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Institutional Ownership · SEC Form 13F

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.

631
Institutional holders
136M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added12,995,060$961M9.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC added8,468,897$622M6.0%2026-Q1
FMR LLC added7,998,130$591M5.7%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new7,123,755$527M5.1%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new6,647,564$491M4.7%2026-Q1
STATE STREET CORP added4,652,555$344M3.3%2026-Q1
ALLIANCEBERNSTEIN L.P. added2,707,099$339M3.3%2026-Q1
Boston Partners added4,240,380$313M3.0%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added3,698,168$273M2.6%2026-Q1
EARNEST PARTNERS LLC added3,690,114$273M2.6%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added2,851,460$211M2.0%2026-Q1
Capital Research Global Investors added2,797,955$207M2.0%2026-Q1
DIMENSIONAL FUND ADVISORS LP added2,616,616$193M1.9%2026-Q1
MORGAN STANLEY added1,974,628$146M1.4%2026-Q1
BANK OF AMERICA CORP /DE/ added1,875,501$139M1.3%2026-Q1
NORGES BANK trimmed1,363,861$129M1.2%2026-Q1
Fisher Asset Management, LLC added1,687,811$125M1.2%2026-Q1
NORTHERN TRUST CORP added1,529,587$113M1.1%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added1,462,639$108M1.0%2026-Q1
Bank of New York Mellon Corp added1,367,474$101M1.0%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC added1,364,978$101M1.0%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,333,385$99M1.0%2026-Q1
GW&K Investment Management, LLC added1,307,745$97M0.9%2026-Q1
MARSHALL WACE, LLP added1,292,478$96M0.9%2026-Q1
Qube Research & Technologies Ltd added1,264,455$93M0.9%2026-Q1
Fiera Capital Corp added1,225,145$91M0.9%2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC. added1,218,982$90M0.9%2026-Q1
GOLDMAN SACHS GROUP INC added1,111,958$82M0.8%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added1,075,067$79M0.8%2026-Q1
VANGUARD FIDUCIARY TRUST CO new940,283$70M0.7%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added869,575$64M0.6%2026-Q1
UBS Group AG added785,075$58M0.6%2026-Q1
Point72 Asset Management, L.P. added726,138$54M0.5%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND added689,714$51M0.5%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added675,530$50M0.5%2026-Q1
LOOMIS SAYLES & CO L P added673,597$50M0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added640,348$47M0.5%2026-Q1
D. E. Shaw & Co., Inc. added622,384$46M0.4%2026-Q1
SYSTEMATIC FINANCIAL MANAGEMENT LP added616,827$46M0.4%2026-Q1
ALGEBRIS (UK) LTD added604,368$45M0.4%2026-Q1
SILVERCREST ASSET MANAGEMENT GROUP LLC added594,474$44M0.4%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added571,756$42M0.4%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added506,722$37M0.4%2026-Q1
Amundi added491,417$36M0.4%2026-Q1
TUDOR INVESTMENT CORP ET AL added489,907$36M0.3%2026-Q1
BARCLAYS PLC added487,652$36M0.3%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC added485,301$36M0.3%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC added455,862$34M0.3%2026-Q1
Walleye Capital LLC added444,122$33M0.3%2026-Q1
WELLS FARGO & COMPANY/MN added432,021$32M0.3%2026-Q1
JANE STREET GROUP, LLC added431,907$32M0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC added424,556$31M0.3%2026-Q1
Prana Capital Management, LP added424,078$31M0.3%2026-Q1
Russell Investments Group, Ltd. added423,009$31M0.3%2026-Q1
JPMORGAN CHASE & CO added431,357$31M0.3%2026-Q1
SEI INVESTMENTS CO added412,508$30M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added410,190$30M0.3%2026-Q1
Retirement Systems of Alabama added398,483$29M0.3%2026-Q1
RHUMBLINE ADVISERS added389,919$29M0.3%2026-Q1
ALGERT GLOBAL LLC added368,515$27M0.3%2026-Q1
TWO SIGMA INVESTMENTS, LP added366,321$27M0.3%2026-Q1
Woodline Partners LP added362,864$27M0.3%2026-Q1
Invesco Ltd. trimmed362,821$27M0.3%2026-Q1
Engineers Gate Manager LP added348,063$26M0.2%2026-Q1
California Public Employees Retirement System added342,065$25M0.2%2026-Q1
BANK OF NOVA SCOTIA added341,855$25M0.2%2026-Q1
PANAGORA ASSET MANAGEMENT INC added334,997$25M0.2%2026-Q1
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. trimmed316,652$23M0.2%2026-Q1
IEQ CAPITAL, LLC added311,569$23M0.2%2026-Q1
Quantinno Capital Management LP added308,246$23M0.2%2026-Q1
CITADEL ADVISORS LLC added305,130$23M0.2%2026-Q1
Nuveen, LLC added305,127$23M0.2%2026-Q1
Swiss National Bank added302,119$22M0.2%2026-Q1
SG Americas Securities, LLC added296,572$22M0.2%2026-Q1
Ancora Advisors LLC added271,103$20M0.2%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD added262,517$19M0.2%2026-Q1
Voleon Capital Management LP added262,464$19M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added262,442$19M0.2%2026-Q1
GLENMEDE TRUST CO NA added260,062$19M0.2%2026-Q1
Jain Global LLC added250,226$18M0.2%2026-Q1
WINTON GROUP Ltd added246,970$18M0.2%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. added246,000$18M0.2%2026-Q1
Mariner, LLC added228,651$17M0.2%2026-Q1
AMERIPRISE FINANCIAL INC added226,772$17M0.2%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC trimmed226,687$17M0.2%2026-Q1
Brevan Howard Capital Management LP added221,321$16M0.2%2026-Q1
NATIXIS added218,011$16M0.2%2026-Q1
Access Investment Management LLC added213,750$16M0.2%2026-Q1
NEW YORK STATE TEACHERS RETIREMENT SYSTEM added209,930$16M0.1%2026-Q1
Moran Wealth Management, LLC added204,372$15M0.1%2026-Q1
Legal & General Group Plc added198,904$15M0.1%2026-Q1
VANGUARD GROUP INC trimmed9,423,171$1.2B11.4%2025-Q4 stale
MACQUARIE GROUP LTD trimmed1,067,154$121M1.2%2025-Q3 stale
LSV ASSET MANAGEMENT trimmed293,102$30M0.3%2025-Q2 stale
Glenmede Investment Management, LP trimmed204,699$23M0.2%2025-Q3 stale
Ceredex Value Advisors LLC trimmed184,850$23M0.2%2025-Q4 stale
DIAMOND HILL CAPITAL MANAGEMENT INC trimmed159,989$20M0.2%2025-Q4 stale
Alberta Investment Management Corp added146,000$18M0.2%2025-Q4 stale
AGF MANAGEMENT LTD added128,815$16M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership