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 |
|---|---|---|---|---|---|
| QTR Family Wealth, LLC | 3,749 | $302.4K | 0.13% | +1,859+98.4% | Added |
| Stephens Inc | 4,192 | $309.9K | 0.00% | +1,397+50.0% | Added |
| DRW Securities, LLC | 4,220 | $311.9K | 0.02% | +4,220 | New |
| North Dakota State Investment Board | 4,334 | $320.4K | 0.01% | +802+22.7% | Added |
| Integrated Investment Consultants, LLC | 4,365 | $322.7K | 0.07% | +1,178+37.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 4,385 | $324.1K | 0.00% | −4,175−48.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 4,396 | $324.9K | 0.07% | +1,519+52.8% | Added |
| Ronald Blue Trust, Inc. | 4,407 | $325.7K | 0.00% | +1,538+53.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,422 | $326.8K | 0.02% | +2,198+98.8% | Added |
| Pinnacle Associates Ltd | 4,444 | $328.5K | 0.00% | +2,220+99.8% | Added |
| Prevail Innovative Wealth Advisors, LLC | 4,500 | $332.6K | 0.06% | +4,500 | New |
| Impact Capital Partners LLC | 4,539 | $335.5K | 0.10% | +1,538+51.2% | Added |
| Drive Wealth Management, LLC | 4,546 | $336.0K | 0.07% | +1,478+48.2% | Added |
| Bridgefront Capital, LLC | 4,562 | $337.2K | 0.08% | −3,772−45.3% | Reduced |
| Formidable Asset Management, LLC | 2,700 | $338.1K | 0.05% | 00.0% | Unchanged |
| HCR Wealth Advisors | 4,578 | $338.4K | 0.04% | +1,542+50.8% | Added |
| GenTrust, LLC | 4,638 | $342.8K | 0.01% | +3,014+185.6% | Added |
| KBC Group NV | 4,639 | $343.0K | 0.00% | +1,546+50.0% | Added |
| Parallel Advisors, LLC | 4,665 | $344.9K | 0.01% | +1,456+45.4% | Added |
| Dundas Partners LLP | 4,676 | $345.6K | 0.03% | +877+23.1% | Added |
| Fulton Bank, N.A. | 4,681 | $346.0K | 0.01% | +1,529+48.5% | Added |
| Transcend Wealth Collective, LLC | 4,738 | $350.2K | 0.03% | +2,595+121.1% | Added |
| Roberts Glore & Co Inc | 4,739 | $350.3K | 0.10% | +1,699+55.9% | Added |
| TD Asset Management Inc | 4,800 | $354.8K | 0.00% | +1,088+29.3% | Added |
| Everence Capital Management Inc | 4,799 | $355.0K | 0.02% | +2,569+115.2% | Added |
| WBI Investments | 4,830 | $357.0K | 0.10% | −5,148−51.6% | Reduced |
| Millington Securities, LLC | 4,830 | $357.0K | 0.10% | +4,830 | New |
| Daymark Wealth Partners, LLC | 4,840 | $357.8K | 0.01% | +4,840 | New |
| CIBC Asset Management Inc | 4,882 | $360.9K | 0.00% | +1,627+50.0% | Added |
| Beese Fulmer Investment Management, Inc. | 4,896 | $361.9K | 0.02% | +2,680+120.9% | Added |
| IFP Advisors, Inc | 4,926 | $364.1K | 0.01% | +2,014+69.2% | Added |
| ISAM Funds (UK) Ltd | 4,934 | $364.7K | 0.18% | +1,467+42.3% | Added |
| Shelton Capital Management | 4,947 | $365.6K | 0.01% | +1,490+43.1% | Added |
| Sterling Capital Management LLC | 4,975 | $367.8K | 0.01% | −885−15.1% | Reduced |
| Essex Financial Services, Inc. | 5,033 | $372.0K | 0.02% | +1,925+61.9% | Added |
| Sowell Financial Services LLC | 5,072 | $374.9K | 0.01% | +1,783+54.2% | Added |
| Vident Advisory, LLC | 5,079 | $375.5K | 0.00% | +2,448+93.0% | Added |
| Ritholtz Wealth Management | 5,080 | $375.5K | 0.01% | +1,867+58.1% | Added |
| Intrust Bank NA | 5,088 | $376.1K | 0.03% | +1,860+57.6% | Added |
| Skopos Labs, Inc. | 5,130 | $379.2K | 0.01% | +2,597+102.5% | Added |
| First Fiduciary Investment Counsel, Inc. | 5,175 | $383.0K | 0.08% | +1,725+50.0% | Added |
| Citizens Financial Group Inc | 5,187 | $383.5K | 0.01% | +5,187 | New |
| Aviva PLC | 5,256 | $388.5K | 0.00% | +548+11.6% | Added |
| Avise Financial Cooperative, Inc. | 5,273 | $389.8K | 0.32% | +2,300+77.4% | Added |
| Parkside Financial Bank & Trust | 5,292 | $391.2K | 0.03% | +1,759+49.8% | Added |
| Larson Financial Group LLC | 5,356 | $395.9K | 0.01% | +1,799+50.6% | Added |
| Nisa Investment Advisors, LLC | 5,412 | $400.0K | 0.00% | +1,927+55.3% | Added |
| Parcion Private Wealth LLC | 5,471 | $404.4K | 0.03% | +2,611+91.3% | Added |
| Northwest & Ethical Investments L.P. | 5,587 | $408.7K | 0.01% | −2,416−30.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,562 | $411.1K | 0.07% | +5,562 | New |
