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 $102.81 billion in total holdings as of June 30, 2025.
Stifel Financial owns shares of 3,462 different stocks, but just 295 companies or ETFs make up 80% of its holdings.
Approximately 4.98% of the portfolio was purchased this quarter.
About 2.73% of the portfolio was sold this quarter.
This quarter, Stifel Financial has purchased 3,446 new stocks and bought additional shares in 1,769 stocks.
Stifel Financial sold shares of 1,413 stocks and completely divested from 183 stocks this quarter.

Largest Holdings

Microsoft: $3,562,945,668
NVIDIA: $2,871,260,331
Apple: $2,343,031,831
Amazon.com: $1,854,030,942
Broadcom: $1,357,884,789

Largest New Holdings this Quarter

46138R108 - Invesco CurrencyShares Swiss Franc Trust: $43,813,620 Holding
46435G672 - iShares Core International Aggregate Bond ETF: $21,644,376 Holding
09290C780 - BLACKROCK ETF TRUST: $13,561,149 Holding
75526L878 - RBB FUND TRUST: $12,244,542 Holding
46654Q575 - J P MORGAN EXCHANGE TRADED F: $11,886,239 Holding

Largest Purchases this Quarter

Moody's: 693,230 shares (about $347.72M)
O'Reilly Automotive: 2,218,738 shares (about $199.98M)
iShares Core U.S. Aggregate Bond ETF: 1,453,762 shares (about $144.21M)
SPDR Portfolio Developed World ex-US ETF: 3,477,325 shares (about $140.80M)
iShares 10-20 Year Treasury Bond ETF: 1,034,502 shares (about $105.11M)

