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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 5,033 | $372.0K | 0.02% | +1,925+61.9% | Added |
| Sterling Capital Management LLC | 4,975 | $367.8K | 0.01% | −885−15.1% | Reduced |
| Shelton Capital Management | 4,947 | $365.6K | 0.01% | +1,490+43.1% | Added |
| ISAM Funds (UK) Ltd | 4,934 | $364.7K | 0.18% | +1,467+42.3% | Added |
| IFP Advisors, Inc | 4,926 | $364.1K | 0.01% | +2,014+69.2% | Added |
| Beese Fulmer Investment Management, Inc. | 4,896 | $361.9K | 0.02% | +2,680+120.9% | Added |
| CIBC Asset Management Inc | 4,882 | $360.9K | 0.00% | +1,627+50.0% | Added |
| Daymark Wealth Partners, LLC | 4,840 | $357.8K | 0.01% | +4,840 | New |
| 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 |
| Everence Capital Management Inc | 4,799 | $355.0K | 0.02% | +2,569+115.2% | Added |
| TD Asset Management Inc | 4,800 | $354.8K | 0.00% | +1,088+29.3% | Added |
| Roberts Glore & Co Inc | 4,739 | $350.3K | 0.10% | +1,699+55.9% | Added |
| Transcend Wealth Collective, LLC | 4,738 | $350.2K | 0.03% | +2,595+121.1% | Added |
| Fulton Bank, N.A. | 4,681 | $346.0K | 0.01% | +1,529+48.5% | Added |
| Dundas Partners LLP | 4,676 | $345.6K | 0.03% | +877+23.1% | Added |
| Parallel Advisors, LLC | 4,665 | $344.9K | 0.01% | +1,456+45.4% | Added |
| KBC Group NV | 4,639 | $343.0K | 0.00% | +1,546+50.0% | Added |
| GenTrust, LLC | 4,638 | $342.8K | 0.01% | +3,014+185.6% | Added |
| HCR Wealth Advisors | 4,578 | $338.4K | 0.04% | +1,542+50.8% | Added |
| Formidable Asset Management, LLC | 2,700 | $338.1K | 0.05% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,562 | $337.2K | 0.08% | −3,772−45.3% | Reduced |
| Drive Wealth Management, LLC | 4,546 | $336.0K | 0.07% | +1,478+48.2% | Added |
| Impact Capital Partners LLC | 4,539 | $335.5K | 0.10% | +1,538+51.2% | Added |
| Prevail Innovative Wealth Advisors, LLC | 4,500 | $332.6K | 0.06% | +4,500 | New |
| Pinnacle Associates Ltd | 4,444 | $328.5K | 0.00% | +2,220+99.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,422 | $326.8K | 0.02% | +2,198+98.8% | Added |
| Ronald Blue Trust, Inc. | 4,407 | $325.7K | 0.00% | +1,538+53.6% | Added |
| Legacy Capital Wealth Partners, LLC | 4,396 | $324.9K | 0.07% | +1,519+52.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 4,385 | $324.1K | 0.00% | −4,175−48.8% | Reduced |
| Integrated Investment Consultants, LLC | 4,365 | $322.7K | 0.07% | +1,178+37.0% | Added |
| North Dakota State Investment Board | 4,334 | $320.4K | 0.01% | +802+22.7% | Added |
| DRW Securities, LLC | 4,220 | $311.9K | 0.02% | +4,220 | New |
| Stephens Inc | 4,192 | $309.9K | 0.00% | +1,397+50.0% | Added |
| QTR Family Wealth, LLC | 3,749 | $302.4K | 0.13% | +1,859+98.4% | Added |
| Farther Finance Advisors, LLC | 4,070 | $301.1K | 0.00% | +1,302+47.0% | Added |
| Advisor Group Holdings, Inc. | 4,052 | $299.5K | 0.00% | +777+23.7% | Added |
| ETF Store, Inc. | 4,008 | $296.3K | 0.29% | +1,336+50.0% | Added |
| Greenleaf Trust | 3,992 | $295.1K | 0.00% | +1,350+51.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 3,978 | $294.1K | 0.00% | −1,433−26.5% | Reduced |
| Atomi Financial Group, Inc. | 3,951 | $292.1K | 0.01% | +1,095+38.3% | Added |
| Peapack Gladstone Financial Corp | 3,955 | $292.0K | 0.00% | +1,334+50.9% | Added |
| Gsa Capital Partners LLP | 3,903 | $289.0K | 0.02% | +3,903 | New |
| CIBC Bancorp USA Inc. | 3,898 | $288.1K | 0.00% | +3,898 | New |
| Kestra Private Wealth Services, LLC | 3,892 | $287.7K | 0.00% | +1,227+46.0% | Added |
| Clearstead Advisors, LLC | 3,879 | $286.7K | 0.00% | +1,676+76.1% | Added |
| First Commonwealth Financial Corp | 3,844 | $284.1K | 0.05% | +1,280+49.9% | Added |
| Caitlin John, LLC | 3,842 | $284.0K | 0.17% | −161−4.0% | Reduced |
| Icon Wealth Advisors, LLC | 3,659 | $283.0K | 0.02% | +1,220+50.0% | Added |
| Jackson Thornton Asset Management, LLC | 3,659 | $282.6K | 0.03% | +1,467+66.9% | Added |
