STIFEL FINL CORP (SF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
556
Reporting holders
$9.6B
Reported value
0.3%
Held as options
-37
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.0B | 14,779,953 | 0.02% | 8q | +2.0%+$20.4M |
| FMR LLC | $595.5M | 8,534,782 | 0.03% | 22q | +4.9%+$27.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $499.8M | 7,163,692 | 0.02% | 2q | +0.6%+$2.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $464.6M | 6,659,358 | 0.01% | 2q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $418.7M | 6,001,400 | 0.15% | 31q | -29.1%-$172.2M |
| STATE STREET CORP | $340.2M | 4,875,785 | 0.01% | 31q | +4.8%+$15.6M |
| Boston Partners | $307.3M | 4,403,821 | 0.27% | 31q | +3.9%+$11.4M |
| STIFEL FINANCIAL CORP | $271.2M | 3,886,981 | 0.23% | 31q | +3.0%+$7.8M |
| EARNEST PARTNERS LLC | $251.8M | 3,608,530 | 0.91% | 31q | -2.2%-$5.7M |
| DIMENSIONAL FUND ADVISORS LP | $202.5M | 2,902,428 | 0.04% | 31q | +10.9%+$19.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $202.2M | 2,896,899 | 0.01% | 31q | +1.6%+$3.2M |
| ALLIANCEBERNSTEIN L.P. | $194.9M | 2,637,266 | 0.06% | 31q | -2.6%-$5.2M |
| Capital Research Global Investors | $187.2M | 2,683,784 | 0.03% | 23q | -4.1%-$8.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $179.0M | 2,565,429 | 0.03% | 27q | -30.6%-$79.0M |
| MORGAN STANLEY | $159.8M | 2,290,873 | 0.01% | 35q | +16.0%+$22.1M |
| NORGES BANK | $143.8M | 2,061,688 | 0.01% | 32q | +49.7%+$47.8M |
| MILLENNIUM MANAGEMENT LLC | $137.6M | 1,972,193 | 0.05% | 31q | +364.5%+$108.0M |
| BANK OF AMERICA CORP /DE/ | $123.6M | 1,770,839 | 0.01% | 31q | -5.6%-$7.3M |
| GOLDMAN SACHS GROUP INC | $116.5M | 1,670,473 | 0.01% | 31q | +50.2%+$39.0M |
| Fisher Asset Management, LLC | $115.3M | 1,652,113 | 0.03% | 31q | -2.1%-$2.5M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $110.9M | 1,589,213 | 0.40% | 2q | +16.4%+$15.6M |
| NORTHERN TRUST CORP | $107.0M | 1,534,041 | 0.01% | 31q | HELD |
| Qube Research & Technologies Ltd | $106.3M | 1,523,529 | 0.10% | 7q | +20.5%+$18.1M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $100.3M | 1,437,487 | 0.27% | 22q | +17.9%+$15.2M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $98.0M | 1,405,150 | 0.15% | 3q | -3.9%-$4.0M |
| Bank of New York Mellon Corp | $93.2M | 1,336,318 | 0.02% | 31q | -2.3%-$2.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $92.6M | 1,326,793 | 0.01% | 31q | HELD |
| Sixth Street Partners Management Company, L.P. | $92.6M | 1,326,793 | 0.01% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $85.6M | 1,227,090 | 0.06% | 3q | +235.0%+$60.1M |
| UBS Group AG | $72.0M | 1,032,580 | 0.01% | 31q | +31.5%+$17.3M |
| PRINCIPAL FINANCIAL GROUP INC | $71.4M | 1,023,213 | 0.04% | 31q | -4.8%-$3.6M |
| ALGEBRIS (UK) LTD | $70.1M | 1,007,696 | 4.61% | 7q | +66.7%+$28.1M |
| Assenagon Asset Management S.A. | $68.5M | 981,524 | 0.04% | 4q | +674.4%+$59.6M |
| VANGUARD FIDUCIARY TRUST CO | $67.2M | 963,586 | 0.01% | 2q | +2.5%+$1.6M |
| BNP PARIBAS FINANCIAL MARKETS | $61.1M | 875,159 | 0.02% | 31q | +29.6%+$13.9M |
| D. E. Shaw & Co., Inc. | $53.2M | 762,408 | 0.03% | 31q | +22.5%+$9.8M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $52.8M | 757,136 | 0.15% | 31q | +32.4%+$12.9M |
| Fiera Capital Corp | $48.8M | 699,258 | 0.18% | 12q | -42.9%-$36.7M |
| NEW YORK STATE COMMON RETIREMENT FUND | $48.1M | 689,303 | 0.06% | 31q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $46.4M | 665,412 | 0.03% | 31q | -23.5%-$14.2M |
| LOOMIS SAYLES & CO L P | $45.5M | 651,894 | 0.06% | 31q | -3.2%-$1.5M |
| CITADEL ADVISORS LLC | $44.8M | 591,404 | 0.01% | 31q | +93.8%+$21.7M |
| ENVESTNET ASSET MANAGEMENT INC | $44.6M | 638,582 | 0.01% | 31q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $43.5M | 623,009 | 0.01% | 31q | +51.9%+$14.8M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $43.1M | 617,939 | 0.86% | 31q | HELD |
| Invesco Ltd. | $42.3M | 606,367 | 0.00% | 31q | +8.8%+$3.4M |
| Squarepoint Ops LLC | $40.9M | 585,834 | 0.05% | 3q | +716.1%+$35.9M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $39.2M | 561,354 | 0.26% | 26q | -5.6%-$2.3M |
| BANK OF NOVA SCOTIA | $36.3M | 519,811 | 0.05% | 4q | +52.1%+$12.4M |
| KENNEDY CAPITAL MANAGEMENT LLC | $33.4M | 478,500 | 0.59% | 31q | -1.4%-$474.5K |
| Prana Capital Management, LP | $33.4M | 478,332 | 1.01% | 7q | +12.8%+$3.8M |
| TUDOR INVESTMENT CORP ET AL | $32.8M | 470,515 | 0.05% | 4q | -4.0%-$1.4M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $32.2M | 461,858 | 0.14% | 7q | +1.3%+$418.3K |
| Walleye Capital LLC | $31.8M | 454,339 | 0.11% | 14q | +2.3%+$715.2K |
| FIRST TRUST ADVISORS LP | $31.4M | 449,845 | 0.02% | 31q | +292.4%+$23.4M |
| WELLS FARGO & COMPANY/MN | $30.2M | 433,356 | 0.00% | 31q | -49.8%-$30.0M |
| ALGERT GLOBAL LLC | $28.6M | 409,817 | 0.34% | 18q | -44.4%-$22.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $28.4M | 407,495 | 0.01% | 2q | +1699.7%+$26.9M |
| Russell Investments Group, Ltd. | $28.0M | 401,003 | 0.02% | 31q | -5.2%-$1.5M |
| RHUMBLINE ADVISERS | $27.2M | 389,273 | 0.02% | 31q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $26.2M | 374,823 | 0.04% | 2q | +271.8%+$19.1M |
| Retirement Systems of Alabama | $25.8M | 370,192 | 0.08% | 31q | -7.1%-$2.0M |
| JPMORGAN CHASE & CO | $25.7M | 370,620 | 0.00% | 31q | -14.1%-$4.2M |
| SEI INVESTMENTS CO | $25.0M | 358,646 | 0.02% | 31q | -13.1%-$3.8M |
| MACKENZIE FINANCIAL CORP | $24.8M | 355,067 | 0.02% | 3q | +1710.7%+$23.4M |
| California Public Employees Retirement System | $23.3M | 334,625 | 0.01% | 31q | -2.2%-$519.1K |
| PANAGORA ASSET MANAGEMENT INC | $23.3M | 333,795 | 0.07% | 31q | HELD |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $23.0M | 329,777 | 0.18% | 5q | +4.1%+$915.7K |
| Nuveen, LLC | $22.0M | 315,694 | 0.01% | 6q | +3.5%+$737.3K |
| BARCLAYS PLC | $21.3M | 305,958 | 0.00% | 31q | -37.3%-$12.7M |
| Swiss National Bank | $21.1M | 302,819 | 0.01% | 31q | HELD |
| WINTON GROUP Ltd | $20.9M | 299,748 | 0.68% | 2q | +21.4%+$3.7M |
| NATIXIS | $18.7M | 267,361 | 0.08% | 4q | +22.6%+$3.4M |
| Quantinno Capital Management LP | $18.5M | 264,685 | 0.02% | 25q | -14.1%-$3.0M |
| RAYMOND JAMES FINANCIAL INC | $18.3M | 262,204 | 0.00% | 7q | HELD |
| Ancora Advisors LLC | $17.7M | 254,005 | 0.34% | 9q | -6.3%-$1.2M |
| STATE OF WISCONSIN INVESTMENT BOARD | $17.2M | 247,132 | 0.03% | 31q | -5.9%-$1.1M |
| GLENMEDE TRUST CO NA | $17.1M | 244,976 | 0.08% | 29q | -5.8%-$1.1M |
| CITIGROUP INC | $16.9M | 142,016 | 0.01% | 31q | +9.4%+$1.4M |
| Connor, Clark & Lunn Investment Management Ltd. | $16.9M | 241,582 | 0.03% | 2q | +115.7%+$9.0M |
| Voleon Capital Management LP | $16.5M | 236,298 | 0.30% | 6q | -10.0%-$1.8M |
| PDT Partners, LLC | $16.0M | 229,968 | 0.84% | 3q | +104.4%+$8.2M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $16.0M | 228,631 | 0.30% | 2q | +76.0%+$6.9M |
