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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
TD Private Client Wealth LLC1,208$151.3K0.00%+2+0.2%Added
State of Wyoming1,116$139.7K0.02%−302−21.3%Reduced
DekaBank Deutsche Girozentrale1,489$131.0K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.1,015$127.1K0.02%+1,015New
SageView Advisory Group, LLC941$117.9K0.00%+941New
Quarry LP917$114.8K0.02%+917New
Bessemer Group Inc890$112.0K0.00%+193+27.7%Added
MAI Capital Management825$103.3K0.00%+602+270.0%Added
Brown Brothers Harriman & Co811$101.6K0.00%+106+15.0%Added
Smartleaf Asset Management LLC772$98.0K0.00%−85−9.9%Reduced
Aster Capital Management (DIFC) Ltd727$91.0K0.04%−2,005−73.4%Reduced
SRS Capital Advisors, Inc.700$87.7K0.00%−25,390−97.3%Reduced
Bruce G. Allen Investments, LLC693$86.8K0.06%−37−5.1%Reduced
Measured Wealth Private Client Group, LLC637$79.8K0.02%−606−48.8%Reduced
Covestor Ltd590$74.0K0.04%+50+9.3%Added
Quent Capital, LLC586$73.4K0.01%+121+26.0%Added
Montag A & Associates Inc585$73.3K0.00%−37−5.9%Reduced
National Bank of Canada531$66.5K0.00%+31+6.2%Added
SJS Investment Consulting Inc.524$65.6K0.01%+226+75.8%Added
True Wealth Design, LLC470$58.9K0.02%+288+158.2%Added
Massmutual Trust Co FSB466$58.4K0.00%00.0%Unchanged
Pinnacle Holdings, LLC454$56.9K0.02%+170+59.9%Added
Park Place Capital Corp439$55.0K0.01%−36−7.6%Reduced
Cullen/Frost Bankers, Inc.400$50.1K0.00%+400New
Root Financial Partners, LLC400$50.1K0.00%+74+22.7%Added
Huntington National Bank400$50.1K0.00%−44−9.9%Reduced
Wellington Grp LLC363$45.5K0.02%+363New
Wellington-Altus USA Inc.355$44.5K0.03%+355New
HM Payson & Co328$41.1K0.00%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd321$40.0K0.00%00.0%Unchanged
Jones Financial Companies LLLP287$36.0K0.00%+38+15.3%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.277$35.5K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd273$34.2K0.01%+273New
NBC Securities, Inc.263$32.9K0.00%−47−15.2%Reduced
Keating Financial Advisory Services, Inc.244$30.6K0.00%+244New
Activest Wealth Management242$30.3K0.01%+240+12,000.0%Added
Basecamp Wealth Advisors LLC223$27.9K0.01%+223New
Osterweis Capital Management Inc212$26.5K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.211$26.4K0.00%+211New
Elyxium Wealth, LLC188$23.5K0.01%+188New
MidFirst Bank187$23.4K0.00%+187New
Salomon & Ludwin, LLC173$23.0K0.00%00.0%Unchanged
V-Square Quantitative Management LLC181$22.7K0.00%+181New
Bayforest Capital Ltd173$21.7K0.02%+173New
Fortitude Family Office, LLC162$20.3K0.00%−1−0.6%Reduced
Central Trust Co149$18.7K0.00%00.0%Unchanged
WPG Advisers, LLC147$18.4K0.01%+9+6.5%Added
Annis Gardner Whiting Capital Advisors, LLC144$18.0K0.00%00.0%Unchanged
Creative Financial Designs Inc143$17.9K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC132$16.5K0.00%+32+32.0%Added
Oakworth Capital, Inc.124$15.5K0.00%+124New
Bell Investment Advisors, Inc106$13.3K0.00%+49+86.0%Added
Concord Wealth Partners100$12.5K0.00%+100New
Dogwood Wealth Management LLC97$12.1K0.01%00.0%Unchanged
Boreal Capital Management LLC97$12.1K0.01%00.0%Unchanged
Frazier Financial Advisors, LLC94$11.8K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc92$11.5K0.00%+3+3.4%Added
First Pacific Financial86$10.8K0.00%+21+32.3%Added
Harbour Investments, Inc.82$10.3K0.00%+22+36.7%Added
North Star Investment Management Corp.79$9.89K0.00%+25+46.3%Added
Cornerstone Planning Group LLC74$9.34K0.00%−34−31.5%Reduced
Whittier Trust Co of Nevada Inc67$8.93K0.00%−25−27.2%Reduced
Basepoint Wealth LLC68$8.57K0.01%+68New
Retirement Wealth Solutions LLC67$8.41K0.01%−10−13.0%Reduced
Sunbelt Securities, Inc.62$7.76K0.00%00.0%Unchanged
American National Bank55$6.89K0.00%+55New
WealthCollab, LLC51$6.39K0.00%00.0%Unchanged
Millstone Evans Group, LLC48$6.01K0.00%00.0%Unchanged
Daytona Street Capital LLC48$6.01K0.00%+48New
Motiv8 Investments LLC51$6.00K0.00%+51New
IFC & Insurance Marketing, Inc.50$6.00K0.01%+50New
South State Corp.47$5.89K0.00%+37+370.0%Added
Cape Investment Advisory, Inc.47$5.88K0.00%00.0%Unchanged
Flagship Harbor Advisors, LLC46$5.81K0.00%+46New
Transamerica Financial Advisors, Inc.42$5.27K0.00%+35+500.0%Added
Webster Bank, N. A.42$5.26K0.00%00.0%Unchanged
UMA Financial Services, Inc.41$5.13K0.00%+20+95.2%Added
Private Wealth Management Group, LLC39$4.88K0.00%00.0%Unchanged
High Note Wealth, LLC39$4.88K0.00%+11+39.3%Added
Steigerwald, Gordon & Koch Inc.37$4.63K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC36$4.51K0.00%00.0%Unchanged
Optiver Holding B.V.33$4.13K0.00%−147−81.7%Reduced
Capital Advisors, Ltd. LLC32$4.00K0.00%00.0%Unchanged
Private Trust Co NA30$3.76K0.00%−29−49.2%Reduced
Costello Asset Management, INC30$3.76K0.00%+30New
Signature Equity Partners, LLC30$3.76K0.00%+30New
IMA Wealth, Inc.29$3.63K0.00%+29New
Prestige Wealth Management Group LLC28$3.51K0.00%00.0%Unchanged
CoreCap Advisors, LLC27$3.38K0.00%+27New
Sachetta, LLC26$3.26K0.00%00.0%Unchanged
International Assets Investment Management, LLC26$3.26K0.00%+26New
Moisand Fitzgerald Tamayo, LLC25$3.13K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.23$2.88K0.00%00.0%Unchanged
Manchester Capital Management LLC23$2.88K0.00%00.0%Unchanged
Ares Financial Consulting, LLC21$2.63K0.00%+21New
Addison Advisors LLC19$2.38K0.00%+19New
ORG Partners LLC19$2.38K0.00%+19New
Albion Financial Group18$2.25K0.00%00.0%Unchanged
CVA Family Office, LLC17$2.13K0.00%00.0%Unchanged
Golden State Wealth Management, LLC17$2.13K0.00%+17New