Go Pro
→ Ready to give options a try? Your first trade (Ticker included) -INSIDE (From Base Camp Trading) (Ad)tc pixel Free SF Stock Alerts

Stifel Financial (SF) Institutional Ownership

Stifel Financial logo
$80.95 +1.07 (+1.34%)
As of 08/21/2026 03:58 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
82.01%
Number of
Institutional Buyers
(last 12 months)
408
Total
Institutional Inflows
(last 12 months)
$3.02B
Number of
Institutional Sellers
(last 12 months)
208
Total
Institutional Outflows
(last 12 months)
$742.77M
Get SF Insider Trade Alerts

Want to know when executives and insiders are buying or selling Stifel Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SF Institutional Buying and Selling by Quarter

Stifel Financial Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2026 AlphaGrep UK Ltd11,941$833K0.2%N/A0.008%
8/22/2026 Syon Capital LLC4,798$335K0.0%-16.3%0.003%
8/22/2026 Concurrent Investment Advisors LLC13,038$910K0.0%-4.7%0.009%
8/21/2026 AXQ Capital LP31,972$2.23M0.2%+34.7%0.021%
8/21/2026 Nykredit A S5,544$387K0.0%N/A0.004%
8/21/2026 Requisite Capital Management LLC79,119$5.52M0.9%N/A0.052%
8/20/2026 Proficio Capital Partners LLC2,979$208K0.0%N/A0.002%
8/20/2026 Rehmann Capital Advisory Group8,349$583K0.0%+5.2%0.006%
8/20/2026 Ancora Advisors LLC254,005$17.72M0.3%-6.3%0.168%
8/20/2026 Susquehanna Fundamental Investments LLC228,631$15.95M0.3%+76.0%0.151%
8/20/2026 Benjamin Edwards Inc.124,288$8.67M0.1%N/A0.082%
8/20/2026 Northwestern Mutual Wealth Management Co.2,821$197K0.0%-18.6%0.002%
8/20/2026 Greenleaf Trust3,826$267K0.0%-4.2%0.003%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC623,009$43.47M0.0%+51.9%0.413%
8/19/2026 Van ECK Associates Corp175,822$12.27M0.0%+19.1%0.116%
8/19/2026 Hsbc Holdings PLC111,311$7.80M0.0%+36.9%0.074%
8/19/2026 Wellington Management Group LLP2,565,429$178.99M0.0%-30.6%1.699%
8/19/2026 Kingsview Wealth Management LLC62,766$4.38M0.1%N/A0.042%
8/18/2026 Empowered Funds LLC8,186$571K0.0%N/A0.005%
8/18/2026 United Capital Financial Advisors LLC14,440$1.01M0.0%N/A0.010%
8/18/2026 Caitlin John LLC583$41K0.0%N/A0.000%
8/18/2026 Public Employees Retirement System of Ohio49,540$3.46M0.0%N/A0.033%
8/17/2026 Capstone Investment Advisors LLC3,642$254K0.0%N/A0.002%
8/17/2026 Proficio Capital Partners LLC2,979$208K0.0%N/A0.002%
8/17/2026 Corient Private Wealth LP26,356$1.84M0.0%N/A0.017%
8/17/2026 Bank of America Corp DE1,770,839$123.55M0.0%N/A1.173%
8/17/2026 Basswood Capital Management L.L.C.104,316$7.28M0.3%N/A0.069%
8/15/2026 Caisse de depot et placement du Quebec167,184$11.66M0.0%N/A0.111%
8/15/2026 Man Group plc141,354$9.86M0.0%N/A0.094%
8/15/2026 Roberts Glore & Co. Inc. IL4,697$328K0.1%N/A0.003%
8/15/2026 Polar Asset Management Partners Inc.34,713$2.42M0.0%N/A0.023%
8/15/2026 Jupiter Topco LLC68,400$4.77M0.0%N/A0.045%
8/14/2026 Hsbc Holdings PLC111,311$7.80M0.0%N/A0.074%
8/14/2026 Ancora Advisors LLC254,005$17.72M0.3%N/A0.168%
8/14/2026 PDT Partners LLC229,968$16.05M0.8%N/A0.152%
8/14/2026 Canada Pension Plan Investment Board93,950$6.56M0.0%N/A0.062%
8/14/2026 Castleark Management LLC98,210$6.85M0.2%N/A0.065%
8/14/2026 Legal & General Group Plc196,000$13.68M0.0%N/A0.130%
8/14/2026 The Manufacturers Life Insurance Company 110,595$7.72M0.0%N/A0.073%
8/14/2026 Algert Global LLC409,817$28.59M0.3%+11.2%0.271%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
8/13/2026 Sanctuary Advisors LLC10,144$708K0.0%N/A0.007%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.241,582$16.86M0.0%N/A0.160%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.3,518$245K0.0%N/A0.002%
8/13/2026 Pinnacle Holdings LLC679$47K0.0%N/A0.000%
8/13/2026 Bank of Nova Scotia519,811$36.27M0.1%N/A0.344%
8/12/2026 Elevation Point Wealth Partners LLC3,861$269K0.0%N/A0.003%
8/12/2026 Commerce Bank20,932$1.46M0.0%N/A0.014%
