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SF — STIFEL FINL CORP

Reported value held$5.44B
Funds holding (latest)46
SectorFinancials
Funds holding (Q2 2026)38
Institutional value$4.16B · 59.95M sh
New / Add / Cut / Exit1 / 17 / 17 / 3
Top-5 / Top-10 concentration58.5% / 76.4%
Institutional holdings change Accumulating +1.9% (+1.12M sh)
Institutional value change Down -3.5%

As of Q2 2026, 38 SEC-registered investment managers reported holding SF (STIFEL FINL CORP) in their latest 13F filings, with a combined reported value of $4.16B across 59.95M shares. That is +1.9% by share count (+1.12M shares) versus the previous quarter, while reported value moved -3.5%. Ownership is concentrated: the five largest holders account for 58.5% of reported value and the top ten for 76.4%.

Compared with the prior quarter, 1 opened new positions, 17 added to existing stakes, 17 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

SF is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 9.59M $1.20B 0.02% Reduce
BlackRock Inc history Q2 2026 14.78M $1.03B 0.02% Add
Fidelity Management & Research (FMR) history Q2 2026 8.53M $595.47M 0.03% Add
AQR Capital Management history Q2 2026 6.00M $418.72M 0.15% Reduce
Geode Capital Management history Q2 2026 2.90M $202.17M 0.01% Add
Capital Research Global Investors history Q2 2026 2.68M $187.25M 0.03% Reduce
Wellington Management Group history Q2 2026 2.57M $178.99M 0.03% Reduce
Morgan Stanley history Q2 2026 2.29M $159.83M 0.01% Add
Norges Bank Investment Management history Q2 2026 2.06M $143.84M 0.01% Add
Millennium Management history Q2 2026 1.97M $137.60M 0.05% Add
Bank of America Corp history Q2 2026 1.77M $123.55M 0.01% Reduce
Goldman Sachs Group history Q2 2026 1.67M $116.55M 0.01% Add
Northern Trust Corp history Q2 2026 1.53M $107.03M 0.01% Hold
BNY Mellon history Q2 2026 1.34M $93.23M 0.01% Reduce
Charles Schwab Investment Management history Q2 2026 1.33M $92.57M 0.01% Hold
Two Sigma Investments history Q2 2026 1.23M $85.61M 0.07% Add
UBS Group AG history Q2 2026 1.03M $72.04M 0.01% Add
Principal Global Investors history Q2 2026 1.02M $71.39M 0.04% Reduce
Point72 Asset Management history Q1 2026 726.14K $53.68M 0.07% New
D. E. Shaw & Co history Q2 2026 762.41K $53.19M 0.03% Add

