STIFEL FINANCIAL CORP - COMMON STOCK (SF) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
SF on NYSE
Shares outstanding
102,877,922
Price per share
$125.22
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
87,802,709
Total reported value
$9,963,231,151
% of total 13F portfolios
0.01%
Share change
-2,089,025
Value change
-$218,043,016
Number of holders
547
Price from insider filings
$125.22
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of STIFEL FINANCIAL CORP - COMMON STOCK (SF) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 5.7% -38% $665,392,796 -$411,496,799 5,864,042 -38% FMR LLC 30 Sep 2025

As of 30 Sep 2025, 547 institutional investors reported holding 87,802,709 shares of STIFEL FINANCIAL CORP - COMMON STOCK (SF). This represents 85% of the company’s total 102,877,922 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of STIFEL FINANCIAL CORP - COMMON STOCK (SF) together control 60% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 9.7% 9,996,881 -3.7% 0.02% $1,134,346,087
BlackRock, Inc. 9.1% 9,372,363 -0.28% 0.02% $1,063,482,002
FMR LLC 5.7% 5,864,042 -35% 0.03% $665,392,795
WELLINGTON MANAGEMENT GROUP LLP 3.4% 3,451,787 +14% 0.07% $391,674,271
STATE STREET CORP 3.1% 3,148,039 -0.31% 0.01% $357,207,985
EARNEST PARTNERS LLC 2.7% 2,825,964 -3.3% 1.4% $320,662,135
Boston Partners 2.3% 2,371,880 +2% 0.28% $269,127,594
STIFEL FINANCIAL CORP 2.3% 2,333,172 +0.99% 0.24% $264,745,287
Capital Research Global Investors 2.2% 2,211,993 -1.5% 0.05% $250,994,846
ALLIANCEBERNSTEIN L.P. 2% 2,040,209 -0.72% 0.07% $231,502,515
GEODE CAPITAL MANAGEMENT, LLC 1.8% 1,827,627 +1.7% 0.01% $207,419,868
DIMENSIONAL FUND ADVISORS LP 1.6% 1,626,321 -3.9% 0.04% $184,547,622
AQR CAPITAL MANAGEMENT LLC 1.4% 1,485,503 +27% 0.11% $168,559,994
MILLENNIUM MANAGEMENT LLC 1.4% 1,437,821 -28% 0.13% $163,149,549
MORGAN STANLEY 1.4% 1,406,048 -8% 0.01% $159,544,492
Invesco Ltd. 1.3% 1,363,282 -0.38% 0.02% $154,691,609
Fisher Asset Management, LLC 1.2% 1,244,101 -2% 0.05% $141,168,139
BANK OF AMERICA CORP /DE/ 1.1% 1,132,314 +3% 0.01% $128,483,645
NORTHERN TRUST CORP 1.1% 1,088,419 -1.5% 0.02% $123,502,903
Alyeska Investment Group, L.P. 1% 1,068,774 +7.1% 0.37% $121,273,786
MACQUARIE GROUP LTD 1% 1,067,154 -7.8% 0.14% $121,091,000
GW&K Investment Management, LLC 0.91% 940,880 -8.9% 0.94% $106,762,000
Bank of New York Mellon Corp 0.91% 933,229 -2.3% 0.02% $105,893,564
MARSHALL WACE, LLP 0.83% 851,465 -14% 0.11% $96,615,734
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.82% 843,373 -30% 0.02% $95,697,534

Institutional Holders of STIFEL FINANCIAL CORP - COMMON STOCK (SF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 927,925 $116,769,541 -$7,558,615 $125.22 70
