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 |
|---|---|---|---|---|---|
| Smith, Moore & Co. | 2,499 | $312.9K | 0.02% | −209−7.7% | Reduced |
| Midwest Trust Co | 2,520 | $315.6K | 0.00% | −125−4.7% | Reduced |
| Allworth Financial LP | 2,531 | $316.9K | 0.00% | +1,449+133.9% | Added |
| First Commonwealth Financial Corp | 2,564 | $321.1K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,570 | $321.9K | 0.00% | +626+32.2% | Added |
| Skopos Labs, Inc. | 2,533 | $323.3K | 0.01% | +2,533 | New |
| Peapack Gladstone Financial Corp | 2,621 | $328.0K | 0.00% | −21−0.8% | Reduced |
| Vident Advisory, LLC | 2,631 | $329.5K | 0.00% | −410−13.5% | Reduced |
| Greenleaf Trust | 2,642 | $330.8K | 0.00% | +51+2.0% | Added |
| Sage Mountain Advisors LLC | 2,659 | $332.9K | 0.02% | −35−1.3% | Reduced |
| Kestra Private Wealth Services, LLC | 2,665 | $333.6K | 0.00% | −98−3.5% | Reduced |
| ETF Store, Inc. | 2,672 | $334.6K | 0.34% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,707 | $339.0K | 0.02% | −39−1.4% | Reduced |
| CIBC Private Wealth Group, LLC | 2,721 | $340.7K | 0.00% | +337+14.1% | Added |
| Susquehanna International Group, LLP | 2,725 | $341.2K | 0.00% | −6,801−71.4% | Reduced |
| Farther Finance Advisors, LLC | 2,768 | $346.6K | 0.00% | +2,079+301.7% | Added |
| Stephens Inc | 2,795 | $350.0K | 0.00% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 2,826 | $353.9K | 0.02% | +2,826 | New |
| Atomi Financial Group, Inc. | 2,856 | $357.6K | 0.01% | +408+16.7% | Added |
| Parcion Private Wealth LLC | 2,860 | $358.1K | 0.02% | +2,860 | New |
| Ronald Blue Trust, Inc. | 2,869 | $359.3K | 0.00% | −26−0.9% | Reduced |
| Kera Capital Partners, Inc. | 2,918 | $359.8K | 0.04% | +2,918 | New |
| Legacy Capital Wealth Partners, LLC | 2,877 | $360.3K | 0.08% | −384−11.8% | Reduced |
| Exchange Traded Concepts, LLC | 2,884 | $361.1K | 0.00% | +2,884 | New |
| IFP Advisors, Inc | 2,912 | $364.6K | 0.01% | +296+11.3% | Added |
| Avise Financial Cooperative, Inc. | 2,973 | $372.3K | 0.34% | +2,973 | New |
| Impact Capital Partners LLC | 3,001 | $375.8K | 0.11% | +3,001 | New |
| Busey Wealth Management | 3,006 | $376.4K | 0.01% | 00.0% | Unchanged |
| HCR Wealth Advisors | 3,036 | $380.2K | 0.04% | −2−0.1% | Reduced |
| Roberts Glore & Co Inc | 3,040 | $380.7K | 0.10% | −235−7.2% | Reduced |
| Drive Wealth Management, LLC | 3,068 | $384.1K | 0.07% | +980+46.9% | Added |
| KBC Group NV | 3,093 | $387.0K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 3,080 | $388.1K | 0.00% | +3,080 | New |
| Essex Financial Services, Inc. | 3,108 | $389.2K | 0.02% | +575+22.7% | Added |
| Prelude Capital Management, LLC | 3,131 | $392.1K | 0.03% | +320+11.4% | Added |
| Capstone Investment Advisors, LLC | 3,134 | $392.4K | 0.00% | +3,134 | New |
| Fulton Bank, N.A. | 3,152 | $394.7K | 0.01% | −312−9.0% | Reduced |
| HighPoint Advisor Group LLC | 3,152 | $394.7K | 0.01% | −8−0.3% | Reduced |
| Integrated Investment Consultants, LLC | 3,187 | $399.1K | 0.08% | −10.0% | Reduced |
| Parallel Advisors, LLC | 3,209 | $401.8K | 0.01% | +219+7.3% | Added |
| Ritholtz Wealth Management | 3,213 | $402.3K | 0.01% | +710+28.4% | Added |
| Intrust Bank NA | 3,228 | $404.2K | 0.03% | +167+5.5% | Added |
| Rothschild Investment LLC | 3,243 | $406.1K | 0.02% | +1,659+104.7% | Added |
| CIBC Asset Management Inc | 3,255 | $407.6K | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 3,273 | $409.8K | 0.04% | +3,273 | New |
| Advisor Group Holdings, Inc. | 3,275 | $410.2K | 0.00% | −1,895−36.7% | Reduced |
| Sowell Financial Services LLC | 3,289 | $411.8K | 0.02% | −110−3.2% | Reduced |
| Journey Strategic Wealth LLC | 3,300 | $413.2K | 0.01% | +349+11.8% | Added |
| Axq Capital, LP | 3,321 | $415.9K | 0.09% | −328−9.0% | Reduced |
| Forum Financial Management, LP | 3,387 | $424.1K | 0.01% | +3+0.1% | Added |
