Skip to main content

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
Cornerstone Investment Partners, LLC7,579$949.0K0.04%+708+10.3%Added
Securian Asset Management, Inc7,421$929.3K0.04%−231−3.0%Reduced
Swiss Life Asset Management Ltd7,178$898.8K0.00%+2,501+53.5%Added
Squarepoint Ops LLC7,097$888.7K0.00%+7,097New
Essential Partners LLC7,086$887.3K0.27%+1,102+18.4%Added
GAMMA Investing LLC7,011$877.9K0.04%+936+15.4%Added
Polar Asset Management Partners Inc.6,939$868.9K0.02%−58,023−89.3%Reduced
Ethic Inc.6,910$865.3K0.01%−383−5.3%Reduced
Caxton Associates LLP6,782$849.2K0.02%+970+16.7%Added
Versor Investments LP6,677$836.1K0.13%+658+10.9%Added
M&T Bank Corp6,631$829.9K0.00%+4,262+179.9%Added
Edmp, Inc.6,490$812.7K0.67%+153+2.4%Added
J.M. Arbour, LLC6,332$792.9K0.79%+6,332New
National Asset Management, Inc.6,242$781.6K0.04%−424−6.4%Reduced
Ensign Peak Advisors, Inc6,106$764.6K0.00%−11,900−66.1%Reduced
Numerai GP LLC6,104$764.3K0.09%−11,688−65.7%Reduced
Snowden Capital Advisors LLC6,061$759.0K0.02%−534−8.1%Reduced
Sivia Capital Partners, LLC6,028$754.8K0.15%+6,028New
Haven Private, LLC6,020$753.8K0.33%00.0%Unchanged
Sterling Capital Management LLC5,860$733.8K0.01%−317−5.1%Reduced
Quadrant Capital Group LLC5,812$727.8K0.02%+1,601+38.0%Added
NorthCrest Asset Manangement, LLC5,474$727.4K0.02%+5,474New
First National Advisers, LLC5,763$721.6K0.10%−958−14.3%Reduced
Syon Capital LLC5,696$713.3K0.04%+1,553+37.5%Added
Fiduciary Trust Co5,472$685.2K0.01%−143−2.5%Reduced
Venturi Wealth Management, LLC5,421$678.8K0.03%+524+10.7%Added
Envestnet Portfolio Solutions, Inc.5,411$677.6K0.00%−1,447−21.1%Reduced
Resources Investment Advisors, LLC.5,397$675.9K0.01%−378−6.5%Reduced
Studio Investment Management LLC5,349$669.8K0.12%−148−2.7%Reduced
Caerus Investment Advisors, LLC5,338$668.4K0.22%+5,338New
Radnor Capital Management, LLC5,332$667.7K0.10%00.0%Unchanged
Utah Retirement Systems5,300$663.7K0.01%00.0%Unchanged
Baird Financial Group, Inc.5,280$661.2K0.00%+401+8.2%Added
Rehmann Capital Advisory Group5,202$653.1K0.03%+148+2.9%Added
Tower Research Capital LLC (TRC)5,142$643.9K0.02%+1,102+27.3%Added
Perigon Wealth Management, LLC4,943$618.9K0.01%+721+17.1%Added
Yorktown Management & Research Co Inc4,900$613.6K0.49%00.0%Unchanged
HB Wealth Management, LLC4,873$610.2K0.00%+1,964+67.5%Added
Connable Office Inc4,869$609.7K0.06%−532−9.9%Reduced
Chicago Partners Investment Group LLC4,733$607.2K0.01%+2,775+141.7%Added
Blair William & Co4,833$605.2K0.00%+162+3.5%Added
Trust Point Inc.4,828$604.6K0.05%−257−5.1%Reduced
Ci Investments Inc.4,804$601.6K0.00%+1,106+29.9%Added
Aviva PLC4,708$589.5K0.00%+4,708New
Callan Family Office, LLC4,656$583.1K0.01%+4,656New
Integrated Wealth Concepts LLC4,645$581.7K0.01%+2,057+79.5%Added
Maryland State Retirement & Pension System4,639$580.9K0.01%00.0%Unchanged
Meeder Advisory Services, Inc.4,547$569.4K0.02%−8−0.2%Reduced
Campbell & CO Investment Adviser LLC4,470$559.7K0.03%−4,312−49.1%Reduced
