Stifel FinancialSF
13F holders, Q3 2024 (September 30)444holders +8
42new positions
36sold out
7famous investors
$93.92avg. 13F price*
At the end of Q3 2024, 444 institutions reported holding Stifel Financial Corp. (SF) in their 13F filings, up 8 from Q2 2024. 42 opened new positions and 36 sold out. The largest holders were Vanguard Group Inc. ($974.8M), BlackRock, Inc. ($874.3M) and FMR LLC ($747.1M). 7 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $29.9M |
| Exits | 36 | $73.3M |
All 13F filers, Q2 2024 → Q3 2024: 4,471,047 shares bought and 3,779,661 shares sold, net +691,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 444 holders
| Vanguard Group Inc. | 0.02% | Reduce -0.1% | 10,381,779 | $974.8M |
| BlackRock, Inc. | 0.02% | — | 9,310,520 | $874.3M |
| FMR LLC | 0.05% | Add +18.8% | 7,956,412 | $747.1M |
| Capital Research Global Investors | 0.07% | Add +0.1% | 3,473,091 | $326.1M |
| State Street Corp. | 0.01% | Add +1.0% | 3,122,342 | $293.2M |
| Alliancebernstein L.P. | 0.09% | Reduce -2.8% | 2,973,612 | $279.2M |
| Earnest Partners LLC | 1.22% | Add +0.6% | 2,972,595 | $279.1M |
| Morgan Stanley | 0.02% | Reduce -0.2% | 2,380,108 | $223.5M |
| Stifel Financial Corp. | 0.22% | Add +1.5% | 2,279,267 | $214.0M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -1.9% | 1,970,613 | $185.0M |
| Wellington Management Group LLP | 0.03% | Add +78.3% | 1,958,709 | $183.9M |
| Fuller & Thaler Asset Management, Inc. | 0.65% | Reduce -0.3% | 1,765,658 | $165.8M |
| Geode Capital Management, LLC | 0.01% | Add +1.2% | 1,696,605 | $159.4M |
| LSV Asset Management | 0.30% | Reduce -14.0% | 1,499,770 | $140.8M |
| Macquarie Group Ltd. | 0.15% | Reduce -11.6% | 1,481,470 | $139.1M |
| Fisher Asset Management | 0.06% | Add +4.7% | 1,464,421 | $137.5M |
| GW&K Investment Management, LLC | 1.00% | Reduce -2.9% | 1,247,465 | $117.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.1% | 1,247,016 | $117.1M |
| Norges Bank | 0.02% | Add +1.7% | 1,245,480 | $117.0M |
| Silvercrest Asset Management Group LLC | 0.76% | Reduce -1.9% | 1,182,523 | $111.0M |
| Millennium Management | 0.10% | Add +113.7% | 1,176,424 | $110.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -8.2% | 1,091,965 | $102.5M |
| Channing Capital Management, LLC | 2.58% | Reduce -6.2% | 1,072,589 | $100.7M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Reduce -4.0% | 1,072,476 | $100.7M |
| Invesco Ltd. | 0.02% | Add +20.4% | 1,021,113 | $95.9M |
| Principal Financial Group Inc. | 0.05% | Reduce -2.8% | 1,006,574 | $94.5M |
| Bank of America Corp. | 0.01% | Reduce -1.1% | 1,001,004 | $94.0M |
| Goldman Sachs Group Inc. | 0.02% | Add +58.5% | 996,687 | $93.6M |
| Northern Trust Corp. | 0.02% | Reduce -1.7% | 983,076 | $92.3M |
| New York State Common Retirement Fund | 0.09% | Reduce -6.9% | 673,697 | $63.3M |
| Fiera Capital Corp | 0.19% | Reduce -3.1% | 657,814 | $61.8M |
| Kennedy Capital Management LLC | 1.16% | Reduce -19.0% | 559,728 | $52.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +0.1% | 514,856 | $48.3M |
| Hotchkis & Wiley Capital Management LLC | 0.15% | Reduce -9.0% | 470,774 | $44.2M |
| Marshall Wace, LLP | 0.06% | Reduce -2.7% | 458,638 | $43.1M |
| Systematic Financial Management LP | 0.97% | Add +7.9% | 404,416 | $38.0M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -16.2% | 392,621 | $36.9M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.13% | Reduce -4.3% | 342,542 | $32.2M |
| Wells Fargo & Company | 0.01% | Reduce -0.4% | 326,374 | $30.6M |
| AQR Capital Management | 0.04% | Reduce -11.3% | 329,447 | $30.6M |
| Balyasny Asset Management L.P. | 0.08% | Reduce -54.4% | 318,184 | $29.9M |
| Los Angeles Capital Management LLC | 0.12% | Add +2.9% | 305,055 | $28.6M |
| Retirement Systems of Alabama | 0.10% | Reduce -0.7% | 291,775 | $27.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +0.3% | 278,344 | $26.1M |
| Rhumbline Advisers | 0.02% | Reduce -1.3% | 276,714 | $26.0M |
| AEGON ASSET MANAGEMENT UK Plc | 0.35% | Add +0.6% | 271,680 | $25.5M |
| State of Wisconsin Investment Board | 0.06% | Reduce -0.2% | 233,098 | $21.9M |
| Sei Investments Co. | 0.03% | Add +13.0% | 232,210 | $21.8M |
| Glenmede Trust Co. NA | 0.10% | Reduce -1.5% | 229,187 | $21.5M |
| Axiom Investors LLC | 0.17% | Reduce -7.9% | 207,528 | $19.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.1% | 205,920 | $19.3M |
| Peregrine Capital Management LLC | 0.58% | Add +0.2% | 203,221 | $19.1M |
| Swiss National Bank | 0.01% | Reduce -1.0% | 200,113 | $18.8M |
| Legal & General Group Plc | 0.00% | Reduce -1.1% | 191,205 | $18.0M |
| California Public Employees Retirement System | 0.01% | Reduce -1.1% | 187,748 | $17.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +80.0% | 172,271 | $16.2M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -6.2% | 170,818 | $16.0M |
| Schroder Investment Management Group | 0.02% | Add +6.2% | 166,437 | $15.6M |
| Agf Management Ltd. | 0.08% | No change | 160,196 | $15.0M |
| American Century Companies Inc. | 0.01% | Reduce -3.2% | 155,229 | $14.6M |
| Access Investment Management LLC | 4.07% | Add +0.0% | 142,327 | $13.4M |
| Squarepoint Ops LLC | 0.04% | Add +457.9% | 142,268 | $13.4M |
| New York State Teachers Retirement System | 0.03% | Reduce -1.6% | 141,876 | $13.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +1.7% | 141,418 | $13.3M |
| Guggenheim Capital LLC | 0.09% | Reduce -21.0% | 138,941 | $13.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.8% | 135,271 | $12.7M |
| Ancora Advisors LLC | 0.28% | Add +5.8% | 132,665 | $12.5M |
| Crestwood Advisors Group, LLC | 0.23% | Add +0.0% | 128,944 | $12.1M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 128,175 | $12.0M |
| Corebridge Financial, Inc. | 0.06% | Reduce -6.5% | 121,202 | $11.4M |
| Raymond James & Associates | 0.01% | Add +1.5% | 115,527 | $10.8M |
| Royal Bank of Canada | 0.00% | Reduce -5.3% | 114,619 | $10.8M |
| Cookson Peirce & Co. Inc. | 0.49% | New | 111,843 | $10.5M |
| Lazard Asset Management LLC | 0.01% | Reduce -25.1% | 107,613 | $10.1M |
| Barclays PLC | 0.00% | Add +62.2% | 107,397 | $10.1M |
| Heartland Advisors Inc. | 0.53% | Add +100.3% | 107,026 | $10.0M |
| EULAV Asset Management | 0.24% | Add +0.0% | 104,471 | $9.8M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +3.0% | 103,942 | $9.8M |
| California State Teachers Retirement System | 0.01% | Reduce -3.4% | 96,739 | $9.1M |
| Mutual of America Capital Management LLC | 0.09% | Reduce -4.2% | 94,598 | $8.9M |
| Algert Global LLC | 0.23% | Add +10.1% | 92,685 | $8.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.2% | 85,653 | $8.0M |
| STRS Ohio | 0.03% | Reduce -6.4% | 78,440 | $7.4M |
| Teacher Retirement System of Texas | 0.04% | Add +45.7% | 78,398 | $7.4M |
| First Trust Advisors LP | 0.01% | Reduce -29.1% | 78,356 | $7.4M |
| Castleark Management LLC | 0.29% | Reduce -3.5% | 76,830 | $7.2M |
| Trillium Asset Management, LLC | 0.18% | Reduce -1.5% | 76,265 | $7.2M |
| UBS Group AG | 0.00% | Add +83.5% | 75,674 | $7.1M |
| Victory Capital Management Inc. | 0.01% | Reduce -34.4% | 73,792 | $6.9M |
| D. E. Shaw & Co. | 0.01% | Add +17.0% | 73,023 | $6.9M |
| Oppenheimer Asset Management Inc. | 0.08% | Reduce -38.6% | 72,823 | $6.8M |
| Truist Financial Corp. | 0.01% | Add +0.8% | 72,464 | $6.8M |
| Natixis Advisors, LLC | 0.01% | Add +14.4% | 69,982 | $6.6M |
| Curi Capital, LLC | 0.15% | Add +15.7% | 69,301 | $6.5M |
| Brandywine Global Investment Management, LLC | 0.04% | Add +4.4% | 58,242 | $5.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +1.8% | 49,113 | $5.7M |
| Brandywine Oak Private Wealth LLC | 0.54% | Reduce -1.0% | 59,450 | $5.6M |
| Dana Investment Advisors, Inc. | 0.18% | Add +0.1% | 58,840 | $5.5M |
| Van Eck Associates Corp. | 0.01% | Add +40.0% | 53,771 | $5.4M |
| Teachers Retirement System of the State of Kentucky | 0.05% | Reduce -16.9% | 57,019 | $5.4M |
"% of holder's portfolio" is SF's weight in each manager's 13F, not the share of Stifel Financial Corp. the manager owns.