| Midwest Trust Co | 3,779 | $279.3K | 0.00% | +1,259+50.0% | Added |
| Commonwealth Equity Services, LLC | 3,776 | $279.1K | 0.00% | +1,206+46.9% | Added |
| Mount Yale Investment Advisors, LLC | 3,761 | $278.0K | 0.01% | +3,761 | New |
| R Squared Ltd | 3,753 | $277.4K | 0.15% | −202−5.1% | Reduced |
| MQS Management LLC | 3,749 | $277.1K | 0.19% | +3,749 | New |
| Kera Capital Partners, Inc. | 3,691 | $272.8K | 0.03% | +773+26.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,518 | $260.1K | 0.01% | +1,181+50.5% | Added |
| Northwestern Mutual Wealth Management Co | 3,466 | $256.2K | 0.00% | +1,210+53.6% | Added |
| Knightsbridge Asset Management, LLC | 3,397 | $251.1K | 0.03% | +1,791+111.5% | Added |
| Country Trust Bank | 3,375 | $249.5K | 0.00% | +1,125+50.0% | Added |
| Profund Advisors LLC | 3,344 | $247.2K | 0.01% | +1,164+53.4% | Added |
| Serenity Investment Advisors | 3,384 | $245.6K | 0.12% | +1,128+50.0% | Added |
| Princeton Capital Management LLC | 3,300 | $243.9K | 0.07% | +1,100+50.0% | Added |
| Anb Bank | 3,297 | $243.7K | 0.10% | +1,118+51.3% | Added |
| Diversify Wealth Management, LLC | 3,149 | $243.6K | 0.00% | +3,149 | New |
| Smith, Moore & Co. | 3,285 | $242.8K | 0.02% | +786+31.5% | Added |
| Principal Securities, Inc. | 3,274 | $242.0K | 0.00% | +1,348+70.0% | Added |
| CAPROCK Group, Inc. | 3,234 | $239.1K | 0.01% | −558−14.7% | Reduced |
| Lido Advisors, LLC | 3,230 | $238.8K | 0.00% | +1,460+82.5% | Added |
| Walleye Trading LLC | 3,217 | $237.8K | 0.00% | +1,900+144.3% | Added |
| Signaturefd, LLC | 3,210 | $237.3K | 0.00% | +1,478+85.3% | Added |
| Horizon Investments, LLC | 3,144 | $232.4K | 0.00% | −59,945−95.0% | Reduced |
| Eurizon Capital SGR S.p.A. | 3,202 | $231.7K | 0.00% | +122+4.0% | Added |
| Evelyn Partners Investment Management Services Ltd | 3,120 | $230.6K | 0.03% | +1,040+50.0% | Added |
| Ballentine Partners, LLC | 3,106 | $229.6K | 0.00% | +859+38.2% | Added |
| Exchange Traded Concepts, LLC | 3,097 | $228.9K | 0.00% | +213+7.4% | Added |
| Moody Aldrich Partners LLC | 3,094 | $228.7K | 0.04% | +984+46.6% | Added |
| NewEdge Wealth, LLC | 3,080 | $227.7K | 0.00% | +1,180+62.1% | Added |
| Grant Private Wealth Management Inc | 3,075 | $227.3K | 0.12% | +1,025+50.0% | Added |
| Winebrenner Capital Management LLC | 3,060 | $226.2K | 0.15% | +1,020+50.0% | Added |
| waypoint wealth counsel | 3,039 | $224.6K | 0.12% | +960+46.2% | Added |
| Vise Technologies, Inc. | 1,751 | $219.3K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 2,927 | $216.4K | 0.01% | +2,927 | New |
| Worldquant Millennium Advisors LLC | 2,919 | $215.8K | 0.00% | +2,919 | New |
| PCM Encore, LLC | 2,876 | $212.6K | 0.04% | +984+52.0% | Added |
| Baker Avenue Asset Management, LP | 2,825 | $208.8K | 0.00% | +2,825 | New |
| Sage Rhino Capital LLC | 2,737 | $202.3K | 0.04% | +978+55.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,678 | $198.0K | 0.00% | +367+15.9% | Added |
| Umb Bank N A | 2,669 | $197.3K | 0.00% | +980+58.0% | Added |
| Acadian Asset Management LLC | 2,672 | $197.0K | 0.00% | +2,672 | New |
| Versant Capital Management, Inc | 2,552 | $188.6K | 0.02% | +1,232+93.3% | Added |
| Johnson Financial Group, Inc. | 2,530 | $187.0K | 0.01% | +843+50.0% | Added |
| Hamilton Capital Partners Inc. | 2,458 | $181.7K | 0.01% | +819+50.0% | Added |
| SRS Capital Advisors, Inc. | 2,404 | $177.7K | 0.01% | +1,704+243.4% | Added |
| Acropolis Investment Management, LLC | 2,137 | $158.0K | 0.01% | +2,137 | New |
| TD Private Client Wealth LLC | 2,124 | $157.0K | 0.00% | +916+75.8% | Added |
| Hilltop National Bank | 2,011 | $148.7K | 0.04% | +670+50.0% | Added |
| Kemnay Advisory Services Inc. | 1,920 | $141.9K | 0.02% | +905+89.2% | Added |
| Hantz Financial Services, Inc. | 1,914 | $141.0K | 0.00% | +440+29.9% | Added |
| Nomura Asset Management Co Ltd | 1,892 | $139.9K | 0.00% | +606+47.1% | Added |