Stifel Financial Top Holdings and 13F Report (2024)

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 $95.36 billion in total holdings as of September 30, 2024.
Stifel Financial owns shares of 3,365 different stocks, but just 291 companies or ETFs make up 80% of its holdings.
Approximately 5.48% of the portfolio was purchased this quarter.
About 3.44% of the portfolio was sold this quarter.
This quarter, Stifel Financial has purchased 3,362 new stocks and bought additional shares in 1,676 stocks.
Stifel Financial sold shares of 1,449 stocks and completely divested from 149 stocks this quarter.

Largest Holdings

Microsoft: $3,079,368,480
Apple: $2,745,211,454
NVIDIA: $2,247,815,844
Amazon.com: $1,530,502,831
Alphabet: $1,048,225,128

Largest New Holdings this Quarter

TE CONNECTIVITY PLC: $65,433,483 Holding
Invesco S&P SmallCap Quality ETF: $44,022,820 Holding
BondBloxx Bloomberg One Year Target Duration US Treasury ETF: $19,670,384 Holding
FERGUSON ENTERPRISES INC: $17,301,613 Holding
SPDR Russell 1000 Low Volatility Focus ETF: $13,389,212 Holding

Largest Purchases this Quarter

Broadcom: 4,497,783 shares (about $775.88M)
Republic Services: 1,477,255 shares (about $296.69M)
Elevance Health: 538,978 shares (about $280.28M)
Cintas: 1,027,395 shares (about $211.52M)
iShares Core U.S. Aggregate Bond ETF: 1,253,438 shares (about $126.94M)

Largest Sales this Quarter

LINDE PLC: 1,055,672 shares (about $503.47M)
Starbucks: 3,665,909 shares (about $357.41M)
iShares Core S&P Total U.S. Stock Market ETF: 1,606,604 shares (about $201.82M)
iShares Russell 1000 Growth ETF: 256,817 shares (about $96.41M)
Pacer US Small Cap Cash Cows 100 ETF: 1,937,750 shares (about $90.14M)

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	$3,079,368,480	$4,403,865 ▲	0.1%	7,156,045	3.2%	Computer and Technology
AAPL Apple	$2,745,211,454	$25,555,144 ▲	0.9%	11,781,730	2.9%	Computer and Technology
NVDA NVIDIA	$2,247,815,844	$24,914,664 ▲	1.1%	18,509,567	2.4%	Computer and Technology
AMZN Amazon.com	$1,530,502,831	$8,179,898 ▲	0.5%	8,213,926	1.6%	Retail/Wholesale
GOOGL Alphabet	$1,048,225,128	$18,670,546 ▼	-1.7%	6,320,158	1.1%	Computer and Technology
V Visa	$1,043,643,943	$2,191,705 ▲	0.2%	3,795,623	1.1%	Business Services
HD Home Depot	$1,023,574,566	$1,633,467 ▼	-0.2%	2,525,933	1.1%	Retail/Wholesale
WMT Walmart	$1,008,788,528	$27,267,235 ▼	-2.6%	12,492,636	1.1%	Retail/Wholesale
UNH UnitedHealth Group	$975,666,586	$17,521,094 ▼	-1.8%	1,668,553	1.0%	Medical
PEP PepsiCo	$923,620,823	$19,954,423 ▲	2.2%	5,431,353	1.0%	Consumer Staples
SPY SPDR S&P 500 ETF Trust	$874,989,751	$6,929,951 ▼	-0.8%	1,524,993	0.9%	Finance
JPM JPMorgan Chase & Co.	$868,818,056	$22,081,995 ▼	-2.5%	4,120,257	0.9%	Finance
AVGO Broadcom	$863,759,864	$775,879,895 ▲	882.9%	5,007,224	0.9%	Computer and Technology
MRK Merck & Co., Inc.	$796,543,781	$926,655 ▲	0.1%	7,014,255	0.8%	Medical
VOO Vanguard S&P 500 ETF	$768,369,726	$10,917,971 ▲	1.4%	1,456,092	0.8%	ETF
PG Procter & Gamble	$765,385,277	$1,714,888 ▲	0.2%	4,418,994	0.8%	Consumer Staples
IEFA iShares Core MSCI EAFE ETF	$753,663,343	$20,066,930 ▲	2.7%	9,656,141	0.8%	ETF
JNJ Johnson & Johnson	$744,966,788	$24,712,202 ▲	3.4%	4,596,738	0.8%	Medical
IVW iShares S&P 500 Growth ETF	$715,775,083	$2,160,613 ▲	0.3%	7,475,408	0.8%	ETF
LMT Lockheed Martin	$708,466,416	$10,410,542 ▼	-1.4%	1,211,816	0.7%	Aerospace
META Meta Platforms	$701,478,340	$28,513,397 ▲	4.2%	1,225,362	0.7%	Computer and Technology
ACN Accenture	$668,974,242	$10,071,684 ▲	1.5%	1,892,409	0.7%	Computer and Technology
LLY Eli Lilly and Company	$659,307,073	$12,337,731 ▲	1.9%	744,128	0.7%	Medical
COST Costco Wholesale	$654,956,611	$21,918,874 ▼	-3.2%	738,627	0.7%	Retail/Wholesale
AGG iShares Core U.S. Aggregate Bond ETF	$650,227,693	$126,936,094 ▲	24.3%	6,420,712	0.7%	Finance
KO Coca-Cola	$611,454,020	$11,217,448 ▲	1.9%	8,508,939	0.6%	Consumer Staples
TXN Texas Instruments	$595,764,978	$3,320,483 ▼	-0.6%	2,884,016	0.6%	Computer and Technology
GOOG Alphabet	$577,088,108	$12,752,848 ▼	-2.2%	3,451,619	0.6%	Computer and Technology
UNP Union Pacific	$565,024,600	$4,516,801 ▲	0.8%	2,292,347	0.6%	Transportation
ADP Automatic Data Processing	$530,521,288	$3,138,264 ▲	0.6%	1,917,019	0.6%	Business Services
MDT Medtronic	$525,959,904	$14,828,021 ▲	2.9%	5,842,020	0.6%	Medical
CL Colgate-Palmolive	$520,734,615	$1,411,613 ▼	-0.3%	5,016,212	0.5%	Consumer Staples
CSCO Cisco Systems	$504,322,134	$826,349 ▼	-0.2%	9,476,157	0.5%	Computer and Technology
ABBV AbbVie	$494,035,241	$5,536,619 ▼	-1.1%	2,501,666	0.5%	Medical
IVE iShares S&P 500 Value ETF	$490,670,044	$12,001,360 ▲	2.5%	2,488,560	0.5%	ETF
CMI Cummins	$487,506,706	$4,592,314 ▼	-0.9%	1,505,626	0.5%	Auto/Tires/Trucks
APD Air Products and Chemicals	$486,342,729	$5,719,521 ▲	1.2%	1,633,381	0.5%	Basic Materials
WM Waste Management	$486,219,421	$1,795,132 ▼	-0.4%	2,342,078	0.5%	Business Services
BRK.B Berkshire Hathaway	$484,726,456	$21,517,173 ▲	4.6%	1,053,157	0.5%	Finance
EMR Emerson Electric	$483,096,553	$4,878,379 ▼	-1.0%	4,417,049	0.5%	Industrial Products
TSCO Tractor Supply	$480,468,915	$618,247 ▲	0.1%	1,651,437	0.5%	Retail/Wholesale
IWF iShares Russell 1000 Growth ETF	$469,910,570	$96,406,841 ▼	-17.0%	1,251,789	0.5%	ETF
ETN Eaton	$468,077,254	$4,759,026 ▼	-1.0%	1,412,191	0.5%	Industrial Products
ITW Illinois Tool Works	$460,532,960	$4,491,732 ▲	1.0%	1,757,245	0.5%	Industrial Products
XOM Exxon Mobil	$454,532,417	$14,141,377 ▲	3.2%	3,877,581	0.5%	Oils/Energy
AMGN Amgen	$453,953,442	$17,030,504 ▼	-3.6%	1,408,760	0.5%	Medical
CHD Church & Dwight	$449,830,416	$2,262,699 ▲	0.5%	4,295,527	0.5%	Consumer Staples
GWW W.W. Grainger	$445,668,646	$3,802,332 ▼	-0.8%	428,986	0.5%	Industrial Products
APH Amphenol	$441,110,165	$15,965,786 ▼	-3.5%	6,769,637	0.5%	Computer and Technology
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$433,339,128	$22,789,632 ▲	5.6%	4,719,955	0.5%	ETF
CVX Chevron	$428,983,418	$16,221,988 ▼	-3.6%	2,912,816	0.4%	Oils/Energy
