Stifel Financial Ownership | Who Owns Stifel Financial?
Stifel Financial Ownership Summary
Stifel Financial is owned by 135.36% institutional investors, 3.17% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.38% of SF shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.49% of its assets in Stifel Financial shares.
SF Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Stifel Financial | 135.36% | 3.17% | -38.53% |
| Sector | Financial Services Stocks | 736.16% | 13.84% | -650.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 14.78M | 14.38% | $1.03B |
| Vanguard group | 9.59M | 9.33% | $1.20B |
| Blackrock | 9.25M | 8.87% | $778.31M |
| Fmr | 8.53M | 8.30% | $595.47M |
| Vanguard capital management | 6.66M | 6.48% | $464.62M |
| Aqr capital management | 6.00M | 5.84% | $418.72M |
| State street | 4.88M | 4.74% | $340.18M |
| Boston partners | 4.40M | 4.28% | $307.33M |
| Stifel financial | 3.89M | 3.78% | $271.19M |
| Earnest partners | 3.61M | 3.51% | $251.77M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Algebris (uk) | 1.01M | 4.61% | $70.09M |
| Access investment management | 214.02K | 3.82% | $14.93M |
| Tanaka capital management | 12.80K | 2.62% | $1.45M |
| 1492 capital management | 74.58K | 1.54% | $5.20M |
| Delphi management inc /ma/ | 18.25K | 1.24% | $1.27M |
| Prana capital management, lp | 478.33K | 1.01% | $33.37M |
| Palisades investment partners | 50.15K | 1.00% | $3.50M |
| Requisite capital management | 79.12K | 0.91% | $5.52M |
| Earnest partners | 3.61M | 0.91% | $251.77M |
| Systematic financial management lp | 617.94K | 0.86% | $43.11M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 2.06M | 0.01% | 2.06M |
| Millennium management | 1.97M | 0.05% | 1.55M |
| Sixth street partners management company | 1.33M | 0.01% | 1.33M |
| Two sigma investments, lp | 1.23M | 0.06% | 860.77K |
| Goldman sachs group | 1.67M | 0.01% | 558.51K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Aqr capital management | 6.00M | 0.15% | -2.47M |
| Marshall wace, llp | 13.12K | 0.00% | -1.28M |
| Wellington management group llp | 2.57M | 0.03% | -1.13M |
| Macquarie group | - | - | -1.07M |
| Point72 asset management | - | - | -726.14K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.06M | 0.01% | 2.06M | $143.84M |
| Sixth street partners management company | 1.33M | 0.01% | 1.33M | $92.57M |
| Benjamin edwards | 124.29K | 0.08% | 124.29K | $8.67M |
| Basswood capital management | 104.32K | 0.29% | 104.32K | $7.28M |
| Requisite capital management | 79.12K | 0.91% | 79.12K | $5.52M |
Sold Out
| Holder | Change |
|---|---|
| Dv trading | -1.00 |
| Harbor investment advisory | -1.00 |
| Clear street markets | -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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 596 | -6.88% | 139,131,407 | 1.61% | 135 | 0.76% | 246 | -58.02% | 257 | 471.11% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 5.27M | 3.49% | 162.00 |
| Vanguard MStar Total Stk Mkt Idx Invest | 4.64M | 3.07% | 12.46K |
| Vanguard Morn Total Stk Mkt Idx Investor | 4.63M | 3.05% | -57.64K |
| Vanguard Total Stock Mkt Idx Inv | 4.63M | 3.01% | -57.64K |
| Vanguard US Total Market Shares ETF | 3.10M | 2.99% | 2.12K |
| Vanguard Small Cap Index | 3.35M | 2.22% | 7.45K |
| JHancock Disciplined Value Mid Cap I | 2.90M | 1.92% | - |
| VA CollegeAmerica Amcap 529A | 1.69M | 1.65% | - |
| American Funds SMALLCAP World A | 2.32M | 1.53% | 185.84K |
| Vanguard MStar Small Cap Value Index | 2.13M | 1.41% | 6.40K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 23, 2026 | Brown Maryam S. | - | Sell | $198.13K |
| Jul 23, 2026 | Brown Maryam S. | - | Sell | $174.11K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | 2 |
| 2025 Q4 | - | - |
| 2025 Q3 | 4 | - |
| 2025 Q2 | - | 3 |
SF Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools