Stifel Financial Ownership 2024 | Who Owns Stifel Financial Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

42.99%

Insider Ownership

3.21%

Retail Ownership

53.81%

Institutional Holders

264.00

Stifel Financial Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	9.81%	0.02%	10,461,734	391,384	3.89%	817,793,747	Mar 31, 2024
BLACKROCK INC.	8.43%	0.02%	8,992,710	-17,979	-0.20%	702,960,156	Mar 31, 2024
CAPITAL RESEARCH GLOBAL INVESTORS	5.71%	0.11%	6,094,011	-704	-0.01%	476,368,840	Mar 31, 2024
STATE STREET CORP	2.91%	0.01%	3,108,309	83,475	2.76%	242,976,515	Mar 31, 2024
FMR LLC	2.86%	0.02%	3,046,837	447,555	17.22%	238,171,265	Mar 31, 2024
EARNEST PARTNERS LLC	2.75%	1.05%	2,932,059	191,896	7.00%	229,199,052	Mar 31, 2024
MORGAN STANLEY	2.40%	0.02%	2,555,975	788	0.03%	199,800,820	Mar 31, 2024
ALLIANCEBERNSTEIN L.P.	2.16%	0.06%	2,307,085	35,289	1.55%	180,344,834	Mar 31, 2024
STIFEL FINANCIAL CORP	2.12%	0.20%	2,261,981	-20,624	-0.90%	176,819,137	Mar 31, 2024
MACQUARIE GROUP LTD	1.91%	0.18%	2,041,468	-63,104	-3.00%	159,565,017	Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP	1.88%	0.04%	2,000,625	-78,760	-3.79%	156,388,866	Mar 31, 2024
LSV ASSET MANAGEMENT	1.69%	0.29%	1,799,270	56,570	3.25%	140,649,000	Mar 31, 2024
FULLER & THALER ASSET MANAGEMENT, INC.	1.66%	0.60%	1,771,944	114,307	6.90%	138,512,894,000	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	1.53%	0.01%	1,627,962	60,942	3.89%	127,283,509	Mar 31, 2024
SILVERCREST ASSET MANAGEMENT GROUP LLC	1.30%	0.74%	1,391,723	-142,563	-9.29%	108,790,962	Mar 31, 2024
FISHER ASSET MANAGEMENT, LLC	1.30%	0.05%	1,385,242	-19,506	-1.39%	108,284,396	Mar 31, 2024
PRINCIPAL FINANCIAL GROUP INC	1.25%	0.06%	1,332,258	151,046	12.79%	104,142,608	Mar 31, 2024
MILLENNIUM MANAGEMENT LLC	1.23%	0.04%	1,315,819	-1,309,236	-49.87%	102,857,571	Mar 31, 2024
GW&K INVESTMENT MANAGEMENT, LLC	1.22%	0.90%	1,301,087	-27,835	-2.09%	101,706,000	Mar 31, 2024
INVESCO LTD.	1.18%	0.02%	1,262,478	262,593	26.26%	98,687,904	Mar 31, 2024

