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 |
|---|---|---|---|---|---|
| Caerus Investment Advisors, LLC | 5,338 | $668.4K | 0.22% | +5,338 | New |
| Studio Investment Management LLC | 5,349 | $669.8K | 0.12% | −148−2.7% | Reduced |
| Resources Investment Advisors, LLC. | 5,397 | $675.9K | 0.01% | −378−6.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,411 | $677.6K | 0.00% | −1,447−21.1% | Reduced |
| Venturi Wealth Management, LLC | 5,421 | $678.8K | 0.03% | +524+10.7% | Added |
| Fiduciary Trust Co | 5,472 | $685.2K | 0.01% | −143−2.5% | Reduced |
| Syon Capital LLC | 5,696 | $713.3K | 0.04% | +1,553+37.5% | Added |
| First National Advisers, LLC | 5,763 | $721.6K | 0.10% | −958−14.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 5,474 | $727.4K | 0.02% | +5,474 | New |
| Quadrant Capital Group LLC | 5,812 | $727.8K | 0.02% | +1,601+38.0% | Added |
| Sterling Capital Management LLC | 5,860 | $733.8K | 0.01% | −317−5.1% | Reduced |
| Haven Private, LLC | 6,020 | $753.8K | 0.33% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 6,028 | $754.8K | 0.15% | +6,028 | New |
| Snowden Capital Advisors LLC | 6,061 | $759.0K | 0.02% | −534−8.1% | Reduced |
| Numerai GP LLC | 6,104 | $764.3K | 0.09% | −11,688−65.7% | Reduced |
| Ensign Peak Advisors, Inc | 6,106 | $764.6K | 0.00% | −11,900−66.1% | Reduced |
| National Asset Management, Inc. | 6,242 | $781.6K | 0.04% | −424−6.4% | Reduced |
| J.M. Arbour, LLC | 6,332 | $792.9K | 0.79% | +6,332 | New |
| Edmp, Inc. | 6,490 | $812.7K | 0.67% | +153+2.4% | Added |
| M&T Bank Corp | 6,631 | $829.9K | 0.00% | +4,262+179.9% | Added |
| Versor Investments LP | 6,677 | $836.1K | 0.13% | +658+10.9% | Added |
| Caxton Associates LLP | 6,782 | $849.2K | 0.02% | +970+16.7% | Added |
| Ethic Inc. | 6,910 | $865.3K | 0.01% | −383−5.3% | Reduced |
| Polar Asset Management Partners Inc. | 6,939 | $868.9K | 0.02% | −58,023−89.3% | Reduced |
| GAMMA Investing LLC | 7,011 | $877.9K | 0.04% | +936+15.4% | Added |
| Essential Partners LLC | 7,086 | $887.3K | 0.27% | +1,102+18.4% | Added |
| Squarepoint Ops LLC | 7,097 | $888.7K | 0.00% | +7,097 | New |
| Swiss Life Asset Management Ltd | 7,178 | $898.8K | 0.00% | +2,501+53.5% | Added |
| Securian Asset Management, Inc | 7,421 | $929.3K | 0.04% | −231−3.0% | Reduced |
| Cornerstone Investment Partners, LLC | 7,579 | $949.0K | 0.04% | +708+10.3% | Added |
| Krilogy Financial LLC | 7,417 | $955.5K | 0.03% | +2,564+52.8% | Added |
| Virtu Financial LLC | 7,707 | $965.0K | 0.04% | +7,707 | New |
| Concurrent Investment Advisors, LLC | 7,774 | $973.5K | 0.01% | +265+3.5% | Added |
| Crossmark Global Holdings, Inc. | 7,811 | $978.2K | 0.01% | +140+1.8% | Added |
| Pinnacle Financial Partners, Inc. | 7,851 | $983.1K | 0.01% | +7,851 | New |
| Aquatic Capital Management LLC | 7,861 | $984.4K | 0.03% | −26,034−76.8% | Reduced |
| Polymer Capital Management (US) LLC | 7,947 | $995.1K | 0.13% | +7,947 | New |
| Hancock Whitney Corp | 8,021 | $1.00M | 0.02% | +81+1.0% | Added |
| Private Advisor Group, LLC | 8,027 | $1.01M | 0.00% | +1,678+26.4% | Added |
| Northwest & Ethical Investments L.P. | 8,003 | $1.02M | 0.02% | +723+9.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,196 | $1.02M | 0.01% | +2,796+37.8% | Added |
| Federated Hermes, Inc. | 8,188 | $1.03M | 0.00% | −29,688−78.4% | Reduced |
| Bridgefront Capital, LLC | 8,334 | $1.04M | 0.26% | +8,334 | New |
| Public Employees Retirement Association of Colorado | 8,454 | $1.06M | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 8,560 | $1.07M | 0.00% | +2,380+38.5% | Added |
| Toronto Dominion Bank | 8,701 | $1.09M | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 9,000 | $1.13M | 0.01% | −3,200−26.2% | Reduced |
| United Capital Financial Advisers, LLC | 9,127 | $1.14M | 0.01% | −529−5.5% | Reduced |
| Plancorp, LLC | 9,194 | $1.15M | 0.03% | −11−0.1% | Reduced |
| Xponance, Inc. | 9,303 | $1.16M | 0.01% | −1,977−17.5% | Reduced |
| HighTower Advisors, LLC | 9,307 | $1.17M | 0.00% | −7,389−44.3% | Reduced |
| Integrated Quantitative Investments LLC | 9,346 | $1.17M | 0.25% | +9,346 | New |
| Pallas Capital Advisors LLC | 9,356 | $1.17M | 0.04% | +2,276+32.1% | Added |
| Vestcor Inc | 9,374 | $1.17M | 0.03% | 00.0% | Unchanged |
| AMG National Trust Bank | 9,441 | $1.18M | 0.03% | +228+2.5% | Added |
| Buckingham Strategic Partners | 9,584 | $1.20M | 0.01% | +3,766+64.7% | Added |
| Sanctuary Advisors, LLC | 9,585 | $1.20M | 0.01% | +1,663+21.0% | Added |
| Twin Capital Management Inc | 9,630 | $1.21M | 0.15% | −9−0.1% | Reduced |
| Merit Financial Group, LLC | 9,638 | $1.21M | 0.01% | +3,240+50.6% | Added |
| Quantbot Technologies LP | 9,741 | $1.22M | 0.04% | +3,557+57.5% | Added |
| WBI Investments | 9,978 | $1.25M | 0.33% | +4,903+96.6% | Added |
| Rockefeller Capital Management L.P. | 9,996 | $1.25M | 0.00% | +1,836+22.5% | Added |
| JBF Capital, Inc. | 10,000 | $1.25M | 0.18% | 00.0% | Unchanged |
| Bank of New Hampshire | 10,010 | $1.25M | 0.28% | +157+1.6% | Added |
| PDT Partners, LLC | 10,300 | $1.29M | 0.08% | +10,300 | New |
| Tributary Capital Management, LLC | 10,372 | $1.30M | 0.13% | −1,392−11.8% | Reduced |
| GWM Advisors LLC | 10,432 | $1.31M | 0.00% | +1,904+22.3% | Added |
| Riverwater Partners LLC | 10,482 | $1.31M | 0.51% | +1,806+20.8% | Added |
| Lecap Asset Management Ltd | 11,015 | $1.38M | 0.55% | +8,796+396.4% | Added |
| Persistent Asset Partners Ltd | 11,227 | $1.41M | 0.68% | +1,228+12.3% | Added |
| Summit Trail Advisors, LLC | 11,896 | $1.49M | 0.03% | +1,054+9.7% | Added |
| Coldstream Capital Management Inc | 11,945 | $1.50M | 0.02% | +194+1.7% | Added |
| Gator Capital Management, LLC | 12,000 | $1.50M | 0.31% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 11,917 | $1.51M | 0.02% | +249+2.1% | Added |
| Pacer Advisors, Inc. | 12,182 | $1.53M | 0.00% | −1,428−10.5% | Reduced |
| Delphi Management Inc | 12,494 | $1.56M | 1.52% | −321−2.5% | Reduced |
| Mackenzie Financial Corp | 12,559 | $1.59M | 0.00% | +12,559 | New |
| Sequoia Financial Advisors, LLC | 12,727 | $1.59M | 0.01% | +4,246+50.1% | Added |
| Tanaka Capital Management Inc | 12,728 | $1.59M | 2.91% | −75−0.6% | Reduced |
| QRG Capital Management, Inc. | 13,358 | $1.67M | 0.02% | +1,596+13.6% | Added |
| Inceptionr LLC | 13,420 | $1.68M | 0.47% | +13,420 | New |
| Fifth Third Bancorp | 13,951 | $1.75M | 0.01% | −4,815−25.7% | Reduced |
| Two Sigma Investments, LP | 14,477 | $1.81M | 0.00% | +14,477 | New |
| Atria Investments LLC | 14,574 | $1.82M | 0.02% | −1,475−9.2% | Reduced |
| Zurich Insurance Group Ltd | 14,700 | $1.84M | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 14,718 | $1.84M | 0.01% | +8,290+129.0% | Added |
| Quantum Private Wealth, LLC | 14,901 | $1.87M | 0.54% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 14,911 | $1.87M | 0.00% | +856+6.1% | Added |
| CI Private Wealth, LLC | 15,116 | $1.89M | 0.00% | +3,953+35.4% | Added |
| Commerce Bank | 15,418 | $1.93M | 0.01% | −1,182−7.1% | Reduced |
| Neuberger Berman Group LLC | 15,594 | $1.95M | 0.00% | +1,513+10.7% | Added |
| T. Rowe Price Investment Management, Inc. | 15,711 | $1.97M | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 15,826 | $1.98M | 0.02% | −11,742−42.6% | Reduced |
| Prudential Financial Inc | 16,030 | $2.03M | 0.00% | +5,350+50.1% | Added |
| Quest Partners LLC | 16,259 | $2.04M | 0.11% | +8,413+107.2% | Added |
| Kovitz Investment Group Partners, LLC | 16,528 | $2.07M | 0.05% | −3,119−15.9% | Reduced |
| Brown Advisory Inc | 16,786 | $2.10M | 0.00% | +620+3.8% | Added |
| JustInvest LLC | 16,839 | $2.11M | 0.02% | +478+2.9% | Added |
| Harbor Capital Advisors, Inc. | 16,857 | $2.11M | 0.16% | +660+4.1% | Added |
| Magnetar Financial LLC | 17,190 | $2.15M | 0.02% | +12,871+298.0% | Added |