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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
Alyeska Investment Group, L.P.666,059$83.4M0.24%−402,715−37.7%Reduced
Balyasny Asset Management LLC670,926$84.0M0.16%+388,190+137.3%Added
Principal Financial Group Inc723,921$90.6M0.05%−12,105−1.6%Reduced
Channing Capital Management, LLC728,906$91.3M2.35%−37,681−4.9%Reduced
Fiera Capital Corp804,609$100.8M0.32%+199,983+33.1%Added
Charles Schwab Investment Management Inc841,751$105.4M0.02%−1,622−0.2%Reduced
GW&K Investment Management, LLC897,401$112.4M0.97%−43,479−4.6%Reduced
Goldman Sachs Group Inc935,945$117.2M0.02%+282,337+43.2%Added
Bank of New York Mellon Corp972,611$121.8M0.02%+39,382+4.2%Added
Nomura Asset Management International Inc.973,828$121.9M0.18%+973,828New
Northern Trust Corp1,002,096$125.5M0.02%−86,323−7.9%Reduced
Bank of America Corp1,182,064$148.0M0.01%+49,750+4.4%Added
Fisher Asset Management, LLC1,198,035$150.0M0.05%−46,066−3.7%Reduced
Marshall Wace, LLP1,284,806$160.9M0.15%+433,341+50.9%Added
Norges Bank1,377,145$172.4M0.02%+1,377,145New
Morgan Stanley1,405,203$176.0M0.01%−845−0.1%Reduced
Invesco Ltd.1,428,245$178.8M0.02%+64,963+4.8%Added
Dimensional Fund Advisors LP1,725,806$216.1M0.05%+99,485+6.1%Added
Geode Capital Management, LLC1,844,635$231.0M0.01%+17,008+0.9%Added
Alliancebernstein L.P.2,122,767$265.8M0.08%+82,558+4.0%Added
Capital Research Global Investors2,208,488$276.5M0.05%−3,505−0.2%Reduced
Stifel Financial Corp2,285,365$286.2M0.26%−47,807−2.0%Reduced
Boston Partners2,323,261$290.9M0.30%−48,619−2.0%Reduced
Earnest Partners LLC2,537,976$317.8M1.36%−287,988−10.2%Reduced
AQR Capital Management LLC2,893,850$362.4M0.19%+1,408,347+94.8%Added
State Street Corp3,063,478$383.6M0.01%−84,561−2.7%Reduced
Wellington Management Group LLP3,329,018$416.9M0.07%−122,769−3.6%Reduced
FMR LLC5,517,582$690.9M0.04%−346,460−5.9%Reduced
BlackRock, Inc.9,334,805$1.17B0.02%−37,558−0.4%Reduced
Vanguard Group Inc9,590,884$1.20B0.02%−405,997−4.1%Reduced
Macquarie Group Ltd0$00.00%−1,067,154−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−246,882−100.0%Sold out
Citadel Advisors LLC0$00.00%−222,483−100.0%Sold out
DRW Securities, LLC0$00.00%−21,458−100.0%Sold out
First Financial Bankshares Inc0$00.00%−18,355−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−11,769−100.0%Sold out
Ossiam0$00.00%−9,811−100.0%Sold out
CWM Advisors, LLC0$00.00%−9,230−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−7,561−100.0%Sold out
NorthRock Partners, LLC0$00.00%−6,819−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−6,200−100.0%Sold out
NJ State Employees Deferred Compensation Plan0$00.00%−6,000−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−5,400−100.0%Sold out
Pitcairn Co0$00.00%−4,890−100.0%Sold out
Aigen Investment Management, LP0$00.00%−4,614−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−4,323−100.0%Sold out
Renaissance Technologies LLC0$00.00%−4,115−100.0%Sold out
Beirne Wealth Consulting Services, LLC0$00.00%−3,083−100.0%Sold out
Mosaic Family Wealth Partners, LLC0$00.00%−3,042−100.0%Sold out
Freestone Capital Holdings, LLC0$00.00%−3,001−100.0%Sold out
Brighton Jones LLC0$00.00%−2,738−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−2,633−100.0%Sold out
Keebeck Alpha, LP0$00.00%−2,494−100.0%Sold out
Sciencast Management LP0$00.00%−1,904−100.0%Sold out
Dorsey & Whitney Trust CO LLC0$00.00%−1,834−100.0%Sold out
Mather Group, LLC.0$00.00%−767−100.0%Sold out
BI Asset Management Fondsmaeglerselskab A/S0$00.00%−723−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−646−100.0%Sold out
Bokf, NA0$00.00%−449−100.0%Sold out
IAG Wealth Partners, LLC0$00.00%−348−100.0%Sold out
Alpine Bank Wealth Management0$00.00%−284−100.0%Sold out
Advisory Services Network, LLC0$00.00%−254−100.0%Sold out
Rise Advisors, LLC0$00.00%−207−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−150−100.0%Sold out
JPL Wealth Management, LLC0$00.00%−140−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−27−100.0%Sold out
J.Safra Asset Management Corp0$00.00%−26−100.0%Sold out
Spire Wealth Management0$00.00%−15−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−7−100.0%Sold out
Palisade Asset Management, LLC0$00.00%−3−100.0%Sold out
Glenmede Investment Management, LP––––Not filed
Cubist Systematic Strategies, LLC––––Not filed
AXA Investment Managers S.A.––––Not filed
EFG Asset Management (North America) Corp.––––Not filed
Point72 Hong Kong Ltd––––Not filed
Point72 (DIFC) Ltd––––Not filed
Synovus Financial Corp––––Not filed
Shell Asset Management Co––––Not filed
Point72 Asia (Singapore) Pte. Ltd.––––Not filed
Hemington Wealth Management––––Not filed
Guerra Advisors Inc––––Not filed