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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, 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.

Institutional holdersQ1 2026: 635 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 heldQ1 2026: $10.3B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q4 2025.

Institutions holding SF in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Warren Averett Asset Management, LLC8,601$635.8K0.00%+4,438+106.6%Added
Tower Research Capital LLC (TRC)8,655$639.8K0.02%+3,513+68.3%Added
National Asset Management, Inc.8,936$642.1K0.04%+2,694+43.2%Added
NorthCrest Asset Manangement, LLC8,698$644.3K0.02%+3,224+58.9%Added
J.M. Arbour, LLC8,785$649.4K0.62%+2,453+38.7%Added
Blair William & Co8,917$659.1K0.00%+4,084+84.5%Added
Ethic Inc.8,988$664.4K0.01%+2,078+30.1%Added
Caxton Associates LLP9,012$666.2K0.02%+2,230+32.9%Added
Haven Private, LLC9,030$667.5K0.29%+3,010+50.0%Added
M&T Bank Corp9,047$668.8K0.00%+2,416+36.4%Added
Rothschild Investment LLC9,067$670.2K0.04%+5,824+179.6%Added
Daiwa Securities Group Inc.9,263$684.7K0.00%+9,263New
Snowden Capital Advisors LLC9,306$687.9K0.02%+3,245+53.5%Added
HB Wealth Management, LLC9,415$696.0K0.00%+4,542+93.2%Added
Edmp, Inc.9,727$719.0K0.58%+3,237+49.9%Added
Mirabella Financial Services LLP9,976$737.4K0.07%+6,703+204.8%Added
Maltese Capital Management LLC10,000$739.2K0.15%−26,600−72.7%Reduced
GAMMA Investing LLC10,180$752.5K0.04%+3,169+45.2%Added
Ensign Peak Advisors, Inc10,229$756.1K0.00%+4,123+67.5%Added
Morningstar Investment Management LLC10,368$766.4K0.05%+10,368New
Impact Partnership Wealth, LLC10,558$780.4K0.10%+10,558New
Empowered Funds, LLC10,630$785.8K0.01%+10,630New
Essential Partners LLC11,179$826.4K0.28%+4,093+57.8%Added
Securian Asset Management, Inc11,240$830.9K0.03%+3,819+51.5%Added
Crossmark Global Holdings, Inc.11,405$843.1K0.01%+3,594+46.0%Added
Pinnacle Financial Partners, Inc.11,833$874.7K0.01%+3,982+50.7%Added
Capital Fund Management S.A.11,907$880.2K0.01%+11,907New
Persistent Asset Partners Ltd11,994$886.6K0.34%+767+6.8%Added
Cornerstone Investment Partners, LLC12,076$892.7K0.04%+4,497+59.3%Added
Federated Hermes, Inc.12,122$896.1K0.00%+3,934+48.0%Added
TT International Asset Management LTD12,472$921.9K0.10%+10,789+641.1%Added
Chicago Partners Investment Group LLC12,108$936.8K0.02%+7,375+155.8%Added
Public Employees Retirement Association of Colorado12,681$937.0K0.00%+4,227+50.0%Added
Polymer Capital Management (US) LLC12,773$944.2K0.14%+4,826+60.7%Added
Krilogy Financial LLC11,724$946.8K0.03%+4,307+58.1%Added
Swiss Life Asset Management Ltd13,115$969.5K0.00%+5,937+82.7%Added
ING Groep NV13,500$997.9K0.01%+4,500+50.0%Added
Hillsdale Investment Management Inc.13,540$1.00M0.03%+13,540New
Sequoia Financial Advisors, LLC13,563$1.00M0.01%+836+6.6%Added
Concurrent Investment Advisors, LLC13,682$1.01M0.01%+5,908+76.0%Added
United Capital Financial Advisers, LLC13,918$1.03M0.01%+4,791+52.5%Added
Bull Harbor Capital LLC13,951$1.03M0.28%+13,951New
Hancock Whitney Corp13,196$1.04M0.02%+5,175+64.5%Added
Plancorp, LLC13,774$1.06M0.03%+4,580+49.8%Added
Delphi Management Inc14,453$1.07M1.28%+1,959+15.7%Added
Twin Capital Management Inc14,709$1.09M0.14%+5,079+52.7%Added
Pallas Capital Advisors LLC14,798$1.09M0.04%+5,442+58.2%Added
Bank of New Hampshire14,961$1.11M0.25%+4,951+49.5%Added
JBF Capital, Inc.15,000$1.11M0.16%+5,000+50.0%Added
Eagle Rock Investment Company, LLC15,112$1.12M0.16%+15,112New
Wiley Bros.-Aintree Capital, LLC15,195$1.12M0.01%+4,999+49.0%Added
Sanctuary Advisors, LLC15,410$1.14M0.01%+5,825+60.8%Added
Rockefeller Capital Management L.P.15,559$1.15M0.00%+5,563+55.7%Added
Lighthouse Investment Partners, LLC15,577$1.15M0.04%−32,376−67.5%Reduced
Tributary Capital Management, LLC15,717$1.16M0.11%+5,345+51.5%Added
South Dakota Investment Council16,045$1.19M0.02%−12,652−44.1%Reduced
Centiva Capital, LP16,354$1.21M0.06%+16,354New
RSM US Wealth Management LLC16,756$1.24M0.02%+4,839+40.6%Added
Coldstream Capital Management Inc17,109$1.26M0.02%+5,164+43.2%Added
GWM Advisors LLC17,740$1.31M0.00%+7,308+70.1%Added
Pacer Advisors, Inc.18,109$1.34M0.00%+5,927+48.7%Added
Xponance, Inc.18,115$1.34M0.01%+8,812+94.7%Added
Vestcor Inc18,732$1.39M0.04%+9,358+99.8%Added
Alyeska Investment Group, L.P.18,957$1.40M0.00%−647,102−97.2%Reduced
Tanaka Capital Management Inc19,090$1.41M2.36%+6,362+50.0%Added
Mackenzie Financial Corp19,609$1.45M0.00%+7,050+56.1%Added
HighTower Advisors, LLC19,983$1.48M0.00%+10,676+114.7%Added
Calamos Advisors LLC20,464$1.51M0.01%−5,337−20.7%Reduced
Polianta Ltd20,600$1.52M0.20%+20,600New
QRG Capital Management, Inc.21,012$1.55M0.02%+7,654+57.3%Added
Commerce Bank21,406$1.58M0.01%+5,988+38.8%Added
Integrated Wealth Concepts LLC21,462$1.59M0.01%+16,817+362.0%Added
Buckingham Strategic Partners21,617$1.60M0.02%+12,033+125.6%Added
Atria Investments LLC21,833$1.61M0.02%+7,259+49.8%Added
Zurich Insurance Group Ltd22,050$1.63M0.01%+7,350+50.0%Added
Merit Financial Group, LLC22,075$1.63M0.01%+12,437+129.0%Added
Sivia Capital Partners, LLC22,217$1.64M0.32%+16,189+268.6%Added
Gradient Investments LLC22,304$1.65M0.03%+22,304New
Quantum Private Wealth, LLC22,351$1.65M0.51%+7,450+50.0%Added
Arrowstreet Capital, Limited Partnership22,642$1.67M0.00%+22,642New
Riverwater Partners LLC23,279$1.72M0.57%+12,797+122.1%Added
Toroso Investments, LLC23,284$1.72M0.01%+8,566+58.2%Added
Brighton Jones LLC23,356$1.73M0.04%+23,356New
Axq Capital, LP23,736$1.75M0.23%+20,415+614.7%Added
Pictet Asset Management Holding SA24,034$1.78M0.00%+9,123+61.2%Added
Kovitz Investment Group Partners, LLC24,159$1.79M0.04%+7,631+46.2%Added
Lecap Asset Management Ltd24,538$1.81M0.68%+13,523+122.8%Added
Zions Bancorporation, National Association24,673$1.82M0.12%−1,449−5.5%Reduced
Neuberger Berman Group LLC25,023$1.85M0.00%+9,429+60.5%Added
Brown Advisory Inc25,221$1.86M0.00%+8,435+50.3%Added
Park Avenue Securities LLC25,767$1.91M0.01%+7,341+39.8%Added
Summit Trail Advisors, LLC26,049$1.93M0.03%+14,153+119.0%Added
Jones Financial Companies LLLP27,163$1.93M0.00%+26,876+9,364.5%Added
Illinois Municipal Retirement Fund26,128$1.93M0.02%+10,302+65.1%Added
Quadrant Capital Group LLC26,170$1.93M0.06%+20,358+350.3%Added
Truist Financial Corp26,332$1.95M0.00%+9,041+52.3%Added
Harbor Capital Advisors, Inc.26,377$1.95M0.16%+9,520+56.5%Added
Federation des caisses Desjardins du Quebec28,083$2.08M0.01%+5,299+23.3%Added
O'Shaughnessy Asset Management, LLC28,545$2.11M0.01%+9,935+53.4%Added
AIA Group Ltd30,360$2.24M0.03%+30,360New