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Security record · archived quarter

SF

Stifel Financial Corp · Financial Services · Investment - Banking & Investment Services

80.92 +1.7% mkt cap $12.27B quote delayed (FMP) · as of Aug 26 18:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
135Tracked holders
-1Δ holders
104.64MShares held
$7.31BReported value
+6New positions
−6Exits
Stable Conviction score 47/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

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
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 14.78M +2.0% $1.03B 0.0% ▲ Add 5 SEC ↗
2 BlackRock (passive) 14.78M +2.0% $1.03B 0.0% ▲ Add 5 SEC ↗
3 BlackRock (passive) 14.78M +2.0% $1.03B 0.0% ▲ Add 5 SEC ↗
4 BlackRock (passive) 14.78M +2.0% $1.03B 0.0% ▲ Add 5 SEC ↗
5 BlackRock (passive) 14.78M +2.0% $1.03B 0.0% ▲ Add 5 SEC ↗
6 BlackRock (passive) 14.78M +2.0% $1.03B 0.0% ▲ Add 5 SEC ↗
7 BlackRock (passive) 14.78M +2.0% $1.03B 0.0% ▲ Add 5 SEC ↗
8 BlackRock (passive) 14.78M +2.0% $1.03B 0.0% ▲ Add 5 SEC ↗
9 BlackRock (passive) 14.78M +2.0% $1.03B 0.0% ▲ Add 5 SEC ↗
10 BlackRock (passive) 14.78M +2.0% $1.03B 0.0% ▲ Add 5 SEC ↗
11 BlackRock (passive) 14.78M +2.0% $1.03B 0.0% ▲ Add 5 SEC ↗
12 BlackRock (passive) 14.78M +2.0% $1.03B 0.0% ▲ Add 5 SEC ↗
13 BlackRock (passive) 14.78M +2.0% $1.03B 0.0% ▲ Add 5 SEC ↗
14 BlackRock (passive) 14.78M +2.0% $1.03B 0.0% ▲ Add 5 SEC ↗
15 BlackRock (passive) 14.78M +2.0% $1.03B 0.0% ▲ Add 5 SEC ↗
16 BlackRock (passive) 14.78M +2.0% $1.03B 0.0% ▲ Add 5 SEC ↗
17 BlackRock (passive) 14.78M +2.0% $1.03B 0.0% ▲ Add 5 SEC ↗
18 BlackRock (passive) 14.78M +2.0% $1.03B 0.0% ▲ Add 5 SEC ↗
19 BlackRock (passive) 14.78M +2.0% $1.03B 0.0% ▲ Add 5 SEC ↗
20 BlackRock (passive) 14.78M +2.0% $1.03B 0.0% ▲ Add 5 SEC ↗
21 Fidelity (FMR) 8.53M +4.9% $595.47M 0.0% ▲ Add 5 SEC ↗
22 Fidelity (FMR) 8.53M +4.9% $595.47M 0.0% ▲ Add 5 SEC ↗
23 Fidelity (FMR) 8.53M +4.9% $595.47M 0.0% ▲ Add 5 SEC ↗
24 Fidelity (FMR) 8.53M +4.9% $595.47M 0.0% ▲ Add 5 SEC ↗
25 Fidelity (FMR) 8.53M +4.9% $595.47M 0.0% ▲ Add 5 SEC ↗
26 Fidelity (FMR) 8.53M +4.9% $595.47M 0.0% ▲ Add 5 SEC ↗
27 Vanguard Capital Management Llc 6.66M +0.2% $464.62M 0.0% ▲ Add 2 SEC ↗
28 AQR Capital Management 6.00M -29.1% $418.72M 0.1% ▼ Trim 9 SEC ↗
29 AQR Capital Management 6.00M -29.1% $418.72M 0.1% ▼ Trim 9 SEC ↗
