Stifel FinancialSF

13F holders, Q2 2025 (June 30)
488holders −35
49new positions
83sold out
7famous investors
$103.78avg. 13F price*

At the end of Q2 2025, 488 institutions reported holding Stifel Financial Corp. (SF) in their 13F filings, down 35 from Q1 2025. 49 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($1.1B), BlackRock, Inc. ($975.4M) and FMR LLC ($931.7M). 7 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Cliff Asness (0.1% of AQR Capital 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

0200400600800 Q1 2024: 432Q1 2024Q2 2024: 436Q2 2024Q3 2024: 444Q3 2024Q4 2024: 510Q4 2024Q1 2025: 523Q1 2025Q2 2025: 488Q2 2025Q3 2025: 552Q3 2025Q4 2025: 630Q4 2025Q1 2026: 635Q1 2026Q2 2026: 595Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions49$173.2M
Exits83$142.4M

All 13F filers, Q1 2025 → Q2 2025: 8,369,521 shares bought and 8,215,224 shares sold, net +154,297 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 488 holders

Vanguard Group Inc. 0.02% Reduce -2.3% 10,377,355 $1.1B
BlackRock, Inc. 0.02% Reduce -0.2% 9,398,361 $975.4M
FMR LLC 0.05% Reduce -5.4% 8,977,526 $931.7M
State Street Corp. 0.01% Reduce -2.4% 3,157,848 $327.7M
Wellington Management Group LLP 0.06% Add +22.4% 3,032,749 $314.7M
Earnest Partners LLC 1.37% Add +0.2% 2,921,222 $303.2M
Boston Partners 0.27% Add +2727.0% 2,326,249 $241.5M
Stifel Financial Corp. 0.23% Reduce -3.6% 2,310,275 $239.8M
Capital Research Global Investors 0.05% Reduce -13.9% 2,245,759 $233.1M
Alliancebernstein L.P. 0.07% Reduce -10.1% 2,054,938 $213.3M
Millennium Management 0.19% Add +204.4% 1,998,005 $207.4M
Geode Capital Management, LLC 0.01% Add +0.5% 1,797,528 $186.6M
Dimensional Fund Advisors LP 0.04% Add +11.6% 1,691,605 $175.6M
Morgan Stanley 0.01% Reduce -23.9% 1,528,910 $158.7M
Norges Bank 0.02% Add +1.3% 1,381,548 $143.4M
Invesco Ltd. 0.02% Add +12.9% 1,368,457 $142.0M
Fisher Asset Management 0.05% Reduce -8.7% 1,269,850 $131.8M
Charles Schwab Investment Management Inc. 0.02% Reduce -1.1% 1,197,856 $124.3M
AQR Capital Management 0.10% Reduce -15.3% 1,171,472 $121.6M
Macquarie Group Ltd. 0.15% Reduce -1.5% 1,157,021 $120.1M
Northern Trust Corp. 0.02% Reduce -2.8% 1,104,888 $114.7M
Bank of America Corp. 0.01% Reduce -7.5% 1,099,142 $114.1M
GW&K Investment Management, LLC 0.96% Reduce -3.3% 1,032,702 $107.2M
Alyeska Investment Group, L.P. 0.37% New 997,899 $103.6M
Marshall Wace, LLP 0.12% Reduce -17.8% 992,004 $103.0M
Bank of New York Mellon Corp 0.02% Reduce -3.1% 955,099 $99.1M
Channing Capital Management, LLC 2.56% Add +7.4% 885,441 $91.9M
Principal Financial Group Inc. 0.05% Reduce -6.6% 831,631 $86.3M
Victory Capital Management Inc. 0.05% Add +791.8% 773,702 $80.3M
Fuller & Thaler Asset Management, Inc. 0.26% Reduce -47.8% 681,134 $70.7M
Silvercrest Asset Management Group LLC 0.46% Reduce -15.7% 665,731 $69.1M
New York State Common Retirement Fund 0.09% Add +3.0% 647,652 $67.2M
Fiera Capital Corp 0.22% Reduce -1.3% 617,855 $64.1M
Goldman Sachs Group Inc. 0.01% Reduce -41.5% 518,804 $53.8M
Envestnet Asset Management Inc. 0.01% Reduce -1.4% 494,728 $51.3M
Hotchkis & Wiley Capital Management LLC 0.16% Add +17.4% 474,559 $49.2M
Balyasny Asset Management L.P. 0.11% Add +21.4% 458,185 $47.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +42.5% 440,811 $45.7M
Walleye Capital LLC 0.47% Add +59.0% 436,350 $45.3M
Systematic Financial Management LP 1.16% Add +1.3% 418,682 $43.5M
Kennedy Capital Management LLC 1.01% Add +2.7% 409,577 $42.5M
Van Lanschot Kempen Investment Management N.V. 0.40% New 405,548 $42.1M
Wells Fargo & Company 0.01% Add +2.0% 316,986 $32.9M
