Stifel Financial Ownership | Who Owns Stifel Financial?

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Stifel Financial Ownership Summary

Stifel Financial is owned by 14.25% institutional investors, 2.96% insiders, and 82.79% retail investors. Vanguard group is the largest institutional shareholder, holding 9.33% of SF shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.99% of its assets in Stifel Financial shares.

SF Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Stifel Financial	14.25%	2.96%	82.79%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Capital Markets Stocks	28.28%	14.21%	57.51%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	9.59M	9.33%	$1.20B
Blackrock funding, inc. /de	9.33M	9.08%	$1.17B
Blackrock	9.25M	8.87%	$778.31M
Fmr	5.86M	5.67%	$665.39M
Wellington management group llp	3.45M	3.34%	$391.67M
State street	3.15M	3.05%	$357.21M
Earnest partners	2.54M	2.47%	$317.81M
Boston partners	2.37M	2.29%	$269.13M
Stifel financial	2.29M	2.22%	$286.17M
Capital research global investors	2.21M	2.15%	$276.55M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pmc fig opportunities	31.11K	5.32%	$3.53M
Access investment management	142.49K	4.34%	$16.17M
Algebris (uk)	317.83K	3.12%	$39.82M
Tanaka capital management	12.80K	2.62%	$1.45M
1492 capital management	53.63K	2.57%	$6.72M
Channing capital management	766.59K	2.29%	$86.98M
Delphi management inc /ma/	12.49K	1.52%	$1.56M
Palisades investment partners	30.18K	1.43%	$3.78M
Earnest partners	2.54M	1.36%	$317.81M
Ceredex value advisors	494.63K	1.30%	$56.13M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.38M	0.02%	1.38M
Voya investment management	584.75K	0.07%	571.96K
Ceredex value advisors	494.63K	1.30%	494.63K
Wellington management group llp	3.45M	0.07%	419.04K
Goldman sachs group	934.27K	0.01%	280.66K

Top Sellers

Holder	Shares	% Assets	Change
Fmr	5.86M	0.03%	-3.11M
Macquarie group	-	-	-1.07M
Vanguard group	9.59M	0.02%	-406.00K
Charles schwab investment management	843.37K	0.02%	-354.48K
Lsv asset management	-	-	-293.10K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.38M	0.02%	1.38M	$172.45M
Ceredex value advisors	494.63K	1.30%	494.63K	$56.13M
Point72 asset management	246.88K	0.05%	246.88K	$28.01M
Freestone grove partners lp	112.46K	0.10%	112.46K	$12.76M
Edgestream partners	101.41K	0.34%	101.41K	$11.51M

Sold Out

Holder	Change
Harbor investment advisory	-1.00
Clear street markets	-1.00
Mv capital management	-2.00
Palisade asset management	-3.00
Hhm wealth advisors	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2024	468	4.70%	82,345,204	-5.08%	79	1.14%	234	17.59%	152	-7.32%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	3.10M	2.99%	2.12K
iShares Core S&P Mid-Cap ETF	3.29M	2.12%	39.17K
Vanguard Total Stock Mkt Idx Inv	3.03M	1.96%	6.23K
VA CollegeAmerica Amcap 529A	1.69M	1.65%	-
Vanguard Small Cap Index	2.19M	1.42%	-465.00
JHancock Disciplined Value Mid Cap I	1.64M	1.06%	-44.28K
American Funds SMALLCAP World A	1.42M	0.92%	-
Vanguard Small Cap Value Index Inv	1.41M	0.91%	-10.62K
Delaware Small Cap Value A	831.80K	0.81%	-24.92K
Fidelity Low-Priced Stock	1.24M	0.80%	12.20K

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 Q1	-	2
2025 Q4	-	-
2025 Q3	4	-
2025 Q2	-	3
2025 Q1	-	-

SF Ownership FAQ

Who Owns Stifel Financial?

Stifel Financial shareholders are primarily institutional investors at 14.25%, followed by 2.96% insiders and 82.79% retail investors. The average institutional ownership in Stifel Financial's industry, Capital Markets Stocks, is 28.28%, which Stifel Financial falls below.

Who owns the most shares of Stifel Financial?

Stifel Financial’s largest shareholders are Vanguard group (9.59M shares, 9.33%), Blackrock funding, inc. /de (9.33M shares, 9.08%), and Blackrock (9.25M shares, 8.87%). Together, they hold 27.28% 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?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Stifel Financial shares, with 2.99% of its total shares outstanding invested in 3.1M Stifel Financial shares.

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