Stifel Financial Top Holdings and 13F Report (2026)

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. is a diversified financial services company headquartered in St. Louis, Missouri. Through its principal broker-dealer, Stifel, Nicolaus & Company, Incorporated, the company provides wealth management, investment banking, institutional brokerage, securities research, sales and trading, and public finance services to individuals, corporations, municipalities and institutional investors. For more information on Stifel Financial stock, visit the Stifel Financial stock profile here.

Investment Activity

Stifel Financial has $120.21 billion in total holdings as of June 30, 2026.
Stifel Financial owns shares of 3,702 different stocks, but just 319 companies or ETFs make up 80% of its holdings.
Approximately 5.86% of the portfolio was purchased this quarter.
About 4.64% of the portfolio was sold this quarter.
This quarter, Stifel Financial has purchased 3,624 new stocks and bought additional shares in 1,869 stocks.
Stifel Financial sold shares of 1,536 stocks and completely divested from 134 stocks this quarter.

Largest Holdings

NVIDIA: $3,305,549,607
Apple: $3,187,616,607
Microsoft: $2,399,831,867
Alphabet: $2,053,804,673
Amazon.com: $2,012,943,463

Largest New Holdings this Quarter

43849R105 - HONEYWELL AEROSPACE INC: $205,832,636 Holding
438516205 - HONEYWELL INTL INC: $201,538,095 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $35,326,765 Holding
09290C764 - BLACKROCK ETF TRUST: $35,242,454 Holding
09290C665 - BLACKROCK ETF TRUST: $29,805,873 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF: 3,373,799 shares (about $418.93M)
Vanguard Information Technology ETF: 2,838,037 shares (about $339.20M)
Vanguard Growth ETF: 3,768,559 shares (about $324.63M)
HONEYWELL AEROSPACE INC: 931,045 shares (about $205.83M)
HONEYWELL INTL INC: 900,107 shares (about $201.54M)

Largest Sales this Quarter

Air Products and Chemicals: 1,174,022 shares (about $344.23M)
iShares MSCI USA Quality Factor ETF: 1,183,065 shares (about $259.61M)
Marvell Technology: 609,116 shares (about $181.46M)
Cummins: 247,462 shares (about $176.50M)
ExxonMobil: 1,080,348 shares (about $147.71M)

