Stifel FinancialSF

13F holders, Q4 2025 (December 31)
630holders +78
98new positions
38sold out
6famous investors
$125.21avg. 13F price*

At the end of Q4 2025, 630 institutions reported holding Stifel Financial Corp. (SF) in their 13F filings, up 78 from Q3 2025. 98 opened new positions and 38 sold out. The largest holders were Vanguard Group Inc. ($1.2B), BlackRock, Inc. ($1.2B) and FMR LLC ($690.9M). 6 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Paul Tudor Jones (0.0% 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions98$110.4M
Exits38$189.6M

All 13F filers, Q3 2025 → Q4 2025: 7,843,057 shares bought and 8,018,435 shares sold, net −175,378 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 630 holders

Vanguard Group Inc. 0.02% Reduce -4.1% 9,590,884 $1.2B
BlackRock, Inc. 0.02% Reduce -0.4% 9,334,805 $1.2B
FMR LLC 0.04% Reduce -5.9% 5,517,582 $690.9M
Wellington Management Group LLP 0.07% Reduce -3.6% 3,329,018 $416.9M
State Street Corp. 0.01% Reduce -2.7% 3,063,478 $383.6M
AQR Capital Management 0.19% Add +94.8% 2,893,850 $362.4M
Earnest Partners LLC 1.36% Reduce -10.2% 2,537,976 $317.8M
Boston Partners 0.30% Reduce -2.0% 2,323,261 $290.9M
Stifel Financial Corp. 0.26% Reduce -2.0% 2,285,365 $286.2M
Capital Research Global Investors 0.05% Reduce -0.2% 2,208,488 $276.5M
Alliancebernstein L.P. 0.08% Add +4.0% 2,122,767 $265.8M
Geode Capital Management, LLC 0.01% Add +0.9% 1,844,635 $231.0M
Dimensional Fund Advisors LP 0.05% Add +6.1% 1,725,806 $216.1M
Invesco Ltd. 0.02% Add +4.8% 1,428,245 $178.8M
Morgan Stanley 0.01% Reduce -0.1% 1,405,203 $176.0M
Norges Bank 0.02% — 1,377,145 $172.4M
Marshall Wace, LLP 0.16% Add +50.9% 1,284,806 $160.9M
Fisher Asset Management 0.05% Reduce -3.7% 1,198,035 $150.0M
Bank of America Corp. 0.01% Add +4.4% 1,182,064 $148.0M
Northern Trust Corp. 0.02% Reduce -7.9% 1,002,096 $125.5M
Nomura Asset Management International Inc. 0.18% — 973,828 $121.9M
Bank of New York Mellon Corp 0.02% Add +4.2% 972,611 $121.8M
Goldman Sachs Group Inc. 0.02% Add +43.2% 935,945 $117.2M
GW&K Investment Management, LLC 0.97% Reduce -4.6% 897,401 $112.4M
Charles Schwab Investment Management Inc. 0.02% Reduce -0.2% 841,751 $105.4M
Fiera Capital Corp 0.32% Add +33.1% 804,609 $100.8M
Channing Capital Management, LLC 2.35% Reduce -4.9% 728,906 $91.3M
Principal Financial Group Inc. 0.05% Reduce -1.6% 723,921 $90.6M
Balyasny Asset Management L.P. 0.16% Add +137.3% 670,926 $84.0M
Alyeska Investment Group, L.P. 0.24% Reduce -37.7% 666,059 $83.4M
Victory Capital Management Inc. 0.04% Reduce -5.5% 626,724 $78.5M
New York State Common Retirement Fund 0.10% Reduce -0.4% 616,944 $77.3M
Fuller & Thaler Asset Management, Inc. 0.25% Reduce -3.3% 590,949 $74.0M
Voya Investment Management LLC 0.08% Add +4471.3% 584,755 $73.2M
Qube Research & Technologies Ltd 0.09% Add +58.5% 499,371 $62.5M
Silvercrest Asset Management Group LLC 0.42% Reduce -3.2% 491,620 $61.6M
Envestnet Asset Management Inc. 0.02% Reduce -15.0% 414,742 $51.9M
Hotchkis & Wiley Capital Management LLC 0.16% Reduce -10.7% 414,099 $51.9M
Systematic Financial Management LP 1.22% Reduce -0.4% 413,675 $51.8M
BNP Paribas Financial Markets 0.03% Add +245.0% 389,794 $48.8M
Kennedy Capital Management LLC 1.02% Reduce -2.8% 384,332 $48.1M
UBS Group AG 0.01% Reduce -34.6% 368,306 $46.1M
Loomis Sayles & Co. L P 0.06% Add +117.1% 367,804 $46.1M
Van Lanschot Kempen Investment Management N.V. 0.38% Reduce -34.9% 352,368 $44.1M
T. Rowe Price Associates Inc. 0.00% Add +17.7% 331,729 $41.5M
Freestone Grove Partners LP 0.29% Add +183.9% 319,274 $40.0M
Algebris (uk) Ltd. 3.20% Add +29.1% 317,834 $39.8M
Wells Fargo & Company 0.01% Reduce -5.4% 291,784 $36.5M
Retirement Systems of Alabama 0.12% Reduce -0.5% 289,457 $36.2M
D. E. Shaw & Co. 0.03% Add +90.3% 289,386 $36.2M
JPMorgan Chase & Co. 0.00% Add +2.7% 265,680 $33.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -2.9% 261,497 $32.7M
Rhumbline Advisers 0.03% Reduce -3.1% 255,170 $32.0M
Sei Investments Co. 0.03% Add +4.0% 254,899 $31.9M
Amundi 0.01% Add +18.7% 242,482 $30.4M
Walleye Capital LLC 0.17% Reduce -66.1% 228,302 $28.6M
Nuveen, LLC 0.01% Reduce -11.7% 219,279 $27.5M
Quantinno Capital Management LP 0.05% Add +61.7% 214,031 $26.8M
Interval Partners, LP 0.61% Add +158.4% 208,701 $26.1M
Ancora Advisors LLC 0.53% Add +2.3% 204,067 $25.6M
Prana Capital Management, LP 0.92% Reduce -39.7% 202,235 $25.3M
Swiss National Bank 0.01% Add +1.2% 201,413 $25.2M
California Public Employees Retirement System 0.01% Add +3.1% 201,225 $25.2M
Panagora Asset Management Inc. 0.09% Add +3822.2% 200,973 $25.2M
Algert Global LLC 0.38% Add +71.4% 195,278 $24.5M
Glenmede Trust Co. NA 0.11% — 189,012 $23.7M
Picton Mahoney Asset Management 0.26% Add +37.5% 188,987 $23.7M
State of Wisconsin Investment Board 0.05% Reduce -8.5% 187,275 $23.5M
Ceredex Value Advisors LLC 0.70% Reduce -62.6% 184,850 $23.1M
Axiom Investors LLC 0.20% Add +7.9% 181,474 $22.7M
Jane Street Group, LLC 0.03% Reduce -2.8% 176,547 $22.1M
Raymond James Financial Inc. 0.01% Add +4.6% 160,437 $20.1M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.10% Reduce -1.9% 159,989 $20.0M
Jain Global LLC 0.20% Add +319.2% 157,326 $19.7M
Millennium Management 0.01% Reduce -89.3% 153,520 $19.2M
Legal & General Group Plc 0.00% Reduce -16.9% 153,382 $19.2M
Voleon Capital Management LP 0.41% Add +72.9% 152,429 $19.1M
Ameriprise Financial Inc. 0.00% Add +21.1% 149,901 $18.8M
Alberta Investment Management Corp 0.12% New 146,000 $18.3M
Schroder Investment Management Group 0.01% Add +44.7% 143,751 $18.2M
Cerity Partners LLC 0.03% Add +211.3% 144,074 $18.0M
Adage Capital Partners Gp, L.L.C. 0.03% Add +16.1% 144,000 $18.0M
New York State Teachers Retirement System 0.03% Add +4.3% 143,273 $17.9M
Ieq Capital, LLC 0.05% Add +200.7% 140,632 $17.6M
Moran Wealth Management, LLC 0.53% Add +2.6% 136,894 $17.1M
Peregrine Capital Management LLC 0.52% Reduce -12.6% 135,653 $17.0M
AEGON ASSET MANAGEMENT UK Plc 0.20% Reduce -26.8% 134,663 $16.9M
Brevan Howard Capital Management LP 0.34% Add +557.7% 130,145 $16.3M
Access Investment Management LLC 4.34% No change 142,492 $16.2M
Agf Management Ltd. 0.07% Add +19.1% 128,815 $16.1M
Crestwood Advisors Group, LLC 0.27% Add +0.2% 127,579 $16.0M
SG Americas Securities, LLC 0.02% Add +1891.5% 125,264 $15.7M
Barclays PLC 0.01% Reduce -56.0% 122,694 $15.4M
Curi Capital, LLC 0.23% Reduce -2.1% 107,977 $13.5M
Schonfeld Strategic Advisors LLC 0.07% Add +46.0% 105,852 $13.3M
EULAV Asset Management 0.35% No change 104,422 $13.1M
State Board of Administration of Florida Retirement System 0.02% Reduce -8.6% 102,415 $12.8M
Treasurer of the State of North Carolina 0.04% Reduce -3.5% 100,603 $12.6M
Royal Bank of Canada 0.00% Reduce -38.2% 100,045 $12.5M
Assenagon Asset Management S.A. 0.02% Reduce -68.4% 99,158 $12.4M

"% 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 630 holders