Stifel FinancialSF
13F holders, Q2 2024 (June 30)436holders +4
57new positions
54sold out
7famous investors
$84.13avg. 13F price*
At the end of Q2 2024, 436 institutions reported holding Stifel Financial Corp. (SF) in their 13F filings, up 4 from Q1 2024. 57 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($874.3M), BlackRock Inc. ($778.3M) and FMR LLC ($563.8M). 7 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $97.1M |
| Exits | 54 | $64.9M |
All 13F filers, Q1 2024 → Q2 2024: 8,913,598 shares bought and 7,024,301 shares sold, net +1,889,297 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 436 holders
| Vanguard Group Inc. | 0.02% | Reduce -0.7% | 10,390,226 | $874.3M |
| BlackRock Inc. | 0.02% | Add +2.9% | 9,249,061 | $778.3M |
| FMR LLC | 0.04% | Add +119.9% | 6,699,817 | $563.8M |
| Capital Research Global Investors | 0.06% | Reduce -43.0% | 3,471,080 | $292.1M |
| State Street Corp. | 0.01% | Reduce -0.6% | 3,091,241 | $260.1M |
| Alliancebernstein L.P. | 0.09% | Add +32.6% | 3,058,959 | $257.4M |
| Earnest Partners LLC | 1.16% | Add +0.8% | 2,954,099 | $248.6M |
| Morgan Stanley | 0.02% | Reduce -6.7% | 2,385,876 | $200.8M |
| Stifel Financial Corp. | 0.21% | Reduce -0.7% | 2,245,314 | $188.9M |
| Dimensional Fund Advisors LP | 0.04% | Add +0.4% | 2,007,738 | $168.9M |
| Fuller & Thaler Asset Management, Inc. | 0.64% | Reduce -0.1% | 1,770,656 | $149.0M |
| LSV Asset Management | 0.32% | Reduce -3.0% | 1,744,670 | $146.8M |
| Geode Capital Management, LLC | 0.01% | Add +3.0% | 1,676,495 | $141.1M |
| Macquarie Group Ltd. | 0.16% | Reduce -17.9% | 1,676,408 | $141.1M |
| Fisher Asset Management | 0.05% | Add +1.0% | 1,399,308 | $117.8M |
| GW&K Investment Management, LLC | 0.99% | Reduce -1.2% | 1,285,152 | $108.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.6% | 1,245,298 | $104.8M |
| Norges Bank | 0.02% | Add +1.9% | 1,224,629 | $103.1M |
| Silvercrest Asset Management Group LLC | 0.70% | Reduce -13.4% | 1,205,441 | $101.4M |
| Bank of New York Mellon Corp | 0.02% | Add +0.6% | 1,189,048 | $100.1M |
| Channing Capital Management, LLC | 2.64% | Reduce -2.3% | 1,143,336 | $96.2M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Add +59.0% | 1,117,379 | $94.0M |
| Wellington Management Group LLP | 0.02% | Add +141.4% | 1,098,244 | $92.4M |
| Principal Financial Group Inc. | 0.05% | Reduce -22.3% | 1,035,049 | $87.1M |
| Bank of America Corp. | 0.01% | Reduce -1.7% | 1,011,733 | $85.1M |
| Northern Trust Corp. | 0.01% | Add +8.4% | 999,681 | $84.1M |
| Invesco Ltd. | 0.02% | Reduce -32.8% | 848,092 | $71.4M |
| New York State Common Retirement Fund | 0.08% | Reduce -2.1% | 723,660 | $60.9M |
| Balyasny Asset Management L.P. | 0.15% | Add +387.1% | 697,452 | $58.7M |
| Kennedy Capital Management LLC | 1.24% | Reduce -1.7% | 690,711 | $58.1M |
| Fiera Capital Corp | 0.18% | Add +1.2% | 678,575 | $57.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +3.2% | 629,017 | $52.9M |
| Millennium Management | 0.04% | Reduce -58.2% | 550,571 | $46.3M |
| Hotchkis & Wiley Capital Management LLC | 0.15% | Reduce -0.1% | 517,084 | $43.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +1.7% | 514,413 | $43.3M |
| Marshall Wace, LLP | 0.06% | Reduce -36.0% | 471,403 | $39.7M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -1.2% | 468,669 | $39.4M |
| Systematic Financial Management LP | 0.96% | Reduce -6.4% | 374,835 | $31.5M |
| AQR Capital Management | 0.05% | Add +0.4% | 371,444 | $30.2M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.13% | Reduce -7.2% | 358,043 | $30.1M |
| Wells Fargo & Company | 0.01% | Reduce -0.8% | 327,709 | $27.6M |
| Los Angeles Capital Management LLC | 0.09% | Add +929.9% | 296,574 | $25.0M |
| Retirement Systems of Alabama | 0.10% | Reduce -5.2% | 293,703 | $24.7M |
| Rhumbline Advisers | 0.02% | Reduce -1.0% | 280,420 | $23.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +56.4% | 277,554 | $23.4M |