| Aaron Wealth Advisors | 3,406 | $426.5K | 0.02% | +703+26.0% | Added |
| Intech Investment Management LLC | 3,410 | $427.0K | 0.00% | +3,410 | New |
| First Fiduciary Investment Counsel, Inc. | 3,450 | $432.0K | 0.08% | 00.0% | Unchanged |
| Shelton Capital Management | 3,457 | $432.9K | 0.01% | −218−5.9% | Reduced |
| ISAM Funds (UK) Ltd | 3,467 | $434.1K | 0.16% | −7,956−69.6% | Reduced |
| Nisa Investment Advisors, LLC | 3,485 | $436.4K | 0.00% | 00.0% | Unchanged |
| North Dakota State Investment Board | 3,532 | $442.3K | 0.02% | +3,532 | New |
| Parkside Financial Bank & Trust | 3,533 | $442.5K | 0.03% | +27+0.8% | Added |
| Fifth Third Wealth Advisors LLC | 3,552 | $444.8K | 0.02% | −22−0.6% | Reduced |
| Larson Financial Group LLC | 3,557 | $445.4K | 0.01% | −932−20.8% | Reduced |
| EntryPoint Capital, LLC | 3,631 | $454.7K | 0.18% | +3,631 | New |
| Martingale Asset Management L P | 3,658 | $458.1K | 0.01% | −806−18.1% | Reduced |
| Old National Bancorp | 3,679 | $460.7K | 0.01% | +1,338+57.2% | Added |
| AlphaGrep UK Ltd | 3,693 | $462.4K | 0.15% | +3,693 | New |
| TD Asset Management Inc | 3,712 | $464.8K | 0.00% | +3,712 | New |
| Machina Capital S.A.S. | 3,726 | $466.6K | 0.09% | −5,962−61.5% | Reduced |
| CAPROCK Group, Inc. | 3,792 | $474.8K | 0.01% | +3,792 | New |
| Dundas Partners LLP | 3,799 | $475.7K | 0.03% | +445+13.3% | Added |
| Clark Capital Management Group, Inc. | 3,851 | $482.2K | 0.00% | +209+5.7% | Added |
| Covenant Partners, LLC | 3,872 | $484.9K | 0.14% | 00.0% | Unchanged |
| Cynosure Management, LLC | 3,941 | $493.5K | 0.05% | +3,941 | New |
| R Squared Ltd | 3,955 | $495.2K | 0.23% | −1,544−28.1% | Reduced |
| Caitlin John, LLC | 4,003 | $501.3K | 0.33% | +4,003 | New |
| Keybank National Association | 4,038 | $505.6K | 0.00% | +72+1.8% | Added |
| ProShare Advisors LLC | 4,083 | $511.3K | 0.00% | −262−6.0% | Reduced |
| Warren Averett Asset Management, LLC | 4,163 | $521.3K | 0.00% | +1,763+73.5% | Added |
| Detalus Advisors, LLC | 4,200 | $525.9K | 0.13% | −200−4.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,200 | $526.0K | 0.00% | +313+8.1% | Added |
| Stratos Wealth Partners, LTD. | 4,360 | $546.1K | 0.01% | −76−1.7% | Reduced |
| Whitener Capital Management, Inc. | 4,375 | $547.8K | 0.12% | +25+0.6% | Added |
| Evergreen Capital Management LLC | 4,385 | $549.1K | 0.01% | +1,001+29.6% | Added |
| Campbell & CO Investment Adviser LLC | 4,470 | $559.7K | 0.03% | −4,312−49.1% | Reduced |
| Meeder Advisory Services, Inc. | 4,547 | $569.4K | 0.02% | −8−0.2% | Reduced |
| Maryland State Retirement & Pension System | 4,639 | $580.9K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 4,645 | $581.7K | 0.01% | +2,057+79.5% | Added |
| Callan Family Office, LLC | 4,656 | $583.1K | 0.01% | +4,656 | New |
| Aviva PLC | 4,708 | $589.5K | 0.00% | +4,708 | New |
| Ci Investments Inc. | 4,804 | $601.6K | 0.00% | +1,106+29.9% | Added |
| Trust Point Inc. | 4,828 | $604.6K | 0.05% | −257−5.1% | Reduced |
| Blair William & Co | 4,833 | $605.2K | 0.00% | +162+3.5% | Added |
| Chicago Partners Investment Group LLC | 4,733 | $607.2K | 0.01% | +2,775+141.7% | Added |
| Connable Office Inc | 4,869 | $609.7K | 0.06% | −532−9.9% | Reduced |
| HB Wealth Management, LLC | 4,873 | $610.2K | 0.00% | +1,964+67.5% | Added |
| Yorktown Management & Research Co Inc | 4,900 | $613.6K | 0.49% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,943 | $618.9K | 0.01% | +721+17.1% | Added |
| Tower Research Capital LLC (TRC) | 5,142 | $643.9K | 0.02% | +1,102+27.3% | Added |
| Rehmann Capital Advisory Group | 5,202 | $653.1K | 0.03% | +148+2.9% | Added |
| Baird Financial Group, Inc. | 5,280 | $661.2K | 0.00% | +401+8.2% | Added |
| Utah Retirement Systems | 5,300 | $663.7K | 0.01% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 5,332 | $667.7K | 0.10% | 00.0% | Unchanged |