8/12/2026 Northwestern Mutual Wealth Management Co.2,821$197K0.0%N/A0.002%
8/12/2026 Quantbot Technologies LP105,314$7.35M0.3%N/A0.070%
8/12/2026 Evolve Private Wealth LLC60,043$4.19M0.3%N/A0.040%
8/12/2026 Westpac Banking Corp1,053$73K0.0%N/A0.001%
8/12/2026 Ieq Capital LLC81,332$5.68M0.0%N/A0.054%
8/12/2026 Callan Family Office LLC6,234$435K0.0%N/A0.004%
8/12/2026 Heartland Advisors Inc.121,653$8.49M0.4%N/A0.081%
8/11/2026 Keating Financial Advisory Services Inc.500$35K0.0%N/A0.000%
8/11/2026 Allworth Financial LP2,482$173K0.0%N/A0.002%
8/11/2026 Trillium Asset Management LLC66,790$4.66M0.1%N/A0.044%
8/11/2026 Vise Technologies Inc.13,115$915K0.0%N/A0.009%
8/11/2026 Algebris UK Ltd.1,007,696$70.09M4.6%N/A0.667%
8/10/2026 Johnson Financial Group Inc.2,530$177K0.0%N/A0.002%
8/10/2026 NewEdge Wealth LLC5,471$382K0.0%N/A0.004%
8/10/2026 Great Lakes Advisors LLC41,623$2.90M0.0%N/A0.028%
8/10/2026 Danske Bank A S450$31K0.0%N/A0.000%
8/10/2026 Diversify Advisory Services LLC3,030$250K0.0%N/A0.002%
8/8/2026 First National Bank of Omaha32,493$2.27M0.1%N/A0.022%
8/7/2026 Citizens Financial Group Inc. RI3,406$238K0.0%N/A0.002%
8/7/2026 BlackRock Inc.14,779,953$1.03B0.0%N/A9.635%
8/7/2026 Pallas Capital Advisors LLC12,124$846K0.0%N/A0.008%
8/7/2026 Deutsche Bank AG22,427$1.57M0.0%N/A0.015%
8/7/2026 Perigon Wealth Management LLC5,284$369K0.0%N/A0.003%
8/7/2026 Requisite Capital Management LLC79,119$5.52M0.9%N/A0.052%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.818$58K0.0%N/A0.001%
8/7/2026 Beverly Hills Private Wealth LLC55,849$3.90M0.7%N/A0.036%
8/7/2026 OneDigital Investment Advisors LLC6,466$451K0.0%N/A0.004%
8/7/2026 Avise Financial Cooperative Inc.4,663$325K0.2%N/A0.003%
8/6/2026 Global Retirement Partners LLC2,361$165K0.0%N/A0.002%
8/6/2026 Bank of New York Mellon Corp1,336,318$93.24M0.0%N/A0.871%
8/6/2026 Focus Partners Advisor Solutions LLC6,349$443K0.0%N/A0.004%
8/6/2026 GSA Capital Partners LLP10,364$723K0.0%N/A0.007%
8/6/2026 Maridea Wealth Management LLC3,107$217K0.0%N/A0.002%
7/10/2026 Wedge Capital Management L L P NC35,922$2.51M0.0%+13.7%0.023%
7/8/2026 Gradient Investments LLC26,347$1.84M0.0%+18.1%0.017%
7/8/2026 Trust Point Inc.3,714$259K0.0%-43.9%0.002%
7/8/2026 Assenagon Asset Management S.A.490,762$34.24M0.0%+287.2%0.320%
7/7/2026 GAMMA Investing LLC10,492$732K0.0%+3.1%0.007%
6/18/2026 Pacer Advisors Inc.18,109$1.34M0.0%+48.7%0.012%
6/16/2026 Empowered Funds LLC10,630$786K0.0%+646.5%0.007%
6/3/2026 Parallel Advisors LLC4,665$345K0.0%+45.4%0.003%
6/3/2026 NewEdge Advisors LLC17,740$1.31M0.0%+70.1%0.012%
6/1/2026 Caerus Investment Advisors LLC5,751$425K0.2%+7.7%0.004%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
6/1/2026 Integrated Investment Consultants LLC4,365$323K0.1%+37.0%0.003%
5/26/2026Serenity 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%
5/19/2026Tanaka 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%


SF Institutional Ownership - Frequently Asked Questions

During the previous two years, 609 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), 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 544 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), Norges Bank ($4.05M), AQR Capital Management LLC ($2.78M), Bank of America Corp DE ($2.53M), Boston Partners ($2.36M), FMR LLC ($1.93M), and Wellington Management Group LLP ($1.91M).

Institutional investors have bought a total of 41,044,714 shares in the last 24 months. This purchase volume represents approximately $3.02B in transactions.

Of the 208 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 Assenagon Asset Management S.A. ($214.37K).

Institutional investors have sold a total of 9,361,519 shares in the last 24 months. This volume of shares sold represents approximately $742.77M 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 8/22/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel