Stifel Financial (SF) Institutional Ownership

$79.81 +0.12 (+0.15%)

Closing price 09/11/2026 03:58 PM Eastern

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$79.76 -0.05 (-0.06%)

As of 09/11/2026 07:30 PM Eastern

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Current Institutional Ownership Percentage: 82.01%
Number of Institutional Buyers (last 12 months): 411
Total Institutional Inflows (last 12 months): $3.90B

Number of Institutional Sellers (last 12 months): 215
Total Institutional Outflows (last 12 months): $776.87M

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SF Institutional Buying and Selling by Quarter

Stifel Financial Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/9/2026	Sequoia Financial Advisors LLC	15,393	$1.07M	0.0%	+13.5%	0.010%
9/9/2026	Tidal Investments LLC	8,955	$625K	0.0%	-61.5%	0.006%
9/9/2026	WINTON GROUP Ltd	299,748	$20.91M	0.7%	+21.4%	0.199%
9/9/2026	Engineers Gate Manager LP	66,557	$4.64M	0.1%	-80.9%	0.044%
9/9/2026	Integrated Wealth Concepts LLC	11,097	$774K	0.0%	-48.3%	0.007%
9/9/2026	NewEdge Advisors LLC	18,061	$1.26M	0.0%	+1.8%	0.012%
9/9/2026	IFP Advisors Inc	6,018	$420K	0.0%	+22.2%	0.004%
9/9/2026	Squarepoint Ops LLC	585,834	$40.87M	0.0%	+716.1%	0.388%
9/8/2026	Allworth Financial LP	2,482	$173K	0.0%	-64.2%	0.002%
9/8/2026	Arizona State Retirement System	41,643	$2.91M	0.0%	-0.7%	0.028%
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9/8/2026	Waverly Advisors LLC	4,857	$339K	0.0%	-43.5%	0.003%
9/8/2026	Nykredit A S	5,544	$387K	0.0%	N/A	0.004%
9/4/2026	Parkside Financial Bank & Trust	5,902	$412K	0.0%	+11.5%	0.004%
8/27/2026	Corient Private Wealth LP	26,950	$1.88M	0.0%	-21.5%	0.018%
8/26/2026	Amundi	153,885	$10.74M	0.0%	-68.7%	0.102%
8/26/2026	HighTower Advisors LLC	10,346	$722K	0.0%	-48.2%	0.007%
8/25/2026	VIRGINIA RETIREMENT SYSTEMS ET Al	10,000	$698K	0.0%	N/A	0.007%
8/24/2026	Serenity Investment Advisors	2,789	$195K	0.1%	-17.6%	0.002%
8/24/2026	California State Teachers Retirement System	12,188,540	$850.39M	0.0%	+6,765.3%	8.072%
8/23/2026	Studio Investment Management LLC	7,948	$555K	0.1%	+48.6%	0.005%
8/23/2026	Readystate Asset Management LP	3,079	$215K	0.0%	N/A	0.002%
8/23/2026	HB Wealth Management LLC	5,404	$377K	0.0%	-42.6%	0.004%
8/22/2026	AlphaGrep UK Ltd	11,941	$833K	0.2%	N/A	0.008%
8/22/2026	Syon Capital LLC	4,798	$335K	0.0%	-16.3%	0.003%
8/22/2026	Concurrent Investment Advisors LLC	13,038	$910K	0.0%	-4.7%	0.009%
8/21/2026	AXQ Capital LP	31,972	$2.23M	0.2%	+34.7%	0.021%
8/21/2026	Nykredit A S	5,544	$387K	0.0%	N/A	0.004%
8/21/2026	Requisite Capital Management LLC	79,119	$5.52M	0.9%	N/A	0.052%
8/20/2026	Proficio Capital Partners LLC	2,979	$208K	0.0%	N/A	0.002%
8/20/2026	Rehmann Capital Advisory Group	8,349	$583K	0.0%	+5.2%	0.006%
8/20/2026	Ancora Advisors LLC	254,005	$17.72M	0.3%	-6.3%	0.168%
8/20/2026	Susquehanna Fundamental Investments LLC	228,631	$15.95M	0.3%	+76.0%	0.151%
8/20/2026	Benjamin Edwards Inc.	124,288	$8.67M	0.1%	N/A	0.082%
8/20/2026	Northwestern Mutual Wealth Management Co.	2,821	$197K	0.0%	-18.6%	0.002%
8/20/2026	Greenleaf Trust	3,826	$267K	0.0%	-4.2%	0.003%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	623,009	$43.47M	0.0%	+51.9%	0.413%
8/19/2026	Van ECK Associates Corp	175,822	$12.27M	0.0%	+19.1%	0.116%
8/19/2026	Hsbc Holdings PLC	111,311	$7.80M	0.0%	+36.9%	0.074%
8/19/2026	Wellington Management Group LLP	2,565,429	$178.99M	0.0%	-30.6%	1.699%
8/19/2026	Kingsview Wealth Management LLC	62,766	$4.38M	0.1%	N/A	0.042%
BlackRock and Vanguard already own THIS (Ad) Institutions own roughly 88 percent of an overlooked American oil and natural gas company. BlackRock holds 32 million shares worth about 716 million dollars, while Vanguard owns 48 million shares worth nearly 1.1 billion dollars. The company generates approximately 3.2 billion dollars in operating income against a market value of only about 8 billion dollars, and it has signed a multi-year AI agreement with Palantir to improve equipment reliability and well performance. Click here to learn about this overlooked AI energy stock
8/18/2026	Empowered Funds LLC	8,186	$571K	0.0%	N/A	0.005%
8/18/2026	United Capital Financial Advisors LLC	14,440	$1.01M	0.0%	N/A	0.010%
8/18/2026	Caitlin John LLC	583	$41K	0.0%	N/A	0.000%
8/18/2026	Public Employees Retirement System of Ohio	49,540	$3.46M	0.0%	N/A	0.033%