Stifel Financial's largest institutional shareholder is VANGUARD GROUP INC, holding 9.81% of the company's total share outstanding, currently valued at $817.79M. The top 10 institutional shareholders own together 41.07% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ACCESS INVESTMENT MANAGEMENT LLC	0.13%	3.67%	142,302	-	-	11,123,748	Mar 31, 2024
TANAKA CAPITAL MANAGEMENT INC	0.01%	3.06%	15,901	3,150	24.70%	1,243,000	Mar 31, 2024
CHANNING CAPITAL MANAGEMENT, LLC	1.10%	2.45%	1,170,148	41,201	3.65%	91,470,469	Mar 31, 2024
1492 CAPITAL MANAGEMENT LLC	0.05%	2.38%	54,643	-529	-0.96%	4,271,443	Mar 31, 2024
POPLAR FOREST CAPITAL LLC	0.17%	1.94%	184,632	85,934	87.07%	14,432,683	Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC	0.66%	1.13%	702,663	-32,138	-4.37%	54,927,165	Mar 31, 2024
NORTH REEF CAPITAL MANAGEMENT LP	0.25%	1.11%	271,398	-14,111	-4.94%	21,215,182	Mar 31, 2024
EARNEST PARTNERS LLC	2.75%	1.05%	2,932,059	191,896	7.00%	229,199,052	Mar 31, 2024
GW&K INVESTMENT MANAGEMENT, LLC	1.22%	0.90%	1,301,087	-27,835	-2.09%	101,706,000	Mar 31, 2024
CLAYTON FINANCIAL GROUP LLC	0.02%	0.89%	25,012	-	-	1,955,189	Mar 31, 2024
SYSTEMATIC FINANCIAL MANAGEMENT LP	0.38%	0.87%	400,486	392	0.10%	31,306,036	Mar 31, 2024
SILVERCREST ASSET MANAGEMENT GROUP LLC	1.30%	0.74%	1,391,723	-142,563	-9.29%	108,790,962	Mar 31, 2024
QUANTUM PRIVATE WEALTH, LLC	0.02%	0.62%	21,423	-	-	1,674,636	Mar 31, 2024
FULLER & THALER ASSET MANAGEMENT, INC.	1.66%	0.60%	1,771,944	114,307	6.90%	138,512,894,000	Mar 31, 2024
MALTESE CAPITAL MANAGEMENT LLC	0.03%	0.53%	35,000	35,000	100.00%	2,735,950	Mar 31, 2024
BRANDYWINE OAK PRIVATE WEALTH LLC	0.06%	0.49%	60,043	-	-	4,693,562	Mar 31, 2024
GATOR CAPITAL MANAGEMENT, LLC	0.01%	0.48%	12,000	-	-	938,040	Mar 31, 2024
STANLEY-LAMAN GROUP, LTD.	0.04%	0.47%	43,005	192	0.45%	3,361,729	Mar 31, 2024
ALPHAQ ADVISORS LLC	0.01%	0.47%	10,000	-1,000	-9.09%	781,700	Mar 31, 2024
PEREGRINE CAPITAL MANAGEMENT LLC	0.19%	0.45%	200,181	64	0.03%	15,648,149	Mar 31, 2024

The largest Stifel Financial shareholder by % of total assets is ACCESS INVESTMENT MANAGEMENT LLC. The company owns 142.30K shares of Stifel Financial (SF), representing 3.67% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MARSHALL WACE, LLP	0.69%	0.09%	736,319	736,319	100.00%	57,558,056	Mar 31, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.66%	0.03%	702,575	702,575	100.00%	54,921,000	Mar 31, 2024
FMR LLC	2.86%	0.02%	3,046,837	447,555	17.22%	238,171,265	Mar 31, 2024
VANGUARD GROUP INC	9.81%	0.02%	10,461,734	391,384	3.89%	817,793,747	Mar 31, 2024
INVESCO LTD.	1.18%	0.02%	1,262,478	262,593	26.26%	98,687,904	Mar 31, 2024
FIERA CAPITAL CORP	0.63%	0.15%	670,527	209,317	45.38%	52,415,096	Mar 31, 2024
EARNEST PARTNERS LLC	2.75%	1.05%	2,932,059	191,896	7.00%	229,199,052	Mar 31, 2024
PRINCIPAL FINANCIAL GROUP INC	1.25%	0.06%	1,332,258	151,046	12.79%	104,142,608	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	0.00%	147,800	147,800	100.00%	11,553,526	Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.	0.13%	0.02%	143,169	143,169	100.00%	11,191,521	Mar 31, 2024
BANK OF AMERICA CORP /DE/	0.97%	0.01%	1,029,500	131,781	14.68%	80,476,035,000	Mar 31, 2024
FULLER & THALER ASSET MANAGEMENT, INC.	1.66%	0.60%	1,771,944	114,307	6.90%	138,512,894,000	Mar 31, 2024
ASSENAGON ASSET MANAGEMENT S.A.	0.14%	0.03%	147,586	108,147	274.21%	11,536,798	Mar 31, 2024
CITADEL ADVISORS LLC	0.09%	0.00%	93,764	93,764	100.00%	7,329,532	Mar 31, 2024
SCHRODER INVESTMENT MANAGEMENT GROUP	0.09%	0.01%	90,694	90,694	100.00%	7,089,551	Mar 31, 2024
AXIOM INVESTORS LLC /DE	0.18%	0.13%	196,305	89,580	83.94%	15,345,162	Mar 31, 2024
POPLAR FOREST CAPITAL LLC	0.17%	1.94%	184,632	85,934	87.07%	14,432,683	Mar 31, 2024
STATE STREET CORP	2.91%	0.01%	3,108,309	83,475	2.76%	242,976,515	Mar 31, 2024
CASTLEARK MANAGEMENT LLC	0.07%	0.23%	69,470	69,470	100.00%	5,430,470	Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	0.06%	0.03%	62,266	62,266	100.00%	4,867,311	Mar 31, 2024

