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 |
|---|---|---|---|---|---|
| Financial Consulate, Inc | 1,864 | $137.8K | 0.02% | +621+50.0% | Added |
| RWM Asset Management, LLC | 1,852 | $136.9K | 0.01% | +1,852 | New |
| Westpac Banking Corp | 1,659 | $122.6K | 0.01% | +1,659 | New |
| State of Wyoming | 1,654 | $122.3K | 0.01% | +538+48.2% | Added |
| Root Financial Partners, LLC | 1,523 | $112.6K | 0.01% | +1,123+280.8% | Added |
| DekaBank Deutsche Girozentrale | 1,489 | $110.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,276 | $94.3K | 0.01% | +752+143.5% | Added |
| Brown Brothers Harriman & Co | 1,216 | $89.9K | 0.00% | +405+49.9% | Added |
| Advisory Services Network, LLC | 1,112 | $82.2K | 0.00% | +1,112 | New |
| Mather Group, LLC. | 1,056 | $78.1K | 0.00% | +1,056 | New |
| Bayforest Capital Ltd | 1,053 | $77.8K | 0.09% | +880+508.7% | Added |
| Bruce G. Allen Investments, LLC | 1,023 | $75.6K | 0.05% | +330+47.6% | Added |
| Bessemer Group Inc | 1,009 | $74.0K | 0.00% | +119+13.4% | Added |
| Quent Capital, LLC | 995 | $73.5K | 0.01% | +409+69.8% | Added |
| Harbour Investments, Inc. | 933 | $69.0K | 0.00% | +851+1,037.8% | Added |
| True Wealth Design, LLC | 922 | $68.2K | 0.02% | +452+96.2% | Added |
| Montag A & Associates Inc | 877 | $64.8K | 0.00% | +292+49.9% | Added |
| Smartleaf Asset Management LLC | 846 | $60.8K | 0.00% | +74+9.6% | Added |
| Wealth Preservation Advisors, LLC | 805 | $59.5K | 0.05% | +805 | New |
| Cullen/Frost Bankers, Inc. | 790 | $58.4K | 0.00% | +390+97.5% | Added |
| Aster Capital Management (DIFC) Ltd | 603 | $56.8K | 0.02% | −124−17.1% | Reduced |
| Massmutual Trust Co FSB | 716 | $52.9K | 0.00% | +250+53.6% | Added |
| Pinnacle Holdings, LLC | 679 | $50.2K | 0.02% | +225+49.6% | Added |
| Park Place Capital Corp | 658 | $48.6K | 0.01% | +219+49.9% | Added |
| Huntington National Bank | 599 | $44.3K | 0.00% | +199+49.8% | Added |
| Wellington Grp LLC | 500 | $37.0K | 0.01% | +137+37.7% | Added |
| HM Payson & Co | 492 | $36.4K | 0.00% | +164+50.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 481 | $36.0K | 0.00% | +160+49.8% | Added |
| Wellington-Altus USA Inc. | 505 | $35.2K | 0.02% | +150+42.3% | Added |
| Activest Wealth Management | 464 | $34.3K | 0.01% | +222+91.7% | Added |
| Danske Bank A/S | 450 | $33.3K | 0.00% | −1,150−71.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 415 | $30.7K | 0.00% | +138+49.8% | Added |
| NBC Securities, Inc. | 394 | $29.1K | 0.00% | +131+49.8% | Added |
| Covestor Ltd | 388 | $29.0K | 0.02% | −202−34.2% | Reduced |
| Keating Financial Advisory Services, Inc. | 357 | $26.4K | 0.00% | +113+46.3% | Added |
| Basecamp Wealth Advisors LLC | 334 | $24.7K | 0.01% | +111+49.8% | Added |
| JPL Wealth Management, LLC | 320 | $23.7K | 0.01% | +320 | New |
| Osterweis Capital Management Inc | 318 | $23.5K | 0.00% | +106+50.0% | Added |
| V-Square Quantitative Management LLC | 303 | $22.4K | 0.00% | +122+67.4% | Added |
| MidFirst Bank | 280 | $20.7K | 0.00% | +93+49.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 277 | $20.5K | 0.00% | +66+31.3% | Added |
| Measured Wealth Private Client Group, LLC | 274 | $20.3K | 0.01% | −363−57.0% | Reduced |
| Fortitude Family Office, LLC | 263 | $19.4K | 0.00% | +101+62.3% | Added |
| Salomon & Ludwin, LLC | 259 | $19.2K | 0.00% | +86+49.7% | Added |
| Salem Investment Counselors Inc | 225 | $16.6K | 0.00% | +225 | New |
| Central Trust Co | 220 | $16.3K | 0.00% | +71+47.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 215 | $15.9K | 0.00% | +71+49.3% | Added |
| Creative Financial Designs Inc | 213 | $15.7K | 0.00% | +70+49.0% | Added |
| CVA Family Office, LLC | 213 | $15.7K | 0.00% | +196+1,152.9% | Added |
