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Stifel Financial (SF) Institutional Ownership

Stifel Financial logo
$107.49 +0.04 (+0.04%)
As of 07/8/2025 03:59 PM Eastern

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

Current
Institutional Ownership
Percentage
82.01%
Number of
Institutional Buyers
(last 12 months)
303
Total
Institutional Inflows
(last 12 months)
$1.28B
Number of
Institutional Sellers
(last 12 months)
196
Total
Institutional Outflows
(last 12 months)
$951.15M
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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
7/8/2025Parallel Advisors LLC2,917$303K0.0%-8.0%0.003%
7/7/2025Wesbanco Bank Inc.27,200$2.82M0.1%-13.9%0.026%
7/7/2025 Delphi Management Inc. MA13,254$1.38M1.3%-3.2%0.013%
6/18/2025Voya Investment Management LLC16,847$1.59M0.0%+39.7%0.016%
6/3/2025Inspire Investing LLC7,884$743K0.1%N/A0.008%
5/28/2025Strs Ohio77,325$7.29M0.0%N/A0.075%
5/21/2025Acadian Asset Management LLC65,728$6.19M0.0%+365.6%0.064%
5/20/2025Focus Partners Wealth26,144$2.46M0.0%+17.5%0.025%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC309,443$29.17M0.0%-2.0%0.301%
5/16/2025Zurich Insurance Group Ltd FI14,700$1.39M0.0%N/A0.014%
5/16/2025Axiom Investors LLC DE140,718$13.26M0.1%-35.3%0.137%
5/16/2025United Services Automobile Association6,685$628K0.0%N/A0.006%
5/16/2025Great Lakes Advisors LLC4,079$384K0.0%-3.2%0.004%
5/16/2025Caxton Associates LLP4,800$452K0.0%N/A0.005%
5/16/2025Voleon Capital Management LP 12,009$1.13M0.1%N/A0.012%
5/16/2025Goldman Sachs Group Inc.886,707$83.58M0.0%-8.2%0.863%
5/16/2025Jones Financial Companies Lllp2,702$255K0.0%+1,162.6%0.003%
5/16/2025Dynamic Technology Lab Private Ltd21,070$1.99M0.3%N/A0.020%
5/16/2025Teza Capital Management LLC3,573$337K0.2%N/A0.003%
5/16/2025Petrus Trust Company LTA10,054$948K0.1%N/A0.010%
5/16/2025Philadelphia Financial Management of San Francisco LLC98,988$9.33M1.8%-34.1%0.096%
5/16/2025Plancorp LLC9,200$867K0.0%N/A0.009%
5/16/2025NewEdge Advisors LLC2,673$252K0.0%+5.8%0.003%
5/16/2025Millennium Management LLC656,381$61.87M0.0%-39.0%0.637%
5/16/2025Interval Partners LP10,642$1.00M0.0%N/A0.010%
5/16/2025Hancock Whitney Corp7,835$739K0.0%+3.9%0.008%
5/16/2025EFG Asset Management North America Corp.27,970$2.63M0.4%-23.3%0.027%
5/16/2025Cinctive Capital Management LP7,890$744K0.1%-88.7%0.008%
5/16/2025Clark Capital Management Group Inc.11,995$1.13M0.0%-3.5%0.012%
5/16/2025Curi RMB Capital LLC66,070$6.23M0.2%-9.1%0.064%
5/16/2025Alliancebernstein L.P.2,284,591$215.35M0.1%-13.8%2.217%
5/16/2025AQR Capital Management LLC1,383,836$126.93M0.1%+314.1%1.343%
5/16/2025Amundi21,135$1.82M0.0%+352,150.0%0.021%
5/16/2025Ancora Advisors LLC135,955$12.82M0.3%+2.9%0.132%
5/16/2025Adage Capital Partners GP L.L.C.70,000$6.60M0.0%N/A0.068%
5/15/2025Federation des caisses Desjardins du Quebec14,788$1.39M0.0%-7.2%0.014%
5/15/2025Focus Partners Advisor Solutions LLC7,171$676K0.0%N/A0.007%
5/15/2025Cubist Systematic Strategies LLC74,625$7.03M0.0%+112.5%0.072%
