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, 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Stifel Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 259 | $18.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 284 | $19.8K | 0.00% | +7+2.5% | Added |
| Global X Japan Co., Ltd. | 288 | $20.1K | 0.00% | +156+118.2% | Added |
| Osterweis Capital Management Inc | 318 | $22.2K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 334 | $23.3K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 337 | $23.5K | 0.00% | +337 | New |
| Alpine Bank Wealth Management | 337 | $23.5K | 0.00% | +337 | New |
| V-Square Quantitative Management LLC | 348 | $24.3K | 0.00% | +45+14.9% | Added |
| Clearstead Advisors, LLC | 386 | $26.9K | 0.00% | −3,493−90.0% | Reduced |
| Spire Wealth Management | 403 | $28.1K | 0.00% | +403 | New |
| Fortitude Family Office, LLC | 405 | $28.3K | 0.01% | +142+54.0% | Added |
| True Wealth Design, LLC | 449 | $31.3K | 0.01% | −473−51.3% | Reduced |
| Danske Bank A/S | 451 | $31.5K | 0.00% | +1+0.2% | Added |
| Altshuler Shaham Ltd | 455 | $31.7K | 0.00% | +455 | New |
| JTC Employer Solutions Trusteee Ltd | 481 | $34.0K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 500 | $34.9K | 0.00% | +143+40.1% | Added |
| Wellington-Altus USA Inc. | 505 | $37.3K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 577 | $40.3K | 0.00% | +183+46.4% | Added |
| Caitlin John, LLC | 583 | $40.7K | 0.02% | −3,259−84.8% | Reduced |
| Park Place Capital Corp | 658 | $45.9K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 659 | $46.0K | 0.00% | −336−33.8% | Reduced |
| Massmutual Trust Co FSB | 662 | $46.2K | 0.00% | −54−7.5% | Reduced |
| Pinnacle Holdings, LLC | 679 | $47.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 685 | $47.8K | 0.00% | +86+14.4% | Added |
| SJS Investment Consulting Inc. | 805 | $56.2K | 0.01% | −471−36.9% | Reduced |
| Smartleaf Asset Management LLC | 846 | $57.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 818 | $57.9K | 0.00% | +403+97.1% | Added |
| Montag A & Associates Inc | 877 | $61.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 904 | $63.1K | 0.00% | −29−3.1% | Reduced |
| HM Payson & Co | 988 | $68.9K | 0.00% | +496+100.8% | Added |
| Bruce G. Allen Investments, LLC | 1,023 | $71.4K | 0.05% | 00.0% | Unchanged |
| Essential Partners LLC | 1,024 | $71.4K | 0.03% | −10,155−90.8% | Reduced |
| Westpac Banking Corp | 1,053 | $73.5K | 0.00% | −606−36.5% | Reduced |
| Mather Group, LLC. | 1,056 | $73.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,051 | $74.0K | 0.00% | +42+4.2% | Added |
| Nomura Asset Management Co Ltd | 1,149 | $80.2K | 0.00% | −743−39.3% | Reduced |
| Brown Brothers Harriman & Co | 1,201 | $83.8K | 0.00% | −15−1.2% | Reduced |
| DekaBank Deutsche Girozentrale | 1,489 | $108.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,631 | $113.8K | 0.00% | −2,754−62.8% | Reduced |
| Hamilton Capital Partners Inc. | 1,663 | $116.0K | 0.00% | −795−32.3% | Reduced |
| Hantz Financial Services, Inc. | 1,810 | $126.0K | 0.00% | −104−5.4% | Reduced |
| Financial Consulate, Inc | 1,864 | $130.1K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 2,011 | $140.3K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,124 | $148.2K | 0.00% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,137 | $149.1K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,167 | $151.2K | 0.00% | −511−19.1% | Reduced |
| Global Retirement Partners, LLC | 2,361 | $164.7K | 0.00% | +2,361 | New |
| Versant Capital Management, Inc | 2,433 | $169.8K | 0.02% | −119−4.7% | Reduced |
| Allworth Financial LP | 2,482 | $173.2K | 0.00% | −4,446−64.2% | Reduced |
| Johnson Financial Group, Inc. | 2,530 | $176.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,669 | $185.8K | 0.00% | −1,401−34.4% | Reduced |
| Umb Bank N A | 2,719 | $189.7K | 0.00% | +50+1.9% | Added |
| Evelyn Partners Group Ltd | 2,769 | $193.2K | 0.00% | +2,769 | New |
| Northwestern Mutual Wealth Management Co | 2,821 | $196.8K | 0.00% | −645−18.6% | Reduced |
| Zacks Investment Management | 2,895 | $202.0K | 0.00% | −82,058−96.6% | Reduced |
| EverSource Wealth Advisors, LLC | 2,912 | $203.2K | 0.01% | −2,697−48.1% | Reduced |
| Proficio Capital Partners LLC | 2,979 | $207.8K | 0.01% | +2,979 | New |
| Winebrenner Capital Management LLC | 3,060 | $213.5K | 0.13% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 3,061 | $213.6K | 0.05% | +3,061 | New |
| Grant Private Wealth Management Inc | 3,075 | $214.5K | 0.09% | 00.0% | Unchanged |
| Readystate Asset Management LP | 3,079 | $214.8K | 0.01% | +3,079 | New |
| Moody Aldrich Partners LLC | 3,086 | $215.3K | 0.04% | −8−0.3% | Reduced |
| Maridea Wealth Management LLC | 3,107 | $216.8K | 0.02% | +3,107 | New |
| Eurizon Capital SGR S.p.A. | 3,244 | $221.2K | 0.00% | +42+1.3% | Added |
| Serenity Investment Advisors | 2,789 | $222.8K | 0.09% | −595−17.6% | Reduced |
| Atomi Financial Group, Inc. | 3,199 | $223.2K | 0.01% | −752−19.0% | Reduced |
| Profund Advisors LLC | 3,203 | $223.5K | 0.01% | −141−4.2% | Reduced |
| Signaturefd, LLC | 3,210 | $224.0K | 0.00% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 3,299 | $230.2K | 0.04% | −1,247−27.4% | Reduced |
| Country Trust Bank | 3,375 | $235.5K | 0.00% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 3,406 | $237.7K | 0.00% | −1,781−34.3% | Reduced |
| Parallel Advisors, LLC | 3,421 | $238.7K | 0.00% | −1,244−26.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,449 | $240.6K | 0.00% | +3,449 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,518 | $245.5K | 0.01% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 3,030 | $249.6K | 0.00% | −119−3.8% | Reduced |
| Diversify Advisory Services, LLC | 3,030 | $249.6K | 0.00% | +3,030 | New |
| NorthCrest Asset Manangement, LLC | 3,299 | $249.9K | 0.01% | −5,399−62.1% | Reduced |
| Icon Wealth Advisors, LLC | 3,629 | $253.2K | 0.02% | −30−0.8% | Reduced |
| Capstone Investment Advisors, LLC | 3,642 | $254.1K | 0.00% | −3,087−45.9% | Reduced |
| Essex Financial Services, Inc. | 3,666 | $255.8K | 0.01% | −1,367−27.2% | Reduced |
| Exchange Traded Concepts, LLC | 3,667 | $255.8K | 0.00% | +570+18.4% | Added |
| 111 Capital | 3,675 | $256.4K | 0.04% | +3,675 | New |
| Horizon Investments, LLC | 3,695 | $257.8K | 0.00% | +551+17.5% | Added |
| Trust Point Inc. | 3,714 | $259.1K | 0.02% | −2,911−43.9% | Reduced |
| Midwest Trust Co | 3,779 | $263.7K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,790 | $264.4K | 0.00% | +684+22.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 3,815 | $266.2K | 0.00% | −163−4.1% | Reduced |
| Greenleaf Trust | 3,826 | $266.9K | 0.00% | −166−4.2% | Reduced |
| First Commonwealth Financial Corp | 3,844 | $268.2K | 0.04% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 3,855 | $269.0K | 0.00% | −100−2.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,861 | $269.4K | 0.00% | +100+2.7% | Added |
| Old National Bancorp | 3,879 | $270.6K | 0.01% | −2,376−38.0% | Reduced |
| Kestra Private Wealth Services, LLC | 3,894 | $271.7K | 0.00% | +2+0.1% | Added |
| Commonwealth Equity Services, LLC | 3,896 | $271.8K | 0.00% | +120+3.2% | Added |
| ETF Store, Inc. | 4,008 | $279.6K | 0.23% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 4,055 | $282.9K | 0.00% | +157+4.0% | Added |
| Pinnacle Financial Partners, Inc. | 4,058 | $283.1K | 0.00% | −7,775−65.7% | Reduced |
| Krilogy Financial LLC | 4,110 | $286.8K | 0.01% | −7,614−64.9% | Reduced |
| Storgate, LLC | 4,274 | $298.2K | 0.06% | +4,274 | New |
| Formidable Asset Management, LLC | 4,050 | $299.4K | 0.05% | +1,350+50.0% | Added |