| Strategic Wealth Partners, Ltd. | 208 | $15.4K | 0.00% | +208 | New |
| JFS Wealth Advisors, LLC | 205 | $15.2K | 0.00% | +73+55.3% | Added |
| First Pacific Financial | 200 | $14.8K | 0.00% | +114+132.6% | Added |
| Oakworth Capital, Inc. | 186 | $13.7K | 0.00% | +62+50.0% | Added |
| WPG Advisers, LLC | 177 | $13.1K | 0.01% | +30+20.4% | Added |
| Whittier Trust Co of Nevada Inc | 176 | $12.9K | 0.00% | +109+162.7% | Added |
| Dogwood Wealth Management LLC | 168 | $12.4K | 0.01% | +71+73.2% | Added |
| Boreal Capital Management LLC | 145 | $10.7K | 0.01% | +48+49.5% | Added |
| Frazier Financial Advisors, LLC | 141 | $10.4K | 0.01% | +47+50.0% | Added |
| Owl Creek Wealth Partners LLC | 134 | $9.91K | 0.00% | +134 | New |
| Farmers & Merchants Investments Inc | 133 | $9.83K | 0.00% | +41+44.6% | Added |
| Global X Japan Co., Ltd. | 132 | $9.76K | 0.00% | +132 | New |
| Twin Peaks Wealth Advisors, LLC | 125 | $9.24K | 0.00% | +125 | New |
| Cornerstone Planning Group LLC | 112 | $8.71K | 0.00% | +38+51.4% | Added |
| Retirement Wealth Solutions LLC | 104 | $7.72K | 0.00% | +37+55.2% | Added |
| Basepoint Wealth LLC | 103 | $7.63K | 0.00% | +35+51.5% | Added |
| Sunbelt Securities, Inc. | 93 | $6.88K | 0.00% | +31+50.0% | Added |
| Bell Investment Advisors, Inc | 91 | $6.73K | 0.00% | −15−14.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 86 | $6.43K | 0.00% | +44+104.8% | Added |
| Torren Management, LLC | 85 | $6.29K | 0.00% | −1,673−95.2% | Reduced |
| Arlington Trust Co LLC | 85 | $6.28K | 0.00% | +85 | New |
| American National Bank | 82 | $6.06K | 0.00% | +27+49.1% | Added |
| North Star Investment Management Corp. | 81 | $6.01K | 0.00% | +2+2.5% | Added |
| South State Corp. | 77 | $5.69K | 0.00% | +30+63.8% | Added |
| WealthCollab, LLC | 76 | $5.62K | 0.00% | +25+49.0% | Added |
| Daytona Street Capital LLC | 72 | $5.41K | 0.00% | +24+50.0% | Added |
| Millstone Evans Group, LLC | 72 | $5.32K | 0.00% | +24+50.0% | Added |
| Rossby Financial, LCC | 71 | $5.25K | 0.00% | +69+3,450.0% | Added |
| Webster Bank, N. A. | 63 | $4.66K | 0.00% | +21+50.0% | Added |
| Private Wealth Management Group, LLC | 58 | $4.29K | 0.00% | +19+48.7% | Added |
| UMA Financial Services, Inc. | 55 | $4.07K | 0.00% | +14+34.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 55 | $4.07K | 0.00% | +18+48.6% | Added |
| Capital Advisors, Ltd. LLC | 48 | $4.00K | 0.00% | +16+50.0% | Added |
| Plante Moran Financial Advisors, LLC | 54 | $3.99K | 0.00% | +18+50.0% | Added |
| SHP Wealth Management | 47 | $3.48K | 0.00% | +30+176.5% | Added |
| Private Trust Co NA | 45 | $3.33K | 0.00% | +15+50.0% | Added |
| Signature Equity Partners, LLC | 45 | $3.30K | 0.00% | +15+50.0% | Added |
| Prestige Wealth Management Group LLC | 41 | $3.03K | 0.00% | +13+46.4% | Added |
| True Link Financial Advisors, LLC | 39 | $2.88K | 0.00% | +39 | New |
| Dunhill Financial, LLC | 38 | $2.86K | 0.00% | +36+1,800.0% | Added |
| Innovative Asset Advisors Group, LLC | 38 | $2.81K | 0.00% | +38 | New |
| Moisand Fitzgerald Tamayo, LLC | 37 | $2.74K | 0.00% | +12+48.0% | Added |
| IMA Wealth, Inc. | 37 | $2.73K | 0.00% | +8+27.6% | Added |
| High Note Wealth, LLC | 36 | $2.66K | 0.00% | −3−7.7% | Reduced |
| Manchester Capital Management LLC | 34 | $2.51K | 0.00% | +11+47.8% | Added |
| DiNuzzo Private Wealth, Inc. | 34 | $2.51K | 0.00% | +11+47.8% | Added |
| Highline Wealth Partners LLC | 32 | $2.37K | 0.00% | +20+166.7% | Added |
| Ares Financial Consulting, LLC | 31 | $2.29K | 0.00% | +10+47.6% | Added |
| Sachetta, LLC | 30 | $2.22K | 0.00% | +4+15.4% | Added |
| TD Capital Management LLC | 29 | $2.12K | 0.00% | +29 | New |
| Addison Advisors LLC | 28 | $2.07K | 0.00% | +9+47.4% | Added |