As of Mar 31 2024, Stifel Financial's largest institutional buyer is MARSHALL WACE, LLP. The company purchased 736.32K stocks of SF, valued at $57.56M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MILLENNIUM MANAGEMENT LLC	1.23%	0.04%	1,315,819	-1,309,236	-49.87%	102,857,571	Mar 31, 2024
VICTORY CAPITAL MANAGEMENT INC	0.09%	0.01%	94,517	-561,381	-85.59%	7,388,433	Mar 31, 2024
FIRST TRUST ADVISORS LP	0.15%	0.01%	154,976	-370,050	-70.48%	12,114,473	Mar 31, 2024
GOLDMAN SACHS GROUP INC	0.57%	0.01%	609,440	-296,784	-32.75%	47,639,955	Mar 31, 2024
SILVERCREST ASSET MANAGEMENT GROUP LLC	1.30%	0.74%	1,391,723	-142,563	-9.29%	108,790,962	Mar 31, 2024
SQUAREPOINT OPS LLC	0.02%	0.00%	22,386	-130,704	-85.38%	1,749,914	Mar 31, 2024
INTERVAL PARTNERS, LP	-	-	-	-121,181	-100.00%	-	Mar 31, 2024
LAZARD ASSET MANAGEMENT LLC	0.14%	0.01%	149,518	-120,291	-44.58%	11,687,000	Mar 31, 2024
NORTHERN TRUST CORP	0.86%	0.01%	922,281	-101,851	-9.95%	72,094,706	Mar 31, 2024
AQR CAPITAL MANAGEMENT LLC	0.35%	0.05%	369,828	-85,454	-18.77%	28,757,813	Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP	1.88%	0.04%	2,000,625	-78,760	-3.79%	156,388,866	Mar 31, 2024
MACQUARIE GROUP LTD	1.91%	0.18%	2,041,468	-63,104	-3.00%	159,565,017	Mar 31, 2024
EDGESTREAM PARTNERS, L.P.	-	-	-	-56,206	-100.00%	-	Mar 31, 2024
BANK OF NEW YORK MELLON CORP	1.11%	0.02%	1,181,700	-46,658	-3.80%	92,373,436	Mar 31, 2024
HRT FINANCIAL LP	-	-	-	-43,558	-100.00%	-	Mar 31, 2024
AMERIPRISE FINANCIAL INC	0.32%	0.01%	344,923	-42,827	-11.04%	26,962,657	Mar 31, 2024
RHUMBLINE ADVISERS	0.27%	0.02%	283,267	-42,531	-13.05%	22,142,937,000	Mar 31, 2024
SCHONFELD STRATEGIC ADVISORS LLC	0.01%	0.00%	6,510	-40,390	-86.12%	508,886	Mar 31, 2024
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC	0.04%	0.22%	39,023	-37,201	-48.80%	3,050,428	Mar 31, 2024
HOLOCENE ADVISORS, LP	-	-	-	-35,880	-100.00%	-	Mar 31, 2024

