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 |
|---|---|---|---|---|---|
| Roberts Glore & Co Inc | 3,040 | $380.7K | 0.10% | −235−7.2% | Reduced |
| HCR Wealth Advisors | 3,036 | $380.2K | 0.04% | −2−0.1% | Reduced |
| Busey Wealth Management | 3,006 | $376.4K | 0.01% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 3,001 | $375.8K | 0.11% | +3,001 | New |
| Avise Financial Cooperative, Inc. | 2,973 | $372.3K | 0.34% | +2,973 | New |
| IFP Advisors, Inc | 2,912 | $364.6K | 0.01% | +296+11.3% | Added |
| Exchange Traded Concepts, LLC | 2,884 | $361.1K | 0.00% | +2,884 | New |
| Legacy Capital Wealth Partners, LLC | 2,877 | $360.3K | 0.08% | −384−11.8% | Reduced |
| Kera Capital Partners, Inc. | 2,918 | $359.8K | 0.04% | +2,918 | New |
| Ronald Blue Trust, Inc. | 2,869 | $359.3K | 0.00% | −26−0.9% | Reduced |
| Parcion Private Wealth LLC | 2,860 | $358.1K | 0.02% | +2,860 | New |
| Atomi Financial Group, Inc. | 2,856 | $357.6K | 0.01% | +408+16.7% | Added |
| Waddell & Associates, LLC | 2,826 | $353.9K | 0.02% | +2,826 | New |
| Stephens Inc | 2,795 | $350.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,768 | $346.6K | 0.00% | +2,079+301.7% | Added |
| Susquehanna International Group, LLP | 2,725 | $341.2K | 0.00% | −6,801−71.4% | Reduced |
| CIBC Private Wealth Group, LLC | 2,721 | $340.7K | 0.00% | +337+14.1% | Added |
| Integrated Advisors Network LLC | 2,707 | $339.0K | 0.02% | −39−1.4% | Reduced |
| ETF Store, Inc. | 2,672 | $334.6K | 0.34% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 2,665 | $333.6K | 0.00% | −98−3.5% | Reduced |
| Sage Mountain Advisors LLC | 2,659 | $332.9K | 0.02% | −35−1.3% | Reduced |
| Greenleaf Trust | 2,642 | $330.8K | 0.00% | +51+2.0% | Added |
| Vident Advisory, LLC | 2,631 | $329.5K | 0.00% | −410−13.5% | Reduced |
| Peapack Gladstone Financial Corp | 2,621 | $328.0K | 0.00% | −21−0.8% | Reduced |
| Skopos Labs, Inc. | 2,533 | $323.3K | 0.01% | +2,533 | New |
| Commonwealth Equity Services, LLC | 2,570 | $321.9K | 0.00% | +626+32.2% | Added |
| First Commonwealth Financial Corp | 2,564 | $321.1K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 2,531 | $316.9K | 0.00% | +1,449+133.9% | Added |
| Midwest Trust Co | 2,520 | $315.6K | 0.00% | −125−4.7% | Reduced |
| Smith, Moore & Co. | 2,499 | $312.9K | 0.02% | −209−7.7% | Reduced |
| Formidable Asset Management, LLC | 2,700 | $306.4K | 0.04% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 2,439 | $305.5K | 0.02% | −4−0.2% | Reduced |
| Kestra Advisory Services, LLC | 2,379 | $297.9K | 0.00% | −113−4.5% | Reduced |
| Meritage Portfolio Management | 2,379 | $297.9K | 0.02% | −2,758−53.7% | Reduced |
| EverSource Wealth Advisors, LLC | 2,351 | $294.4K | 0.01% | +1,238+111.2% | Added |
| Serenity Investment Advisors | 2,256 | $293.4K | 0.17% | +2,256 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,337 | $292.6K | 0.01% | −37−1.6% | Reduced |
| Jackson Thornton Asset Management, LLC | 2,192 | $292.0K | 0.03% | +2,192 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,311 | $292.0K | 0.00% | +1,312+131.3% | Added |
| Northwestern Mutual Wealth Management Co | 2,256 | $282.5K | 0.00% | −101−4.3% | Reduced |
| Country Trust Bank | 2,250 | $281.7K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,247 | $281.4K | 0.00% | +55+2.5% | Added |
| Everence Capital Management Inc | 2,230 | $279.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Beese Fulmer Investment Management, Inc. | 2,216 | $277.5K | 0.02% | +2,216 | New |
| Clearstead Advisors, LLC | 2,203 | $275.9K | 0.00% | +1,935+722.0% | Added |
| Princeton Capital Management LLC | 2,200 | $275.5K | 0.07% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,180 | $273.0K | 0.01% | −176−7.5% | Reduced |
