# STIFEL FINL CORP (SF)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SF/

- Reporting holders: 18
- Reported value: $18.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [ARGENT CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1120926-argent-capital-management-llc/) | $14.0M | 199,915 | 0.4% | 1 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $1.9M | 26,522 | 0.0% | 3 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $1.0M | 14,512 | 0.2% | 7 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $890.4K | 12,713 | 0.0% | 12 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $214.3K | 3,060 | 0.1% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $156.2K | 2,230 | 0.0% | 16 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $155.8K | 2,224 | 0.0% | 14 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $149.7K | 2,137 | 0.0% | 3 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $46.4K | 662 | 0.0% | 19 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $32.0K | 457 | 0.0% | 5 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $6.9K | 99 | 0.0% | 1 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $6.6K | 94 | 0.0% | 8 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $5.7K | 82 | 0.0% | 4 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $630 | 9 | 0.0% | 4 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $561 | 8 | 0.0% | 1 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $420 | 6 | 0.0% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $210 | 3 | 0.0% | 4 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $210 | 3 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $2 | 33 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 18 | $18.5M |
| Q2 2026 | 595 | $10.2B |
| Q1 2026 | 633 | $10.3B |
| Q4 2025 | 633 | $11.4B |
| Q3 2025 | 555 | $10.0B |
| Q2 2025 | 490 | $9.3B |
| Q1 2025 | 526 | $8.5B |
| Q4 2024 | 513 | $9.3B |
| Q3 2024 | 447 | $8.3B |
| Q2 2024 | 439 | $7.4B |
| Q1 2024 | 437 | $7.1B |
| Q4 2023 | 381 | $6.0B |