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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, Q4 2025

Institutional positions in Stifel Financial Corp as of Dec 31, 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
630
+89 vs. Q3 2025
Shares held
89.9M
+2.48M (+2.8%) vs. Q3 2025
Total value
$11.3B
+$1.34B (+13.5%) vs. Q3 2025
New holders
129
217 more added
Sold out
40
201 more reduced

11 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 630 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 heldQ4 2025: $11.3B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q3 2025.

Institutions holding SF in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
SBI Securities Co., Ltd.1$1250.00%00.0%Unchanged
DV Trading LLC1$1250.00%+1New
TFC Financial Management1$1260.00%00.0%Unchanged
Curio Wealth, LLC1$1290.00%+1New
Dunhill Financial, LLC2$2260.00%+2New
Rossby Financial, LCC2$2500.00%+2New
Quaker Wealth Management, LLC2$2510.00%+2New
Valued Wealth Advisors LLC2$2570.00%00.0%Unchanged
Trust Co4$5010.00%+4New
Wealth Enhancement Trust Services, Inc.6$7510.00%+6New
AdvisorNet Financial, Inc7$8770.00%00.0%Unchanged
Financial Management Professionals, Inc.7$8770.00%00.0%Unchanged
Bare Financial Services, Inc8$1.00K0.00%00.0%Unchanged
American Capital Advisory, LLC8$1.00K0.00%+7+700.0%Added
Nemes Rush Group LLC8$1.00K0.00%+8New
HFM Investment Advisors, LLC9$1.13K0.00%00.0%Unchanged
Cromwell Holdings LLC10$1.25K0.00%00.0%Unchanged
Kilter Group LLC10$1.25K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC11$1.38K0.00%+4+57.1%Added
Investors Portfolio Services LLC11$1.41K0.00%+11New
Principia Wealth Advisory, LLC12$1.50K0.00%−1−7.7%Reduced
Hughes Financial Services, LLC12$1.50K0.00%00.0%Unchanged
Highline Wealth Partners LLC12$1.50K0.00%00.0%Unchanged
Rialto Wealth Management, LLC12$1.50K0.00%+2+20.0%Added
McGuire Capital Advisors Inc13$1.63K0.00%+13New
ZRC Wealth Management, LLC15$1.88K0.00%00.0%Unchanged
Avion Wealth18$2.00K0.00%+8+80.0%Added
Atlas Capital Advisors LLC16$2.00K0.00%+16New
Glen Eagle Advisors, LLC17$2.07K0.00%+1+6.3%Added
CVA Family Office, LLC17$2.13K0.00%00.0%Unchanged
Golden State Wealth Management, LLC17$2.13K0.00%+17New
SHP Wealth Management17$2.13K0.00%+17New
Albion Financial Group18$2.25K0.00%00.0%Unchanged
ORG Partners LLC19$2.38K0.00%+19New
Addison Advisors LLC19$2.38K0.00%+19New
Ares Financial Consulting, LLC21$2.63K0.00%+21New
DiNuzzo Private Wealth, Inc.23$2.88K0.00%00.0%Unchanged
Manchester Capital Management LLC23$2.88K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC25$3.13K0.00%00.0%Unchanged
Sachetta, LLC26$3.26K0.00%00.0%Unchanged
International Assets Investment Management, LLC26$3.26K0.00%+26New
CoreCap Advisors, LLC27$3.38K0.00%+27New
Prestige Wealth Management Group LLC28$3.51K0.00%00.0%Unchanged
IMA Wealth, Inc.29$3.63K0.00%+29New
Private Trust Co NA30$3.76K0.00%−29−49.2%Reduced
Costello Asset Management, INC30$3.76K0.00%+30New
Signature Equity Partners, LLC30$3.76K0.00%+30New
Capital Advisors, Ltd. LLC32$4.00K0.00%00.0%Unchanged
Optiver Holding B.V.33$4.13K0.00%−147−81.7%Reduced
Plante Moran Financial Advisors, LLC36$4.51K0.00%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.37$4.63K0.00%00.0%Unchanged
Private Wealth Management Group, LLC39$4.88K0.00%00.0%Unchanged
High Note Wealth, LLC39$4.88K0.00%+11+39.3%Added
UMA Financial Services, Inc.41$5.13K0.00%+20+95.2%Added
Webster Bank, N. A.42$5.26K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.42$5.27K0.00%+35+500.0%Added
Flagship Harbor Advisors, LLC46$5.81K0.00%+46New
Cape Investment Advisory, Inc.47$5.88K0.00%00.0%Unchanged
South State Corp.47$5.89K0.00%+37+370.0%Added
Motiv8 Investments LLC51$6.00K0.00%+51New
IFC & Insurance Marketing, Inc.50$6.00K0.01%+50New
Millstone Evans Group, LLC48$6.01K0.00%00.0%Unchanged
Daytona Street Capital LLC48$6.01K0.00%+48New
WealthCollab, LLC51$6.39K0.00%00.0%Unchanged
American National Bank55$6.89K0.00%+55New
Sunbelt Securities, Inc.62$7.76K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC67$8.41K0.01%−10−13.0%Reduced
Basepoint Wealth LLC68$8.57K0.01%+68New
Whittier Trust Co of Nevada Inc67$8.93K0.00%−25−27.2%Reduced
Cornerstone Planning Group LLC74$9.34K0.00%−34−31.5%Reduced
North Star Investment Management Corp.79$9.89K0.00%+25+46.3%Added
Harbour Investments, Inc.82$10.3K0.00%+22+36.7%Added
First Pacific Financial86$10.8K0.00%+21+32.3%Added
Farmers & Merchants Investments Inc92$11.5K0.00%+3+3.4%Added
Frazier Financial Advisors, LLC94$11.8K0.01%00.0%Unchanged
Dogwood Wealth Management LLC97$12.1K0.01%00.0%Unchanged
Boreal Capital Management LLC97$12.1K0.01%00.0%Unchanged
Concord Wealth Partners100$12.5K0.00%+100New
Bell Investment Advisors, Inc106$13.3K0.00%+49+86.0%Added
Oakworth Capital, Inc.124$15.5K0.00%+124New
JFS Wealth Advisors, LLC132$16.5K0.00%+32+32.0%Added
Creative Financial Designs Inc143$17.9K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC144$18.0K0.00%00.0%Unchanged
WPG Advisers, LLC147$18.4K0.01%+9+6.5%Added
Central Trust Co149$18.7K0.00%00.0%Unchanged
Fortitude Family Office, LLC162$20.3K0.00%−1−0.6%Reduced
Bayforest Capital Ltd173$21.7K0.02%+173New
V-Square Quantitative Management LLC181$22.7K0.00%+181New
Salomon & Ludwin, LLC173$23.0K0.00%00.0%Unchanged
MidFirst Bank187$23.4K0.00%+187New
Elyxium Wealth, LLC188$23.5K0.01%+188New
Pinnacle Wealth Planning Services, Inc.211$26.4K0.00%+211New
Osterweis Capital Management Inc212$26.5K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC223$27.9K0.01%+223New
Activest Wealth Management242$30.3K0.01%+240+12,000.0%Added
Keating Financial Advisory Services, Inc.244$30.6K0.00%+244New
NBC Securities, Inc.263$32.9K0.00%−47−15.2%Reduced
Caitong International Asset Management Co., Ltd273$34.2K0.01%+273New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.277$35.5K0.00%00.0%Unchanged
Jones Financial Companies LLLP287$36.0K0.00%+38+15.3%Added