Security record · archived quarter
SF
Stifel Financial Corp · Financial Services · Investment - Banking & Investment Services
138Tracked holders
+3Δ holders
101.93MShares held
$7.67BReported value
+8New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth +2.2% ·
share flow +30.0% ·
net new positions +1.4%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 626.15K | $43.51M | n/a | n/a |
| Q2 2026 | 133 | -1 | 104.48M | $7.30B | +6 | −8 |
| 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 | n/a | −2 |
| Q1 2025 | 16 | +1 | 14.51M | $1.36B | +1 | n/a |
| Q4 2024 | 15 | +1 | 12.47M | $1.32B | +1 | n/a |
| Q3 2024 | 13 | 0 | 8.70M | $817.07M | n/a | n/a |
| Q2 2024 | 13 | n/a | 7.37M | $619.38M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 14.49M | +3.5% | $1.07B | 0.0% | ▲ Add | 4 | SEC ↗ ×20 |
| 2 | AQR Capital Management ✦ | 8.47M | +95.1% | $622.11M | 0.3% | ▲ Add | 8 | SEC ↗ ×10 |
| 3 | Fidelity (FMR) ✦ | 8.14M | -1.7% | $601.43M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 4 | Vanguard Capital Management Llc | 6.65M | n/a | $491.39M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 4.65M | +1.2% | $343.92M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Alliancebernstein L.P. | 2.71M | -15.0% | $338.98M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Boston Partners | 4.24M | +21.7% | $313.45M | 0.3% | ▲ Add | 2 | SEC ↗ ×4 |
| 8 | Stifel Financial Corp | 3.78M | +10.1% | $279.07M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Wellington Management ✦ | 3.70M | -25.9% | $273.37M | 0.1% | ▼ Trim | 8 | SEC ↗ ×5 |
| 10 | Geode Capital Management ✦ (passive) | 2.85M | +3.0% | $210.83M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 11 | Capital Research Global Investors | 2.80M | -15.5% | $206.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Dimensional Fund Advisors Lp | 2.62M | +1.1% | $193.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 13 | Morgan Stanley ✦ | 1.97M | -6.3% | $145.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×21 |
| 14 | Bank Of America Corp /De/ | 1.88M | +5.8% | $138.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 15 | Fisher Asset Management ✦ | 1.69M | -6.1% | $124.76M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 16 | Northern Trust Corp | 1.53M | +1.8% | $113.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 17 | Nomura Asset Management… | 1.46M | +0.1% | $108.12M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 1.37M | -6.3% | $101.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×14 |
| 19 | Charles Schwab Investment… | 1.33M | +5.6% | $98.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Marshall Wace ✦ | 1.29M | -32.9% | $95.54M | 0.1% | ▼ Trim | 8 | SEC ↗ ×2 |
| 21 | Qube Research & Technologies Ltd | 1.26M | +68.8% | $93.47M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 1.11M | -20.8% | $82.20M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 23 | Principal Financial Group Inc | 1.08M | -1.0% | $79.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Victory Capital Management Inc | 869.58K | -7.5% | $64.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | UBS Group AG | 785.08K | +42.1% | $58.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 26 | Point72 Asset Management ✦ | 726.14K | New | $53.68M | 0.1% | New | 1 | SEC ↗ |
| 27 | New York State Common Retirement… | 689.71K | -25.5% | $50.98M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 28 | Bnp Paribas Financial Markets | 675.53K | +15.5% | $49.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Loomis Sayles & Co L P | 673.60K | +22.1% | $49.79M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Envestnet Asset Management Inc | 640.35K | +2.9% | $47.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | D. E. Shaw & Co. ✦ | 622.38K | +43.4% | $46.01M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 32 | Hotchkis & Wiley Capital Management… | 571.76K | -8.0% | $42.26M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 33 | Invesco Ltd. | 557.33K | -74.0% | $41.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×13 |
| 34 | T. Rowe Price ✦ | 506.72K | +1.8% | $37.46M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 35 | Amundi | 491.42K | +35.1% | $36.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Tudor Investment Corp Et Al | 489.91K | +439.2% | $36.21M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 37 | Barclays Plc | 487.65K | +165.0% | $36.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 38 | Wells Fargo & Company/Mn | 432.02K | -1.3% | $31.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 39 | Jane Street Group, Llc | 431.91K | +63.1% | $31.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | Millennium Management ✦ | 424.56K | +84.4% | $31.38M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 423.01K | +549.3% | $31.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×18 |
| 42 | JPMorgan Chase ✦ | 431.36K | +8.2% | $31.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 43 | Sei Investments Co | 412.51K | +7.9% | $30.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 44 | UBS AM, a distinct business unit of… | 410.19K | +4.6% | $30.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 45 | Rhumbline Advisers | 389.92K | +1.9% | $28.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Two Sigma Investments ✦ | 366.32K | +1586.9% | $27.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | California Public Employees… | 342.06K | +13.3% | $25.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Bank Of Nova Scotia | 341.86K | +210.9% | $25.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Quantinno Capital Management LP | 308.25K | -4.0% | $22.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Citadel Advisors ✦ | 305.13K | New | $22.56M | 0.0% | New | 1 | SEC ↗ ×2 |
| 51 | Nuveen, LLC | 305.13K | -7.2% | $22.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 52 | Swiss National Bank | 302.12K | 0.0% | $22.33M | 0.0% | Held | 2 | SEC ↗ |
| 53 | State Of Wisconsin Investment Board | 262.52K | -6.5% | $19.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Raymond James Financial Inc | 262.44K | +9.1% | $19.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 55 | Adage Capital Partners ✦ | 246.00K | +13.9% | $18.18M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 56 | Mariner, LLC | 228.65K | +70.8% | $16.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 57 | Ameriprise Financial Inc | 226.77K | +0.8% | $16.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 58 | Voya Investment Management Llc | 226.69K | -74.2% | $16.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 59 | Legal & General Group Plc | 198.90K | -13.6% | $14.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 60 | Deutsche Bank Ag\ | 185.88K | +62.9% | $13.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 61 | Cerity Partners LLC | 183.16K | -15.2% | $13.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 62 | National Bank Of Canada /Fi/ | 179.94K | +22506.0% | $13.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 63 | Caisse De Depot Et Placement Du… | 178.39K | New | $13.19M | 0.0% | New | 1 | SEC ↗ |
| 64 | California State Teachers… | 177.54K | +22.7% | $13.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Franklin Resources Inc | 164.00K | +221.4% | $12.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 66 | Hrt Financial Lp | 156.34K | +214.9% | $11.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | State Board Of Administration Of… | 153.62K | 0.0% | $11.36M | 0.0% | Held | 2 | SEC ↗ |
| 68 | Creative Planning | 151.19K | +37.2% | $11.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Royal Bank Of Canada | 143.08K | -4.7% | $10.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 70 | Cwm, Llc | 140.17K | +50.2% | $10.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Citigroup Inc | 129.85K | +47.2% | $9.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 72 | Universal- Beteiligungs- und… | 128.85K | -8.3% | $9.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Assenagon Asset Management S.A. | 126.75K | -14.8% | $9.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Lazard Asset Management Llc | 115.00K | -7.6% | $8.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | First Trust Advisors Lp | 114.63K | +78.3% | $8.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Connor, Clark & Lunn Investment… | 112.00K | New | $8.28M | 0.0% | New | 1 | SEC ↗ |
| 77 | Manufacturers Life Insurance… | 109.06K | -0.1% | $8.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Man Group plc | 108.50K | +72.6% | $8.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 79 | American Century Companies Inc | 107.79K | +4.3% | $7.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Canada Pension Plan Investment Board | 102.15K | +64.5% | $7.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Renaissance Technologies ✦ | 100.82K | New | $7.45M | 0.0% | New | 1 | SEC ↗ |
| 82 | Allspring Global Investments… | 90.21K | -1.5% | $6.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 83 | Mercer Global Advisors Inc /Adv | 83.68K | +43.4% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Hsbc Holdings Plc | 81.33K | +41.5% | $5.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 85 | Wealth Enhancement Advisory… | 88.71K | +47.5% | $5.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Bank Of Montreal /Can/ | 79.31K | -20.6% | $5.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 87 | LPL Financial LLC | 74.90K | -12.6% | $5.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Fifth Third Bancorp | 73.99K | +253.6% | $5.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Squarepoint Ops LLC | 71.78K | +574.3% | $5.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Focus Partners Wealth | 71.62K | +25.1% | $5.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Janus Henderson Group Plc | 68.40K | 0.0% | $5.06M | 0.0% | Held | 2 | SEC ↗ |
| 92 | Balyasny Asset Management L.P. | 66.26K | -93.4% | $4.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Schroder Investment Management Group | 62.10K | n/a | $4.46M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 94 | Us Bancorp \De\ | 56.29K | -0.8% | $4.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 95 | Captrust Financial Advisors | 55.97K | +18.2% | $4.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Prudential Financial Inc | 47.34K | +96.9% | $3.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Bridgewater Associates ✦ | 41.28K | -46.0% | $3.05M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 98 | Mml Investors Services, Llc | 41.22K | -13.2% | $3.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Zurcher Kantonalbank (Zurich… | 39.74K | +8.6% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Assetmark, Inc | 35.78K | -9.5% | $2.64M | 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
| Point72 Asset Management | $53.68M | 0.1% |
| Citadel Advisors | $22.56M | 0.0% |
| Caisse De Depot Et Placement… | $13.19M | 0.0% |
| Connor, Clark & Lunn… | $8.28M | 0.0% |
| Renaissance Technologies | $7.45M | 0.0% |
Exited
| Norges Bank | $172.45M | was 0.0% |
| Holocene Advisors, LP | $9.96M | was 0.0% |
| Healthcare Of Ontario Pension… | $5.76M | was 0.0% |
| Toronto Dominion Bank | $1.09M | was 0.0% |
| Susquehanna International… | $341,225 | was 0.0% |
| Optiver Holding B.V. | $4,132 | 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: Q1 2026 ·
Methodology ·
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