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Stifel Financial (SF) Institutional Ownership

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$104.49 +2.22 (+2.17%)
(As of 12/20/2024 05:31 PM ET)

Institutional Ownership Changes (13F Filings) for Stifel Financial (NYSE:SF)

Current
Institutional Ownership
Percentage
82.01%
Number of
Institutional Buyers
(last 12 months)
187
Total
Institutional Inflows
(last 12 months)
$564.32M
Number of
Institutional Sellers
(last 12 months)
141
Total
Institutional Outflows
(last 12 months)
$353.74M
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SF Institutional Buying and Selling by Quarter

Stifel Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Principal Financial Group Inc.1,006,574$94.52M0.1%-2.8%0.983%
12/13/2024 B. Riley Wealth Advisors Inc.7,344$690K0.0%-42.2%0.007%
12/6/2024 Retirement Systems of Alabama291,775$27.40M0.1%-0.7%0.285%
11/27/2024 Franklin Resources Inc.44,113$4.34M0.0%+9.7%0.043%
11/25/2024 Tidal Investments LLC3,877$364K0.0%+13.7%0.004%
11/25/2024 Sanctuary Advisors LLC49,113$4.61M0.0%+1.8%0.048%
11/18/2024 Rehmann Capital Advisory Group3,234$306K0.0%+4.9%0.003%
11/18/2024 TD Private Client Wealth LLC2,708$254K0.0%+27.0%0.003%
11/18/2024 Teachers Retirement System of The State of Kentucky57,019$5.36M0.0%-16.9%0.056%
11/18/2024 Coldstream Capital Management Inc.12,392$1.17M0.0%+5.3%0.012%
11/16/2024 Geode Capital Management LLC1,696,605$159.36M0.0%+1.2%1.658%
11/15/2024 M&T Bank Corp2,645$248K0.0%+9.5%0.003%
11/15/2024 Barclays PLC107,397$10.09M0.0%+62.2%0.105%
11/15/2024 Tanaka Capital Management Inc.15,721$1.48M3.4%-0.6%0.015%
11/15/2024 Public Employees Retirement System of Ohio40,060$3.76M0.0%+2.7%0.039%
11/15/2024 MML Investors Services LLC28,521$2.68M0.0%+3.0%0.028%
11/15/2024 First National Bank of Omaha35,023$3.29M0.2%-1.5%0.034%
11/15/2024 Orion Portfolio Solutions LLC47,888$4.50M0.1%-2.8%0.047%
11/15/2024 Castleark Management LLC76,830$7.21M0.3%-3.5%0.075%
11/15/2024 Kovitz Investment Group Partners LLC3,962$360K0.0%+23.6%0.004%
11/15/2024 Wellington Management Group LLP1,958,709$183.92M0.0%+78.3%1.914%
11/15/2024 State Street Corp3,122,342$293.19M0.0%+1.0%3.051%
11/15/2024 Stifel Financial Corp2,279,267$214.02M0.2%+1.5%2.227%
11/15/2024 Systematic Financial Management LP404,416$37.98M1.0%+7.9%0.395%
11/15/2024 Quantinno Capital Management LP37,684$3.54M0.0%+21.1%0.037%
11/15/2024 Integrated Wealth Concepts LLC2,930$275K0.0%-6.7%0.003%
11/15/2024 Hotchkis & Wiley Capital Management LLC470,774$44.21M0.1%-9.0%0.460%
11/15/2024 Cinctive Capital Management LP12,656$1.19M0.1%N/A0.012%
11/14/2024 Verition Fund Management LLC4,096$385K0.0%N/A0.004%
11/14/2024 Captrust Financial Advisors31,343$2.94M0.0%+6.1%0.031%
11/14/2024 Icon Wealth Advisors LLC2,362$222K0.0%N/A0.002%
11/14/2024 Martingale Asset Management L P3,042$286K0.0%-95.1%0.003%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC278,344$26.14M0.0%+0.3%0.272%
11/14/2024 MetLife Investment Management LLC52,927$4.97M0.0%-1.8%0.052%
11/13/2024 Glenmede Trust Co. NA229,187$21.52M0.1%-1.5%0.224%
11/13/2024 Bridgewater Associates LP10,816$1.02M0.0%-22.5%0.011%
11/13/2024 Townsquare Capital LLC3,790$356K0.0%N/A0.004%
11/13/2024 BNP Paribas Financial Markets9,968$936K0.0%+28.5%0.010%
11/13/2024 FMR LLC7,956,412$747.11M0.0%+18.8%7.774%
11/13/2024 The Manufacturers Life Insurance Company85,653$8.04M0.0%-2.2%0.084%
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11/13/2024 Bank of Montreal Can54,863$5.14M0.0%+6.0%0.054%
11/13/2024 Loomis Sayles & Co. L P170,818$16.04M0.0%-6.2%0.167%
11/13/2024 Harvest Fund Management Co. Ltd490$46K0.0%-83.2%0.000%
11/13/2024Fisher Asset Management LLC1,464,421$137.51M0.1%+4.7%1.431%
11/12/2024Larson Financial Group LLC5,423$509K0.0%+4,308.9%0.005%
11/12/2024 Pitcairn Co.7,005$658K0.0%-12.8%0.007%
11/12/2024 Algert Global LLC92,685$8.70M0.2%+10.1%0.091%
11/12/2024 Kingsview Wealth Management LLC2,920$274K0.0%N/A0.003%
11/12/2024 Cerity Partners LLC40,303$3.78M0.0%+23.3%0.039%
11/12/2024 Studio Investment Management LLC6,897$648K0.1%-1.6%0.007%
11/12/2024 Icon Wealth Advisors LLC130,880$12.29M0.5%N/A0.128%
11/12/2024 Charles Schwab Investment Management Inc.1,247,016$117.10M0.0%+0.1%1.218%
11/12/2024 Integrated Investment Consultants LLC5,186$487K0.0%-3.7%0.005%
11/8/2024 Commerce Bank20,263$1.90M0.0%-1.5%0.020%
11/8/2024 Kraft Davis & Associates LLC2,198$228K0.1%N/A0.002%
11/7/2024 Caprock Group LLC2,824$265K0.0%+9.5%0.003%
11/7/2024 Pathstone Holdings LLC47,893$4.50M0.0%+0.8%0.047%
11/7/2024 AMG National Trust Bank20,372$1.91M0.1%-3.6%0.020%
11/7/2024 Swiss National Bank200,113$18.79M0.0%-1.0%0.195%
11/7/2024 Thrivent Financial for Lutherans50,932$4.78M0.0%-1.3%0.050%
11/6/2024 Mutual of America Capital Management LLC94,598$8.88M0.1%-4.2%0.092%
11/6/2024 Natixis Advisors LLC69,982$6.57M0.0%+14.4%0.068%
11/6/2024 CIBC Asset Management Inc3,019$283K0.0%+3.5%0.003%
11/6/2024 OneDigital Investment Advisors LLC4,954$465K0.0%+3.5%0.005%
11/6/2024 Metis Global Partners LLC2,340$220K0.0%-8.8%0.002%
11/6/2024 Curi RMB Capital LLC69,301$6.51M0.1%+15.7%0.068%
11/6/2024 Zions Bancorporation N.A.27,034$2.54M0.2%+19.3%0.026%
11/6/2024 KBC Group NV2,855$268K0.0%+11.5%0.003%
11/6/2024 Oppenheimer Asset Management Inc.72,823$6.84M0.1%-38.7%0.071%
11/5/2024 Chase Investment Counsel Corp42,003$3.94M1.3%+2.6%0.041%
11/5/2024 Victory Capital Management Inc.73,792$6.93M0.0%-34.4%0.072%
11/5/2024 GSA Capital Partners LLP2,506$235K0.0%N/A0.002%
11/4/2024 Diamond Hill Capital Management Inc.342,542$32.17M0.1%-4.3%0.334%
11/4/2024 Los Angeles Capital Management LLC305,055$28.65M0.1%+2.9%0.298%
11/4/2024 Meritage Portfolio Management7,005$658K0.0%+9.3%0.007%
11/4/2024 Crossmark Global Holdings Inc.7,068$664K0.0%+12.8%0.007%
11/1/2024 Atria Investments Inc19,037$1.79M0.0%-10.1%0.019%
11/1/2024 Assetmark Inc.26,373$2.48M0.0%+6.6%0.026%
11/1/2024 AEGON ASSET MANAGEMENT UK Plc271,680$25.51M0.3%+0.6%0.265%
11/1/2024 Fiera Capital Corp657,814$61.77M0.2%-3.1%0.642%
10/31/2024 Principal Financial Group Inc.1,006,574$94.52M0.1%-2.8%0.982%
10/30/2024 Radnor Capital Management LLC4,757$447K0.1%N/A0.005%
10/30/2024 Amalgamated Bank48,728$4.58M0.0%-18.3%0.048%
10/30/2024 QRG Capital Management Inc.17,032$1.60M0.0%+9.2%0.017%
10/29/2024 Van ECK Associates Corp53,771$5.44M0.0%+40.0%0.052%
10/29/2024 Harbor Capital Advisors Inc.52,648$4.94M0.2%+99.2%0.051%
10/29/2024 Farther Finance Advisors LLC1,201$113K0.0%+148.1%0.001%
10/28/2024 New York State Common Retirement Fund673,697$63.26M0.1%-6.9%0.657%
10/28/2024 US Bancorp DE54,478$5.12M0.0%+2.7%0.053%
10/28/2024 Measured Wealth Private Client Group LLC5,598$526K0.2%+28.2%0.005%
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10/25/2024 First Trust Direct Indexing L.P.2,915$274K0.0%+8.5%0.003%
10/25/2024 New York State Teachers Retirement System141,876$13.32M0.0%-1.6%0.138%
10/25/2024 Integrated Advisors Network LLC48,379$4.54M0.2%-5.0%0.047%
10/24/2024 Tributary Capital Management LLC12,603$1.18M0.1%+1.0%0.012%
10/24/2024 State of Alaska Department of Revenue36,642$3.44M0.0%+2.2%0.036%
10/24/2024 Wealth Enhancement Advisory Services LLC4,669$438K0.0%-23.4%0.005%
10/23/2024 Louisiana State Employees Retirement System28,400$2.67M0.0%-2.1%0.028%
10/23/2024 Trueblood Wealth Management LLC2,595$244K0.1%-14.5%0.003%
10/23/2024 Busey Bank3,006$282K0.0%+7.0%0.003%
10/23/2024 Assenagon Asset Management S.A.16,770$1.58M0.0%-68.3%0.016%
(Data available from 1/1/2016 forward)

SF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SF shares?

During the previous two years, 373 institutional investors and hedge funds held shares of Stifel Financial. The most heavily invested institutionals were Vanguard Group Inc. ($817.79M), FMR LLC ($747.11M), BlackRock Inc. ($596.47M), Capital Research Global Investors ($476.37M), State Street Corp ($293.19M), Earnest Partners LLC ($248.59M), and Stifel Financial Corp ($214.02M).Learn more on SF's institutional investors.

What percentage of Stifel Financial stock is owned by institutional investors?

82.01% of Stifel Financial stock is owned by institutional investors. Learn more on SF's institutional investor holdings.

Which institutional investors have been buying Stifel Financial stock?

Of the 296 institutional investors that purchased Stifel Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($2.70M), LSV Asset Management ($2.04M), Norges Bank ($1.22M), Assenagon Asset Management S.A. ($863.13K), Wellington Management Group LLP ($860.47K), Principal Financial Group Inc. ($696.89K), and Fiera Capital Corp ($472.88K).

How much institutional buying is happening at Stifel Financial?

Institutional investors have bought a total of 18,140,263 shares in the last 24 months. This purchase volume represents approximately $1.24B in transactions.

Which Stifel Financial major shareholders have been selling company stock?

Of the 214 institutional investors that sold Stifel Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Marshall Wace LLP ($1.29M), Assenagon Asset Management S.A. ($1.02M), Allspring Global Investments Holdings LLC ($883.61K), BlackRock Inc. ($878.39K), Millennium Management LLC ($765.25K), Fisher Asset Management LLC ($636.25K), and Macquarie Group Ltd. ($555.61K).

How much institutional selling is happening at Stifel Financial?

Institutional investors have sold a total of 12,799,811 shares in the last 24 months. This volume of shares sold represents approximately $846.36M in transactions.



This page (NYSE:SF) was last updated on 12/21/2024 by MarketBeat.com Staff
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