8/17/2026	Capstone Investment Advisors LLC	3,642	$254K	0.0%	N/A	0.002%
8/17/2026	Proficio Capital Partners LLC	2,979	$208K	0.0%	N/A	0.002%
8/17/2026	Corient Private Wealth LP	26,356	$1.84M	0.0%	N/A	0.017%
8/17/2026	Bank of America Corp DE	1,770,839	$123.55M	0.0%	N/A	1.173%
8/17/2026	Basswood Capital Management L.L.C.	104,316	$7.28M	0.3%	N/A	0.069%
8/15/2026	Caisse de depot et placement du Quebec	167,184	$11.66M	0.0%	N/A	0.111%
8/15/2026	Man Group plc	141,354	$9.86M	0.0%	N/A	0.094%
8/15/2026	Roberts Glore & Co. Inc. IL	4,697	$328K	0.1%	N/A	0.003%
8/15/2026	Polar Asset Management Partners Inc.	34,713	$2.42M	0.0%	N/A	0.023%
8/15/2026	Jupiter Topco LLC	68,400	$4.77M	0.0%	N/A	0.045%
8/14/2026	Hsbc Holdings PLC	111,311	$7.80M	0.0%	N/A	0.074%
8/14/2026	Ancora Advisors LLC	254,005	$17.72M	0.3%	N/A	0.168%
8/14/2026	PDT Partners LLC	229,968	$16.05M	0.8%	N/A	0.152%
8/14/2026	Canada Pension Plan Investment Board	93,950	$6.56M	0.0%	N/A	0.062%
8/14/2026	Castleark Management LLC	98,210	$6.85M	0.2%	N/A	0.065%
8/14/2026	Legal & General Group Plc	196,000	$13.68M	0.0%	N/A	0.130%
8/14/2026	The Manufacturers Life Insurance Company	110,595	$7.72M	0.0%	N/A	0.073%
8/14/2026	Algert Global LLC	409,817	$28.59M	0.3%	+11.2%	0.271%
8/13/2026	Sanctuary Advisors LLC	10,144	$708K	0.0%	N/A	0.007%
8/13/2026	Connor Clark & Lunn Investment Management Ltd.	241,582	$16.86M	0.0%	N/A	0.160%
8/13/2026	Meiji Yasuda Asset Management Co Ltd.	3,518	$245K	0.0%	N/A	0.002%
8/13/2026	Pinnacle Holdings LLC	679	$47K	0.0%	N/A	0.000%
8/13/2026	Bank of Nova Scotia	519,811	$36.27M	0.1%	N/A	0.344%
8/12/2026	Elevation Point Wealth Partners LLC	3,861	$269K	0.0%	N/A	0.003%
8/12/2026	Commerce Bank	20,932	$1.46M	0.0%	N/A	0.014%
8/12/2026	Northwestern Mutual Wealth Management Co.	2,821	$197K	0.0%	N/A	0.002%
8/12/2026	Quantbot Technologies LP	105,314	$7.35M	0.3%	N/A	0.070%
8/12/2026	Evolve Private Wealth LLC	60,043	$4.19M	0.3%	N/A	0.040%
8/12/2026	Westpac Banking Corp	1,053	$73K	0.0%	N/A	0.001%
8/12/2026	Ieq Capital LLC	81,332	$5.68M	0.0%	N/A	0.054%
8/12/2026	Callan Family Office LLC	6,234	$435K	0.0%	N/A	0.004%
8/12/2026	Heartland Advisors Inc.	121,653	$8.49M	0.4%	N/A	0.081%
8/11/2026	Keating Financial Advisory Services Inc.	500	$35K	0.0%	N/A	0.000%
8/11/2026	Allworth Financial LP	2,482	$173K	0.0%	N/A	0.002%
8/11/2026	Trillium Asset Management LLC	66,790	$4.66M	0.1%	N/A	0.044%
8/11/2026	Vise Technologies Inc.	13,115	$915K	0.0%	N/A	0.009%
8/11/2026	Algebris UK Ltd.	1,007,696	$70.09M	4.6%	N/A	0.667%
8/10/2026	Johnson Financial Group Inc.	2,530	$177K	0.0%	N/A	0.002%
8/10/2026	NewEdge Wealth LLC	5,471	$382K	0.0%	N/A	0.004%
8/10/2026	Great Lakes Advisors LLC	41,623	$2.90M	0.0%	N/A	0.028%
8/10/2026	Danske Bank A S	450	$31K	0.0%	N/A	0.000%
8/10/2026	Diversify Advisory Services LLC	3,030	$250K	0.0%	N/A	0.002%
8/8/2026	First National Bank of Omaha	32,493	$2.27M	0.1%	N/A	0.022%
8/7/2026	Citizens Financial Group Inc. RI	3,406	$238K	0.0%	N/A	0.002%
8/7/2026	BlackRock Inc.	14,779,953	$1.03B	0.0%	N/A	9.635%
8/7/2026	Pallas Capital Advisors LLC	12,124	$846K	0.0%	N/A	0.008%
BlackRock and Vanguard already own THIS (Ad) Institutions own roughly 88 percent of an overlooked American oil and natural gas company. BlackRock holds 32 million shares worth about 716 million dollars, while Vanguard owns 48 million shares worth nearly 1.1 billion dollars. The company generates approximately 3.2 billion dollars in operating income against a market value of only about 8 billion dollars, and it has signed a multi-year AI agreement with Palantir to improve equipment reliability and well performance. Click here to learn about this overlooked AI energy stock
8/7/2026	Deutsche Bank AG	22,427	$1.57M	0.0%	N/A	0.015%
8/7/2026	Perigon Wealth Management LLC	5,284	$369K	0.0%	N/A	0.003%
8/7/2026	Requisite Capital Management LLC	79,119	$5.52M	0.9%	N/A	0.052%
8/7/2026	Mitsubishi UFJ Asset Management Co. Ltd.	818	$58K	0.0%	N/A	0.001%
8/7/2026	Beverly Hills Private Wealth LLC	55,849	$3.90M	0.7%	N/A	0.036%
8/7/2026	OneDigital Investment Advisors LLC	6,466	$451K	0.0%	N/A	0.004%
8/7/2026	Avise Financial Cooperative Inc.	4,663	$325K	0.2%	N/A	0.003%
8/6/2026	Global Retirement Partners LLC	2,361	$165K	0.0%	N/A	0.002%
8/6/2026	Bank of New York Mellon Corp	1,336,318	$93.24M	0.0%	N/A	0.871%
8/6/2026	Focus Partners Advisor Solutions LLC	6,349	$443K	0.0%	N/A	0.004%

SF Institutional Ownership - Frequently Asked Questions

During the previous two years, 611 institutional investors and hedge funds held shares of Stifel Financial. The most heavily invested institutionals were Vanguard Group Inc. ($1.20B), BlackRock Inc. ($1.03B), FMR LLC ($915.35M), California State Teachers Retirement System ($850.39M), State Street Corp ($383.61M), AQR Capital Management LLC ($362.37M), and Earnest Partners LLC ($317.81M).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 547 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: BlackRock Inc. ($14.78M), California State Teachers Retirement System ($12.09M), Norges Bank ($4.05M), AQR Capital Management LLC ($2.78M), Bank of America Corp DE ($2.53M), Boston Partners ($2.36M), and FMR LLC ($1.93M).

Institutional investors have bought a total of 53,644,733 shares in the last 24 months. This purchase volume represents approximately $3.90B in transactions.

Of the 215 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), Wellington Management Group LLP ($1.26M), Vanguard Group Inc. ($786.47K), Walleye Capital LLC ($446.45K), Alyeska Investment Group L.P. ($402.72K), Earnest Partners LLC ($383.25K), and Amundi ($337.53K).

Institutional investors have sold a total of 9,848,615 shares in the last 24 months. This volume of shares sold represents approximately $776.87M in transactions.

Related Companies

Institutional ownership data for NYSE:SF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.

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Stifel Financial (SF) Institutional Ownership

SF Institutional Buying and Selling by Quarter

Stifel Financial Major Shareholders & Ownership History

SF Institutional Ownership - Frequently Asked Questions

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Stifel Financial (SF) Institutional Ownership

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

SF Institutional Buying and Selling by Quarter

Stifel Financial Major Shareholders & Ownership History

SF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SF shares?

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

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

How much institutional buying is happening at Stifel Financial?

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

How much institutional selling is happening at Stifel Financial?

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