Stifel Financial Corporation (SF) Ownership

116.22 ↑1.21 (1.05%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Stifel Financial Corporation (SF), owning a total of 10.4 million shares. Combined, the top 31 institutional holders of SF own 77.09% of the company with a total of 79.1 million shares.

In the latest ownership report on June 30th 2024, the top 31 institutional holders increased their combined ownership of SF by 1.1 million shares. 10 institutions bought 4,772,492 total additional shares and increased their ownership by an average of 16.21%. However 10 institutions sold 3,691,537 total shares and decreased their ownership by an average of 8.73%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Stifel Financial Corporation increased by a net total of 1,080,955 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.155%	-0.684%	10,390,226	-71,508	2024-06-30
BlackRock Inc	9.040%	2.851%	9,249,061	256,351	2024-06-30
FMR Inc	6.548%	119.894%	6,699,817	3,652,980	2024-06-30
Morgan Stanley - Brokerage Accounts	4.664%	-6.655%	4,771,752	-340,198	2024-06-30
Capital Research Global Investors	3.393%	-43.041%	3,471,080	-2,622,931	2024-06-30
State Street Corp	3.021%	-0.549%	3,091,241	-17,068	2024-06-30
AllianceBernstein L.P.	2.990%	32.590%	3,058,959	751,874	2024-06-30
Earnest Partners LLC	2.887%	0.752%	2,954,099	22,040	2024-06-30
Stifel Financial Corp	2.195%	-0.737%	2,245,314	-16,667	2024-06-30
Dimensional Fund Advisors, Inc.	1.962%	0.356%	2,007,738	7,113	2024-06-30
Fuller & Thaler Asset Management Inc	1.731%	-0.073%	1,770,656	-1,288	2024-06-30
LSV Asset Management	1.705%	-3.035%	1,744,670	-54,600	2024-06-30
Geode Capital Management, LLC	1.639%	2.981%	1,676,495	48,533	2024-06-30
Macquarie Group Ltd	1.639%	-17.882%	1,676,408	-365,060	2024-06-30
Fisher Asset Management, LLC	1.368%	1.015%	1,399,308	14,066	2024-06-30
GW&K Investment Management, LLC	1.256%	-1.225%	1,285,152	-15,935	2024-06-30
Charles Schwab Investment Management Inc	1.217%	0.617%	1,245,298	7,638	2024-06-30
NORGES BANK	1.197%	0.373%	1,224,629	4,549	2024-06-30
Silvercrest Asset Management Group LLC	1.178%	-13.385%	1,205,441	-186,282	2024-06-30
Bank of New York Mellon Corp	1.162%	0.622%	1,189,048	7,348	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.155%	-0.684%	10,390,226	-71,508	2024-06-30
BlackRock Inc	9.040%	2.851%	9,249,061	256,351	2024-06-30
FMR Inc	6.548%	119.894%	6,699,817	3,652,980	2024-06-30
Morgan Stanley - Brokerage Accounts	4.664%	-6.655%	4,771,752	-340,198	2024-06-30
Capital Research Global Investors	3.393%	-43.041%	3,471,080	-2,622,931	2024-06-30
State Street Corporation	3.032%	2.760%	3,108,309	83,475	2024-03-31
State Street Corp	3.021%	-0.549%	3,091,241	-17,068	2024-06-30
AllianceBernstein L.P.	2.990%	32.590%	3,058,959	751,874	2024-06-30
Earnest Partners LLC	2.887%	0.752%	2,954,099	22,040	2024-06-30
Eaton Vance Management	2.184%	52.772%	2,319,001	801,054	2022-09-30
Stifel Financial Corp	2.195%	-0.737%	2,245,314	-16,667	2024-06-30
Dimensional Fund Advisors, Inc.	1.962%	0.356%	2,007,738	7,113	2024-06-30
Goldman Sachs Group Inc	1.767%	67.053%	1,812,448	727,497	2023-12-31
Fuller & Thaler Asset Management Inc	1.731%	-0.073%	1,770,656	-1,288	2024-06-30
Marshall Wace Asset Management Ltd	1.664%	19.909%	1,745,698	289,846	2023-03-31
LSV Asset Management	1.705%	-3.035%	1,744,670	-54,600	2024-06-30
Geode Capital Management, LLC	1.639%	2.981%	1,676,495	48,533	2024-06-30
Macquarie Group Ltd	1.639%	-17.882%	1,676,408	-365,060	2024-06-30
Fisher Asset Management, LLC	1.368%	1.015%	1,399,308	14,066	2024-06-30
Principal Financial Group Inc	1.300%	12.787%	1,332,258	151,046	2024-03-31
Millennium Management LLC	1.284%	-49.875%	1,315,819	-1,309,236	2024-03-31
Channing Capital Management, LLC	1.240%	3.661%	1,315,353	46,457	2022-12-31
GW&K Investment Management, LLC	1.256%	-1.225%	1,285,152	-15,935	2024-06-30
Amvescap Plc.	1.232%	26.262%	1,262,478	262,593	2024-03-31
Charles Schwab Investment Management Inc	1.217%	0.617%	1,245,298	7,638	2024-06-30
NORGES BANK	1.197%	0.373%	1,224,629	4,549	2024-06-30
Silvercrest Asset Management Group LLC	1.178%	-13.385%	1,205,441	-186,282	2024-06-30
Bank of New York Mellon Corp	1.162%	0.622%	1,189,048	7,348	2024-06-30
Southpoint Capital Advisors LP	1.044%	-8.333%	1,100,000	-100,000	2022-09-30
Northern Trust Corp	1.024%	-2.007%	1,056,077	-21,634	2023-06-30
Diamond Hill Capital Management Inc	0.376%	0.152%	385,759	584	2024-03-31

