DaveManuel.com · Institutional Ownership · Who Owns It
STIFEL FINL CORP (SF)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
599
Reporting holders
$9.7B
Reported value
0.2%
Calls
0.1%
Puts
-40
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.0B | 14,779,953 | 0.02% | 8q | +2.0%+$20.4M |
| FMR LLC | $595.5M | 8,534,782 | 0.03% | 22q | +4.9%+$27.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $499.8M | 7,163,692 | 0.02% | 2q | +0.6%+$2.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $464.6M | 6,659,358 | 0.01% | 2q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $418.7M | 6,001,400 | 0.15% | 31q | -29.1%-$172.2M |
| STATE STREET CORP | $340.2M | 4,875,785 | 0.01% | 31q | +4.8%+$15.6M |
| Boston Partners | $307.3M | 4,403,821 | 0.27% | 31q | +3.9%+$11.4M |
| STIFEL FINANCIAL CORP | $271.2M | 3,886,981 | 0.23% | 31q | +3.0%+$7.8M |
| EARNEST PARTNERS LLC | $251.8M | 3,608,530 | 0.91% | 31q | -2.2%-$5.7M |
| DIMENSIONAL FUND ADVISORS LP | $202.5M | 2,902,428 | 0.04% | 31q | +10.9%+$19.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $202.2M | 2,896,899 | 0.01% | 31q | +1.6%+$3.2M |
| ALLIANCEBERNSTEIN L.P. | $194.9M | 2,637,266 | 0.06% | 31q | -2.6%-$5.2M |
| Capital Research Global Investors | $187.2M | 2,683,784 | 0.03% | 23q | -4.1%-$8.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $179.0M | 2,565,429 | 0.03% | 27q | -30.6%-$79.0M |
| MORGAN STANLEY | $159.8M | 2,290,873 | 0.01% | 35q | +16.0%+$22.1M |
| NORGES BANK | $143.8M | 2,061,688 | 0.01% | 32q | +49.7%+$47.8M |
| MILLENNIUM MANAGEMENT LLC | $137.6M | 1,972,193 | 0.05% | 31q | +364.5%+$108.0M |
| BANK OF AMERICA CORP /DE/ | $123.6M | 1,770,839 | 0.01% | 31q | -5.6%-$7.3M |
| GOLDMAN SACHS GROUP INC | $116.5M | 1,670,473 | 0.01% | 31q | +50.2%+$39.0M |
| Fisher Asset Management, LLC | $115.3M | 1,652,113 | 0.03% | 31q | -2.1%-$2.5M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $110.9M | 1,589,213 | 0.40% | 2q | +16.4%+$15.6M |
| NORTHERN TRUST CORP | $107.0M | 1,534,041 | 0.01% | 31q | HELD |
| Qube Research & Technologies Ltd | $106.3M | 1,523,529 | 0.10% | 7q | +20.5%+$18.1M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $100.3M | 1,437,487 | 0.27% | 22q | +17.9%+$15.2M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $98.0M | 1,405,150 | 0.15% | 3q | -3.9%-$4.0M |
| Bank of New York Mellon Corp | $93.2M | 1,336,318 | 0.02% | 31q | -2.3%-$2.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $92.6M | 1,326,793 | 0.01% | 31q | HELD |
| GW&K Investment Management, LLC | $87.0M | 1,247,030 | 0.68% | 31q | -4.6%-$4.2M |
| TWO SIGMA INVESTMENTS, LP | $85.6M | 1,227,090 | 0.06% | 3q | +235.0%+$60.1M |
| UBS Group AG | $72.0M | 1,032,580 | 0.01% | 31q | +31.5%+$17.3M |
| PRINCIPAL FINANCIAL GROUP INC | $71.4M | 1,023,213 | 0.04% | 31q | -4.8%-$3.6M |
| ALGEBRIS (UK) LTD | $70.1M | 1,007,696 | 4.61% | 7q | +66.7%+$28.1M |
| Assenagon Asset Management S.A. | $68.5M | 981,524 | 0.04% | 4q | +674.4%+$59.6M |
| VANGUARD FIDUCIARY TRUST CO | $67.2M | 963,586 | 0.01% | 2q | +2.5%+$1.6M |
| BNP PARIBAS FINANCIAL MARKETS | $61.1M | 875,159 | 0.02% | 31q | +29.6%+$13.9M |
| D. E. Shaw & Co., Inc. | $53.2M | 762,408 | 0.03% | 31q | +22.5%+$9.8M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $52.8M | 757,136 | 0.15% | 31q | +32.4%+$12.9M |
| Fiera Capital Corp | $48.8M | 699,258 | 0.18% | 12q | -42.9%-$36.7M |
| NEW YORK STATE COMMON RETIREMENT FUND | $48.1M | 689,303 | 0.06% | 31q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $46.4M | 665,412 | 0.03% | 31q | -23.5%-$14.2M |
| LOOMIS SAYLES & CO L P | $45.5M | 651,894 | 0.06% | 31q | -3.2%-$1.5M |
| CITADEL ADVISORS LLC | $44.8M incl. $3.5M options CALL+PUT | 591,404 | 0.01% | 31q | +93.8%+$21.7M |
| ENVESTNET ASSET MANAGEMENT INC | $44.6M | 638,582 | 0.01% | 31q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $43.5M | 623,009 | 0.01% | 31q | +51.9%+$14.8M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $43.1M | 617,939 | 0.86% | 31q | HELD |
| Invesco Ltd. | $42.3M | 606,367 | 0.00% | 31q | +8.8%+$3.4M |
| Squarepoint Ops LLC | $40.9M | 585,834 | 0.05% | 3q | +716.1%+$35.9M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $39.2M | 561,354 | 0.26% | 26q | -5.6%-$2.3M |
| BANK OF NOVA SCOTIA | $36.3M | 519,811 | 0.05% | 4q | +52.1%+$12.4M |
| KENNEDY CAPITAL MANAGEMENT LLC | $33.4M | 478,500 | 0.59% | 31q | -1.4%-$474.5K |
| Prana Capital Management, LP | $33.4M | 478,332 | 1.01% | 7q | +12.8%+$3.8M |
| TUDOR INVESTMENT CORP ET AL | $32.8M | 470,515 | 0.05% | 4q | -4.0%-$1.4M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $32.2M | 461,858 | 0.14% | 7q | +1.3%+$418.3K |
| Walleye Capital LLC | $31.8M incl. $104.7K options CALL | 454,339 | 0.11% | 14q | +2.3%+$715.2K |
| FIRST TRUST ADVISORS LP | $31.4M | 449,845 | 0.02% | 31q | +292.4%+$23.4M |
| WELLS FARGO & COMPANY/MN | $30.2M | 433,356 | 0.00% | 31q | HELD |
| ALGERT GLOBAL LLC | $28.6M | 409,817 | 0.34% | 18q | +11.2%+$2.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $28.4M | 407,495 | 0.01% | 2q | +1699.7%+$26.9M |
| Russell Investments Group, Ltd. | $28.0M | 401,003 | 0.02% | 31q | -5.2%-$1.5M |
| RHUMBLINE ADVISERS | $27.2M | 389,273 | 0.02% | 31q | HELD |
| HRT FINANCIAL LP | $26.8M | 384,174 | 0.05% | 6q | +145.7%+$15.9M |
| RENAISSANCE TECHNOLOGIES LLC | $26.2M | 374,823 | 0.04% | 2q | +271.8%+$19.1M |
| Retirement Systems of Alabama | $25.8M | 370,192 | 0.08% | 31q | -7.1%-$2.0M |
| JPMORGAN CHASE & CO | $25.7M | 370,620 | 0.00% | 31q | -14.1%-$4.2M |
| SEI INVESTMENTS CO | $25.0M | 358,646 | 0.02% | 31q | -13.1%-$3.8M |
| MACKENZIE FINANCIAL CORP | $24.8M | 355,067 | 0.02% | 3q | +1710.7%+$23.4M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $24.2M | 346,463 | 0.00% | 31q | -31.6%-$11.2M |
| California Public Employees Retirement System | $23.3M | 334,625 | 0.01% | 31q | -2.2%-$519.1K |
| PANAGORA ASSET MANAGEMENT INC | $23.3M | 333,795 | 0.07% | 31q | HELD |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $23.0M | 329,777 | 0.18% | 5q | +4.1%+$915.7K |
| Nuveen, LLC | $22.0M | 315,694 | 0.01% | 6q | +3.5%+$737.3K |
| BARCLAYS PLC | $21.3M | 305,958 | 0.00% | 31q | -37.3%-$12.7M |
| Swiss National Bank | $21.1M | 302,819 | 0.01% | 31q | HELD |
| WINTON GROUP Ltd | $20.9M | 299,748 | 0.68% | 2q | +21.4%+$3.7M |
| NATIXIS | $18.7M | 267,361 | 0.08% | 4q | +22.6%+$3.4M |
| Quantinno Capital Management LP | $18.5M | 264,685 | 0.02% | 25q | -14.1%-$3.0M |
| RAYMOND JAMES FINANCIAL INC | $18.3M | 262,204 | 0.00% | 7q | HELD |
| Ancora Advisors LLC | $17.7M | 254,005 | 0.34% | 9q | -6.3%-$1.2M |
| STATE OF WISCONSIN INVESTMENT BOARD | $17.2M | 247,132 | 0.03% | 31q | -5.9%-$1.1M |
| GLENMEDE TRUST CO NA | $17.1M | 244,976 | 0.08% | 29q | -5.8%-$1.1M |
| CITIGROUP INC | $16.9M incl. $7.0M options CALL | 142,016 | 0.01% | 31q | +9.4%+$1.4M |
| Connor, Clark & Lunn Investment Management Ltd. | $16.9M | 241,582 | 0.03% | 2q | +115.7%+$9.0M |
| Voleon Capital Management LP | $16.5M | 236,298 | 0.30% | 6q | -10.0%-$1.8M |
| PDT Partners, LLC | $16.0M | 229,968 | 0.84% | 3q | +104.4%+$8.2M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $16.0M | 228,631 | 0.30% | 2q | +76.0%+$6.9M |
| AMERIPRISE FINANCIAL INC | $15.0M | 214,433 | 0.00% | 31q | -5.4%-$860.9K |
| Access Investment Management LLC | $14.9M | 214,024 | 3.82% | 10q | HELD |
| PEREGRINE CAPITAL MANAGEMENT LLC | $14.2M | 202,865 | 0.46% | 31q | +4.0%+$547.6K |
| Moran Wealth Management, LLC | $14.1M | 202,225 | 0.38% | 6q | -1.1%-$149.8K |
| Curi Capital, LLC | $14.0M | 200,717 | 0.22% | 31q | +8.4%+$1.1M |
| Legal & General Group Plc | $13.7M | 196,000 | 0.00% | 31q | -1.5%-$202.6K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $13.7M | 196,000 | 0.02% | 6q | -20.3%-$3.5M |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $13.6M | 195,601 | 0.03% | 31q | -6.8%-$999.7K |
| ExodusPoint Capital Management, LP | $13.4M | 192,460 | 0.09% | 5q | +90.9%+$6.4M |
| Crestwood Advisors Group, LLC | $13.4M | 192,044 | 0.20% | 12q | -0.8%-$108.3K |
| XTX Topco Ltd | $12.3M | 176,354 | 0.16% | 2q | +120.4%+$6.7M |
| VAN ECK ASSOCIATES CORP | $12.3M | 175,822 | 0.01% | 17q | +19.1%+$2.0M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $12.2M | 174,696 | 0.01% | 31q | -1.6%-$198.3K |
| Schonfeld Strategic Advisors LLC | $11.7M | 167,276 | 0.04% | 8q | +62.4%+$4.5M |
| Caisse de depot et placement du Quebec | $11.7M | 167,184 | 0.02% | 2q | -6.3%-$782.1K |
Showing the largest 100 of 599 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-23 | Brown Maryam S. | Director | Sold | 4,700 | $372.2K ×2 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 166 | $231.3M | 3,308,041 | 17 | 51 | 46 | 0.0% |
| Q2 2026 | 599 | $9.7B | 138,567,659 | 55 | 181 | 246 | 0.3% |
| Q1 2026 | 639 | $10.3B | 136,929,015 | 68 | 252 | 209 | 0.1% |
| Q4 2025 | 635 | $11.4B | 90,583,099 | 100 | 210 | 188 | 0.2% |
| Q3 2025 | 556 | $10.0B | 88,075,738 | 96 | 189 | 150 | 0.2% |
| Q2 2025 | 491 | $9.3B | 89,842,088 | 49 | 151 | 186 | 0.2% |
| Q1 2025 | 527 | $8.5B | 89,705,031 | 69 | 195 | 136 | 0.2% |
| Q4 2024 | 513 | $9.3B | 87,659,791 | 74 | 140 | 158 | 0.4% |
| Q3 2024 | 446 | $8.3B | 88,299,541 | 41 | 138 | 155 | 0.4% |
| Q2 2024 | 437 | $7.4B | 87,587,013 | 56 | 127 | 150 | 0.3% |
| Q1 2024 | 437 | $7.1B | 90,733,622 | 86 | 126 | 128 | 0.3% |
| Q4 2023 | 378 | $6.0B | 87,116,462 | 31 | 94 | 157 | 0.2% |
| Q3 2023 | 365 | $5.3B | 86,711,969 | 39 | 115 | 123 | 0.2% |
| Q2 2023 | 368 | $5.2B | 86,373,963 | 36 | 110 | 140 | 0.2% |
| Q1 2023 | 365 | $5.2B | 87,954,466 | 52 | 130 | 116 | 0.2% |
| Q4 2022 | 364 | $5.2B | 88,345,582 | 50 | 95 | 139 | 0.1% |
| Q3 2022 | 323 | $5.3B | 101,791,123 | 26 | 113 | 120 | 0.2% |
| Q2 2022 | 341 | $5.8B | 102,488,983 | 36 | 119 | 124 | 0.2% |
| Q1 2022 | 360 | $6.2B | 91,142,071 | 51 | 109 | 110 | 0.7% |
| Q4 2021 | 345 | $7.9B | 112,441,217 | 43 | 109 | 110 | 0.2% |
| Q3 2021 | 325 | $7.3B | 107,782,210 | 27 | 80 | 126 | 0.3% |
| Q2 2021 | 339 | $7.0B | 108,062,539 | 57 | 76 | 141 | 0.3% |
| Q1 2021 | 301 | $8.8B | 136,364,775 | 38 | 84 | 124 | 0.5% |
| Q4 2020 | 293 | $7.0B | 138,346,573 | 45 | 76 | 119 | 0.8% |
| Q3 2020 | 273 | $6.1B | 121,140,653 | 34 | 81 | 97 | 0.1% |
| Q2 2020 | 268 | $4.3B | 90,107,934 | 37 | 92 | 89 | 0.3% |
| Q1 2020 | 264 | $6.7B | 163,156,036 | 31 | 105 | 80 | 0.2% |
| Q4 2019 | 284 | $6.0B | 98,048,889 | 35 | 66 | 107 | 0.3% |
| Q3 2019 | 268 | $5.7B | 99,810,534 | 26 | 74 | 96 | 0.3% |
| Q2 2019 | 280 | $6.5B | 109,522,181 | 47 | 86 | 81 | 0.8% |
| Q1 2019 | 269 | $5.5B | 104,343,763 | 42 | 86 | 81 | 0.5% |
| Q4 2018 | 257 | $4.4B | 105,459,877 | 2 | 5 | 6 | 0.2% |