| AMERIPRISE FINANCIAL INC | $15.0M | 214,433 | 0.00% | 31q | -52.7%-$16.7M |
| Access Investment Management LLC | $14.9M | 214,024 | 3.82% | 10q | HELD |
| PEREGRINE CAPITAL MANAGEMENT LLC | $14.2M | 202,865 | 0.46% | 31q | +4.0%+$547.6K |
| Moran Wealth Management, LLC | $14.1M | 202,225 | 0.38% | 6q | -1.1%-$149.8K |
| Curi Capital, LLC | $14.0M | 200,717 | 0.22% | 31q | +8.4%+$1.1M |
| Legal & General Group Plc | $13.7M | 196,000 | 0.00% | 31q | -1.5%-$202.6K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $13.7M | 196,000 | 0.02% | 6q | -20.3%-$3.5M |
| ExodusPoint Capital Management, LP | $13.4M | 192,460 | 0.09% | 5q | +90.9%+$6.4M |
| Crestwood Advisors Group, LLC | $13.4M | 192,044 | 0.20% | 12q | -0.8%-$108.3K |
| XTX Topco Ltd | $12.3M | 176,354 | 0.16% | 2q | +120.4%+$6.7M |
| VAN ECK ASSOCIATES CORP | $12.3M | 175,822 | 0.01% | 17q | +19.1%+$2.0M |
| Schonfeld Strategic Advisors LLC | $11.7M | 167,276 | 0.04% | 8q | +62.4%+$4.5M |
| Caisse de depot et placement du Quebec | $11.7M | 167,184 | 0.02% | 2q | -6.3%-$782.1K |
| EULAV Asset Management | $10.9M | 156,633 | 0.35% | 31q | HELD |
| Amundi | $10.7M | 153,885 | 0.00% | 8q | -68.7%-$23.5M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $10.5M | 150,150 | 0.02% | 31q | -2.3%-$242.2K |
| AEGON ASSET MANAGEMENT UK Plc | $10.2M | 146,847 | 0.11% | 9q | +25.7%+$2.1M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-12 | 13G/A | AQR Capital Management, LLCwith 1 co-filers | 3.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 556 | $9.6B | 136,601,263 | 57 | 170 | 227 | 0.3% |
| Q1 2026 | 593 | $10.1B | 134,327,261 | 66 | 465 | 44 | 0.2% |
| Q4 2025 | 590 | $11.1B | 88,413,321 | 99 | 197 | 174 | 0.3% |
| Q3 2025 | 510 | $9.7B | 85,818,736 | 90 | 176 | 135 | 0.2% |
| Q2 2025 | 442 | $9.0B | 86,900,333 | 46 | 139 | 166 | 0.2% |
| Q1 2025 | 470 | $8.1B | 85,563,397 | 60 | 172 | 123 | 0.2% |
| Q4 2024 | 462 | $8.9B | 83,302,710 | 69 | 122 | 142 | 0.4% |
| Q3 2024 | 397 | $7.8B | 82,968,365 | 36 | 121 | 136 | 0.4% |
| Q2 2024 | 390 | $6.9B | 81,779,528 | 51 | 112 | 133 | 0.4% |
| Q1 2024 | 384 | $6.7B | 85,509,864 | 76 | 110 | 114 | 0.4% |
| Q4 2023 | 330 | $5.7B | 82,577,841 | 30 | 80 | 135 | 0.3% |
| Q3 2023 | 313 | $5.0B | 81,653,889 | 31 | 102 | 104 | 0.3% |
| Q2 2023 | 317 | $4.9B | 81,268,538 | 33 | 91 | 119 | 0.2% |
| Q1 2023 | 300 | $4.9B | 82,016,014 | 45 | 107 | 95 | 0.3% |
| Q4 2022 | 277 | $4.3B | 73,989,966 | 45 | 68 | 106 | 0.2% |
| Q3 2022 | 336 | $4.7B | 89,499,418 | 26 | 119 | 123 | 0.3% |
| Q2 2022 | 352 | $5.1B | 90,099,910 | 39 | 123 | 126 | 0.7% |
| Q1 2022 | 369 | $6.1B | 89,282,198 | 52 | 113 | 111 | 0.8% |
| Q4 2021 | 351 | $6.2B | 87,888,256 | 44 | 111 | 112 | 0.3% |
| Q3 2021 | 329 | $6.1B | 89,028,144 | 27 | 81 | 129 | 0.4% |
| Q2 2021 | 343 | $5.8B | 88,595,645 | 57 | 77 | 143 | 0.4% |
| Q1 2021 | 309 | $5.8B | 90,296,982 | 40 | 86 | 126 | 0.8% |
| Q4 2020 | 299 | $4.7B | 91,877,173 | 45 | 223 | 24 | 1.3% |
| Q3 2020 | 279 | $3.0B | 58,895,367 | 35 | 83 | 98 | 0.3% |
| Q2 2020 | 273 | $2.8B | 58,127,528 | 38 | 94 | 90 | 0.6% |
| Q1 2020 | 268 | $2.4B | 57,976,425 | 31 | 105 | 82 | 0.6% |
| Q4 2019 | 290 | $3.6B | 59,332,026 | 36 | 67 | 109 | 0.5% |
| Q3 2019 | 273 | $3.4B | 59,102,552 | 27 | 76 | 97 | 0.5% |
| Q2 2019 | 284 | $4.0B | 67,732,392 | 48 | 87 | 83 | 1.3% |
| Q1 2019 | 274 | $3.3B | 62,287,171 | 42 | 88 | 81 | 0.9% |
| Q4 2018 | 260 | $2.6B | 62,767,319 | 2 | 6 | 5 | 0.5% |