Stifel Financial Corp Reduced Holdings in Q3 2025

Stifel Financial Corp

  • $106 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EMR
Emerson Electric CO

Industrials
-3.26M
- 76.71%
$128.6 - $149.63 $419M - $488M
990K $130M
UNH
Unitedhealth Group Inc

Healthcare
-1.08M
- 63.18%
$237.77 - $353.61 $256M - $381M
628K $217M
ELV
Elevance Health, Inc.

Healthcare
-642K
- 86.67%
$274.66 - $395.76 $176M - $254M
98.7K $31.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.26M
- 16.16%
$97.75 - $100.75 $123M - $127M
6.53M $654M
CRM
Salesforce, Inc.

Technology
-195K
- 15.09%
$231.66 - $273.65 $45.2M - $53.4M
1.1M $261M
V
Visa Inc.

Financial Services
-71K
- 2.0%
$332.09 - $358.86 $23.6M - $25.5M
3.48M $1.19B
APH
Amphenol Corp

Technology
-1.54M
- 27.76%
$97.39 - $125.4 $150M - $193M
4M $495M
COST
Costco Wholesale Corp

Consumer Defensive
-1.97K
- 0.26%
$915.95 - $994.57 $1.8M - $1.95M
747K $691M
GWW
W.W. Grainger, Inc.

Industrials
-10.6K
- 2.67%
$932.44 - $1059.49 $9.87M - $11.2M
386K $368M
IWD
Ishares Russell 1000 Val ETF

ETFs
-289K
- 16.01%
$192.76 - $203.86 $55.7M - $58.9M
1.52M $309M
ADP
Automatic Data Processing Inc

Industrials
-43.9K
- 2.39%
$288.69 - $310.94 $12.7M - $13.6M
1.79M $526M
MSTR
Microstrategy Inc

Technology
-47.5K
- 19.36%
$300.7 - $455.9 $14.3M - $21.7M
198K $63.8M
MBB
Ishares Tr

ETFs
-412K
- 10.36%
$92.46 - $95.73 $38.1M - $39.4M
3.56M $339M
WDAY
Workday, Inc.

Technology
-143K
- 30.07%
$213.69 - $247.69 $30.5M - $35.4M
332K $79.9M
NVO
Novo Nordisk A S

Healthcare
-228K
- 19.84%
$45.38 - $71.7 $10.3M - $16.3M
919K $51M
CTAS
Cintas Corp

Industrials
-26.2K
- 2.07%
$199.29 - $226.27 $5.23M - $5.94M
1.24M $255M
PG
Procter & Gamble CO

Consumer Defensive
-1.04K
- 0.02%
$150.47 - $161.22 $156K - $167K
4.67M $718M
TGT
Target Corp

Consumer Defensive
-113K
- 6.24%
$86.56 - $107.43 $9.76M - $12.1M
1.7M $152M
MCO
Moodys Corp

Financial Services
-15.2K
- 2.09%
$472.69 - $521.32 $7.17M - $7.9M
709K $338M
EFG
Msci Eafe Growth ETF

ETFs
-219K
- 55.73%
$106.99 - $114.46 $23.4M - $25.1M
174K $19.8M
ORCL
Oracle Corp

Technology
-872K
- 24.65%
$218.96 - $328.33 $191M - $286M
2.67M $750M
SYK
Stryker Corp

Healthcare
-14.1K
- 2.04%
$368.57 - $403.53 $5.21M - $5.7M
680K $251M
IYW
Ishares Dj Us Tech ETF

ETFs
-166K
- 34.34%
$171.38 - $197.01 $28.5M - $32.8M
318K $62.3M
WM
Waste Management Inc

Industrials
-16K
- 0.72%
$213.88 - $237.1 $3.42M - $3.79M
2.22M $490M
CYBR
Cyber Ark Software Ltd.

Technology
-59K
- 60.22%
$374.8 - $491.1 $22.1M - $29M
39K $18.8M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-312K
- 60.24%
$48.34 - $67.22 $15.1M - $21M
206K $10.1M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-270K
- 31.99%
$78.88 - $85.2 $21.3M - $23M
573K $47.8M
FTNT
Fortinet, Inc.

Technology
-1.58K
- 0.19%
$74.39 - $107.65 $118K - $170K
851K $71.6M
BR
Broadridge Financial Solutions, Inc.

Technology
-44.7K
- 2.88%
$233.75 - $266.89 $10.5M - $11.9M
1.51M $359M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-202K
- 9.22%
$98.52 - $103.93 $19.9M - $21M
1.99M $205M
MUB
Ishares National Muni Bond ETF

ETFs
-178K
- 22.8%
$103.24 - $106.68 $18.4M - $19M
604K $64.3M
XLP
Consumer Staples Sector Spdr

ETFs
-226K
- 27.2%
N/A
605K $46M
DIS
Walt Disney CO

Communication Services
-44.8K
- 3.53%
$112.25 - $124.0 $5.03M - $5.55M
1.22M $140M
HTAB
Hartford Fds Exchange Traded

ETFs
-882K
- 95.23%
$18.37 - $19.19 $16.2M - $16.9M
44.2K $844K
STZ
Constellation Brands, Inc.

Consumer Defensive
-59.9K
- 21.21%
$131.78 - $176.09 $7.89M - $10.5M
222K $30M
PGR
Progressive Corp

Financial Services
-44K
- 17.41%
$238.61 - $264.3 $10.5M - $11.6M
209K $51.6M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-133K
- 6.14%
$117.65 - $120.08 $15.7M - $16M
2.04M $243M
GILD
Gilead Sciences, Inc.

Healthcare
-129K
- 8.83%
$108.22 - $120.47 $14M - $15.6M
1.34M $148M
BRO
Brown & Brown, Inc.

Financial Services
-80.1K
- 20.62%
$90.88 - $108.93 $7.28M - $8.73M
309K $28.9M
TDG
Trans Digm Group Inc

Industrials
-1.86K
- 3.39%
$1271.04 - $1620.83 $2.36M - $3.01M
53K $69.8M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-719K
- 9.22%
$21.77 - $22.57 $15.7M - $16.2M
7.08M $159M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-160K
- 9.06%
$85.01 - $90.35 $13.6M - $14.5M
1.61M $144M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-11.3K
- 5.71%
$332.69 - $399.0 $3.76M - $4.51M
187K $62.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-287K
- 10.21%
$45.6 - $46.92 $13.1M - $13.5M
2.53M $118M
AJG
Arthur J. Gallagher & Co.

Financial Services
-31K
- 14.35%
$284.17 - $319.49 $8.8M - $9.89M
185K $57.2M
HRL
Hormel Foods Corp

Consumer Defensive
-73.6K
- 4.14%
$24.31 - $31.54 $1.79M - $2.32M
1.71M $42.2M
ZTS
Zoetis Inc.

Healthcare
-31.6K
- 4.48%
$141.13 - $159.19 $4.47M - $5.04M
674K $98.6M
TTD
Trade Desk, Inc.

Technology
-37.5K
- 9.01%
$43.93 - $89.76 $1.65M - $3.37M
379K $18.6M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-45K
- 4.09%
$65.64 - $78.22 $2.95M - $3.52M
1.06M $70.8M
Activity Summary
Buys All Purchases 1996 New Holdings 223 Increased Positions 1773 Sells All Sells 1453 Reductions 1453 Sold out 0 Options Calls 0 Puts 0
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