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 |
|---|---|---|---|---|---|
| Retirement Wealth Solutions LLC | 77 | $8.74K | 0.01% | +21+37.5% | Added |
| First Pacific Financial | 65 | $7.38K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 62 | $7.04K | 0.00% | +62 | New |
| Harbour Investments, Inc. | 60 | $6.81K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 59 | $6.64K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 57 | $6.47K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 54 | $6.11K | 0.00% | +6+12.5% | Added |
| WealthCollab, LLC | 51 | $5.79K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 48 | $5.45K | 0.00% | +48 | New |
| Cape Investment Advisory, Inc. | 47 | $5.33K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 42 | $4.77K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $4.43K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 37 | $4.20K | 0.00% | +37 | New |
| Plante Moran Financial Advisors, LLC | 36 | $4.08K | 0.00% | +36 | New |
| Capital Advisors, Ltd. LLC | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $3.18K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 28 | $3.18K | 0.00% | +8+40.0% | Added |
| Cloud Capital Management, LLC | 27 | $3.00K | 0.00% | +27 | New |
| Sachetta, LLC | 26 | $2.95K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 26 | $2.95K | 0.00% | −100−79.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 25 | $2.84K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 25 | $2.84K | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $2.65K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 108 | $2.64K | 0.00% | +22+25.6% | Added |
| Manchester Capital Management LLC | 23 | $2.61K | 0.00% | −5−17.9% | Reduced |
| UMA Financial Services, Inc. | 21 | $2.38K | 0.00% | +15+250.0% | Added |
| Albion Financial Group | 18 | $2.04K | 0.00% | +18 | New |
| CVA Family Office, LLC | 17 | $1.93K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 16 | $1.87K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 15 | $1.70K | 0.00% | +15 | New |
| Spire Wealth Management | 15 | $1.70K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $1.48K | 0.00% | +2+18.2% | Added |
| Hughes Financial Services, LLC | 12 | $1.46K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 12 | $1.36K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $1.14K | 0.00% | −5−33.3% | Reduced |
| Cromwell Holdings LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $1.14K | 0.00% | +3+42.9% | Added |
| HFM Investment Advisors, LLC | 9 | $1.02K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 8 | $908 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $794 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $794 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $794 | 0.00% | +2+40.0% | Added |
| Tortoise Investment Management, LLC | 7 | $794 | 0.00% | +6+600.0% | Added |
| Transamerica Financial Advisors, Inc. | 7 | $794 | 0.00% | +7 | New |
| Palisade Asset Management, LLC | 3 | $341 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 2 | $232 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $227 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $114 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $114 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $113 | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 0 | $0 | 0.00% | −293,102−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −40,836−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −38,952−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −30,027−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −27,200−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −12,021−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −11,779−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −7,372−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −6,309−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −6,188−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,762−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −4,493−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,289−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −3,949−100.0% | Sold out |
| Visionary Wealth Advisors | 0 | $0 | 0.00% | −3,792−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −3,678−100.0% | Sold out |
| Kraft, Davis & Associates, LLC | 0 | $0 | 0.00% | −2,182−100.0% | Sold out |
| US Asset Management LLC | 0 | $0 | 0.00% | −2,294−100.0% | Sold out |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −1,407−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −1,220−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −1,008−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −483−100.0% | Sold out |
| Caldwell Trust Co | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −336−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |