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 |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
149
shares
|
$16,988
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
143
shares
|
$16,304
0.0% of portfolio
|
Q2 2025
Reduced 20.99%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
134
shares
|
$15,278
0.01% of portfolio
|
Q2 2025
Reduced 20.24%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
126
shares
|
$14,366
0.0% of portfolio
|
Q2 2025
Reduced 30.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
124
shares
|
$14,138
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
116
shares
|
$13,226
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$11,402
0.0% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
98
shares
|
$11,173
0.0% of portfolio
|
Q2 2025
Reduced 17.65%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
94
shares
|
$10,717
0.01% of portfolio
|
Q3 2024
Reduced 40.51%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
94
shares
|
$10,717
0.0% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
93
shares
|
$10,603
0.0% of portfolio
|
Q1 2025
Added 22.37%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
86
shares
|
$9,805
0.0% of portfolio
|
Q2 2025
Reduced 43.05%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
85
shares
|
$9,691
0.0% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
80
shares
|
$9,121
0.0% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
76
shares
|
$8,665
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
67
shares
|
$7,639
0.0% of portfolio
|
Q3 2024
Reduced 33.0%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
65
shares
|
$7,411
0.0% of portfolio
|
Q2 2025
Added 195.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
60
shares
|
$6,841
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
59
shares
|
$6,727
0.0% of portfolio
|
Q2 2025
Reduced 32.18%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
59
shares
|
$6,727
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
57
shares
|
$6,499
0.0% of portfolio
|
Q2 2025
Added 29.55%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
56
shares
|
$6,385
0.0% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
51
shares
|
$5,815
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
48
shares
|
$5,472
0.0% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
47
shares
|
$5,358
0.0% of portfolio
|
Q2 2025
New holding
|