Stifel FinancialSF

13F holders, Q3 2025 (September 30)
552holders +64
95new positions
30sold out
9famous investors
$113.47avg. 13F price*

At the end of Q3 2025, 552 institutions reported holding Stifel Financial Corp. (SF) in their 13F filings, up 64 from Q2 2025. 95 opened new positions and 30 sold out. The largest holders were Vanguard Group Inc. ($1.1B), BlackRock, Inc. ($1.1B) and FMR LLC ($665.4M). 9 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions95$289.3M
Exits30$52.8M

All 13F filers, Q2 2025 → Q3 2025: 6,827,067 shares bought and 7,458,338 shares sold, net −631,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 552 holders

Vanguard Group Inc. 0.02% Reduce -3.7% 9,996,881 $1.1B
BlackRock, Inc. 0.02% Reduce -0.3% 9,372,363 $1.1B
FMR LLC 0.03% Reduce -34.7% 5,864,042 $665.4M
Wellington Management Group LLP 0.07% Add +13.8% 3,451,787 $391.7M
State Street Corp. 0.01% Reduce -0.3% 3,148,039 $357.2M
Earnest Partners LLC 1.39% Reduce -3.3% 2,825,964 $320.7M
Boston Partners 0.28% Add +2.0% 2,371,880 $269.1M
Stifel Financial Corp. 0.24% Add +1.0% 2,333,172 $264.7M
Capital Research Global Investors 0.05% Reduce -1.5% 2,211,993 $251.0M
Alliancebernstein L.P. 0.07% Reduce -0.7% 2,040,209 $231.5M
Geode Capital Management, LLC 0.01% Add +1.7% 1,827,627 $207.4M
Dimensional Fund Advisors LP 0.04% Reduce -3.9% 1,626,321 $184.5M
AQR Capital Management 0.11% Add +26.8% 1,485,503 $168.6M
Millennium Management 0.13% Reduce -28.0% 1,437,821 $163.1M
Morgan Stanley 0.01% Reduce -8.0% 1,406,048 $159.5M
Invesco Ltd. 0.02% Reduce -0.4% 1,363,282 $154.7M
Fisher Asset Management 0.05% Reduce -2.0% 1,244,101 $141.2M
Bank of America Corp. 0.01% Add +3.0% 1,132,314 $128.5M
Northern Trust Corp. 0.02% Reduce -1.5% 1,088,419 $123.5M
Alyeska Investment Group, L.P. 0.37% Add +7.1% 1,068,774 $121.3M
Macquarie Group Ltd. 0.14% Reduce -7.8% 1,067,154 $121.1M
GW&K Investment Management, LLC 0.94% Reduce -8.9% 940,880 $106.8M
Bank of New York Mellon Corp 0.02% Reduce -2.3% 933,229 $105.9M
Marshall Wace, LLP 0.11% Reduce -14.2% 851,465 $96.6M
Charles Schwab Investment Management Inc. 0.02% Reduce -29.6% 843,373 $95.7M
Channing Capital Management, LLC 2.29% Reduce -13.4% 766,587 $87.0M
Principal Financial Group Inc. 0.04% Reduce -11.5% 736,026 $83.5M
Walleye Capital LLC 0.69% Add +54.4% 673,749 $76.5M
Victory Capital Management Inc. 0.04% Reduce -14.3% 663,263 $75.3M
Goldman Sachs Group Inc. 0.01% Add +26.0% 653,608 $74.2M
New York State Common Retirement Fund 0.09% Reduce -4.3% 619,526 $70.3M
Fuller & Thaler Asset Management, Inc. 0.24% Reduce -10.3% 610,922 $69.3M
Fiera Capital Corp 0.22% Reduce -2.1% 604,626 $68.6M
UBS Group AG 0.01% Add +206.9% 563,419 $63.9M
Van Lanschot Kempen Investment Management N.V. 0.55% Add +33.5% 541,195 $61.4M
Silvercrest Asset Management Group LLC 0.38% Reduce -23.7% 507,838 $57.6M
Ceredex Value Advisors LLC 1.30% New 494,635 $56.1M
Envestnet Asset Management Inc. 0.02% Reduce -1.4% 487,843 $55.4M
Hotchkis & Wiley Capital Management LLC 0.16% Reduce -2.3% 463,559 $52.6M
Systematic Financial Management LP 1.15% Reduce -0.8% 415,249 $47.1M
Kennedy Capital Management LLC 0.99% Reduce -3.5% 395,332 $44.9M
Prana Capital Management, LP 1.27% Add +74.6% 335,262 $38.0M
Qube Research & Technologies Ltd 0.05% Add +130.9% 315,092 $35.8M
Assenagon Asset Management S.A. 0.05% New 313,527 $35.6M
Wells Fargo & Company 0.01% Reduce -2.7% 308,513 $35.0M
Retirement Systems of Alabama 0.11% Reduce -0.7% 290,780 $33.0M
Balyasny Asset Management L.P. 0.07% Reduce -38.3% 282,736 $32.1M
T. Rowe Price Associates Inc. 0.00% Add +15.1% 281,775 $32.0M
Barclays PLC 0.01% Add +0.7% 278,907 $31.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -38.9% 269,206 $30.5M
Rhumbline Advisers 0.02% Reduce -1.3% 263,284 $29.9M
JPMorgan Chase & Co. 0.00% Add +6.1% 258,600 $29.3M
Nuveen, LLC 0.01% Reduce -5.8% 248,194 $28.2M
Point72 Asset Management 0.07% New 246,882 $28.0M
Algebris (uk) Ltd. 3.21% Add +136.8% 246,198 $27.9M
Sei Investments Co. 0.03% Add +0.9% 245,157 $27.8M
Citadel Advisors 0.02% Add +159.1% 222,483 $25.2M
Glenmede Investment Management, LP 0.11% Reduce -5.6% 204,699 $23.2M
State of Wisconsin Investment Board 0.05% Reduce -0.0% 204,621 $23.2M
Amundi 0.01% Add +540.1% 204,224 $23.1M
Ancora Advisors LLC 0.45% Add +1.2% 199,532 $22.6M
Swiss National Bank 0.01% Add +0.5% 199,113 $22.6M
California Public Employees Retirement System 0.01% Add +5.4% 195,190 $22.1M
Legal & General Group Plc 0.00% Reduce -6.0% 184,506 $20.9M
AEGON ASSET MANAGEMENT UK Plc 0.25% Add +32.2% 184,047 $20.9M
Jane Street Group, LLC 0.02% New 181,625 $20.6M
Loomis Sayles & Co. L P 0.02% Add +4.1% 169,441 $19.2M
Axiom Investors LLC 0.14% Add +54.2% 168,235 $19.1M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.09% Reduce -5.8% 163,097 $18.5M
Royal Bank of Canada 0.00% Add +43.4% 161,902 $18.4M
Peregrine Capital Management LLC 0.53% Reduce -1.3% 155,186 $17.6M
Raymond James Financial Inc. 0.01% Reduce -0.4% 153,395 $17.4M
D. E. Shaw & Co. 0.01% Add +209.7% 152,056 $17.3M
Access Investment Management LLC 4.34% Add +0.0% 142,492 $16.2M
Picton Mahoney Asset Management 0.20% New 137,454 $15.6M
New York State Teachers Retirement System 0.03% Add +0.9% 137,434 $15.6M
Moran Wealth Management, LLC 0.46% Add +22.1% 133,462 $15.1M
Quantinno Capital Management LP 0.04% Add +95.2% 132,342 $15.0M
Crestwood Advisors Group, LLC 0.25% Reduce -0.1% 127,286 $14.4M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -39.2% 124,000 $14.1M
Ameriprise Financial Inc. 0.00% Reduce -10.8% 123,799 $14.0M
Lazard Asset Management LLC 0.02% Add +0.5% 121,721 $13.8M
Algert Global LLC 0.22% Add +67.1% 113,942 $12.9M
BNP Paribas Financial Markets 0.01% Add +80.0% 112,988 $12.8M
HRT Financial LP 0.05% Add +762.8% 112,798 $12.8M
Freestone Grove Partners LP 0.10% New 112,459 $12.8M
State Board of Administration of Florida Retirement System 0.02% Reduce -13.1% 112,076 $12.7M
Curi Capital, LLC 0.23% Add +57.2% 110,250 $12.5M
Deutsche Bank AG 0.00% Add +924.2% 108,359 $12.3M
Agf Management Ltd. 0.05% No change 108,179 $12.3M
EULAV Asset Management 0.28% No change 104,422 $11.8M
Treasurer of the State of North Carolina 0.04% Add +123.3% 104,213 $11.8M
Edgestream Partners, L.P. 0.34% New 101,407 $11.5M
Schroder Investment Management Group 0.01% Add +2.5% 99,333 $11.4M
Heartland Advisors Inc. 0.59% Reduce -7.2% 99,074 $11.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -2.0% 98,176 $11.1M
Los Angeles Capital Management LLC 0.04% Add +59.3% 96,862 $11.0M
California State Teachers Retirement System 0.01% Add +2.0% 96,593 $11.0M
CANADA LIFE ASSURANCE Co 0.02% Add +1.4% 92,068 $10.6M
Tudor Investment Corporation 0.07% New 92,880 $10.5M

"% 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 552 holders