Stifel Financial Ownership | Who Owns Stifel Financial?

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Stifel Financial Ownership Summary

Stifel Financial is owned by 83.96% institutional investors, 3.03% insiders, and 13.01% 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 3.28% of its assets in Stifel Financial shares.

SF Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Stifel Financial	83.96%	3.03%	13.01%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Capital Markets Stocks	37.11%	19.98%	42.91%

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
Delphi management inc /ma/	15.08K	1.55%	$1.60M
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
Gw&k investment management	1.09M	0.98%	$115.11M
Kennedy capital management	377.73K	0.89%	$40.07M

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
Raymond james financial	112.52K	0.00%	112.52K	$11.94M
Qube research	105.80K	0.01%	105.80K	$11.22M
New age alpha advisors	58.20K	0.25%	58.20K	$6.17M
Prana capital management, lp	32.91K	0.17%	32.91K	$3.49M

Sold Out

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

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2025	525	1.16%	87,957,759	0.38%	83	1.18%	275	8.27%	153	-11.05%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	3.35M	3.28%	-6.00K
Vanguard Total Stock Mkt Idx Inv	3.14M	3.07%	-26.43K
Vanguard US Total Market Shares ETF	3.10M	2.99%	2.12K
Vanguard Small Cap Index	2.38M	2.33%	-101.05K
VA CollegeAmerica Amcap 529A	1.69M	1.65%	-
JHancock Disciplined Value Mid Cap I	1.62M	1.59%	663.78K
Vanguard Institutional Extnd Mkt Idx Tr	1.58M	1.55%	-7.91K
Vanguard Small Cap Value Index Inv	1.52M	1.49%	-76.79K
American Funds SMALLCAP World A	1.42M	1.39%	-
FullerThaler Behavioral Small-Cap Equity	1.24M	1.20%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 06, 2025	ZIMMERMAN MICHAEL J	-	Sell	$485.00K
Jun 06, 2025	ZIMMERMAN MICHAEL J	-	Sell	$481.95K
May 13, 2025	PEACOCK DAVID A	-	Sell	$1.29M
Nov 22, 2024	WEISEL THOMAS W	-	Sell	$1.50M
Nov 18, 2024	Nesi Victor	Co-President	Sell	$1.20M

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	-
2025 Q2	-	3
2025 Q1	-	-
2024 Q4	-	3
2024 Q2	-	1

SF Ownership FAQ

Who Owns Stifel Financial?

Stifel Financial shareholders are primarily institutional investors at 83.96%, followed by 3.03% insiders and 13.01% retail investors. The average institutional ownership in Stifel Financial's industry, Capital Markets Stocks, is 37.11%, which Stifel Financial exceeds.

Who owns the most shares of Stifel Financial?

Stifel Financial’s largest shareholders are Vanguard group (10.4M shares, 10.01%), Blackrock funding, inc. /de (9.46M shares, 9.10%), and Blackrock (9.25M shares, 8.87%). Together, they hold 27.97% 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 4.38% of its assets in 142.41K Stifel Financial shares, valued at 15.11M$.

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 3.28% of its total shares outstanding invested in 3.35M Stifel Financial shares.

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