5/15/2025Royal Bank of Canada104,904$9.89M0.0%-16.3%0.102%
5/15/2025Quarry LP1,156$109K0.0%+151.9%0.001%
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5/15/2025Vident Advisory LLC2,844$268K0.0%+20.3%0.003%
5/15/2025Evergreen Capital Management LLC3,227$304K0.0%+46.7%0.003%
5/15/2025Magnetar Financial LLC78,863$7.43M0.1%+371.0%0.077%
5/15/2025State of Wyoming3,229$304K0.0%+85.1%0.003%
5/15/2025Trexquant Investment LP68,288$6.44M0.1%+591.5%0.066%
5/15/2025OMERS ADMINISTRATION Corp29,300$2.76M0.0%+248.8%0.028%
5/15/2025Earnest Partners LLC2,916,311$274.89M1.3%-1.1%2.830%
5/14/2025Ieq Capital LLC77,499$7.31M0.1%N/A0.075%
5/14/2025FORA Capital LLC12,818$1.21M0.1%+102.2%0.012%
5/14/2025Caisse DE Depot ET Placement DU Quebec39,700$3.74M0.0%N/A0.039%
5/14/2025Corebridge Financial Inc.112,833$10.64M0.1%-2.6%0.110%
5/14/2025Comerica Bank41,339$3.90M0.0%-2.4%0.040%
5/14/2025MetLife Investment Management LLC56,683$5.34M0.0%-1.7%0.055%
5/14/2025Synovus Financial Corp7,978$752K0.0%+212.9%0.008%
5/14/2025Walleye Capital LLC274,366$25.86M0.1%+14.8%0.266%
5/14/2025Campbell & CO Investment Adviser LLC46,920$4.42M0.3%-19.9%0.046%
5/14/2025Axiom Investors LLC DE140,718$13.26M0.1%-35.3%0.137%
5/14/2025Systematic Financial Management LP413,498$38.98M1.1%-0.4%0.401%
5/14/2025Jump Financial LLC8,835$833K0.0%N/A0.009%
5/14/2025Hotchkis & Wiley Capital Management LLC404,229$38.10M0.1%-1.3%0.392%
5/14/2025Northwestern Mutual Wealth Management Co.2,281$215K0.0%-36.6%0.002%
5/14/2025AlphaQuest LLC26,210$2.47M0.3%+482.8%0.025%
5/14/2025Channing Capital Management LLC824,098$77.68M2.3%-21.5%0.800%
5/14/2025Summit Financial LLC5,268$497K0.0%N/A0.005%
5/14/2025Kaufman Rossin Wealth LLC3,263$308K0.2%N/A0.003%
5/14/2025Price T Rowe Associates Inc. MD398,633$37.58M0.0%+529.0%0.387%
5/14/2025Martingale Asset Management L P3,098$292K0.0%N/A0.003%
5/14/2025T. Rowe Price Investment Management Inc.413,779$39.00M0.0%-54.9%0.402%
5/14/2025BI Asset Management Fondsmaeglerselskab A S723$68K0.0%N/A0.001%
5/14/2025Hsbc Holdings PLC18,700$1.75M0.0%-42.1%0.018%
5/14/2025Fuller & Thaler Asset Management Inc.1,303,656$122.88M0.5%+0.1%1.265%
5/14/2025Quantbot Technologies LP2,953$278K0.0%N/A0.003%
5/14/2025Wellington Management Group LLP2,478,267$233.60M0.0%-4.3%2.405%
5/13/2025Northern Trust Corp1,136,207$107.10M0.0%+0.6%1.103%
5/13/2025Versor Investments LP11,288$1.06M0.2%+138.1%0.011%
5/13/2025Raymond James Financial Inc.112,753$10.63M0.0%+0.2%0.109%
5/13/2025State of New Jersey Common Pension Fund D29,552$2.79M0.0%-8.8%0.029%
5/13/2025American Century Companies Inc.75,239$7.09M0.0%+5.2%0.073%
5/13/2025Ethic Inc.6,215$589K0.0%-10.4%0.006%
5/13/2025Brandywine Global Investment Management LLC52,650$4.96M0.0%-3.0%0.051%
5/13/2025Dimensional Fund Advisors LP1,516,081$142.90M0.0%-7.9%1.471%
5/13/2025Fox Run Management L.L.C.13,124$1.24M0.2%N/A0.013%
5/13/2025Cookson Peirce & Co. Inc.111,178$10.48M0.5%-0.5%0.108%
5/13/2025Sit Investment Associates Inc.27,095$2.55M0.1%+1.2%0.026%
5/13/2025Boston Partners82,288$7.75M0.0%+388.0%0.080%
5/13/2025Caitong International Asset Management Co. Ltd326$31K0.0%-45.3%0.000%
5/13/2025Russell Investments Group Ltd.28,536$2.69M0.0%+93.8%0.028%
5/13/2025HighTower Advisors LLC15,986$1.51M0.0%+82.1%0.016%
5/13/2025Trillium Asset Management LLC82,359$7.76M0.2%+12.9%0.080%
5/12/2025AGF Management Ltd.112,829$10.64M0.1%-31.1%0.110%
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5/12/2025Nuveen LLC303,035$28.56M0.0%N/A0.294%
5/12/2025Virtu Financial LLC3,403$321K0.0%+44.5%0.003%
5/12/2025Entropy Technologies LP25,371$2.39M0.2%+171.8%0.025%
5/12/2025Invesco Ltd.1,211,580$114.20M0.0%+0.3%1.176%
5/12/2025Connor Clark & Lunn Investment Management Ltd.2,379$224K0.0%N/A0.002%
5/12/2025Measured Wealth Private Client Group LLC7,802$735K0.2%+21.4%0.008%
5/12/2025Townsquare Capital LLC4,341$409K0.0%+18.4%0.004%
5/12/2025Zions Bancorporation National Association UT34,666$3.27M0.2%N/A0.034%
5/12/2025Swiss National Bank198,213$18.68M0.0%-1.7%0.192%
5/12/2025Maryland State Retirement & Pension System4,639$437K0.0%-18.2%0.005%
(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, 483 institutional investors and hedge funds held shares of Stifel Financial. The most heavily invested institutionals were Vanguard Group Inc. ($1.00B), FMR LLC ($915.35M), BlackRock Inc. ($596.47M), Capital Research Global Investors ($368.60M), State Street Corp ($293.19M), Earnest Partners LLC ($274.89M), and Wellington Management Group LLP ($233.60M).Learn more on Stifel Financial's institutional investors.

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

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

Which institutional investors have been buying Stifel Financial's stock?

Of the 391 institutional investors that purchased Stifel Financial's 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), AQR Capital Management LLC ($1.06M), Principal Financial Group Inc. ($669.21K), and Vanguard Group Inc. ($630.01K).

How much institutional buying is happening at Stifel Financial?

Institutional investors have bought a total of 12,969,010 shares in the last 24 months. This purchase volume represents approximately $1.28B in transactions.

Which of Stifel Financial's major shareholders have been selling company stock?

Of the 196 institutional investors that sold Stifel Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Millennium Management LLC ($1.29M), LSV Asset Management ($999.84K), Alliancebernstein L.P. ($689.02K), T. Rowe Price Investment Management Inc. ($658.70K), Marshall Wace LLP ($575.97K), Principal Financial Group Inc. ($470.71K), and Fuller & Thaler Asset Management Inc. ($463.86K).

How much institutional selling is happening at Stifel Financial?

Institutional investors have sold a total of 9,705,327 shares in the last 24 months. This volume of shares sold represents approximately $951.15M in transactions.



This page (NYSE:SF) was last updated on 7/9/2025 by MarketBeat.com Staff
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