Stifel Financial Ownership | Who Owns Stifel Financial?

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Stifel Financial Ownership Summary

Stifel Financial is owned by 129.58% institutional investors, 3.11% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.09% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	Stifel Financial	129.58%	3.11%	-32.69%
Sector	Financial Services Stocks	37.05%	15.59%	47.36%
Industry	Capital Markets Stocks	33.12%	15.10%	51.78%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	14.49M	14.09%	$1.07B
Vanguard group	9.59M	9.33%	$1.20B
Blackrock	9.25M	8.87%	$778.31M
Aqr capital management	8.47M	8.24%	$622.11M
Fmr	8.14M	7.92%	$601.43M
State street	4.65M	4.53%	$343.92M
Boston partners	4.24M	4.13%	$313.45M
Stifel financial	3.78M	3.67%	$279.07M
Wellington management group llp	3.70M	3.60%	$273.37M
Earnest partners	3.69M	3.59%	$272.77M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Access investment management	142.49K	4.34%	$16.17M
Pmc fig opportunities	30.38K	3.45%	$2.25M
Algebris (uk)	604.37K	3.23%	$44.60M
Tanaka capital management	12.80K	2.62%	$1.45M
Philadelphia financial management of san francisco	113.35K	2.43%	$8.38M
1492 capital management	80.92K	2.28%	$5.98M
Palisades investment partners	49.00K	1.42%	$3.62M
Delphi management inc /ma/	14.45K	1.28%	$1.07M
Earnest partners	3.69M	1.12%	$272.77M
Systematic financial management lp	616.83K	1.05%	$45.60M

Top Buyers

Holder	Shares	% Assets	Change
Aqr capital management	8.47M	0.28%	5.58M
Blackrock funding, inc. /de	14.49M	0.02%	5.15M
Fmr	8.14M	0.03%	2.62M
Boston partners	4.24M	0.33%	1.92M
State street	4.65M	0.01%	1.59M

Top Sellers

Holder	Shares	% Assets	Change
Macquarie group	-	-	-1.07M
Invesco	557.33K	0.01%	-870.91K
Alyeska investment group	18.96K	0.00%	-647.10K
Balyasny asset management	66.26K	0.01%	-604.67K
Channing capital management	132.89K	0.25%	-596.01K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.38M	0.02%	1.38M	$172.45M
Jacobs levy equity management	1.36M	0.42%	1.36M	$100.90M
Vanguard fiduciary trust	940.28K	0.02%	940.28K	$69.51M
Winton group	246.97K	0.64%	246.97K	$18.26M
Caisse de depot et placement du quebec	178.39K	0.02%	178.39K	$13.19M

Sold Out

Holder	Change
Harbor investment advisory	-1.00
Clear street markets	-1.00
Dv trading	-1.00
Mv capital management	-2.00
Palisade asset management	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	610	-3.63%	133,192,885	48.24%	129	1.70%	558	63.16%	43	-78.61%
Dec 31, 2025	248	-55.71%	14,645,998	-83.32%	14	0.20%	122	-59.20%	77	-54.71%
Sep 30, 2025	262	-46.75%	20,196,277	-77.51%	19	0.26%	120	-46.67%	83	-56.77%
Jun 30, 2025	487	-8.63%	89,691,858	1.80%	86	1.23%	220	-21.71%	192	25.49%
Mar 31, 2025	525	1.16%	87,957,759	0.38%	83	1.18%	275	8.27%	153	-11.05%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	5.15M	3.36%	-2.59K
Vanguard Total Stock Mkt Idx Inv	4.68M	3.05%	10.64K
Vanguard US Total Market Shares ETF	3.10M	2.99%	2.12K
Vanguard Small Cap Index	3.39M	2.21%	-7.92K
JHancock Disciplined Value Mid Cap I	2.89M	1.88%	105.39K
VA CollegeAmerica Amcap 529A	1.69M	1.65%	-
Vanguard Small Cap Value Index Inv	2.18M	1.42%	15.31K
American Funds SMALLCAP World A	2.13M	1.38%	-
Fidelity Low-Priced Stock	1.94M	1.26%	88.66K
Vanguard Institutional Extnd Mkt Idx Tr	1.72M	1.12%	17.66K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 02, 2026	Rubulotta David	Co-Head Fixed Inc Cap Mkts	Sell	$49.72K
Jan 29, 2026	ZEMLYAK JAMES M	President	Sell	$1.12K
Aug 13, 2025	ZEMLYAK JAMES M	Co-President	Buy	$232.00
Aug 11, 2025	ZEMLYAK JAMES M	Co-President	Buy	$111.76
Aug 12, 2025	ZEMLYAK JAMES M	Co-President	Buy	$228.32

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	-	-
2026 Q1	-	2
2025 Q4	-	-
2025 Q3	4	-
2025 Q2	-	3

SF Ownership FAQ

Who Owns Stifel Financial?

Stifel Financial shareholders are primarily institutional investors at 129.58%, followed by 3.11% insiders and -32.69% retail investors. The average institutional ownership in Stifel Financial's industry, Capital Markets Stocks, is 33.12%, which Stifel Financial exceeds.

Who owns the most shares of Stifel Financial?

Stifel Financial’s largest shareholders are Blackrock funding, inc. /de (14.49M shares, 14.09%), Vanguard group (9.59M shares, 9.33%), and Blackrock (9.25M shares, 8.87%). Together, they hold 32.30% 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?

Access investment management is Stifel Financial’s biggest shareholder by percentage of total assets invested, with 4.34% of its assets in 142.49K Stifel Financial shares, valued at 16.17M$.

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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