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Stifel Financial (SF) Institutional Ownership

Stifel Financial logo
$70.02 -0.32 (-0.45%)
As of 12:42 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)
410
Total
Institutional Inflows
(last 12 months)
$3.06B
Number of
Institutional Sellers
(last 12 months)
215
Total
Institutional Outflows
(last 12 months)
$776.74M
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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
10/2/2026Versant Capital Management Inc2,224$156K0.0%-8.6%0.001%
9/23/2026QRG Capital Management Inc.26,051$1.82M0.0%+24.0%0.017%
9/23/2026Envestnet Portfolio Solutions Inc.3,815$266K0.0%-4.1%0.003%
9/9/2026Sequoia Financial Advisors LLC15,393$1.07M0.0%+13.5%0.010%
9/9/2026Tidal Investments LLC8,955$625K0.0%-61.5%0.006%
9/9/2026WINTON GROUP Ltd299,748$20.91M0.7%+21.4%0.199%
9/9/2026Engineers Gate Manager LP66,557$4.64M0.1%-80.9%0.044%
9/9/2026Integrated Wealth Concepts LLC11,097$774K0.0%-48.3%0.007%
9/9/2026NewEdge Advisors LLC18,061$1.26M0.0%+1.8%0.012%
9/9/2026IFP Advisors Inc6,018$420K0.0%+22.2%0.004%
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9/9/2026Squarepoint Ops LLC585,834$40.87M0.0%+716.1%0.388%
9/8/2026Allworth Financial LP2,482$173K0.0%-64.2%0.002%
9/8/2026Arizona State Retirement System41,643$2.91M0.0%-0.7%0.028%
9/8/2026Waverly Advisors LLC4,857$339K0.0%-43.5%0.003%
9/8/2026Nykredit A S5,544$387K0.0%N/A0.004%
9/4/2026Parkside Financial Bank & Trust5,902$412K0.0%+11.5%0.004%
8/27/2026Corient Private Wealth LP26,950$1.88M0.0%-21.5%0.018%
8/26/2026Amundi153,885$10.74M0.0%-68.7%0.102%
8/26/2026HighTower Advisors LLC10,346$722K0.0%-48.2%0.007%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al10,000$698K0.0%N/A0.007%
8/24/2026Serenity Investment Advisors2,789$195K0.1%-17.6%0.002%
8/23/2026Studio Investment Management LLC7,948$555K0.1%+48.6%0.005%
8/23/2026Readystate Asset Management LP3,079$215K0.0%N/A0.002%
8/23/2026HB Wealth Management LLC5,404$377K0.0%-42.6%0.004%
8/22/2026AlphaGrep UK Ltd11,941$833K0.2%N/A0.008%
8/22/2026Syon Capital LLC4,798$335K0.0%-16.3%0.003%
8/22/2026Concurrent Investment Advisors LLC13,038$910K0.0%-4.7%0.009%
8/21/2026AXQ Capital LP31,972$2.23M0.2%+34.7%0.021%
8/21/2026Nykredit A S5,544$387K0.0%N/A0.004%
8/21/2026Requisite Capital Management LLC79,119$5.52M0.9%N/A0.052%
8/20/2026Proficio Capital Partners LLC2,979$208K0.0%N/A0.002%
8/20/2026Rehmann Capital Advisory Group8,349$583K0.0%+5.2%0.006%
8/20/2026Ancora Advisors LLC254,005$17.72M0.3%-6.3%0.168%
8/20/2026Susquehanna Fundamental Investments LLC228,631$15.95M0.3%+76.0%0.151%
8/20/2026Benjamin Edwards Inc.124,288$8.67M0.1%N/A0.082%
8/20/2026Northwestern Mutual Wealth Management Co.2,821$197K0.0%-18.6%0.002%
8/20/2026Greenleaf Trust3,826$267K0.0%-4.2%0.003%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC623,009$43.47M0.0%+51.9%0.413%
8/19/2026Van ECK Associates Corp175,822$12.27M0.0%+19.1%0.116%
8/19/2026Hsbc Holdings PLC111,311$7.80M0.0%+36.9%0.074%
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8/19/2026Wellington Management Group LLP2,565,429$178.99M0.0%-30.6%1.699%
8/19/2026Kingsview Wealth Management LLC62,766$4.38M0.1%N/A0.042%
8/18/2026Empowered Funds LLC8,186$571K0.0%N/A0.005%
8/18/2026United Capital Financial Advisors LLC14,440$1.01M0.0%N/A0.010%
8/18/2026Caitlin John LLC583$41K0.0%N/A0.000%
8/18/2026Public Employees Retirement System of Ohio49,540$3.46M0.0%N/A0.033%
8/17/2026Capstone Investment Advisors LLC3,642$254K0.0%N/A0.002%
8/17/2026Proficio Capital Partners LLC2,979$208K0.0%N/A0.002%
8/17/2026Corient Private Wealth LP26,356$1.84M0.0%N/A0.017%
8/17/2026Bank of America Corp DE1,770,839$123.55M0.0%N/A1.173%
8/17/2026Basswood Capital Management L.L.C.104,316$7.28M0.3%N/A0.069%
