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Stifel Financial (SF) Institutional Ownership

Stifel Financial logo
$83.08 +0.45 (+0.54%)
Closing price 07/31/2026 03:59 PM Eastern
Extended Trading
$82.92 -0.16 (-0.20%)
As of 07/31/2026 07:34 PM 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)
399
Total
Institutional Inflows
(last 12 months)
$1.75B
Number of
Institutional Sellers
(last 12 months)
235
Total
Institutional Outflows
(last 12 months)
$839.91M
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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
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%
6/18/2026Pacer Advisors Inc.18,109$1.34M0.0%+48.7%0.012%
6/16/2026Empowered Funds LLC10,630$786K0.0%+646.5%0.007%
6/3/2026Parallel Advisors LLC4,665$345K0.0%+45.4%0.003%
6/3/2026NewEdge Advisors LLC17,740$1.31M0.0%+70.1%0.012%
6/1/2026Caerus Investment Advisors LLC5,751$425K0.2%+7.7%0.004%
6/1/2026Integrated Investment Consultants LLC4,365$323K0.1%+37.0%0.003%
5/26/2026Serenity Investment Advisors3,384$246K0.1%+50.0%0.002%
5/26/2026Glenmede Trust Co. NA260,062$19.22M0.1%+37.6%0.170%
5/22/2026Access Investment Management LLC213,750$15.80M4.2%+50.0%0.139%
5/21/2026Essential Partners LLC11,179$826K0.3%+57.8%0.007%
5/20/2026FinArc Investments Inc.42,062$3.11M3.0%N/A0.027%
5/19/2026Bank 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%
5/19/2026Edgestream Partners L.P.83,350$6.16M0.2%-10.3%0.054%
5/19/2026JTC Employer Solutions Trustee Ltd481$36K0.0%+49.8%0.000%
5/19/2026Janus Henderson Group PLC68,400$5.06M0.0%+50.0%0.045%
5/19/2026Bull Harbor Capital LLC13,951$1.03M0.3%N/A0.009%
5/19/2026South Dakota Investment Council16,045$1.19M0.0%-44.1%0.010%
5/18/2026Amundi491,417$36.33M0.0%+102.7%0.320%
5/18/2026 EverSource Wealth Advisors LLC5,609$415K0.0%+138.6%0.004%
5/18/2026California State Teachers Retirement System177,538$13.12M0.0%+84.1%0.116%
5/18/2026Royal Bank of Canada143,081$10.58M0.0%+43.0%0.093%
5/18/2026Empowered Funds LLC10,630$786K0.0%+646.5%0.007%
5/18/2026Evelyn Partners Investment Management Services Ltd3,120$231K0.0%+50.0%0.002%
5/16/2026The Manufacturers Life Insurance Company 109,065$8.06M0.0%+49.9%0.071%
5/16/2026Quantinno Capital Management LP308,246$22.79M0.0%+44.0%0.201%
5/16/2026Lazard Asset Management LLC115,003$8.50M0.0%+38.6%0.075%
5/16/2026Castleark Management LLC102,010$7.54M0.2%+3.5%0.066%
5/15/2026North Reef Capital Management LP57,230$4.23M0.1%N/A0.037%
5/15/2026Waverly Advisors LLC8,601$636K0.0%+106.6%0.006%
5/15/2026Entropy Technologies LP45,231$3.34M0.2%+61.1%0.029%
5/14/2026Renaissance Technologies LLC100,823$7.45M0.0%N/A0.066%
5/14/2026 Morningstar Investment Management LLC10,368$766K0.0%N/A0.007%
5/14/2026Public Employees Retirement System of Ohio50,195$3.71M0.0%+56.3%0.033%
5/14/2026Compound Planning Inc.3,951$292K0.0%+38.3%0.003%
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5/14/2026Arrowstreet Capital Limited Partnership22,642$1.67M0.0%N/A0.015%
5/14/2026Caxton Associates LLP9,012$666K0.0%+32.9%0.006%
5/14/2026Inceptionr LLC6,396$473K0.1%-52.3%0.004%
5/14/2026Bank of Nova Scotia341,855$25.27M0.0%+366.4%0.223%
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%
5/14/2026Walleye 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%
5/12/2026Westpac Banking Corp1,659$123K0.0%N/A0.001%
5/8/2026Johnson Financial Group Inc.2,530$187K0.0%+50.0%0.002%
5/7/2026Meeder Advisory Services Inc.6,568$486K0.0%+44.4%0.004%
5/7/2026Dimensional Fund Advisors LP2,616,616$193.40M0.0%+51.6%1.706%
5/7/2026Parallel Advisors LLC4,665$345K0.0%+45.4%0.003%
5/7/2026KBC Group NV4,639$343K0.0%+50.0%0.003%
5/7/2026Swiss National Bank302,119$22.33M0.0%+50.0%0.197%
5/7/2026AIA Group Ltd30,360$2.24M0.0%N/A0.020%
5/7/2026ANB Bank3,297$244K0.1%+51.3%0.002%
5/7/2026Heartland Advisors Inc.134,153$9.92M0.5%+56.3%0.087%
5/6/2026California Public Employees Retirement System342,065$25.29M0.0%+70.0%0.223%
5/6/2026Kera 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%
5/6/2026Allspring Global Investments Holdings LLC90,210$6.67M0.0%+47.8%0.059%
5/5/2026Twin Capital Management Inc.14,709$1.09M0.1%+52.7%0.010%
5/5/2026Bank of New York Mellon Corp1,367,474$101.08M0.0%+40.6%0.889%
5/5/2026Illinois Municipal Retirement Fund26,128$1.93M0.0%+65.1%0.017%
5/5/2026Sanctuary Advisors LLC15,410$1.14M0.0%+60.8%0.010%
5/5/2026Roberts 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%
5/5/2026Hillsdale Investment Management Inc.13,540$1.00M0.0%N/A0.009%
5/4/2026Calamos 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%
5/4/2026Principal 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%
5/4/2026Teachers 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%
5/1/2026Citizens Financial Group Inc. RI5,187$383K0.0%N/A0.003%
5/1/2026Midwest Trust Co3,779$279K0.0%+50.0%0.002%
5/1/2026Fifth Third Bancorp73,993$5.47M0.0%+430.4%0.048%
5/1/2026 Sequoia Financial Advisors LLC13,563$1.00M0.0%+6.6%0.009%
4/30/2026Hsbc 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%
4/29/2026Montag A & Associates Inc.877$65K0.0%+49.9%0.001%
4/29/2026Jackson Thornton Wealth Management LLC3,659$283K0.0%+66.9%0.002%
4/29/2026R Squared Ltd3,753$277K0.2%-5.1%0.002%
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4/29/2026Sage Rhino Capital LLC2,737$202K0.0%+55.6%0.002%
4/28/2026 Stephens Inc. AR4,192$310K0.0%+50.0%0.003%
4/28/2026Praxis 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%
4/27/2026Moran 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%
4/27/2026Elevation Point Wealth Partners LLC3,761$278K0.0%N/A0.002%


SF Institutional Ownership - Frequently Asked Questions

During the previous two years, 597 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 529 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 Assenagon Asset Management S.A. ($833.82K).

Institutional investors have bought a total of 22,954,831 shares in the last 24 months. This purchase volume represents approximately $1.75B in transactions.

Of the 235 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), Vanguard Group Inc. ($1.03M), Walleye Capital LLC ($446.45K), Alyeska Investment Group L.P. ($402.72K), Earnest Partners LLC ($383.25K), Squarepoint Ops LLC ($373.55K), and Marshall Wace LLP ($354.99K).

Institutional investors have sold a total of 10,771,019 shares in the last 24 months. This volume of shares sold represents approximately $839.91M in transactions.


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This page (NYSE:SF) was last updated on 8/2/2026 by MarketBeat.com Staff.
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