Skip to main content
Livermore
Livermore
ZHEN

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

Q1 2026 vs. Q4 2025

How the institutions holding Stifel Financial Corp changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of SF: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders6309635+14
Shares89.9M11.1M136.9M+58.1M (+73.8%)
Value$11.3B$1.39B$10.3B+$390.0M (+4.0%)

9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (81)

Institutions that held Stifel Financial Corp at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to SF in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC7,123,755$526.6M0.03%
Vanguard Capital Management LLC6,647,564$491.4M0.01%
Jacobs Levy Equity Management, Inc1,364,978$100.9M0.42%
Vanguard Fiduciary Trust Co940,283$69.5M0.02%
Point72 Asset Management, L.P.726,138$53.7M0.09%
Citadel Advisors LLC305,130$22.6M0.02%
Winton Group Ltd246,970$18.3M0.64%
Caisse de Depot Et Placement du Quebec178,394$13.2M0.02%
Vanguard Asset Management, Ltd141,863$10.5M0.01%
Susquehanna Fundamental Investments, LLC129,888$9.60M0.36%
Philadelphia Financial Management of San Francisco, LLC113,348$8.38M2.68%
Connor, Clark & Lunn Investment Management Ltd.112,001$8.28M0.02%
Renaissance Technologies LLC100,823$7.45M0.01%
XTX Topco Ltd80,019$5.92M0.10%
Vanguard Global Advisers, LLC74,991$5.54M0.00%
North Reef Capital Management LP57,230$4.23M0.15%
FinArc Investments, Inc.42,062$3.11M2.99%
Vanguard Investments Australia, Ltd.39,302$2.91M0.01%
Landscape Capital Management, L.L.C.31,216$2.31M0.15%
Allstate Corp30,581$2.26M0.02%
AIA Group Ltd30,360$2.24M0.03%
Brighton Jones LLC23,356$1.73M0.04%
Arrowstreet Capital, Limited Partnership22,642$1.67M0.00%
Gradient Investments LLC22,304$1.65M0.03%
Polianta Ltd20,600$1.52M0.20%
Centiva Capital, LP16,354$1.21M0.06%
Eagle Rock Investment Company, LLC15,112$1.12M0.16%
Bull Harbor Capital LLC13,951$1.03M0.28%
Hillsdale Investment Management Inc.13,540$1.00M0.03%
Capital Fund Management S.A.11,907$880.2K0.01%
Empowered Funds, LLC10,630$785.8K0.01%
Impact Partnership Wealth, LLC10,558$780.4K0.10%
Morningstar Investment Management LLC10,368$766.4K0.05%
Daiwa Securities Group Inc.9,263$684.7K0.00%
VARCOV Co.8,139$601.6K0.22%
nVerses Capital, LLC7,354$543.6K0.49%
DnB Asset Management AS7,341$542.6K0.00%
Occudo Quantitative Strategies LP6,105$481.1K0.03%
Blueshift Asset Management, LLC6,347$469.2K0.14%
IMC-Chicago, LLC6,147$454.4K0.01%
Aigen Investment Management, LP5,570$411.7K0.11%
Dynamic Technology Lab Private Ltd5,562$411.1K0.07%
Citizens Financial Group Inc5,187$383.5K0.01%
Daymark Wealth Partners, LLC4,840$357.8K0.01%
Millington Securities, LLC4,830$357.0K0.10%
Prevail Innovative Wealth Advisors, LLC4,500$332.6K0.06%
DRW Securities, LLC4,220$311.9K0.02%
Gsa Capital Partners LLP3,903$289.0K0.02%
CIBC Bancorp USA Inc.3,898$288.1K0.00%
Mount Yale Investment Advisors, LLC3,761$278.0K0.01%
MQS Management LLC3,749$277.1K0.19%
Diversify Wealth Management, LLC3,149$243.6K0.00%
TCG Advisory Services, LLC2,927$216.4K0.01%
Worldquant Millennium Advisors LLC2,919$215.8K0.00%
Baker Avenue Asset Management, LP2,825$208.8K0.00%
Acadian Asset Management LLC2,672$197.0K0.00%
Acropolis Investment Management, LLC2,137$158.0K0.01%
RWM Asset Management, LLC1,852$136.9K0.01%
Westpac Banking Corp1,659$122.6K0.01%
Advisory Services Network, LLC1,112$82.2K0.00%
Mather Group, LLC.1,056$78.1K0.00%
Wealth Preservation Advisors, LLC805$59.5K0.05%
JPL Wealth Management, LLC320$23.7K0.01%
Salem Investment Counselors Inc225$16.6K0.00%
Strategic Wealth Partners, Ltd.208$15.4K0.00%
Owl Creek Wealth Partners LLC134$9.91K0.00%
Global X Japan Co., Ltd.132$9.76K0.00%
Twin Peaks Wealth Advisors, LLC125$9.24K0.00%
Arlington Trust Co LLC85$6.28K0.00%
True Link Financial Advisors, LLC39$2.88K0.00%
Innovative Asset Advisors Group, LLC38$2.81K0.00%
TD Capital Management LLC29$2.12K0.00%
Brown, Lisle/Cummings, Inc.16$1.18K0.00%
CX Institutional14$1.00K0.00%
Vermillion Wealth Management, Inc.12$8870.00%
Atwood & Palmer Inc10$7400.00%
GHP Investment Advisors, Inc.10$7400.00%
Operose Advisors LLC10$7390.00%
Raffa Wealth Management, LLC4$2960.00%
Intentional Wealth Strategies, LLC4$2960.00%
Portus Wealth Advisors, LLC3$2240.00%

Sold out (67)

Institutions that held Stifel Financial Corp at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of SF in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Ceredex Value Advisors LLC184,850$23.1M
Diamond Hill Capital Management Inc159,989$20.0M
Alberta Investment Management Corp146,000$18.3M
Agf Management Ltd128,815$16.1M
Moore Capital Management, LP89,344$11.2M
Holocene Advisors, LP79,567$9.96M
FJ Capital Management LLC58,497$7.32M
Healthcare of Ontario Pension Plan Trust Fund46,000$5.76M
Verition Fund Management LLC42,740$5.35M
EAM Investors, LLC41,604$5.21M
Concentric Capital Strategies, LP34,271$4.29M
Karl Kapital LLC26,529$3.32M
Twinbeech Capital LP22,500$2.82M
Pinnbrook Capital Management LP17,529$2.19M
Oak Thistle LLC17,439$2.18M
Quest Partners LLC16,259$2.04M
T. Rowe Price Investment Management, Inc.15,711$1.97M
AMG National Trust Bank9,441$1.18M
Integrated Quantitative Investments LLC9,346$1.17M
Toronto Dominion Bank8,701$1.09M
Virtu Financial LLC7,707$965.0K
Polar Asset Management Partners Inc.6,939$868.9K
Versor Investments LP6,677$836.1K
Cynosure Management, LLC3,941$493.5K
Covenant Partners, LLC3,872$484.9K
AlphaGrep UK Ltd3,693$462.4K
EntryPoint Capital, LLC3,631$454.7K
Aaron Wealth Advisors3,406$426.5K
Forum Financial Management, LP3,387$424.1K
HighPoint Advisor Group LLC3,152$394.7K
Prelude Capital Management, LLC3,131$392.1K
Busey Wealth Management3,006$376.4K
Susquehanna International Group, LLP2,725$341.2K
Integrated Advisors Network LLC2,707$339.0K
Sage Mountain Advisors LLC2,659$332.9K
Kestra Advisory Services, LLC2,379$297.9K
Hilltop Holdings Inc.2,110$264.2K
Intellus Advisors LLC2,092$262.0K
111 Capital2,037$255.1K
Trueblood Wealth Management, LLC1,900$237.9K
Sapient Capital LLC1,861$236.2K
Leo Wealth, LLC1,818$227.7K
Savvy Advisors, Inc.1,790$224.2K
BTG Pactual Asset Management US LLC1,776$222.4K
First Bank & Trust1,732$216.9K
Keeler & Nadler Financial Planning & Wealth Management1,721$215.5K
EP Wealth Advisors, LLC1,717$215.1K
Rafferty Asset Management, LLC1,711$214.3K
Sagespring Wealth Partners, LLC1,704$213.4K
Keystone Financial Services1,662$208.1K
Next Level Private LLC1,630$204.1K
US Asset Management LLC1,629$204.0K
Financial & Tax Architects, LLC1,614$202.1K
SageView Advisory Group, LLC941$117.9K
Quarry LP917$114.8K
Caitong International Asset Management Co., Ltd273$34.2K
Elyxium Wealth, LLC188$23.5K
Concord Wealth Partners100$12.5K
IFC & Insurance Marketing, Inc.50$6.00K
Cape Investment Advisory, Inc.47$5.88K
Flagship Harbor Advisors, LLC46$5.81K
Optiver Holding B.V.33$4.13K
Costello Asset Management, INC30$3.76K
Golden State Wealth Management, LLC17$2.13K
McGuire Capital Advisors Inc13$1.63K
Investors Portfolio Services LLC11$1.41K
DV Trading LLC1$125

Not filed for Q1 2026 yet (9)

Institutions that held Stifel Financial Corp at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SF in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc9,590,884$1.20B
Norges Bank1,377,145$172.4M
Brandywine Global Investment Management, LLC49,747$6.23M
Comerica Bank36,315$4.55M
CIBC Private Wealth Group, LLC2,721$340.7K
Meritage Portfolio Management2,379$297.9K
Global Retirement Partners, LLC1,507$188.7K
Motiv8 Investments LLC51$6.00K
ORG Partners LLC19$2.38K