Evergreen Capital Management LLC4,385$549.1K0.01%+1,001+29.6%Added
Whitener Capital Management, Inc.4,375$547.8K0.12%+25+0.6%Added
Stratos Wealth Partners, LTD.4,360$546.1K0.01%−76−1.7%Reduced
Cambridge Investment Research Advisors, Inc.4,200$526.0K0.00%+313+8.1%Added
Detalus Advisors, LLC4,200$525.9K0.13%−200−4.5%Reduced
Warren Averett Asset Management, LLC4,163$521.3K0.00%+1,763+73.5%Added
ProShare Advisors LLC4,083$511.3K0.00%−262−6.0%Reduced
Keybank National Association4,038$505.6K0.00%+72+1.8%Added
Caitlin John, LLC4,003$501.3K0.33%+4,003New
R Squared Ltd3,955$495.2K0.23%−1,544−28.1%Reduced
Cynosure Management, LLC3,941$493.5K0.05%+3,941New
Covenant Partners, LLC3,872$484.9K0.14%00.0%Unchanged
Clark Capital Management Group, Inc.3,851$482.2K0.00%+209+5.7%Added
Dundas Partners LLP3,799$475.7K0.03%+445+13.3%Added
CAPROCK Group, Inc.3,792$474.8K0.01%+3,792New
Machina Capital S.A.S.3,726$466.6K0.09%−5,962−61.5%Reduced
TD Asset Management Inc3,712$464.8K0.00%+3,712New
AlphaGrep UK Ltd3,693$462.4K0.15%+3,693New
Old National Bancorp3,679$460.7K0.01%+1,338+57.2%Added
Martingale Asset Management L P3,658$458.1K0.01%−806−18.1%Reduced
EntryPoint Capital, LLC3,631$454.7K0.18%+3,631New
Larson Financial Group LLC3,557$445.4K0.01%−932−20.8%Reduced
Fifth Third Wealth Advisors LLC3,552$444.8K0.02%−22−0.6%Reduced
Parkside Financial Bank & Trust3,533$442.5K0.03%+27+0.8%Added
North Dakota State Investment Board3,532$442.3K0.02%+3,532New
Nisa Investment Advisors, LLC3,485$436.4K0.00%00.0%Unchanged
ISAM Funds (UK) Ltd3,467$434.1K0.16%−7,956−69.6%Reduced
Shelton Capital Management3,457$432.9K0.01%−218−5.9%Reduced
First Fiduciary Investment Counsel, Inc.3,450$432.0K0.08%00.0%Unchanged
Intech Investment Management LLC3,410$427.0K0.00%+3,410New
Aaron Wealth Advisors3,406$426.5K0.02%+703+26.0%Added
Forum Financial Management, LP3,387$424.1K0.01%+3+0.1%Added
Axq Capital, LP3,321$415.9K0.09%−328−9.0%Reduced
Journey Strategic Wealth LLC3,300$413.2K0.01%+349+11.8%Added
Sowell Financial Services LLC3,289$411.8K0.02%−110−3.2%Reduced
Advisor Group Holdings, Inc.3,275$410.2K0.00%−1,895−36.7%Reduced
Mirabella Financial Services LLP3,273$409.8K0.04%+3,273New
CIBC Asset Management Inc3,255$407.6K0.00%00.0%Unchanged
Rothschild Investment LLC3,243$406.1K0.02%+1,659+104.7%Added
Intrust Bank NA3,228$404.2K0.03%+167+5.5%Added
Ritholtz Wealth Management3,213$402.3K0.01%+710+28.4%Added
Parallel Advisors, LLC3,209$401.8K0.01%+219+7.3%Added
Integrated Investment Consultants, LLC3,187$399.1K0.08%−10.0%Reduced
HighPoint Advisor Group LLC3,152$394.7K0.01%−8−0.3%Reduced
Fulton Bank, N.A.3,152$394.7K0.01%−312−9.0%Reduced
Capstone Investment Advisors, LLC3,134$392.4K0.00%+3,134New
Prelude Capital Management, LLC3,131$392.1K0.03%+320+11.4%Added
Essex Financial Services, Inc.3,108$389.2K0.02%+575+22.7%Added
Eurizon Capital SGR S.p.A.3,080$388.1K0.00%+3,080New
KBC Group NV3,093$387.0K0.00%00.0%Unchanged
Drive Wealth Management, LLC3,068$384.1K0.07%+980+46.9%Added