QQQ Invesco QQQ	$425,324,438	$1,255,472 ▲	0.3%	871,333	0.4%	Finance
IBM International Business Machines	$424,957,920	$2,060,534 ▲	0.5%	1,922,127	0.4%	Computer and Technology
IVV iShares Core S&P 500 ETF	$419,063,611	$16,622,765 ▼	-3.8%	726,483	0.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$418,108,241	$20,915,414 ▲	5.3%	7,917,192	0.4%	ETF
TMO Thermo Fisher Scientific	$412,603,485	$4,328,465 ▲	1.1%	666,977	0.4%	Medical
ADBE Adobe	$394,833,531	$7,747,022 ▲	2.0%	762,551	0.4%	Computer and Technology
TJX TJX Companies	$385,563,253	$9,111,520 ▼	-2.3%	3,280,253	0.4%	Retail/Wholesale
CLX Clorox	$380,370,334	$6,185,266 ▲	1.7%	2,334,826	0.4%	Consumer Staples
ELV Elevance Health	$370,793,526	$280,283,289 ▲	309.7%	713,027	0.4%	Medical
IWD iShares Russell 1000 Value ETF	$369,622,537	$13,402,204 ▲	3.8%	1,947,425	0.4%	ETF
RSG Republic Services	$364,448,910	$296,693,551 ▲	437.9%	1,814,613	0.4%	Business Services
NOW ServiceNow	$346,112,814	$4,793,048 ▲	1.4%	386,981	0.4%	Computer and Technology
NFLX Netflix	$345,028,492	$7,677,876 ▲	2.3%	486,454	0.4%	Consumer Discretionary
BR Broadridge Financial Solutions	$342,855,584	$1,250,000 ▲	0.4%	1,594,415	0.4%	Business Services
MBB iShares MBS ETF	$340,165,118	$2,629,123 ▲	0.8%	3,550,412	0.4%	ETF
ORCL Oracle	$335,283,071	$5,796,540 ▲	1.8%	1,967,609	0.4%	Computer and Technology
MA Mastercard	$334,237,268	$11,316,542 ▲	3.5%	676,801	0.4%	Business Services
MCD McDonald's	$333,718,955	$5,626,602 ▲	1.7%	1,095,710	0.3%	Retail/Wholesale
NKE NIKE	$329,628,813	$18,631,702 ▲	6.0%	3,728,729	0.3%	Consumer Discretionary
PANW Palo Alto Networks	$328,801,620	$1,672,767 ▲	0.5%	961,972	0.3%	Computer and Technology
CRM Salesforce	$328,168,295	$8,263,025 ▼	-2.5%	1,198,885	0.3%	Computer and Technology
BHVN Biohaven	$325,267,773	$1,433,339 ▲	0.4%	6,509,261	0.3%	Medical
HON Honeywell International	$323,406,536	$2,480,305 ▼	-0.8%	1,564,417	0.3%	Multi-Sector Conglomerates
VZ Verizon Communications	$289,963,255	$10,737,352 ▲	3.8%	6,456,541	0.3%	Computer and Technology
GPC Genuine Parts	$287,405,221	$3,494,103 ▲	1.2%	2,057,593	0.3%	Retail/Wholesale
CTAS Cintas	$284,557,804	$211,523,251 ▲	289.6%	1,382,133	0.3%	Industrial Products
NSC Norfolk Southern	$283,013,071	$13,840,355 ▲	5.1%	1,138,853	0.3%	Transportation
SPGI S&P Global	$280,726,632	$1,709,602 ▲	0.6%	543,357	0.3%	Business Services
LINDE PLC	$279,010,182	$503,465,173 ▼	-64.3%	585,032	0.3%	SHS
QCOM QUALCOMM	$276,397,200	$1,706,828 ▲	0.6%	1,625,353	0.3%	Computer and Technology
PFE Pfizer	$271,321,107	$19,918,393 ▲	7.9%	9,375,282	0.3%	Medical
QUAL iShares MSCI USA Quality Factor ETF	$268,539,157	$11,029,565 ▲	4.3%	1,497,670	0.3%	ETF
VUG Vanguard Growth ETF	$268,479,433	$1,661,097 ▲	0.6%	699,202	0.3%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$265,676,988	$8,092,320 ▲	3.1%	5,627,553	0.3%	ETF
CAT Caterpillar	$260,360,105	$2,094,966 ▼	-0.8%	665,638	0.3%	Industrial Products
NEE NextEra Energy	$252,945,206	$1,024,504 ▲	0.4%	2,992,372	0.3%	Utilities
INTU Intuit	$251,247,451	$992,457 ▲	0.4%	404,545	0.3%	Computer and Technology
TGT Target	$250,120,013	$8,232,545 ▲	3.4%	1,604,709	0.3%	Retail/Wholesale
VB Vanguard Small-Cap ETF	$248,726,893	$5,515,678 ▲	2.3%	1,048,538	0.3%	ETF
ABT Abbott Laboratories	$244,249,952	$9,283,715 ▲	4.0%	2,142,304	0.3%	Medical
VTV Vanguard Value ETF	$243,440,252	$11,373,655 ▲	4.9%	1,394,505	0.3%	ETF
PLD Prologis	$241,558,275	$4,621,518 ▲	2.0%	1,912,806	0.3%	Finance
ITOT iShares Core S&P Total U.S. Stock Market ETF	$239,272,005	$201,821,763 ▼	-45.8%	1,904,727	0.3%	ETF
DHR Danaher	$235,582,612	$3,118,311 ▲	1.3%	847,348	0.2%	Multi-Sector Conglomerates
VGT Vanguard Information Technology ETF	$228,841,661	$9,233,768 ▲	4.2%	390,136	0.2%	ETF
PM Philip Morris International	$225,894,640	$5,270,930 ▼	-2.3%	1,860,752	0.2%	Consumer Staples
VWO Vanguard FTSE Emerging Markets ETF	$223,508,019	$63,665,778 ▲	39.8%	4,671,006	0.2%	ETF
WMB Williams Companies	$221,118,413	$4,427,035 ▼	-2.0%	4,843,739	0.2%	Oils/Energy
RTX RTX	$216,028,180	$2,067,628 ▲	1.0%	1,782,971	0.2%	Aerospace

Showing largest 100 holdings. View all holdings.

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Stifel Financial Top Holdings and 13F Report (2024)

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 (2024)

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