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Stifel Financial (SF) Institutional Ownership

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$113.87 +2.03 (+1.82%)
As of 01/17/2025 03:59 PM 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)
189
Total
Institutional Inflows
(last 12 months)
$574.28M
Number of
Institutional Sellers
(last 12 months)
145
Total
Institutional Outflows
(last 12 months)
$348.84M
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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
1/17/2025 Wesbanco Bank Inc.31,600$3.35M0.1%-38.4%0.031%
1/17/2025 Janney Montgomery Scott LLC8,000$849K0.0%N/A0.008%
1/17/2025 SG Americas Securities LLC3,632$385K0.0%+115.4%0.004%
1/16/2025 Crossmark Global Holdings Inc.7,314$776K0.0%+3.5%0.007%
1/16/2025 UMB Bank n.a.1,080$115K0.0%+24.1%0.001%
1/16/2025 Trueblood Wealth Management LLC2,195$233K0.1%-15.4%0.002%
1/16/2025 Diversify Advisory Services LLC3,003$312K0.0%-7.5%0.003%
1/15/2025 HB Wealth Management LLC2,314$245K0.0%N/A0.002%
1/15/2025 Integrated Investment Consultants LLC5,635$598K0.0%+8.7%0.006%
1/15/2025 Merit Financial Group LLC1,936$205K0.0%N/A0.002%
1/15/2025 Wedge Capital Management L L P NC17,626$1.87M0.0%-11.5%0.017%
1/14/2025 Park Avenue Securities LLC18,584$1.97M0.0%+31.1%0.018%
1/14/2025 Assenagon Asset Management S.A.69,761$7.40M0.0%+316.0%0.068%
1/14/2025 Oak Thistle LLC3,831$406K0.1%N/A0.004%
1/13/2025 TT International Asset Management LTD26,018$2.76M0.4%N/A0.025%
1/10/2025 Harbor Capital Advisors Inc.41,200$4.37M0.2%-21.7%0.040%
1/10/2025 Hilltop National Bank1,150$122K0.0%-8.0%0.001%
1/10/2025 Wealth Enhancement Advisory Services LLC5,448$578K0.0%+16.7%0.005%
1/8/2025 First Hawaiian Bank12,403$1.32M0.0%-0.9%0.012%
1/8/2025 Fulton Bank N.A.4,978$528K0.0%-2.6%0.005%
1/3/2025 Everence Capital Management Inc.2,230$237K0.0%N/A0.002%
1/3/2025 GAMMA Investing LLC900$95K0.0%+78.9%0.001%
1/3/2025 Versant Capital Management Inc457$48K0.0%+46.5%0.000%
12/26/2024JPMorgan Chase & Co.205,920$19.34M0.0%-19.1%0.201%
12/19/2024Principal Financial Group Inc.1,006,574$94.52M0.1%-2.8%0.983%
12/13/2024B. Riley Wealth Advisors Inc.7,344$690K0.0%-42.2%0.007%
12/6/2024Retirement Systems of Alabama291,775$27.40M0.1%-0.7%0.285%
11/27/2024Franklin Resources Inc.44,113$4.34M0.0%+9.7%0.043%
11/25/2024Tidal Investments LLC3,877$364K0.0%+13.7%0.004%
11/25/2024Sanctuary Advisors LLC49,113$4.61M0.0%+1.8%0.048%
11/18/2024Rehmann Capital Advisory Group3,234$306K0.0%+4.9%0.003%
11/18/2024TD Private Client Wealth LLC2,708$254K0.0%+27.0%0.003%
11/18/2024Teachers Retirement System of The State of Kentucky57,019$5.36M0.0%-16.9%0.056%
11/18/2024Coldstream Capital Management Inc.12,392$1.17M0.0%+5.3%0.012%
11/16/2024Geode Capital Management LLC1,696,605$159.36M0.0%+1.2%1.658%
11/15/2024M&T Bank Corp2,645$248K0.0%+9.5%0.003%
11/15/2024Barclays PLC107,397$10.09M0.0%+62.2%0.105%
11/15/2024Tanaka Capital Management Inc.15,721$1.48M3.4%-0.6%0.015%
11/15/2024Public Employees Retirement System of Ohio40,060$3.76M0.0%+2.7%0.039%
11/15/2024MML Investors Services LLC28,521$2.68M0.0%+3.0%0.028%
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11/15/2024First National Bank of Omaha35,023$3.29M0.2%-1.5%0.034%
11/15/2024Orion Portfolio Solutions LLC47,888$4.50M0.1%-2.8%0.047%
11/15/2024Castleark Management LLC76,830$7.21M0.3%-3.5%0.075%
11/15/2024Kovitz Investment Group Partners LLC3,962$360K0.0%+23.6%0.004%
11/15/2024Wellington Management Group LLP1,958,709$183.92M0.0%+78.3%1.914%
11/15/2024State Street Corp3,122,342$293.19M0.0%+1.0%3.051%
11/15/2024Stifel Financial Corp2,279,267$214.02M0.2%+1.5%2.227%
11/15/2024Systematic Financial Management LP404,416$37.98M1.0%+7.9%0.395%
11/15/2024Quantinno Capital Management LP37,684$3.54M0.0%+21.1%0.037%
11/15/2024Integrated Wealth Concepts LLC2,930$275K0.0%-6.7%0.003%
