Stifel FinancialSF

13F holders, Q1 2026 (March 31)
635holders +5
68new positions
65sold out
9famous investors
$74.90avg. 13F price*

At the end of Q1 2026, 635 institutions reported holding Stifel Financial Corp. (SF) in their 13F filings, up 5 from Q4 2025. 68 opened new positions and 65 sold out. The largest holders were BlackRock, Inc. ($1.1B), AQR Capital Management ($622.1M) and FMR LLC ($601.4M). 9 famous investors held it, including Cliff Asness (0.3% of AQR Capital Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.1% of Point72 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions68$281.0M
Exits65$154.2M

All 13F filers, Q4 2025 → Q1 2026: 17,765,786 shares bought and 14,040,586 shares sold, net +3,725,200 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 635 holders

BlackRock, Inc. 0.02% Add +3.5% 14,487,418 $1.1B
AQR Capital Management 0.28% Add +95.1% 8,469,863 $622.1M
FMR LLC 0.03% Reduce -1.7% 8,136,211 $601.4M
Vanguard Portfolio Management LLC 0.03% — 7,123,755 $526.6M
Vanguard Capital Management LLC 0.01% — 6,647,564 $491.4M
State Street Corp. 0.01% Add +1.3% 4,652,555 $343.9M
Alliancebernstein L.P. 0.11% Reduce -15.0% 2,707,099 $339.0M
Boston Partners 0.33% Add +21.7% 4,240,380 $313.5M
Stifel Financial Corp. 0.26% Add +10.1% 3,775,258 $279.1M
Wellington Management Group LLP 0.05% Reduce -25.9% 3,698,168 $273.4M
Earnest Partners LLC 1.12% Reduce -3.1% 3,690,114 $272.8M
Geode Capital Management, LLC 0.01% Add +3.0% 2,851,460 $210.8M
Capital Research Global Investors 0.03% Reduce -15.5% 2,797,955 $206.8M
Dimensional Fund Advisors LP 0.04% Add +1.1% 2,616,616 $193.4M
Morgan Stanley 0.01% Reduce -6.3% 1,974,628 $146.0M
Bank of America Corp. 0.01% Add +5.8% 1,875,501 $138.6M
Fisher Asset Management 0.04% Reduce -6.1% 1,687,811 $124.8M
Northern Trust Corp. 0.01% Add +1.8% 1,529,587 $113.1M
Nomura Asset Management International Inc. 0.19% Add +0.1% 1,462,639 $108.1M
Bank of New York Mellon Corp 0.02% Reduce -6.3% 1,367,474 $101.1M
Jacobs Levy Equity Management, Inc. 0.42% New 1,364,978 $100.9M
Charles Schwab Investment Management Inc. 0.02% Add +5.6% 1,333,385 $98.6M
GW&K Investment Management, LLC 0.85% Reduce -2.9% 1,307,745 $96.7M
Marshall Wace, LLP 0.10% Reduce -32.9% 1,292,478 $95.5M
Qube Research & Technologies Ltd 0.13% Add +68.8% 1,264,455 $93.5M
Fiera Capital Corp 0.31% Add +1.5% 1,225,145 $90.6M
Fuller & Thaler Asset Management, Inc. 0.30% Add +37.5% 1,218,982 $90.1M
Goldman Sachs Group Inc. 0.01% Reduce -20.8% 1,111,958 $82.2M
Principal Financial Group Inc. 0.04% Reduce -1.0% 1,075,067 $79.5M
Vanguard Fiduciary Trust Co. 0.02% — 940,283 $69.5M
Victory Capital Management Inc. 0.04% Reduce -7.5% 869,575 $64.3M
UBS Group AG 0.01% Add +42.1% 785,075 $58.0M
Point72 Asset Management 0.10% New 726,138 $53.7M
New York State Common Retirement Fund 0.07% Reduce -25.5% 689,714 $51.0M
BNP Paribas Financial Markets 0.03% Add +15.5% 675,530 $49.9M
Loomis Sayles & Co. L P 0.07% Add +22.1% 673,597 $49.8M
Envestnet Asset Management Inc. 0.01% Add +2.9% 640,348 $47.3M
D. E. Shaw & Co. 0.04% Add +43.4% 622,384 $46.0M
Systematic Financial Management LP 1.05% Reduce -0.6% 616,827 $45.6M
Algebris (uk) Ltd. 3.26% Add +26.8% 604,368 $44.6M
Silvercrest Asset Management Group LLC 0.32% Reduce -19.4% 594,474 $43.9M
Hotchkis & Wiley Capital Management LLC 0.13% Reduce -8.0% 571,756 $42.3M
Invesco Ltd. 0.00% Reduce -74.0% 557,331 $41.2M
T. Rowe Price Associates Inc. 0.00% Add +1.8% 506,722 $37.5M
Amundi 0.01% Add +35.1% 491,417 $36.3M
Tudor Investment Corporation 0.20% Add +439.2% 489,907 $36.2M
Barclays PLC 0.01% Add +165.0% 487,652 $36.0M
Kennedy Capital Management LLC 0.76% Reduce -15.8% 485,301 $35.9M
Voloridge Investment Management, LLC 0.14% Add +956.4% 455,862 $33.7M
Walleye Capital LLC 0.22% Add +29.7% 444,122 $32.8M
Wells Fargo & Company 0.01% Reduce -1.3% 432,021 $31.9M
Jane Street Group, LLC 0.03% Add +63.1% 431,907 $31.9M
Millennium Management 0.02% Add +84.4% 424,556 $31.4M
Prana Capital Management, LP 0.96% Add +39.8% 424,078 $31.3M
Russell Investments Group, Ltd. 0.03% Add +549.3% 423,009 $31.3M
JPMorgan Chase & Co. 0.00% Add +8.2% 431,357 $31.0M
Sei Investments Co. 0.03% Add +7.9% 412,508 $30.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +4.6% 410,190 $30.3M
Retirement Systems of Alabama 0.10% Reduce -8.2% 398,483 $29.5M
Rhumbline Advisers 0.02% Add +1.9% 389,919 $28.8M
Algert Global LLC 0.41% Add +25.8% 368,515 $27.2M
Two Sigma Investments, LP 0.02% Add +1586.9% 366,321 $27.1M
Woodline Partners LP 0.10% Add +370.2% 362,864 $26.8M
Engineers Gate Manager LP 0.32% Add +231.1% 348,063 $25.7M
California Public Employees Retirement System 0.02% Add +13.3% 342,065 $25.3M
Bank of Nova Scotia 0.04% Add +210.9% 341,855 $25.3M
Panagora Asset Management Inc. 0.09% Add +11.1% 334,997 $24.8M
Van Lanschot Kempen Investment Management N.V. 0.21% Reduce -40.1% 316,652 $23.4M
Ieq Capital, LLC 0.11% Add +47.7% 311,569 $23.0M
Quantinno Capital Management LP 0.04% Reduce -4.0% 308,246 $22.8M
Citadel Advisors 0.02% New 305,130 $22.6M
Nuveen, LLC 0.01% Reduce -7.2% 305,127 $22.6M
Swiss National Bank 0.01% No change 302,119 $22.3M
SG Americas Securities, LLC 0.02% Add +57.8% 296,572 $21.9M
Ancora Advisors LLC 0.43% Reduce -11.4% 271,103 $20.0M
State of Wisconsin Investment Board 0.04% Reduce -6.5% 262,517 $19.4M
Voleon Capital Management LP 0.42% Add +14.8% 262,464 $19.4M
Raymond James Financial Inc. 0.01% Add +9.1% 262,442 $19.4M
Glenmede Trust Co. NA 0.09% Reduce -8.3% 260,062 $19.2M
Jain Global LLC 0.25% Add +6.0% 250,226 $18.5M
WINTON GROUP Ltd 0.64% New 246,970 $18.3M
Adage Capital Partners Gp, L.L.C. 0.03% Add +13.9% 246,000 $18.2M
Mariner, LLC 0.02% Add +70.8% 228,651 $16.9M
Ameriprise Financial Inc. 0.00% Add +0.8% 226,772 $16.8M
Voya Investment Management LLC 0.02% Reduce -74.2% 226,687 $16.8M
Brevan Howard Capital Management LP 0.17% Add +13.4% 221,321 $16.4M
Natixis 0.07% Add +135.0% 218,011 $16.1M
Access Investment Management LLC 4.21% No change 213,750 $15.8M
New York State Teachers Retirement System 0.03% Reduce -2.3% 209,930 $15.5M
Moran Wealth Management, LLC 0.46% Reduce -0.5% 204,372 $15.1M
Legal & General Group Plc 0.00% Reduce -13.6% 198,904 $14.7M
Peregrine Capital Management LLC 0.53% Reduce -4.2% 195,017 $14.4M
Crestwood Advisors Group, LLC 0.24% Add +1.2% 193,596 $14.3M
Axiom Investors LLC 0.16% Reduce -29.0% 193,310 $14.3M
Deutsche Bank AG 0.00% Add +62.9% 185,877 $13.7M
Curi Capital, LLC 0.24% Add +14.4% 185,235 $13.7M
Cerity Partners LLC 0.02% Reduce -15.3% 183,157 $13.5M
National Bank of Canada 0.01% Add +22491.8% 179,944 $13.3M
Caisse de depot et placement du Quebec 0.02% New 178,394 $13.2M
California State Teachers Retirement System 0.01% Add +22.7% 177,538 $13.1M

"% 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 635 holders