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 |
|---|---|---|---|---|---|
| CIBC Bancorp USA Inc. | 4,055 | $282.9K | 0.00% | +157+4.0% | Added |
| ETF Store, Inc. | 4,008 | $279.6K | 0.23% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 3,896 | $271.8K | 0.00% | +120+3.2% | Added |
| Kestra Private Wealth Services, LLC | 3,894 | $271.7K | 0.00% | +2+0.1% | Added |
| Old National Bancorp | 3,879 | $270.6K | 0.01% | −2,376−38.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,861 | $269.4K | 0.00% | +100+2.7% | Added |
| Peapack Gladstone Financial Corp | 3,855 | $269.0K | 0.00% | −100−2.5% | Reduced |
| First Commonwealth Financial Corp | 3,844 | $268.2K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 3,826 | $266.9K | 0.00% | −166−4.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,815 | $266.2K | 0.00% | −163−4.1% | Reduced |
| Ballentine Partners, LLC | 3,790 | $264.4K | 0.00% | +684+22.0% | Added |
| Midwest Trust Co | 3,779 | $263.7K | 0.00% | 00.0% | Unchanged |
| Trust Point Inc. | 3,714 | $259.1K | 0.02% | −2,911−43.9% | Reduced |
| Horizon Investments, LLC | 3,695 | $257.8K | 0.00% | +551+17.5% | Added |
| 111 Capital | 3,675 | $256.4K | 0.04% | +3,675 | New |
| Exchange Traded Concepts, LLC | 3,667 | $255.8K | 0.00% | +570+18.4% | Added |
| Essex Financial Services, Inc. | 3,666 | $255.8K | 0.01% | −1,367−27.2% | Reduced |
| Capstone Investment Advisors, LLC | 3,642 | $254.1K | 0.00% | −3,087−45.9% | Reduced |
| Icon Wealth Advisors, LLC | 3,629 | $253.2K | 0.02% | −30−0.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,299 | $249.9K | 0.01% | −5,399−62.1% | Reduced |
| 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 |
| Meiji Yasuda Asset Management Co Ltd. | 3,518 | $245.5K | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,449 | $240.6K | 0.00% | +3,449 | New |
| Parallel Advisors, LLC | 3,421 | $238.7K | 0.00% | −1,244−26.7% | Reduced |
| Citizens Financial Group Inc | 3,406 | $237.7K | 0.00% | −1,781−34.3% | Reduced |
| Country Trust Bank | 3,375 | $235.5K | 0.00% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 3,299 | $230.2K | 0.04% | −1,247−27.4% | Reduced |
| Signaturefd, LLC | 3,210 | $224.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,203 | $223.5K | 0.01% | −141−4.2% | Reduced |
| Atomi Financial Group, Inc. | 3,199 | $223.2K | 0.01% | −752−19.0% | Reduced |
| Serenity Investment Advisors | 2,789 | $222.8K | 0.09% | −595−17.6% | Reduced |
| Eurizon Capital SGR S.p.A. | 3,244 | $221.2K | 0.00% | +42+1.3% | Added |
| Maridea Wealth Management LLC | 3,107 | $216.8K | 0.02% | +3,107 | New |
| Moody Aldrich Partners LLC | 3,086 | $215.3K | 0.04% | −8−0.3% | Reduced |
| Readystate Asset Management LP | 3,079 | $214.8K | 0.01% | +3,079 | New |
| Grant Private Wealth Management Inc | 3,075 | $214.5K | 0.09% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 3,061 | $213.6K | 0.05% | +3,061 | New |
| Winebrenner Capital Management LLC | 3,060 | $213.5K | 0.13% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,979 | $207.8K | 0.01% | +2,979 | New |
| EverSource Wealth Advisors, LLC | 2,912 | $203.2K | 0.01% | −2,697−48.1% | Reduced |
| Zacks Investment Management | 2,895 | $202.0K | 0.00% | −82,058−96.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,821 | $196.8K | 0.00% | −645−18.6% | Reduced |
| Evelyn Partners Group Ltd | 2,769 | $193.2K | 0.00% | +2,769 | New |
| Umb Bank N A | 2,719 | $189.7K | 0.00% | +50+1.9% | Added |
| Farther Finance Advisors, LLC | 2,669 | $185.8K | 0.00% | −1,401−34.4% | Reduced |
| Johnson Financial Group, Inc. | 2,530 | $176.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,482 | $173.2K | 0.00% | −4,446−64.2% | Reduced |
| Versant Capital Management, Inc | 2,433 | $169.8K | 0.02% | −119−4.7% | Reduced |
