Stifel FinancialSF
13F holders, Q1 2025 (March 31)523holders +13
67new positions
52sold out
8famous investors
$94.20avg. 13F price*
At the end of Q1 2025, 523 institutions reported holding Stifel Financial Corp. (SF) in their 13F filings, up 13 from Q4 2024. 67 opened new positions and 52 sold out. The largest holders were Vanguard Group Inc. ($1.0B), FMR LLC ($894.6M) and BlackRock, Inc. ($887.6M). 8 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Fisher (0.1% of Fisher Asset Management's portfolio).
- Company
- Stifel Financial Corp.
- CUSIP
- 860630102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $75.1M |
| Exits | 52 | $42.1M |
All 13F filers, Q4 2024 → Q1 2025: 7,797,502 shares bought and 5,767,533 shares sold, net +2,029,969 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 523 holders
| Vanguard Group Inc. | 0.02% | Add +2.1% | 10,620,407 | $1.0B |
| FMR LLC | 0.06% | Add +10.0% | 9,490,523 | $894.6M |
| BlackRock, Inc. | 0.02% | Reduce -0.4% | 9,416,128 | $887.6M |
| State Street Corp. | 0.01% | Add +0.7% | 3,234,463 | $304.9M |
| Earnest Partners LLC | 1.32% | Reduce -1.1% | 2,916,311 | $274.9M |
| Capital Research Global Investors | 0.05% | Reduce -24.9% | 2,609,577 | $246.0M |
| Wellington Management Group LLP | 0.04% | Reduce -4.3% | 2,478,267 | $233.6M |
| Stifel Financial Corp. | 0.24% | Add +11.1% | 2,396,191 | $225.9M |
| Alliancebernstein L.P. | 0.08% | Reduce -13.8% | 2,284,591 | $215.3M |
| Morgan Stanley | 0.01% | Reduce -21.6% | 2,009,135 | $189.4M |
| Geode Capital Management, LLC | 0.01% | Add +5.2% | 1,788,340 | $168.6M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -7.9% | 1,516,081 | $142.9M |
| Fisher Asset Management | 0.06% | Reduce -9.7% | 1,390,540 | $131.1M |
| Norges Bank | 0.02% | Add +5.3% | 1,363,861 | $128.6M |
| AQR Capital Management | 0.13% | Add +314.1% | 1,383,836 | $126.9M |
| Fuller & Thaler Asset Management, Inc. | 0.48% | Add +0.1% | 1,303,656 | $122.9M |
| Invesco Ltd. | 0.02% | Add +0.3% | 1,211,580 | $114.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.9% | 1,210,628 | $114.1M |
| Marshall Wace, LLP | 0.15% | Add +717.5% | 1,206,458 | $113.7M |
| Bank of America Corp. | 0.01% | Add +15.3% | 1,187,762 | $112.0M |
| Macquarie Group Ltd. | 0.14% | Reduce -9.6% | 1,174,692 | $110.7M |
| Northern Trust Corp. | 0.02% | Add +0.6% | 1,136,207 | $107.1M |
| GW&K Investment Management, LLC | 0.93% | Reduce -1.6% | 1,068,343 | $100.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.0% | 985,773 | $92.9M |
| Principal Financial Group Inc. | 0.05% | Reduce -4.1% | 890,028 | $83.9M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -8.2% | 886,707 | $83.6M |
| Channing Capital Management, LLC | 2.35% | Reduce -21.5% | 824,098 | $77.7M |
| Silvercrest Asset Management Group LLC | 0.53% | Reduce -20.5% | 789,424 | $74.4M |
| Millennium Management | 0.06% | Reduce -39.0% | 656,381 | $61.9M |
| New York State Common Retirement Fund | 0.09% | Reduce -6.3% | 628,961 | $59.3M |
| Fiera Capital Corp | 0.21% | Reduce -2.7% | 625,901 | $59.0M |
| LSV Asset Management | 0.13% | Reduce -29.8% | 554,532 | $52.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -2.4% | 501,980 | $47.3M |
| AEGON ASSET MANAGEMENT UK Plc | 0.57% | Add +54.7% | 416,693 | $39.2M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Reduce -54.9% | 413,779 | $39.0M |
| Systematic Financial Management LP | 1.11% | Reduce -0.4% | 413,498 | $39.0M |
| Hotchkis & Wiley Capital Management LLC | 0.13% | Reduce -1.3% | 404,229 | $38.1M |
| Kennedy Capital Management LLC | 0.90% | Add +5.6% | 398,929 | $37.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +529.0% | 398,633 | $37.6M |
| Balyasny Asset Management L.P. | 0.09% | Add +1120.4% | 377,415 | $35.6M |
| Qube Research & Technologies Ltd | 0.05% | Add +198.5% | 315,752 | $29.8M |
| Wells Fargo & Company | 0.01% | Reduce -1.4% | 310,816 | $29.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -2.0% | 309,443 | $29.2M |
| Prudential Financial Inc. | 0.04% | Add +1192.5% | 307,527 | $29.0M |
| Nuveen, LLC | 0.01% | — | 303,035 | $28.6M |
