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 |
| Teacher Retirement System of Texas | 0.03% | Add +135.0% | 55,279 | $4.3M |
| 1492 Capital Management LLC | 2.38% | Reduce -1.0% | 54,643 | $4.3M |
| Federated Hermes, Inc. | 0.01% | Add +2.8% | 54,176 | $4.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 53,211 | $4.2M |
| Pinebridge Investments, L.P. | 0.03% | Reduce -0.5% | 53,165 | $4.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -3.9% | 52,850 | $4.1M |
| US Bancorp \de | 0.01% | Add +8.2% | 52,677 | $4.1M |
| Comerica Bank | 0.02% | Add +7.7% | 52,358 | $4.1M |
| UBS Group AG | 0.00% | Add +18.6% | 52,228 | $4.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.9% | 51,865 | $4.1M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +10.4% | 51,831 | $4.1M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +10.4% | 51,831 | $4.1M |
| Integrated Advisors Network LLC | 0.21% | Reduce -1.0% | 51,561 | $4.0M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -1.9% | 51,274 | $4.0M |
| Campbell & CO Investment Adviser LLC | 0.34% | New | 50,663 | $4.0M |
| Bank of Montreal | 0.00% | Add +1.6% | 49,328 | $3.9M |
| Natixis Advisors, LLC | 0.01% | Add +4.0% | 49,177 | $3.8M |
| Pathstone Holdings, LLC | 0.02% | Add +185.7% | 47,271 | $3.7M |
| Yousif Capital Management, LLC | 0.04% | Reduce -2.2% | 46,404 | $3.6M |
| NFJ Investment Group, LLC | 0.10% | Reduce -17.7% | 46,209 | $3.6M |
| Janus Henderson Group PLC | 0.00% | Reduce -41.6% | 46,118 | $3.6M |
| Prudential Financial Inc. | 0.01% | Add +36.0% | 45,320 | $3.5M |
| LPL Financial LLC | 0.00% | Reduce -7.2% | 43,701 | $3.4M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -4.0% | 43,654 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.2% | 43,107 | $3.4M |
| Stanley-Laman Group, Ltd. | 0.43% | Add +0.5% | 43,005 | $3.4M |
| First National Bank of Omaha | 0.22% | Reduce -4.0% | 33,740 | $3.2M |
| Knights of Columbus Asset Advisors LLC | 0.22% | Reduce -48.8% | 39,023 | $3.1M |
| Cerity Partners LLC | 0.01% | Add +895.2% | 38,635 | $3.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -9.6% | 38,575 | $3.0M |
| Ameritas Investment Partners, Inc. | 0.10% | No change | 37,821 | $3.0M |
| State of Alaska, Department of Revenue | 0.03% | Add +0.1% | 35,837 | $2.8M |
| Man Group plc | 0.01% | Add +15.7% | 35,350 | $2.8M |
| Van Eck Associates Corp. | 0.00% | Add +36.5% | 35,083 | $2.7M |
| Maltese Capital Management LLC | 0.53% | New | 35,000 | $2.7M |
| Regions Financial Corp. | 0.02% | Reduce -0.5% | 33,587 | $2.6M |
| Susquehanna Portfolio Strategies, LLC | 0.06% | Reduce -41.4% | 32,843 | $2.6M |
| Mariner, LLC | 0.01% | Add +0.9% | 32,752 | $2.6M |
| Alaska Permanent Fund Corp | 0.04% | Reduce -19.1% | 32,019 | $2.5M |
| Sit Investment Associates Inc. | 0.06% | Reduce -0.5% | 31,225 | $2.4M |
| Captrust Financial Advisors | 0.01% | Reduce -17.7% | 30,216 | $2.4M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 30,056 | $2.3M |
| Illinois Municipal Retirement Fund | 0.04% | No change | 29,437 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | Add +2.8% | 29,400 | $2.3M |
| MML Investors Services, LLC | 0.01% | Add +1.5% | 29,201 | $2.3M |
| Boston Partners | 0.00% | Reduce -23.7% | 28,801 | $2.3M |
| Los Angeles Capital Management LLC | 0.01% | New | 28,797 | $2.3M |
| Arizona State Retirement System | 0.02% | Reduce -4.4% | 28,031 | $2.2M |
| Oregon Public Employees Retirement Fund | 0.04% | Reduce -12.5% | 25,244 | $2.0M |
| Point72 Hong Kong Ltd | 0.10% | New | 25,185 | $2.0M |
| State of Michigan Retirement System | 0.01% | Add +2.5% | 25,087 | $2.0M |
| Clayton Financial Group LLC | 0.89% | No change | 25,012 | $2.0M |