| Global Retirement Partners, LLC | 2,361 | $164.7K | 0.00% | +2,361 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,167 | $151.2K | 0.00% | −511−19.1% | Reduced |
| Acropolis Investment Management, LLC | 2,137 | $149.1K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,124 | $148.2K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 2,011 | $140.3K | 0.03% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,864 | $130.1K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,810 | $126.0K | 0.00% | −104−5.4% | Reduced |
| Hamilton Capital Partners Inc. | 1,663 | $116.0K | 0.00% | −795−32.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,631 | $113.8K | 0.00% | −2,754−62.8% | Reduced |
| DekaBank Deutsche Girozentrale | 1,489 | $108.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,201 | $83.8K | 0.00% | −15−1.2% | Reduced |
| Nomura Asset Management Co Ltd | 1,149 | $80.2K | 0.00% | −743−39.3% | Reduced |
| Bessemer Group Inc | 1,051 | $74.0K | 0.00% | +42+4.2% | Added |
| Mather Group, LLC. | 1,056 | $73.7K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,053 | $73.5K | 0.00% | −606−36.5% | Reduced |
| Essential Partners LLC | 1,024 | $71.4K | 0.03% | −10,155−90.8% | Reduced |
| Bruce G. Allen Investments, LLC | 1,023 | $71.4K | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 988 | $68.9K | 0.00% | +496+100.8% | Added |
| Harbour Investments, Inc. | 904 | $63.1K | 0.00% | −29−3.1% | Reduced |
| Montag A & Associates Inc | 877 | $61.2K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 818 | $57.9K | 0.00% | +403+97.1% | Added |
| Smartleaf Asset Management LLC | 846 | $57.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 805 | $56.2K | 0.01% | −471−36.9% | Reduced |
| Huntington National Bank | 685 | $47.8K | 0.00% | +86+14.4% | Added |
| Pinnacle Holdings, LLC | 679 | $47.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 662 | $46.2K | 0.00% | −54−7.5% | Reduced |
| Quent Capital, LLC | 659 | $46.0K | 0.00% | −336−33.8% | Reduced |
| Park Place Capital Corp | 658 | $45.9K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 583 | $40.7K | 0.02% | −3,259−84.8% | Reduced |
| NBC Securities, Inc. | 577 | $40.3K | 0.00% | +183+46.4% | Added |
| Wellington-Altus USA Inc. | 505 | $37.3K | 0.03% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 500 | $34.9K | 0.00% | +143+40.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 481 | $34.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 455 | $31.7K | 0.00% | +455 | New |
| Danske Bank A/S | 451 | $31.5K | 0.00% | +1+0.2% | Added |
| True Wealth Design, LLC | 449 | $31.3K | 0.01% | −473−51.3% | Reduced |
| Fortitude Family Office, LLC | 405 | $28.3K | 0.01% | +142+54.0% | Added |
| Spire Wealth Management | 403 | $28.1K | 0.00% | +403 | New |
| Clearstead Advisors, LLC | 386 | $26.9K | 0.00% | −3,493−90.0% | Reduced |
| V-Square Quantitative Management LLC | 348 | $24.3K | 0.00% | +45+14.9% | Added |
| Cedar Mountain Advisors, LLC | 337 | $23.5K | 0.00% | +337 | New |
| Alpine Bank Wealth Management | 337 | $23.5K | 0.00% | +337 | New |
| Basecamp Wealth Advisors LLC | 334 | $23.3K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 318 | $22.2K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 288 | $20.1K | 0.00% | +156+118.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 284 | $19.8K | 0.00% | +7+2.5% | Added |
| Salomon & Ludwin, LLC | 259 | $18.6K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 253 | $17.7K | 0.00% | −67−20.9% | Reduced |
| Concord Wealth Partners | 250 | $17.4K | 0.00% | +250 | New |
| ZRC Wealth Management, LLC | 237 | $16.5K | 0.00% | +215+977.3% | Added |
| Covestor Ltd | 234 | $16.0K | 0.01% | −154−39.7% | Reduced |