Security record · archived quarter
SF
Stifel Financial Corp · Financial Services · Investment - Banking & Investment Services
134Tracked holders
-2Δ holders
72.17MShares held
$9.03BReported value
+2New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -1.5% ·
share flow -0.9% ·
net new positions -0.7%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
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 · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 9.59M | -4.1% | $1.20B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 9.59M | -4.1% | $1.20B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 9.59M | -4.1% | $1.20B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 9.59M | -4.1% | $1.20B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 9.59M | -4.1% | $1.20B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 9.33M | -0.4% | $1.17B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 9.33M | -0.4% | $1.17B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 9.33M | -0.4% | $1.17B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 9.33M | -0.4% | $1.17B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 9.33M | -0.4% | $1.17B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 9.33M | -0.4% | $1.17B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 9.33M | -0.4% | $1.17B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 9.33M | -0.4% | $1.17B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 9.33M | -0.4% | $1.17B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 9.33M | -0.4% | $1.17B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 9.33M | -0.4% | $1.17B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 9.33M | -0.4% | $1.17B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 9.33M | -0.4% | $1.17B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 9.33M | -0.4% | $1.17B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 9.33M | -0.4% | $1.17B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 9.33M | -0.4% | $1.17B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 9.33M | -0.4% | $1.17B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 5.52M | -5.9% | $690.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 5.52M | -5.9% | $690.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 5.52M | -5.9% | $690.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 5.52M | -5.9% | $690.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 5.52M | -5.9% | $690.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 5.52M | -5.9% | $690.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Wellington Management ✦ | 3.33M | -3.6% | $416.86M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 30 | Wellington Management ✦ | 3.33M | -3.6% | $416.86M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 31 | Wellington Management ✦ | 3.33M | -3.6% | $416.86M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 32 | Wellington Management ✦ | 3.33M | -3.6% | $416.86M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 33 | Wellington Management ✦ | 3.33M | -3.6% | $416.86M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 34 | State Street Global Advisors ✦ (passive) | 3.06M | -2.7% | $383.61M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 2.89M | +94.8% | $362.37M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 2.89M | +94.8% | $362.37M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 2.89M | +94.8% | $362.37M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 2.89M | +94.8% | $362.37M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 2.89M | +94.8% | $362.37M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 2.89M | +94.8% | $362.37M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 2.89M | +94.8% | $362.37M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 42 | Boston Partners | 2.32M | — | $290.94M | 0.3% | n/c | 1 | SEC ↗ |
| 43 | Boston Partners | 2.32M | — | $290.94M | 0.3% | n/c | 1 | SEC ↗ |
| 44 | Boston Partners | 2.32M | — | $290.94M | 0.3% | n/c | 1 | SEC ↗ |
| 45 | Boston Partners | 2.32M | — | $290.94M | 0.3% | n/c | 1 | SEC ↗ |
| 46 | Stifel Financial Corp | 2.29M | — | $286.17M | 0.3% | n/c | 1 | SEC ↗ |
| 47 | Stifel Financial Corp | 2.29M | — | $286.17M | 0.3% | n/c | 1 | SEC ↗ |
| 48 | Stifel Financial Corp | 2.29M | — | $286.17M | 0.3% | n/c | 1 | SEC ↗ |
| 49 | Stifel Financial Corp | 2.29M | — | $286.17M | 0.3% | n/c | 1 | SEC ↗ |
| 50 | Capital Research Global Investors | 2.21M | — | $276.55M | 0.1% | n/c | 1 | SEC ↗ |
| 51 | Alliancebernstein L.P. | 2.12M | — | $265.81M | 0.1% | n/c | 1 | SEC ↗ |
| 52 | Geode Capital Management ✦ (passive) | 1.84M | +0.9% | $231.03M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 53 | Geode Capital Management ✦ (passive) | 1.84M | +0.9% | $231.03M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 54 | Dimensional Fund Advisors Lp | 1.73M | — | $216.12M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Dimensional Fund Advisors Lp | 1.73M | — | $216.12M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Dimensional Fund Advisors Lp | 1.73M | — | $216.12M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Dimensional Fund Advisors Lp | 1.73M | — | $216.12M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Dimensional Fund Advisors Lp | 1.73M | — | $216.12M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Invesco Ltd. | 1.43M | — | $178.84M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Invesco Ltd. | 1.43M | — | $178.84M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Invesco Ltd. | 1.43M | — | $178.84M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Invesco Ltd. | 1.43M | — | $178.84M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Invesco Ltd. | 1.43M | — | $178.84M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Invesco Ltd. | 1.43M | — | $178.84M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Invesco Ltd. | 1.43M | — | $178.84M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Invesco Ltd. | 1.43M | — | $178.84M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Invesco Ltd. | 1.43M | — | $178.84M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Invesco Ltd. | 1.43M | — | $178.84M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Invesco Ltd. | 1.43M | — | $178.84M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Invesco Ltd. | 1.43M | — | $178.84M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Invesco Ltd. | 1.43M | — | $178.84M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Invesco Ltd. | 1.43M | — | $178.84M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Morgan Stanley ✦ | 1.41M | -0.1% | $175.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Morgan Stanley ✦ | 1.41M | -0.1% | $175.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Morgan Stanley ✦ | 1.41M | -0.1% | $175.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Morgan Stanley ✦ | 1.41M | -0.1% | $175.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Morgan Stanley ✦ | 1.41M | -0.1% | $175.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Morgan Stanley ✦ | 1.41M | -0.1% | $175.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Morgan Stanley ✦ | 1.41M | -0.1% | $175.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Morgan Stanley ✦ | 1.41M | -0.1% | $175.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Morgan Stanley ✦ | 1.41M | -0.1% | $175.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Morgan Stanley ✦ | 1.41M | -0.1% | $175.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Morgan Stanley ✦ | 1.41M | -0.1% | $175.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Morgan Stanley ✦ | 1.41M | -0.1% | $175.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Morgan Stanley ✦ | 1.41M | -0.1% | $175.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Morgan Stanley ✦ | 1.41M | -0.1% | $175.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Morgan Stanley ✦ | 1.41M | -0.1% | $175.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Morgan Stanley ✦ | 1.41M | -0.1% | $175.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Norges Bank ✦ (passive) | 1.38M | New | $172.45M | 0.0% | New | 1 | SEC ↗ |
| 90 | Marshall Wace ✦ | 1.28M | +50.9% | $160.88M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 91 | Marshall Wace ✦ | 1.28M | +50.9% | $160.88M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 92 | Marshall Wace ✦ | 1.28M | +50.9% | $160.88M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 93 | Fisher Asset Management ✦ | 1.20M | -3.7% | $150.02M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 94 | Bank Of America Corp /De/ | 1.18M | — | $148.02M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Bank Of America Corp /De/ | 1.18M | — | $148.02M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Bank Of America Corp /De/ | 1.18M | — | $148.02M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Bank Of America Corp /De/ | 1.18M | — | $148.02M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Bank Of America Corp /De/ | 1.18M | — | $148.02M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Bank Of America Corp /De/ | 1.18M | — | $148.02M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Bank Of America Corp /De/ | 1.18M | — | $148.02M | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $172.45M | 0.0% |
Exited
| Point72 Asset Management | $28.01M | was 0.1% |
| Citadel Advisors | $25.25M | was 0.0% |
| Renaissance Technologies | $466,929 | 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: Q4 2025 ·
Methodology ·
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