Mutual Fund Ownership

iShares Core S&P Mid-Cap ETF is the biggest individual fund holder of Stifel Financial Corporation (SF), owning a total of 3.2 million shares. Combined, the top 38 mutual fund holders of SF own 45.09% of the company with a total of 46.4 million shares.

In the latest ownership report on October 31st 2024, the top 38 fund holders increased their combined ownership of SF by 20 thousand shares. 1 funds bought 1,744 total additional shares and increased their ownership by an average of 0.05%. However 1 funds sold 22,000 total shares and decreased their ownership by an average of 3.48%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Stifel Financial Corporation decreased by a net total of -20,256 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.155%	0.054%	3,227,539	1,744	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.597%	-3.478%	610,544	-22,000	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.155%	0.054%	3,227,539	1,744	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.042%	2.376%	3,136,669	72,798	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.030%	0.068%	3,100,204	2,116	2024-09-30
Vanguard Small Cap Index	2.383%	-0.952%	2,438,484	-23,439	2024-09-30
Delaware Sm-Cap Val Eq	2.075%	0.000%	2,185,450	0	2022-03-31
Capital Group AMCAP Composite	1.655%	-0.059%	1,692,868	-993	2024-09-30
VA CollegeAmerica Amcap 529A	1.655%	-0.059%	1,692,868	-993	2024-09-30
FullerThaler Behavioral Small-Cap Equity	1.637%	0.000%	1,674,799	0	2024-08-31
FullerThaler Behavioral Sm-Cp Eq R6	1.637%	0.000%	1,674,799	0	2024-06-30
Vanguard Small Cap Value Index Inv	1.613%	-0.069%	1,650,737	-1,139	2024-09-30
Fuller & Thaler Behavioral Small-Cap Eq	1.532%	0.000%	1,562,799	0	2023-11-30
Fuller & Thaler Behavioral Sm-Cp Eq R6	1.532%	0.000%	1,562,799	0	2023-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.497%	-2.086%	1,531,149	-32,614	2024-09-30
Vanguard Extended Market Index Investor	1.420%	0.478%	1,483,507	7,053	2023-08-31
American Funds SMALLCAP World A	1.444%	0.000%	1,477,350	0	2024-09-30
Delaware US Small Cap Value Eq SMA	1.356%	-22.259%	1,439,500	-412,150	2023-06-30
Fidelity Low-Priced Stock	1.317%	12.870%	1,347,605	153,660	2024-08-31
Fidelity® Low-Priced Stock	0.995%	14.469%	1,014,878	128,278	2023-10-31
Delaware Small Cap Value A	0.813%	-2.909%	831,800	-24,921	2024-09-30
SPDR® S&P MIDCAP 400 ETF Trust	0.800%	0.089%	818,170	731	2024-09-30
Strategic Advisers Fidelity US TtlStk	0.792%	4.126%	810,262	32,108	2024-09-30
iShares S&P Mid-Cap 400 Growth ETF	0.692%	-0.201%	735,059	-1,483	2022-11-30
EARNEST Small/Mid Cap Value	0.698%	61,003.300%	717,353	716,179	2023-12-31
Calvert US Small-Cap Strategy	0.643%	0.000%	657,658	0	2024-06-30
Calvert Small-Cap A	0.599%	0.000%	612,612	0	2024-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.597%	-3.478%	610,544	-22,000	2024-10-31
EARNEST Small Cap Value	0.583%	66,710.800%	599,293	598,396	2023-12-31
Fidelity Extended Market Index	0.583%	-3.025%	596,818	-18,614	2024-09-30
Fidelity VIP Mid Cap Initial	0.571%	0.000%	584,600	0	2024-09-30
iShares S&P Mid-Cap 400 Value ETF	0.564%	-0.079%	577,883	-458	2024-08-30
Fidelity Small Cap Growth	0.561%	-0.261%	574,049	-1,501	2024-08-31
AB Small Cap Growth A	0.556%	-0.098%	569,611	-560	2024-05-31
AB Discovery Value Advisor	0.547%	-3.700%	564,472	-21,690	2023-08-31
Fidelity® Extended Market Index	0.550%	1.059%	560,775	5,875	2023-11-30
Calvert US Small-Cap SMA	0.520%	16.447%	551,838	77,941	2023-03-31
Harbor Small Cap Value Instl	0.483%	-3.046%	508,366	-15,970	2022-12-31
First Trust SMID Cp Rising Div Achv ETF	0.492%	0.929%	505,726	4,655	2024-02-29
State St S&P Midcap® Indx SL Cl II	0.475%	-1.296%	487,496	-6,400	2024-04-30