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Stifel Financial Ownership | Who Owns Stifel Financial?

OverviewForecastRevenueFinancialsChartTranscripts

Stifel Financial Ownership Summary

Stifel Financial is owned by 19.54% institutional investors, 2.96% insiders, and 77.50% retail investors. Vanguard group is the largest institutional shareholder, holding 9.67% of SF shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.27% of its assets in Stifel Financial shares.

SF Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockStifel Financial19.54%2.96%77.50%
SectorFinancial Services Stocks 36.95%15.48%47.58%
IndustryCapital Markets Stocks35.42%14.69%49.89%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group10.00M9.67%$1.13B
Blackrock funding, inc. /de9.37M9.07%$1.06B
Blackrock9.25M8.87%$778.31M
Fmr5.86M5.67%$665.39M
Wellington management group llp3.45M3.34%$391.67M
State street3.15M3.05%$357.21M
Earnest partners2.83M2.73%$320.66M
Boston partners2.37M2.29%$269.13M
Stifel financial2.33M2.26%$264.75M
Capital research global investors2.21M2.14%$250.99M

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)246.20K3.16%$27.91M
Tanaka capital management12.80K2.62%$1.45M
1492 capital management52.58K2.41%$5.97M
Channing capital management766.59K2.29%$86.98M
Earnest partners2.83M1.39%$320.66M
Delphi management inc /ma/12.81K1.35%$1.45M
Palisades investment partners29.48K1.31%$3.34M
Ceredex value advisors494.63K1.30%$56.13M

Top Buyers

HolderShares% AssetsChange
Norges bank1.30M0.02%1.30M
Ceredex value advisors494.63K1.30%494.63K
Wellington management group llp3.45M0.07%419.04K
Ubs group563.42K0.01%379.82K
Assenagon asset management313.53K0.05%313.53K

Top Sellers

HolderShares% AssetsChange
Fmr5.86M0.03%-3.11M
Vanguard group10.00M0.02%-380.47K
Charles schwab investment management843.37K0.02%-354.48K
Lsv asset management---293.10K
North reef capital management lp---220.01K

New Positions

HolderShares% AssetsChangeValue
Norges bank1.30M0.02%1.30M$137.45M
Ceredex value advisors494.63K1.30%494.63K$56.13M
Point72 asset management246.88K0.05%246.88K$28.01M
Picton mahoney asset management137.45K0.14%137.45K$15.60M
Freestone grove partners lp112.46K0.10%112.46K$12.76M

Sold Out

HolderChange
Harbor investment advisory-1.00
Clear street markets-1.00
Mv capital management-2.00
Hhm wealth advisors-4.00
Impact partnership wealth-5.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 2024441-0.23%86,382,125-1.10%831.18%1982.59%160-1.23%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Mid-Cap ETF3.34M3.27%-
Vanguard Total Stock Mkt Idx Inv3.07M3.01%-64.91K
Vanguard US Total Market Shares ETF3.10M2.99%2.12K
Vanguard Small Cap Index2.37M2.32%-15.60K
VA CollegeAmerica Amcap 529A1.69M1.65%-
JHancock Disciplined Value Mid Cap I1.62M1.59%-
Vanguard Small Cap Value Index Inv1.52M1.49%2.48K
American Funds SMALLCAP World A1.42M1.39%-
Fidelity Low-Priced Stock1.18M1.16%-3.17K
Vanguard Institutional Extnd Mkt Idx Tr1.10M1.08%-479.67K

Recent Insider Transactions

DateNameRoleActivityValue
Aug 07, 2025ZEMLYAK JAMES M Co-PresidentBuy$440.68
Aug 13, 2025ZEMLYAK JAMES M Co-PresidentBuy$232.00
Aug 12, 2025ZEMLYAK JAMES M Co-PresidentBuy$228.32
Aug 11, 2025ZEMLYAK JAMES M Co-PresidentBuy$111.76
Jun 06, 2025ZIMMERMAN MICHAEL J-Sell$485.00K

Insider Transactions Trends

DateBuySell
2025 Q4--
2025 Q34-
2025 Q2-3
2025 Q1--
2024 Q4-3

SF Ownership FAQ

Who Owns Stifel Financial?

Stifel Financial shareholders are primarily institutional investors at 19.54%, followed by 2.96% insiders and 77.50% retail investors. The average institutional ownership in Stifel Financial's industry, Capital Markets Stocks, is 35.42%, which Stifel Financial falls below.

Who owns the most shares of Stifel Financial?

Stifel Financial’s largest shareholders are Vanguard group (10M shares, 9.67%), Blackrock funding, inc. /de (9.37M shares, 9.07%), and Blackrock (9.25M shares, 8.87%). Together, they hold 27.61% 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 3.27% of its total shares outstanding invested in 3.34M Stifel Financial shares.

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