Stifel Financial SF Institutional Ownership

NYSE SF

$80.75 -0.21 (-0.26%)

As of: Aug 24, 2026 · 3:59 PM EDT

Institutions by Trading Activity

619 Institutions

Increased 336 54.3%

Unchanged 42 6.8%

Reduced 241 38.9%

Ownership Statistics

13F · as of 31 Mar, 2026

Institutional Ownership

542.82%

▼-3.65 pp QoQ

Shares Held by Institutions

136.38Mn

of 25.12Mn outstanding

▲+15.55% QoQ

Shares Outstanding

25.12Mn

-111.25Mn held outside 13F filers

Institutional Investors

619

filed 13F for Mar 2026

▲+2 vs prior quarter

Net Shares Added (QoQ)

+18.35Mn

accumulated since last quarter

Value of Holdings

$11.42Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 31 Mar, 2026

Stifel Financial Corp (NYSE:SF) has 619 institutional investors that have filed 13F reports for the period ending March 2026.

These investors held 542.8% of outstanding shares in March 2026, down from 546.5% in December 2025.
They increased total shares held in Stifel Financial by 15.55% from last quarter, and the number of investors in SF increased 17.01% annually.
Activity in SF broke down as 336 buyers, 241 sellers, and 42 unchanged among 619 total holders.
Combined, these investors held 136.38Mn shares in SF for March 2026, up by 18.35Mn shares quarter on quarter, and down 8.47Mn shares year over year.
As of March 31, 2026, the biggest holder of Stifel Financial is BlackRock, Inc. at 14.49Mn shares, representing 57.66% of shares outstanding.
Top purchasers of SF stock for the quarter ending March 2026 included VANGUARD PORTFOLIO MANAGEMENT LLC (7.12Mn), VANGUARD CAPITAL MANAGEMENT LLC (6.65Mn), AQR CAPITAL MANAGEMENT LLC (4.13Mn), JACOBS LEVY EQUITY MANAGEMENT, INC (1.36Mn), VANGUARD FIDUCIARY TRUST CO (940.28K).
The biggest sellers of Stifel Financial for the quarter ending March 2026 included Goldman Sachs Group Inc (1.69Mn), Invesco Ltd. (1.59Mn), WELLINGTON MANAGEMENT GROUP LLP (1.3Mn), Alyeska Investment Group, L.P. (980.13K), Channing Capital Management, LLC (960.47K).
Stifel Financial's 10 largest shareholders as of March 2026 include BlackRock, Inc. (14.49Mn), AQR CAPITAL MANAGEMENT LLC (8.47Mn), FMR LLC (8.14Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (7.12Mn), VANGUARD CAPITAL MANAGEMENT LLC (6.65Mn), State Street Corp (4.65Mn), Boston Partners (4.24Mn), Stifel Financial Corp (3.78Mn), WELLINGTON MANAGEMENT GROUP LLP (3.7Mn), EARNEST PARTNERS LLC (3.69Mn) per Business Quant data.

Form 13F Holdings

619 Institutional Holders

Report period 31 Mar, 2026

Total shares held 136.38Mn

Of outstanding 542.82%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	14,487,418	57.66%	▲485,211	+3.47%	$1.07Bn
2	AQR CAPITAL MANAGEMENT LLC	0001167557	8,469,863	33.71%	▲4,129,088	+95.12%	$622.11Mn
3	FMR LLC	0000315066	8,136,211	32.38%	▼140,162	-1.69%	$601.43Mn
4	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	7,123,755	28.35%	▲7,123,755	0.00%	$526.59Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	6,647,564	26.46%	▲6,647,564	0.00%	$491.39Mn
6	State Street Corp	0000093751	4,652,555	18.52%	▲57,338	+1.25%	$343.92Mn
7	Boston Partners	0001386060	4,240,380	16.88%	▲755,489	+21.68%	$313.45Mn
8	Stifel Financial Corp	0000720672	3,775,258	15.03%	▲347,211	+10.13%	$279.07Mn
9	WELLINGTON MANAGEMENT GROUP LLP	0000902219	3,698,168	14.72%	▼1,295,359	-25.94%	$273.37Mn
10	EARNEST PARTNERS LLC	0001102578	3,690,114	14.69%	▼116,850	-3.07%	$272.77Mn
11	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,851,460	11.35%	▲84,508	+3.05%	$210.83Mn
12	Capital Research Global Investors	0001422848	2,797,955	11.14%	▼514,777	-15.54%	$206.82Mn
13	ALLIANCEBERNSTEIN L.P.	0001109448	2,707,099	10.77%	▼477,052	-14.98%	$338.98Mn
14	DIMENSIONAL FUND ADVISORS LP	0000354204	2,616,616	10.41%	▲27,907	+1.08%	$193.40Mn
15	Morgan Stanley	0000895421	1,974,628	7.86%	▼133,177	-6.32%	$145.96Mn
16	Bank Of America Corp /De/	0000070858	1,875,501	7.46%	▲102,405	+5.78%	$138.64Mn
17	Fisher Asset Management, LLC	0000850529	1,687,811	6.72%	▼109,242	-6.08%	$124.76Mn
18	Northern Trust Corp	0000073124	1,529,587	6.09%	▲26,443	+1.76%	$113.07Mn
19	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	0000921739	1,462,639	5.82%	▲1,897	+0.13%	$108.12Mn
20	Bank of New York Mellon Corp	0001390777	1,367,474	5.44%	▼91,443	-6.27%	$101.08Mn

Showing 1 to 20 of 619 holders