Security record
SF
Stifel Financial Corp · Financial Services · Investment - Banking & Investment Services
135Tracked holders
-1Δ holders
104.64MShares held
$7.31BReported value
+6New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth -0.7% ·
share flow +1.0% ·
net new positions 0.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 135 | -1 | 104.64M | $7.31B | +6 | −6 |
| Q1 2026 | 138 | +3 | 101.93M | $7.67B | +8 | −6 |
| Q4 2025 | 134 | -2 | 72.17M | $9.03B | +2 | −3 |
| Q3 2025 | 20 | +1 | 42.33M | $4.80B | +1 | −1 |
| Q2 2025 | 17 | -2 | 44.22M | $4.59B | — | −2 |
| Q1 2025 | 16 | +1 | 14.51M | $1.36B | +1 | — |
| Q4 2024 | 15 | +1 | 12.47M | $1.32B | +1 | — |
| Q3 2024 | 13 | 0 | 8.70M | $817.07M | — | — |
| Q2 2024 | 13 | — | 7.37M | $619.38M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 14.78M | +2.0% | $1.03B | 0.0% | ▲ Add | 5 | SEC ↗ ×20 |
| 2 | Fidelity (FMR) ✦ | 8.53M | +4.9% | $595.47M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 3 | Vanguard Capital Management Llc | 6.66M | +0.2% | $464.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 6.00M | -29.1% | $418.72M | 0.1% | ▼ Trim | 9 | SEC ↗ ×10 |
| 5 | State Street Global Advisors ✦ (passive) | 4.88M | +4.8% | $340.18M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | Boston Partners | 4.40M | +3.9% | $307.33M | 0.3% | ▲ Add | 3 | SEC ↗ ×4 |
| 7 | Stifel Financial Corp | 3.89M | +3.0% | $271.19M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 8 | Dimensional Fund Advisors Lp | 2.90M | +10.9% | $202.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 9 | Geode Capital Management ✦ (passive) | 2.90M | +1.6% | $202.17M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 10 | Alliancebernstein L.P. | 2.64M | -2.6% | $194.95M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | Capital Research Global Investors | 2.68M | -4.1% | $187.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wellington Management ✦ | 2.57M | -30.6% | $178.99M | 0.0% | ▼ Trim | 9 | SEC ↗ ×5 |
| 13 | Morgan Stanley ✦ | 2.29M | +16.0% | $159.83M | 0.0% | ▲ Add | 4 | SEC ↗ ×19 |
| 14 | Norges Bank ✦ (passive) | 2.06M | New | $143.84M | 0.0% | New | 1 | SEC ↗ |
| 15 | Millennium Management ✦ | 1.97M | +364.5% | $137.60M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 1.77M | -5.6% | $123.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 17 | Goldman Sachs Group ✦ | 1.67M | +50.2% | $116.55M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 18 | Fisher Asset Management ✦ | 1.65M | -2.1% | $115.27M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 19 | Northern Trust Corp | 1.53M | +0.3% | $107.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 20 | Qube Research & Technologies Ltd | 1.52M | +20.5% | $106.30M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 21 | Nomura Asset Management… | 1.41M | -3.9% | $98.04M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 1.34M | -2.3% | $93.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×13 |
| 23 | Charles Schwab Investment… | 1.33M | -0.5% | $92.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | Two Sigma Investments ✦ | 1.23M | +235.0% | $85.61M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | UBS Group AG | 1.03M | +31.5% | $72.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 26 | Principal Financial Group Inc | 1.02M | -4.8% | $71.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 27 | Assenagon Asset Management S.A. | 981.52K | +674.4% | $68.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | Bnp Paribas Financial Markets | 875.16K | +29.6% | $61.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | D. E. Shaw & Co. ✦ | 762.41K | +22.5% | $53.19M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 30 | Hotchkis & Wiley Capital Management… | 757.14K | +32.4% | $52.83M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 31 | New York State Common Retirement… | 689.30K | -0.1% | $48.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 32 | Victory Capital Management Inc | 665.41K | -23.5% | $46.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Loomis Sayles & Co L P | 651.89K | -3.2% | $45.48M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 34 | Envestnet Asset Management Inc | 638.58K | -0.3% | $44.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | UBS AM, a distinct business unit of… | 623.01K | +51.9% | $43.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 36 | Invesco Ltd. | 606.37K | +8.8% | $42.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 37 | Citadel Advisors ✦ | 591.40K | +93.8% | $41.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Squarepoint Ops LLC | 585.83K | +716.1% | $40.87M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 39 | Bank Of Nova Scotia | 519.81K | +52.1% | $36.27M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 40 | Tudor Investment Corp Et Al | 470.51K | -4.0% | $32.83M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 41 | First Trust Advisors Lp | 449.85K | +292.4% | $31.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 433.36K | +0.3% | $30.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 43 | Arrowstreet Capital ✦ | 407.50K | +1699.7% | $28.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 401.00K | -5.2% | $27.98M | 0.0% | ▼ Trim | 3 | SEC ↗ ×15 |
