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 financial services holding company headquartered in St. Louis, Missouri. Founded in 1890 as a brokerage firm, it has grown into a provider of services for individual investors, businesses, and institutional clients. For more information on Stifel Financial stock, visit the Stifel Financial stock profile here.

Investment Activity

Stifel Financial has $120.92 billion in total holdings as of September 30, 2026.
Stifel Financial owns shares of 3,731 different stocks, but just 317 companies or ETFs make up 80% of its holdings.
Approximately 4.39% of the portfolio was purchased this quarter.
About 3.10% of the portfolio was sold this quarter.
This quarter, Stifel Financial has purchased 3,702 new stocks and bought additional shares in 1,848 stocks.
Stifel Financial sold shares of 1,619 stocks and completely divested from 163 stocks this quarter.

Largest Holdings

NVIDIA: $3,690,689,823
Apple: $3,658,094,765
Microsoft: $3,325,010,011
Amazon.com: $2,111,159,083
Alphabet: $1,971,820,175

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $592,982,939 Holding
30609A109 - ONEOK INC NEW: $82,181,682 Holding
78392B206 - SK HYNIX INC: $48,385,963 Holding
46138G300 - Invesco S&P SmallCap Quality ETF: $25,584,617 Holding
25239Y196 - DFA INVT DIMENSIONS GROUP IN: $18,356,096 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP: 3,643,474 shares (about $592.98M)
Amphenol: 3,848,526 shares (about $324.43M)
CrowdStrike: 1,020,631 shares (about $270.21M)
Micron Technology: 148,074 shares (about $157.73M)
iShares Russell 1000 Growth ETF: 829,299 shares (about $103.88M)

Largest Sales this Quarter

Texas Instruments: 366,577 shares (about $102.68M)
Cisco Systems: 791,438 shares (about $85.18M)
NVIDIA: 360,007 shares (about $82.22M)
Vanguard FTSE Developed Markets ETF: 806,910 shares (about $56.98M)
iShares 10-20 Year Treasury Bond ETF: 569,582 shares (about $52.50M)

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	$3,690,689,823	$82,219,662 ▼	-2.2%	16,160,054	3.1%	Technology
AAPL Apple	$3,658,094,765	$10,472,032 ▼	-0.3%	10,984,381	3.0%	Technology
MSFT Microsoft	$3,325,010,011	$25,240,545 ▲	0.8%	6,482,444	2.7%	Technology
AMZN Amazon.com	$2,111,159,083	$6,914,421 ▲	0.3%	8,473,433	1.7%	Consumer Discretionary
GOOGL Alphabet	$1,971,820,175	$5,604,919 ▼	-0.3%	5,730,498	1.6%	Communication Services
AVGO Broadcom	$1,548,285,065	$35,736,066 ▼	-2.3%	4,408,549	1.3%	Technology
CSCO Cisco Systems	$1,280,958,954	$85,182,413 ▼	-6.2%	11,901,513	1.1%	Technology
JPM JPMorgan Chase & Co.	$1,271,076,205	$7,833,243 ▼	-0.6%	3,841,994	1.1%	Finance
SPY SPDR S&P 500 ETF Trust	$1,209,679,428	$1,263,796 ▲	0.1%	1,586,046	1.0%	ETF
VOO Vanguard S&P 500 ETF	$1,189,834,471	$21,108,681 ▲	1.8%	1,697,607	1.0%	ETF
IVW iShares S&P 500 Growth ETF	$1,181,917,216	$19,419,361 ▲	1.7%	8,308,141	1.0%	ETF
GOOG Alphabet	$1,167,436,200	$5,676,809 ▼	-0.5%	3,426,130	1.0%	Communication Services
JNJ Johnson & Johnson	$1,165,392,400	$13,979,627 ▼	-1.2%	4,401,933	1.0%	Healthcare
MRK Merck & Co., Inc.	$1,142,257,254	$44,842,571 ▼	-3.8%	7,860,796	0.9%	Healthcare
V Visa	$1,123,715,123	$16,649,266 ▼	-1.5%	3,127,103	0.9%	Finance
IEFA iShares Core MSCI EAFE ETF	$1,060,684,341	$34,843,585 ▲	3.4%	10,948,430	0.9%	ETF
ABBV AbbVie	$926,222,883	$22,089,904 ▼	-2.3%	3,540,711	0.8%	Healthcare
LLY Eli Lilly and Company	$918,312,424	$7,677,137 ▲	0.8%	793,536	0.8%	Healthcare
META Meta Platforms	$869,124,797	$24,019,947 ▼	-2.7%	1,198,360	0.7%	Communication Services
IVE iShares S&P 500 Value ETF	$840,047,095	$25,893,550 ▲	3.2%	3,679,901	0.7%	ETF
PEP PepsiCo	$823,741,515	$33,024,437 ▲	4.2%	6,500,398	0.7%	Consumer Staples
PANW Palo Alto Networks	$786,665,708	$51,065,873 ▼	-6.1%	1,979,979	0.7%	Technology
QQQ Invesco QQQ	$782,075,932	$1,447,209 ▲	0.2%	1,057,028	0.6%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$776,788,087	$83,016,643 ▲	12.0%	8,216,499	0.6%	ETF
IVV iShares Core S&P 500 ETF	$726,419,837	$34,701,965 ▲	5.0%	948,458	0.6%	ETF
HD Home Depot	$725,534,564	$5,152,687 ▼	-0.7%	2,550,156	0.6%	Consumer Discretionary
KO Coca-Cola	$700,181,691	$3,131,939 ▲	0.4%	8,134,070	0.6%	Consumer Staples
IWF iShares Russell 1000 Growth ETF	$683,703,350	$103,878,461 ▲	17.9%	5,458,249	0.6%	ETF
PG Procter & Gamble	$669,053,363	$1,587,354 ▼	-0.2%	4,605,196	0.6%	Consumer Staples
TXN Texas Instruments	$642,312,406	$102,676,959 ▼	-13.8%	2,293,182	0.5%	Technology
CVX Chevron	$641,977,954	$18,355,285 ▲	2.9%	3,143,632	0.5%	Energy
APH Amphenol	$641,694,046	$324,431,978 ▲	102.3%	7,612,000	0.5%	Technology
COST Costco Wholesale	$638,560,049	$5,155,582 ▲	0.8%	701,284	0.5%	Consumer Staples
AMGN Amgen	$638,073,144	$14,579,227 ▼	-2.2%	1,513,644	0.5%	Healthcare
ETN Eaton	$597,587,187	$14,230,210 ▼	-2.3%	1,390,598	0.5%	Industrials
LMT Lockheed Martin	$594,469,509	$227,156 ▲	0.0%	1,167,188	0.5%	Industrials
EXXONMOBIL HOLDINGS CORP	$592,982,939	$592,982,939 ▲	New Holding	3,643,474	0.5%	COM SHS
IBM International Business Machines	$576,272,731	$25,591,345 ▼	-4.3%	2,620,158	0.5%	Technology
UNP Union Pacific	$566,352,293	$7,405,103 ▼	-1.3%	2,081,134	0.5%	Industrials
ACN Accenture	$557,730,778	$40,615,224 ▲	7.9%	3,041,487	0.5%	Technology
TSM Taiwan Semiconductor Manufacturing	$550,462,519	$15,987,707 ▲	3.0%	1,206,612	0.5%	Technology
VEA Vanguard FTSE Developed Markets ETF	$534,899,019	$56,976,113 ▼	-9.6%	7,575,374	0.4%	ETF
MU Micron Technology	$528,594,802	$157,728,093 ▲	42.5%	496,241	0.4%	Technology
MDT Medtronic	$524,480,022	$1,182,610 ▲	0.2%	6,078,082	0.4%	Healthcare
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$498,451,702	$6,153,987 ▲	1.3%	5,439,242	0.4%	ETF
ADP Automatic Data Processing	$474,281,629	$28,866,390 ▼	-5.7%	1,837,837	0.4%	Industrials
VMBS Vanguard Mortgage-Backed Securities ETF	$474,021,905	$20,321,369 ▲	4.5%	10,673,755	0.4%	ETF
CAT Caterpillar	$472,913,798	$6,383,068 ▼	-1.3%	583,227	0.4%	Industrials
IWD iShares Russell 1000 Value ETF	$459,303,667	$7,591,649 ▲	1.7%	1,852,546	0.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$454,001,814	$11,763,358 ▼	-2.5%	5,593,898	0.4%	ETF
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$420,752,332	$17,701,010 ▲	4.4%	8,637,909	0.3%	ETF
TMO Thermo Fisher Scientific	$419,566,364	$8,232,351 ▼	-1.9%	621,474	0.3%	Healthcare
VUG Vanguard Growth ETF	$410,973,578	$4,830,392 ▲	1.2%	4,560,756	0.3%	ETF
BRK.B Berkshire Hathaway	$405,144,503	$5,196,625 ▲	1.3%	813,622	0.3%	Finance
VTV Vanguard Value ETF	$404,267,693	$11,253,601 ▲	2.9%	1,870,891	0.3%	ETF
WM Waste Management	$402,850,120	$7,876,107 ▼	-1.9%	1,975,504	0.3%	Industrials
VGT Vanguard Information Technology ETF	$401,721,825	$6,424,426 ▼	-1.6%	3,196,616	0.3%	ETF
RTX RTX	$400,230,304	$6,499,837 ▼	-1.6%	2,155,756	0.3%	Industrials
GWW W.W. Grainger	$400,098,246	$20,479,716 ▼	-4.9%	321,138	0.3%	Industrials
CL Colgate-Palmolive	$388,868,622	$12,201,995 ▼	-3.0%	4,557,751	0.3%	Consumer Staples
GLW Corning	$387,240,523	$10,460,703 ▼	-2.6%	2,518,449	0.3%	Technology
ASML ASML	$384,869,827	$2,447,627 ▼	-0.6%	212,434	0.3%	Technology
CHD Church & Dwight	$380,436,397	$7,384,277 ▼	-1.9%	4,037,709	0.3%	Consumer Staples
TJX TJX Companies	$379,595,168	$13,924,393 ▼	-3.5%	2,868,965	0.3%	Consumer Discretionary
ITW Illinois Tool Works	$378,816,301	$12,359,457 ▼	-3.2%	1,472,330	0.3%	Industrials
ABT Abbott Laboratories	$375,918,202	$575,292 ▲	0.2%	3,803,666	0.3%	Healthcare
MARSH & MCLENNAN COS INC	$364,782,622	$12,940,671 ▼	-3.4%	2,136,602	0.3%	COM
VZ Verizon Communications	$363,172,313	$7,609,009 ▲	2.1%	7,917,424	0.3%	Communication Services
NFLX Netflix	$361,590,462	$30,523,538 ▼	-7.8%	5,196,751	0.3%	Communication Services
CRWD CrowdStrike	$360,904,888	$270,212,507 ▲	297.9%	1,363,189	0.3%	Technology
XLK Technology Select Sector SPDR Fund	$357,877,605	$314,776 ▲	0.1%	1,828,180	0.3%	ETF
MA Mastercard	$352,866,916	$3,143,782 ▼	-0.9%	639,784	0.3%	Finance
AMAT Applied Materials	$346,237,834	$6,073,208 ▼	-1.7%	677,002	0.3%	Technology
MRVL Marvell Technology	$341,961,513	$29,233,388 ▲	9.3%	1,294,203	0.3%	Technology
WALMART INC	$339,294,171	$5,556,152 ▼	-1.6%	3,264,915	0.3%	COM
CGDV Capital Group Dividend Value ETF	$338,463,786	$19,886,350 ▲	6.2%	6,928,582	0.3%	ETF
VB Vanguard Small-Cap ETF	$337,469,640	$164,154 ▼	0.0%	1,186,204	0.3%	ETF
MS Morgan Stanley	$320,675,397	$9,846,845 ▲	3.2%	1,704,944	0.3%	Finance
GE VERNOVA INC	$319,864,850	$12,968,123 ▲	4.2%	336,511	0.3%	COM
RSG Republic Services	$310,124,146	$9,213,314 ▼	-2.9%	1,477,693	0.3%	Industrials
ADI Analog Devices	$303,483,577	$195,991 ▼	-0.1%	764,938	0.3%	Technology
CMI Cummins	$303,116,253	$3,479,695 ▼	-1.1%	586,773	0.3%	Industrials
NOW ServiceNow	$302,815,787	$17,247,058 ▲	6.0%	2,259,672	0.3%	Technology
TGT Target	$300,900,820	$16,271,592 ▼	-5.1%	1,920,325	0.2%	Consumer Staples
VEU Vanguard FTSE All-World ex-US ETF	$300,299,621	$1,125,495 ▲	0.4%	3,619,353	0.2%	ETF
GE GE Aerospace	$299,762,202	$1,697,970 ▲	0.6%	959,856	0.2%	Industrials
DE Deere & Company	$298,074,952	$1,662,375 ▲	0.6%	443,784	0.2%	Industrials
MSI Motorola Solutions	$295,821,086	$9,882,274 ▼	-3.2%	663,289	0.2%	Technology
MBB iShares MBS ETF	$295,664,763	$39,666,792 ▼	-11.8%	3,299,094	0.2%	ETF
TSCO Tractor Supply	$290,686,363	$57,872,108 ▲	24.9%	9,290,057	0.2%	Consumer Discretionary
PFE Pfizer	$287,954,125	$3,315,758 ▲	1.2%	10,096,586	0.2%	Healthcare
MCD McDonald's	$287,901,031	$13,606,108 ▲	5.0%	1,246,475	0.2%	Consumer Discretionary
VTI Vanguard Total Stock Market ETF	$286,466,615	$5,458,421 ▲	1.9%	765,444	0.2%	ETF
CB Chubb	$285,716,747	$2,102,894 ▲	0.7%	878,389	0.2%	Finance
GS The Goldman Sachs Group	$281,206,047	$10,403,365 ▼	-3.6%	312,254	0.2%	Finance
PM Philip Morris International	$280,183,101	$6,457,015 ▲	2.4%	1,468,300	0.2%	Consumer Staples
AMD Advanced Micro Devices	$278,074,916	$6,356,201 ▲	2.3%	454,548	0.2%	Technology
MCO Moody's	$274,239,650	$4,727,565 ▼	-1.7%	603,870	0.2%	Finance
PLD Prologis	$272,932,728	$34,538 ▼	0.0%	2,102,043	0.2%	Real Estate
GLD SPDR Gold Shares	$272,096,538	$19,255,275 ▲	7.6%	714,464	0.2%	ETF

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

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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