Stifel FinancialSF
13F holders, Q4 2024 (December 31)510holders +66
74new positions
18sold out
8famous investors
$106.08avg. 13F price*
At the end of Q4 2024, 510 institutions reported holding Stifel Financial Corp. (SF) in their 13F filings, up 66 from Q3 2024. 74 opened new positions and 18 sold out. The largest holders were Vanguard Group Inc. ($1.1B), BlackRock, Inc. ($1.0B) and FMR LLC ($915.3M). 8 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $125.7M |
| Exits | 18 | $20.6M |
All 13F filers, Q3 2024 → Q4 2024: 4,522,740 shares bought and 5,090,975 shares sold, net −568,235 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 510 holders
| Vanguard Group Inc. | 0.02% | Add +0.2% | 10,402,992 | $1.1B |
| BlackRock, Inc. | 0.02% | Add +1.6% | 9,457,936 | $1.0B |
| FMR LLC | 0.05% | Add +8.4% | 8,628,832 | $915.3M |
| Capital Research Global Investors | 0.08% | Add +0.1% | 3,474,736 | $368.6M |
| State Street Corp. | 0.01% | Add +2.9% | 3,211,714 | $340.7M |
| Earnest Partners LLC | 1.40% | Reduce -0.8% | 2,948,476 | $312.8M |
| Alliancebernstein L.P. | 0.10% | Reduce -10.8% | 2,651,560 | $281.3M |
| Wellington Management Group LLP | 0.05% | Add +32.2% | 2,588,964 | $274.6M |
| Morgan Stanley | 0.02% | Add +7.7% | 2,564,186 | $272.0M |
| Stifel Financial Corp. | 0.24% | Reduce -5.4% | 2,156,932 | $228.8M |
| Geode Capital Management, LLC | 0.01% | Add +0.2% | 1,700,274 | $180.4M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -16.4% | 1,646,433 | $174.7M |
| Fisher Asset Management | 0.07% | Add +5.2% | 1,540,584 | $163.4M |
| Fuller & Thaler Asset Management, Inc. | 0.52% | Reduce -26.3% | 1,301,801 | $138.1M |
| Macquarie Group Ltd. | 0.17% | Reduce -12.3% | 1,299,323 | $137.8M |
| Norges Bank | 0.02% | Add +4.0% | 1,295,699 | $137.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.0% | 1,234,326 | $130.9M |
| Invesco Ltd. | 0.02% | Add +18.3% | 1,207,465 | $128.1M |
| Northern Trust Corp. | 0.02% | Add +14.8% | 1,128,978 | $119.8M |
| GW&K Investment Management, LLC | 0.98% | Reduce -13.0% | 1,085,168 | $115.1M |
| Millennium Management | 0.10% | Reduce -8.6% | 1,075,770 | $114.1M |
| Channing Capital Management, LLC | 2.97% | Reduce -2.1% | 1,050,100 | $111.4M |
| Bank of America Corp. | 0.01% | Add +2.9% | 1,030,348 | $109.3M |
| Bank of New York Mellon Corp | 0.02% | Reduce -7.9% | 1,005,778 | $106.7M |
| Silvercrest Asset Management Group LLC | 0.70% | Reduce -16.1% | 992,588 | $105.3M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -3.1% | 965,824 | $102.5M |
| Principal Financial Group Inc. | 0.05% | Reduce -7.8% | 927,833 | $98.4M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Reduce -14.5% | 917,264 | $97.3M |
| LSV Asset Management | 0.19% | Reduce -47.4% | 789,356 | $83.7M |
| New York State Common Retirement Fund | 0.10% | Reduce -0.3% | 671,569 | $71.2M |
| Fiera Capital Corp | 0.21% | Reduce -2.2% | 643,447 | $68.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -0.1% | 514,285 | $54.6M |
| Systematic Financial Management LP | 1.12% | Add +2.7% | 415,321 | $44.1M |
| Hotchkis & Wiley Capital Management LLC | 0.14% | Reduce -13.0% | 409,704 | $43.5M |
| Kennedy Capital Management LLC | 0.89% | Reduce -32.5% | 377,731 | $40.1M |
| AQR Capital Management | 0.05% | Add +1.4% | 334,171 | $35.4M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -18.8% | 318,698 | $33.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +13.4% | 315,655 | $33.5M |
| Wells Fargo & Company | 0.01% | Reduce -3.4% | 315,302 | $33.4M |
| JPMorgan Chase & Co. | 0.00% | Add +45.3% | 299,261 | $31.7M |
| Retirement Systems of Alabama | 0.11% | Reduce -0.0% | 291,700 | $30.9M |
| AEGON ASSET MANAGEMENT UK Plc | 0.38% | Reduce -0.8% | 269,430 | $28.6M |
| Rhumbline Advisers | 0.03% | Reduce -2.8% | 268,998 | $28.5M |
| Los Angeles Capital Management LLC | 0.11% | Reduce -14.1% | 262,010 | $27.8M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +48.3% | 255,482 | $27.1M |
| Walleye Capital LLC | 0.27% | Add +473.7% | 238,945 | $25.3M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.11% | Reduce -32.8% | 230,138 | $24.4M |
| Glenmede Trust Co. NA | 0.12% | Reduce -0.7% | 227,485 | $24.1M |
| Sei Investments Co. | 0.03% | Reduce -3.9% | 223,113 | $23.7M |
| Axiom Investors LLC | 0.17% | Add +4.8% | 217,567 | $23.1M |
| State of Wisconsin Investment Board | 0.06% | Reduce -9.5% | 210,953 | $22.4M |
| Swiss National Bank | 0.01% | Add +0.8% | 201,613 | $21.4M |
| Legal & General Group Plc | 0.01% | Add +0.2% | 191,594 | $20.3M |
| California Public Employees Retirement System | 0.01% | Add +1.3% | 190,228 | $20.2M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -2.9% | 165,800 | $17.6M |
| Agf Management Ltd. | 0.09% | Add +2.2% | 163,781 | $17.4M |
| Philadelphia Financial Management of San Francisco, LLC | 3.20% | New | 150,143 | $15.9M |
| Peregrine Capital Management LLC | 0.47% | Reduce -26.4% | 149,641 | $15.9M |
| Marshall Wace, LLP | 0.02% | Reduce -67.8% | 147,583 | $15.7M |
| Access Investment Management LLC | 4.38% | Add +0.1% | 142,407 | $15.1M |
| New York State Teachers Retirement System | 0.03% | Reduce -1.5% | 139,776 | $14.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.2% | 132,341 | $14.0M |
| Ancora Advisors LLC | 0.31% | Reduce -0.4% | 132,078 | $14.0M |
| First Trust Advisors LP | 0.01% | Add +65.2% | 129,459 | $13.7M |
| Crestwood Advisors Group, LLC | 0.26% | Add +0.1% | 129,099 | $13.7M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -0.6% | 127,425 | $13.5M |
| Lazard Asset Management LLC | 0.02% | Add +18.3% | 127,312 | $13.5M |
| Royal Bank of Canada | 0.00% | Add +9.4% | 125,389 | $13.3M |
| Schroder Investment Management Group | 0.01% | Reduce -30.4% | 115,864 | $12.3M |
| Corebridge Financial, Inc. | 0.07% | Reduce -4.5% | 115,794 | $12.3M |
| Barclays PLC | 0.01% | Add +6.2% | 114,044 | $12.1M |
| Raymond James Financial Inc. | 0.00% | — | 112,521 | $11.9M |
| Cookson Peirce & Co. Inc. | 0.54% | Reduce -0.1% | 111,726 | $11.9M |
| Heartland Advisors Inc. | 0.62% | No change | 107,026 | $11.4M |
| Two Sigma Investments, LP | 0.03% | New | 106,450 | $11.3M |
| Qube Research & Technologies Ltd | 0.02% | New | 105,795 | $11.2M |
| UBS Group AG | 0.00% | Add +38.5% | 104,847 | $11.1M |
| EULAV Asset Management | 0.27% | Reduce -0.1% | 104,422 | $11.1M |
| Lighthouse Investment Partners, LLC | 0.41% | New | 99,187 | $10.5M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -6.0% | 97,729 | $10.4M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 95,683 | $10.2M |
| Mutual of America Capital Management LLC | 0.11% | Reduce -1.6% | 93,083 | $9.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.3% | 82,801 | $8.8M |
| Citadel Advisors | 0.01% | Add +74.6% | 81,975 | $8.7M |
| STRS Ohio | 0.03% | Reduce -1.8% | 77,004 | $8.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -46.3% | 75,995 | $8.1M |
| Schonfeld Strategic Advisors LLC | 0.05% | Add +159.6% | 74,449 | $7.9M |
| Castleark Management LLC | 0.27% | Reduce -4.1% | 73,660 | $7.8M |
| Oppenheimer Asset Management Inc. | 0.09% | Add +0.7% | 73,337 | $7.8M |
| Trillium Asset Management, LLC | 0.20% | Reduce -4.4% | 72,918 | $7.7M |
| Van Eck Associates Corp. | 0.01% | Add +35.5% | 72,889 | $7.7M |
| Curi Capital, LLC | 0.18% | Add +4.9% | 72,704 | $7.7M |
| Natixis Advisors, LLC | 0.01% | Add +3.5% | 72,466 | $7.7M |
| American Century Companies Inc. | 0.00% | Reduce -54.0% | 71,487 | $7.6M |
| Twinbeech Capital LP | 0.13% | New | 70,026 | $7.4M |
| Cinctive Capital Management LP | 0.40% | Add +452.7% | 69,949 | $7.4M |
| Assenagon Asset Management S.A. | 0.01% | Add +316.0% | 69,761 | $7.4M |
| Victory Capital Management Inc. | 0.01% | Reduce -11.9% | 64,996 | $6.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.9% | 63,376 | $6.7M |
| Maltese Capital Management LLC | 1.01% | Add +145.6% | 61,400 | $6.5M |
"% of holder's portfolio" is SF's weight in each manager's 13F, not the share of Stifel Financial Corp. the manager owns.