Ranked by reported Q2 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. | 14.8M | $1.03B | +2.0% | 9.750% | 0.02% |
| 2 | FMR LLC | 8.5M | $595.5M | +4.9% | 5.630% | 0.03% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.2M | $499.8M | +0.6% | 4.726% | 0.02% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 6.7M | $464.6M | +0.2% | 4.393% | 0.01% |
| 5 | AQR CAPITAL MANAGEMENT LLC | 6.0M | $418.7M | -29.1% | 3.959% | 0.15% |
| 6 | STATE STREET CORP | 4.9M | $340.2M | +4.8% | 3.216% | 0.01% |
| 7 | Boston Partners | 4.4M | $307.3M | +3.9% | 2.905% | 0.27% |
| 8 | STIFEL FINANCIAL CORP | 3.9M | $271.2M | +3.0% | 2.564% | 0.23% |
| 9 | EARNEST PARTNERS LLC | 3.6M | $251.8M | -2.2% | 2.381% | 0.91% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 2.9M | $202.5M | +10.9% | 1.915% | 0.04% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 2.9M | $202.2M | +1.6% | 1.911% | 0.01% |
| 12 | ALLIANCEBERNSTEIN L.P. | 2.6M | $194.9M | -2.6% | 1.740% | 0.06% |
| 13 | Capital Research Global Investors | 2.7M | $187.2M | -4.1% | 1.770% | 0.03% |
| 14 | WELLINGTON MANAGEMENT GROUP LLP | 2.6M | $179.0M | -30.6% | 1.692% | 0.03% |
| 15 | MORGAN STANLEY | 2.3M | $159.8M | +16.0% | 1.511% | 0.01% |
| 16 | NORGES BANK | 2.1M | $143.8M | — | 1.360% | 0.01% |
| 17 | MILLENNIUM MANAGEMENT LLC | 2.0M | $137.6M | +364.5% | 1.301% | 0.05% |
| 18 | BANK OF AMERICA CORP /DE/ | 1.8M | $123.6M | -5.6% | 1.168% | 0.01% |
| 19 | GOLDMAN SACHS GROUP INC | 1.7M | $116.5M | +50.2% | 1.102% | 0.01% |
| 20 | Fisher Asset Management, LLC | 1.7M | $115.3M | -2.1% | 1.090% | 0.03% |
| 21 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1.6M | $110.9M | +16.4% | 1.048% | 0.40% |
| 22 | NORTHERN TRUST CORP | 1.5M | $107.0M | +0.3% | 1.012% | 0.01% |
| 23 | Qube Research & Technologies Ltd | 1.5M | $106.3M | +20.5% | 1.005% | 0.10% |
| 24 | FULLER & THALER ASSET MANAGEMENT, INC. | 1.4M | $100.3M | +17.9% | 0.948% | 0.27% |
| 25 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.4M | $98.0M | -3.9% | 0.927% | 0.15% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SF — a direct measure of their conviction.
Filings activity in SF during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 598 | 5.1% | 91.31% | +0.88 pp | $9.44B | 5.6% |
| Q1 2026 | 630 | +1.6% | 90.43% | +3.84 pp | $10.00B | 8.7% |
| Q4 2025 | 620 | +14% | 86.59% | +2.09 pp | $10.96B | +13% |
| Q3 2025 | 542 | +12% | 84.50% | 0.45 pp | $9.69B | +8.8% |
| Q2 2025 | 483 | 6.0% | 84.95% | +3.08 pp | $8.91B | +14% |
| Q1 2025 | 514 | +2.6% | 81.87% | +0.40 pp | $7.80B | 11% |
| Q4 2024 | 501 | +16% | 81.47% | +2.01 pp | $8.73B | +16% |
| Q3 2024 | 431 | — | 79.46% | — | $7.54B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SF stock.
Based on Q2 2026 13F filings, institutional ownership of Stifel Financial Corp stands at 91.3%, held across 598 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SF, with approximately 14,779,953 shares worth $1.03B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of SF, including MILLENNIUM MANAGEMENT LLC, Fisher Asset Management, LLC.
Our composite Smart Money Score for SF is 49 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
53 institutions opened new positions in SF during Q2 2026, while 89 fully exited. 131 added to existing positions and 394 trimmed.
SF institutional ownership rose by 0.88 percentage points quarter-over-quarter, with a net change of -32 holders.
The top 10 institutions account for 46.4% of all reported 13F value in SF, and the top 25 account for 68.5%.
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