| AEGON ASSET MANAGEMENT UK Plc | 0.32% | New | 270,134 | $22.7M |
| Citadel Advisors | 0.02% | Add +185.5% | 267,717 | $22.5M |
| JPMorgan Chase & Co. | 0.00% | Add +23.5% | 254,633 | $21.4M |
| Walleye Capital LLC | 0.24% | Add +57.5% | 245,001 | $20.6M |
| State of Wisconsin Investment Board | 0.05% | Reduce -1.6% | 233,544 | $19.7M |
| Glenmede Trust Co. NA | 0.10% | Add +0.6% | 232,651 | $19.6M |
| Axiom Investors LLC | 0.17% | Add +14.8% | 225,258 | $19.0M |
| North Reef Capital Management LP | 0.86% | Reduce -18.9% | 220,012 | $18.5M |
| Holocene Advisors, LP | 0.08% | New | 213,695 | $18.0M |
| Sei Investments Co. | 0.02% | Reduce -2.2% | 205,531 | $17.3M |
| Peregrine Capital Management LLC | 0.50% | Add +1.3% | 202,794 | $17.1M |
| Swiss National Bank | 0.01% | Add +0.5% | 202,213 | $17.0M |
| Legal & General Group Plc | 0.00% | Reduce -5.6% | 193,285 | $16.3M |
| Poplar Forest Capital LLC | 2.23% | Add +3.0% | 190,155 | $16.0M |
| California Public Employees Retirement System | 0.01% | Reduce -2.6% | 189,889 | $16.0M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -1.7% | 182,169 | $15.3M |
| Guggenheim Capital LLC | 0.11% | Reduce -1.0% | 175,836 | $14.8M |
| American Century Companies Inc. | 0.01% | Reduce -13.9% | 160,431 | $13.5M |
| Agf Management Ltd. | 0.08% | Add +38.3% | 160,196 | $13.5M |
| Schroder Investment Management Group | 0.01% | Add +72.9% | 156,790 | $13.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -56.0% | 151,653 | $12.8M |
| New York State Teachers Retirement System | 0.03% | Reduce -8.7% | 144,176 | $12.1M |
| Lazard Asset Management LLC | 0.02% | Reduce -3.9% | 143,718 | $12.1M |
| Access Investment Management LLC | 3.89% | No change | 142,302 | $12.0M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -4.4% | 139,110 | $11.7M |
| Corebridge Financial, Inc. | 0.06% | — | 129,570 | $10.9M |
| Crestwood Advisors Group, LLC | 0.22% | Add +1.1% | 128,902 | $10.8M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -5.0% | 128,175 | $10.8M |
| Ancora Advisors LLC | 0.26% | New | 125,456 | $10.6M |
| Royal Bank of Canada | 0.00% | Add +3.8% | 121,061 | $10.2M |
| Oppenheimer Asset Management Inc. | 0.13% | Add +16.0% | 118,707 | $10.0M |
| Raymond James & Associates | 0.01% | Add +0.2% | 113,855 | $9.6M |
| Victory Capital Management Inc. | 0.01% | Add +19.1% | 112,520 | $9.5M |
| First Trust Advisors LP | 0.01% | Reduce -28.7% | 110,545 | $9.3M |
| EULAV Asset Management | 0.24% | No change | 104,470 | $8.8M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +9.1% | 100,871 | $8.5M |
| California State Teachers Retirement System | 0.01% | Reduce -1.5% | 100,136 | $8.4M |
| Natixis | 0.05% | New | 99,900 | $8.4M |
| Mutual of America Capital Management LLC | 0.09% | Reduce -2.4% | 98,725 | $8.3M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +79.9% | 95,703 | $8.1M |
| Renaissance Technologies | 0.01% | New | 88,115 | $7.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.5% | 87,591 | $7.4M |
| Algert Global LLC | 0.24% | Add +17.3% | 84,165 | $7.1M |
| STRS Ohio | 0.03% | Add +0.8% | 83,839 | $7.1M |
| Castleark Management LLC | 0.27% | Add +14.6% | 79,630 | $6.7M |
| Trillium Asset Management, LLC | 0.16% | Add +7.0% | 77,434 | $6.5M |
| Truist Financial Corp. | 0.01% | Reduce -10.0% | 71,890 | $6.0M |
| Teachers Retirement System of the State of Kentucky | 0.05% | No change | 68,628 | $5.8M |
| Barclays PLC | 0.00% | Reduce -42.4% | 66,226 | $5.6M |
| D. E. Shaw & Co. | 0.01% | Add +505.8% | 62,398 | $5.3M |
| Martingale Asset Management L P | 0.11% | Reduce -9.3% | 61,777 | $5.2M |
| Natixis Advisors, LLC | 0.01% | Add +24.4% | 61,158 | $5.1M |
| Brandywine Oak Private Wealth LLC | 0.52% | No change | 60,043 | $5.1M |
| Curi Capital, LLC | 0.12% | Add +1.5% | 59,905 | $5.0M |
| Amalgamated Bank | 0.04% | Reduce -14.0% | 59,609 | $5.0M |
"% of holder's portfolio" is SF's weight in each manager's 13F, not the share of Stifel Financial Corp. the manager owns.