| Danske Bank A/S | 0.01% | — | 24,543 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.0% | 24,411 | $1.9M |
| Dynamic Technology Lab Private Ltd | 0.20% | New | 23,673 | $1.9M |
| Zions Bancorporation, N.A. | 0.13% | Add +9.4% | 23,379 | $1.8M |
| Quantinno Capital Management LP | 0.04% | Add +10.8% | 23,022 | $1.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Add +0.3% | 22,750 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.7% | 22,692 | $1.8M |
| Twinbeech Capital LP | 0.04% | Reduce -43.2% | 22,629 | $1.8M |
| Delphi Management Inc. | 1.37% | Add +1.7% | 22,602 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.3% | 22,563 | $1.8M |
| Squarepoint Ops LLC | 0.01% | Reduce -85.4% | 22,386 | $1.7M |
| Franklin Resources Inc. | 0.00% | New | 22,316 | $1.7M |
| New Mexico Educational Retirement Board | 0.06% | No change | 21,500 | $1.7M |
| Quantum Private Wealth, LLC | 0.62% | No change | 21,423 | $1.7M |
| AMG National Trust Bank | 0.05% | Add +2.0% | 21,196 | $1.7M |
| Atria Investments, Inc | 0.02% | New | 20,977 | $1.6M |
| Commerce Bank | 0.01% | Reduce -2.7% | 20,867 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -8.6% | 20,523 | $1.6M |
| TD Asset Management Inc | 0.00% | New | 20,400 | $1.6M |
| Prescott Group Capital Management, L.L.C. | 0.26% | No change | 20,326 | $1.6M |
| Wedge Capital Management L L P | 0.03% | New | 19,729 | $1.5M |
| Fifth Third Bancorp | 0.01% | Reduce -4.1% | 19,633 | $1.5M |
| Redwood Investment Management, LLC | 0.14% | New | 19,401 | $1.5M |
| Nomura Holdings Inc. | 0.01% | New | 19,268 | $1.5M |
| Assetmark, Inc. | 0.00% | Add +57.4% | 19,158 | $1.5M |
| SageView Advisory Group, LLC | 0.07% | New | 16,006 | $1.5M |
| EFG Asset Management (North America) Corp. | 0.24% | Add +6.0% | 17,744 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -0.3% | 17,164 | $1.3M |
| Park Avenue Securities LLC | 0.02% | Reduce -0.3% | 17,025 | $1.3M |
| Public Sector Pension Investment Board | 0.01% | No change | 17,000 | $1.3M |
| State of Tennessee, Department of Treasury | 0.00% | No change | 17,000 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | No change | 18,822 | $1.3M |
| Citigroup Inc. | 0.00% | Add +24.0% | 16,092 | $1.3M |
| Mosaic Family Wealth Partners, LLC | 0.21% | No change | 15,964 | $1.2M |
| Tanaka Capital Management Inc. | 3.06% | Add +24.7% | 15,901 | $1.2M |
| Aquatic Capital Management LLC | 0.04% | Reduce -47.0% | 15,900 | $1.2M |
| Handelsbanken Fonder AB | 0.01% | No change | 15,532 | $1.2M |
| QRG Capital Management, Inc. | 0.02% | Reduce -0.5% | 15,503 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Add +0.6% | 15,415 | $1.2M |
| Creative Planning | 0.00% | Add +74.7% | 13,556 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +2.6% | 13,315 | $1.0M |
| Empowered Funds, LLC | 0.02% | Reduce -37.7% | 13,254 | $1.0M |
| Voya Investment Management LLC | 0.00% | Reduce -69.8% | 13,068 | $1.0M |
| Sherbrooke Park Advisers LLC | 0.20% | New | 12,973 | $1.0M |
| Centiva Capital, LP | 0.06% | Add +304.2% | 12,863 | $1.0M |
| Pictet Asset Management Holding SA | 0.00% | Add +1.5% | 12,703 | $993K |
| First Hawaiian Bank | 0.03% | Reduce -2.1% | 12,684 | $992K |
| Tributary Capital Management, LLC | 0.08% | Reduce -21.3% | 12,602 | $985K |
| Moneta Group Investment Advisors LLC | 0.02% | Add +28.8% | 12,507 | $978K |
| Xponance LLC | 0.01% | Add +0.3% | 12,367 | $967K |
| Beverly Hills Private Wealth, LLC | 0.22% | Add +142.5% | 12,193 | $953K |
| Gator Capital Management, LLC | 0.48% | No change | 12,000 | $938K |
| Coldstream Capital Management Inc. | 0.02% | Add +0.7% | 11,744 | $918K |
| Aviva PLC | 0.00% | New | 11,255 | $880K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +7.9% | 13,881 | $853K |
| Two Sigma Advisers, LP | 0.00% | Reduce -33.7% | 10,900 | $852K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -9.9% | 10,875 | $850K |
| Neuberger Berman Group LLC | 0.00% | Reduce -12.0% | 10,397 | $813K |
| D. E. Shaw & Co. | 0.00% | Reduce -57.3% | 10,300 | $805K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +35.0% | 10,227 | $799K |
| AlphaQ Advisors LLC | 0.47% | Reduce -9.1% | 10,000 | $782K |
| JBF Capital, Inc. | 0.13% | No change | 10,000 | $782K |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -29.7% | 9,989 | $781K |
| Cetera Investment Advisers | 0.00% | New | 9,854 | $770K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.2% | 9,832 | $769K |
| Teza Capital Management LLC | 0.10% | Reduce -48.6% | 9,688 | $757K |
| Cresset Asset Management, LLC | 0.00% | Add +4.8% | 9,437 | $738K |
| Snowden Capital Advisors LLC | 0.02% | Add +8.9% | 9,125 | $713K |
| MQS Management LLC | 0.40% | New | 8,996 | $703K |
| Parkside Financial Bank & Trust | 0.11% | Reduce -30.5% | 8,994 | $703K |
| Quadrature Capital Ltd | 0.01% | Reduce -5.1% | 8,904 | $696K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -40.3% | 8,868 | $693K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.9% | 8,359 | $653K |
| Deutsche Bank AG | 0.00% | Add +4.0% | 8,319 | $650K |
| BNP Paribas Financial Markets | 0.00% | Add +16.9% | 8,223 | $643K |
| Detalus Advisors, LLC | 0.23% | Reduce -1.9% | 8,142 | $636K |
| Smith, Moore & Co. | 0.07% | Reduce -17.6% | 8,114 | $634K |
| Dark Forest Capital Management LP | 0.10% | New | 7,812 | $611K |
| Hancock Whitney Corp. | 0.02% | New | 7,562 | $591K |
| Jane Street Group, LLC | 0.00% | Reduce -65.4% | 7,502 | $586K |
| Maryland State Retirement & Pension System | 0.01% | No change | 7,772 | $579K |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.0% | 7,402 | $579K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +1.5% | 7,401 | $579K |
| XTX Topco Ltd | 0.08% | Add +145.7% | 7,345 | $574K |
| Jefferies Financial Group Inc. | 0.01% | New | 7,334 | $573K |
| Pitcairn Co. | 0.04% | Reduce -1.7% | 7,218 | $564K |
| Harbor Capital Advisors, Inc. | 0.07% | New | 7,142 | $558K |
| OMERS ADMINISTRATION Corp | 0.01% | New | 7,100 | $555K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.8% | 7,105 | $555K |
| Ethic Inc. | 0.01% | New | 7,078 | $553K |
| Studio Investment Management LLC | 0.13% | Add +8.4% | 6,971 | $545K |
| HighTower Advisors, LLC | 0.00% | Add +4.7% | 7,010 | $542K |
| HSBC Holdings PLC | 0.00% | Add +0.8% | 6,801 | $531K |
| Keeley-Teton Advisors, LLC | 0.06% | No change | 6,686 | $523K |
| Cornerstone Investment Partners, LLC | 0.03% | Add +0.2% | 6,633 | $519K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -86.1% | 6,510 | $509K |
| First National Advisers, LLC | 0.11% | New | 6,491 | $507K |
| Meritage Portfolio Management | 0.03% | Reduce -5.4% | 6,415 | $501K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -61.9% | 6,404 | $501K |
| Allianz Asset Management GmbH | 0.00% | Add +14.6% | 6,271 | $490K |
| Moody Aldrich Partners LLC | 0.08% | Reduce -0.5% | 6,129 | $479K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.2% | 6,076 | $475K |
| Northeast Investment Management | 0.02% | New | 6,050 | $473K |
| NJ State Employees Deferred Compensation Plan | 0.06% | No change | 6,000 | $469K |
| Corient Private Wealth LP | 0.00% | Add +96.4% | 5,911 | $462K |
| FORA Capital, LLC | 0.04% | New | 5,806 | $454K |
| Capstone Investment Advisors, LLC | 0.02% | New | 5,736 | $448K |
| Connable Office Inc. | 0.05% | Add +0.4% | 5,655 | $442K |
| Shell Asset Management Co. | 0.02% | Reduce -8.9% | 5,123 | $431K |
| Utah Retirement Systems | 0.01% | No change | 5,500 | $430K |
| NorthRock Partners, LLC | 0.02% | Add +4.4% | 5,425 | $424K |
| Integrated Investment Consultants, LLC | 0.12% | Reduce -5.3% | 5,384 | $421K |
| Fox Run Management, L.L.C. | 0.09% | New | 5,275 | $412K |
| ClearAlpha Technologies LP | 0.18% | New | 5,272 | $412K |
| Fulton Bank, N.A. | 0.02% | Add +7.6% | 5,175 | $405K |
| Engineers Gate Manager LP | 0.01% | Reduce -58.4% | 5,141 | $402K |
| Gsa Capital Partners LLP | 0.03% | Reduce -15.1% | 5,071 | $396K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.9% | 5,028 | $393K |
| Qsemble Capital Management, LP | 0.09% | New | 5,009 | $392K |
| ProShare Advisors LLC | 0.00% | Reduce -7.3% | 4,975 | $389K |
| Yorktown Management & Research Co Inc | 0.36% | No change | 4,900 | $383K |
| Radnor Capital Management, LLC | 0.06% | Reduce -6.0% | 4,697 | $367K |
| Shelton Capital Management | 0.01% | Reduce -2.9% | 4,650 | $363K |
| Inspire Investing, LLC | 0.04% | Reduce -17.1% | 4,595 | $359K |
| Panagora Asset Management Inc. | 0.00% | Reduce -64.6% | 4,573 | $357K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.21% | No change | 4,477 | $350K |
| Mirabella Financial Services LLP | 0.03% | New | 4,428 | $346K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 4,377 | $342K |
| Verition Fund Management LLC | 0.00% | New | 4,231 | $331K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.4% | 4,093 | $320K |
| CIBC Private Wealth Group LLC | 0.00% | Add +6.6% | 4,125 | $319K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 4,000 | $313K |
| Wedbush Securities Inc. | 0.01% | New | 3,926 | $307K |
| Pearl River Capital, LLC | 0.05% | New | 3,910 | $306K |
| Baird Financial Group, Inc. | 0.00% | Add +2.7% | 3,900 | $305K |
| Roberts Glore & Co. Inc. | 0.09% | Reduce -6.2% | 3,890 | $304K |
| Covenant Partners, LLC | 0.09% | Reduce -2.6% | 3,872 | $303K |
| Formidable Asset Management, LLC | 0.05% | No change | 3,800 | $297K |
| Cwm, LLC | 0.00% | Reduce -0.3% | 3,711 | $290K |
| Kestra Advisory Services, LLC | 0.00% | Add +15.3% | 3,648 | $285K |
| Boothbay Fund Management, LLC | 0.01% | New | 3,582 | $280K |
| Kapitalo Investimentos Ltda | 0.06% | New | 3,535 | $276K |
| SouthState Bank Corp | 0.02% | No change | 3,500 | $274K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -5.8% | 3,478 | $272K |
| Diametric Capital, LP | 0.15% | New | 3,462 | $271K |
| First Fiduciary Investment Counsel, Inc. | 0.06% | No change | 3,450 | $270K |
| Sapient Capital LLC | 0.01% | Reduce -10.0% | 3,404 | $266K |
| Bridgefront Capital, LLC | 0.20% | New | 3,385 | $265K |
| Deerfield Management Company, L.P. | 0.01% | New | 3,313 | $259K |
| Oak Thistle LLC | 0.23% | New | 3,277 | $256K |
| Trueblood Wealth Management, LLC | 0.14% | No change | 3,234 | $253K |
| GYL Financial Synergies, LLC | 0.02% | New | 3,217 | $251K |
| Rehmann Capital Advisory Group | 0.02% | New | 3,141 | $246K |
| Integrated Wealth Concepts LLC | 0.00% | New | 3,131 | $245K |
| CI Investments Inc. | 0.00% | Add +28.7% | 3,107 | $243K |
| HCR Wealth Advisors | 0.04% | No change | 3,058 | $239K |
| Diversify Advisory Services, LLC | 0.01% | — | 3,065 | $237K |
| HighPoint Advisor Group LLC | 0.02% | Add +1.1% | 2,853 | $236K |
| Perigon Wealth Management, LLC | 0.01% | New | 2,965 | $232K |
| Profund Advisors LLC | 0.01% | New | 2,950 | $231K |
| Sciencast Management LP | 0.14% | Reduce -75.7% | 2,918 | $228K |
| CIBC Asset Management Inc | 0.00% | No change | 2,917 | $228K |