2025 Q3 87,802,709 $9,963,231,151 -$218,043,016 $113.47 547
2025 Q2 89,752,083 $9,314,908,429 +$174,781,689 $103.78 486
2025 Q1 88,118,060 $8,300,623,946 +$46,072,014 $94.26 517
2024 Q4 87,537,402 $9,286,361,013 +$70,864,041 $106.08 505
2024 Q3 86,769,040 $8,149,241,772 -$39,895,202 $93.90 439
2024 Q2 87,325,682 $7,347,047,421 +$303,953,616 $84.15 432
2024 Q1 81,927,817 $6,404,206,873 +$6,150,919 $78.17 428
2023 Q4 64,731 $4,476,148 -$1,411,143 $69.15 4
2023 Q3 82,415,739 $5,063,840,133 -$7,840,020 $61.44 357
2023 Q2 85,167,032 $5,081,580,582 -$130,755,117 $59.67 359
2023 Q1 87,380,471 $5,163,111,420 -$25,579,478 $59.09 358
2022 Q4 88,240,286 $5,151,120,422 +$111,261,637 $58.37 355
2022 Q3 85,290,202 $4,427,674,282 -$70,246,839 $51.91 314
2022 Q2 89,952,699 $5,034,172,510 +$85,706,609 $56.02 338
2022 Q1 88,782,138 $6,029,461,325 +$114,333,291 $67.90 346
2021 Q4 87,649,956 $6,171,667,889 -$134,918,356 $70.42 335
2021 Q3 87,806,203 $5,968,383,674 +$47,032,635 $67.96 320
2021 Q2 87,520,853 $5,675,759,363 -$112,808,088 $64.86 332
2021 Q1 89,202,526 $5,713,649,003 -$81,665,681 $64.06 295
2020 Q4 90,608,946 $4,571,811,904 +$1,685,841,081 $50.46 280
2020 Q3 57,750,886 $2,919,284,941 +$49,885,337 $50.56 265
2020 Q2 56,238,896 $2,665,312,357 +$72,526,072 $47.43 261
2020 Q1 55,408,725 $2,286,738,612 -$90,264,820 $41.28 255
2019 Q4 57,174,380 $3,462,540,568 -$34,406,826 $60.65 279
2019 Q3 56,831,275 $3,256,741,107 -$124,123,366 $57.38 260
2019 Q2 58,924,340 $3,476,084,964 +$54,180,372 $59.06 274
2019 Q1 61,081,843 $3,223,127,294 -$7,210,715 $52.76 260
2018 Q4 59,912,429 $2,481,756,536 -$33,453,859 $41.42 252
2018 Q3 61,775,152 $3,166,090,237 +$36,121,284 $51.26 265
2018 Q2 61,123,309 $3,193,447,160 -$6,865,239 $52.25 279
2018 Q1 61,673,619 $3,650,929,854 -$8,295,489 $59.23 286
2017 Q4 61,514,545 $3,663,479,378 +$2,596,831 $59.56 268
2017 Q3 60,950,635 $3,258,333,406 +$77,609,518 $53.46 228
2017 Q2 59,868,759 $2,753,031,905 +$8,305,017 $45.98 240
2017 Q1 59,577,878 $2,988,990,733 +$381,792,011 $50.19 254
2016 Q4 58,842,498 $2,939,040,119 +$141,779,087 $49.95 228
2016 Q3 56,109,716 $2,156,683,820 -$53,659,953 $38.45 215
2016 Q2 56,183,671 $1,766,770,433 -$15,254,071 $31.45 208
2016 Q1 56,006,394 $1,660,288,538 +$45,181,285 $29.60 198
2015 Q4 55,702,228 $2,359,292,360 -$171,950,943 $42.36 227
2015 Q3 59,863,069 $2,520,250,945 +$64,021,686 $42.10 229
2015 Q2 56,586,503 $3,266,804,295 +$21,271,083 $57.74 229
2015 Q1 57,739,535 $3,217,238,229 +$61,364,014 $55.75 234
2014 Q4 55,686,818 $2,840,665,350 -$66,514,817 $51.02 214
2014 Q3 57,477,097 $2,695,077,555 +$1,028,165 $46.89 208
2014 Q2 57,701,123 $2,732,094,222 +$21,595,856 $47.35 209
2014 Q1 57,662,548 $2,868,432,022 +$45,549,401 $49.76 211