Stifel Financial Top Holdings and 13F Report (2025)

About Stifel Financial

Stifel Financial NYSE: SF has filed 13-F forms with the SEC as an investor. Stifel Financial is itself a publicly traded company. For more information on Stifel Financial stock, visit the Stifel Financial stock profile here.

Investment Activity

Stifel Financial has $96.01 billion in total holdings as of December 31, 2024.
Stifel Financial owns shares of 3,373 different stocks, but just 290 companies or ETFs make up 80% of its holdings.
Approximately 5.07% of the portfolio was purchased this quarter.
About 3.06% of the portfolio was sold this quarter.
This quarter, Stifel Financial has purchased 3,365 new stocks and bought additional shares in 1,705 stocks.
Stifel Financial sold shares of 1,420 stocks and completely divested from 161 stocks this quarter.

Largest Holdings

Microsoft: $3,015,778,153
Apple: $2,974,724,955
NVIDIA: $2,464,523,978
Amazon.com: $1,819,101,935
Alphabet: $1,212,783,394

Largest New Holdings this Quarter

09290D101 - BLACKROCK INC: $176,417,551 Holding
040413205 - ARISTA NETWORKS INC: $76,045,148 Holding
512807306 - LAM RESEARCH CORP: $45,965,395 Holding
87283Q826 - T. Rowe Price Small-Mid Cap ETF: $9,559,253 Holding
86800U302 - SUPER MICRO COMPUTER INC: $9,279,668 Holding

Largest Purchases this Quarter

Marsh & McLennan Companies: 1,883,146 shares (about $400.00M)
Tractor Supply: 6,582,562 shares (about $349.27M)
Palo Alto Networks: 981,478 shares (about $178.59M)
BLACKROCK INC: 172,015 shares (about $176.42M)
O'Reilly Automotive: 117,542 shares (about $139.38M)

Largest Sales this Quarter

NIKE: 2,439,467 shares (about $184.61M)
Cummins: 381,999 shares (about $133.17M)
Vanguard FTSE Developed Markets ETF: 1,656,763 shares (about $79.23M)
Walmart: 873,143 shares (about $78.89M)
Henry Schein: 1,097,572 shares (about $75.95M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$3,015,778,153	$645,770 ▼	0.0%	7,154,513	3.1%	Computer and Technology
AAPL Apple	$2,974,724,955	$24,267,828 ▲	0.8%	11,878,636	3.1%	Computer and Technology
NVDA NVIDIA	$2,464,523,978	$21,144,387 ▼	-0.9%	18,352,115	2.6%	Computer and Technology
AMZN Amazon.com	$1,819,101,935	$17,047,492 ▲	0.9%	8,291,630	1.9%	Retail/Wholesale
GOOGL Alphabet	$1,212,783,394	$16,347,973 ▲	1.4%	6,406,516	1.3%	Computer and Technology
V Visa	$1,192,601,216	$7,005,883 ▼	-0.6%	3,773,456	1.2%	Business Services
AVGO Broadcom	$1,155,519,598	$5,364,589 ▼	-0.5%	4,984,085	1.2%	Computer and Technology
WMT Walmart	$1,049,825,474	$78,888,792 ▼	-7.0%	11,619,493	1.1%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$996,287,527	$8,601,680 ▲	0.9%	4,156,140	1.0%	Finance
HD Home Depot	$978,342,822	$4,288,916 ▼	-0.4%	2,514,908	1.0%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$916,813,958	$23,031,559 ▲	2.6%	1,564,290	1.0%	Finance
PEP PepsiCo	$858,551,638	$32,644,698 ▲	4.0%	5,646,032	0.9%	Consumer Staples
UNH UnitedHealth Group	$835,433,279	$8,705,202 ▼	-1.0%	1,651,346	0.9%	Medical
VOO Vanguard S&P 500 ETF	$784,714,192	$116,389 ▲	0.0%	1,456,308	0.8%	ETF
PG Procter & Gamble	$755,570,661	$14,714,868 ▲	2.0%	4,506,764	0.8%	Consumer Staples
META Meta Platforms	$742,208,064	$24,702,989 ▲	3.4%	1,267,550	0.8%	Computer and Technology
MRK Merck & Co., Inc.	$732,386,145	$34,604,115 ▲	5.0%	7,362,103	0.8%	Medical
IVW iShares S&P 500 Growth ETF	$707,800,609	$51,177,948 ▼	-6.7%	6,971,341	0.7%	ETF
IEFA iShares Core MSCI EAFE ETF	$706,388,229	$27,754,154 ▲	4.1%	10,051,049	0.7%	ETF
COST Costco Wholesale	$675,891,379	$1,038,361 ▼	-0.2%	737,494	0.7%	Retail/Wholesale
GOOG Alphabet	$673,344,045	$16,008,422 ▲	2.4%	3,535,678	0.7%	Computer and Technology
ACN Accenture	$665,328,789	$450,676 ▼	-0.1%	1,891,128	0.7%	Computer and Technology
JNJ Johnson & Johnson	$663,992,991	$801,501 ▼	-0.1%	4,591,196	0.7%	Medical
LLY Eli Lilly and Company	$617,202,840	$42,686,049 ▲	7.4%	799,416	0.6%	Medical
AGG iShares Core U.S. Aggregate Bond ETF	$607,490,042	$14,678,745 ▼	-2.4%	6,269,229	0.6%	Finance
LMT Lockheed Martin	$593,428,853	$4,470,349 ▲	0.8%	1,221,014	0.6%	Aerospace
CSCO Cisco Systems	$561,222,967	$234,077 ▲	0.0%	9,480,111	0.6%	Computer and Technology
ADP Automatic Data Processing	$560,509,938	$681,210 ▼	-0.1%	1,914,692	0.6%	Business Services
TXN Texas Instruments	$544,401,418	$3,603,859 ▲	0.7%	2,903,235	0.6%	Computer and Technology
EMR Emerson Electric	$537,391,893	$10,016,584 ▼	-1.8%	4,336,225	0.6%	Industrials
IWF iShares Russell 1000 Growth ETF	$536,906,135	$34,203,967 ▲	6.8%	1,336,961	0.6%	ETF
KO Coca-Cola	$532,341,573	$2,573,339 ▲	0.5%	8,550,271	0.6%	Consumer Staples
UNP Union Pacific	$531,042,929	$8,287,565 ▲	1.6%	2,328,689	0.6%	Transportation
IVE iShares S&P 500 Value ETF	$491,831,729	$16,815,752 ▲	3.5%	2,576,656	0.5%	ETF
APH Amphenol	$478,314,545	$8,161,653 ▲	1.7%	6,887,155	0.5%	Computer and Technology
APD Air Products and Chemicals	$474,110,173	$345,451 ▲	0.1%	1,634,572	0.5%	Basic Materials
MMC Marsh & McLennan Companies	$472,599,445	$400,000,429 ▲	551.0%	2,224,932	0.5%	Finance
WM Waste Management	$471,295,524	$1,315,882 ▼	-0.3%	2,335,557	0.5%	Business Services
MDT Medtronic	$466,157,199	$507,642 ▼	-0.1%	5,835,665	0.5%	Medical
QQQ Invesco QQQ	$462,038,947	$16,525,751 ▲	3.7%	903,654	0.5%	Finance
CL Colgate-Palmolive	$461,504,027	$5,478,799 ▲	1.2%	5,076,478	0.5%	Consumer Staples
ABBV AbbVie	$458,340,033	$13,783,449 ▲	3.1%	2,579,230	0.5%	Medical
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$457,625,432	$26,080,209 ▲	6.0%	5,005,203	0.5%	ETF
ETN Eaton	$456,302,114	$12,385,349 ▼	-2.6%	1,374,873	0.5%	Industrials
CHD Church & Dwight	$451,974,865	$2,187,093 ▲	0.5%	4,316,414	0.5%	Consumer Staples
ITW Illinois Tool Works	$447,239,595	$1,660,104 ▲	0.4%	1,763,792	0.5%	Industrials
BRK.B Berkshire Hathaway	$445,420,070	$31,954,876 ▼	-6.7%	982,660	0.5%	Finance
GWW W.W. Grainger	$442,182,592	$10,018,316 ▼	-2.2%	419,482	0.5%	Industrials
TSCO Tractor Supply	$436,898,890	$349,273,061 ▲	398.6%	8,233,999	0.5%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$435,883,219	$8,203,518 ▲	1.9%	740,418	0.5%	ETF
NFLX Netflix	$429,883,169	$3,704,337 ▼	-0.9%	482,298	0.4%	Consumer Discretionary
XOM Exxon Mobil	$428,558,077	$11,445,795 ▲	2.7%	3,983,984	0.4%	Energy
IBM International Business Machines	$424,068,326	$1,511,388 ▲	0.4%	1,929,002	0.4%	Computer and Technology
CVX Chevron	$419,448,043	$2,456,267 ▼	-0.6%	2,895,858	0.4%	Energy
CRM Salesforce	$416,402,830	$15,546,943 ▲	3.9%	1,245,383	0.4%	Computer and Technology
NOW ServiceNow	$408,739,329	$1,504,300 ▼	-0.4%	385,562	0.4%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$395,285,996	$34,759,769 ▲	9.6%	2,135,184	0.4%	ETF
CMI Cummins	$391,697,171	$133,165,123 ▼	-25.4%	1,123,627	0.4%	Auto/Tires/Trucks
TJX TJX Companies	$391,487,977	$4,800,642 ▼	-1.2%	3,240,516	0.4%	Retail/Wholesale
CLX Clorox	$380,761,394	$1,556,238 ▲	0.4%	2,344,408	0.4%	Consumer Staples
RSG Republic Services	$367,192,302	$2,124,884 ▲	0.6%	1,825,175	0.4%	Business Services
AMGN Amgen	$365,564,069	$1,646,342 ▼	-0.4%	1,402,444	0.4%	Medical
MA Mastercard	$365,521,019	$9,101,636 ▲	2.6%	694,084	0.4%	Business Services
BR Broadridge Financial Solutions	$365,176,750	$4,683,832 ▲	1.3%	1,615,131	0.4%	Business Services
HON Honeywell International	$358,615,980	$5,203,760 ▲	1.5%	1,587,452	0.4%	Multi-Sector Conglomerates
MBB iShares MBS ETF	$358,116,314	$32,614,520 ▲	10.0%	3,906,155	0.4%	ETF
PANW Palo Alto Networks	$353,631,652	$178,590,489 ▲	102.0%	1,943,450	0.4%	Computer and Technology
TMO Thermo Fisher Scientific	$341,867,934	$5,140,797 ▼	-1.5%	657,096	0.4%	Medical
ADBE Adobe	$324,304,084	$14,785,542 ▼	-4.4%	729,301	0.3%	Computer and Technology
MCD McDonald's	$320,804,619	$3,110,228 ▲	1.0%	1,106,437	0.3%	Retail/Wholesale
VEA Vanguard FTSE Developed Markets ETF	$299,374,351	$79,226,575 ▼	-20.9%	6,260,429	0.3%	ETF
VUG Vanguard Growth ETF	$298,287,992	$11,270,890 ▲	3.9%	726,659	0.3%	ETF
ORCL Oracle	$294,882,837	$33,002,150 ▼	-10.1%	1,769,566	0.3%	Computer and Technology
GPC Genuine Parts	$292,233,350	$51,988,503 ▲	21.6%	2,502,852	0.3%	Retail/Wholesale
QUAL iShares MSCI USA Quality Factor ETF	$287,599,318	$20,888,190 ▲	7.8%	1,614,964	0.3%	ETF
NSC Norfolk Southern	$272,956,497	$5,663,862 ▲	2.1%	1,162,985	0.3%	Transportation
ITOT iShares Core S&P Total U.S. Stock Market ETF	$269,278,636	$24,292,477 ▲	9.9%	2,093,597	0.3%	ETF
VZ Verizon Communications	$261,141,575	$2,943,159 ▲	1.1%	6,530,138	0.3%	Computer and Technology
INTU Intuit	$259,368,224	$5,084,481 ▲	2.0%	412,634	0.3%	Computer and Technology
SPGI S&P Global	$258,831,177	$11,788,892 ▼	-4.4%	519,687	0.3%	Business Services
ELV Elevance Health	$258,507,972	$4,547,402 ▼	-1.7%	700,701	0.3%	Medical
VMBS Vanguard Mortgage-Backed Securities ETF	$256,806,944	$1,653,145 ▲	0.6%	5,664,014	0.3%	ETF
VB Vanguard Small-Cap ETF	$255,749,931	$3,804,633 ▲	1.5%	1,064,372	0.3%	ETF
VGT Vanguard Information Technology ETF	$247,081,585	$4,474,845 ▲	1.8%	397,332	0.3%	ETF
CTAS Cintas	$245,254,186	$7,264,983 ▼	-2.9%	1,342,369	0.3%	Business Services
LINDE PLC	$245,196,844	$234,899 ▲	0.1%	585,593	0.3%	SHS
VWO Vanguard FTSE Emerging Markets ETF	$245,130,314	$39,419,638 ▲	19.2%	5,566,095	0.3%	ETF
BHVN Biohaven	$244,990,342	$1,869,442 ▲	0.8%	6,559,313	0.3%	Medical
VTV Vanguard Value ETF	$243,657,699	$7,567,063 ▲	3.2%	1,439,201	0.3%	ETF
QCOM QUALCOMM	$243,220,836	$6,472,962 ▼	-2.6%	1,583,218	0.3%	Computer and Technology
PFE Pfizer	$241,099,317	$7,626,787 ▼	-3.1%	9,087,804	0.3%	Medical
CAT Caterpillar	$236,909,314	$4,575,839 ▼	-1.9%	653,025	0.2%	Industrials
SF Stifel Financial	$228,807,414	$12,977,301 ▼	-5.4%	2,156,932	0.2%	Finance
TGT Target	$222,660,918	$5,729,778 ▲	2.6%	1,647,094	0.2%	Retail/Wholesale
TSLA Tesla	$222,485,810	$13,943,400 ▲	6.7%	550,925	0.2%	Auto/Tires/Trucks
PM Philip Morris International	$222,023,637	$1,918,141 ▼	-0.9%	1,844,814	0.2%	Consumer Staples
SYK Stryker	$219,760,480	$5,374,687 ▲	2.5%	610,336	0.2%	Medical
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$213,735,442	$45,314,183 ▲	26.9%	4,250,905	0.2%	Manufacturing
ABT Abbott Laboratories	$208,796,617	$33,525,128 ▼	-13.8%	1,845,917	0.2%	Medical
RTX RTX	$208,642,702	$2,313,402 ▲	1.1%	1,802,962	0.2%	Aerospace

Showing largest 100 holdings. View all holdings.

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Stifel Financial Top Holdings and 13F Report (2025)

About Stifel Financial

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Stifel Financial Top Holdings and 13F Report (2025)

About Stifel Financial

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofStifel Financial

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools