Who owns Stifel Financial (SF)
Which tracked institutional funds hold SF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
87 tracked funds added or opened SF while 208 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SF’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SF more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 557 tracked filers holding SF, 239 increased or opened the position and 379 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SF between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 20
- BENJAMIN EDWARDS INC$9M
- BASSWOOD CAPITAL MANAGEMENT, L.L.C.$7M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$7M
- Requisite Capital Management, LLC$6M
- Jupiter Topco LLC$5M
- MUFG Securities EMEA plc$5M
Full exits 55
- GW&K Investment Management, LLC$97M
- Point72 Asset Management, L.P.$54M
- Amundi$36M
- Woodline Partners LP$27M
- SG Americas Securities, LLC$22M
- Jain Global LLC$18M
Largest adds
- MILLENNIUM MANAGEMENT LLC$106M
- BlackRock, Inc.$71M
- TWO SIGMA INVESTMENTS, LP$59M
- Squarepoint Ops LLC$36M
- GOLDMAN SACHS GROUP INC$34M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$27M
Largest trims
- AQR CAPITAL MANAGEMENT LLC$203M
- ALLIANCEBERNSTEIN L.P.$144M
- MARSHALL WACE, LLP$95M
- WELLINGTON MANAGEMENT GROUP LLP$94M
- Fiera Capital Corp$42M
- JANE STREET GROUP, LLC$31M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 14,779,953 | $1.0B | 12.1% | 2026-Q2 |
| FMR LLC added | 8,534,782 | $595M | 7.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 7,163,692 | $500M | 5.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 6,659,358 | $465M | 5.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 6,001,400 | $419M | 4.9% | 2026-Q2 |
| STATE STREET CORP added | 4,875,785 | $340M | 4.0% | 2026-Q2 |
| Boston Partners added | 4,403,821 | $307M | 3.6% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 3,608,530 | $252M | 3.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,902,428 | $202M | 2.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,896,899 | $202M | 2.4% | 2026-Q2 |
| Capital Research Global Investors trimmed | 2,683,784 | $187M | 2.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 2,637,266 | $195M | 2.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 2,565,429 | $179M | 2.1% | 2026-Q2 |
| MORGAN STANLEY added | 2,290,873 | $160M | 1.9% | 2026-Q2 |
| NORGES BANK added | 2,061,688 | $144M | 1.7% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,972,193 | $138M | 1.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,770,839 | $124M | 1.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,670,473 | $117M | 1.4% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 1,652,113 | $115M | 1.4% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 1,589,213 | $111M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,534,041 | $107M | 1.3% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 1,523,529 | $106M | 1.2% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 1,437,487 | $100M | 1.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 1,405,150 | $98M | 1.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,336,318 | $93M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,326,793 | $93M | 1.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,227,090 | $86M | 1.0% | 2026-Q2 |
| UBS Group AG added | 1,032,580 | $72M | 0.8% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,023,213 | $71M | 0.8% | 2026-Q2 |
| ALGEBRIS (UK) LTD added | 1,007,696 | $70M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 963,586 | $67M | 0.8% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 875,159 | $61M | 0.7% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 762,408 | $53M | 0.6% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 757,136 | $53M | 0.6% | 2026-Q2 |
| Fiera Capital Corp trimmed | 699,258 | $49M | 0.6% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 689,303 | $48M | 0.6% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 665,412 | $46M | 0.5% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 651,894 | $45M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 638,582 | $45M | 0.5% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 623,009 | $43M | 0.5% | 2026-Q2 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP added | 617,939 | $43M | 0.5% | 2026-Q2 |
| Invesco Ltd. added | 606,367 | $42M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 591,404 | $41M | 0.5% | 2026-Q2 |
| Squarepoint Ops LLC added | 585,834 | $41M | 0.5% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 561,354 | $39M | 0.5% | 2026-Q2 |
| BANK OF NOVA SCOTIA added | 519,811 | $36M | 0.4% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 490,762 | $34M | 0.4% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 478,500 | $33M | 0.4% | 2026-Q2 |
| Prana Capital Management, LP added | 478,332 | $33M | 0.4% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 470,515 | $33M | 0.4% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 461,858 | $32M | 0.4% | 2026-Q2 |
| Walleye Capital LLC added | 454,339 | $32M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 449,845 | $31M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 433,356 | $30M | 0.4% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 409,817 | $29M | 0.3% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 407,495 | $28M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 401,003 | $28M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 389,273 | $27M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 374,823 | $26M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 370,620 | $26M | 0.3% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 370,192 | $26M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 358,646 | $25M | 0.3% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 355,067 | $25M | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 346,463 | $24M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 334,625 | $23M | 0.3% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 333,795 | $23M | 0.3% | 2026-Q2 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. added | 329,777 | $23M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 315,694 | $22M | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 305,958 | $21M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 302,819 | $21M | 0.2% | 2026-Q2 |
| WINTON GROUP Ltd added | 299,748 | $21M | 0.2% | 2026-Q2 |
| NATIXIS added | 267,361 | $19M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 264,685 | $18M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 262,204 | $18M | 0.2% | 2026-Q2 |
| Ancora Advisors LLC trimmed | 254,005 | $18M | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 247,132 | $17M | 0.2% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 244,976 | $17M | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 241,582 | $17M | 0.2% | 2026-Q2 |
| Voleon Capital Management LP trimmed | 236,298 | $16M | 0.2% | 2026-Q2 |
| PDT Partners, LLC added | 229,968 | $16M | 0.2% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 228,631 | $16M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 214,433 | $15M | 0.2% | 2026-Q2 |
| Access Investment Management LLC added | 214,024 | $15M | 0.2% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC added | 202,865 | $14M | 0.2% | 2026-Q2 |
| Moran Wealth Management, LLC trimmed | 202,225 | $14M | 0.2% | 2026-Q2 |
| Curi Capital, LLC added | 200,717 | $14M | 0.2% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 196,000 | $14M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 196,000 | $14M | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 192,460 | $13M | 0.2% | 2026-Q2 |
| Crestwood Advisors Group, LLC trimmed | 192,044 | $13M | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 176,354 | $12M | 0.1% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 175,822 | $12M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 174,696 | $12M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 167,276 | $12M | 0.1% | 2026-Q2 |
| Caisse de depot et placement du Quebec trimmed | 167,184 | $12M | 0.1% | 2026-Q2 |
| EULAV Asset Management | 156,633 | $11M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 150,150 | $10M | 0.1% | 2026-Q2 |
| AEGON ASSET MANAGEMENT UK Plc added | 146,847 | $10M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 144,092 | $10M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.