| Harvest Fund Management Co., Ltd | 0.02% | Add +147.4% | 2,915 | $228K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.0% | 2,899 | $227K |
| Osaic Holdings, Inc. | 0.00% | Reduce -89.3% | 2,885 | $226K |
| IFP Advisors, Inc | 0.01% | Add +38.9% | 2,873 | $225K |
| MAI Capital Management | 0.00% | New | 2,867 | $224K |
| Private Advisor Group, LLC | 0.00% | New | 2,855 | $223K |
| Intrust Bank NA | 0.02% | New | 2,827 | $221K |
| Busey Bank | 0.01% | New | 2,810 | $220K |
| Stephens Inc. | 0.00% | New | 2,795 | $218K |
| Farther Finance Advisors, LLC | 0.01% | Add +1442.8% | 2,777 | $215K |
| Parallel Advisors, LLC | 0.01% | Add +0.0% | 2,704 | $211K |
| US Asset Management LLC | 0.19% | New | 2,674 | $209K |
| AIA Group Ltd | 0.01% | Reduce -75.0% | 2,623 | $205K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 2,613 | $204K |
| Forum Financial Management, LP | 0.00% | New | 2,583 | $202K |
| Rwa Wealth Partners, LLC | 0.00% | New | 2,572 | $201K |
| M&T Bank Corp | 0.00% | New | 2,572 | $201K |
| Metis Global Partners, LLC | 0.01% | New | 2,566 | $201K |
| Icon Wealth Advisors, LLC | 0.02% | Add +8.4% | 2,400 | $188K |
| Blue Trust, Inc. | 0.00% | Add +12.3% | 2,387 | $187K |
| KBC Group NV | 0.00% | Add +28.8% | 2,272 | $178K |
| Country Trust Bank | 0.00% | No change | 2,250 | $176K |
| TD Private Client Wealth LLC | 0.01% | Reduce -38.2% | 2,132 | $167K |
| Advisors Asset Management, Inc. | 0.00% | New | 1,873 | $146K |
| Quadrant Capital Group LLC | 0.01% | Add +2.4% | 1,815 | $142K |
| Avior Wealth Management, LLC | 0.01% | New | 1,525 | $119K |
| State of Wyoming | 0.02% | Reduce -6.1% | 1,448 | $113K |
| DekaBank Deutsche Girozentrale | 0.00% | New | 1,489 | $113K |
| Principal Securities, Inc. | 0.00% | Reduce -0.7% | 1,427 | $112K |
| CarsonAllaria Wealth Management, Ltd. | 0.07% | Add +0.6% | 1,374 | $107K |
| Catalyst Funds Management Pty Ltd | 0.03% | — | 1,200 | $94K |
| Hilltop National Bank | 0.03% | — | 1,177 | $92K |
| Signaturefd, LLC | 0.00% | Add +6.0% | 1,092 | $85K |
| Huntington National Bank | 0.00% | Add +22.5% | 866 | $68K |
| Quarry LP | 0.03% | New | 797 | $62K |
| Bessemer Group Inc. | 0.00% | Add +388.3% | 796 | $62K |
| First Horizon Advisors, Inc. | 0.00% | Add +21.3% | 776 | $61K |
| Rothschild Investment LLC | 0.00% | No change | 765 | $60K |
| Bruce G. Allen Investments, LLC | 0.05% | Reduce -1.3% | 750 | $59K |
| Mather Group, Llc. | 0.00% | New | 842 | $58K |
| Park Place Capital Corp | 0.02% | Reduce -46.3% | 743 | $58K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 730 | $57K |
| First Manhattan Co. Llc. | 0.00% | New | 695 | $54K |
| UMB Bank, n.a. | 0.00% | Add +4.5% | 646 | $50K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +2.3% | 619 | $48K |
| Front Row Advisors LLC | 0.02% | New | 617 | $48K |
| Montag A & Associates Inc. | 0.00% | Reduce -22.9% | 585 | $46K |
| NewEdge Advisors, LLC | 0.00% | Reduce -39.8% | 524 | $41K |
| Altshuler Shaham Ltd | 0.00% | Reduce -33.0% | 445 | $35K |
| Covestor Ltd | 0.02% | Add +33.1% | 426 | $33K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 425 | $33K |
| Lindbrook Capital, LLC | 0.00% | Add +6.3% | 408 | $32K |
| Global Retirement Partners, LLC | 0.00% | Add +0.5% | 374 | $29K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 375 | $29K |
| Quent Capital, LLC | 0.00% | Add +14.2% | 354 | $28K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -22.2% | 350 | $27K |
| Whittier Trust Co. | 0.00% | No change | 336 | $26K |
| Lanark Financial, Inc. | 0.00% | No change | 322 | $25K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 321 | $25K |
| Brown Brothers Harriman & Co. | 0.00% | New | 300 | $23K |
| GAMMA Investing LLC | 0.00% | Add +0.7% | 278 | $22K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +354.1% | 277 | $22K |
| Rise Advisors, LLC | 0.01% | New | 266 | $21K |
| Riverview Trust Co | 0.01% | New | 225 | $18K |
| Planning Capital Management Corp | 0.01% | No change | 224 | $18K |
| Sandy Spring Bank | 0.00% | No change | 198 | $15K |
| EntryPoint Capital, LLC | 0.01% | New | 187 | $15K |
| Allworth Financial LP | 0.00% | Reduce -11.3% | 180 | $14K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.9% | 163 | $13K |
| Frazier Financial Advisors, LLC | 0.01% | Add +68.1% | 158 | $12K |
| CENTRAL TRUST Co | 0.00% | No change | 149 | $12K |
| Fortitude Family Office, LLC | 0.01% | No change | 147 | $11K |
| Eagle Bay Advisors LLC | 0.01% | New | 136 | $11K |
| Manchester Capital Management LLC | 0.00% | Reduce -0.7% | 135 | $11K |
| Creative Financial Designs Inc. | 0.00% | No change | 125 | $10K |
| Larson Financial Group LLC | 0.00% | No change | 122 | $10K |
| Venturi Wealth Management, LLC | 0.00% | Add +202.8% | 109 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -31.4% | 105 | $8K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 100 | $8K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +18.2% | 91 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 89 | $7K |
| First Financial Corp. | 0.00% | New | 88 | $7K |
| Private Trust Co. NA | 0.00% | No change | 69 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 57 | $4K |
| Smartleaf Asset Management LLC | 0.00% | New | 58 | $4K |
| 1832 Asset Management L.P. | 0.00% | New | 54 | $4K |
| LGT Financial Advisors LLC | 0.00% | No change | 52 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 48 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 46 | $4K |
| Cetera Trust Company, N.A | 0.00% | No change | 40 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 39 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -2.5% | 39 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 40 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 32 | $3K |
| Sachetta, LLC | 0.00% | No change | 39 | $3K |
| Geneos Wealth Management Inc. | 0.00% | New | 30 | $2K |
| Arax Advisory Partners | 0.00% | No change | 30 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 28 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Add +58.8% | 27 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 25 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +4.2% | 25 | $2K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 25 | $2K |
| RFP Financial Group LLC | 0.00% | No change | 24 | $2K |
| Continuum Advisory, LLC | 0.00% | New | 19 | $2K |
| Raleigh Capital Management Inc. | 0.00% | Add +300.0% | 20 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 19 | $1K |
| Plato Investment Management Ltd | 0.00% | No change | 18 | $1K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -19.1% | 17 | $1K |
| Versant Capital Management, Inc | 0.00% | No change | 16 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 14 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 7 | $1K |
| AlphaQuest LLC | 0.00% | Reduce -99.9% | 7 | $547 |
| TFO Wealth Partners, LLC | 0.00% | No change | 6 | $469 |
| Impact Partnership Wealth, LLC | 0.00% | Reduce -99.6% | 5 | $394 |
| WR Wealth Planners, LLC | 0.00% | New | 4 | $313 |
| Bokf, NA | 0.00% | No change | 4 | $309 |
| Valued Wealth Advisors LLC | 0.00% | New | 2 | $157 |
| Summit Securities Group LLC | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is SF's weight in each manager's 13F, not the share of Stifel Financial Corp. the manager owns.