Who owns Stifel Financial Corp. (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-Q1 13F filings (latest filed 2026-05-26). 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
119 tracked funds added or opened SF while 188 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, VANGUARD GROUP 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 2025-Q4 and 2026-Q1, across 628 tracked filers holding SF, 573 increased or opened the position and 127 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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 34
- VANGUARD PORTFOLIO MANAGEMENT LLC$527M
- VANGUARD CAPITAL MANAGEMENT LLC$491M
- JACOBS LEVY EQUITY MANAGEMENT, INC$101M
- VANGUARD FIDUCIARY TRUST CO$70M
- Point72 Asset Management, L.P.$54M
- WINTON GROUP Ltd$18M
Full exits 29
- VANGUARD GROUP INC$1.2B
- Ceredex Value Advisors LLC$23M
- DIAMOND HILL CAPITAL MANAGEMENT INC$20M
- Alberta Investment Management Corp$18M
- AGF MANAGEMENT LTD$16M
- MOORE CAPITAL MANAGEMENT, LP$11M
Largest adds
- AQR CAPITAL MANAGEMENT LLC$260M
- ALLIANCEBERNSTEIN L.P.$73M
- Qube Research & Technologies Ltd$31M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$30M
- TUDOR INVESTMENT CORP ET AL$29M
- Russell Investments Group, Ltd.$26M
Largest trims
- BlackRock, Inc.$208M
- Invesco Ltd.$152M
- WELLINGTON MANAGEMENT GROUP LLP$143M
- FMR LLC$100M
- Alyeska Investment Group, L.P.$82M
- Channing Capital Management, LLC$81M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 12,995,060 | $961M | 9.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 8,468,897 | $622M | 6.0% | 2026-Q1 |
| FMR LLC added | 7,998,130 | $591M | 5.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 7,123,755 | $527M | 5.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 6,647,564 | $491M | 4.7% | 2026-Q1 |
| STATE STREET CORP added | 4,652,555 | $344M | 3.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 2,707,099 | $339M | 3.3% | 2026-Q1 |
| Boston Partners added | 4,240,380 | $313M | 3.0% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 3,698,168 | $273M | 2.6% | 2026-Q1 |
| EARNEST PARTNERS LLC added | 3,690,114 | $273M | 2.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,851,460 | $211M | 2.0% | 2026-Q1 |
| Capital Research Global Investors added | 2,797,955 | $207M | 2.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,616,616 | $193M | 1.9% | 2026-Q1 |
| MORGAN STANLEY added | 1,974,628 | $146M | 1.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,875,501 | $139M | 1.3% | 2026-Q1 |
| NORGES BANK trimmed | 1,363,861 | $129M | 1.2% | 2026-Q1 |
| Fisher Asset Management, LLC added | 1,687,811 | $125M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,529,587 | $113M | 1.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 1,462,639 | $108M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,367,474 | $101M | 1.0% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 1,364,978 | $101M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,333,385 | $99M | 1.0% | 2026-Q1 |
| GW&K Investment Management, LLC added | 1,307,745 | $97M | 0.9% | 2026-Q1 |
| MARSHALL WACE, LLP added | 1,292,478 | $96M | 0.9% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 1,264,455 | $93M | 0.9% | 2026-Q1 |
| Fiera Capital Corp added | 1,225,145 | $91M | 0.9% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 1,218,982 | $90M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,111,958 | $82M | 0.8% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,075,067 | $79M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 940,283 | $70M | 0.7% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 869,575 | $64M | 0.6% | 2026-Q1 |
| UBS Group AG added | 785,075 | $58M | 0.6% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 726,138 | $54M | 0.5% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 689,714 | $51M | 0.5% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 675,530 | $50M | 0.5% | 2026-Q1 |
| LOOMIS SAYLES & CO L P added | 673,597 | $50M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 640,348 | $47M | 0.5% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 622,384 | $46M | 0.4% | 2026-Q1 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP added | 616,827 | $46M | 0.4% | 2026-Q1 |
| ALGEBRIS (UK) LTD added | 604,368 | $45M | 0.4% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 594,474 | $44M | 0.4% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 571,756 | $42M | 0.4% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 506,722 | $37M | 0.4% | 2026-Q1 |
| Amundi added | 491,417 | $36M | 0.4% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 489,907 | $36M | 0.3% | 2026-Q1 |
| BARCLAYS PLC added | 487,652 | $36M | 0.3% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 485,301 | $36M | 0.3% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 455,862 | $34M | 0.3% | 2026-Q1 |
| Walleye Capital LLC added | 444,122 | $33M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 432,021 | $32M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 431,907 | $32M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 424,556 | $31M | 0.3% | 2026-Q1 |
| Prana Capital Management, LP added | 424,078 | $31M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 423,009 | $31M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 431,357 | $31M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 412,508 | $30M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 410,190 | $30M | 0.3% | 2026-Q1 |
| Retirement Systems of Alabama added | 398,483 | $29M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 389,919 | $29M | 0.3% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 368,515 | $27M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 366,321 | $27M | 0.3% | 2026-Q1 |
| Woodline Partners LP added | 362,864 | $27M | 0.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 362,821 | $27M | 0.3% | 2026-Q1 |
| Engineers Gate Manager LP added | 348,063 | $26M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 342,065 | $25M | 0.2% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 341,855 | $25M | 0.2% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 334,997 | $25M | 0.2% | 2026-Q1 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. trimmed | 316,652 | $23M | 0.2% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 311,569 | $23M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 308,246 | $23M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 305,130 | $23M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 305,127 | $23M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 302,119 | $22M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 296,572 | $22M | 0.2% | 2026-Q1 |
| Ancora Advisors LLC added | 271,103 | $20M | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 262,517 | $19M | 0.2% | 2026-Q1 |
| Voleon Capital Management LP added | 262,464 | $19M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 262,442 | $19M | 0.2% | 2026-Q1 |
| GLENMEDE TRUST CO NA added | 260,062 | $19M | 0.2% | 2026-Q1 |
| Jain Global LLC added | 250,226 | $18M | 0.2% | 2026-Q1 |
| WINTON GROUP Ltd added | 246,970 | $18M | 0.2% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 246,000 | $18M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 228,651 | $17M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 226,772 | $17M | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 226,687 | $17M | 0.2% | 2026-Q1 |
| Brevan Howard Capital Management LP added | 221,321 | $16M | 0.2% | 2026-Q1 |
| NATIXIS added | 218,011 | $16M | 0.2% | 2026-Q1 |
| Access Investment Management LLC added | 213,750 | $16M | 0.2% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM added | 209,930 | $16M | 0.1% | 2026-Q1 |
| Moran Wealth Management, LLC added | 204,372 | $15M | 0.1% | 2026-Q1 |
| Legal & General Group Plc added | 198,904 | $15M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 9,423,171 | $1.2B | 11.4% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 1,067,154 | $121M | 1.2% | 2025-Q3 stale |
| LSV ASSET MANAGEMENT trimmed | 293,102 | $30M | 0.3% | 2025-Q2 stale |
| Glenmede Investment Management, LP trimmed | 204,699 | $23M | 0.2% | 2025-Q3 stale |
| Ceredex Value Advisors LLC trimmed | 184,850 | $23M | 0.2% | 2025-Q4 stale |
| DIAMOND HILL CAPITAL MANAGEMENT INC trimmed | 159,989 | $20M | 0.2% | 2025-Q4 stale |
| Alberta Investment Management Corp added | 146,000 | $18M | 0.2% | 2025-Q4 stale |
| AGF MANAGEMENT LTD added | 128,815 | $16M | 0.2% | 2025-Q4 stale |
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.