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 |
|---|---|---|---|---|---|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
42
shares
|
$4,788
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
39
shares
|
$4,446
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
37
shares
|
$4,218
0.0% of portfolio
|
Q2 2025
Reduced 47.89%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
32
shares
|
$3,648
0.0% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
28
shares
|
$3,192
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
28
shares
|
$3,192
0.0% of portfolio
|
Q1 2025
Reduced 79.26%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
26
shares
|
$2,964
0.0% of portfolio
|
Q2 2025
Added 160.0%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
26
shares
|
$2,964
0.0% of portfolio
|
Q4 2024
Added 550.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
25
shares
|
$2,850
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
23
shares
|
$2,622
0.0% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
20
shares
|
$2,280
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
17
shares
|
$1,938
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
16
shares
|
$1,824
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
16
shares
|
$1,824
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
15
shares
|
$1,710
0.0% of portfolio
|
Q2 2025
Reduced 59.46%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
15
shares
|
$1,710
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
14
shares
|
$1,596
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
14
shares
|
$1,596
0.0% of portfolio
|
Q1 2025
Added 180.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
12
shares
|
$1,368
0.0% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
12
shares
|
$1,368
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
12
shares
|
$1,368
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
12
shares
|
$1,368
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
11
shares
|
$1,254
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
11
shares
|
$1,254
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
10
shares
|
$1,140
0.0% of portfolio
|
Q2 2025
New holding
|