Institutional Ownership Stifel Financial Corp (SF)
This table provides information about the institutional ownership of Stifel Financial Corp (SF). We have compiled data on the 540 institutions that hold shares in the stock, with a total of 80.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
67
shares
|
$7,071
0.0% of portfolio
|
Q3 2024
Reduced 33.0%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
65
shares
|
$6,860
0.0% of portfolio
|
Q4 2024
Reduced 98.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
60
shares
|
$6,333
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
59
shares
|
$6,227
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
55
shares
|
$5,805
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
54
shares
|
$5,699
0.0% of portfolio
|
Q4 2024
Added 116.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
52
shares
|
$5,488
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
47
shares
|
$4,960
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
44
shares
|
$4,644
0.0% of portfolio
|
Q4 2024
Reduced 10.2%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
43
shares
|
$4,538
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
42
shares
|
$4,433
0.0% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
40
shares
|
$4,222
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
39
shares
|
$4,116
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
39
shares
|
$4,116
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
38
shares
|
$4,010
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
37
shares
|
$3,905
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
36
shares
|
$3,799
0.0% of portfolio
|
Q3 2024
Added 89.47%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
36
shares
|
$3,799
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
35
shares
|
$3,694
0.0% of portfolio
|
Q2 2024
Reduced 10.26%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
32
shares
|
$3,377
0.0% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
28
shares
|
$2,955
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
26
shares
|
$2,744
0.0% of portfolio
|
Q4 2024
Added 550.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
26
shares
|
$2,744
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
25
shares
|
$2,638
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
23
shares
|
$2,427
0.0% of portfolio
|
Q3 2024
Added 4.55%
|