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Stifel Financial Ownership | Who Owns Stifel Financial?

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Stifel Financial Ownership Summary

Stifel Financial is owned by 86.79% institutional investors, 3.09% insiders, and 10.13% 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 3.27% of its assets in Stifel Financial shares.

SF Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockStifel Financial86.79%3.09%10.13%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryCapital Markets Stocks46.04%16.84%37.12%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group10.40M10.01%$1.10B
Blackrock funding, inc. /de9.40M9.09%$975.36M
Blackrock9.25M8.87%$778.31M
Fmr8.63M8.30%$915.35M
State street3.09M2.96%$260.13M
Earnest partners2.95M2.84%$312.77M
Alliancebernstein2.65M2.55%$281.28M
Wellington management group llp2.59M2.49%$274.64M
Morgan stanley2.39M2.29%$200.77M
Capital research global investors2.25M2.17%$233.06M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Access investment management142.47K4.21%$14.79M
Tanaka capital management15.68K3.80%$1.66M
Channing capital management885.44K2.56%$91.89M
1492 capital management49.37K2.36%$5.12M
Algebris (uk)103.97K1.70%$10.77M
Earnest partners2.95M1.40%$312.77M
Delphi management inc /ma/12.81K1.35%$1.45M
Palisades investment partners29.34K1.33%$3.05M
Systematic financial management lp418.68K1.16%$43.45M
Kennedy capital management409.58K1.01%$42.51M

Top Buyers

HolderShares% AssetsChange
Norges bank1.30M0.02%1.30M
Alyeska investment group997.90K0.36%997.90K
Fmr8.63M0.05%672.42K
Wellington management group llp2.59M0.05%630.25K
Van lanschot kempen investment management405.55K0.40%405.55K

Top Sellers

HolderShares% AssetsChange
Fuller & thaler asset management681.13K0.26%-622.52K
Capital research global investors2.25M0.05%-363.82K
Dimensional fund advisors lp1.65M0.04%-324.18K
Alliancebernstein2.65M0.10%-322.05K
Lsv asset management293.10K0.07%-261.43K

New Positions

HolderShares% AssetsChangeValue
Norges bank1.30M0.02%1.30M$137.45M
Alyeska investment group997.90K0.36%997.90K$103.56M
Van lanschot kempen investment management405.55K0.40%405.55K$42.09M
Glenmede investment management, lp216.91K0.11%216.91K$22.51M
Access investment management142.47K4.21%142.47K$14.79M

Sold Out

HolderChange
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

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2025487-8.63%89,691,8581.80%861.23%220-21.71%19225.49%
Mar 31, 20255251.16%87,957,7590.38%831.18%2758.27%153-11.05%
Dec 31, 20244684.70%82,345,204-5.08%791.14%23417.59%152-7.32%
Sep 30, 2024441-0.23%86,382,125-1.10%831.18%1982.59%160-1.23%
Jun 30, 2024436-1.13%87,280,5003.76%831.29%189-19.23%16020.30%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Mid-Cap ETF3.34M3.27%-
Vanguard Total Stock Mkt Idx Inv3.07M3.01%-64.91K
Vanguard US Total Market Shares ETF3.10M2.99%2.12K
Vanguard Small Cap Index2.37M2.32%-15.60K
VA CollegeAmerica Amcap 529A1.69M1.65%-
JHancock Disciplined Value Mid Cap I1.62M1.59%-
Vanguard Small Cap Value Index Inv1.52M1.49%2.48K
American Funds SMALLCAP World A1.42M1.39%-
Fidelity Low-Priced Stock1.18M1.16%-3.17K
Vanguard Institutional Extnd Mkt Idx Tr1.10M1.08%-479.67K

Recent Insider Transactions

DateNameRoleActivityValue
Aug 07, 2025ZEMLYAK JAMES M Co-PresidentBuy$440.68
Aug 13, 2025ZEMLYAK JAMES M Co-PresidentBuy$232.00
Aug 12, 2025ZEMLYAK JAMES M Co-PresidentBuy$228.32
Aug 11, 2025ZEMLYAK JAMES M Co-PresidentBuy$111.76
Jun 06, 2025ZIMMERMAN MICHAEL J-Sell$485.00K

Insider Transactions Trends

DateBuySell
2025 Q34-
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 86.79%, followed by 3.09% insiders and 10.12% retail investors. The average institutional ownership in Stifel Financial's industry, Capital Markets Stocks, is 46.04%, 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 (9.4M shares, 9.09%), 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 4.21% of its assets in 142.47K Stifel Financial shares, valued at 14.79M$.

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 3.27% of its total shares outstanding invested in 3.34M Stifel Financial shares.

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