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Stifel Financial (SF) Institutional Ownership

Stifel Financial logo
$69.39 +0.06 (+0.08%)
Closing price 06/2/2026 03:59 PM Eastern
Extended Trading
$69.07 -0.32 (-0.46%)
As of 08:13 AM 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 Massive. 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)
413
Total
Institutional Inflows
(last 12 months)
$1.73B
Number of
Institutional Sellers
(last 12 months)
254
Total
Institutional Outflows
(last 12 months)
$864.95M
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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
6/1/2026 Caerus Investment Advisors LLC5,751$425K0.2%+7.7%0.004%
6/1/2026 Integrated Investment Consultants LLC4,365$323K0.1%+37.0%0.003%
5/26/2026 Serenity Investment Advisors3,384$246K0.1%+50.0%0.002%
5/26/2026 Glenmede Trust Co. NA260,062$19.22M0.1%+37.6%0.170%
5/22/2026 Access Investment Management LLC213,750$15.80M4.2%+50.0%0.139%
5/21/2026 Essential Partners LLC11,179$826K0.3%+57.8%0.007%
5/20/2026 FinArc Investments Inc.42,062$3.11M3.0%N/A0.027%
5/19/2026 Bank of America Corp DE1,875,501$138.64M0.0%+58.7%1.223%
5/19/2026 Tanaka Capital Management Inc.19,090$1.41M1.7%+50.0%0.012%
5/19/2026 Edgestream Partners L.P.83,350$6.16M0.2%-10.3%0.054%
5/19/2026 JTC Employer Solutions Trustee Ltd481$36K0.0%+49.8%0.000%
5/19/2026 Janus Henderson Group PLC68,400$5.06M0.0%+50.0%0.045%
5/19/2026 Bull Harbor Capital LLC13,951$1.03M0.3%N/A0.009%
5/19/2026 South Dakota Investment Council16,045$1.19M0.0%-44.1%0.010%
5/18/2026 Amundi491,417$36.33M0.0%+102.7%0.320%
5/18/2026 EverSource Wealth Advisors LLC5,609$415K0.0%+138.6%0.004%
5/18/2026 California State Teachers Retirement System177,538$13.12M0.0%+84.1%0.116%
5/18/2026 Royal Bank of Canada143,081$10.58M0.0%+43.0%0.093%
5/18/2026 Empowered Funds LLC10,630$786K0.0%+646.5%0.007%
5/18/2026 Evelyn Partners Investment Management Services Ltd3,120$231K0.0%+50.0%0.002%
5/16/2026 The Manufacturers Life Insurance Company 109,065$8.06M0.0%+49.9%0.071%
5/16/2026 Quantinno Capital Management LP308,246$22.79M0.0%+44.0%0.201%
5/16/2026 Lazard Asset Management LLC115,003$8.50M0.0%+38.6%0.075%
5/16/2026 Castleark Management LLC102,010$7.54M0.2%+3.5%0.066%
5/15/2026 North Reef Capital Management LP57,230$4.23M0.1%N/A0.037%
5/15/2026 Waverly Advisors LLC8,601$636K0.0%+106.6%0.006%
5/15/2026 Entropy Technologies LP45,231$3.34M0.2%+61.1%0.029%
5/14/2026 Renaissance Technologies LLC100,823$7.45M0.0%N/A0.066%
5/14/2026 Morningstar Investment Management LLC10,368$766K0.0%N/A0.007%
5/14/2026 Public Employees Retirement System of Ohio50,195$3.71M0.0%+56.3%0.033%
5/14/2026 Compound Planning Inc.3,951$292K0.0%+38.3%0.003%
5/14/2026 Arrowstreet Capital Limited Partnership22,642$1.67M0.0%N/A0.015%
5/14/2026 Caxton Associates LLP9,012$666K0.0%+32.9%0.006%
5/14/2026 Inceptionr LLC6,396$473K0.1%-52.3%0.004%
5/14/2026 Bank of Nova Scotia341,855$25.27M0.0%+366.4%0.223%
5/14/2026 Systematic Financial Management LP616,827$45.60M1.0%+49.1%0.402%
5/14/2026 Sei Investments Co.412,508$30.49M0.0%+61.8%0.269%
5/14/2026 Lido Advisors LLC3,230$239K0.0%+82.5%0.002%
5/14/2026 Walleye Capital LLC444,122$32.83M0.1%+94.5%0.290%
5/14/2026 State of Wyoming1,654$122K0.0%+48.2%0.001%
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5/13/2026 Cetera Investment Advisers34,671$2.56M0.0%+54.5%0.023%
5/13/2026 NewEdge Wealth LLC3,080$228K0.0%+62.1%0.002%
5/13/2026 CI Investments Inc.7,210$533K0.0%+50.1%0.005%
5/13/2026 First Trust Advisors LP114,633$8.47M0.0%+167.5%0.075%
5/12/2026 Westpac Banking Corp1,659$123K0.0%N/A0.001%
5/8/2026 Johnson Financial Group Inc.2,530$187K0.0%+50.0%0.002%
5/7/2026 Meeder Advisory Services Inc.6,568$486K0.0%+44.4%0.004%
5/7/2026 Dimensional Fund Advisors LP2,616,616$193.40M0.0%+51.6%1.706%
5/7/2026 Parallel Advisors LLC4,665$345K0.0%+45.4%0.003%
5/7/2026 KBC Group NV4,639$343K0.0%+50.0%0.003%
5/7/2026 Swiss National Bank302,119$22.33M0.0%+50.0%0.197%
5/7/2026 AIA Group Ltd30,360$2.24M0.0%N/A0.020%
5/7/2026 ANB Bank3,297$244K0.1%+51.3%0.002%
5/7/2026 Heartland Advisors Inc.134,153$9.92M0.5%+56.3%0.087%
5/6/2026 California Public Employees Retirement System342,065$25.29M0.0%+70.0%0.223%
5/6/2026 Kera Capital Partners Inc.3,691$273K0.0%+26.5%0.002%
5/6/2026 Assetmark Inc.35,780$2.65M0.0%+35.7%0.023%
5/6/2026 Allspring Global Investments Holdings LLC90,210$6.67M0.0%+47.8%0.059%
5/5/2026 Twin Capital Management Inc.14,709$1.09M0.1%+52.7%0.010%
5/5/2026 Bank of New York Mellon Corp1,367,474$101.08M0.0%+40.6%0.889%
5/5/2026 Illinois Municipal Retirement Fund26,128$1.93M0.0%+65.1%0.017%
5/5/2026 Sanctuary Advisors LLC15,410$1.14M0.0%+60.8%0.010%
5/5/2026 Roberts Glore & Co. Inc. IL4,739$350K0.1%+55.9%0.003%
5/5/2026 Maryland State Retirement & Pension System6,958$514K0.0%+50.0%0.005%
5/5/2026 Hillsdale Investment Management Inc.13,540$1.00M0.0%N/A0.009%
5/4/2026 Calamos Advisors LLC20,464$1.51M0.0%-20.7%0.013%
5/4/2026 State of Michigan Retirement System36,730$2.72M0.0%+52.5%0.024%
5/4/2026 Principal Financial Group Inc.1,075,067$79.47M0.0%+48.5%0.695%
5/4/2026 Chicago Partners Investment Group LLC12,108$937K0.0%+155.8%0.008%
5/4/2026 Teachers Retirement System of The State of Kentucky72,396$5.35M0.0%+43.2%0.047%
5/2/2026 Diversify Wealth Management LLC3,149$244K0.0%N/A0.002%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS38,209$2.82M0.0%+49.9%0.025%
5/1/2026 Citizens Financial Group Inc. RI5,187$383K0.0%N/A0.003%
5/1/2026 Midwest Trust Co3,779$279K0.0%+50.0%0.002%
5/1/2026 Fifth Third Bancorp73,993$5.47M0.0%+430.4%0.048%
5/1/2026 Sequoia Financial Advisors LLC13,563$1.00M0.0%+6.6%0.009%
4/30/2026 Hsbc Holdings PLC81,330$5.98M0.0%+324.3%0.053%
4/30/2026 Oregon Public Employees Retirement Fund31,316$2.32M0.0%+53.9%0.020%
4/29/2026 Montag A & Associates Inc.877$65K0.0%+49.9%0.001%
4/29/2026 Jackson Thornton Wealth Management LLC3,659$283K0.0%+66.9%0.002%
4/29/2026 R Squared Ltd3,753$277K0.2%-5.1%0.002%
4/29/2026 Sage Rhino Capital LLC2,737$202K0.0%+55.6%0.002%
4/28/2026 Stephens Inc. AR4,192$310K0.0%+50.0%0.003%
4/28/2026 Praxis Investment Management Inc.4,799$355K0.0%+115.2%0.003%
4/28/2026 Meramec Financial Planners LLC37,533$3.07M1.2%+50.0%0.024%
4/28/2026 QRG Capital Management Inc.21,012$1.55M0.0%+57.3%0.014%
4/27/2026 HB Wealth Management LLC9,415$696K0.0%+93.2%0.006%
4/27/2026 Moran Wealth Management LLC204,372$15.11M0.5%+49.3%0.132%
4/27/2026 New York State Teachers Retirement System209,930$15.52M0.0%+46.5%0.136%
4/27/2026 Y Intercept Hong Kong Ltd75,681$5.59M0.1%+71.9%0.049%
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4/27/2026 Elevation Point Wealth Partners LLC3,761$278K0.0%N/A0.002%
4/25/2026 Strs Ohio99,046$7.32M0.0%+37.2%0.064%
4/25/2026 Keybank National Association OH5,978$442K0.0%+48.0%0.004%
4/24/2026 Root Financial Partners LLC1,523$113K0.0%+280.8%0.001%
4/24/2026 Essex Financial Services Inc.5,033$372K0.0%+61.9%0.003%
4/24/2026 Fulton Bank N.A.4,681$346K0.0%+48.5%0.003%
4/24/2026 Peregrine Capital Management LLC195,017$14.42M0.5%+43.8%0.126%
4/24/2026 Impact Partnership Wealth LLC10,558$780K0.1%N/A0.007%
4/24/2026 MQS Management LLC3,749$277K0.2%N/A0.002%
4/23/2026 SJS Investment Consulting Inc.1,276$94K0.0%+143.5%0.001%


