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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, Q2 2026

Institutional positions in Stifel Financial Corp as of Jun 30, 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
596
−31 vs. Q1 2026
Shares held
138.1M
+1.39M (+1.0%) vs. Q1 2026
Total value
$9.64B
−$593.2M (−5.8%) vs. Q1 2026
New holders
61
191 more added
Sold out
92
259 more reduced

8 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 596 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 heldQ2 2026: $9.64B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q1 2026.

Institutions holding SF in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.1$00.00%+1New
Navigoe, LLC4$00.00%+4New
Measured Wealth Private Client Group, LLC0$120.00%−274−100.0%Reduced
Quaker Wealth Management, LLC1$700.00%−3−75.0%Reduced
TFC Financial Management1$700.00%00.0%Unchanged
SBI Securities Co., Ltd.1$700.00%00.0%Unchanged
Medallion Wealth Advisors, LLC1$700.00%+1New
Raffa Wealth Management, LLC2$1400.00%−2−50.0%Reduced
Maryland Capital Advisors Inc.2$1400.00%+2New
Motco3$2090.00%+3New
Valued Wealth Advisors LLC3$2150.00%00.0%Unchanged
CoreCap Advisors, LLC4$2790.00%−5−55.6%Reduced
American Capital Advisory, LLC5$3490.00%+2+66.7%Added
Trust Co6$4190.00%00.0%Unchanged
DecisionPoint Financial, LLC6$4320.00%+6New
Bogart Wealth, LLC8$5580.00%+8New
Transamerica Financial Advisors, Inc.9$6270.00%−77−89.5%Reduced
Nemes Rush Group LLC9$6280.00%00.0%Unchanged
Bokf, NA9$6280.00%+9New
GHP Investment Advisors, Inc.10$6980.00%00.0%Unchanged
Financial Management Professionals, Inc.10$6980.00%00.0%Unchanged
LRI Investments, LLC11$7670.00%+11New
Bare Financial Services, Inc12$8370.00%00.0%Unchanged
International Assets Investment Management, LLC12$8620.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.14$9770.00%−2−12.5%Reduced
CX Institutional14$1.00K0.00%00.0%Unchanged
Kilter Group LLC15$1.05K0.00%00.0%Unchanged
AdvisorNet Financial, Inc15$1.05K0.00%+5+50.0%Added
UMA Financial Services, Inc.18$1.26K0.00%−37−67.3%Reduced
Principia Wealth Advisory, LLC19$1.33K0.00%00.0%Unchanged
Hughes Financial Services, LLC21$1.47K0.00%−1−4.5%Reduced
Atlas Capital Advisors LLC24$1.67K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC25$1.74K0.00%00.0%Unchanged
HFM Investment Advisors, LLC25$1.75K0.00%+12+92.3%Added
Albion Financial Group27$1.88K0.00%00.0%Unchanged
SHP Wealth Management28$1.95K0.00%−19−40.4%Reduced
Bay Harbor Wealth Management, LLC28$1.95K0.00%+11+64.7%Added
Avion Wealth29$2.00K0.00%+2+7.4%Added
TD Capital Management LLC29$2.01K0.00%00.0%Unchanged
High Note Wealth, LLC30$2.09K0.00%−6−16.7%Reduced
Cromwell Holdings LLC30$2.09K0.00%+16+114.3%Added
Sachetta, LLC30$2.09K0.00%00.0%Unchanged
Ares Financial Consulting, LLC31$2.16K0.00%00.0%Unchanged
Highline Wealth Partners LLC32$2.23K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.34$2.37K0.00%00.0%Unchanged
Rialto Wealth Management, LLC34$2.37K0.00%+12+54.5%Added
Dunhill Financial, LLC36$2.51K0.00%−2−5.3%Reduced
Moisand Fitzgerald Tamayo, LLC37$2.58K0.00%00.0%Unchanged
Manchester Capital Management LLC39$2.72K0.00%+5+14.7%Added
Prestige Wealth Management Group LLC41$2.86K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC48$3.00K0.00%00.0%Unchanged
Private Trust Co NA45$3.15K0.00%00.0%Unchanged
Manning & Napier Advisors LLC54$3.67K0.00%+54New
Steigerwald, Gordon & Koch Inc.55$3.84K0.00%00.0%Unchanged
Private Wealth Management Group, LLC58$4.05K0.00%00.0%Unchanged
IMA Wealth, Inc.58$4.05K0.00%+21+56.8%Added
Creative Capital Management Investments LLC59$4.12K0.00%+59New
Plante Moran Financial Advisors, LLC60$4.19K0.00%+6+11.1%Added
Signature Equity Partners, LLC63$4.38K0.00%+18+40.0%Added
Cornerstone Planning Group LLC56$4.44K0.00%−56−50.0%Reduced
Rossby Financial, LCC70$4.88K0.00%−1−1.4%Reduced
Cape Investment Advisory, Inc.71$4.95K0.00%+71New
Millstone Evans Group, LLC72$5.02K0.00%00.0%Unchanged
North Star Investment Management Corp.73$5.07K0.00%−8−9.9%Reduced
Activest Wealth Management74$5.16K0.00%−390−84.1%Reduced
WealthCollab, LLC76$5.30K0.00%00.0%Unchanged
Webster Bank, N. A.76$5.30K0.00%+13+20.6%Added
South State Corp.77$5.37K0.00%00.0%Unchanged
Daytona Street Capital LLC72$5.42K0.00%00.0%Unchanged
American National Bank82$5.72K0.00%00.0%Unchanged
First Horizon Corp82$5.72K0.00%+82New
Bell Investment Advisors, Inc84$5.86K0.00%−7−7.7%Reduced
Arlington Trust Co LLC85$5.93K0.00%00.0%Unchanged
Torren Management, LLC85$5.95K0.00%00.0%Unchanged
Continuum Advisory, LLC86$6.00K0.00%+86New
BOK Financial Private Wealth, Inc.87$6.07K0.00%+87New
Whittier Trust Co86$6.46K0.00%+86New
Retirement Wealth Solutions LLC94$6.54K0.00%−10−9.6%Reduced
Basepoint Wealth LLC104$7.23K0.00%+1+1.0%Added
Silver Grove Financial Group, Inc.120$8.37K0.00%+120New
Atlantic Trust, LLC124$8.65K0.00%+124New
WPG Advisers, LLC129$9.00K0.01%−48−27.1%Reduced
Farmers & Merchants Investments Inc133$9.28K0.00%00.0%Unchanged
Action Point Financial Planning, LLC140$9.56K0.00%+140New
Wealth Enhancement Trust Services, Inc.139$9.70K0.00%+130+1,444.4%Added
Frazier Financial Advisors, LLC141$9.84K0.00%00.0%Unchanged
Dogwood Wealth Management LLC145$10.1K0.00%−23−13.7%Reduced
Boreal Capital Management LLC145$10.1K0.01%00.0%Unchanged
Owl Creek Wealth Partners LLC149$10.4K0.00%+15+11.2%Added
CVA Family Office, LLC167$11.7K0.00%−46−21.6%Reduced
Oakworth Capital, Inc.186$13.0K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc176$13.2K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC205$14.3K0.00%00.0%Unchanged
Creative Financial Designs Inc213$14.9K0.00%00.0%Unchanged
Central Trust Co220$15.3K0.00%00.0%Unchanged
Salem Investment Counselors Inc225$15.7K0.00%00.0%Unchanged
Covestor Ltd234$16.0K0.01%−154−39.7%Reduced
ZRC Wealth Management, LLC237$16.5K0.00%+215+977.3%Added
Concord Wealth Partners250$17.4K0.00%+250New
JPL Wealth Management, LLC253$17.7K0.00%−67−20.9%Reduced