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. Stifel Financial Corp., a financial services and bank holding company, provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States and internationally. 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

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	$2,689,300,450	$3,440,987 ▲	0.1%	7,163,679	2.9%	Computer and Technology
AAPL Apple	$2,559,870,654	$78,798,417 ▼	-3.0%	11,523,905	2.7%	Computer and Technology
NVDA NVIDIA	$1,964,014,556	$25,002,147 ▼	-1.3%	18,121,427	2.1%	Computer and Technology
AMZN Amazon.com	$1,581,111,996	$3,545,687 ▲	0.2%	8,310,266	1.7%	Retail/Wholesale
V Visa	$1,292,370,768	$30,122,784 ▼	-2.3%	3,687,507	1.4%	Business Services
GOOGL Alphabet	$1,010,823,338	$20,092,615 ▲	2.0%	6,536,444	1.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,008,883,194	$10,642,846 ▼	-1.0%	4,112,754	1.1%	Finance
WMT Walmart	$945,023,159	$75,055,804 ▼	-7.4%	10,764,549	1.0%	Retail/Wholesale
HD Home Depot	$913,888,208	$7,852,122 ▼	-0.9%	2,493,484	1.0%	Retail/Wholesale
PEP PepsiCo	$901,608,646	$55,022,819 ▲	6.5%	6,012,989	1.0%	Consumer Staples
SPY SPDR S&P 500 ETF Trust	$895,325,178	$20,263,652 ▲	2.3%	1,600,514	1.0%	Finance
UNH UnitedHealth Group	$842,020,885	$22,964,182 ▼	-2.7%	1,607,505	0.9%	Medical
JNJ Johnson & Johnson	$830,254,601	$68,839,075 ▲	9.0%	5,006,283	0.9%	Medical
AVGO Broadcom	$809,649,799	$24,849,885 ▼	-3.0%	4,835,668	0.9%	Computer and Technology
PG Procter & Gamble	$786,093,575	$18,036,732 ▲	2.3%	4,612,599	0.8%	Consumer Staples
IEFA iShares Core MSCI EAFE ETF	$768,273,500	$7,910,281 ▲	1.0%	10,155,613	0.8%	ETF
VOO Vanguard S&P 500 ETF	$760,149,982	$11,703,818 ▲	1.6%	1,479,081	0.8%	ETF
META Meta Platforms	$754,991,830	$24,380,420 ▲	3.3%	1,309,848	0.8%	Computer and Technology
COST Costco Wholesale	$694,768,903	$2,898,536 ▼	-0.4%	734,430	0.7%	Retail/Wholesale
LLY Eli Lilly and Company	$668,753,469	$8,435,937 ▲	1.3%	809,629	0.7%	Medical
MRK Merck & Co., Inc.	$668,269,711	$7,444,280 ▲	1.1%	7,445,038	0.7%	Medical
IVW iShares S&P 500 Growth ETF	$657,824,481	$10,674,528 ▲	1.6%	7,086,331	0.7%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$626,158,180	$6,005,439 ▲	1.0%	6,329,939	0.7%	Finance
KO CocaCola	$623,601,803	$11,229,338 ▲	1.8%	8,707,061	0.7%	Consumer Staples
ACN Accenture	$594,794,287	$4,645,663 ▲	0.8%	1,906,015	0.6%	Computer and Technology
ADP Automatic Data Processing	$574,563,673	$10,451,612 ▼	-1.8%	1,880,485	0.6%	Computer and Technology
CSCO Cisco Systems	$567,526,528	$17,491,590 ▼	-3.0%	9,196,663	0.6%	Computer and Technology
MMC Marsh & McLennan Companies	$554,335,303	$11,384,979 ▲	2.1%	2,271,586	0.6%	Finance
UNP Union Pacific	$554,197,068	$4,058,669 ▲	0.7%	2,345,869	0.6%	Transportation
LMT Lockheed Martin	$551,406,122	$5,903,955 ▲	1.1%	1,234,229	0.6%	Aerospace
GOOG Alphabet	$545,363,982	$7,025,326 ▼	-1.3%	3,490,711	0.6%	Computer and Technology
MDT Medtronic	$532,918,761	$8,522,822 ▲	1.6%	5,930,510	0.6%	Medical
WM Waste Management	$529,013,764	$11,700,725 ▼	-2.2%	2,285,017	0.6%	Business Services
TXN Texas Instruments	$521,762,746	$38,636 ▲	0.0%	2,903,450	0.6%	Computer and Technology
IVE iShares S&P 500 Value ETF	$517,099,413	$26,039,738 ▲	5.3%	2,713,290	0.5%	ETF
BRK.B Berkshire Hathaway	$507,718,468	$15,626,974 ▼	-3.0%	953,318	0.5%	Finance
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$502,774,513	$43,647,244 ▲	9.5%	5,481,026	0.5%	ETF
ABBV AbbVie	$502,493,436	$37,911,730 ▼	-7.0%	2,398,286	0.5%	Medical
CVX Chevron	$494,705,855	$10,246,418 ▲	2.1%	2,957,106	0.5%	Energy
ORCL Oracle	$489,763,656	$242,359,716 ▲	98.0%	3,503,053	0.5%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$482,850,616	$81,246 ▲	0.0%	1,337,186	0.5%	ETF
CL Colgate-Palmolive	$480,578,830	$4,908,705 ▲	1.0%	5,128,865	0.5%	Consumer Staples
APD Air Products and Chemicals	$477,120,978	$4,972,913 ▼	-1.0%	1,617,711	0.5%	Basic Materials
CHD Church & Dwight	$470,924,934	$4,272,514 ▼	-0.9%	4,277,605	0.5%	Consumer Staples
EMR Emerson Electric	$467,790,045	$7,638,254 ▼	-1.6%	4,266,559	0.5%	Industrials
XOM Exxon Mobil	$467,782,388	$6,033,687 ▼	-1.3%	3,933,251	0.5%	Energy
AMGN Amgen	$452,070,199	$15,102,698 ▲	3.5%	1,450,916	0.5%	Medical
IBM International Business Machines	$450,264,170	$29,430,705 ▼	-6.1%	1,810,652	0.5%	Computer and Technology
NFLX Netflix	$450,241,569	$482,120 ▲	0.1%	482,815	0.5%	Consumer Discretionary
TSCO Tractor Supply	$449,705,238	$3,995,976 ▼	-0.9%	8,161,478	0.5%	Retail/Wholesale
QQQ Invesco QQQ	$448,604,111	$24,810,782 ▲	5.9%	956,558	0.5%	Finance
APH Amphenol	$436,691,580	$15,038,393 ▼	-3.3%	6,657,877	0.5%	Computer and Technology
RSG Republic Services	$436,466,763	$5,522,275 ▼	-1.2%	1,802,371	0.5%	Business Services
ITW Illinois Tool Works	$432,493,434	$4,959,124 ▼	-1.1%	1,743,797	0.5%	Industrials
IVV iShares Core S&P 500 ETF	$414,109,984	$1,939,155 ▼	-0.5%	736,967	0.4%	ETF
GWW W.W. Grainger	$402,554,976	$11,850,835 ▼	-2.9%	407,486	0.4%	Industrials
TJX TJX Companies	$385,165,873	$9,531,396 ▼	-2.4%	3,162,262	0.4%	Retail/Wholesale
MA Mastercard	$384,789,844	$4,309,759 ▲	1.1%	701,946	0.4%	Business Services
BR Broadridge Financial Solutions	$381,896,261	$9,721,268 ▼	-2.5%	1,575,038	0.4%	Computer and Technology
ETN Eaton	$377,980,630	$4,228,008 ▲	1.1%	1,390,426	0.4%	Industrials
IWD iShares Russell 1000 Value ETF	$356,099,152	$45,658,929 ▼	-11.4%	1,892,525	0.4%	ETF
CRM Salesforce	$353,049,858	$18,814,737 ▲	5.6%	1,315,488	0.4%	Computer and Technology
MCD McDonald's	$350,430,986	$4,753,839 ▲	1.4%	1,121,653	0.4%	Retail/Wholesale
CLX Clorox	$349,075,786	$3,855,807 ▲	1.1%	2,370,593	0.4%	Consumer Staples
MBB iShares MBS ETF	$348,540,349	$17,779,204 ▼	-4.9%	3,716,571	0.4%	ETF
HON Honeywell International	$343,196,469	$7,024,357 ▲	2.1%	1,620,622	0.4%	Multi-Sector Conglomerates
CMI Cummins	$340,349,481	$11,841,494 ▼	-3.4%	1,085,848	0.4%	Auto/Tires/Trucks
VEA Vanguard FTSE Developed Markets ETF	$337,817,727	$19,599,621 ▲	6.2%	6,646,020	0.4%	ETF
PANW Palo Alto Networks	$331,263,124	$367,046 ▼	-0.1%	1,941,299	0.4%	Computer and Technology
TMO Thermo Fisher Scientific	$331,184,642	$4,186,163 ▲	1.3%	665,508	0.4%	Medical
ELV Elevance Health	$326,604,353	$21,811,351 ▲	7.2%	750,844	0.3%	Medical
VZ Verizon Communications	$308,622,952	$12,415,458 ▲	4.2%	6,803,847	0.3%	Computer and Technology
NOW ServiceNow	$306,924,724	$35,030 ▼	0.0%	385,518	0.3%	Computer and Technology
QUAL iShares MSCI USA Quality Factor ETF	$300,752,489	$24,764,925 ▲	9.0%	1,759,878	0.3%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$272,267,611	$9,966,804 ▲	3.8%	5,879,233	0.3%	ETF
SPGI S&P Global	$272,244,311	$8,178,767 ▲	3.1%	535,783	0.3%	Finance
VUG Vanguard Growth ETF	$271,443,408	$1,944,124 ▲	0.7%	731,901	0.3%	ETF
ADBE Adobe	$265,286,086	$14,424,663 ▼	-5.2%	691,691	0.3%	Computer and Technology
CTAS Cintas	$262,775,469	$13,126,400 ▼	-4.8%	1,278,504	0.3%	Business Services
LINDE PLC	$261,807,389	$10,906,351 ▼	-4.0%	562,174	0.3%	SHS
VTV Vanguard Value ETF	$257,985,435	$9,376,882 ▲	3.8%	1,493,484	0.3%	ETF
SYK Stryker	$250,762,660	$23,553,462 ▲	10.4%	673,606	0.3%	Medical
VB Vanguard Small-Cap ETF	$242,661,158	$6,632,871 ▲	2.8%	1,094,283	0.3%	ETF
GLD SPDR Gold Shares	$240,617,397	$1,473,838 ▲	0.6%	835,070	0.3%	Finance
PFE Pfizer	$240,339,284	$10,054,499 ▲	4.4%	9,484,588	0.3%	Medical
ABT Abbott Laboratories	$240,014,080	$4,852,043 ▼	-2.0%	1,809,340	0.3%	Medical
INTU Intuit	$239,526,392	$13,855,001 ▼	-5.5%	390,071	0.3%	Computer and Technology
RTX RTX	$237,710,830	$1,111,747 ▼	-0.5%	1,794,569	0.3%	Aerospace
ORLY O'Reilly Automotive	$226,280,315	$777,891 ▲	0.3%	157,953	0.2%	Retail/Wholesale
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$225,899,548	$8,763,335 ▲	4.0%	4,422,466	0.2%	Manufacturing
SF Stifel Financial	$225,865,127	$22,552,570 ▲	11.1%	2,396,191	0.2%	Finance
WMB Williams Companies	$223,656,776	$5,959,303 ▼	-2.6%	3,742,561	0.2%	Energy
PM Philip Morris International	$222,429,573	$70,396,439 ▼	-24.0%	1,401,314	0.2%	Consumer Staples
VGT Vanguard Information Technology ETF	$220,003,202	$4,482,024 ▲	2.1%	405,595	0.2%	ETF
UBER Uber Technologies	$218,689,625	$41,487,189 ▲	23.4%	3,001,501	0.2%	Computer and Technology
HSY Hershey	$217,671,484	$30,088,863 ▲	16.0%	1,272,692	0.2%	Consumer Staples
UPS United Parcel Service	$214,952,016	$42,233,112 ▲	24.5%	1,954,204	0.2%	Transportation
ISRG Intuitive Surgical	$208,265,628	$12,123,751 ▲	6.2%	420,508	0.2%	Medical
IEMG iShares Core MSCI Emerging Markets ETF	$207,097,254	$13,734,002 ▲	7.1%	3,837,255	0.2%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$206,995,673	$44,926,354 ▼	-17.8%	4,573,469	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