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Stifel Financial (SF) Institutional Ownership

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$110.33 -1.50 (-1.34%)
Closing price 08/7/2025 03:59 PM Eastern
Extended Trading
$110.32 -0.01 (-0.01%)
As of 08/7/2025 05:55 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Stifel Financial (NYSE:SF)

Current
Institutional Ownership
Percentage
82.01%
Number of
Institutional Buyers
(last 12 months)
310
Total
Institutional Inflows
(last 12 months)
$1.49B
Number of
Institutional Sellers
(last 12 months)
208
Total
Institutional Outflows
(last 12 months)
$964.30M
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SF Institutional Buying and Selling by Quarter

Stifel Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/7/2025Boston Partners2,326,249$241.47M0.3%+2,727.0%2.264%
8/7/2025Allworth Financial LP484$50K0.0%+43.6%0.000%
8/7/2025Illinois Municipal Retirement Fund27,933$2.90M0.0%-5.1%0.027%
8/7/2025ProShare Advisors LLC4,555$473K0.0%+4.6%0.004%
8/7/2025Profund Advisors LLC2,290$238K0.0%-5.2%0.002%
8/7/2025Midwest Trust Co2,645$274K0.0%N/A0.003%
8/7/2025Acadian Asset Management LLC38,952$4.04M0.0%-40.7%0.038%
8/7/2025Los Angeles Capital Management LLC60,815$6.31M0.0%-64.1%0.059%
8/6/2025 AGF Management Ltd.108,179$11.23M0.1%-4.1%0.105%
8/6/2025Summit Investment Advisors Inc.39,398$3.71M3.1%+10.0%0.038%
8/6/2025 Princeton Capital Management LLC2,200$228K0.1%N/A0.002%
8/6/2025 Savant Capital LLC30,262$3.14M0.0%+417.2%0.029%
8/6/2025 Twin Capital Management Inc.16,131$1.67M0.2%+2.2%0.016%
8/6/2025 EFG Asset Management North America Corp.21,989$2.28M0.3%-21.4%0.021%
8/6/2025 Trillium Asset Management LLC78,735$8.17M0.2%-4.4%0.077%
8/5/2025 Crestwood Advisors Group LLC127,406$13.22M0.2%+0.1%0.124%
8/5/2025 Bank of New York Mellon Corp955,099$99.12M0.0%-3.1%0.930%
8/5/2025 Access Investment Management LLC142,472$14.79M4.2%N/A0.139%
8/5/2025 Machina Capital S.A.S.2,960$307K0.1%-6.8%0.003%
8/5/2025 Bank of Montreal Can65,155$6.76M0.0%+2.7%0.063%
8/5/2025 State of Michigan Retirement System24,687$2.56M0.0%+0.8%0.024%
8/4/2025 Haven Private LLC6,449$669K0.3%+7.1%0.006%
8/4/2025 Strs Ohio77,465$8.04M0.0%+0.2%0.075%
8/4/2025 Atria Investments Inc17,393$1.81M0.0%-10.0%0.017%
8/4/2025 Retirement Systems of Alabama292,803$30.39M0.1%+0.4%0.285%
8/4/2025 Assetmark Inc.27,823$2.89M0.0%-2.4%0.027%
8/4/2025 Keybank National Association OH4,242$440K0.0%N/A0.004%
8/4/2025 Hantz Financial Services Inc.394$41K0.0%+5,528.6%0.000%
8/1/2025 Winebrenner Capital Management LLC2,040$212K0.2%N/A0.002%
8/1/2025 Peregrine Capital Management LLC157,218$16.32M0.5%+1.7%0.153%
8/1/2025 Teacher Retirement System of Texas74,440$7.73M0.0%-5.7%0.072%
8/1/2025 Envestnet Asset Management Inc.494,728$51.34M0.0%-1.4%0.482%
7/31/2025 Nisa Investment Advisors LLC4,085$424K0.0%+2.7%0.004%
7/31/2025 Oppenheimer Asset Management Inc.71,988$7.47M0.1%-2.1%0.070%
7/31/2025 Focus Partners Advisor Solutions LLC2,525$262K0.0%-64.8%0.002%
7/31/2025 Sage Mountain Advisors LLC2,553$265K0.0%-8.5%0.002%
7/31/2025 AlphaQuest LLC12,575$1.31M0.1%-52.0%0.012%
7/30/2025 Tributary Capital Management LLC18,596$1.93M0.2%+3.7%0.018%
7/30/2025 Ethic Inc.3,424$355K0.0%-44.9%0.003%
7/30/2025 Rehmann Capital Advisory Group4,437$461K0.0%+14.0%0.004%
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7/30/2025 Studio Investment Management LLC5,738$595K0.1%-1.9%0.006%
7/30/2025 Securian Asset Management Inc.7,837$813K0.0%+1.3%0.008%
7/30/2025 Drive Wealth Management LLC2,078$216K0.0%N/A0.002%
7/29/2025 Beverly Hills Private Wealth LLC36,582$3.80M0.7%+5.5%0.036%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al10,700$1.11M0.0%N/A0.010%