SF Institutional Ownership - Frequently Asked Questions

During the previous two years, 604 institutional investors and hedge funds held shares of Stifel Financial. The most heavily invested institutionals were Vanguard Group Inc. ($1.20B), FMR LLC ($915.35M), Wellington Management Group LLP ($416.86M), State Street Corp ($383.61M), AQR Capital Management LLC ($362.37M), Earnest Partners LLC ($317.81M), and Boston Partners ($290.94M).Learn more on Stifel Financial's institutional investors.

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

Of the 534 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 ($4.05M), AQR Capital Management LLC ($2.78M), Boston Partners ($2.36M), FMR LLC ($1.93M), Wellington Management Group LLP ($1.91M), Dimensional Fund Advisors LP ($997.41K), and Bank of America Corp DE ($755.95K).

Institutional investors have bought a total of 22,655,965 shares in the last 24 months. This purchase volume represents approximately $1.73B in transactions.

Of the 254 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 ($1.84M), Vanguard Group Inc. ($1.03M), Walleye Capital LLC ($446.45K), Alyeska Investment Group L.P. ($402.72K), Earnest Partners LLC ($383.25K), Squarepoint Ops LLC ($373.55K), and Marshall Wace LLP ($354.99K).

Institutional investors have sold a total of 11,132,272 shares in the last 24 months. This volume of shares sold represents approximately $864.95M in transactions.


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This page (NYSE:SF) was last updated on 6/3/2026 by MarketBeat.com Staff.
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