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 464 institutions that hold shares in the stock, with a total of 80.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Efg Asset Management (North America) Corp.
|
Nov 12, 2024 Q3 2024 |
19,213
shares
|
$2.22 Million
0.31% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
19,133
shares
|
$2.21 Million
0.52% of portfolio
|
Q3 2023
Reduced 16.97%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
19,037
shares
|
$2.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
18,833
shares
|
$2.18 Million
0.02% of portfolio
|
Q3 2024
Added 52.14%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
18,610
shares
|
$2.15 Million
0.03% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
18,509
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
17,890
shares
|
$2.07 Million
0.02% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
17,258
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
17,246
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
17,032
shares
|
$1.97 Million
0.02% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
16,841
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.94%
|
|
|
Assenagon Asset Management S.A.
|
Oct 23, 2024 Q3 2024 |
16,770
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2024
Reduced 68.25%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
15,964
shares
|
$1.84 Million
0.22% of portfolio
|
Q2 2023
Reduced 0.01%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
15,959
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
15,815
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 82.05%
|
|
|
Tanaka Capital Management Inc
New York, NY |
Aug 15, 2024 Q2 2024 |
15,811
shares
|
$1.83 Million
3.15% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
14,901
shares
|
$1.72 Million
0.49% of portfolio
|
Q2 2024
Reduced 30.44%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
14,652
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
14,294
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
14,171
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 18.81%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
14,155
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Added 14.63%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
13,957
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
12,979
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
12,915
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
12,869
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2023
Reduced 32.93%
|