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Stifel Financial (SF) Institutional Ownership

Stifel Financial logo
$110.26 +1.84 (+1.70%)
Closing price 10/17/2025 03:59 PM Eastern
Extended Trading
$110.18 -0.09 (-0.08%)
As of 10/17/2025 04:42 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.
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Institutional Ownership Changes (13F Filings) for Stifel Financial (NYSE:SF)

Current
Institutional Ownership
Percentage
82.01%
Number of
Institutional Buyers
(last 12 months)
335
Total
Institutional Inflows
(last 12 months)
$1.75B
Number of
Institutional Sellers
(last 12 months)
225
Total
Institutional Outflows
(last 12 months)
$1.14B
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SF Institutional Buying and Selling by Quarter

Stifel Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/17/2025HM Payson & Co.328$37K0.0%N/A0.000%
10/17/2025Ethic Inc.7,293$828K0.0%+113.0%0.007%
10/17/2025Perigon Wealth Management LLC4,222$479K0.0%+20.5%0.004%
10/15/2025 CWM LLC29,654$3.37M0.0%+127.4%0.029%
10/15/2025 Pacer Advisors Inc.13,610$1.54M0.0%+186.9%0.013%
10/15/2025 Inspire Investing LLC9,230$1.05M0.1%N/A0.009%
10/15/2025 Harbor Capital Advisors Inc.16,197$1.84M0.1%-72.3%0.016%
10/15/2025 Delphi Management Inc. MA12,815$1.45M1.3%-3.3%0.013%
10/15/2025 DAVENPORT & Co LLC35,525$4.03M0.0%+7.8%0.035%
10/14/2025 Yousif Capital Management LLC32,909$3.73M0.0%-7.1%0.032%
10/14/2025 Farther Finance Advisors LLC689$78K0.0%+66.0%0.001%
10/14/2025 Brighton Jones LLC2,738$311K0.0%N/A0.003%
10/10/2025 Wedge Capital Management L L P NC19,993$2.27M0.0%-17.5%0.020%
10/9/2025 Voya Investment Management LLC12,792$1.45M0.0%-22.9%0.013%
10/7/2025 Grant Private Wealth Management Inc2,050$233K0.1%N/A0.002%
10/7/2025 Assenagon Asset Management S.A.313,527$35.58M0.0%N/A0.307%
10/3/2025 Aaron Wealth Advisors LLC2,703$307K0.0%N/A0.003%
10/2/2025 GAMMA Investing LLC6,075$689K0.0%+7.9%0.006%
10/2/2025 Bank of New Hampshire9,853$1.12M0.3%+2.2%0.010%
10/2/2025 TT International Asset Management LTD22,464$2.55M0.4%N/A0.022%
9/26/2025Corient Private Wealth LLC10,723$1.11M0.0%+16.7%0.010%
9/24/2025Texas Permanent School Fund Corp50,116$5.20M0.1%-4.2%0.049%
9/22/2025Caldwell Trust Co450$47K0.0%N/A0.000%
9/4/2025Osaic Holdings Inc.3,706$370K0.0%+84.2%0.004%
8/27/2025Orion Porfolio Solutions LLC49,437$5.13M0.0%+2.0%0.048%
8/27/2025Squarepoint Ops LLC30,027$3.12M0.0%-86.2%0.029%
8/26/2025Thrivent Financial for Lutherans65,894$6.84M0.0%+0.4%0.064%
8/19/2025B. Riley Wealth Advisors Inc.6,551$680K0.0%N/A0.006%
8/19/2025State of Wyoming1,306$136K0.0%-59.6%0.001%
8/19/2025Pitcairn Co.6,350$659K0.0%-5.9%0.006%
8/18/2025Castleark Management LLC84,410$8.76M0.3%+12.0%0.083%
8/16/2025Headlands Technologies LLC483$50K0.0%-85.4%0.000%
8/15/2025CANADA LIFE ASSURANCE Co90,822$9.43M0.0%-1.0%0.089%
8/15/2025Tower Research Capital LLC TRC 3,489$362K0.0%-39.2%0.003%
8/15/2025Corient Private Wealth LLC21,591$2.25M0.0%+134.9%0.021%
8/15/2025Captrust Financial Advisors25,208$2.62M0.0%-12.7%0.025%
8/15/2025Vident Advisory LLC3,016$313K0.0%+6.0%0.003%
8/15/2025Visionary Wealth Advisors3,792$394K0.0%+19.0%0.004%
8/15/2025Voleon Capital Management LP20,440$2.12M0.1%+70.2%0.020%
8/15/2025Tidal Investments LLC6,419$666K0.0%+82.7%0.006%
8/15/2025Smartleaf Asset Management LLC358$37K0.0%-28.4%0.000%
8/15/2025Snowden Capital Advisors LLC7,637$793K0.0%-1.6%0.007%
8/15/2025Orion Porfolio Solutions LLC17,735$1.84M0.0%-63.4%0.017%
8/15/2025MML Investors Services LLC31,970$3.32M0.0%+6.6%0.031%
8/15/2025Man Group plc32,029$3.32M0.0%+35.8%0.031%
8/15/2025Lazard Asset Management LLC121,067$12.56M0.0%-3.9%0.118%
8/15/2025Engineers Gate Manager LP3,600$374K0.0%-87.9%0.004%
8/15/2025Curi Capital LLC70,148$7.28M0.1%+6.2%0.069%
8/15/2025BNP Paribas Financial Markets62,754$6.51M0.0%-5.0%0.061%
8/15/2025Boothbay Fund Management LLC31,690$3.29M0.1%N/A0.031%
8/15/2025Balyasny Asset Management L.P.458,185$47.55M0.1%+21.4%0.448%
8/15/2025Bank of America Corp DE1,099,142$114.07M0.0%-7.5%1.076%
8/15/2025Adage Capital Partners GP L.L.C.204,000$21.17M0.0%+191.4%0.200%
8/15/2025Ameriprise Financial Inc.138,737$14.40M0.0%-4.5%0.136%
8/15/2025AQR Capital Management LLC1,171,472$121.58M0.1%-15.3%1.147%
8/14/2025Lighthouse Investment Partners LLC46,199$4.80M0.2%N/A0.045%
8/14/2025Raymond James Financial Inc.153,997$15.98M0.0%+36.6%0.151%
8/14/2025Quantinno Capital Management LP67,785$7.04M0.0%-4.2%0.066%
8/14/2025Alliancebernstein L.P.2,054,938$213.26M0.1%-10.1%2.011%
8/14/2025Ieq Capital LLC27,377$2.84M0.0%-64.7%0.027%
8/14/2025Treasurer of the State of North Carolina46,667$4.84M0.0%+2.7%0.046%
8/14/2025The Manufacturers Life Insurance Company 77,916$8.09M0.0%-4.9%0.076%
8/14/2025Squarepoint Ops LLC30,027$3.12M0.0%-86.2%0.029%
8/14/2025Sei Investments Co.242,978$25.22M0.0%+8.6%0.238%
8/14/2025NewEdge Advisors LLC2,395$249K0.0%-10.4%0.002%
8/14/2025Integrated Investment Consultants LLC3,314$344K0.1%-37.6%0.003%
8/14/2025Qube Research & Technologies Ltd136,436$14.16M0.0%-56.8%0.134%
8/14/2025AXA S.A.40,836$4.24M0.0%+88.4%0.040%
8/14/2025State Street Corp3,157,848$327.72M0.0%-2.4%3.091%
8/14/2025California Public Employees Retirement System185,232$19.22M0.0%-2.4%0.181%
8/14/2025Cerity Partners LLC41,887$4.35M0.0%+12.6%0.041%
8/14/2025Federated Hermes Inc.38,241$3.97M0.0%-2.9%0.037%
8/13/2025Brown Advisory Inc.14,656$1.52M0.0%+13.0%0.014%
8/13/2025Amundi31,906$3.43M0.0%+51.0%0.031%
8/13/2025Marshall Wace LLP992,004$102.95M0.1%-17.8%0.971%
8/13/2025Walleye Capital LLC436,350$45.28M0.2%+59.0%0.427%
8/13/2025First Trust Advisors LP128,630$13.35M0.0%+86.5%0.126%
8/13/2025Kennedy Capital Management LLC409,577$42.51M1.0%+2.7%0.401%
8/13/2025Guggenheim Capital LLC14,562$1.51M0.0%+37.3%0.014%
8/13/2025EverSource Wealth Advisors LLC974$101K0.0%+106.8%0.001%
8/13/2025Channing Capital Management LLC885,441$91.89M2.6%+7.4%0.867%
8/13/2025Invesco Ltd.1,368,457$142.02M0.0%+12.9%1.339%