8/15/2026Caisse de depot et placement du Quebec167,184$11.66M0.0%N/A0.111%
8/15/2026Man Group plc141,354$9.86M0.0%N/A0.094%
8/15/2026Roberts Glore & Co. Inc. IL4,697$328K0.1%N/A0.003%
8/15/2026Polar Asset Management Partners Inc.34,713$2.42M0.0%N/A0.023%
8/15/2026Jupiter Topco LLC68,400$4.77M0.0%N/A0.045%
8/14/2026Hsbc Holdings PLC111,311$7.80M0.0%N/A0.074%
8/14/2026Ancora Advisors LLC254,005$17.72M0.3%N/A0.168%
8/14/2026PDT Partners LLC229,968$16.05M0.8%N/A0.152%
8/14/2026Canada Pension Plan Investment Board93,950$6.56M0.0%N/A0.062%
8/14/2026Castleark Management LLC98,210$6.85M0.2%N/A0.065%
8/14/2026Legal & General Group Plc196,000$13.68M0.0%N/A0.130%
8/14/2026The Manufacturers Life Insurance Company110,595$7.72M0.0%N/A0.073%
8/14/2026Algert Global LLC409,817$28.59M0.3%+11.2%0.271%
8/13/2026Sanctuary Advisors LLC10,144$708K0.0%N/A0.007%
8/13/2026Connor Clark & Lunn Investment Management Ltd.241,582$16.86M0.0%N/A0.160%
8/13/2026Meiji Yasuda Asset Management Co Ltd.3,518$245K0.0%N/A0.002%
8/13/2026Pinnacle Holdings LLC679$47K0.0%N/A0.000%
8/13/2026Bank of Nova Scotia519,811$36.27M0.1%N/A0.344%
8/12/2026Elevation Point Wealth Partners LLC3,861$269K0.0%N/A0.003%
8/12/2026Commerce Bank20,932$1.46M0.0%N/A0.014%
8/12/2026Northwestern Mutual Wealth Management Co.2,821$197K0.0%N/A0.002%
8/12/2026Quantbot Technologies LP105,314$7.35M0.3%N/A0.070%
8/12/2026Evolve Private Wealth LLC60,043$4.19M0.3%N/A0.040%
8/12/2026Westpac Banking Corp1,053$73K0.0%N/A0.001%
8/12/2026Ieq Capital LLC81,332$5.68M0.0%N/A0.054%
8/12/2026Callan Family Office LLC6,234$435K0.0%N/A0.004%
8/12/2026Heartland Advisors Inc.121,653$8.49M0.4%N/A0.081%
8/11/2026Keating Financial Advisory Services Inc.500$35K0.0%N/A0.000%
8/11/2026Allworth Financial LP2,482$173K0.0%N/A0.002%
8/11/2026Trillium Asset Management LLC66,790$4.66M0.1%N/A0.044%
8/11/2026Vise Technologies Inc.13,115$915K0.0%N/A0.009%
8/11/2026Algebris UK Ltd.1,007,696$70.09M4.6%N/A0.667%
8/10/2026Johnson Financial Group Inc.2,530$177K0.0%N/A0.002%
8/10/2026NewEdge Wealth LLC5,471$382K0.0%N/A0.004%
8/10/2026Great Lakes Advisors LLC41,623$2.90M0.0%N/A0.028%
8/10/2026Danske Bank A S450$31K0.0%N/A0.000%
8/10/2026Diversify Advisory Services LLC3,030$250K0.0%N/A0.002%
8/8/2026First National Bank of Omaha32,493$2.27M0.1%N/A0.022%
8/7/2026Citizens Financial Group Inc. RI3,406$238K0.0%N/A0.002%
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8/7/2026BlackRock Inc.14,779,953$1.03B0.0%N/A9.635%
8/7/2026Pallas Capital Advisors LLC12,124$846K0.0%N/A0.008%
8/7/2026Deutsche Bank AG22,427$1.57M0.0%N/A0.015%
8/7/2026Perigon Wealth Management LLC5,284$369K0.0%N/A0.003%
8/7/2026Requisite Capital Management LLC79,119$5.52M0.9%N/A0.052%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.818$58K0.0%N/A0.001%
8/7/2026Beverly Hills Private Wealth LLC55,849$3.90M0.7%N/A0.036%
8/7/2026OneDigital Investment Advisors LLC6,466$451K0.0%N/A0.004%
8/7/2026Avise Financial Cooperative Inc.4,663$325K0.2%N/A0.003%
8/6/2026Global Retirement Partners LLC2,361$165K0.0%N/A0.002%


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), 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 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), 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 41,613,664 shares in the last 24 months. This purchase volume represents approximately $3.06B 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 9,846,764 shares in the last 24 months. This volume of shares sold represents approximately $776.74M in transactions.


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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 10/2/2026. New 13F filings are added each quarter as they're published.
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