client Group, LLC | 1,243 | $141.1K | 0.04% | +1,243 | New |
| Financial Consulate, Inc | 1,243 | $141.0K | 0.02% | +1,243 | New |
| TD Private Client Wealth LLC | 1,206 | $136.8K | 0.00% | −97−7.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,113 | $126.3K | 0.00% | +139+14.3% | Added |
| Allworth Financial LP | 1,082 | $122.8K | 0.00% | +598+123.6% | Added |
| Versant Capital Management, Inc | 1,079 | $122.4K | 0.02% | +11+1.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 999 | $113.0K | 0.00% | −49−4.7% | Reduced |
| Smartleaf Asset Management LLC | 857 | $98.5K | 0.01% | +499+139.4% | Added |
| Mather Group, LLC. | 767 | $87.0K | 0.00% | +767 | New |
| Bruce G. Allen Investments, LLC | 730 | $82.8K | 0.06% | −9−1.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 723 | $82.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 702 | $80.0K | 0.00% | +308+78.2% | Added |
| Brown Brothers Harriman & Co | 705 | $80.0K | 0.00% | +152+27.5% | Added |
| Bessemer Group Inc | 697 | $79.0K | 0.00% | +118+20.4% | Added |
| Farther Finance Advisors, LLC | 689 | $78.2K | 0.00% | +274+66.0% | Added |
| Wealthspire Advisors, LLC | 646 | $73.3K | 0.00% | +646 | New |
| Montag A & Associates Inc | 622 | $70.6K | 0.00% | +37+6.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 551 | $62.5K | 0.01% | +551 | New |
| Covestor Ltd | 540 | $62.0K | 0.03% | −501−48.1% | Reduced |
| National Bank of Canada | 500 | $56.7K | 0.00% | +500 | New |
| Park Place Capital Corp | 475 | $53.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 466 | $52.9K | 0.00% | +1+0.2% | Added |
| Massmutual Trust Co FSB | 466 | $52.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 465 | $52.8K | 0.00% | +465 | New |
| Bokf, NA | 449 | $50.9K | 0.00% | +423+1,626.9% | Added |
| Huntington National Bank | 444 | $50.4K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 348 | $39.5K | 0.00% | +348 | New |
| HM Payson & Co | 328 | $37.2K | 0.00% | +328 | New |
| Root Financial Partners, LLC | 326 | $37.0K | 0.00% | +326 | New |
| JTC Employer Solutions Trusteee Ltd | 321 | $36.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 310 | $35.2K | 0.00% | +31+11.1% | Added |
| Hemington Wealth Management | 317 | $35.0K | 0.00% | +17+5.7% | Added |
| SJS Investment Consulting Inc. | 298 | $33.8K | 0.00% | +286+2,383.3% | Added |
| Alpine Bank Wealth Management | 284 | $32.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 284 | $32.2K | 0.01% | +284 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 277 | $31.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 268 | $30.4K | 0.00% | −2,494−90.3% | Reduced |
| Advisory Services Network, LLC | 254 | $28.8K | 0.00% | +254 | New |
| Jones Financial Companies LLLP | 249 | $28.5K | 0.00% | −68−21.5% | Reduced |
| MAI Capital Management | 223 | $25.3K | 0.00% | +17+8.3% | Added |
| Osterweis Capital Management Inc | 212 | $24.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 207 | $23.5K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 182 | $20.7K | 0.01% | +145+391.9% | Added |
| Optiver Holding B.V. | 180 | $20.4K | 0.00% | −130−41.9% | Reduced |
| Salomon & Ludwin, LLC | 173 | $19.3K | 0.00% | +173 | New |
| Fortitude Family Office, LLC | 163 | $18.5K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 149 | $16.9K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 144 | $16.3K | 0.00% | +77+114.9% | Added |
| Creative Financial Designs Inc | 143 | $16.2K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 140 | $15.9K | 0.00% | +140 | New |
| WPG Advisers, LLC | 138 | $15.7K | 0.01% | +4+3.0% | Added |
| JFS Wealth Advisors, LLC | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 97 | $11.0K | 0.01% | −27−21.8% | Reduced |
| Boreal Capital Management LLC | 97 | $11.0K | 0.01% | +97 | New |
| Frazier Financial Advisors, LLC | 94 | $10.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 92 | $10.3K | 0.00% | −2−2.1% | Reduced |
| Farmers & Merchants Investments Inc | 89 | $10.1K | 0.00% | +4+4.7% | Added |