Stifel FinancialSF
13F holders, Q1 2024 (March 31)432holders
5famous investors
$78.14avg. 13F price*
At the end of Q1 2024, 432 institutions reported holding Stifel Financial Corp. (SF) in their 13F filings. The largest holders were Vanguard Group Inc. ($817.8M), BlackRock Inc. ($703.0M) and Capital Research Global Investors ($476.4M). 5 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Stifel Financial Corp.
- CUSIP
- 860630102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $198.0M |
| Exits | 32 | $23.5M |
Ownership 432 holders
| Vanguard Group Inc. | 0.02% | Add +3.9% | 10,461,734 | $817.8M |
| BlackRock Inc. | 0.02% | Reduce -0.2% | 8,992,710 | $703.0M |
| Capital Research Global Investors | 0.11% | Reduce -0.0% | 6,094,011 | $476.4M |
| State Street Corp. | 0.01% | Add +2.8% | 3,108,309 | $243.0M |
| FMR LLC | 0.02% | Add +17.2% | 3,046,837 | $238.2M |
| Earnest Partners LLC | 1.05% | Add +7.0% | 2,932,059 | $229.2M |
| Morgan Stanley | 0.02% | Add +0.0% | 2,555,975 | $199.8M |
| Alliancebernstein L.P. | 0.06% | Add +1.6% | 2,307,085 | $180.3M |
| Stifel Financial Corp. | 0.20% | Reduce -0.9% | 2,261,981 | $176.8M |
| Macquarie Group Ltd. | 0.18% | Reduce -3.0% | 2,041,468 | $159.6M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -3.8% | 2,000,625 | $156.4M |
| LSV Asset Management | 0.29% | Add +3.3% | 1,799,270 | $140.6M |
| Fuller & Thaler Asset Management, Inc. | 0.60% | Add +6.9% | 1,771,944 | $138.5M |
| Geode Capital Management, LLC | 0.01% | Add +3.9% | 1,627,962 | $127.3M |
| Silvercrest Asset Management Group LLC | 0.74% | Reduce -9.3% | 1,391,723 | $108.8M |
| Fisher Asset Management | 0.05% | Reduce -1.4% | 1,385,242 | $108.3M |
| Principal Financial Group Inc. | 0.06% | Add +12.8% | 1,332,258 | $104.1M |
| Millennium Management | 0.09% | Reduce -49.9% | 1,315,819 | $102.9M |
| GW&K Investment Management, LLC | 0.90% | Reduce -2.1% | 1,301,087 | $101.7M |
| Invesco Ltd. | 0.02% | Add +26.3% | 1,262,478 | $98.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.5% | 1,237,660 | $96.7M |
| Norges Bank | 0.01% | Reduce -1.5% | 1,202,049 | $94.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -3.8% | 1,181,700 | $92.4M |
| Channing Capital Management, LLC | 2.45% | Add +3.6% | 1,170,148 | $91.5M |
| Bank of America Corp. | 0.01% | Add +14.7% | 1,029,500 | $80.5M |
| Northern Trust Corp. | 0.01% | Reduce -9.9% | 922,281 | $72.1M |
| New York State Common Retirement Fund | 0.08% | Add +7.0% | 739,249 | $57.8M |
| Marshall Wace, LLP | 0.10% | New | 736,319 | $57.6M |
| Kennedy Capital Management LLC | 1.13% | Reduce -4.4% | 702,663 | $54.9M |
| T. Rowe Price Investment Management, Inc. | 0.03% | New | 702,575 | $54.9M |
| Fiera Capital Corp | 0.15% | Add +45.4% | 670,527 | $52.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -32.8% | 609,440 | $47.6M |
| Hotchkis & Wiley Capital Management LLC | 0.13% | Reduce -5.7% | 517,384 | $40.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.1% | 505,603 | $39.5M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -6.8% | 474,314 | $37.1M |
| Wellington Management Group LLP | 0.01% | Reduce -5.2% | 454,967 | $35.6M |
| Systematic Financial Management LP | 0.87% | Add +0.1% | 400,486 | $31.3M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.12% | Add +0.1% | 385,759 | $30.2M |
| AQR Capital Management | 0.05% | Reduce -18.8% | 369,828 | $28.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -11.1% | 344,923 | $27.0M |
| Wells Fargo & Company | 0.01% | Add +6.1% | 330,269 | $25.8M |
| Retirement Systems of Alabama | 0.09% | Add +3.9% | 309,794 | $24.2M |
| Rhumbline Advisers | 0.02% | Reduce -13.1% | 283,267 | $22.1M |
| North Reef Capital Management LP | 1.11% | Reduce -4.9% | 271,398 | $21.2M |
| State of Wisconsin Investment Board | 0.05% | Reduce -11.7% | 237,365 | $18.6M |
| Glenmede Trust Co. NA | 0.09% | Add +7.2% | 231,302 | $18.1M |
| Sei Investments Co. | 0.02% | Reduce -4.6% | 210,184 | $16.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.3% | 206,161 | $16.1M |
| Legal & General Group Plc | 0.00% | Reduce -7.2% | 204,840 | $16.0M |
| Swiss National Bank | 0.01% | Reduce -2.6% | 201,313 | $15.7M |
| Peregrine Capital Management LLC | 0.45% | Add +0.0% | 200,181 | $15.6M |
| Axiom Investors LLC | 0.13% | Add +83.9% | 196,305 | $15.3M |
| California Public Employees Retirement System | 0.01% | Reduce -3.7% | 194,926 | $15.2M |
| American Century Companies Inc. | 0.01% | Add +0.6% | 186,291 | $14.6M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -0.1% | 185,396 | $14.5M |
| Poplar Forest Capital LLC | 1.94% | Add +87.1% | 184,632 | $14.4M |
| Guggenheim Capital LLC | 0.10% | Add +26.5% | 177,558 | $13.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -2.9% | 177,460 | $13.9M |
| New York State Teachers Retirement System | 0.03% | Reduce -4.4% | 157,960 | $12.3M |
| Walleye Capital LLC | 0.15% | Reduce -14.1% | 155,554 | $12.2M |
| First Trust Advisors LP | 0.01% | Reduce -70.5% | 154,976 | $12.1M |
| Lazard Asset Management LLC | 0.02% | Reduce -44.6% | 149,518 | $11.7M |
| Credit Suisse AG/ | 0.01% | Reduce -0.3% | 149,454 | $11.7M |
| Assenagon Asset Management S.A. | 0.03% | Add +274.2% | 147,586 | $11.5M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +24.1% | 145,513 | $11.4M |
| Balyasny Asset Management L.P. | 0.03% | New | 143,169 | $11.2M |
| Access Investment Management LLC | 3.67% | No change | 142,302 | $11.1M |
| American International Group, Inc. | 0.04% | Reduce -2.0% | 134,978 | $10.6M |
| Crestwood Advisors Group, LLC | 0.22% | Add +7.2% | 127,551 | $10.0M |
| Royal Bank of Canada | 0.00% | Add +30.6% | 116,590 | $9.1M |
| Agf Management Ltd. | 0.05% | No change | 115,870 | $9.1M |
| Barclays PLC | 0.00% | Add +10.1% | 114,889 | $9.0M |
| Raymond James & Associates | 0.01% | Reduce -2.2% | 113,590 | $8.9M |
| EULAV Asset Management | 0.22% | Reduce -0.0% | 104,470 | $8.2M |
| Oppenheimer Asset Management Inc. | 0.12% | Add +11.5% | 102,349 | $8.0M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +5.2% | 134,977 | $8.0M |
| California State Teachers Retirement System | 0.01% | Reduce -7.5% | 101,681 | $7.9M |
| Mutual of America Capital Management LLC | 0.09% | Reduce -3.8% | 101,185 | $7.9M |
| Victory Capital Management Inc. | 0.01% | Reduce -85.6% | 94,517 | $7.4M |
| Citadel Advisors | 0.01% | New | 93,764 | $7.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +3.4% | 92,496 | $7.2M |
| Schroder Investment Management Group | 0.01% | New | 90,694 | $7.1M |
| Texas Permanent School Fund Corp. | 0.06% | Add +1.3% | 89,266 | $7.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +4.9% | 88,890 | $6.9M |
| STRS Ohio | 0.03% | Add +5.4% | 83,205 | $6.5M |
| Truist Financial Corp. | 0.01% | Add +46.6% | 79,865 | $6.2M |
| Trillium Asset Management, LLC | 0.14% | Add +2.0% | 72,380 | $5.7M |
| Algert Global LLC | 0.22% | No change | 71,760 | $5.6M |
| Castleark Management LLC | 0.23% | New | 69,470 | $5.4M |
| Amalgamated Bank | 0.05% | Add +0.0% | 69,294 | $5.4M |
| Teachers Retirement System of the State of Kentucky | 0.05% | Reduce -7.5% | 68,628 | $5.4M |
| Martingale Asset Management L P | 0.11% | Add +88.5% | 68,136 | $5.3M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -3.1% | 67,290 | $5.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +87.8% | 64,316 | $5.0M |
| Cubist Systematic Strategies, LLC | 0.06% | New | 62,266 | $4.9M |
| Brandywine Oak Private Wealth LLC | 0.49% | No change | 60,043 | $4.7M |
| Dana Investment Advisors, Inc. | 0.16% | Add +198.8% | 59,881 | $4.7M |
| Curi Capital, LLC | 0.11% | Add +7.7% | 58,994 | $4.6M |
| Wesbanco Bank Inc. | 0.17% | New | 58,728 | $4.6M |
| MetLife Investment Management, LLC | 0.03% | Reduce -2.6% | 55,950 | $4.4M |
"% of holder's portfolio" is SF's weight in each manager's 13F, not the share of Stifel Financial Corp. the manager owns.