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, 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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JTC Employer Solutions Trusteee Ltd | 321 | $40.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 328 | $41.1K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 355 | $44.5K | 0.03% | +355 | New |
| Wellington Grp LLC | 363 | $45.5K | 0.02% | +363 | New |
| Huntington National Bank | 400 | $50.1K | 0.00% | −44−9.9% | Reduced |
| Root Financial Partners, LLC | 400 | $50.1K | 0.00% | +74+22.7% | Added |
| Cullen/Frost Bankers, Inc. | 400 | $50.1K | 0.00% | +400 | New |
| Park Place Capital Corp | 439 | $55.0K | 0.01% | −36−7.6% | Reduced |
| Pinnacle Holdings, LLC | 454 | $56.9K | 0.02% | +170+59.9% | Added |
| Massmutual Trust Co FSB | 466 | $58.4K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 470 | $58.9K | 0.02% | +288+158.2% | Added |
| SJS Investment Consulting Inc. | 524 | $65.6K | 0.01% | +226+75.8% | Added |
| National Bank of Canada | 531 | $66.5K | 0.00% | +31+6.2% | Added |
| Montag A & Associates Inc | 585 | $73.3K | 0.00% | −37−5.9% | Reduced |
| Quent Capital, LLC | 586 | $73.4K | 0.01% | +121+26.0% | Added |
| Covestor Ltd | 590 | $74.0K | 0.04% | +50+9.3% | Added |
| Measured Wealth Private Client Group, LLC | 637 | $79.8K | 0.02% | −606−48.8% | Reduced |
| Bruce G. Allen Investments, LLC | 693 | $86.8K | 0.06% | −37−5.1% | Reduced |
| SRS Capital Advisors, Inc. | 700 | $87.7K | 0.00% | −25,390−97.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 727 | $91.0K | 0.04% | −2,005−73.4% | Reduced |
| Smartleaf Asset Management LLC | 772 | $98.0K | 0.00% | −85−9.9% | Reduced |
| Brown Brothers Harriman & Co | 811 | $101.6K | 0.00% | +106+15.0% | Added |
| MAI Capital Management | 825 | $103.3K | 0.00% | +602+270.0% | Added |
| Bessemer Group Inc | 890 | $112.0K | 0.00% | +193+27.7% | Added |
| Quarry LP | 917 | $114.8K | 0.02% | +917 | New |
| SageView Advisory Group, LLC | 941 | $117.9K | 0.00% | +941 | New |
| Kemnay Advisory Services Inc. | 1,015 | $127.1K | 0.02% | +1,015 | New |
| DekaBank Deutsche Girozentrale | 1,489 | $131.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,116 | $139.7K | 0.02% | −302−21.3% | Reduced |
| TD Private Client Wealth LLC | 1,208 | $151.3K | 0.00% | +2+0.2% | Added |
| Financial Consulate, Inc | 1,243 | $155.6K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,286 | $161.0K | 0.00% | +8+0.6% | Added |
| Walleye Trading LLC | 1,317 | $164.9K | 0.00% | +1,317 | New |
| Versant Capital Management, Inc | 1,320 | $165.3K | 0.02% | +241+22.3% | Added |
| Hilltop National Bank | 1,341 | $167.9K | 0.04% | −165−11.0% | Reduced |
| Hantz Financial Services, Inc. | 1,474 | $185.0K | 0.00% | +772+110.0% | Added |
| Global Retirement Partners, LLC | 1,507 | $188.7K | 0.00% | +1,041+223.4% | Added |
| Danske Bank A/S | 1,600 | $200.4K | 0.00% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 1,606 | $201.1K | 0.03% | +1,606 | New |
| Financial & Tax Architects, LLC | 1,614 | $202.1K | 0.05% | +1,614 | New |
| GenTrust, LLC | 1,624 | $203.4K | 0.01% | +1,624 | New |
| US Asset Management LLC | 1,629 | $204.0K | 0.17% | +1,629 | New |
| Next Level Private LLC | 1,630 | $204.1K | 0.05% | +1,630 | New |
| Lido Advisors, LLC | 1,770 | $204.7K | 0.00% | +1,770 | New |
| Hamilton Capital Partners Inc. | 1,639 | $205.2K | 0.01% | −147−8.2% | Reduced |
| Keystone Financial Services | 1,662 | $208.1K | 0.06% | +1,662 | New |
| TT International Asset Management LTD | 1,683 | $210.0K | 0.04% | −20,781−92.5% | Reduced |
| Johnson Financial Group, Inc. | 1,687 | $211.2K | 0.01% | −642−27.6% | Reduced |
| Umb Bank N A | 1,689 | $211.5K | 0.00% | +53+3.2% | Added |
| Sagespring Wealth Partners, LLC | 1,704 | $213.4K | 0.00% | +1,704 | New |
| Rafferty Asset Management, LLC | 1,711 | $214.3K | 0.00% | −54−3.1% | Reduced |
| EP Wealth Advisors, LLC | 1,717 | $215.1K | 0.00% | +1,717 | New |
| Keeler & Nadler Financial Planning & Wealth Management | 1,721 | $215.5K | 0.07% | +1,721 | New |
| First Bank & Trust | 1,732 | $216.9K | 0.04% | +1,732 | New |
| Signaturefd, LLC | 1,732 | $216.9K | 0.00% | +337+24.2% | Added |
| Jump Financial, LLC | 1,750 | $219.1K | 0.00% | +1,750 | New |
| Vise Technologies, Inc. | 1,751 | $219.3K | 0.00% | +1,751 | New |
| Torren Management, LLC | 1,758 | $220.1K | 0.11% | +1,758 | New |
| Sage Rhino Capital LLC | 1,759 | $220.3K | 0.04% | +1,759 | New |
| BTG Pactual Asset Management US LLC | 1,776 | $222.4K | 0.02% | +1,776 | New |
| Sentinus, LLC | 1,780 | $222.9K | 0.02% | +1,780 | New |
| Savvy Advisors, Inc. | 1,790 | $224.2K | 0.01% | +1,790 | New |
| Leo Wealth, LLC | 1,818 | $227.7K | 0.02% | +1,818 | New |
| Sapient Capital LLC | 1,861 | $236.2K | 0.00% | +1,861 | New |
| PCM Encore, LLC | 1,892 | $236.9K | 0.05% | +1,892 | New |
| QTR Family Wealth, LLC | 1,890 | $237.3K | 0.10% | +1,890 | New |
| Trueblood Wealth Management, LLC | 1,900 | $237.9K | 0.09% | −100−5.0% | Reduced |
| NewEdge Wealth, LLC | 1,900 | $237.9K | 0.00% | +1,900 | New |
| Principal Securities, Inc. | 1,926 | $241.1K | 0.00% | +124+6.9% | Added |
| Gateway Investment Advisers LLC | 1,977 | $247.6K | 0.00% | +1,977 | New |
| 111 Capital | 2,037 | $255.1K | 0.06% | −4,418−68.4% | Reduced |
| Winebrenner Capital Management LLC | 2,040 | $255.4K | 0.17% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 2,050 | $256.7K | 0.16% | 00.0% | Unchanged |
| waypoint wealth counsel | 2,079 | $260.3K | 0.10% | +143+7.4% | Added |
| Evelyn Partners Investment Management Services Ltd | 2,080 | $260.5K | 0.03% | 00.0% | Unchanged |
| Intellus Advisors LLC | 2,092 | $262.0K | 0.03% | +2,092 | New |
| Hilltop Holdings Inc. | 2,110 | $264.2K | 0.02% | −143−6.3% | Reduced |
| Moody Aldrich Partners LLC | 2,110 | $264.2K | 0.05% | −6−0.3% | Reduced |
| Evoke Wealth, LLC | 2,134 | $267.2K | 0.01% | +2,134 | New |
| Transcend Wealth Collective, LLC | 2,143 | $268.3K | 0.02% | +2,143 | New |
| Anb Bank | 2,179 | $272.9K | 0.11% | +2,179 | New |
| Profund Advisors LLC | 2,180 | $273.0K | 0.01% | −176−7.5% | Reduced |
| Princeton Capital Management LLC | 2,200 | $275.5K | 0.07% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,203 | $275.9K | 0.00% | +1,935+722.0% | Added |
| Beese Fulmer Investment Management, Inc. | 2,216 | $277.5K | 0.02% | +2,216 | New |
| Pinnacle Associates Ltd | 2,224 | $278.5K | 0.00% | +2,224 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,224 | $278.5K | 0.02% | +2,224 | New |
| Everence Capital Management Inc | 2,230 | $279.0K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,247 | $281.4K | 0.00% | +55+2.5% | Added |
| Country Trust Bank | 2,250 | $281.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,256 | $282.5K | 0.00% | −101−4.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,311 | $292.0K | 0.00% | +1,312+131.3% | Added |
| Jackson Thornton Asset Management, LLC | 2,192 | $292.0K | 0.03% | +2,192 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,337 | $292.6K | 0.01% | −37−1.6% | Reduced |
| Serenity Investment Advisors | 2,256 | $293.4K | 0.17% | +2,256 | New |
| EverSource Wealth Advisors, LLC | 2,351 | $294.4K | 0.01% | +1,238+111.2% | Added |
| Meritage Portfolio Management | 2,379 | $297.9K | 0.02% | −2,758−53.7% | Reduced |
| Kestra Advisory Services, LLC | 2,379 | $297.9K | 0.00% | −113−4.5% | Reduced |
| Icon Wealth Advisors, LLC | 2,439 | $305.5K | 0.02% | −4−0.2% | Reduced |
| Formidable Asset Management, LLC | 2,700 | $306.4K | 0.04% | 00.0% | Unchanged |