7/29/2025 Mutual of America Capital Management LLC91,761$9.52M0.1%+0.2%0.089%
7/29/2025 Stanley Laman Group Ltd.32,783$3.40M0.5%-6.5%0.032%
7/29/2025 Kraft Davis & Associates LLC2,182$244K0.1%N/A0.002%
7/28/2025 Ritholtz Wealth Management2,456$255K0.0%-21.2%0.002%
7/28/2025 AEGON ASSET MANAGEMENT UK Plc139,203$14.44M0.2%-66.6%0.136%
7/28/2025 Edmp Inc.6,357$660K0.6%-5.9%0.006%
7/28/2025 Moran Wealth Management LLC109,344$11.35M0.3%+1.0%0.106%
7/25/2025 Envestnet Portfolio Solutions Inc.7,857$815K0.0%-12.7%0.008%
7/25/2025 Sequoia Financial Advisors LLC5,836$606K0.0%N/A0.006%
7/25/2025 Yousif Capital Management LLC35,429$3.68M0.0%-1.4%0.034%
7/25/2025 Allspring Global Investments Holdings LLC93,351$9.83M0.0%+10.6%0.091%
7/25/2025 Meritage Portfolio Management7,891$819K0.1%-5.1%0.008%
7/25/2025 CWM LLC13,038$1.35M0.0%-53.8%0.013%
7/25/2025 Vanguard Personalized Indexing Management LLC16,066$1.67M0.0%+5.5%0.016%
7/25/2025 Concurrent Investment Advisors LLC7,484$777K0.0%+2.2%0.007%
7/24/2025 Blue Trust Inc.2,876$298K0.0%-17.0%0.003%
7/24/2025 Brandywine Oak Private Wealth LLC58,307$6.05M0.6%-1.7%0.057%
7/24/2025 IFP Advisors Inc2,562$266K0.0%-4.0%0.002%
7/24/2025 Blair William & Co. IL4,299$446K0.0%+85.1%0.004%
7/24/2025 US Bancorp DE48,583$5.04M0.0%-6.6%0.047%
7/23/2025 Louisiana State Employees Retirement System28,900$3.00M0.1%+1.0%0.028%
7/23/2025 Venturi Wealth Management LLC4,683$486K0.0%-15.6%0.005%
7/23/2025 KLP Kapitalforvaltning AS21,450$2.23M0.0%-13.2%0.021%
7/23/2025 Trueblood Wealth Management LLC2,100$218K0.1%-4.3%0.002%
7/22/2025 DAVENPORT & Co LLC32,962$3.42M0.0%-0.4%0.032%
7/22/2025 OLD National Bancorp IN2,341$243K0.0%N/A0.002%
7/21/2025 QRG Capital Management Inc.16,672$1.73M0.0%-2.1%0.016%
7/21/2025 Hilltop National Bank1,506$156K0.0%N/A0.001%
7/18/2025 Truist Financial Corp45,155$4.69M0.0%+2.7%0.044%
7/17/2025 Greenleaf Trust2,657$276K0.0%-3.6%0.003%
7/17/2025 HB Wealth Management LLC2,443$254K0.0%-34.5%0.002%
7/17/2025 Janney Montgomery Scott LLC12,021$1.25M0.0%+14.4%0.012%
7/17/2025 Covenant Asset Management LLC30,376$3.15M0.5%N/A0.030%
7/17/2025 Palisades Investment Partners LLC29,341$3.05M1.3%-2.7%0.029%
7/16/2025 Signaturefd LLC1,351$140K0.0%-39.1%0.001%
7/16/2025 State of Alaska Department of Revenue36,312$3.77M0.0%-1.2%0.035%
7/15/2025 TD Private Client Wealth LLC1,303$135K0.0%-45.1%0.001%
7/15/2025 Public Employees Retirement System of Ohio33,419$3.47M0.0%+1.5%0.033%
7/15/2025 Ballentine Partners LLC2,150$223K0.0%N/A0.002%
7/15/2025 Fifth Third Bancorp19,544$2.03M0.0%-0.6%0.019%
7/14/2025 GAMMA Investing LLC5,630$584K0.0%+24.9%0.005%
7/14/2025 Whitener Capital Management Inc.4,350$451K0.1%-6.0%0.004%
7/14/2025 Park Avenue Securities LLC19,136$1.99M0.0%+2.1%0.019%
7/11/2025 Farther Finance Advisors LLC415$43K0.0%-64.5%0.000%
7/11/2025 Wedge Capital Management L L P NC24,234$2.52M0.0%+7.4%0.024%
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7/10/2025 Trust Point Inc.5,093$529K0.0%-32.7%0.005%
7/10/2025 Fulton Bank N.A.3,804$395K0.0%-20.8%0.004%
7/10/2025 Wealth Enhancement Advisory Services LLC12,487$1.36M0.0%-36.6%0.012%
7/9/2025 Radnor Capital Management LLC5,532$574K0.1%+16.3%0.005%
7/9/2025 Pallas Capital Advisors LLC7,007$727K0.0%+6.1%0.007%
7/9/2025 Harbor Capital Advisors Inc.58,486$6.07M0.3%+12.6%0.057%
7/9/2025 Bank of New Hampshire9,639$1M0.2%+1.0%0.009%
7/9/2025 MassMutual Private Wealth & Trust FSB466$48K0.0%+40.8%0.000%
7/8/2025 Parallel Advisors LLC2,917$303K0.0%-8.0%0.003%
7/7/2025 Wesbanco Bank Inc.27,200$2.82M0.1%-13.9%0.026%
(Data available from 1/1/2016 forward)

SF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SF shares?

During the previous two years, 490 institutional investors and hedge funds held shares of Stifel Financial. The most heavily invested institutionals were Vanguard Group Inc. ($1.00B), FMR LLC ($915.35M), BlackRock Inc. ($596.47M), Capital Research Global Investors ($368.60M), State Street Corp ($293.19M), Earnest Partners LLC ($274.89M), and Boston Partners ($241.47M).Learn more on Stifel Financial's institutional investors.

What percentage of Stifel Financial's stock is owned by institutional investors?

82.01% of Stifel Financial's stock is owned by institutional investors. Learn more on SF's institutional investor holdings.

Which institutional investors have been buying Stifel Financial's stock?

Of the 402 institutional investors that purchased Stifel Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($3.38M), Norges Bank ($2.52M), Boston Partners ($2.31M), Wellington Management Group LLP ($1.49M), AQR Capital Management LLC ($1.06M), Principal Financial Group Inc. ($669.21K), and Vanguard Group Inc. ($630.01K).

How much institutional buying is happening at Stifel Financial?

Institutional investors have bought a total of 14,875,080 shares in the last 24 months. This purchase volume represents approximately $1.49B in transactions.

Which of Stifel Financial's major shareholders have been selling company stock?

Of the 205 institutional investors that sold Stifel Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Millennium Management LLC ($1.29M), LSV Asset Management ($945.24K), Alliancebernstein L.P. ($689.02K), T. Rowe Price Investment Management Inc. ($658.70K), Marshall Wace LLP ($575.97K), Fuller & Thaler Asset Management Inc. ($463.86K), and Dimensional Fund Advisors LP ($454.53K).

How much institutional selling is happening at Stifel Financial?

Institutional investors have sold a total of 9,685,740 shares in the last 24 months. This volume of shares sold represents approximately $960.29M in transactions.



This page (NYSE:SF) was last updated on 8/8/2025 by MarketBeat.com Staff
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