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Stifel Financial Top Holdings and 13F Report (2025)

About Stifel Financial

Stifel Financial NYSE: SF has filed 13-F forms with the SEC as an investor. Stifel Financial is itself a publicly traded company. For more information on Stifel Financial stock, visit the Stifel Financial stock profile here.

Investment Activity

  • Stifel Financial has $94.08 billion in total holdings as of March 31, 2025.
  • Stifel Financial owns shares of 3,446 different stocks, but just 292 companies or ETFs make up 80% of its holdings.
  • Approximately 4.29% of the portfolio was purchased this quarter.
  • About 3.85% of the portfolio was sold this quarter.
  • This quarter, Stifel Financial has purchased 3,373 new stocks and bought additional shares in 1,702 stocks.
  • Stifel Financial sold shares of 1,433 stocks and completely divested from 147 stocks this quarter.

Largest Holdings

Microsoft
$2,689,300,450
Apple
$2,559,870,654
NVIDIA
$1,964,014,556
Amazon.com
$1,581,111,996
Visa
$1,292,370,768

Largest New Holdings this Quarter

33738D788 - FIRST TR EXCHANGE-TRADED FD
$14,301,421 Holding
33740F821 - First Trust Active Factor Large Cap ETF
$12,720,197 Holding
46137V225 - Invesco S&P MidCap 400 GARP ETF
$8,420,264 Holding
46431W648 - iShares U.S. Tech Independence Focused ETF
$6,321,118 Holding
29772L108 - Eton Pharmaceuticals
$4,153,480 Holding

Largest Purchases this Quarter

Oracle
1,733,487 shares (about $242.36M)
Fastenal
1,366,782 shares (about $106.00M)
iShares 10-20 Year Treasury Bond ETF
698,767 shares (about $72.50M)
iShares MSCI USA Equal Weighted ETF
773,992 shares (about $72.44M)
Johnson & Johnson
415,087 shares (about $68.84M)

Largest Sales this Quarter

Norfolk Southern
1,029,267 shares (about $243.80M)
Genuine Parts
1,906,860 shares (about $227.18M)
LABCORP HOLDINGS INC
479,125 shares (about $111.51M)
iShares Core S&P Total U.S. Stock Market ETF
704,348 shares (about $85.94M)
Apple
354,731 shares (about $78.80M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofStifel Financial