| Citadel Advisors | 0.03% | Add +259.1% | 294,355 | $27.7M |
| Retirement Systems of Alabama | 0.11% | Reduce -0.0% | 291,602 | $27.5M |
| Sei Investments Co. | 0.03% | Add +27.3% | 284,044 | $26.8M |
| Walleye Capital LLC | 0.32% | Add +14.8% | 274,366 | $25.9M |
| Rhumbline Advisers | 0.02% | Reduce -0.3% | 268,170 | $25.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.8% | 260,851 | $24.6M |
| UBS Group AG | 0.00% | Add +111.1% | 221,328 | $20.9M |
| Glenmede Trust Co. NA | 0.11% | Reduce -3.1% | 220,475 | $20.8M |
| Squarepoint Ops LLC | 0.05% | Add +421.7% | 216,804 | $20.4M |
| State of Wisconsin Investment Board | 0.05% | Reduce -1.4% | 207,970 | $19.6M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.09% | Reduce -13.3% | 199,651 | $18.8M |
| Swiss National Bank | 0.01% | Reduce -1.7% | 198,213 | $18.7M |
| Legal & General Group Plc | 0.01% | Add +2.0% | 195,410 | $18.4M |
| California Public Employees Retirement System | 0.01% | Reduce -0.3% | 189,703 | $17.9M |
| Los Angeles Capital Management LLC | 0.07% | Reduce -35.4% | 169,363 | $16.0M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -2.6% | 161,456 | $15.2M |
| Peregrine Capital Management LLC | 0.48% | Add +3.4% | 154,653 | $14.6M |
| Assenagon Asset Management S.A. | 0.02% | Add +108.5% | 145,461 | $13.7M |
| Ameriprise Financial Inc. | 0.00% | Add +9.7% | 145,204 | $13.7M |
| Axiom Investors LLC | 0.13% | Reduce -35.3% | 140,718 | $13.3M |
| New York State Teachers Retirement System | 0.03% | Reduce -2.5% | 136,245 | $12.8M |
| Ancora Advisors LLC | 0.29% | Add +2.9% | 135,955 | $12.8M |
| Prana Capital Management, LP | 0.49% | Add +292.1% | 129,023 | $12.2M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -0.1% | 127,305 | $12.0M |
| Crestwood Advisors Group, LLC | 0.23% | Reduce -1.5% | 127,217 | $12.0M |
| Lazard Asset Management LLC | 0.02% | Reduce -1.1% | 125,957 | $11.9M |
| Corebridge Financial, Inc. | 0.06% | Reduce -2.6% | 112,833 | $10.6M |
| Agf Management Ltd. | 0.06% | Reduce -31.1% | 112,829 | $10.6M |
| Raymond James Financial Inc. | 0.00% | Add +0.2% | 112,753 | $10.6M |
| Cookson Peirce & Co. Inc. | 0.53% | Reduce -0.5% | 111,178 | $10.5M |
| Moran Wealth Management, LLC | 0.34% | New | 108,209 | $10.2M |
| Heartland Advisors Inc. | 0.58% | Reduce -0.0% | 106,998 | $10.1M |
| Royal Bank of Canada | 0.00% | Reduce -16.3% | 104,904 | $9.9M |
| EULAV Asset Management | 0.24% | No change | 104,422 | $9.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | New | 101,783 | $9.6M |
| Philadelphia Financial Management of San Francisco, LLC | 2.07% | Reduce -34.1% | 98,988 | $9.3M |
| Barclays PLC | 0.00% | Reduce -15.8% | 96,062 | $9.1M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 94,627 | $8.9M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -6.1% | 91,771 | $8.7M |
| Mutual of America Capital Management LLC | 0.10% | Reduce -1.6% | 91,599 | $8.6M |
| Schroder Investment Management Group | 0.01% | Reduce -23.7% | 88,386 | $8.3M |
| Victory Capital Management Inc. | 0.01% | Add +33.5% | 86,759 | $8.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +11.1% | 84,400 | $8.0M |
| Trillium Asset Management, LLC | 0.22% | Add +12.9% | 82,359 | $7.8M |
| Boston Partners | 0.01% | Add +388.0% | 82,288 | $7.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.0% | 81,966 | $7.7M |
| Van Eck Associates Corp. | 0.01% | Add +10.8% | 80,737 | $7.6M |
| Jane Street Group, LLC | 0.01% | Add +40.2% | 80,179 | $7.6M |
| Teacher Retirement System of Texas | 0.03% | Add +125.5% | 78,915 | $7.4M |
| Magnetar Financial LLC | 0.11% | Add +371.0% | 78,863 | $7.4M |
| Ieq Capital, LLC | 0.06% | New | 77,499 | $7.3M |
| STRS Ohio | 0.03% | Add +0.4% | 77,325 | $7.3M |
| Voloridge Investment Management, LLC | 0.03% | Add +354.5% | 75,534 | $7.1M |
| Castleark Management LLC | 0.25% | Add +2.3% | 75,370 | $7.1M |
| American Century Companies Inc. | 0.00% | Add +5.3% | 75,239 | $7.1M |
"% of holder's portfolio" is SF's weight in each manager's 13F, not the share of Stifel Financial Corp. the manager owns.