SF
Stifel Financial Corp · Financial Services · Investment - Banking & Investment Services
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +18.1% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 1.96M | +78.3% | $183.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wellington Management ✦ | 1.96M | +78.3% | $183.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wellington Management ✦ | 1.96M | +78.3% | $183.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wellington Management ✦ | 1.96M | +78.3% | $183.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 1.70M | +1.2% | $159.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 1.70M | +1.2% | $159.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Fisher Asset Management ✦ | 1.46M | +4.7% | $137.51M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Norges Bank ✦ (passive) | 1.25M | +1.7% | $116.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Millennium Management ✦ | 1.18M | +113.7% | $110.47M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Marshall Wace ✦ | 458.64K | -2.7% | $43.07M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Marshall Wace ✦ | 458.64K | -2.7% | $43.07M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 329.45K | -11.3% | $30.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 329.45K | -11.3% | $30.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 329.45K | -11.3% | $30.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Arrowstreet Capital ✦ | 172.27K | +80.0% | $16.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 73.02K | +17.0% | $6.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 73.02K | +17.0% | $6.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 55.66K | +6.7% | $5.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 46.95K | -82.5% | $4.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Renaissance Technologies ✦ | 15.81K | -82.0% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Bridgewater Associates ✦ | 10.82K | -22.5% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.