Institutional Ownership Stifel Financial Corp (SF)
This table provides information about the institutional ownership of Stifel Financial Corp (SF). We have compiled data on the 530 institutions that hold shares in the stock, with a total of 83.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
2,456
shares
|
$280,033
0.01% of portfolio
|
Q2 2025
Reduced 21.23%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,443
shares
|
$278,550
0.0% of portfolio
|
Q2 2025
Reduced 34.47%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,442
shares
|
$278,436
0.02% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
2,431
shares
|
$277,182
0.02% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2,395
shares
|
$273,077
0.0% of portfolio
|
Q2 2025
Reduced 10.4%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
2,341
shares
|
$266,920
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
2,294
shares
|
$261,561
0.21% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
2,290
shares
|
$261,105
0.01% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,278
shares
|
$259,737
0.0% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
2,250
shares
|
$256,545
0.01% of portfolio
|
Q2 2022
Reduced 2.3%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
2,230
shares
|
$254,264
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
2,216
shares
|
$252,668
0.02% of portfolio
|
Q3 2023
Added 18.76%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Aug 06, 2025 Q2 2025 |
2,200
shares
|
$250,844
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
2,182
shares
|
$248,791
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
2,150
shares
|
$245,143
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moody Aldrich Partners LLC
|
Aug 04, 2025 Q2 2025 |
2,124
shares
|
$242,178
0.05% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
2,109
shares
|
$240,468
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
2,100
shares
|
$239,442
0.09% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
2,080
shares
|
$237,161
0.03% of portfolio
|
Q2 2025
Added 1036.61%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
2,078
shares
|
$236,933
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
2,040
shares
|
$232,600
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,039
shares
|
$232,486
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
2,029
shares
|
$231,346
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
1,627
shares
|
$185,510
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
1,506
shares
|
$171,714
0.04% of portfolio
|
Q2 2025
Added 30.96%
|