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, Q1 2026
Institutional positions in Stifel Financial Corp as of Mar 31, 2026. 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
- 635
- +14 vs. Q4 2025
- Shares held
- 136.9M
- +58.1M (+73.8%) vs. Q4 2025
- Total value
- $10.3B
- +$390.0M (+4.0%) vs. Q4 2025
- New holders
- 81
- 505 more added
- Sold out
- 67
- 44 more reduced
9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Keating Financial Advisory Services, Inc. | 357 | $26.4K | 0.00% | +113+46.3% | Added |
| Covestor Ltd | 388 | $29.0K | 0.02% | −202−34.2% | Reduced |
| NBC Securities, Inc. | 394 | $29.1K | 0.00% | +131+49.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 415 | $30.7K | 0.00% | +138+49.8% | Added |
| Danske Bank A/S | 450 | $33.3K | 0.00% | −1,150−71.9% | Reduced |
| Activest Wealth Management | 464 | $34.3K | 0.01% | +222+91.7% | Added |
| Wellington-Altus USA Inc. | 505 | $35.2K | 0.02% | +150+42.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 481 | $36.0K | 0.00% | +160+49.8% | Added |
| HM Payson & Co | 492 | $36.4K | 0.00% | +164+50.0% | Added |
| Wellington Grp LLC | 500 | $37.0K | 0.01% | +137+37.7% | Added |
| Huntington National Bank | 599 | $44.3K | 0.00% | +199+49.8% | Added |
| Park Place Capital Corp | 658 | $48.6K | 0.01% | +219+49.9% | Added |
| Pinnacle Holdings, LLC | 679 | $50.2K | 0.02% | +225+49.6% | Added |
| Massmutual Trust Co FSB | 716 | $52.9K | 0.00% | +250+53.6% | Added |
| Aster Capital Management (DIFC) Ltd | 603 | $56.8K | 0.02% | −124−17.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 790 | $58.4K | 0.00% | +390+97.5% | Added |
| Wealth Preservation Advisors, LLC | 805 | $59.5K | 0.05% | +805 | New |
| Smartleaf Asset Management LLC | 846 | $60.8K | 0.00% | +74+9.6% | Added |
| Montag A & Associates Inc | 877 | $64.8K | 0.00% | +292+49.9% | Added |
| True Wealth Design, LLC | 922 | $68.2K | 0.02% | +452+96.2% | Added |
| Harbour Investments, Inc. | 933 | $69.0K | 0.00% | +851+1,037.8% | Added |
| Quent Capital, LLC | 995 | $73.5K | 0.01% | +409+69.8% | Added |
| Bessemer Group Inc | 1,009 | $74.0K | 0.00% | +119+13.4% | Added |
| Bruce G. Allen Investments, LLC | 1,023 | $75.6K | 0.05% | +330+47.6% | Added |
| Bayforest Capital Ltd | 1,053 | $77.8K | 0.09% | +880+508.7% | Added |
| Mather Group, LLC. | 1,056 | $78.1K | 0.00% | +1,056 | New |
| Advisory Services Network, LLC | 1,112 | $82.2K | 0.00% | +1,112 | New |
| Brown Brothers Harriman & Co | 1,216 | $89.9K | 0.00% | +405+49.9% | Added |
| SJS Investment Consulting Inc. | 1,276 | $94.3K | 0.01% | +752+143.5% | Added |
| DekaBank Deutsche Girozentrale | 1,489 | $110.0K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,523 | $112.6K | 0.01% | +1,123+280.8% | Added |
| State of Wyoming | 1,654 | $122.3K | 0.01% | +538+48.2% | Added |
| Westpac Banking Corp | 1,659 | $122.6K | 0.01% | +1,659 | New |
| RWM Asset Management, LLC | 1,852 | $136.9K | 0.01% | +1,852 | New |
| Financial Consulate, Inc | 1,864 | $137.8K | 0.02% | +621+50.0% | Added |
| Nomura Asset Management Co Ltd | 1,892 | $139.9K | 0.00% | +606+47.1% | Added |
| Hantz Financial Services, Inc. | 1,914 | $141.0K | 0.00% | +440+29.9% | Added |
| Kemnay Advisory Services Inc. | 1,920 | $141.9K | 0.02% | +905+89.2% | Added |
| Hilltop National Bank | 2,011 | $148.7K | 0.04% | +670+50.0% | Added |
| TD Private Client Wealth LLC | 2,124 | $157.0K | 0.00% | +916+75.8% | Added |
| Acropolis Investment Management, LLC | 2,137 | $158.0K | 0.01% | +2,137 | New |
| SRS Capital Advisors, Inc. | 2,404 | $177.7K | 0.01% | +1,704+243.4% | Added |
| Hamilton Capital Partners Inc. | 2,458 | $181.7K | 0.01% | +819+50.0% | Added |
| Johnson Financial Group, Inc. | 2,530 | $187.0K | 0.01% | +843+50.0% | Added |
| Versant Capital Management, Inc | 2,552 | $188.6K | 0.02% | +1,232+93.3% | Added |
| Acadian Asset Management LLC | 2,672 | $197.0K | 0.00% | +2,672 | New |
| Umb Bank N A | 2,669 | $197.3K | 0.00% | +980+58.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,678 | $198.0K | 0.00% | +367+15.9% | Added |
| Sage Rhino Capital LLC | 2,737 | $202.3K | 0.04% | +978+55.6% | Added |
| Baker Avenue Asset Management, LP | 2,825 | $208.8K | 0.00% | +2,825 | New |
| PCM Encore, LLC | 2,876 | $212.6K | 0.04% | +984+52.0% | Added |
| Worldquant Millennium Advisors LLC | 2,919 | $215.8K | 0.00% | +2,919 | New |
| TCG Advisory Services, LLC | 2,927 | $216.4K | 0.01% | +2,927 | New |
| Vise Technologies, Inc. | 1,751 | $219.3K | 0.00% | 00.0% | Unchanged |
| waypoint wealth counsel | 3,039 | $224.6K | 0.12% | +960+46.2% | Added |
| Winebrenner Capital Management LLC | 3,060 | $226.2K | 0.15% | +1,020+50.0% | Added |
| Grant Private Wealth Management Inc | 3,075 | $227.3K | 0.12% | +1,025+50.0% | Added |
| NewEdge Wealth, LLC | 3,080 | $227.7K | 0.00% | +1,180+62.1% | Added |
| Moody Aldrich Partners LLC | 3,094 | $228.7K | 0.04% | +984+46.6% | Added |
| Exchange Traded Concepts, LLC | 3,097 | $228.9K | 0.00% | +213+7.4% | Added |
| Ballentine Partners, LLC | 3,106 | $229.6K | 0.00% | +859+38.2% | Added |
| Evelyn Partners Investment Management Services Ltd | 3,120 | $230.6K | 0.03% | +1,040+50.0% | Added |
| Eurizon Capital SGR S.p.A. | 3,202 | $231.7K | 0.00% | +122+4.0% | Added |
| Horizon Investments, LLC | 3,144 | $232.4K | 0.00% | −59,945−95.0% | Reduced |
| Signaturefd, LLC | 3,210 | $237.3K | 0.00% | +1,478+85.3% | Added |
| Walleye Trading LLC | 3,217 | $237.8K | 0.00% | +1,900+144.3% | Added |
| Lido Advisors, LLC | 3,230 | $238.8K | 0.00% | +1,460+82.5% | Added |
| CAPROCK Group, Inc. | 3,234 | $239.1K | 0.01% | −558−14.7% | Reduced |
| Principal Securities, Inc. | 3,274 | $242.0K | 0.00% | +1,348+70.0% | Added |
| Smith, Moore & Co. | 3,285 | $242.8K | 0.02% | +786+31.5% | Added |
| Diversify Wealth Management, LLC | 3,149 | $243.6K | 0.00% | +3,149 | New |
| Anb Bank | 3,297 | $243.7K | 0.10% | +1,118+51.3% | Added |
| Princeton Capital Management LLC | 3,300 | $243.9K | 0.07% | +1,100+50.0% | Added |
| Serenity Investment Advisors | 3,384 | $245.6K | 0.12% | +1,128+50.0% | Added |
| Profund Advisors LLC | 3,344 | $247.2K | 0.01% | +1,164+53.4% | Added |
| Country Trust Bank | 3,375 | $249.5K | 0.00% | +1,125+50.0% | Added |
| Knightsbridge Asset Management, LLC | 3,397 | $251.1K | 0.03% | +1,791+111.5% | Added |
| Northwestern Mutual Wealth Management Co | 3,466 | $256.2K | 0.00% | +1,210+53.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,518 | $260.1K | 0.01% | +1,181+50.5% | Added |
| Kera Capital Partners, Inc. | 3,691 | $272.8K | 0.03% | +773+26.5% | Added |
| MQS Management LLC | 3,749 | $277.1K | 0.19% | +3,749 | New |
| R Squared Ltd | 3,753 | $277.4K | 0.15% | −202−5.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,761 | $278.0K | 0.01% | +3,761 | New |
| Commonwealth Equity Services, LLC | 3,776 | $279.1K | 0.00% | +1,206+46.9% | Added |
| Midwest Trust Co | 3,779 | $279.3K | 0.00% | +1,259+50.0% | Added |
| Jackson Thornton Asset Management, LLC | 3,659 | $282.6K | 0.03% | +1,467+66.9% | Added |
| Icon Wealth Advisors, LLC | 3,659 | $283.0K | 0.02% | +1,220+50.0% | Added |
| Caitlin John, LLC | 3,842 | $284.0K | 0.17% | −161−4.0% | Reduced |
| First Commonwealth Financial Corp | 3,844 | $284.1K | 0.05% | +1,280+49.9% | Added |
| Clearstead Advisors, LLC | 3,879 | $286.7K | 0.00% | +1,676+76.1% | Added |
| Kestra Private Wealth Services, LLC | 3,892 | $287.7K | 0.00% | +1,227+46.0% | Added |
| CIBC Bancorp USA Inc. | 3,898 | $288.1K | 0.00% | +3,898 | New |
| Gsa Capital Partners LLP | 3,903 | $289.0K | 0.02% | +3,903 | New |
| Peapack Gladstone Financial Corp | 3,955 | $292.0K | 0.00% | +1,334+50.9% | Added |
| Atomi Financial Group, Inc. | 3,951 | $292.1K | 0.01% | +1,095+38.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 3,978 | $294.1K | 0.00% | −1,433−26.5% | Reduced |
| Greenleaf Trust | 3,992 | $295.1K | 0.00% | +1,350+51.1% | Added |
| ETF Store, Inc. | 4,008 | $296.3K | 0.29% | +1,336+50.0% | Added |
| Advisor Group Holdings, Inc. | 4,052 | $299.5K | 0.00% | +777+23.7% | Added |
| Farther Finance Advisors, LLC | 4,070 | $301.1K | 0.00% | +1,302+47.0% | Added |