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Stifel Financial Ownership | Who Owns Stifel Financial?

OverviewForecastRevenueFinancialsChartTranscripts

Stifel Financial Ownership Summary

Stifel Financial is owned by 14.25% institutional investors, 2.96% insiders, and 82.79% retail investors. Vanguard group is the largest institutional shareholder, holding 9.33% of SF shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.36% of its assets in Stifel Financial shares.

SF Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockStifel Financial14.25%2.96%82.79%
SectorFinancial Services Stocks 32.19%15.44%52.37%
IndustryCapital Markets Stocks28.36%14.01%57.63%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group9.59M9.33%$1.20B
Blackrock funding, inc. /de9.33M9.08%$1.17B
Blackrock9.25M8.87%$778.31M
Fmr5.86M5.67%$665.39M
Wellington management group llp3.45M3.34%$391.67M
State street3.15M3.05%$357.21M
Dimensional fund advisors lp2.62M2.55%$193.40M
Earnest partners2.54M2.47%$317.81M
Boston partners2.37M2.29%$269.13M
Stifel financial2.29M2.22%$286.17M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Pmc fig opportunities31.11K5.32%$3.53M
Access investment management142.49K4.34%$16.17M
Algebris (uk)317.83K3.12%$39.82M
Tanaka capital management12.80K2.62%$1.45M
Channing capital management766.59K2.29%$86.98M
1492 capital management80.92K2.28%$5.98M
Palisades investment partners49.00K1.42%$3.62M
Earnest partners2.54M1.36%$317.81M
Ceredex value advisors494.63K1.30%$56.13M
Delphi management inc /ma/14.45K1.28%$1.07M

Top Buyers

HolderShares% AssetsChange
Norges bank1.38M0.02%1.38M
Vanguard fiduciary trust940.28K0.02%940.28K
Dimensional fund advisors lp2.62M0.04%890.81K
Voya investment management584.75K0.07%571.96K
Ceredex value advisors494.63K1.30%494.63K

Top Sellers

HolderShares% AssetsChange
Fmr5.86M0.03%-3.11M
Macquarie group---1.07M
Vanguard group9.59M0.02%-406.00K
Charles schwab investment management843.37K0.02%-354.48K
Lsv asset management---293.10K

New Positions

HolderShares% AssetsChangeValue
Norges bank1.38M0.02%1.38M$172.45M
Vanguard fiduciary trust940.28K0.02%940.28K$69.51M
Ceredex value advisors494.63K1.30%494.63K$56.13M
Point72 asset management246.88K0.05%246.88K$28.01M
Vanguard asset management141.86K0.01%141.86K$10.49M

Sold Out

HolderChange
Harbor investment advisory-1.00
Clear street markets-1.00
Mv capital management-2.00
Palisade asset management-3.00
Hhm wealth advisors-4.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2025248-55.71%14,645,998-83.32%140.20%122-59.20%77-54.71%
Sep 30, 2025262-46.75%20,196,277-77.51%190.26%120-46.67%83-56.77%
Jun 30, 2025487-8.63%89,691,8581.80%861.23%220-21.71%19225.49%
Mar 31, 20255251.16%87,957,7590.38%831.18%2758.27%153-11.05%
Dec 31, 20244684.70%82,345,204-5.08%791.14%23417.59%152-7.32%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Mid-Cap ETF5.15M3.36%-2.59K
Vanguard Total Stock Mkt Idx Inv4.67M3.02%91.13K
Vanguard US Total Market Shares ETF3.10M2.99%2.12K
Vanguard Small Cap Index3.40M2.19%100.18K
JHancock Disciplined Value Mid Cap I2.78M1.80%309.10K
VA CollegeAmerica Amcap 529A1.69M1.65%-
Vanguard Small Cap Value Index Inv2.16M1.40%44.15K
American Funds SMALLCAP World A2.13M1.38%-
Fidelity Low-Priced Stock1.94M1.26%88.66K
Vanguard Institutional Extnd Mkt Idx Tr1.70M1.10%40.27K

Recent Insider Transactions

DateNameRoleActivityValue
Feb 02, 2026Rubulotta David Co-Head Fixed Inc Cap MktsSell$49.72K
Jan 29, 2026ZEMLYAK JAMES M PresidentSell$1.12K
Aug 13, 2025ZEMLYAK JAMES M Co-PresidentBuy$232.00
Aug 11, 2025ZEMLYAK JAMES M Co-PresidentBuy$111.76
Aug 12, 2025ZEMLYAK JAMES M Co-PresidentBuy$228.32

Insider Transactions Trends

DateBuySell
2026 Q1-2
2025 Q4--
2025 Q34-
2025 Q2-3
2025 Q1--

SF Ownership FAQ

Who Owns Stifel Financial?

Stifel Financial shareholders are primarily institutional investors at 14.25%, followed by 2.96% insiders and 82.79% retail investors. The average institutional ownership in Stifel Financial's industry, Capital Markets Stocks, is 28.36%, which Stifel Financial falls below.

Who owns the most shares of Stifel Financial?

Stifel Financial’s largest shareholders are Vanguard group (9.59M shares, 9.33%), Blackrock funding, inc. /de (9.33M shares, 9.08%), and Blackrock (9.25M shares, 8.87%). Together, they hold 27.28% of Stifel Financial’s total shares outstanding.

Does Blackrock own Stifel Financial?

Yes, BlackRock owns 8.87% of Stifel Financial, totaling 9.25M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 778.31M$. In the last quarter, BlackRock increased its holdings by 256.35K shares, a 2.85% change.

Who is Stifel Financial’s biggest shareholder by percentage of total assets invested?

Pmc fig opportunities is Stifel Financial’s biggest shareholder by percentage of total assets invested, with 5.32% of its assets in 31.11K Stifel Financial shares, valued at 3.53M$.

Who is the top mutual fund holder of Stifel Financial shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Stifel Financial shares, with 3.36% of its total shares outstanding invested in 5.15M Stifel Financial shares.

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