11/15/2024Hotchkis & Wiley Capital Management LLC470,774$44.21M0.1%-9.0%0.460%
11/15/2024Cinctive Capital Management LP12,656$1.19M0.1%N/A0.012%
11/14/2024Verition Fund Management LLC4,096$385K0.0%N/A0.004%
11/14/2024Captrust Financial Advisors31,343$2.94M0.0%+6.1%0.031%
11/14/2024Icon Wealth Advisors LLC2,362$222K0.0%N/A0.002%
11/14/2024Martingale Asset Management L P3,042$286K0.0%-95.1%0.003%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC278,344$26.14M0.0%+0.3%0.272%
11/14/2024MetLife Investment Management LLC52,927$4.97M0.0%-1.8%0.052%
11/13/2024Glenmede Trust Co. NA229,187$21.52M0.1%-1.5%0.224%
11/13/2024Bridgewater Associates LP10,816$1.02M0.0%-22.5%0.011%
11/13/2024Townsquare Capital LLC3,790$356K0.0%N/A0.004%
11/13/2024BNP Paribas Financial Markets9,968$936K0.0%+28.5%0.010%
11/13/2024FMR LLC7,956,412$747.11M0.0%+18.8%7.774%
11/13/2024The Manufacturers Life Insurance Company85,653$8.04M0.0%-2.2%0.084%
11/13/2024Bank of Montreal Can54,863$5.14M0.0%+6.0%0.054%
11/13/2024Loomis Sayles & Co. L P170,818$16.04M0.0%-6.2%0.167%
11/13/2024Harvest 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%
11/12/2024Pitcairn Co.7,005$658K0.0%-12.8%0.007%
11/12/2024Algert Global LLC92,685$8.70M0.2%+10.1%0.091%
11/12/2024Kingsview Wealth Management LLC2,920$274K0.0%N/A0.003%
11/12/2024Cerity Partners LLC40,303$3.78M0.0%+23.3%0.039%
11/12/2024Studio Investment Management LLC6,897$648K0.1%-1.6%0.007%
11/12/2024Icon Wealth Advisors LLC130,880$12.29M0.5%N/A0.128%
11/12/2024Charles 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%
11/8/2024Commerce Bank20,263$1.90M0.0%-1.5%0.020%
11/8/2024Kraft Davis & Associates LLC2,198$228K0.1%N/A0.002%
11/7/2024Caprock Group LLC2,824$265K0.0%+9.5%0.003%
11/7/2024Pathstone Holdings LLC47,893$4.50M0.0%+0.8%0.047%
11/7/2024AMG National Trust Bank20,372$1.91M0.1%-3.6%0.020%
11/7/2024Swiss National Bank200,113$18.79M0.0%-1.0%0.195%
11/7/2024Thrivent Financial for Lutherans50,932$4.78M0.0%-1.3%0.050%
11/6/2024Mutual of America Capital Management LLC94,598$8.88M0.1%-4.2%0.092%
11/6/2024Natixis Advisors LLC69,982$6.57M0.0%+14.4%0.068%
11/6/2024CIBC Asset Management Inc3,019$283K0.0%+3.5%0.003%
11/6/2024OneDigital Investment Advisors LLC4,954$465K0.0%+3.5%0.005%
11/6/2024Metis Global Partners LLC2,340$220K0.0%-8.8%0.002%
11/6/2024Curi RMB Capital LLC69,301$6.51M0.1%+15.7%0.068%
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11/6/2024Zions Bancorporation N.A.27,034$2.54M0.2%+19.3%0.026%
11/6/2024KBC Group NV2,855$268K0.0%+11.5%0.003%
11/6/2024Oppenheimer Asset Management Inc.72,823$6.84M0.1%-38.7%0.071%
11/5/2024Chase Investment Counsel Corp42,003$3.94M1.3%+2.6%0.041%
11/5/2024Victory Capital Management Inc.73,792$6.93M0.0%-34.4%0.072%
11/5/2024GSA Capital Partners LLP2,506$235K0.0%N/A0.002%
11/4/2024Diamond Hill Capital Management Inc.342,542$32.17M0.1%-4.3%0.334%
11/4/2024Los Angeles Capital Management LLC305,055$28.65M0.1%+2.9%0.298%
11/4/2024Meritage Portfolio Management7,005$658K0.0%+9.3%0.007%
11/4/2024 Crossmark Global Holdings Inc.7,068$664K0.0%+12.8%0.007%
(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, 376 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 297 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), Wellington Management Group LLP ($860.47K), Principal Financial Group Inc. ($696.89K), 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 17,532,979 shares in the last 24 months. This purchase volume represents approximately $1.21B in transactions.

Which Stifel Financial major shareholders have been selling company stock?

Of the 219 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 12,876,249 shares in the last 24 months. This volume of shares sold represents approximately $854.19M in transactions.



This page (NYSE:SF) was last updated on 1/21/2025 by MarketBeat.com Staff
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