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 558 institutions that hold shares in the stock, with a total of 80.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
181
shares
|
$19,839
0.0% of portfolio
|
Q1 2025
Added 90.53%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
180
shares
|
$19,729
0.0% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
168
shares
|
$18,414
0.01% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
167
shares
|
$18,304
0.0% of portfolio
|
Q2 2022
Reduced 64.32%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
163
shares
|
$17,866
0.01% of portfolio
|
Q2 2025
Added 10.88%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
156
shares
|
$17,099
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
151
shares
|
$16,551
0.0% of portfolio
|
Q1 2025
Added 57.29%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
150
shares
|
$16,441
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
149
shares
|
$16,331
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
124
shares
|
$13,591
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
119
shares
|
$13,043
0.0% of portfolio
|
Q1 2025
Added 2875.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
116
shares
|
$12,714
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
94
shares
|
$10,303
0.01% of portfolio
|
Q3 2024
Reduced 40.51%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
94
shares
|
$10,303
0.0% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
93
shares
|
$10,193
0.0% of portfolio
|
Q1 2025
Added 22.37%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
92
shares
|
$10,084
0.0% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
87
shares
|
$9,536
0.0% of portfolio
|
Q3 2024
Reduced 12.12%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
85
shares
|
$9,316
0.0% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
73
shares
|
$8,001
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
71
shares
|
$7,782
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
67
shares
|
$7,343
0.0% of portfolio
|
Q3 2024
Reduced 33.0%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
65
shares
|
$7,124
0.0% of portfolio
|
Q2 2025
Added 195.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
60
shares
|
$6,576
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
59
shares
|
$6,466
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
56
shares
|
$6,138
0.0% of portfolio
|
Q1 2025
Added 1.82%
|