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., 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 $108.79 billion in total holdings as of March 31, 2026.
Stifel Financial owns shares of 3,624 different stocks, but just 315 companies or ETFs make up 80% of its holdings.
Approximately 4.33% of the portfolio was purchased this quarter.
About 4.81% of the portfolio was sold this quarter.
This quarter, Stifel Financial has purchased 3,565 new stocks and bought additional shares in 1,811 stocks.
Stifel Financial sold shares of 1,524 stocks and completely divested from 156 stocks this quarter.

Largest Holdings

NVIDIA: $2,889,665,750
Apple: $2,805,326,205
Microsoft: $2,466,753,541
Amazon.com: $1,720,620,270
Alphabet: $1,682,115,523

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $134,979,353 Holding
09290C699 - BLACKROCK ETF TRUST: $29,293,693 Holding
G0250X149 - AMCOR PLC: $28,989,827 Holding
09290C855 - BLACKROCK ETF TRUST: $28,940,224 Holding
922967104 - VERADERMICS INC: $18,573,489 Holding

Largest Purchases this Quarter

AbbVie: 1,264,508 shares (about $275.02M)
Yum! Brands: 1,692,453 shares (about $263.14M)
AstraZeneca: 684,404 shares (about $134.98M)
Stifel Financial: 1,489,893 shares (about $110.13M)
Paychex: 878,618 shares (about $80.94M)

Largest Sales this Quarter

WALMART INC: 6,340,420 shares (about $788.00M)
Microsoft: 354,414 shares (about $131.20M)
Johnson & Johnson: 414,874 shares (about $101.41M)
iShares Russell 1000 Value ETF: 450,504 shares (about $96.26M)
NVIDIA: 499,546 shares (about $87.12M)

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	$2,889,665,750	$87,121,597 â–¼	-2.9%	16,569,037	2.7%	Computer and Technology
AAPL Apple	$2,805,326,205	$63,312,532 â–¼	-2.2%	11,053,456	2.6%	Computer and Technology
MSFT Microsoft	$2,466,753,541	$131,200,276 â–¼	-5.1%	6,663,492	2.3%	Computer and Technology
AMZN Amazon.com	$1,720,620,270	$17,657,970 â–¼	-1.0%	8,261,486	1.6%	Retail/Wholesale
GOOGL Alphabet	$1,682,115,523	$27,241,744 â–¼	-1.6%	5,849,423	1.5%	Computer and Technology
AVGO Broadcom	$1,390,603,472	$40,122,945 â–¼	-2.8%	4,492,789	1.3%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,132,334,814	$15,004,029 â–¼	-1.3%	3,849,282	1.0%	Finance
JNJ Johnson & Johnson	$1,097,341,610	$101,413,730 â–¼	-8.5%	4,489,121	1.0%	Medical
SPY SPDR S&P 500 ETF Trust	$1,058,626,255	$32,639,826 â–¼	-3.0%	1,627,679	1.0%	Finance
CSCO Cisco Systems	$1,045,682,467	$2,345,474 â–²	0.2%	13,476,992	1.0%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$1,039,378,818	$33,106,782 â–²	3.3%	11,481,025	1.0%	ETF
MRK Merck & Co., Inc.	$997,426,827	$30,703,275 â–¼	-3.0%	8,291,826	0.9%	Medical
V Visa	$991,095,378	$29,076,674 â–¼	-2.9%	3,278,999	0.9%	Business Services
PEP PepsiCo	$984,807,057	$4,982,083 â–¼	-0.5%	6,341,641	0.9%	Consumer Staples
GOOG Alphabet	$970,890,078	$2,690,783 â–²	0.3%	3,384,498	0.9%	Computer and Technology
VOO Vanguard S&P 500 ETF	$945,495,859	$12,534,035 â–²	1.3%	1,582,234	0.9%	ETF
IVW iShares S&P 500 Growth ETF	$824,735,286	$41,682,939 â–²	5.3%	7,291,428	0.8%	ETF
HD Home Depot	$822,183,302	$2,786,214 â–²	0.3%	2,499,706	0.8%	Retail/Wholesale
ABBV AbbVie	$811,722,644	$275,019,741 â–²	51.2%	3,732,204	0.7%	Medical
META Meta Platforms	$795,193,117	$15,648,432 â–¼	-1.9%	1,389,771	0.7%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$726,583,288	$18,574,047 â–¼	-2.5%	7,319,250	0.7%	Finance
LMT Lockheed Martin	$723,648,925	$24,766,529 â–¼	-3.3%	1,197,183	0.7%	Aerospace
LLY Eli Lilly and Company	$716,742,749	$13,277,767 â–¼	-1.8%	779,157	0.7%	Medical
COST Costco Wholesale	$700,569,763	$20,888,982 â–¼	-2.9%	702,918	0.6%	Retail/Wholesale
IVE iShares S&P 500 Value ETF	$688,562,135	$2,205,247 â–²	0.3%	3,261,014	0.6%	ETF
PG Procter & Gamble	$661,379,960	$8,231,209 â–²	1.3%	4,578,841	0.6%	Consumer Staples
IBM International Business Machines	$648,955,354	$12,122,245 â–¼	-1.8%	2,677,248	0.6%	Computer and Technology
CVX Chevron	$638,130,893	$16,435,941 â–¼	-2.5%	3,084,168	0.6%	Energy
KO CocaCola	$634,629,867	$15,102,130 â–¼	-2.3%	8,344,878	0.6%	Consumer Staples
XOM ExxonMobil	$632,692,166	$44,630,200 â–¼	-6.6%	3,729,167	0.6%	Energy
QQQ Invesco QQQ	$626,476,662	$51,639,172 â–²	9.0%	1,085,239	0.6%	Finance
TXN Texas Instruments	$571,048,114	$1,168,941 â–²	0.2%	2,941,364	0.5%	Computer and Technology
AMGN Amgen	$547,183,111	$13,845,833 â–¼	-2.5%	1,555,021	0.5%	Medical
IWF iShares Russell 1000 Growth ETF	$535,201,273	$12,380,637 â–¼	-2.3%	1,255,151	0.5%	ETF
UNP Union Pacific	$525,142,871	$10,087,647 â–¼	-1.9%	2,164,416	0.5%	Transportation
VEA Vanguard FTSE Developed Markets ETF	$517,784,509	$58,382,097 â–¼	-10.1%	8,080,270	0.5%	ETF
ETN Eaton	$516,400,097	$8,643,248 â–²	1.7%	1,443,704	0.5%	Industrials
MDT Medtronic	$499,018,536	$9,436,003 â–¼	-1.9%	5,758,966	0.5%	Medical
WM Waste Management	$491,306,294	$13,205,959 â–¼	-2.6%	2,138,041	0.5%	Business Services
NFLX Netflix	$487,064,768	$19,473,837 â–²	4.2%	5,065,651	0.4%	Consumer Discretionary
TJX TJX Companies	$479,731,040	$12,577,423 â–¼	-2.6%	3,003,930	0.4%	Retail/Wholesale
APD Air Products and Chemicals	$477,703,942	$20,070,532 â–²	4.4%	1,644,429	0.4%	Basic Materials
IVV iShares Core S&P 500 ETF	$469,779,557	$23,002,209 â–²	5.1%	719,143	0.4%	ETF
APH Amphenol	$468,470,378	$7,082,368 â–²	1.5%	3,707,682	0.4%	Computer and Technology
CMI Cummins	$452,462,941	$44,065,277 â–¼	-8.9%	840,971	0.4%	Auto/Tires/Trucks
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$439,679,449	$12,321,359 â–²	2.9%	4,797,901	0.4%	ETF
ACN Accenture	$436,676,221	$7,671,799 â–¼	-1.7%	2,202,108	0.4%	Computer and Technology
CL Colgate-Palmolive	$423,336,982	$3,567,657 â–¼	-0.8%	4,966,975	0.4%	Consumer Staples
BRK.B Berkshire Hathaway	$423,040,224	$19,900,677 â–¼	-4.5%	882,806	0.4%	Finance
WALMART INC	$421,262,601	$788,001,590 â–¼	-65.2%	3,389,564	0.4%	COM
ITW Illinois Tool Works	$412,342,998	$18,882,348 â–¼	-4.4%	1,584,113	0.4%	Industrials
CAT Caterpillar	$409,093,078	$19,899,321 â–¼	-4.6%	577,396	0.4%	Industrials
VMBS Vanguard Mortgage-Backed Securities ETF	$408,071,461	$18,461,772 â–²	4.7%	8,691,596	0.4%	ETF
RTX RTX	$407,047,585	$3,685,097 â–¼	-0.9%	2,110,075	0.4%	Aerospace
HON Honeywell International	$403,960,733	$17,725,188 â–²	4.6%	1,787,117	0.4%	Multi-Sector Conglomerates
CHD Church & Dwight	$400,357,682	$794,997 â–¼	-0.2%	4,290,136	0.4%	Consumer Staples
MARSH & MCLENNAN COS INC	$400,214,577	$25,839,028 â–²	6.9%	2,307,361	0.4%	COM
ABT Abbott Laboratories	$396,878,362	$8,433,477 â–¼	-2.1%	3,865,545	0.4%	Medical
GWW W.W. Grainger	$391,226,643	$14,471,815 â–¼	-3.6%	358,629	0.4%	Industrials
VZ Verizon Communications	$375,846,782	$10,406,711 â–²	2.8%	7,486,988	0.3%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$372,855,888	$55,143,782 â–²	17.4%	1,103,264	0.3%	Computer and Technology
ADP Automatic Data Processing	$372,417,966	$8,099,046 â–²	2.2%	1,832,880	0.3%	Computer and Technology
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$364,188,983	$19,890,408 â–²	5.8%	7,108,900	0.3%	Manufacturing
GLW Corning	$363,450,900	$37,623,416 â–¼	-9.4%	2,672,986	0.3%	Computer and Technology
RSG Republic Services	$352,979,540	$6,094,249 â–¼	-1.7%	1,611,627	0.3%	Business Services
MCD McDonald's	$352,350,377	$1,272,251 â–¼	-0.4%	1,133,558	0.3%	Retail/Wholesale
MBB iShares MBS ETF	$352,036,979	$785,902 â–²	0.2%	3,707,598	0.3%	ETF
PANW Palo Alto Networks	$347,274,163	$2,361,035 â–²	0.7%	2,166,129	0.3%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$345,400,107	$206,602 â–¼	-0.1%	4,951,901	0.3%	ETF
MA Mastercard	$337,908,621	$52,982,590 â–¼	-13.6%	676,186	0.3%	Business Services
VWO Vanguard FTSE Emerging Markets ETF	$334,101,941	$78,943,751 â–²	30.9%	6,181,354	0.3%	ETF
TSCO Tractor Supply	$332,031,129	$6,275,410 â–¼	-1.9%	7,329,552	0.3%	Retail/Wholesale
VTV Vanguard Value ETF	$331,844,808	$3,301,642 â–²	1.0%	1,691,366	0.3%	ETF
ASML ASML	$328,652,629	$19,624,029 â–²	6.4%	248,817	0.3%	Computer and Technology
VUG Vanguard Growth ETF	$322,638,885	$1,197,350 â–¼	-0.4%	738,592	0.3%	ETF
TMO Thermo Fisher Scientific	$319,105,424	$15,664,577 â–¼	-4.7%	649,147	0.3%	Medical
IWD iShares Russell 1000 Value ETF	$313,200,176	$96,259,491 â–¼	-23.5%	1,465,808	0.3%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$313,055,373	$7,540,563 â–²	2.5%	1,632,084	0.3%	ETF
VB Vanguard Small-Cap ETF	$307,491,027	$1,479,087 â–¼	-0.5%	1,173,969	0.3%	ETF
MSI Motorola Solutions	$304,662,772	$2,633,411 â–¼	-0.9%	702,015	0.3%	Computer and Technology
FERGUSON ENTERPRISES INC	$298,034,084	$3,494,242 â–¼	-1.2%	1,277,688	0.3%	COMMON STOCK NEW
YUM Yum! Brands	$296,261,532	$263,142,583 â–²	794.5%	1,905,464	0.3%	Retail/Wholesale
GLD SPDR Gold Shares	$292,568,476	$26,866,026 â–¼	-8.4%	679,933	0.3%	Finance
MCO Moody's	$286,152,386	$7,667,289 â–¼	-2.6%	655,920	0.3%	Finance
VGT Vanguard Information Technology ETF	$285,876,125	$392,146 â–²	0.1%	409,700	0.3%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$285,086,636	$27,013,510 â–²	10.5%	2,403,767	0.3%	ETF
TSLA Tesla	$279,582,415	$9,112,421 â–¼	-3.2%	752,064	0.3%	Auto/Tires/Trucks
SF Stifel Financial	$279,066,975	$110,132,853 â–²	65.2%	3,775,258	0.3%	Finance
LINDE PLC	$276,060,007	$767,510 â–²	0.3%	556,789	0.3%	SHS
WMB Williams Companies	$274,562,214	$6,037,110 â–²	2.2%	3,772,490	0.3%	Energy
PFE Pfizer	$274,318,001	$13,810,249 â–²	5.3%	9,769,180	0.3%	Medical
MS Morgan Stanley	$269,655,919	$402,051 â–²	0.1%	1,638,520	0.2%	Finance
GS The Goldman Sachs Group	$268,809,131	$5,915,564 â–²	2.3%	317,678	0.2%	Finance
GE VERNOVA INC	$268,485,872	$2,002,525 â–²	0.8%	307,565	0.2%	COM
VEU Vanguard FTSE All-World ex-US ETF	$267,684,162	$12,932,363 â–²	5.1%	3,564,351	0.2%	ETF
CB Chubb	$267,122,875	$6,030,815 â–¼	-2.2%	819,509	0.2%	Finance
PLD Prologis	$266,818,081	$3,285,516 â–²	1.2%	2,018,566	0.2%	Finance
NEE NextEra Energy	$264,677,413	$8,997,885 â–¼	-3.3%	2,849,628	0.2%	Utilities
CGDV Capital Group Dividend Value ETF	$260,286,259	$56,851,167 â–²	27.9%	6,118,616	0.2%	ETF
ADI Analog Devices	$257,176,733	$14,666,887 â–¼	-5.4%	808,306	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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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

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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