Largest Sales this Quarter

Invesco S&P MidCap Quality ETF: 1,444,233 shares (about $141.88M)
Amphenol: 1,123,482 shares (about $110.94M)
Hormel Foods: 3,383,050 shares (about $102.34M)
iShares BB Rated Corporate Bond ETF: 1,919,506 shares (about $90.22M)
iShares MSCI USA Equal Weighted ETF: 664,450 shares (about $65.86M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$3,562,945,668	$499,919 ▼	0.0%	7,162,674	3.5%	Computer and Technology
NVDA NVIDIA	$2,871,260,331	$8,231,035 ▲	0.3%	18,173,525	2.8%	Computer and Technology
AAPL Apple	$2,343,031,831	$21,386,840 ▼	-0.9%	11,419,668	2.3%	Computer and Technology
AMZN Amazon.com	$1,854,030,942	$30,840,333 ▲	1.7%	8,450,839	1.8%	Retail/Wholesale
AVGO Broadcom	$1,357,884,789	$24,904,407 ▲	1.9%	4,926,014	1.3%	Computer and Technology
V Visa	$1,261,470,215	$47,835,459 ▼	-3.7%	3,552,784	1.2%	Business Services
JPM JPMorgan Chase & Co.	$1,184,844,646	$7,512,035 ▼	-0.6%	4,086,843	1.2%	Finance
GOOGL Alphabet	$1,107,161,776	$44,777,358 ▼	-3.9%	6,282,364	1.1%	Computer and Technology
WMT Walmart	$1,038,895,232	$13,669,343 ▼	-1.3%	10,624,753	1.0%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$1,024,616,405	$35,716,849 ▲	3.6%	1,658,321	1.0%	Finance
META Meta Platforms	$1,007,700,434	$40,865,687 ▲	4.2%	1,365,212	1.0%	Computer and Technology
HD Home Depot	$928,764,931	$14,496,031 ▲	1.6%	2,533,019	0.9%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$872,075,818	$31,878,050 ▲	3.8%	1,535,199	0.8%	ETF
IEFA iShares Core MSCI EAFE ETF	$825,525,361	$22,266,058 ▼	-2.6%	9,888,890	0.8%	ETF
PEP PepsiCo	$819,178,728	$25,208,630 ▲	3.2%	6,203,902	0.8%	Consumer Staples
IVW iShares S&P 500 Growth ETF	$784,957,651	$4,750,169 ▲	0.6%	7,129,475	0.8%	ETF
ORCL Oracle	$773,229,569	$7,351,921 ▲	1.0%	3,536,680	0.8%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$772,146,078	$144,213,739 ▲	23.0%	7,783,701	0.8%	Finance
JNJ Johnson & Johnson	$758,300,298	$6,435,269 ▼	-0.8%	4,964,155	0.7%	Medical
PG Procter & Gamble	$744,250,617	$9,358,619 ▲	1.3%	4,671,339	0.7%	Consumer Staples
COST Costco Wholesale	$741,219,678	$14,004,072 ▲	1.9%	748,573	0.7%	Retail/Wholesale
NFLX Netflix	$646,240,334	$310,678 ▼	0.0%	482,583	0.6%	Consumer Discretionary
LLY Eli Lilly and Company	$644,552,923	$13,347,917 ▲	2.1%	826,750	0.6%	Medical
CSCO Cisco Systems	$626,960,317	$11,105,612 ▼	-1.7%	9,036,594	0.6%	Computer and Technology
TXN Texas Instruments	$614,124,382	$11,293,999 ▲	1.9%	2,957,846	0.6%	Computer and Technology
MRK Merck & Co., Inc.	$614,056,272	$24,705,657 ▲	4.2%	7,757,135	0.6%	Medical
KO CocaCola	$607,954,890	$8,076,198 ▼	-1.3%	8,592,911	0.6%	Consumer Staples
GOOG Alphabet	$591,904,004	$27,322,366 ▼	-4.4%	3,336,689	0.6%	Computer and Technology
LMT Lockheed Martin	$581,617,173	$9,934,957 ▲	1.7%	1,255,678	0.6%	Aerospace
ACN Accenture	$580,273,799	$10,544,101 ▲	1.9%	1,941,290	0.6%	Computer and Technology
IVE iShares S&P 500 Value ETF	$572,221,979	$41,989,060 ▲	7.9%	2,928,155	0.6%	ETF
EMR Emerson Electric	$566,624,413	$2,242,369 ▼	-0.4%	4,249,741	0.6%	Industrials
ADP Automatic Data Processing	$565,783,382	$14,182,049 ▼	-2.4%	1,834,501	0.6%	Computer and Technology
APH Amphenol	$546,526,748	$110,944,912 ▼	-16.9%	5,534,395	0.5%	Computer and Technology
UNP Union Pacific	$538,449,919	$1,296,292 ▼	-0.2%	2,340,235	0.5%	Transportation
IWF iShares Russell 1000 Growth ETF	$536,134,613	$31,614,155 ▼	-5.6%	1,262,727	0.5%	ETF
QQQ Invesco QQQ	$535,402,389	$7,666,465 ▲	1.5%	970,454	0.5%	Finance
UNH UnitedHealth Group	$532,190,194	$30,648,104 ▲	6.1%	1,705,736	0.5%	Medical
MDT Medtronic	$520,573,372	$3,606,341 ▲	0.7%	5,971,881	0.5%	Medical
IBM International Business Machines	$518,736,635	$15,038,792 ▼	-2.8%	1,759,638	0.5%	Computer and Technology
WM Waste Management	$511,455,649	$11,411,461 ▼	-2.2%	2,235,147	0.5%	Business Services
ETN Eaton	$508,408,376	$12,011,969 ▲	2.4%	1,424,072	0.5%	Industrials
MMC Marsh & McLennan Companies	$493,066,895	$3,594,895 ▼	-0.7%	2,255,144	0.5%	Finance
BRK.B Berkshire Hathaway	$474,204,052	$11,110,537 ▲	2.4%	976,190	0.5%	Finance
ABBV AbbVie	$464,136,151	$18,963,077 ▲	4.3%	2,500,446	0.5%	Medical
CL Colgate-Palmolive	$463,554,351	$2,664,489 ▼	-0.6%	5,099,553	0.5%	Consumer Staples
APD Air Products and Chemicals	$460,046,857	$3,734,364 ▲	0.8%	1,630,950	0.4%	Basic Materials
CVX Chevron	$457,745,725	$34,308,896 ▲	8.1%	3,196,705	0.4%	Energy
XOM Exxon Mobil	$453,500,470	$29,496,625 ▲	7.0%	4,206,875	0.4%	Energy
VEA Vanguard FTSE Developed Markets ETF	$449,266,534	$70,376,671 ▲	18.6%	7,880,481	0.4%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$448,212,822	$54,562,155 ▼	-10.9%	4,886,214	0.4%	ETF
ITW Illinois Tool Works	$433,220,321	$2,048,305 ▲	0.5%	1,752,081	0.4%	Industrials
RSG Republic Services	$432,194,550	$12,293,153 ▼	-2.8%	1,752,523	0.4%	Business Services
TSCO Tractor Supply	$426,237,447	$4,444,562 ▼	-1.0%	8,077,253	0.4%	Retail/Wholesale
AMGN Amgen	$423,046,789	$17,908,378 ▲	4.4%	1,515,051	0.4%	Medical
CHD Church & Dwight	$413,771,501	$2,647,850 ▲	0.6%	4,305,155	0.4%	Consumer Staples
GWW W.W. Grainger	$413,075,181	$10,836,918 ▼	-2.6%	397,069	0.4%	Industrials
MA Mastercard	$411,554,604	$17,056,338 ▲	4.3%	732,295	0.4%	Business Services
IVV iShares Core S&P 500 ETF	$407,548,577	$50,052,080 ▼	-10.9%	656,358	0.4%	ETF
PANW Palo Alto Networks	$404,561,859	$7,294,795 ▲	1.8%	1,976,946	0.4%	Computer and Technology
NOW ServiceNow	$391,742,342	$4,597,534 ▼	-1.2%	381,046	0.4%	Computer and Technology
TJX TJX Companies	$391,644,628	$1,134,756 ▲	0.3%	3,171,451	0.4%	Retail/Wholesale
HON Honeywell International	$380,492,277	$3,056,522 ▲	0.8%	1,633,746	0.4%	Multi-Sector Conglomerates
BR Broadridge Financial Solutions	$377,386,567	$5,404,145 ▼	-1.4%	1,552,802	0.4%	Computer and Technology
MBB iShares MBS ETF	$372,837,196	$23,887,988 ▲	6.8%	3,970,996	0.4%	ETF
MCO Moody's	$363,218,768	$347,719,535 ▲	2,243.5%	724,130	0.4%	Finance
CMI Cummins	$354,122,172	$1,502,610 ▼	-0.4%	1,081,260	0.3%	Auto/Tires/Trucks
CRM Salesforce	$353,035,714	$5,716,637 ▼	-1.6%	1,294,526	0.3%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$350,662,270	$16,923,890 ▼	-4.6%	1,805,392	0.3%	ETF
MCD McDonald's	$329,615,145	$1,848,568 ▲	0.6%	1,127,979	0.3%	Retail/Wholesale
QUAL iShares MSCI USA Quality Factor ETF	$325,007,236	$3,259,204 ▲	1.0%	1,777,705	0.3%	ETF
VUG Vanguard Growth ETF	$322,659,286	$1,747,278 ▲	0.5%	735,886	0.3%	ETF
INTU Intuit	$309,602,833	$2,337,157 ▲	0.8%	393,038	0.3%	Computer and Technology
VZ Verizon Communications	$295,789,755	$1,387,581 ▲	0.5%	6,835,915	0.3%	Computer and Technology
CLX Clorox	$290,751,513	$6,112,211 ▲	2.1%	2,421,498	0.3%	Consumer Staples
ELV Elevance Health	$287,926,130	$4,131,668 ▼	-1.4%	740,222	0.3%	Medical
CTAS Cintas	$282,850,480	$2,095,242 ▼	-0.7%	1,269,103	0.3%	Business Services
SPGI S&P Global	$280,785,629	$1,742,788 ▼	-0.6%	532,478	0.3%	Finance
ADBE Adobe	$277,290,090	$9,687,517 ▲	3.6%	716,731	0.3%	Computer and Technology
TMO Thermo Fisher Scientific	$277,039,482	$7,182,450 ▲	2.7%	683,221	0.3%	Medical
SYK Stryker	$274,463,399	$7,952,141 ▲	3.0%	693,705	0.3%	Medical
VTV Vanguard Value ETF	$274,177,645	$10,219,113 ▲	3.9%	1,551,304	0.3%	ETF
VGT Vanguard Information Technology ETF	$272,662,926	$3,625,680 ▲	1.3%	411,061	0.3%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$271,303,142	$1,140,753 ▼	-0.4%	5,854,616	0.3%	ETF
RTX RTX	$270,527,905	$8,482,809 ▲	3.2%	1,852,662	0.3%	Aerospace
VB Vanguard Small-Cap ETF	$264,089,767	$4,762,892 ▲	1.8%	1,114,381	0.3%	ETF
LINDE PLC	$263,056,352	$732,938 ▼	-0.3%	560,612	0.3%	SHS
IEMG iShares Core MSCI Emerging Markets ETF	$262,544,805	$32,194,178 ▲	14.0%	4,373,556	0.3%	ETF
UBER Uber Technologies	$262,304,858	$17,736,806 ▼	-6.3%	2,811,397	0.3%	Computer and Technology
IEI iShares 3-7 Year Treasury Bond ETF	$258,433,515	$75,693,386 ▲	41.4%	2,170,065	0.3%	ETF
GLD SPDR Gold Shares	$253,541,256	$1,012,949 ▼	-0.4%	831,747	0.2%	Finance
ISRG Intuitive Surgical	$246,621,038	$18,112,931 ▲	7.9%	453,840	0.2%	Medical
PM Philip Morris International	$245,876,606	$9,345,483 ▼	-3.7%	1,350,002	0.2%	Consumer Staples
ABT Abbott Laboratories	$245,376,060	$716,377 ▼	-0.3%	1,804,073	0.2%	Medical
CAT Caterpillar	$242,882,987	$4,269,578 ▲	1.8%	625,585	0.2%	Industrials
SF Stifel Financial	$239,760,349	$8,916,363 ▼	-3.6%	2,310,275	0.2%	Finance
TSLA Tesla	$238,784,399	$10,724,880 ▲	4.7%	751,695	0.2%	Auto/Tires/Trucks
CB Chubb	$238,010,768	$40,680,230 ▲	20.6%	821,466	0.2%	Finance
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$229,830,088	$2,338,360 ▲	1.0%	4,467,924	0.2%	Manufacturing
EQAL Invesco Russell 1000 Equal Weight ETF	$229,760,847	$53,155,508 ▲	30.1%	4,666,143	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Stifel Financial Top Holdings and 13F Report (2025)

About Stifel Financial

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Stifel Financial Top Holdings and 13F Report (2025)

About Stifel Financial

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofStifel Financial

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools