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Stifel Financial (SF) Institutional Ownership

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$86.09 +1.76 (+2.09%)
As of 11:50 AM Eastern
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Institutional Ownership Changes (13F Filings) for Stifel Financial (NYSE:SF)

Current
Institutional Ownership
Percentage
82.01%
Number of
Institutional Buyers
(last 12 months)
263
Total
Institutional Inflows
(last 12 months)
$1.05B
Number of
Institutional Sellers
(last 12 months)
184
Total
Institutional Outflows
(last 12 months)
$712.97M
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SF Institutional Buying and Selling by Quarter

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Stifel Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Integrated Advisors Network LLC2,319$219K0.0%-94.9%0.002%
4/15/2025SG Americas Securities LLC8,605$811K0.0%+136.9%0.008%
4/15/2025 GAMMA Investing LLC4,509$425K0.0%+401.0%0.004%
4/14/2025Harbor Capital Advisors Inc.51,957$4.90M0.2%+26.1%0.050%
4/14/2025Pallas Capital Advisors LLC6,606$623K0.0%N/A0.006%
4/14/2025Farther Finance Advisors LLC1,169$111K0.0%+251.1%0.001%
4/14/2025Wedge Capital Management L L P NC22,568$2.13M0.0%+28.0%0.022%
4/14/2025Park Avenue Securities LLC18,748$1.77M0.0%+0.9%0.018%
4/14/2025Bank of New Hampshire9,539$899K0.2%N/A0.009%
4/14/2025UMB Bank n.a.1,622$153K0.0%+50.2%0.002%
4/14/2025Sivia Capital Partners LLC2,497$235K0.1%N/A0.002%
4/10/2025 AEGON ASSET MANAGEMENT UK Plc416,693$39.24M0.6%+54.7%0.402%
4/9/2025 Fulton Bank N.A.4,800$452K0.0%-3.6%0.005%
4/9/2025 Merit Financial Group LLC12,042$1.14M0.0%+522.0%0.012%
4/9/2025 NBC Securities Inc.279$26K0.0%N/A0.000%
4/8/2025 Rhumbline Advisers268,170$25.28M0.0%-0.3%0.258%
4/8/2025 Delphi Management Inc. MA13,698$1.29M1.3%-9.2%0.013%
4/8/2025 Parallel Advisors LLC3,170$299K0.0%+9.8%0.003%
4/7/2025 GAMMA Investing LLC425,018$40.06M0.0%+47,124.2%0.410%
4/3/2025 Versant Capital Management Inc1,010$95K0.0%+121.0%0.001%
4/1/2025 MassMutual Private Wealth & Trust FSB331$31K0.0%+123.6%0.000%
3/18/2025California State Teachers Retirement System95,683$10.15M0.0%-1.1%0.092%
3/18/2025111 Capital4,730$502K0.1%N/A0.005%
3/17/2025Wealth Enhancement Advisory Services LLC5,427$576K0.0%+16.2%0.005%
2/25/2025B. Riley Wealth Advisors Inc.6,479$687K0.0%-11.8%0.006%
2/25/2025Integrated Advisors Network LLC45,294$4.81M0.2%-6.4%0.044%
2/20/2025Mackenzie Financial Corp12,687$1.35M0.0%N/A0.012%
2/20/2025Forum Financial Management LP3,219$341K0.0%+24.4%0.003%
2/19/2025Formidable Asset Management LLC2,700$286K0.0%-27.0%0.003%
2/19/2025Public Employees Retirement System of Ohio37,515$3.98M0.0%-6.4%0.037%
2/18/2025US Asset Management LLC2,349$249K0.2%N/A0.002%
2/18/2025Palisades Investment Partners LLC29,724$3.15M1.3%+9.2%0.029%
2/18/2025Castleark Management LLC73,660$7.81M0.3%-4.1%0.072%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC315,655$33.49M0.0%+13.4%0.308%
2/17/2025Voloridge Investment Management LLC16,618$1.76M0.0%N/A0.016%
2/17/2025iSAM Funds UK Ltd6,728$714K0.5%N/A0.007%
2/17/2025Vident Advisory LLC2,365$251K0.0%-10.4%0.002%
2/17/2025Squarepoint Ops LLC41,560$4.41M0.0%-70.8%0.041%
2/17/2025Twinbeech Capital LP70,026$7.43M0.1%N/A0.068%
2/17/2025Two Sigma Advisers LP20,138$2.14M0.0%N/A0.020%
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2/17/2025Two Sigma Investments LP106,450$11.29M0.0%N/A0.104%
2/17/2025Tidal Investments LLC4,682$497K0.0%+20.8%0.005%
2/17/2025Studio Investment Management LLC6,617$702K0.1%-4.1%0.006%
2/17/2025Systematic Financial Management LP415,321$44.06M1.1%+2.7%0.406%
2/17/2025Snowden Capital Advisors LLC8,436$895K0.0%+2.0%0.008%
2/17/2025Sherbrooke Park Advisers LLC3,190$338K0.1%N/A0.003%
2/17/2025Silvercrest Asset Management Group LLC992,588$105.29M0.7%-16.1%0.970%
2/17/2025Point72 Asia Singapore Pte. Ltd.577$61K0.0%N/A0.001%
2/17/2025Point72 Hong Kong Ltd1,583$168K0.0%N/A0.002%
2/17/2025Prana Capital Management LP32,909$3.49M0.2%N/A0.032%
2/17/2025ProShare Advisors LLC4,788$508K0.0%+7.1%0.005%
2/17/2025Quantinno Capital Management LP38,229$4.06M0.0%+1.4%0.037%
2/17/2025Man Group plc29,800$3.16M0.0%-5.2%0.029%
2/17/2025Nomura Holdings Inc.13,581$1.44M0.0%N/A0.013%
2/17/2025NorthRock Partners LLC5,762$611K0.0%N/A0.006%
2/17/2025Nuveen Asset Management LLC318,698$33.81M0.0%-18.8%0.311%
2/17/2025OMERS ADMINISTRATION Corp8,400$891K0.0%N/A0.008%
2/17/2025Millennium Management LLC1,075,770$114.12M0.1%-8.6%1.051%
2/17/2025Lazard Asset Management LLC127,312$13.50M0.0%+18.3%0.124%
2/17/2025Lighthouse Investment Partners LLC99,187$10.52M0.3%N/A0.097%
2/17/2025Focus Partners Wealth22,257$2.36M0.0%N/A0.022%
2/17/2025Ethic Inc.6,935$736K0.0%-2.0%0.007%
2/17/2025FORA Capital LLC6,339$672K0.1%N/A0.006%
2/17/2025FJ Capital Management LLC29,286$3.11M0.4%-22.3%0.029%
2/17/2025Clark Capital Management Group Inc.12,433$1.32M0.0%+7.2%0.012%
2/17/2025Deutsche Bank AG8,353$886K0.0%+5.7%0.008%
2/17/2025D. E. Shaw & Co. Inc.37,068$3.93M0.0%-49.2%0.036%
2/17/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main1,918$203K0.0%-64.7%0.002%
2/17/2025Cubist Systematic Strategies LLC35,124$3.73M0.0%N/A0.034%
2/17/2025Cetera Investment Advisers11,161$1.18M0.0%+13.3%0.011%
2/17/2025Centiva Capital LP5,741$609K0.0%N/A0.006%
2/17/2025Bridgefront Capital LLC5,360$569K0.2%N/A0.005%
2/17/2025Captrust Financial Advisors29,355$3.11M0.0%-6.3%0.029%
2/17/2025Caxton Associates LP3,144$334K0.0%N/A0.003%
2/17/2025Balyasny Asset Management L.P.30,925$3.28M0.0%-90.3%0.030%
2/17/2025Beverly Hills Private Wealth LLC31,417$3.33M0.7%+4.6%0.031%
2/17/2025Bank of America Corp DE1,030,348$109.30M0.0%+2.9%1.007%
2/17/2025BNP Paribas Financial Markets38,448$4.08M0.0%+285.7%0.038%
2/17/2025Ameriprise Financial Inc.132,341$14.04M0.0%-2.2%0.129%
2/17/2025Algert Global LLC54,402$5.77M0.1%-41.3%0.053%
2/17/2025Ancora Advisors LLC132,078$14.01M0.3%-0.4%0.129%
2/14/2025Mercer Global Advisors Inc. ADV9,068$962K0.0%-10.5%0.009%
2/14/2025Freestone Grove Partners LP38,656$4.10M0.1%N/A0.038%
2/14/2025Rehmann Capital Advisory Group3,565$378K0.0%+10.2%0.003%
2/14/2025Comerica Bank42,358$4.49M0.0%-5.1%0.041%
2/14/2025Schonfeld Strategic Advisors LLC74,449$7.90M0.0%+159.6%0.073%
2/14/2025AQR Capital Management LLC334,171$35.45M0.0%+1.4%0.326%
2/14/2025Northern Trust Corp1,128,978$119.76M0.0%+14.8%1.103%
2/14/2025The Manufacturers Life Insurance Company 82,801$8.78M0.0%-3.3%0.081%
2/14/2025Quarry LP459$49K0.0%N/A0.000%
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2/14/2025Earnest Partners LLC2,948,476$312.77M1.4%-0.8%2.881%
2/14/2025Coldstream Capital Management Inc.12,185$1.29M0.0%-1.7%0.012%
2/14/2025Kovitz Investment Group Partners LLC4,460$473K0.0%+12.6%0.004%
2/14/2025Hancock Whitney Corp7,541$800K0.0%+1.3%0.007%
2/14/2025Voya Investment Management LLC12,062$1.28M0.0%-6.6%0.012%
2/14/2025Integrated Wealth Concepts LLC2,823$299K0.0%-3.7%0.003%
2/14/2025Fuller & Thaler Asset Management Inc.1,301,801$138.10M0.5%-26.3%1.272%
2/14/2025T. Rowe Price Investment Management Inc.917,264$97.30M0.1%-14.5%0.896%
2/14/2025Price T Rowe Associates Inc. MD63,376$6.72M0.0%+13.9%0.062%
2/14/2025Pinebridge Investments L.P.22,771$2.42M0.0%+42.7%0.022%
(Data available from 1/1/2016 forward)

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SF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SF shares?

During the previous two years, 447 institutional investors and hedge funds held shares of Stifel Financial. The most heavily invested institutionals were Vanguard Group Inc. ($1.10B), FMR LLC ($915.35M), BlackRock Inc. ($596.47M), Capital Research Global Investors ($368.60M), Earnest Partners LLC ($312.77M), State Street Corp ($293.19M), and Alliancebernstein L.P. ($281.28M).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 354 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 ($3.38M), Norges Bank ($2.52M), LSV Asset Management ($2.04M), Wellington Management Group LLP ($1.49M), Principal Financial Group Inc. ($669.21K), Fiera Capital Corp ($472.88K), and GW&K Investment Management LLC ($442.82K).

How much institutional buying is happening at Stifel Financial?

Institutional investors have bought a total of 22,704,836 shares in the last 24 months. This purchase volume represents approximately $1.79B in transactions.

Which Stifel Financial major shareholders have been selling company stock?

Of the 252 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 ($1.43M), Assenagon Asset Management S.A. ($1.02M), LSV Asset Management ($1.00M), BlackRock Inc. ($878.39K), Millennium Management LLC ($865.90K), Dimensional Fund Advisors LP ($612.80K), and Fisher Asset Management LLC ($573.37K).

How much institutional selling is happening at Stifel Financial?

Institutional investors have sold a total of 15,140,266 shares in the last 24 months. This volume of shares sold represents approximately $1.20B in transactions.



This page (NYSE:SF) was last updated on 4/15/2025 by MarketBeat.com Staff
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