8/13/2025Systematic Financial Management LP418,682$43.45M1.2%+1.3%0.410%
8/13/2025Fisher Asset Management LLC1,269,850$131.79M0.1%-8.7%1.243%
8/13/2025Panagora Asset Management Inc.5,041$523K0.0%+13.5%0.005%
8/13/2025Smith Moore & CO.2,707$281K0.0%-4.0%0.003%
8/13/2025First National Advisers LLC8,318$863K0.1%+6.2%0.008%
8/13/2025New York State Common Retirement Fund647,652$67.21M0.1%+3.0%0.634%
8/13/2025Schroder Investment Management Group96,927$10.06M0.0%+9.7%0.095%
8/13/2025Loomis Sayles & Co. L P162,811$16.90M0.0%+0.8%0.159%
8/13/2025Norges Bank1,381,548$143.38M0.0%N/A1.352%
8/13/2025Hsbc Holdings PLC10,497$1.09M0.0%-43.9%0.010%
8/13/2025State Board of Administration of Florida Retirement System128,895$13.38M0.0%+1.2%0.126%
8/13/2025Elevation Point Wealth Partners LLC1,011$105K0.0%N/A0.001%
8/13/2025Quadrant Capital Group LLC4,152$431K0.0%-17.4%0.004%
8/13/2025Choreo LLC15,067$1.56M0.0%-7.9%0.015%
8/13/2025Russell Investments Group Ltd.24,295$2.52M0.0%-14.9%0.024%
8/12/2025Advisors Asset Management Inc.1,220$127K0.0%-63.1%0.001%
8/12/2025XTX Topco Ltd4,762$494K0.0%-34.9%0.005%
8/12/2025Steward Partners Investment Advisory LLC23,212$2.41M0.0%-6.1%0.023%
(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, 496 institutional investors and hedge funds held shares of Stifel Financial. The most heavily invested institutionals were Vanguard Group Inc. ($1.08B), FMR LLC ($915.35M), Capital Research Global Investors ($368.60M), State Street Corp ($327.72M), Earnest Partners LLC ($274.89M), Boston Partners ($241.47M), and Wellington Management Group LLP ($233.60M).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 414 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: Norges Bank ($3.90M), FMR LLC ($3.38M), Boston Partners ($2.31M), Wellington Management Group LLP ($1.49M), AQR Capital Management LLC ($1.06M), Assenagon Asset Management S.A. ($728.78K), and Principal Financial Group Inc. ($669.21K).

How much institutional buying is happening at Stifel Financial?

Institutional investors have bought a total of 17,336,454 shares in the last 24 months. This purchase volume represents approximately $1.75B in transactions.

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

Of the 225 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: LSV Asset Management ($1.21M), Alliancebernstein L.P. ($918.67K), T. Rowe Price Investment Management Inc. ($658.70K), Marshall Wace LLP ($525.51K), Millennium Management LLC ($520.04K), Squarepoint Ops LLC ($474.26K), and Fuller & Thaler Asset Management Inc. ($463.86K).

How much institutional selling is happening at Stifel Financial?

Institutional investors have sold a total of 11,154,757 shares in the last 24 months. This volume of shares sold represents approximately $1.14B in transactions.


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This page (NYSE:SF) was last updated on 10/18/2025 by MarketBeat.com Staff
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