Stifel Financial (SF) Institutional Ownership

$88.24

+1.56 (+1.80%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 82.01%
Number of Institutional Buyers (last 12 months): 175
Total Institutional Inflows (last 12 months): $702.71M

Number of Institutional Sellers (last 12 months): 148
Total Institutional Outflows (last 12 months): $418.37M

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SF Institutional Buying and Selling by Quarter

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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
7/26/2024	Allspring Global Investments Holdings LLC	139,110	$11.71M	0.0%	-4.4%	0.136%
7/26/2024	State of Michigan Retirement System	24,687	$2.08M	0.0%	-1.6%	0.024%
7/26/2024	Bank of New York Mellon Corp	1,189,048	$100.06M	0.0%	+0.6%	1.160%
7/25/2024	Tributary Capital Management LLC	12,477	$1.05M	0.1%	-1.0%	0.012%
7/24/2024	Retirement Systems of Alabama	293,703	$24.72M	0.1%	-5.2%	0.287%
7/24/2024	New York State Teachers Retirement System	144,176	$12.13M	0.0%	-8.7%	0.141%
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7/24/2024	Louisiana State Employees Retirement System	29,000	$2.44M	0.0%	-1.4%	0.028%
7/23/2024	GYL Financial Synergies LLC	20,318	$1.71M	0.1%	+531.6%	0.020%
7/23/2024	Fifth Third Wealth Advisors LLC	3,498	$294K	0.0%	N/A	0.003%
7/22/2024	Fifth Third Bancorp	19,216	$1.62M	0.0%	-2.1%	0.019%
7/20/2024	Nisa Investment Advisors LLC	3,977	$335K	0.0%	-9.1%	0.004%
7/19/2024	Raymond James & Associates	113,855	$9.58M	0.0%	+0.2%	0.111%
7/18/2024	Stanley Laman Group Ltd.	45,926	$3.87M	0.6%	+6.8%	0.045%
7/18/2024	Blue Trust Inc.	8,798	$688K	0.0%	+268.6%	0.009%
7/18/2024	Assenagon Asset Management S.A.	52,823	$4.45M	0.0%	-64.2%	0.052%
7/17/2024	Quantum Private Wealth LLC	14,901	$1.25M	0.4%	-30.4%	0.015%
7/16/2024	Envestnet Portfolio Solutions Inc.	18,188	$1.53M	0.0%	+6.0%	0.018%
7/16/2024	Wealth Enhancement Advisory Services LLC	6,093	$513K	0.0%	+21.2%	0.006%
7/15/2024	Securian Asset Management Inc.	8,171	$688K	0.0%	-2.2%	0.008%
7/13/2024	Capital CS Group LLC	7,302	$614K	0.7%	N/A	0.007%
7/12/2024	SG Americas Securities LLC	18,337	$1.54M	0.0%	N/A	0.018%
7/9/2024	Park Avenue Securities LLC	17,454	$1.47M	0.0%	+2.5%	0.017%
7/9/2024	Harbor Capital Advisors Inc.	26,433	$2.22M	0.2%	+270.1%	0.026%
7/9/2024	Fulton Bank N.A.	5,031	$423K	0.0%	-2.8%	0.005%
7/8/2024	Versant Capital Management Inc	307	$26K	0.0%	+1,818.8%	0.000%
7/2/2024	Park Place Capital Corp	475	$40K	0.0%	-36.1%	0.000%
6/4/2024	DekaBank Deutsche Girozentrale	1,489	$113K	0.0%	N/A	0.001%
5/28/2024	Boston Partners	28,801	$2.25M	0.0%	-23.7%	0.028%
5/28/2024	Teachers Retirement System of The State of Kentucky	68,628	$5.37M	0.0%	-7.5%	0.067%
5/24/2024	Cetera Advisors LLC	3,394	$265K	0.0%	N/A	0.003%
5/21/2024	Atria Investments Inc	20,977	$1.64M	0.0%	N/A	0.020%
5/21/2024	Delphi Management Inc. MA	22,602	$1.77M	1.4%	+1.7%	0.022%
5/17/2024	Comerica Bank	52,358	$4.09M	0.0%	+7.7%	0.051%
5/17/2024	Hancock Whitney Corp	7,562	$591K	0.0%	N/A	0.007%
5/17/2024	Castleark Management LLC	69,470	$5.43M	0.2%	N/A	0.068%
5/16/2024	Redwood Investment Management LLC	19,401	$1.52M	0.1%	N/A	0.019%
5/16/2024	California State Teachers Retirement System	101,681	$7.95M	0.0%	-7.5%	0.099%
5/16/2024	B. Riley Wealth Advisors Inc.	13,881	$1.09M	0.0%	+7.9%	0.014%
5/16/2024	Janus Henderson Group PLC	46,118	$3.60M	0.0%	-41.6%	0.045%
5/16/2024	Kennedy Capital Management LLC	702,663	$54.93M	1.1%	-4.4%	0.684%
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5/16/2024	Silvercrest Asset Management Group LLC	1,391,723	$108.79M	0.7%	-9.3%	1.354%
5/15/2024	Earnest Partners LLC	2,932,059	$229.20M	1.0%	+7.0%	2.852%
5/15/2024	Public Employees Retirement System of Ohio	38,575	$3.02M	0.0%	-9.6%	0.038%
5/15/2024	Public Employees Retirement Association of Colorado	10,875	$850K	0.0%	-9.9%	0.011%
5/15/2024	Price T Rowe Associates Inc. MD	51,865	$4.06M	0.0%	+4.9%	0.050%
5/15/2024	Lazard Asset Management LLC	149,518	$11.69M	0.0%	-44.6%	0.145%
5/15/2024	Quadrature Capital Ltd	8,904	$696K	0.0%	-5.1%	0.009%
5/14/2024	Capital Research Global Investors	6,094,011	$476.37M	0.1%	0.0%	5.928%
5/14/2024	Advisors Asset Management Inc.	1,873	$146K	0.0%	N/A	0.002%
5/14/2024	Shell Asset Management Co.	5,446	$426K	0.0%	-3.2%	0.005%
5/14/2024	MQS Management LLC	8,996	$703K	0.4%	N/A	0.009%
5/14/2024	Pitcairn Co.	7,218	$564K	0.0%	-1.7%	0.007%
5/14/2024	CANADA LIFE ASSURANCE Co	92,496	$7.23M	0.0%	+3.4%	0.090%
5/14/2024	American International Group Inc.	134,978	$10.55M	0.0%	-2.0%	0.131%
5/13/2024	Bessemer Group Inc.	796	$62K	0.0%	+388.3%	0.001%
5/13/2024	O Shaughnessy Asset Management LLC	10,227	$799K	0.0%	+35.0%	0.010%
5/10/2024	Vanguard Group Inc.	10,461,734	$817.79M	0.0%	+3.9%	10.177%
5/10/2024	Mitsubishi UFJ Trust & Banking Corp	425	$33K	0.0%	N/A	0.000%
5/9/2024	Trillium Asset Management LLC	72,380	$5.66M	0.1%	+2.0%	0.070%
5/9/2024	Orion Portfolio Solutions LLC	51,831	$4.05M	0.0%	+10.4%	0.050%
5/9/2024	SageView Advisory Group LLC	16,006	$1.25M	0.1%	N/A	0.016%
5/9/2024	State Board of Administration of Florida Retirement System	134,977	$10.55M	0.0%	+5.2%	0.131%
5/8/2024	ProShare Advisors LLC	4,975	$389K	0.0%	-7.3%	0.005%
5/8/2024	US Bancorp DE	52,677	$4.12M	0.0%	+8.2%	0.051%
5/8/2024	Russell Investments Group Ltd.	8,868	$693K	0.0%	-40.3%	0.009%
5/8/2024	Qsemble Capital Management LP	5,009	$392K	0.1%	N/A	0.005%
5/8/2024	Inspire Investing LLC	4,595	$359K	0.0%	-17.1%	0.004%
5/7/2024	NorthRock Partners LLC	3,196	$250K	0.0%	-8.3%	0.003%
5/7/2024	Sei Investments Co.	210,184	$16.43M	0.0%	-4.6%	0.204%
5/7/2024	Montag A & Associates Inc.	585	$46K	0.0%	-22.9%	0.001%
5/7/2024	Susquehanna Portfolio Strategies LLC	32,843	$2.57M	0.1%	-41.4%	0.032%
5/7/2024	Swiss National Bank	201,313	$15.74M	0.0%	-2.6%	0.196%
5/7/2024	Oppenheimer Asset Management Inc.	102,349	$8.00M	0.1%	+11.5%	0.100%
5/7/2024	Empowered Funds LLC	13,254	$1.04M	0.0%	-37.7%	0.013%
5/7/2024	AIA Group Ltd	2,623	$205K	0.0%	-75.0%	0.003%
5/7/2024	Sciencast Management LP	2,918	$228K	0.1%	-75.7%	0.003%
5/6/2024	LSV Asset Management	1,799,270	$140.65M	0.3%	+3.2%	1.750%
5/6/2024	Texas Permanent School Fund Corp	89,266	$6.98M	0.1%	+1.3%	0.087%
5/3/2024	Rehmann Capital Advisory Group	3,141	$246K	0.0%	N/A	0.003%
5/2/2024	Poplar Forest Capital LLC	184,632	$14.43M	1.9%	+87.1%	0.180%
5/2/2024	Mutual of America Capital Management LLC	101,185	$7.91M	0.1%	-3.8%	0.098%
5/2/2024	FORA Capital LLC	5,806	$454K	0.0%	N/A	0.006%
5/2/2024	Fidelis Capital Partners LLC	409	$32K	0.0%	N/A	0.000%
5/1/2024	Capstone Investment Advisors LLC	5,736	$448K	0.0%	N/A	0.006%
5/1/2024	BNP Paribas Financial Markets	8,223	$643K	0.0%	+16.9%	0.008%
5/1/2024	Diversify Advisory Services LLC	3,065	$237K	0.0%	N/A	0.003%
4/30/2024	Retirement Systems of Alabama	309,794	$24.22M	0.1%	+3.9%	0.301%
4/30/2024	Van ECK Associates Corp	35,083	$2.74M	0.0%	+36.5%	0.034%
4/30/2024	Perigon Wealth Management LLC	2,965	$232K	0.0%	N/A	0.003%
4/29/2024	Principal Financial Group Inc.	1,332,258	$104.14M	0.1%	+12.8%	1.296%
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4/29/2024	Meritage Portfolio Management	6,415	$501K	0.0%	-5.4%	0.006%
4/29/2024	RWA Wealth Partners LLC	2,572	$201K	0.0%	N/A	0.003%
4/26/2024	Securian Asset Management Inc.	8,359	$653K	0.0%	-2.9%	0.008%
4/26/2024	Yousif Capital Management LLC	46,404	$3.63M	0.0%	-2.2%	0.045%
4/25/2024	New York State Teachers Retirement System	157,960	$12.35M	0.0%	-4.4%	0.154%
4/24/2024	Assenagon Asset Management S.A.	147,586	$11.54M	0.0%	+274.2%	0.144%
4/23/2024	Busey Bank	2,810	$220K	0.0%	N/A	0.003%
4/23/2024	Louisiana State Employees Retirement System	29,400	$2.30M	0.0%	+2.8%	0.029%
4/23/2024	Fifth Third Bancorp	19,633	$1.54M	0.0%	-4.1%	0.019%
4/23/2024	Wesbanco Bank Inc.	58,728	$4.59M	0.2%	N/A	0.057%

(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, 366 institutional investors and hedge funds held shares of Stifel Financial. The most heavily invested institutionals were Vanguard Group Inc. ($817.79M), BlackRock Inc. ($596.47M), Capital Research Global Investors ($476.37M), Earnest Partners LLC ($229.20M), Alliancebernstein L.P. ($196.30M), Macquarie Group Ltd. ($190.96M), and Stifel Financial Corp ($157.84M).Learn more on SF's institutional investors.
What percentage of Stifel Financial stock is owned by institutional investors?: 82.01% of Stifel Financial stock is owned by institutional investors. Learn more on SF's institutional investor holdings.
Which institutional investors have been buying Stifel Financial stock?: Of the 290 institutional investors that purchased Stifel Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LSV Asset Management ($2.04M), FMR LLC ($1.45M), Assenagon Asset Management S.A. ($1.40M), Norges Bank ($1.22M), Eaton Vance Management ($801.05K), Principal Financial Group Inc. ($761.36K), and Alliancebernstein L.P. ($470.01K).

How much institutional buying is happening at Stifel Financial?: Institutional investors have bought a total of 18,571,904 shares in the last 24 months. This purchase volume represents approximately $1.13B in transactions.
Which Stifel Financial major shareholders have been selling company stock?: Of the 213 institutional investors that sold Stifel Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: BlackRock Inc. ($1.67M), Assenagon Asset Management S.A. ($1.48M), Marshall Wace LLP ($1.05M), Allspring Global Investments Holdings LLC ($883.61K), Prudential Financial Inc. ($766.54K), Fisher Asset Management LLC ($668.26K), and Macquarie Group Ltd. ($555.61K).
How much institutional selling is happening at Stifel Financial?: Institutional investors have sold a total of 14,856,093 shares in the last 24 months. This volume of shares sold represents approximately $890.36M in transactions.