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Co. stock logo
MSFT
Microsoft
$2,689,300,450$3,440,987 0.1%7,163,6792.9%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$2,559,870,654$78,798,417 -3.0%11,523,9052.7%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,964,014,556$25,002,147 -1.3%18,121,4272.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,581,111,996$3,545,687 0.2%8,310,2661.7%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$1,292,370,768$30,122,784 -2.3%3,687,5071.4%Business Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,010,823,338$20,092,615 2.0%6,536,4441.1%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,008,883,194$10,642,846 -1.0%4,112,7541.1%Finance
Walmart Inc. stock logo
WMT
Walmart
$945,023,159$75,055,804 -7.4%10,764,5491.0%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$913,888,208$7,852,122 -0.9%2,493,4841.0%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$901,608,646$55,022,819 6.5%6,012,9891.0%Consumer Staples
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$895,325,178$20,263,652 2.3%1,600,5141.0%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$842,020,885$22,964,182 -2.7%1,607,5050.9%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$830,254,601$68,839,075 9.0%5,006,2830.9%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$809,649,799$24,849,885 -3.0%4,835,6680.9%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$786,093,575$18,036,732 2.3%4,612,5990.8%Consumer Staples
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$768,273,500$7,910,281 1.0%10,155,6130.8%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$760,149,982$11,703,818 1.6%1,479,0810.8%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$754,991,830$24,380,420 3.3%1,309,8480.8%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$694,768,903$2,898,536 -0.4%734,4300.7%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$668,753,469$8,435,937 1.3%809,6290.7%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$668,269,711$7,444,280 1.1%7,445,0380.7%Medical
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$657,824,481$10,674,528 1.6%7,086,3310.7%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$626,158,180$6,005,439 1.0%6,329,9390.7%Finance
The Coca-Cola Company stock logo
KO
Coca-Cola
$623,601,803$11,229,338 1.8%8,707,0610.7%Consumer Staples
Accenture plc stock logo
ACN
Accenture
$594,794,287$4,645,663 0.8%1,906,0150.6%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$574,563,673$10,451,612 -1.8%1,880,4850.6%Business Services
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$567,526,528$17,491,590 -3.0%9,196,6630.6%Computer and Technology
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$554,335,303$11,384,979 2.1%2,271,5860.6%Finance
Union Pacific Co. stock logo
UNP
Union Pacific
$554,197,068$4,058,669 0.7%2,345,8690.6%Transportation
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$551,406,122$5,903,955 1.1%1,234,2290.6%Aerospace
Alphabet Inc. stock logo
GOOG
Alphabet
$545,363,982$7,025,326 -1.3%3,490,7110.6%Computer and Technology
Medtronic plc stock logo
MDT
Medtronic
$532,918,761$8,522,822 1.6%5,930,5100.6%Medical
Waste Management, Inc. stock logo
WM
Waste Management
$529,013,764$11,700,725 -2.2%2,285,0170.6%Business Services
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$521,762,746$38,636 0.0%2,903,4500.6%Computer and Technology
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$517,099,413$26,039,738 5.3%2,713,2900.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$507,718,468$15,626,974 -3.0%953,3180.5%Finance
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$502,774,513$43,647,244 9.5%5,481,0260.5%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$502,493,436$37,911,730 -7.0%2,398,2860.5%Medical
Chevron Co. stock logo
CVX
Chevron
$494,705,855$10,246,418 2.1%2,957,1060.5%Energy
Oracle Co. stock logo
ORCL
Oracle
$489,763,656$242,359,716 98.0%3,503,0530.5%Computer and Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$482,850,616$81,246 0.0%1,337,1860.5%ETF
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$480,578,830$4,908,705 1.0%5,128,8650.5%Consumer Staples
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$477,120,978$4,972,913 -1.0%1,617,7110.5%Basic Materials
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$470,924,934$4,272,514 -0.9%4,277,6050.5%Consumer Staples
Emerson Electric Co. stock logo
EMR
Emerson Electric
$467,790,045$7,638,254 -1.6%4,266,5590.5%Industrials
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$467,782,388$6,033,687 -1.3%3,933,2510.5%Energy
Amgen Inc. stock logo
AMGN
Amgen
$452,070,199$15,102,698 3.5%1,450,9160.5%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$450,264,170$29,430,705 -6.1%1,810,6520.5%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$450,241,569$482,120 0.1%482,8150.5%Consumer Discretionary
Tractor Supply stock logo
TSCO
Tractor Supply
$449,705,238$3,995,976 -0.9%8,161,4780.5%Retail/Wholesale
Invesco QQQ stock logo
QQQ
Invesco QQQ
$448,604,111$24,810,782 5.9%956,5580.5%Finance
Amphenol Co. stock logo
APH
Amphenol
$436,691,580$15,038,393 -3.3%6,657,8770.5%Computer and Technology
Republic Services, Inc. stock logo
RSG
Republic Services
$436,466,763$5,522,275 -1.2%1,802,3710.5%Business Services
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$432,493,434$4,959,124 -1.1%1,743,7970.5%Industrials
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$414,109,984$1,939,155 -0.5%736,9670.4%ETF
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$402,554,976$11,850,835 -2.9%407,4860.4%Industrials
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$385,165,873$9,531,396 -2.4%3,162,2620.4%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$384,789,844$4,309,759 1.1%701,9460.4%Business Services
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$381,896,261$9,721,268 -2.5%1,575,0380.4%Business Services
Eaton Co. plc stock logo
ETN
Eaton
$377,980,630$4,228,008 1.1%1,390,4260.4%Industrials
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$356,099,152$45,658,929 -11.4%1,892,5250.4%ETF
Salesforce, Inc. stock logo
CRM
Salesforce
$353,049,858$18,814,737 5.6%1,315,4880.4%Computer and Technology
McDonald's Co. stock logo
MCD
McDonald's
$350,430,986$4,753,839 1.4%1,121,6530.4%Retail/Wholesale
The Clorox Company stock logo
CLX
Clorox
$349,075,786$3,855,807 1.1%2,370,5930.4%Consumer Staples
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$348,540,349$17,779,204 -4.9%3,716,5710.4%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$343,196,469$7,024,357 2.1%1,620,6220.4%Multi-Sector Conglomerates
Cummins Inc. stock logo
CMI
Cummins
$340,349,481$11,841,494 -3.4%1,085,8480.4%Auto/Tires/Trucks
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$337,817,727$19,599,621 6.2%6,646,0200.4%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$331,263,124$367,046 -0.1%1,941,2990.4%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$331,184,642$4,186,163 1.3%665,5080.4%Medical
Elevance Health, Inc. stock logo
ELV
Elevance Health
$326,604,353$21,811,351 7.2%750,8440.3%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$308,622,952$12,415,458 4.2%6,803,8470.3%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$306,924,724$35,030 0.0%385,5180.3%Computer and Technology
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$300,752,489$24,764,925 9.0%1,759,8780.3%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$272,267,611$9,966,804 3.8%5,879,2330.3%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$272,244,311$8,178,767 3.1%535,7830.3%Business Services
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$271,443,408$1,944,124 0.7%731,9010.3%ETF
Adobe Inc. stock logo
ADBE
Adobe
$265,286,086$14,424,663 -5.2%691,6910.3%Computer and Technology
Cintas Co. stock logo
CTAS
Cintas
$262,775,469$13,126,400 -4.8%1,278,5040.3%Business Services
LINDE PLC
$261,807,389$10,906,351 -4.0%562,1740.3%SHS
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$257,985,435$9,376,882 3.8%1,493,4840.3%ETF
Stryker Co. stock logo
SYK
Stryker
$250,762,660$23,553,462 10.4%673,6060.3%Medical
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$242,661,158$6,632,871 2.8%1,094,2830.3%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$240,617,397$1,473,838 0.6%835,0700.3%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$240,339,284$10,054,499 4.4%9,484,5880.3%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$240,014,080$4,852,043 -2.0%1,809,3400.3%Medical
Intuit Inc. stock logo
INTU
Intuit
$239,526,392$13,855,001 -5.5%390,0710.3%Computer and Technology
RTX Co. stock logo
RTX
RTX
$237,710,830$1,111,747 -0.5%1,794,5690.3%Aerospace
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$226,280,315$777,891 0.3%157,9530.2%Retail/Wholesale
iShares Broad USD Investment Grade Corporate Bond ETF stock logo
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
$225,899,548$8,763,335 4.0%4,422,4660.2%Manufacturing
Stifel Financial Corp. stock logo
SF
Stifel Financial
$225,865,127$22,552,570 11.1%2,396,1910.2%Finance
The Williams Companies, Inc. stock logo
WMB
Williams Companies
$223,656,776$5,959,303 -2.6%3,742,5610.2%Energy
Philip Morris International Inc. stock logo
PM
Philip Morris International
$222,429,573$70,396,439 -24.0%1,401,3140.2%Consumer Staples
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$220,003,202$4,482,024 2.1%405,5950.2%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$218,689,625$41,487,189 23.4%3,001,5010.2%Computer and Technology
The Hershey Company stock logo
HSY
Hershey
$217,671,484$30,088,863 16.0%1,272,6920.2%Consumer Staples
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$214,952,016$42,233,112 24.5%1,954,2040.2%Transportation
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$208,265,628$12,123,751 6.2%420,5080.2%Medical
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$207,097,254$13,734,002 7.1%3,837,2550.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$206,995,673$44,926,354 -17.8%4,573,4690.2%ETF

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