As of Mar 31 2024, Stifel Financial's biggest institutional seller is MILLENNIUM MANAGEMENT LLC. The company sold -1.31M shares of SF, valued at $102.86M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	0.66%	0.03%	702,575	702,575	100.00%	54,921,000	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	0.00%	147,800	147,800	100.00%	11,553,526	Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.	0.13%	0.02%	143,169	143,169	100.00%	11,191,521	Mar 31, 2024
CASTLEARK MANAGEMENT LLC	0.07%	0.23%	69,470	69,470	100.00%	5,430,470	Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.05%	0.00%	53,211	53,211	100.00%	4,160,000	Mar 31, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC	0.05%	0.34%	50,663	50,663	100.00%	3,960,327	Mar 31, 2024
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.03%	0.06%	32,843	32,843	100.00%	2,567,337	Mar 31, 2024
POINT72 HONG KONG LTD	0.02%	0.10%	25,185	25,185	100.00%	1,968,734	Mar 31, 2024
FRANKLIN RESOURCES INC	0.02%	0.00%	22,316	22,316	100.00%	1,744,442	Mar 31, 2024
TD ASSET MANAGEMENT INC	0.02%	0.00%	20,400	20,400	100.00%	1,594,668	Mar 31, 2024
WEDGE CAPITAL MANAGEMENT L L P/NC	0.02%	0.03%	19,729	19,729	100.00%	1,542,216	Mar 31, 2024
REDWOOD INVESTMENT MANAGEMENT, LLC	0.02%	0.14%	19,401	19,401	100.00%	1,517,000	Mar 31, 2024
NOMURA HOLDINGS INC	0.02%	0.00%	19,268	19,268	100.00%	1,506,180	Mar 31, 2024
	0.02%	0.01%	18,822	18,822	100.00%	1,305,447	Mar 31, 2024
SAGEVIEW ADVISORY GROUP, LLC	0.01%	0.07%	16,006	16,006	100.00%	1,462,720	Mar 31, 2024
SHERBROOKE PARK ADVISERS LLC	0.01%	0.20%	12,973	12,973	100.00%	1,014,099	Mar 31, 2024
MQS MANAGEMENT LLC	0.01%	0.40%	8,996	8,996	100.00%	703,217	Mar 31, 2024
HANCOCK WHITNEY CORP	0.01%	0.02%	7,562	7,562	100.00%	591,124	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.01%	0.00%	7,402	7,402	100.00%	578,614	Mar 31, 2024
JEFFERIES FINANCIAL GROUP INC.	0.01%	0.01%	7,334	7,334	100.00%	573,299	Mar 31, 2024
HARBOR CAPITAL ADVISORS, INC.	0.01%	0.07%	7,142	7,142	100.00%	558,000	Mar 31, 2024
OMERS ADMINISTRATION CORP	0.01%	0.01%	7,100	7,100	100.00%	555,007	Mar 31, 2024
ETHIC INC.	0.01%	0.01%	7,078	7,078	100.00%	553,308	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.01%	0.00%	6,300	6,300	100.00%	492,471	Mar 31, 2024
NORTHEAST INVESTMENT MANAGEMENT	0.01%	0.02%	6,050	6,050	100.00%	472,915	Mar 31, 2024
FORA CAPITAL, LLC	0.01%	0.04%	5,806	5,806	100.00%	453,855	Mar 31, 2024
CAPSTONE INVESTMENT ADVISORS, LLC	0.01%	0.00%	5,736	5,736	100.00%	448,383	Mar 31, 2024
FOX RUN MANAGEMENT, L.L.C.	0.00%	0.09%	5,275	5,275	100.00%	412,347	Mar 31, 2024
CLEARALPHA TECHNOLOGIES LP	0.00%	0.17%	5,272	5,272	100.00%	412,112	Mar 31, 2024
QSEMBLE CAPITAL MANAGEMENT, LP	0.00%	0.09%	5,009	5,009	100.00%	391,554	Mar 31, 2024
MIRABELLA FINANCIAL SERVICES LLP	0.00%	0.03%	4,428	4,428	100.00%	346,137	Mar 31, 2024
VERITION FUND MANAGEMENT LLC	0.00%	0.00%	4,231	4,231	100.00%	330,737	Mar 31, 2024
WEDBUSH SECURITIES INC	0.00%	0.01%	3,926	3,926	100.00%	307,000	Mar 31, 2024
PEARL RIVER CAPITAL, LLC	0.00%	0.05%	3,910	3,910	100.00%	305,645	Mar 31, 2024
BOOTHBAY FUND MANAGEMENT, LLC	0.00%	0.01%	3,582	3,582	100.00%	280,005	Mar 31, 2024
KAPITALO INVESTIMENTOS LTDA	0.00%	0.06%	3,535	3,535	100.00%	276,331	Mar 31, 2024
DIAMETRIC CAPITAL, LP	0.00%	0.15%	3,462	3,462	100.00%	270,624	Mar 31, 2024
CETERA ADVISORS LLC	0.00%	0.00%	3,394	3,394	100.00%	265,309	Mar 31, 2024
BRIDGEFRONT CAPITAL, LLC	0.00%	0.20%	3,385	3,385	100.00%	264,605	Mar 31, 2024
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)	0.00%	0.00%	3,313	3,313	100.00%	258,977	Mar 31, 2024
OAK THISTLE LLC	0.00%	0.23%	3,277	3,277	100.00%	256,163	Mar 31, 2024
GYL FINANCIAL SYNERGIES, LLC	0.00%	0.02%	3,217	3,217	100.00%	251,473	Mar 31, 2024
REHMANN CAPITAL ADVISORY GROUP	0.00%	0.02%	3,141	3,141	100.00%	245,552	Mar 31, 2024
INTEGRATED WEALTH CONCEPTS LLC	0.00%	0.00%	3,131	3,131	100.00%	244,751	Mar 31, 2024
DIVERSIFY ADVISORY SERVICES, LLC	0.00%	0.01%	3,065	3,065	100.00%	236,894	Mar 31, 2024
PERIGON WEALTH MANAGEMENT, LLC	0.00%	0.01%	2,965	2,965	100.00%	231,774	Mar 31, 2024
PROFUND ADVISORS LLC	0.00%	0.01%	2,950	2,950	100.00%	230,602	Mar 31, 2024
MAI CAPITAL MANAGEMENT	0.00%	0.00%	2,867	2,867	100.00%	224,134	Mar 31, 2024
PRIVATE ADVISOR GROUP, LLC	0.00%	0.00%	2,855	2,855	100.00%	223,191	Mar 31, 2024
INTRUST BANK NA	0.00%	0.02%	2,827	2,827	100.00%	220,986	Mar 31, 2024
BUSEY WEALTH MANAGEMENT	0.00%	0.01%	2,810	2,810	100.00%	219,658	Mar 31, 2024
STEPHENS INC /AR/	0.00%	0.00%	2,795	2,795	100.00%	218,485	Mar 31, 2024
US ASSET MANAGEMENT LLC	0.00%	0.19%	2,674	2,674	100.00%	209,000	Mar 31, 2024
MEIJI YASUDA ASSET MANAGEMENT CO LTD.	0.00%	0.01%	2,613	2,613	100.00%	204,258	Mar 31, 2024
FORUM FINANCIAL MANAGEMENT, LP	0.00%	0.00%	2,583	2,583	100.00%	201,914	Mar 31, 2024
M&T BANK CORP	0.00%	0.00%	2,572	2,572	100.00%	201,053	Mar 31, 2024
ADVISER INVESTMENTS LLC	0.00%	0.00%	2,572	2,572	100.00%	201,053	Mar 31, 2024
METIS GLOBAL PARTNERS, LLC	0.00%	0.01%	2,566	2,566	100.00%	200,584	Mar 31, 2024
ADVISORS ASSET MANAGEMENT, INC.	0.00%	0.00%	1,873	1,873	100.00%	146,412	Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.00%	0.01%	1,525	1,525	100.00%	119,209	Mar 31, 2024
DEKABANK DEUTSCHE GIROZENTRALE	0.00%	0.00%	1,489	1,489	100.00%	113,000	Mar 31, 2024
HILLTOP NATIONAL BANK	0.00%	0.03%	1,177	1,177	100.00%	92,006	Mar 31, 2024
MATHER GROUP, LLC.	0.00%	0.00%	842	842	100.00%	58,224,000	Mar 31, 2024
QUARRY LP	0.00%	0.01%	797	797	100.00%	62,302	Mar 31, 2024
FIRST MANHATTAN CO. LLC.	0.00%	0.00%	695	695	100.00%	54,328,000	Mar 31, 2024
MITSUBISHI UFJ TRUST & BANKING CORP	0.00%	0.00%	425	425	100.00%	32,848	Mar 31, 2024
FIDELIS CAPITAL PARTNERS, LLC	0.00%	0.03%	409	409	100.00%	299,313	Mar 31, 2024
BROWN BROTHERS HARRIMAN & CO	0.00%	0.00%	300	300	100.00%	23,451,000	Mar 31, 2024
RISE ADVISORS, LLC	0.00%	0.01%	266	266	100.00%	20,831	Mar 31, 2024
CUTLER GROUP LLC / CA	0.00%	0.00%	200	200	100.00%	1,000	Mar 31, 2024
ENTRYPOINT CAPITAL, LLC	0.00%	0.01%	187	187	100.00%	14,618	Mar 31, 2024
EAGLE BAY ADVISORS LLC	0.00%	0.01%	136	136	100.00%	10,631	Mar 31, 2024
FIRST FINANCIAL CORP /IN/	0.00%	0.00%	88	88	100.00%	6,878	Mar 31, 2024
SMARTLEAF ASSET MANAGEMENT LLC	0.00%	0.00%	58	58	100.00%	4,055,000	Mar 31, 2024
1832 ASSET MANAGEMENT L.P.	0.00%	-	54	54	100.00%	4,221	Mar 31, 2024
GENEOS WEALTH MANAGEMENT INC.	-	0.00%	30	30	100.00%	2,345	Mar 31, 2024
CONTINUUM ADVISORY, LLC	-	0.00%	19	19	100.00%	1,576,000	Mar 31, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	-	0.00%	13	13	100.00%	1,025,000	Mar 31, 2024
FINANCIAL MANAGEMENT PROFESSIONALS, INC.	-	0.00%	7	7	100.00%	1,000	Mar 31, 2024
VALUED WEALTH ADVISORS LLC	-	0.00%	2	2	100.00%	157,000	Mar 31, 2024

