Stifel Financial Ownership | Who Owns Stifel Financial?
Stifel Financial Ownership Summary
Stifel Financial is owned by 79.20% institutional investors, 3.17% insiders, and 17.63% retail investors. Vanguard group is the largest institutional shareholder, holding 10.01% of SF shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.22% of its assets in Stifel Financial shares.
SF Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Stifel Financial | 79.20% | 3.17% | 17.63% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Capital Markets Stocks | 34.70% | 18.00% | 47.30% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 10.40M | 10.01% | $1.10B |
| Blackrock funding, inc. /de | 9.46M | 9.10% | $1.00B |
| Blackrock | 9.25M | 8.87% | $778.31M |
| Fmr | 8.63M | 8.30% | $915.35M |
| Capital research global investors | 3.47M | 3.34% | $368.60M |
| State street | 3.09M | 2.96% | $260.13M |
| Earnest partners | 2.95M | 2.84% | $312.77M |
| Alliancebernstein | 2.65M | 2.55% | $281.28M |
| Wellington management group llp | 2.59M | 2.49% | $274.64M |
| Morgan stanley | 2.39M | 2.29% | $200.77M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Access investment management | 142.41K | 4.38% | $15.11M |
| Tanaka capital management | 15.68K | 3.80% | $1.66M |
| Channing capital management | 1.05M | 2.97% | $111.39M |
| 1492 capital management | 53.02K | 2.67% | $5.62M |
| Philadelphia financial management of san francisco | 150.14K | 2.25% | $15.93M |
| Delphi management inc /ma/ | 15.08K | 1.55% | $1.60M |
| Chase investment counsel | 41.60K | 1.42% | $4.41M |
| Earnest partners | 2.95M | 1.40% | $312.77M |
| Systematic financial management lp | 415.32K | 1.12% | $44.06M |
| Maltese capital management | 61.40K | 0.99% | $6.51M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.30M | 0.02% | 1.30M |
| Fmr | 8.63M | 0.05% | 672.42K |
| Wellington management group llp | 2.59M | 0.05% | 630.25K |
| Blackrock | 9.25M | 0.02% | 256.35K |
| Walleye capital | 238.94K | 0.06% | 197.30K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lsv asset management | 789.36K | 0.19% | -710.41K |
| Fuller & thaler asset management | 1.30M | 0.52% | -463.86K |
| Dimensional fund advisors lp | 1.65M | 0.04% | -324.18K |
| Alliancebernstein | 2.65M | 0.10% | -322.05K |
| Marshall wace, llp | 147.58K | 0.02% | -311.06K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.30M | 0.02% | 1.30M | $137.45M |
| Proficio capital partners | 162.17K | 0.01% | 162.17K | $162.17K |
| Philadelphia financial management of san francisco | 150.14K | 2.25% | 150.14K | $15.93M |
| Raymond james financial | 112.52K | 0.00% | 112.52K | $11.94M |
| Two sigma investments, lp | 106.45K | 0.02% | 106.45K | $11.29M |
Sold Out
| Holder | Change |
|---|---|
| Harbor investment advisory | -1.00 |
| Impact partnership wealth | -5.00 |
| Tfo-tdc | -6.00 |
| Claris advisors, llc / mo / | -8.00 |
| Financial gravity asset management | -13.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 468 | 4.70% | 82,345,204 | -5.08% | 79 | 1.14% | 234 | 17.59% | 152 | -7.32% |
| Sep 30, 2024 | 441 | -0.23% | 86,382,125 | -1.10% | 83 | 1.18% | 198 | 2.59% | 160 | -1.23% |
| Jun 30, 2024 | 436 | -1.13% | 87,280,500 | 3.76% | 83 | 1.29% | 189 | -19.23% | 160 | 20.30% |
| Mar 31, 2024 | 441 | 14.55% | 84,119,993 | -0.16% | 80 | 1.29% | 234 | 47.17% | 133 | -20.83% |
| Dec 31, 2023 | 385 | 4.34% | 84,251,778 | -1.52% | 78 | 1.21% | 159 | -8.62% | 168 | 30.23% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3.34M | 3.22% | 5.82K |
| Vanguard Total Stock Mkt Idx Inv | 3.12M | 3.01% | 59.97K |
| Vanguard US Total Market Shares ETF | 3.10M | 2.99% | 2.12K |
| Vanguard Small Cap Index | 2.46M | 2.37% | -23.20K |
| Capital Group AMCAP Composite | 1.69M | 1.66% | - |
| VA CollegeAmerica Amcap 529A | 1.69M | 1.65% | - |
| Vanguard Small Cap Value Index Inv | 1.59M | 1.54% | -40.59K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.57M | 1.52% | 18.27K |
| American Funds SMALLCAP World A | 1.42M | 1.37% | -54.62K |
| FullerThaler Behavioral Small-Cap Equity | 1.24M | 1.19% | -438.19K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 22, 2024 | WEISEL THOMAS W | - | Sell | $1.50M |
| Nov 18, 2024 | Nesi Victor | Co-President | Sell | $1.20M |
| Nov 12, 2024 | SLINEY DAVID D | Chief Operating Officer | Sell | $2.90M |
| May 02, 2024 | PEACOCK DAVID A | - | Sell | $1.04M |
| Mar 15, 2024 | SLINEY DAVID D | Chief Operating Officer | Sell | $280.87K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | 3 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | 4 |
| 2023 Q4 | - | 1 |
SF Ownership FAQ
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