Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SF held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 14.5M | $1.07B | +55.2% | 9.360% | 0.02% |
| 2 | AQR CAPITAL MANAGEMENT LLC | 8.5M | $622.1M | +192.7% | 5.472% | 0.28% |
| 3 | FMR LLC | 8.1M | $601.4M | +47.5% | 5.256% | 0.03% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.1M | $526.6M | β | 4.602% | 0.03% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 6.6M | $491.4M | β | 4.295% | 0.01% |
| 6 | STATE STREET CORP | 4.7M | $343.9M | +51.9% | 3.006% | 0.01% |
| 7 | ALLIANCEBERNSTEIN L.P. | 2.7M | $339.0M | +27.5% | 1.749% | 0.11% |
| 8 | Boston Partners | 4.2M | $313.5M | +82.5% | 2.740% | 0.33% |
| 9 | STIFEL FINANCIAL CORP | 3.8M | $279.1M | +65.2% | 2.439% | 0.26% |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 3.7M | $273.4M | +11.1% | 2.389% | 0.05% |
| 11 | EARNEST PARTNERS LLC | 3.7M | $272.8M | +45.4% | 2.384% | 1.12% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 2.9M | $210.8M | +54.6% | 1.842% | 0.01% |
| 13 | Capital Research Global Investors | 2.8M | $206.8M | +26.7% | 1.808% | 0.03% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 2.6M | $193.4M | +51.6% | 1.690% | 0.04% |
| 15 | MORGAN STANLEY | 2.0M | $146.0M | +40.5% | 1.276% | 0.01% |
| 16 | BANK OF AMERICA CORP /DE/ | 1.9M | $138.6M | +58.7% | 1.212% | 0.01% |
| 17 | Fisher Asset Management, LLC | 1.7M | $124.8M | +40.9% | 1.090% | 0.04% |
| 18 | NORTHERN TRUST CORP | 1.5M | $113.1M | +52.6% | 0.988% | 0.01% |
| 19 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.5M | $108.1M | +50.2% | 0.945% | 0.19% |
| 20 | Bank of New York Mellon Corp | 1.4M | $101.1M | +40.6% | 0.884% | 0.02% |
| 21 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1.4M | $100.9M | β | 0.882% | 0.42% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3M | $98.6M | +58.4% | 0.861% | 0.02% |
| 23 | MARSHALL WACE, LLP | 1.3M | $95.5M | +0.6% | 0.835% | 0.10% |
| 24 | Qube Research & Technologies Ltd | 1.3M | $93.5M | +153.2% | 0.817% | 0.11% |
| 25 | Fiera Capital Corp | 1.2M | $90.6M | +52.3% | 0.791% | 0.31% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in SF β a direct measure of their conviction.
Filings activity in SF during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new SF position in Q1 2026
Institutions that fully closed their SF position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 615 | 0.5% | 87.63% | 9.72 pp | $9.86B | 10.0% |
| Q4 2025 | 618 | +14% | 97.35% | +11.20 pp | $10.95B | +13% |
| Q3 2025 | 540 | +12% | 86.15% | +6.93 pp | $9.69B | +8.7% |
| Q2 2025 | 483 | 6.0% | 79.22% | +9.88 pp | $8.91B | +14% |
| Q1 2025 | 514 | +2.6% | 69.34% | 8.32 pp | $7.80B | 11% |
| Q4 2024 | 501 | +16% | 77.66% | +10.61 pp | $8.73B | +16% |
| Q3 2024 | 431 | +0.5% | 67.05% | 4.73 pp | $7.54B | 6.6% |
| Q2 2024 | 429 | β | 71.78% | β | $8.07B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SF stock.
Based on Q1 2026 13F filings, institutional ownership of Stifel Financial Corp. stands at 87.6%, held across 615 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SF, with approximately 14,487,418 shares worth $1.07B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of SF, including Fisher Asset Management, LLC.
Our composite Smart Money Score for SF is 35 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
81 institutions opened new positions in SF during Q1 2026, while 84 fully exited. 149 added to existing positions and 382 trimmed.
SF institutional ownership fell by 9.72 percentage points quarter-over-quarter, with a net change of -3 holders.
The top 10 institutions account for 49.3% of all reported 13F value in SF, and the top 25 account for 70.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Stifel Financial Corp. (SF) Institutional Ownership