30 AQR Capital Management 6.00M -29.1% $418.72M 0.1% ▼ Trim 9 SEC ↗
31 AQR Capital Management 6.00M -29.1% $418.72M 0.1% ▼ Trim 9 SEC ↗
32 AQR Capital Management 6.00M -29.1% $418.72M 0.1% ▼ Trim 9 SEC ↗
33 AQR Capital Management 6.00M -29.1% $418.72M 0.1% ▼ Trim 9 SEC ↗
34 AQR Capital Management 6.00M -29.1% $418.72M 0.1% ▼ Trim 9 SEC ↗
35 AQR Capital Management 6.00M -29.1% $418.72M 0.1% ▼ Trim 9 SEC ↗
36 AQR Capital Management 6.00M -29.1% $418.72M 0.1% ▼ Trim 9 SEC ↗
37 AQR Capital Management 6.00M -29.1% $418.72M 0.1% ▼ Trim 9 SEC ↗
38 State Street Global Advisors (passive) 4.88M +4.8% $340.18M 0.0% ▲ Add 7 SEC ↗
39 Boston Partners 4.40M +3.9% $307.33M 0.3% ▲ Add 3 SEC ↗
40 Boston Partners 4.40M +3.9% $307.33M 0.3% ▲ Add 3 SEC ↗
41 Boston Partners 4.40M +3.9% $307.33M 0.3% ▲ Add 3 SEC ↗
42 Boston Partners 4.40M +3.9% $307.33M 0.3% ▲ Add 3 SEC ↗
43 Stifel Financial Corp 3.89M +3.0% $271.19M 0.2% ▲ Add 3 SEC ↗
44 Stifel Financial Corp 3.89M +3.0% $271.19M 0.2% ▲ Add 3 SEC ↗
45 Stifel Financial Corp 3.89M +3.0% $271.19M 0.2% ▲ Add 3 SEC ↗
46 Stifel Financial Corp 3.89M +3.0% $271.19M 0.2% ▲ Add 3 SEC ↗
47 Dimensional Fund Advisors Lp 2.90M +10.9% $202.48M 0.0% ▲ Add 3 SEC ↗
48 Dimensional Fund Advisors Lp 2.90M +10.9% $202.48M 0.0% ▲ Add 3 SEC ↗
49 Dimensional Fund Advisors Lp 2.90M +10.9% $202.48M 0.0% ▲ Add 3 SEC ↗
50 Dimensional Fund Advisors Lp 2.90M +10.9% $202.48M 0.0% ▲ Add 3 SEC ↗
51 Dimensional Fund Advisors Lp 2.90M +10.9% $202.48M 0.0% ▲ Add 3 SEC ↗
52 Geode Capital Management (passive) 2.90M +1.6% $202.17M 0.0% ▲ Add 9 SEC ↗
53 Geode Capital Management (passive) 2.90M +1.6% $202.17M 0.0% ▲ Add 9 SEC ↗
54 Alliancebernstein L.P. 2.64M -2.6% $194.95M 0.1% ▼ Trim 3 SEC ↗
55 Capital Research Global Investors 2.68M -4.1% $187.25M 0.0% ▼ Trim 3 SEC ↗
56 Wellington Management 2.57M -30.6% $178.99M 0.0% ▼ Trim 9 SEC ↗
57 Wellington Management 2.57M -30.6% $178.99M 0.0% ▼ Trim 9 SEC ↗
58 Wellington Management 2.57M -30.6% $178.99M 0.0% ▼ Trim 9 SEC ↗
59 Wellington Management 2.57M -30.6% $178.99M 0.0% ▼ Trim 9 SEC ↗
60 Wellington Management 2.57M -30.6% $178.99M 0.0% ▼ Trim 9 SEC ↗
61 Morgan Stanley 2.29M +16.0% $159.83M 0.0% ▲ Add 4 SEC ↗
62 Morgan Stanley 2.29M +16.0% $159.83M 0.0% ▲ Add 4 SEC ↗
63 Morgan Stanley 2.29M +16.0% $159.83M 0.0% ▲ Add 4 SEC ↗
64 Morgan Stanley 2.29M +16.0% $159.83M 0.0% ▲ Add 4 SEC ↗
65 Morgan Stanley 2.29M +16.0% $159.83M 0.0% ▲ Add 4 SEC ↗