| 45 | Rhumbline Advisers | 389.27K | -0.2% | $27.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Hrt Financial Lp | 384.17K | +145.7% | $26.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Renaissance Technologies ✦ | 374.82K | +271.8% | $26.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 370.62K | -14.1% | $25.68M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 49 | Sei Investments Co | 358.65K | -13.1% | $25.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 50 | Mackenzie Financial Corp | 355.07K | +1710.7% | $24.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | T. Rowe Price ✦ | 346.46K | -31.6% | $24.17M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 52 | California Public Employees… | 334.62K | -2.2% | $23.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Nuveen, LLC | 315.69K | +3.5% | $22.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 54 | Barclays Plc | 305.96K | -37.3% | $21.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 55 | Swiss National Bank | 302.82K | +0.2% | $21.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Quantinno Capital Management LP | 264.69K | -14.1% | $18.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Raymond James Financial Inc | 262.20K | -0.1% | $18.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 58 | State Of Wisconsin Investment Board | 247.13K | -5.9% | $17.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Connor, Clark & Lunn Investment… | 241.58K | +115.7% | $16.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 60 | Ameriprise Financial Inc | 214.43K | -5.4% | $14.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 61 | Legal & General Group Plc | 196.00K | -1.5% | $13.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 62 | Adage Capital Partners ✦ | 196.00K | -20.3% | $13.67M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 63 | Caisse De Depot Et Placement Du… | 167.18K | -6.3% | $11.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Amundi | 153.88K | -68.7% | $10.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | State Board Of Administration Of… | 150.15K | -2.3% | $10.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Citigroup Inc | 142.02K | +9.4% | $9.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 67 | Man Group plc | 141.35K | +30.3% | $9.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 68 | Franklin Resources Inc | 130.19K | -20.6% | $9.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 69 | Royal Bank Of Canada | 129.98K | -9.2% | $9.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 70 | Universal- Beteiligungs- und… | 121.23K | -5.9% | $8.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | American Century Companies Inc | 119.16K | +10.6% | $8.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Cerity Partners LLC | 115.58K | -36.9% | $8.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 73 | Creative Planning | 115.38K | -23.7% | $8.05M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 74 | Hsbc Holdings Plc | 111.31K | +36.9% | $7.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 75 | Manufacturers Life Insurance… | 110.59K | +1.4% | $7.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Healthcare Of Ontario Pension Plan… | 99.40K | New | $6.94M | 0.0% | New | 1 | SEC ↗ |
| 77 | Bank Of Montreal /Can/ | 95.88K | +20.9% | $6.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 78 | Mariner, LLC | 95.69K | -58.1% | $6.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Canada Pension Plan Investment Board | 93.95K | -8.0% | $6.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Lazard Asset Management Llc | 90.39K | -21.4% | $6.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | National Bank Of Canada /Fi/ | 87.52K | -51.4% | $6.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 82 | Fifth Third Bancorp | 71.06K | -4.0% | $4.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Mercer Global Advisors Inc /Adv | 62.83K | -24.9% | $4.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | LPL Financial LLC | 54.55K | -27.2% | $3.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Us Bancorp \De\ | 52.77K | -6.3% | $3.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 86 | Allspring Global Investments… | 49.01K | -45.7% | $3.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 87 | Schroder Investment Management Group | 50.62K | -18.5% | $3.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 88 | Voya Investment Management Llc | 48.48K | -78.6% | $3.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Focus Partners Wealth | 48.04K | -32.9% | $3.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Mml Investors Services, Llc | 44.56K | +8.1% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Wealth Enhancement Advisory… | 43.35K | -51.1% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Captrust Financial Advisors | 39.76K | -29.0% | $2.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Zurcher Kantonalbank (Zurich… | 39.74K | 0.0% | $2.77M | 0.0% | Held | 3 | SEC ↗ |
| 94 | Prudential Financial Inc | 34.53K | -27.1% | $2.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Assetmark, Inc | 34.10K | -4.7% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Cetera Investment Advisers | 33.57K | -3.2% | $2.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Pnc Financial Services Group, Inc. | 31.50K | +2.4% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 98 | Jones Financial Companies Lllp | 30.16K | +11.0% | $2.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 99 | Corient Private Wealth LP | 26.36K | -23.3% | $1.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Truist Financial Corp | 25.90K | -1.6% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $143.84M | 0.0% |
| Healthcare Of Ontario Pension… | $6.94M | 0.0% |
Exited
| Point72 Asset Management | $53.68M | was 0.1% |
| Balyasny Asset Management L.P. | $4.90M | was 0.0% |
| Credit Agricole S A | $2.39M | was 0.0% |
| Alyeska Investment Group, L.P. | $1.40M | was 0.0% |
| Td Asset Management Inc | $354,816 | was 0.0% |
| Lido Advisors, LLC | $238,773 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 624 holders, 136.41M shares, $9.93B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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