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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
Transcend Wealth Collective, LLC4,294$299.6K0.02%−444−9.4%Reduced
Integrated Investment Consultants, LLC4,345$303.2K0.06%−20−0.5%Reduced
Stephens Inc4,355$303.8K0.00%+163+3.9%Added
Integrated Advisors Network LLC4,389$306.2K0.01%+4,389New
North Dakota State Investment Board4,409$307.6K0.01%+75+1.7%Added
Impact Capital Partners LLC4,441$309.8K0.08%−98−2.2%Reduced
Ronald Blue Trust, Inc.4,456$310.9K0.00%+49+1.1%Added
Sterling Capital Management LLC4,485$312.9K0.01%−490−9.8%Reduced
HCR Wealth Advisors4,554$317.7K0.03%−24−0.5%Reduced
Simplex Trading, LLC4,577$319.3K0.01%+4,577New
Fulton Bank, N.A.4,612$321.8K0.01%−69−1.5%Reduced
Avise Financial Cooperative, Inc.4,663$325.3K0.23%−610−11.6%Reduced
Vestcor Inc4,671$326.0K0.01%−14,061−75.1%Reduced
Roberts Glore & Co Inc4,697$327.7K0.08%−42−0.9%Reduced
Intrust Bank NA4,729$329.9K0.02%−359−7.1%Reduced
Legacy Capital Wealth Partners, LLC4,756$331.8K0.06%+360+8.2%Added
Syon Capital LLC4,798$334.8K0.01%−935−16.3%Reduced
Everence Capital Management Inc4,799$335.0K0.02%00.0%Unchanged
Warren Averett Asset Management, LLC4,857$338.9K0.00%−3,744−43.5%Reduced
Prevail Innovative Wealth Advisors, LLC4,870$339.8K0.05%+370+8.2%Added
Vident Advisory, LLC4,881$340.6K0.00%−198−3.9%Reduced
CIBC Asset Management Inc4,882$340.6K0.00%00.0%Unchanged
Sowell Financial Services LLC4,928$343.8K0.01%−144−2.8%Reduced
Shelton Capital Management4,946$345.1K0.01%−10.0%Reduced
Princeton Capital Management LLC5,000$348.9K0.08%+1,700+51.5%Added
Ethic Inc.5,037$351.4K0.00%−3,951−44.0%Reduced
Cordatus Wealth Management LLC5,080$354.4K0.08%+5,080New
Radnor Capital Management, LLC5,109$356.5K0.05%−2,500−32.9%Reduced
First Fiduciary Investment Counsel, Inc.5,175$361.0K0.07%00.0%Unchanged
KBC Group NV5,176$361.0K0.00%+537+11.6%Added
Prospera Financial Services Inc5,193$362.3K0.01%+5,193New
Aviva PLC5,228$364.8K0.00%−28−0.5%Reduced
Perigon Wealth Management, LLC5,284$368.7K0.01%−852−13.9%Reduced
Keybank National Association5,328$371.7K0.00%−650−10.9%Reduced
Blair William & Co5,393$376.2K0.00%−3,524−39.5%Reduced
HB Wealth Management, LLC5,404$377.0K0.00%−4,011−42.6%Reduced
Larson Financial Group LLC5,467$381.4K0.01%+111+2.1%Added
NewEdge Wealth, LLC5,471$381.7K0.00%+2,391+77.6%Added
Brighton Jones LLC5,526$385.5K0.01%−17,830−76.3%Reduced
Nykredit A/S5,544$386.8K0.00%+5,544New
Venturi Wealth Management, LLC5,652$394.3K0.02%−1,431−20.2%Reduced
Mirabella Financial Services LLP5,653$394.4K0.04%−4,323−43.3%Reduced
CSS LLC5,670$395.6K0.02%+5,670New
Clark Capital Management Group, Inc.5,723$399.3K0.00%+20.0%Added
Susquehanna International Group, LLP5,776$403.0K0.00%+5,776New
Connable Office Inc5,873$409.8K0.04%−377−6.0%Reduced
Parkside Financial Bank & Trust5,902$411.8K0.03%+610+11.5%Added
Caxton Associates LLP6,008$419.2K0.01%−3,004−33.3%Reduced
IFP Advisors, Inc6,018$419.9K0.01%+1,092+22.2%Added
ProShare Advisors LLC6,052$422.2K0.00%−65−1.1%Reduced
Cambridge Investment Research Advisors, Inc.6,139$428.0K0.00%+112+1.9%Added
Callan Family Office, LLC6,234$434.9K0.01%−1,096−15.0%Reduced
Detalus Advisors, LLC6,300$439.6K0.09%00.0%Unchanged
Buckingham Strategic Partners6,349$443.0K0.00%−15,268−70.6%Reduced
Fifth Third Wealth Advisors LLC6,398$446.4K0.01%+496+8.4%Added
Ritholtz Wealth Management6,409$447.2K0.01%+1,329+26.2%Added
Whitener Capital Management, Inc.6,427$448.4K0.09%−35−0.5%Reduced
Resources Investment Advisors, LLC.6,466$451.1K0.00%+123+1.9%Added
Rothschild Investment LLC6,497$453.3K0.02%−2,570−28.3%Reduced
Stratos Wealth Partners, LTD.6,757$471.4K0.00%+216+3.3%Added
Nisa Investment Advisors, LLC6,760$471.6K0.00%+1,348+24.9%Added
Jane Street Group, LLC7,140$498.2K0.00%−424,767−98.3%Reduced
Ci Investments Inc.7,148$498.7K0.00%−62−0.9%Reduced
IMC-Chicago, LLC7,290$508.6K0.00%+1,143+18.6%Added
Advisor Group Holdings, Inc.7,323$510.9K0.00%+3,271+80.7%Added
Yorktown Management & Research Co Inc7,350$512.8K0.31%00.0%Unchanged
Oppenheimer & Co Inc7,497$523.1K0.01%+7,497New
MAI Capital Management7,690$536.5K0.00%+1,943+33.8%Added
DnB Asset Management AS7,738$539.9K0.00%+397+5.4%Added
Utah Retirement Systems7,777$542.6K0.01%−173−2.2%Reduced
Studio Investment Management LLC7,948$554.5K0.09%−34−0.4%Reduced
Bull Harbor Capital LLC7,966$555.8K0.11%−5,985−42.9%Reduced
CWM Advisors, LLC8,001$558.2K0.02%+8,001New
Private Advisor Group, LLC8,021$559.6K0.00%−123−1.5%Reduced
Maryland State Retirement & Pension System8,147$568.4K0.01%+1,189+17.1%Added
Empowered Funds, LLC8,186$571.1K0.00%−2,444−23.0%Reduced
Fiduciary Trust Co8,198$572.0K0.01%−40.0%Reduced
Merit Financial Group, LLC8,328$581.1K0.00%−13,747−62.3%Reduced
Baird Financial Group, Inc.8,331$581.3K0.00%+116+1.4%Added
Rehmann Capital Advisory Group8,349$582.5K0.03%+411+5.2%Added
WBI Investments8,370$584.0K0.14%+3,540+73.3%Added
Diversified Trust Co8,385$585.0K0.01%+8,385New
Snowden Capital Advisors LLC8,470$590.9K0.01%−836−9.0%Reduced
First National Advisers, LLC8,598$599.9K0.08%+151+1.8%Added
National Asset Management, Inc.8,865$602.6K0.03%−71−0.8%Reduced
Quadrant Capital Group LLC8,675$605.3K0.02%−17,495−66.9%Reduced
Toroso Investments, LLC8,955$624.8K0.00%−14,329−61.5%Reduced
Haven Private, LLC9,030$630.0K0.24%00.0%Unchanged
Chicago Partners Investment Group LLC8,014$637.6K0.01%−4,094−33.8%Reduced
Machina Capital S.A.S.9,332$651.1K0.10%+1,544+19.8%Added
Swiss Life Asset Management Ltd9,386$654.9K0.00%−3,729−28.4%Reduced
M&T Bank Corp9,630$671.9K0.00%+583+6.4%Added
Edmp, Inc.9,728$678.7K0.55%+10.0%Added
Virginia Retirement Systems Et Al10,000$697.7K0.00%+10,000New
Sanctuary Advisors, LLC10,144$707.7K0.00%−5,266−34.2%Reduced
HighTower Advisors, LLC10,346$721.8K0.00%−9,637−48.2%Reduced
Gsa Capital Partners LLP10,364$723.0K0.05%+6,461+165.5%Added
GAMMA Investing LLC10,492$732.0K0.03%+312+3.1%Added
Aster Capital Management (DIFC) Ltd10,818$754.8K0.16%+10,215+1,694.0%Added
J.M. Arbour, LLC10,949$763.9K0.66%+2,164+24.6%Added