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Stifel Financial (SF) Institutional Ownership

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$115.68 -0.56 (-0.48%)
As of 03:22 PM Eastern
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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)
323
Total
Institutional Inflows
(last 12 months)
$1.68B
Number of
Institutional Sellers
(last 12 months)
219
Total
Institutional Outflows
(last 12 months)
$1.11B
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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
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%
8/12/2025 Advisors Asset Management Inc.1,220$127K0.0%-63.1%0.001%
8/12/2025 XTX Topco Ltd4,762$494K0.0%-34.9%0.005%
8/12/2025 Steward Partners Investment Advisory LLC23,212$2.41M0.0%-6.1%0.023%
8/12/2025 Ameritas Investment Partners Inc.39,240$4.07M0.1%-0.4%0.038%
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8/12/2025 Prudential Financial Inc.26,649$2.77M0.0%-91.3%0.026%
8/12/2025 Coldstream Capital Management Inc.11,815$1.23M0.0%-4.0%0.012%
8/12/2025 Charles Schwab Investment Management Inc.1,197,856$124.31M0.0%-1.1%1.172%
8/12/2025 American Century Companies Inc.61,440$6.38M0.0%-18.3%0.060%
8/12/2025 Rhumbline Advisers266,756$27.68M0.0%-0.5%0.261%
8/12/2025 Evelyn Partners Investment Management Services Ltd2,080$216K0.0%+1,036.6%0.002%
8/12/2025 Franklin Resources Inc.24,824$2.58M0.0%-57.9%0.024%
8/12/2025 Legal & General Group Plc196,266$20.37M0.0%+0.4%0.192%
8/12/2025 Brandywine Global Investment Management LLC51,250$5.32M0.0%-2.7%0.050%
8/12/2025 JPMorgan Chase & Co.243,677$25.29M0.0%-6.6%0.239%
8/12/2025 Entropy Technologies LP17,732$1.84M0.1%-30.1%0.017%
8/11/2025 Vanguard Group Inc.10,377,355$1.08B0.0%-2.3%10.157%
8/11/2025 WBI Investments LLC8,944$928K0.2%N/A0.009%
8/11/2025 LSV Asset Management293,102$30.42M0.1%-47.1%0.287%
8/11/2025 Mosaic Family Wealth Partners LLC3,042$316K0.0%-80.9%0.003%
8/11/2025 Intrust Bank NA3,369$350K0.0%+10.4%0.003%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH100,177$10.40M0.0%-1.6%0.098%
8/11/2025 Persistent Asset Partners Ltd4,691$487K0.4%N/A0.005%
8/8/2025 Cetera Investment Advisers12,394$1.29M0.0%+2.4%0.012%
8/8/2025 Creative Planning28,116$2.92M0.0%+36.3%0.027%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS26,394$2.74M0.0%+8.1%0.026%
8/8/2025 Fiera Capital Corp617,855$64.12M0.2%-1.3%0.601%
8/8/2025 Calamos Advisors LLC19,258$2.00M0.0%+53.4%0.019%
8/8/2025 Police & Firemen s Retirement System of New Jersey38,410$3.99M0.0%+3.7%0.037%
8/8/2025 Geode Capital Management LLC1,797,528$186.58M0.0%+0.5%1.750%
8/8/2025 KBC Group NV2,819$293K0.0%-40.7%0.003%
8/7/2025 Boston Partners2,326,249$241.47M0.3%+2,727.0%2.277%
8/7/2025 Allworth Financial LP484$50K0.0%+43.6%0.000%
8/7/2025 Illinois Municipal Retirement Fund27,933$2.90M0.0%-5.1%0.027%
8/7/2025 ProShare Advisors LLC4,555$473K0.0%+4.6%0.004%
8/7/2025 Profund Advisors LLC2,290$238K0.0%-5.2%0.002%
8/7/2025 Midwest Trust Co2,645$274K0.0%N/A0.003%
8/7/2025 Acadian Asset Management LLC38,952$4.04M0.0%-40.7%0.038%
8/7/2025 Los 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%
8/6/2025 Summit 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%
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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%
(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, 493 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 409 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), 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 16,716,533 shares in the last 24 months. This purchase volume represents approximately $1.68B in transactions.

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

Of the 217 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 ($1.21M), Alliancebernstein L.P. ($689.02K), T. Rowe Price Investment Management Inc. ($658.70K), Marshall Wace LLP ($525.51K), 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 11,082,802 shares in the last 24 months. This volume of shares sold represents approximately $1.11B in transactions.


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This page (NYSE:SF) was last updated on 8/14/2025 by MarketBeat.com Staff
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