66 Morgan Stanley 2.29M +16.0% $159.83M 0.0% ▲ Add 4 SEC ↗
67 Morgan Stanley 2.29M +16.0% $159.83M 0.0% ▲ Add 4 SEC ↗
68 Morgan Stanley 2.29M +16.0% $159.83M 0.0% ▲ Add 4 SEC ↗
69 Morgan Stanley 2.29M +16.0% $159.83M 0.0% ▲ Add 4 SEC ↗
70 Morgan Stanley 2.29M +16.0% $159.83M 0.0% ▲ Add 4 SEC ↗
71 Morgan Stanley 2.29M +16.0% $159.83M 0.0% ▲ Add 4 SEC ↗
72 Morgan Stanley 2.29M +16.0% $159.83M 0.0% ▲ Add 4 SEC ↗
73 Morgan Stanley 2.29M +16.0% $159.83M 0.0% ▲ Add 4 SEC ↗
74 Morgan Stanley 2.29M +16.0% $159.83M 0.0% ▲ Add 4 SEC ↗
75 Morgan Stanley 2.29M +16.0% $159.83M 0.0% ▲ Add 4 SEC ↗
76 Morgan Stanley 2.29M +16.0% $159.83M 0.0% ▲ Add 4 SEC ↗
77 Morgan Stanley 2.29M +16.0% $159.83M 0.0% ▲ Add 4 SEC ↗
78 Morgan Stanley 2.29M +16.0% $159.83M 0.0% ▲ Add 4 SEC ↗
79 Morgan Stanley 2.29M +16.0% $159.83M 0.0% ▲ Add 4 SEC ↗
80 Norges Bank (passive) 2.06M New $143.84M 0.0% New 1 SEC ↗
81 Millennium Management 1.97M +364.5% $137.60M 0.1% ▲ Add 9 SEC ↗
82 Bank Of America Corp /De/ 1.77M -5.6% $123.55M 0.0% ▼ Trim 3 SEC ↗
83 Bank Of America Corp /De/ 1.77M -5.6% $123.55M 0.0% ▼ Trim 3 SEC ↗
84 Bank Of America Corp /De/ 1.77M -5.6% $123.55M 0.0% ▼ Trim 3 SEC ↗
85 Bank Of America Corp /De/ 1.77M -5.6% $123.55M 0.0% ▼ Trim 3 SEC ↗
86 Bank Of America Corp /De/ 1.77M -5.6% $123.55M 0.0% ▼ Trim 3 SEC ↗
87 Goldman Sachs Group 1.67M +50.2% $116.55M 0.0% ▲ Add 4 SEC ↗
88 Goldman Sachs Group 1.67M +50.2% $116.55M 0.0% ▲ Add 4 SEC ↗
89 Goldman Sachs Group 1.67M +50.2% $116.55M 0.0% ▲ Add 4 SEC ↗
90 Goldman Sachs Group 1.67M +50.2% $116.55M 0.0% ▲ Add 4 SEC ↗
91 Fisher Asset Management 1.65M -2.1% $115.27M 0.0% ▼ Trim 9 SEC ↗
92 Northern Trust Corp 1.53M +0.3% $107.03M 0.0% ▲ Add 3 SEC ↗
93 Northern Trust Corp 1.53M +0.3% $107.03M 0.0% ▲ Add 3 SEC ↗
94 Northern Trust Corp 1.53M +0.3% $107.03M 0.0% ▲ Add 3 SEC ↗
95 Northern Trust Corp 1.53M +0.3% $107.03M 0.0% ▲ Add 3 SEC ↗
96 Northern Trust Corp 1.53M +0.3% $107.03M 0.0% ▲ Add 3 SEC ↗
97 Northern Trust Corp 1.53M +0.3% $107.03M 0.0% ▲ Add 3 SEC ↗
98 Qube Research & Technologies Ltd 1.52M +20.5% $106.30M 0.1% ▲ Add 3 SEC ↗
99 Nomura Asset Management… 1.41M -3.9% $98.04M 0.1% ▼ Trim 3 SEC ↗
100 Bank of New York Mellon Corp 1.34M -2.3% $93.23M 0.0% ▼ Trim 3 SEC ↗

“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%

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 · Get this via the API