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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
BNP Paribas Arbitrage, SA675,530$49.9M0.03%+285,736+73.3%Added
New York State Common Retirement Fund689,714$51.0M0.07%+72,770+11.8%Added
Point72 Asset Management, L.P.726,138$53.7M0.09%+726,138New
UBS Group AG785,075$58.0M0.01%+416,769+113.2%Added
Victory Capital Management Inc869,575$64.3M0.04%+242,851+38.7%Added
Vanguard Fiduciary Trust Co940,283$69.5M0.02%+940,283New
Principal Financial Group Inc1,075,067$79.5M0.04%+351,146+48.5%Added
Goldman Sachs Group Inc1,111,958$82.2M0.01%+176,013+18.8%Added
Fuller & Thaler Asset Management, Inc.1,218,982$90.1M0.30%+628,033+106.3%Added
Fiera Capital Corp1,225,145$90.6M0.31%+420,536+52.3%Added
Qube Research & Technologies Ltd1,264,455$93.5M0.13%+765,084+153.2%Added
Marshall Wace, LLP1,292,478$95.5M0.10%+7,672+0.6%Added
GW&K Investment Management, LLC1,307,745$96.7M0.85%+410,344+45.7%Added
Charles Schwab Investment Management Inc1,333,385$98.6M0.02%+491,634+58.4%Added
Jacobs Levy Equity Management, Inc1,364,978$100.9M0.42%+1,364,978New
Bank of New York Mellon Corp1,367,474$101.1M0.02%+394,863+40.6%Added
Nomura Asset Management International Inc.1,462,639$108.1M0.19%+488,811+50.2%Added
Northern Trust Corp1,529,587$113.1M0.01%+527,491+52.6%Added
Fisher Asset Management, LLC1,687,811$124.8M0.04%+489,776+40.9%Added
Bank of America Corp1,875,501$138.6M0.01%+693,437+58.7%Added
Morgan Stanley1,974,628$146.0M0.01%+569,425+40.5%Added
Dimensional Fund Advisors LP2,616,616$193.4M0.04%+890,810+51.6%Added
Capital Research Global Investors2,797,955$206.8M0.03%+589,467+26.7%Added
Geode Capital Management, LLC2,851,460$210.8M0.01%+1,006,825+54.6%Added
Earnest Partners LLC3,690,114$272.8M1.12%+1,152,138+45.4%Added
Wellington Management Group LLP3,698,168$273.4M0.05%+369,150+11.1%Added
Stifel Financial Corp3,775,258$279.1M0.26%+1,489,893+65.2%Added
Boston Partners4,240,380$313.5M0.33%+1,917,119+82.5%Added
Alliancebernstein L.P.2,707,099$339.0M0.11%+584,332+27.5%Added
State Street Corp4,652,555$343.9M0.01%+1,589,077+51.9%Added
Vanguard Capital Management LLC6,647,564$491.4M0.01%+6,647,564New
Vanguard Portfolio Management LLC7,123,755$526.6M0.03%+7,123,755New
FMR LLC8,136,211$601.4M0.03%+2,618,629+47.5%Added
AQR Capital Management LLC8,469,863$622.1M0.28%+5,576,013+192.7%Added
BlackRock, Inc.14,487,418$1.07B0.02%+5,152,613+55.2%Added
Ceredex Value Advisors LLC0$00.00%−184,850−100.0%Sold out
Diamond Hill Capital Management Inc0$00.00%−159,989−100.0%Sold out
Alberta Investment Management Corp0$00.00%−146,000−100.0%Sold out
Agf Management Ltd0$00.00%−128,815−100.0%Sold out
Moore Capital Management, LP0$00.00%−89,344−100.0%Sold out
Holocene Advisors, LP0$00.00%−79,567−100.0%Sold out
FJ Capital Management LLC0$00.00%−58,497−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−46,000−100.0%Sold out
Verition Fund Management LLC0$00.00%−42,740−100.0%Sold out
EAM Investors, LLC0$00.00%−41,604−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−34,271−100.0%Sold out
Karl Kapital LLC0$00.00%−26,529−100.0%Sold out
Twinbeech Capital LP0$00.00%−22,500−100.0%Sold out
Pinnbrook Capital Management LP0$00.00%−17,529−100.0%Sold out
Oak Thistle LLC0$00.00%−17,439−100.0%Sold out
Quest Partners LLC0$00.00%−16,259−100.0%Sold out
T. Rowe Price Investment Management, Inc.0$00.00%−15,711−100.0%Sold out
AMG National Trust Bank0$00.00%−9,441−100.0%Sold out
Integrated Quantitative Investments LLC0$00.00%−9,346−100.0%Sold out
Toronto Dominion Bank0$00.00%−8,701−100.0%Sold out
Virtu Financial LLC0$00.00%−7,707−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−6,939−100.0%Sold out
Versor Investments LP0$00.00%−6,677−100.0%Sold out
Cynosure Management, LLC0$00.00%−3,941−100.0%Sold out
Covenant Partners, LLC0$00.00%−3,872−100.0%Sold out
AlphaGrep UK Ltd0$00.00%−3,693−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−3,631−100.0%Sold out
Aaron Wealth Advisors0$00.00%−3,406−100.0%Sold out
Forum Financial Management, LP0$00.00%−3,387−100.0%Sold out
HighPoint Advisor Group LLC0$00.00%−3,152−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−3,131−100.0%Sold out
Busey Wealth Management0$00.00%−3,006−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−2,725−100.0%Sold out
Integrated Advisors Network LLC0$00.00%−2,707−100.0%Sold out
Sage Mountain Advisors LLC0$00.00%−2,659−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−2,379−100.0%Sold out
Hilltop Holdings Inc.0$00.00%−2,110−100.0%Sold out
Intellus Advisors LLC0$00.00%−2,092−100.0%Sold out
111 Capital0$00.00%−2,037−100.0%Sold out
Trueblood Wealth Management, LLC0$00.00%−1,900−100.0%Sold out
Sapient Capital LLC0$00.00%−1,861−100.0%Sold out
Leo Wealth, LLC0$00.00%−1,818−100.0%Sold out
Savvy Advisors, Inc.0$00.00%−1,790−100.0%Sold out
BTG Pactual Asset Management US LLC0$00.00%−1,776−100.0%Sold out
First Bank & Trust0$00.00%−1,732−100.0%Sold out
Keeler & Nadler Financial Planning & Wealth Management0$00.00%−1,721−100.0%Sold out
EP Wealth Advisors, LLC0$00.00%−1,717−100.0%Sold out
Rafferty Asset Management, LLC0$00.00%−1,711−100.0%Sold out
Sagespring Wealth Partners, LLC0$00.00%−1,704−100.0%Sold out
Keystone Financial Services0$00.00%−1,662−100.0%Sold out
Next Level Private LLC0$00.00%−1,630−100.0%Sold out
US Asset Management LLC0$00.00%−1,629−100.0%Sold out
Financial & Tax Architects, LLC0$00.00%−1,614−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−941−100.0%Sold out
Quarry LP0$00.00%−917−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−273−100.0%Sold out
Elyxium Wealth, LLC0$00.00%−188−100.0%Sold out
Concord Wealth Partners0$00.00%−100−100.0%Sold out
IFC & Insurance Marketing, Inc.0$00.00%−50−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−47−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−46−100.0%Sold out
Optiver Holding B.V.0$00.00%−33−100.0%Sold out
Costello Asset Management, INC0$00.00%−30−100.0%Sold out
Golden State Wealth Management, LLC0$00.00%−17−100.0%Sold out
McGuire Capital Advisors Inc0$00.00%−13−100.0%Sold out