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Stifel Financial (SF) Institutional Ownership

Stifel Financial logo
$74.52 -0.48 (-0.65%)
Closing price 05/13/2026 03:59 PM Eastern
Extended Trading
$77.11 +2.60 (+3.49%)
As of 05:12 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)
415
Total
Institutional Inflows
(last 12 months)
$1.69B
Number of
Institutional Sellers
(last 12 months)
259
Total
Institutional Outflows
(last 12 months)
$933.81M
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Skip Chart & View Institutional Buying and Selling Data

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
5/14/2026Systematic Financial Management LP616,827$45.60M1.0%+49.1%0.402%
5/14/2026Sei Investments Co.412,508$30.49M0.0%+61.8%0.269%
5/14/2026Lido Advisors LLC3,230$239K0.0%+82.5%0.002%
5/14/2026 Walleye Capital LLC444,122$32.83M0.1%+94.5%0.290%
5/14/2026State of Wyoming1,654$122K0.0%+48.2%0.001%
5/13/2026Cetera Investment Advisers34,671$2.56M0.0%+54.5%0.023%
5/13/2026NewEdge Wealth LLC3,080$228K0.0%+62.1%0.002%
5/13/2026CI Investments Inc.7,210$533K0.0%+50.1%0.005%
5/13/2026First 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%
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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%
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%
4/23/2026 waypoint wealth counsel3,039$225K0.1%+46.2%0.002%
4/23/2026 Detalus Advisors LLC6,300$466K0.1%+50.0%0.004%
4/22/2026 1492 Capital Management LLC80,919$5.98M2.3%+50.9%0.052%
4/22/2026 Pictet Asset Management Holding SA24,034$1.78M0.0%+61.2%0.016%
4/22/2026 Sterling Capital Management LLC4,975$368K0.0%-15.1%0.003%
4/22/2026 Venturi Wealth Management LLC7,083$524K0.0%+30.7%0.005%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC4,422$327K0.0%+98.8%0.003%
4/21/2026 OLD National Bancorp IN6,255$462K0.0%+70.0%0.004%
4/21/2026 Louisiana State Employees Retirement System44,200$3.27M0.1%N/A0.029%
4/20/2026 Kestra Private Wealth Services LLC3,892$288K0.0%+46.0%0.003%
4/20/2026 Ritholtz Wealth Management5,080$376K0.0%+58.1%0.003%
4/20/2026 Delphi Management Inc. MA14,453$1.07M1.3%+15.7%0.009%
4/20/2026 Blue Trust Inc.4,407$326K0.0%+53.6%0.003%
4/20/2026 Fifth Third Wealth Advisors LLC5,902$436K0.0%+66.2%0.004%
4/20/2026 Assenagon Asset Management S.A.126,749$9.37M0.0%+27.8%0.082%
4/20/2026 Brandywine Oak Private Wealth LLC66,682$4.93M0.4%+40.0%0.043%
4/17/2026 Krilogy Financial LLC11,724$947K0.0%+58.1%0.008%
4/16/2026 SG Americas Securities LLC296,572$21.92M0.0%+136.8%0.192%
4/16/2026 Evolve Private Wealth LLC62,285$4.60M0.2%+47.7%0.040%
4/16/2026 Polianta Ltd20,600$1.52M0.2%N/A0.013%
4/16/2026 AEGON ASSET MANAGEMENT UK Plc116,834$8.64M0.1%-13.2%0.075%
3/20/2026 Hsbc Holdings PLC19,166$2.41M0.0%-56.2%0.012%
3/17/2026Rockefeller Capital Management L.P.9,996$1.25M0.0%+22.5%0.006%
3/16/2026 Bank of New Hampshire10,010$1.25M0.3%+1.6%0.006%
3/9/2026Corient Private Wealth LLC15,116$1.89M0.0%+35.4%0.010%
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3/6/2026 Hsbc Holdings PLC19,166$2.41M0.0%-56.2%0.012%
3/4/2026Rehmann Capital Advisory Group5,202$653K0.0%+2.9%0.003%
3/3/2026 Caitong International Asset Management Co. Ltd273$34K0.0%N/A0.000%
2/24/2026 Pacer Advisors Inc.12,182$1.53M0.0%-10.5%0.012%
2/23/2026 Kera Capital Partners Inc.2,918$360K0.0%N/A0.003%
2/23/2026Virtu Financial LLC7,707$965K0.0%N/A0.008%
2/20/2026Kovitz Investment Group Partners LLC16,528$2.07M0.0%-15.9%0.016%
2/19/2026Compound Planning Inc.2,856$358K0.0%+16.7%0.003%
2/19/2026 Invesco Ltd.1,428,245$178.85M0.0%+4.8%1.403%
2/19/2026Corient Private Wealth LLC65,090$8.15M0.0%+483.1%0.064%


SF Institutional Ownership - Frequently Asked Questions

During the previous two years, 601 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 526 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 Ceredex Value Advisors LLC ($494.64K).

Institutional investors have bought a total of 21,667,092 shares in the last 24 months. This purchase volume represents approximately $1.64B in transactions.

Of the 257 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 ($2.26M), Vanguard Group Inc. ($1.03M), Alliancebernstein L.P. ($611.35K), Walleye Capital LLC ($446.45K), Earnest Partners LLC ($415.41K), Alyeska Investment Group L.P. ($402.72K), and Squarepoint Ops LLC ($373.55K).

Institutional investors have sold a total of 12,234,307 shares in the last 24 months. This volume of shares sold represents approximately $933.81M in transactions.


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This page (NYSE:SF) was last updated on 5/14/2026 by MarketBeat.com Staff.
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