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
NVDA NVIDIA	$3,305,549,607	$9,799,758 ▼	-0.3%	16,520,061	2.7%	Technology
AAPL Apple	$3,187,616,607	$10,888,880 ▼	-0.3%	11,015,826	2.7%	Technology
MSFT Microsoft	$2,399,831,867	$85,894,280 ▼	-3.5%	6,433,235	2.0%	Technology
GOOGL Alphabet	$2,053,804,673	$36,680,374 ▼	-1.8%	5,746,787	1.7%	Communication Services
AMZN Amazon.com	$2,012,943,463	$43,901,033 ▲	2.2%	8,445,681	1.7%	Consumer Discretionary
AVGO Broadcom	$1,703,816,134	$6,616,104 ▲	0.4%	4,510,303	1.4%	Technology
CSCO Cisco Systems	$1,490,916,635	$92,093,617 ▼	-5.8%	12,692,951	1.2%	Technology
JPM JPMorgan Chase & Co.	$1,265,380,000	$5,364,738 ▲	0.4%	3,865,671	1.1%	Finance
GOOG Alphabet	$1,216,455,272	$20,596,554 ▲	1.7%	3,442,790	1.0%	Communication Services
SPY SPDR S&P 500 ETF Trust	$1,183,272,863	$32,330,370 ▼	-2.7%	1,584,389	1.0%	ETF
VOO Vanguard S&P 500 ETF	$1,145,298,530	$58,557,216 ▲	5.4%	1,667,490	1.0%	ETF
JNJ Johnson & Johnson	$1,131,397,045	$8,732,717 ▼	-0.8%	4,454,737	0.9%	Healthcare
IVW iShares S&P 500 Growth ETF	$1,123,844,924	$121,054,865 ▲	12.1%	8,171,635	0.9%	ETF
V Visa	$1,088,827,250	$36,219,730 ▼	-3.2%	3,173,435	0.9%	Finance
MRK Merck & Co., Inc.	$1,049,785,950	$15,732,794 ▼	-1.5%	8,169,394	0.9%	Healthcare
IEFA iShares Core MSCI EAFE ETF	$1,022,664,673	$86,173,780 ▼	-7.8%	10,588,773	0.9%	ETF
LLY Eli Lilly and Company	$943,947,888	$9,290,708 ▲	1.0%	786,902	0.8%	Healthcare
ABBV AbbVie	$912,245,703	$26,938,156 ▼	-2.9%	3,625,155	0.8%	Healthcare
HD Home Depot	$905,832,431	$24,181,589 ▲	2.7%	2,568,267	0.8%	Consumer Discretionary
PEP PepsiCo	$844,880,254	$13,790,557 ▼	-1.6%	6,239,792	0.7%	Consumer Staples
IVE iShares S&P 500 Value ETF	$809,801,576	$69,357,160 ▲	9.4%	3,566,472	0.7%	ETF
TXN Texas Instruments	$792,808,047	$83,939,451 ▼	-9.6%	2,659,759	0.7%	Technology
QQQ Invesco QQQ	$777,073,268	$22,218,360 ▼	-2.8%	1,055,072	0.6%	ETF
IBM International Business Machines	$769,557,605	$16,666,954 ▲	2.2%	2,736,515	0.6%	Technology
AGG iShares Core U.S. Aggregate Bond ETF	$726,355,219	$1,894,283 ▲	0.3%	7,338,388	0.6%	ETF
PANW Palo Alto Networks	$719,040,646	$19,649,838 ▼	-2.7%	2,108,508	0.6%	Technology
META Meta Platforms	$693,750,678	$89,173,410 ▼	-11.4%	1,231,479	0.6%	Communication Services
PG Procter & Gamble	$676,919,906	$5,466,981 ▲	0.8%	4,616,122	0.6%	Consumer Staples
IVV iShares Core S&P 500 ETF	$676,389,133	$137,806,341 ▲	25.6%	903,149	0.6%	ETF
APH Amphenol	$663,578,981	$9,837,294 ▲	1.5%	3,763,474	0.6%	Technology
GLW Corning	$660,670,378	$22,096,157 ▼	-3.2%	2,586,481	0.5%	Technology
KO CocaCola	$658,100,595	$20,089,344 ▼	-3.0%	8,097,686	0.5%	Consumer Staples
COST Costco Wholesale	$650,889,738	$6,826,828 ▼	-1.0%	695,622	0.5%	Consumer Staples
CAT Caterpillar	$629,506,480	$14,593,371 ▲	2.4%	591,099	0.5%	Industrials
ETN Eaton	$606,707,210	$8,519,483 ▼	-1.4%	1,423,712	0.5%	Industrials
VEA Vanguard FTSE Developed Markets ETF	$597,240,703	$21,518,604 ▲	3.7%	8,382,284	0.5%	ETF
LMT Lockheed Martin	$594,475,939	$15,510,235 ▼	-2.5%	1,166,742	0.5%	Industrials
IWF iShares Russell 1000 Growth ETF	$574,779,838	$418,926,893 ▲	268.8%	4,628,950	0.5%	ETF
UNP Union Pacific	$573,480,916	$15,251,607 ▼	-2.6%	2,108,345	0.5%	Industrials
AMGN Amgen	$560,689,426	$2,459,715 ▼	-0.4%	1,548,229	0.5%	Healthcare
TSM Taiwan Semiconductor Manufacturing	$559,519,989	$32,620,323 ▲	6.2%	1,171,567	0.5%	Technology
CVX Chevron	$506,198,353	$5,042,175 ▼	-1.0%	3,053,750	0.4%	Energy
AMAT Applied Materials	$498,111,581	$18,785,558 ▼	-3.6%	688,877	0.4%	Technology
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$492,298,126	$52,618,495 ▲	12.0%	5,372,088	0.4%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$478,219,104	$71,365,337 ▲	17.5%	10,216,170	0.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$475,406,268	$65,189,988 ▲	15.9%	5,738,838	0.4%	ETF
MDT Medtronic	$474,420,367	$23,892,512 ▲	5.3%	6,064,377	0.4%	Healthcare
GWW W.W. Grainger	$459,275,359	$28,642,807 ▼	-5.9%	337,576	0.4%	Industrials
TJX TJX Companies	$450,599,453	$4,503,411 ▼	-1.0%	2,974,205	0.4%	Consumer Discretionary
WM Waste Management	$448,913,608	$27,618,259 ▼	-5.8%	2,014,127	0.4%	Industrials
IWD iShares Russell 1000 Value ETF	$441,691,178	$86,334,011 ▲	24.3%	1,821,926	0.4%	ETF
ADP Automatic Data Processing	$436,650,314	$26,161,474 ▲	6.4%	1,949,694	0.4%	Industrials
CL Colgate-Palmolive	$430,967,528	$24,406,212 ▼	-5.4%	4,700,765	0.4%	Consumer Staples
ASML ASML	$425,322,343	$69,695,686 ▼	-14.1%	213,785	0.4%	Technology
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$424,400,062	$59,784,332 ▲	16.4%	8,274,513	0.4%	ETF
CMI Cummins	$423,306,734	$176,496,618 ▼	-29.4%	593,509	0.4%	Industrials
RTX RTX	$415,666,870	$15,309,976 ▲	3.8%	2,190,766	0.3%	Industrials
ITW Illinois Tool Works	$411,228,519	$17,242,004 ▼	-4.0%	1,520,367	0.3%	Industrials
NFLX Netflix	$402,369,826	$40,682,426 ▲	11.2%	5,635,433	0.3%	Communication Services
MU Micron Technology	$401,934,969	$61,809,420 ▲	18.2%	348,167	0.3%	Technology
BRK.B Berkshire Hathaway	$401,906,495	$39,841,077 ▼	-9.0%	803,186	0.3%	Finance
CHD Church & Dwight	$398,768,010	$16,862,536 ▼	-4.1%	4,116,081	0.3%	Consumer Staples
VTV Vanguard Value ETF	$396,377,983	$27,774,404 ▲	7.5%	1,818,811	0.3%	ETF
VUG Vanguard Growth ETF	$388,250,277	$324,627,259 ▲	510.2%	4,507,151	0.3%	ETF
VGT Vanguard Information Technology ETF	$388,171,171	$339,203,620 ▲	692.7%	3,247,737	0.3%	ETF
GE VERNOVA INC	$379,341,490	$17,979,678 ▲	5.0%	322,868	0.3%	COM
WALMART INC	$375,846,888	$8,062,454 ▼	-2.1%	3,318,380	0.3%	COM
MARSH & MCLENNAN COS INC	$368,740,170	$15,827,474 ▼	-4.1%	2,212,398	0.3%	COM
XOM ExxonMobil	$362,147,894	$147,705,733 ▼	-29.0%	2,648,819	0.3%	Energy
VB Vanguard Small-Cap ETF	$359,739,665	$3,883,602 ▲	1.1%	1,186,781	0.3%	ETF
GE GE Aerospace	$356,700,544	$93,969,138 ▲	35.8%	954,419	0.3%	Industrials
MBB iShares MBS ETF	$353,666,220	$3,223,796 ▲	0.9%	3,741,705	0.3%	ETF
MRVL Marvell Technology	$352,593,418	$181,460,496 ▼	-34.0%	1,183,565	0.3%	Technology
ACN Accenture	$350,932,411	$76,892,927 ▲	28.1%	2,819,999	0.3%	Technology
XLK Technology Select Sector SPDR Fund	$348,007,561	$18,992,481 ▲	5.8%	1,826,572	0.3%	ETF
MS Morgan Stanley	$345,462,869	$2,941,447 ▲	0.9%	1,652,591	0.3%	Finance
ABT Abbott Laboratories	$344,618,877	$6,143,141 ▼	-1.8%	3,797,845	0.3%	Healthcare
MA Mastercard	$331,569,237	$15,770,861 ▼	-4.5%	645,484	0.3%	Finance
VZ Verizon Communications	$328,200,182	$11,201,213 ▲	3.5%	7,751,542	0.3%	Communication Services
GS The Goldman Sachs Group	$327,560,023	$6,199,045 ▲	1.9%	323,806	0.3%	Finance
RSG Republic Services	$324,223,943	$19,184,617 ▼	-5.6%	1,521,593	0.3%	Industrials
CGDV Capital Group Dividend Value ETF	$321,383,261	$19,854,123 ▲	6.6%	6,521,495	0.3%	ETF
MCD McDonald's	$321,054,618	$14,601,146 ▲	4.8%	1,187,567	0.3%	Consumer Discretionary
VWO Vanguard FTSE Emerging Markets ETF	$319,215,812	$49,749,437 ▼	-13.5%	5,347,891	0.3%	ETF
TMO Thermo Fisher Scientific	$317,724,080	$7,761,243 ▼	-2.4%	633,668	0.3%	Healthcare
LAM RESEARCH CORP	$316,566,231	$14,463,772 ▲	4.8%	730,517	0.3%	COM NEW
TSLA Tesla	$315,377,762	$940,462 ▼	-0.3%	749,828	0.3%	Consumer Discretionary
ADI Analog Devices	$304,035,313	$17,029,873 ▼	-5.3%	765,432	0.3%	Technology
VEU Vanguard FTSE All-World ex-US ETF	$301,986,550	$3,470,369 ▲	1.2%	3,605,788	0.3%	ETF
CB Chubb	$297,120,200	$17,861,138 ▲	6.4%	871,924	0.2%	Finance
YUM Yum! Brands	$291,818,322	$12,789,619 ▼	-4.2%	1,825,459	0.2%	Consumer Discretionary
WMB Williams Companies	$290,357,027	$9,909,112 ▲	3.5%	3,905,784	0.2%	Energy
FERGUSON ENTERPRISES INC	$286,826,641	$16,408,104 ▼	-5.4%	1,208,552	0.2%	COMMON STOCK NEW
ITOT iShares Core S&P Total U.S. Stock Market ETF	$286,052,013	$9,515,037 ▲	3.4%	1,741,348	0.2%	ETF
LINDE PLC	$285,540,976	$3,427,941 ▼	-1.2%	550,184	0.2%	SHS
PLD Prologis	$284,804,348	$11,344,845 ▲	4.1%	2,102,309	0.2%	Real Estate
MSI Motorola Solutions	$284,663,711	$6,880,632 ▼	-2.4%	685,447	0.2%	Technology
DE Deere & Company	$279,983,387	$10,991,011 ▲	4.1%	441,309	0.2%	Industrials
BAC Bank of America	$278,722,699	$14,350,675 ▼	-4.9%	4,891,596	0.2%	Finance
MCO Moody's	$278,225,096	$18,859,955 ▼	-6.3%	614,280	0.2%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Stifel Financial Top Holdings and 13F Report (2026)

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

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Stifel Financial Top Holdings and 13F Report (2026)

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