| Aigen Investment Management, LP | 5,570 | $411.7K | 0.11% | +5,570 | New |
| EverSource Wealth Advisors, LLC | 5,609 | $414.6K | 0.01% | +3,258+138.6% | Added |
| Evoke Wealth, LLC | 5,638 | $416.8K | 0.01% | +3,504+164.2% | Added |
| Clark Capital Management Group, Inc. | 5,721 | $422.9K | 0.00% | +1,870+48.6% | Added |
| Syon Capital LLC | 5,733 | $423.8K | 0.02% | +37+0.6% | Added |
| MAI Capital Management | 5,747 | $424.8K | 0.00% | +4,922+596.6% | Added |
| Caerus Investment Advisors, LLC | 5,751 | $425.1K | 0.18% | +413+7.7% | Added |
| Waddell & Associates, LLC | 5,881 | $434.7K | 0.02% | +3,055+108.1% | Added |
| Fifth Third Wealth Advisors LLC | 5,902 | $436.3K | 0.01% | +2,350+66.2% | Added |
| Journey Strategic Wealth LLC | 5,910 | $436.9K | 0.01% | +2,610+79.1% | Added |
| Keybank National Association | 5,978 | $441.9K | 0.00% | +1,940+48.0% | Added |
| Evergreen Capital Management LLC | 6,018 | $444.9K | 0.01% | +1,633+37.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,027 | $446.0K | 0.00% | +1,827+43.5% | Added |
| Sentinus, LLC | 6,062 | $448.1K | 0.04% | +4,282+240.6% | Added |
| ProShare Advisors LLC | 6,117 | $452.2K | 0.00% | +2,034+49.8% | Added |
| Perigon Wealth Management, LLC | 6,136 | $453.6K | 0.01% | +1,193+24.1% | Added |
| IMC-Chicago, LLC | 6,147 | $454.4K | 0.01% | +6,147 | New |
| Connable Office Inc | 6,250 | $462.0K | 0.05% | +1,381+28.4% | Added |
| Old National Bancorp | 6,255 | $462.4K | 0.01% | +2,576+70.0% | Added |
| Detalus Advisors, LLC | 6,300 | $465.7K | 0.11% | +2,100+50.0% | Added |
| Resources Investment Advisors, LLC. | 6,343 | $468.8K | 0.00% | +946+17.5% | Added |
| Blueshift Asset Management, LLC | 6,347 | $469.2K | 0.14% | +6,347 | New |
| Inceptionr LLC | 6,396 | $472.8K | 0.11% | −7,024−52.3% | Reduced |
| Whitener Capital Management, Inc. | 6,462 | $477.7K | 0.11% | +2,087+47.7% | Added |
| Freestone Grove Partners LP | 6,483 | $479.2K | 0.00% | −312,791−98.0% | Reduced |
| Occudo Quantitative Strategies LP | 6,105 | $481.1K | 0.03% | +6,105 | New |
| Stratos Wealth Partners, LTD. | 6,541 | $483.5K | 0.01% | +2,181+50.0% | Added |
| Meeder Advisory Services, Inc. | 6,568 | $485.5K | 0.02% | +2,021+44.4% | Added |
| Trust Point Inc. | 6,625 | $489.7K | 0.04% | +1,797+37.2% | Added |
| Capstone Investment Advisors, LLC | 6,729 | $497.4K | 0.00% | +3,595+114.7% | Added |
| Allworth Financial LP | 6,928 | $512.1K | 0.00% | +4,397+173.7% | Added |
| Maryland State Retirement & Pension System | 6,958 | $514.3K | 0.01% | +2,319+50.0% | Added |
| Venturi Wealth Management, LLC | 7,083 | $523.6K | 0.02% | +1,662+30.7% | Added |
| Ci Investments Inc. | 7,210 | $533.0K | 0.00% | +2,406+50.1% | Added |
| Callan Family Office, LLC | 7,330 | $541.8K | 0.01% | +2,674+57.4% | Added |
| DnB Asset Management AS | 7,341 | $542.6K | 0.00% | +7,341 | New |
| Yorktown Management & Research Co Inc | 7,350 | $543.3K | 0.45% | +2,450+50.0% | Added |
| nVerses Capital, LLC | 7,354 | $543.6K | 0.49% | +7,354 | New |
| Numerai GP LLC | 7,389 | $546.2K | 0.05% | +1,285+21.1% | Added |
| Radnor Capital Management, LLC | 7,609 | $562.5K | 0.08% | +2,277+42.7% | Added |
| Machina Capital S.A.S. | 7,788 | $575.7K | 0.11% | +4,062+109.0% | Added |
| Rehmann Capital Advisory Group | 7,938 | $586.8K | 0.03% | +2,736+52.6% | Added |
| Utah Retirement Systems | 7,950 | $587.7K | 0.01% | +2,650+50.0% | Added |
| Studio Investment Management LLC | 7,982 | $590.0K | 0.11% | +2,633+49.2% | Added |
| VARCOV Co. | 8,139 | $601.6K | 0.22% | +8,139 | New |
| Private Advisor Group, LLC | 8,144 | $602.0K | 0.00% | +117+1.5% | Added |
| Gateway Investment Advisers LLC | 8,166 | $603.6K | 0.01% | +6,189+313.1% | Added |
| Fiduciary Trust Co | 8,202 | $606.3K | 0.01% | +2,730+49.9% | Added |
| Baird Financial Group, Inc. | 8,215 | $607.3K | 0.00% | +2,935+55.6% | Added |
| First National Advisers, LLC | 8,447 | $624.4K | 0.09% | +2,684+46.6% | Added |