LSV Asset Management 0.07% Reduce -47.1% 293,102 $30.4M
Retirement Systems of Alabama 0.11% Add +0.4% 292,803 $30.4M
Barclays PLC 0.01% Add +188.4% 277,086 $28.8M
Rhumbline Advisers 0.02% Reduce -0.5% 266,756 $27.7M
Nuveen, LLC 0.01% Reduce -13.0% 263,562 $27.4M
T. Rowe Price Associates Inc. 0.00% Reduce -38.6% 244,909 $25.4M
JPMorgan Chase & Co. 0.00% Reduce -6.6% 243,677 $25.3M
Sei Investments Co. 0.03% Reduce -14.5% 242,978 $25.2M
Glenmede Investment Management, LP 0.11% — 216,911 $22.5M
State of Wisconsin Investment Board 0.05% Reduce -1.6% 204,707 $21.2M
Adage Capital Partners Gp, L.L.C. 0.04% Add +191.4% 204,000 $21.2M
Swiss National Bank 0.01% No change 198,213 $20.6M
Ancora Advisors LLC 0.43% Add +45.1% 197,212 $20.5M
Legal & General Group Plc 0.01% Add +0.4% 196,266 $20.4M
Prana Capital Management, LP 0.72% Add +48.8% 191,986 $19.9M
California Public Employees Retirement System 0.01% Reduce -2.4% 185,232 $19.2M
T. Rowe Price Investment Management, Inc. 0.01% Reduce -55.5% 184,086 $19.1M
UBS Group AG 0.00% Reduce -17.1% 183,602 $19.1M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.08% Reduce -13.3% 173,107 $18.0M
Loomis Sayles & Co. L P 0.02% Add +0.8% 162,811 $16.9M
Peregrine Capital Management LLC 0.49% Add +1.7% 157,218 $16.3M
Raymond James Financial Inc. 0.01% Add +36.6% 153,997 $16.0M
Access Investment Management LLC 4.21% — 142,472 $14.8M
AEGON ASSET MANAGEMENT UK Plc 0.18% Reduce -66.6% 139,203 $14.4M
Ameriprise Financial Inc. 0.00% Reduce -4.5% 138,737 $14.4M
Qube Research & Technologies Ltd 0.02% Reduce -56.8% 136,436 $14.2M
New York State Teachers Retirement System 0.03% No change 136,245 $14.1M
State Board of Administration of Florida Retirement System 0.02% Add +1.3% 128,895 $13.4M
First Trust Advisors LP 0.01% Add +86.5% 128,630 $13.3M
Crestwood Advisors Group, LLC 0.24% Add +0.1% 127,406 $13.2M
Lazard Asset Management LLC 0.02% Reduce -3.9% 121,067 $12.6M
Royal Bank of Canada 0.00% Add +7.7% 112,927 $11.7M
Moran Wealth Management, LLC 0.35% Add +1.1% 109,344 $11.3M
Axiom Investors LLC 0.09% Reduce -22.5% 109,093 $11.3M
Agf Management Ltd. 0.05% Reduce -4.1% 108,179 $11.2M
Heartland Advisors Inc. 0.62% Reduce -0.3% 106,735 $11.1M
EULAV Asset Management 0.25% No change 104,422 $10.8M
Algebris (uk) Ltd. 1.74% Add +68.2% 103,975 $10.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -1.6% 100,177 $10.4M
Schroder Investment Management Group 0.01% Add +9.7% 96,927 $10.1M
Allspring Global Investments Holdings, LLC 0.02% Add +10.6% 93,351 $9.8M
California State Teachers Retirement System 0.01% Add +0.0% 94,658 $9.8M
Mutual of America Capital Management LLC 0.10% Add +0.2% 91,761 $9.5M
CANADA LIFE ASSURANCE Co 0.01% Reduce -1.0% 90,822 $9.4M
Citadel Advisors 0.01% Reduce -70.8% 85,885 $8.9M
Castleark Management LLC 0.26% Add +12.0% 84,410 $8.8M
Trillium Asset Management, LLC 0.22% Reduce -4.4% 78,735 $8.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -4.9% 77,916 $8.1M
STRS Ohio 0.03% Add +0.2% 77,465 $8.0M
Teacher Retirement System of Texas 0.03% Reduce -5.7% 74,440 $7.7M
Van Eck Associates Corp. 0.01% Reduce -9.3% 73,236 $7.6M
Natixis Advisors, LLC 0.01% Reduce -0.9% 72,578 $7.5M
Oppenheimer Asset Management Inc. 0.09% Reduce -2.1% 71,988 $7.5M
Curi Capital, LLC 0.14% Add +6.2% 70,148 $7.3M
Interval Partners, LP 0.16% Add +547.1% 68,860 $7.1M
Algert Global LLC 0.15% Add +25.4% 68,202 $7.1M
Quantinno Capital Management LP 0.03% Reduce -4.2% 67,785 $7.0M

"% of holder's portfolio" is SF's weight in each manager's 13F, not the share of Stifel Financial Corp. the manager owns.

Show all 488 holders