| Anb Bank | 2,179 | $272.9K | 0.11% | +2,179 | New |
| Transcend Wealth Collective, LLC | 2,143 | $268.3K | 0.02% | +2,143 | New |
| Evoke Wealth, LLC | 2,134 | $267.2K | 0.01% | +2,134 | New |
| Moody Aldrich Partners LLC | 2,110 | $264.2K | 0.05% | −6−0.3% | Reduced |
| Hilltop Holdings Inc. | 2,110 | $264.2K | 0.02% | −143−6.3% | Reduced |
| Intellus Advisors LLC | 2,092 | $262.0K | 0.03% | +2,092 | New |
| Evelyn Partners Investment Management Services Ltd | 2,080 | $260.5K | 0.03% | 00.0% | Unchanged |
| waypoint wealth counsel | 2,079 | $260.3K | 0.10% | +143+7.4% | Added |
| Grant Private Wealth Management Inc | 2,050 | $256.7K | 0.16% | 00.0% | Unchanged |
| Winebrenner Capital Management LLC | 2,040 | $255.4K | 0.17% | 00.0% | Unchanged |
| 111 Capital | 2,037 | $255.1K | 0.06% | −4,418−68.4% | Reduced |
| Gateway Investment Advisers LLC | 1,977 | $247.6K | 0.00% | +1,977 | New |
| Principal Securities, Inc. | 1,926 | $241.1K | 0.00% | +124+6.9% | Added |
| 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 |
| QTR Family Wealth, LLC | 1,890 | $237.3K | 0.10% | +1,890 | New |
| PCM Encore, LLC | 1,892 | $236.9K | 0.05% | +1,892 | New |
| Sapient Capital LLC | 1,861 | $236.2K | 0.00% | +1,861 | New |
| Leo Wealth, LLC | 1,818 | $227.7K | 0.02% | +1,818 | New |
| Savvy Advisors, Inc. | 1,790 | $224.2K | 0.01% | +1,790 | New |
| Sentinus, LLC | 1,780 | $222.9K | 0.02% | +1,780 | New |
| BTG Pactual Asset Management US LLC | 1,776 | $222.4K | 0.02% | +1,776 | New |
| Sage Rhino Capital LLC | 1,759 | $220.3K | 0.04% | +1,759 | New |
| Torren Management, LLC | 1,758 | $220.1K | 0.11% | +1,758 | New |
| Vise Technologies, Inc. | 1,751 | $219.3K | 0.00% | +1,751 | New |
| Jump Financial, LLC | 1,750 | $219.1K | 0.00% | +1,750 | New |
| Signaturefd, LLC | 1,732 | $216.9K | 0.00% | +337+24.2% | Added |
| First Bank & Trust | 1,732 | $216.9K | 0.04% | +1,732 | New |
| Keeler & Nadler Financial Planning & Wealth Management | 1,721 | $215.5K | 0.07% | +1,721 | New |
| EP Wealth Advisors, LLC | 1,717 | $215.1K | 0.00% | +1,717 | New |
| Rafferty Asset Management, LLC | 1,711 | $214.3K | 0.00% | −54−3.1% | Reduced |
| Sagespring Wealth Partners, LLC | 1,704 | $213.4K | 0.00% | +1,704 | New |
| Umb Bank N A | 1,689 | $211.5K | 0.00% | +53+3.2% | Added |
| Johnson Financial Group, Inc. | 1,687 | $211.2K | 0.01% | −642−27.6% | Reduced |
| TT International Asset Management LTD | 1,683 | $210.0K | 0.04% | −20,781−92.5% | Reduced |
| Keystone Financial Services | 1,662 | $208.1K | 0.06% | +1,662 | New |
| Hamilton Capital Partners Inc. | 1,639 | $205.2K | 0.01% | −147−8.2% | Reduced |
| Lido Advisors, LLC | 1,770 | $204.7K | 0.00% | +1,770 | New |
| Next Level Private LLC | 1,630 | $204.1K | 0.05% | +1,630 | New |
| US Asset Management LLC | 1,629 | $204.0K | 0.17% | +1,629 | New |
| GenTrust, LLC | 1,624 | $203.4K | 0.01% | +1,624 | New |
| Financial & Tax Architects, LLC | 1,614 | $202.1K | 0.05% | +1,614 | New |
| Knightsbridge Asset Management, LLC | 1,606 | $201.1K | 0.03% | +1,606 | New |
| Danske Bank A/S | 1,600 | $200.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,507 | $188.7K | 0.00% | +1,041+223.4% | Added |
| Hantz Financial Services, Inc. | 1,474 | $185.0K | 0.00% | +772+110.0% | Added |
| Hilltop National Bank | 1,341 | $167.9K | 0.04% | −165−11.0% | Reduced |
| Versant Capital Management, Inc | 1,320 | $165.3K | 0.02% | +241+22.3% | Added |
| Walleye Trading LLC | 1,317 | $164.9K | 0.00% | +1,317 | New |
| Nomura Asset Management Co Ltd | 1,286 | $161.0K | 0.00% | +8+0.6% | Added |
| Financial Consulate, Inc | 1,243 | $155.6K | 0.02% | 00.0% | Unchanged |