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Stifel Financial Corp. (SF) institutional ownership

Latest close $77.61 Jul 21, 2026
Market cap$11.4B 52-week range SectorFinancial Services
Funds holding · Q1 2026
639
reported SF position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
333 buyers · 306 sellers

Stifel Financial Corp. (SF) price and institutional activity

Dates

Q1 2026

$0 bought by 333 investors
AQR Capital Management LLCJacobs Levy Equity Management, Inc +331 more
$0 sold by 306 investors
Invesco Ltd.Norges +304 more
Bought Sold Totals per quarter; hover a bar for the names.

Stifel Financial Corp. (SF) institutional activity · 639

Investor Type Est. change Change Δ Own Date
AQR Capital Management LLC · Added
Change +4.1M Date Q1 2026
AQR Capital Management LLC Added· Q1 2026 +4.1M Q1 2026
Invesco Ltd. · Reduced
Change −1.6M Δ Own −74.0% Date Q1 2026
Invesco Ltd. Reduced· Q1 2026 −1.6M −74.0% Q1 2026
Norges · Exited
Change −1.4M Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −1.4M −100.0% Q1 2026
Jacobs Levy Equity Management, Inc · New
Change +1.4M Date Q1 2026
Jacobs Levy Equity Management, Inc New· Q1 2026 +1.4M Q1 2026
Wellington Management Group LLP · Reduced
Change −1.3M Δ Own −25.9% Date Q1 2026
Wellington Management Group LLP Reduced· Q1 2026 −1.3M −25.9% Q1 2026
Alyeska Investment Group, L.P. · Reduced
Change −980K Date Q1 2026
Alyeska Investment Group, L.P. Reduced· Q1 2026 −980K Q1 2026
Channing Capital Management, LLC · Reduced
Change −960K Date Q1 2026
Channing Capital Management, LLC Reduced· Q1 2026 −960K Q1 2026
Balyasny Asset Management L.P. · Reduced
Change −940K Date Q1 2026
Balyasny Asset Management L.P. Reduced· Q1 2026 −940K Q1 2026
Boston Partners · Added
Change +755K Date Q1 2026
Boston Partners Added· Q1 2026 +755K Q1 2026
Point72 Asset Management, L.P. · New
Change +726K Date Q1 2026
Point72 Asset Management, L.P. New· Q1 2026 +726K Q1 2026
Voya Investment Management LLC · Reduced
Change −650K Date Q1 2026
Voya Investment Management LLC Reduced· Q1 2026 −650K Q1 2026
Marshall Wace, LLP · Reduced
Change −635K Date Q1 2026
Marshall Wace, LLP Reduced· Q1 2026 −635K Q1 2026
Vanguard · Added
Change +589K Date Q1 2026
Vanguard Added· Q1 2026 +589K Q1 2026
Qube Research & Technologies Ltd · Added
Change +515K Date Q1 2026
Qube Research & Technologies Ltd Added· Q1 2026 +515K Q1 2026
Capital Research Global Investors · Reduced
Change −515K Δ Own −15.5% Date Q1 2026
Capital Research Global Investors Reduced· Q1 2026 −515K −15.5% Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 639

Famous investor activity in Stifel Financial Corp. (SF)

Stifel Financial Corp. (SF) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Berlew Adam T. · Director Grant (A) $175K
Price $71.40 Qty 2K Owned 2K Trade date Jun 9, 2026 Filed date Jun 11, 2026
Berlew Adam T. Director Grant (A) $71.40 2K $175K 2K Jun 9, 2026 Jun 11, 2026
Brown Maryam S. · Director Grant (A) $175K
Price $71.40 Qty 2K Owned 2K Trade date Jun 9, 2026 Filed date Jun 11, 2026
Brown Maryam S. Director Grant (A) $71.40 2K $175K 2K Jun 9, 2026 Jun 11, 2026
Brown Michael W. · Director Grant (A) $175K
Price $71.40 Qty 2K Owned 2K Trade date Jun 9, 2026 Filed date Jun 11, 2026
Brown Michael W. Director Grant (A) $71.40 2K $175K 2K Jun 9, 2026 Jun 11, 2026
Carnoy Lisa Landau · Director Grant (A) $175K
Price $71.40 Qty 2K Owned 2K Trade date Jun 9, 2026 Filed date Jun 11, 2026
Carnoy Lisa Landau Director Grant (A) $71.40 2K $175K 2K Jun 9, 2026 Jun 11, 2026
Kavanaugh James P. · Director Grant (A) $175K
Price $71.40 Qty 2K Owned 2K Trade date Jun 9, 2026 Filed date Jun 11, 2026
Kavanaugh James P. Director Grant (A) $71.40 2K $175K 2K Jun 9, 2026 Jun 11, 2026
Nesi Victor · Director Grant (A) $175K
Price $71.40 Qty 2K Owned 91K Trade date Jun 9, 2026 Filed date Jun 11, 2026
Nesi Victor Director Grant (A) $71.40 2K $175K 91K Jun 9, 2026 Jun 11, 2026
Peacock David A. · Director Grant (A) $175K
Price $71.40 Qty 2K Owned 2K Trade date Jun 9, 2026 Filed date Jun 11, 2026
Peacock David A. Director Grant (A) $71.40 2K $175K 2K Jun 9, 2026 Jun 11, 2026
Grady Robert Edward · Director Grant (A) $175K
Price $71.40 Qty 2K Owned 2K Trade date Jun 9, 2026 Filed date Jun 11, 2026
Grady Robert Edward Director Grant (A) $71.40 2K $175K 2K Jun 9, 2026 Jun 11, 2026
Zimmerman Michael J. · Director Grant (A) $175K
Price $71.40 Qty 2K Owned 2K Trade date Jun 9, 2026 Filed date Jun 11, 2026
Zimmerman Michael J. Director Grant (A) $71.40 2K $175K 2K Jun 9, 2026 Jun 11, 2026
Markus Maura A. · Director Grant (A) $175K
Price $71.40 Qty 2K Owned 2K Trade date Jun 9, 2026 Filed date Jun 11, 2026
Markus Maura A. Director Grant (A) $71.40 2K $175K 2K Jun 9, 2026 Jun 11, 2026
Brown Michael W. · Director 2 operations 0
Owned 0 Trade date Jun 4, 2026 Filed date Jun 8, 2026
Brown Michael W. Director 2 operations 0 0 Jun 4, 2026 Jun 8, 2026
Zimmerman Michael J. · Director 2 operations 0
Owned 0 Trade date Jun 4, 2026 Filed date Jun 8, 2026
Zimmerman Michael J. Director 2 operations 0 0 Jun 4, 2026 Jun 8, 2026
Markus Maura A. · Director 2 operations 0
Owned 0 Trade date Jun 4, 2026 Filed date Jun 8, 2026
Markus Maura A. Director 2 operations 0 0 Jun 4, 2026 Jun 8, 2026
Peacock David A. · Director 2 operations 0
Owned 0 Trade date Jun 4, 2026 Filed date Jun 8, 2026
Peacock David A. Director 2 operations 0 0 Jun 4, 2026 Jun 8, 2026
Berlew Adam T. · Director Other Form 4 events -3K
Owned 0 Trade date Jun 4, 2026 Filed date Jun 8, 2026
Berlew Adam T. Director Other Form 4 events -3K 0 Jun 4, 2026 Jun 8, 2026
15 of 126
15 of 126 Sign in to continue to older insider transactions.

Stifel Financial Corp. (SF) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Vanguard Group Inc 10.5M
% of shares outstanding 10.2% Filing date Apr 10, 2024
Vanguard Group Inc 10.5M 10.2% Apr 10, 2024
BlackRock Inc. 9.0M
% of shares outstanding 8.8% Filing date Jan 25, 2024
BlackRock Inc. 9.0M 8.8% Jan 25, 2024
FMR LLC 8.0M
% of shares outstanding 7.8% Filing date Nov 12, 2024
FMR LLC 8.0M 7.8% Nov 12, 2024
AQR Capital Management, LLC 8.5M
% of shares outstanding 5.5% Filing date May 14, 2026
AQR Capital Management, LLC 8.5M 5.5% May 14, 2026
Vanguard Capital Management 7.8M
% of shares outstanding 5.0% Filing date Apr 30, 2026
Vanguard Capital Management 7.8M 5.0% Apr 30, 2026
Macquarie Group Ltd 4.4M
% of shares outstanding 4.2% Filing date Feb 11, 2022
Macquarie Group Ltd 4.4M 4.2% Feb 11, 2022
Capital Research Global Investors 3.5M
% of shares outstanding 3.4% Filing date Nov 12, 2024
Capital Research Global Investors 3.5M 3.4% Nov 12, 2024
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Stifel Financial Corp. (SF) ownership FAQ

Who owns SF?

639 reporting institutions disclosed SF position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.