View all 46 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 9.31M 9.46M 9.42M 9.40M 9.37M 9.33M 14.49M 14.78M
Fidelity Management & Research (FMR) 833 897 364.25K 411.93K 291.00K 261.27K 262.93K 772.72K 2.22M 2.60M 3.05M 6.70M 7.96M 8.63M 9.49M 8.98M 5.86M 5.52M 8.14M 8.53M
AQR Capital Management 224.75K 265.65K 380.06K 466.58K 394.86K 441.59K 599.28K 656.96K 589.82K 455.28K 369.83K 371.44K 329.45K 334.17K 1.38M 1.17M 1.49M 2.89M 8.47M 6.00M
Geode Capital Management 1.48M 1.50M 1.35M 1.35M 1.36M 1.43M 1.47M 1.54M 1.56M 1.57M 1.63M 1.68M 1.70M 1.70M 1.79M 1.80M 1.83M 1.84M 2.85M 2.90M
Capital Research Global Investors 6.08M 6.08M 6.08M 6.09M 6.09M 6.09M 6.09M 6.09M 6.09M 6.09M 6.09M 3.47M 3.47M 3.47M 2.61M 2.25M 2.21M 2.21M 2.80M 2.68M
Wellington Management Group 604.41K 540.14K 533.53K 527.30K 443.59K 497.65K 492.82K 493.50K 484.05K 479.72K 454.97K 1.10M 1.96M 2.59M 2.48M 3.03M 3.45M 3.33M 3.70M 2.57M
Morgan Stanley 206.69K 193.99K 155.03K 649.62K 597.34K 3.12M 3.22M 2.50M 3.04M 2.56M 2.56M 2.39M 2.38M 2.56M 2.01M 1.53M 1.41M 1.41M 1.97M 2.29M
Norges Bank Investment Management — — — — — 1.04M — — — 1.22M — 1.22M — 1.30M — 1.38M — 1.38M — 2.06M
Millennium Management 2.27M 2.64M 2.91M 2.41M 2.36M 2.83M 1.93M 1.62M 1.62M 2.63M 1.32M 550.57K 1.18M 1.08M 656.38K 2.00M 1.44M 153.52K 424.56K 1.97M
Bank of America Corp 856.67K 844.81K 891.92K 893.48K 946.53K 987.25K 1.02M 847.88K 906.45K 897.72K 1.03M 1.01M 1.00M 1.03M 1.19M 1.10M 1.13M 1.18M 1.88M 1.77M
Goldman Sachs Group 1.74M 1.68M 1.37M 1.56M 2.00M 2.36M 1.25M 676.13K 1.08M 906.22K 609.44K 629.02K 996.69K 965.82K 886.71K 518.80K 653.61K 934.27K 1.11M 1.67M
Northern Trust Corp 1.23M 1.10M 1.10M 1.09M 1.08M 1.08M 1.08M 1.06M 1.04M 1.02M 922.28K 999.68K 983.08K 1.13M 1.14M 1.10M 1.09M 1.00M 1.53M 1.53M
BNY Mellon 1.24M 1.19M 1.19M 1.22M 1.21M 1.29M 1.27M 1.26M 1.20M 1.23M 1.18M 1.19M 1.09M 1.01M 985.77K 955.10K 933.23K 972.61K 1.37M 1.34M
Charles Schwab Investment Management 973.25K 982.31K 1.01M 1.05M 1.08M 1.11M 1.13M 1.16M 1.20M 1.21M 1.24M 1.25M 1.25M 1.23M 1.21M 1.20M 843.37K 841.75K 1.33M 1.33M
Two Sigma Investments 35.58K 46.65K 6.93K — 14.25K 95.68K 11.83K 86.98K — — — — — 106.45K 67.88K — — 14.48K 366.32K 1.23M
UBS Group AG 95.53K 103.10K 89.92K 17.62K 21.23K 20.30K 63.72K 90.24K 26.52K 44.02K 52.23K 41.23K 75.67K 104.85K 221.33K 183.60K 563.42K 368.31K 785.08K 1.03M
Principal Global Investors 796.96K 691.69K 693.11K 757.59K 661.41K 689.09K 683.99K 665.56K 1.18M 1.18M 1.33M 1.04M 1.01M 927.83K 890.03K 831.63K 736.03K 723.92K 1.08M 1.02M
D. E. Shaw & Co 353.00K 277.74K 155.73K 96.08K 125.62K 342.40K 149.74K 96.34K 48.47K 24.10K 10.30K 62.40K 73.02K 37.07K 55.15K 49.09K 152.06K 289.39K 622.38K 762.41K
Citadel Advisors 329.25K 30.50K 288.98K 146.59K 542.75K 446.31K 456.32K 323.33K 145.71K 55.80K 174.66K 379.62K 124.25K 153.18K 360.65K 146.49K 287.68K 58.90K 357.33K 641.60K
Invesco Ltd 1.93M 1.94M 1.35M 1.33M 1.13M 1.15M 1.01M 913.26K 978.48K 999.88K 1.26M 848.09K 1.02M 1.21M 1.21M 1.37M 1.36M 1.43M 557.33K 606.37K

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