Stifel Financial's largest new institutional shareholder by number of shares is T. ROWE PRICE INVESTMENT MANAGEMENT, INC., purchased 702.58K shares, valued at $54.92M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
INTERVAL PARTNERS, LP	-	-	-	-121,181	-100.00%	-	Mar 31, 2024
EDGESTREAM PARTNERS, L.P.	-	-	-	-56,206	-100.00%	-	Mar 31, 2024
HRT FINANCIAL LP	-	-	-	-43,558	-100.00%	-	Mar 31, 2024
HOLOCENE ADVISORS, LP	-	-	-	-35,880	-100.00%	-	Mar 31, 2024
BRIDGEWATER ASSOCIATES, LP	-	-	-	-12,709	-100.00%	-	Mar 31, 2024
LECAP ASSET MANAGEMENT LTD	-	-	-	-8,778	-100.00%	-	Mar 31, 2024
VESTCOR INC	-	-	-	-7,909	-100.00%	-	Mar 31, 2024
INCEPTIONR LLC	-	-	-	-7,198	-100.00%	-	Mar 31, 2024
SEVEN EIGHT CAPITAL, LP	-	-	-	-5,776	-100.00%	-	Mar 31, 2024
WALLEYE TRADING LLC	-	-	-	-5,134	-100.00%	-	Mar 31, 2024
AXQ CAPITAL, LP	-	-	-	-4,605	-100.00%	-	Mar 31, 2024
VERSOR INVESTMENTS LP	-	-	-	-4,400	-100.00%	-	Mar 31, 2024
CBOE VEST FINANCIAL, LLC	-	-	-	-3,582	-100.00%	-	Mar 31, 2024
FDX ADVISORS, INC.	-	-	-	-3,365	-100.00%	-	Mar 31, 2024
VISIONARY WEALTH ADVISORS	-	-	-	-3,254	-100.00%	-	Mar 31, 2024
EVERPAR ADVISORS LLC	-	-	-	-3,219	-100.00%	-	Mar 31, 2024
AE WEALTH MANAGEMENT LLC	-	-	-	-3,063	-100.00%	-	Mar 31, 2024
TRUST POINT INC.	-	-	-	-2,906	-100.00%	-	Mar 31, 2024
SG AMERICAS SECURITIES, LLC	-	-	-	-2,309	-100.00%	-	Mar 31, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	-	-	-	-2,005	-100.00%	-	Mar 31, 2024
PEAK6 INVESTMENTS LLC	-	-	-	-1,694	-100.00%	-	Mar 31, 2024
CUTLER GROUP LLC / CA	-	-	-	-1,301	-100.00%	-	Mar 31, 2024
ADVISORY SERVICES NETWORK, LLC	-	-	-	-323	-100.00%	-	Mar 31, 2024
ST GERMAIN D J CO INC	-	-	-	-165	-100.00%	-	Mar 31, 2024
WETZEL INVESTMENT ADVISORS, INC.	-	-	-	-135	-100.00%	-	Mar 31, 2024
GRADIENT INVESTMENTS LLC	-	-	-	-21	-100.00%	-	Mar 31, 2024
TORONTO DOMINION BANK	-	-	-	-19	-100.00%	-	Mar 31, 2024
GLASSMAN WEALTH SERVICES	-	-	-	-11	-100.00%	-	Mar 31, 2024
MISSOURI TRUST & INVESTMENT CO	-	-	-	-6	-100.00%	-	Mar 31, 2024

Stifel Financial's largest sold out institutional shareholder by shares sold is INTERVAL PARTNERS, LP, sold -0.12M shares, valued at -, as of undefined.

Stifel Financial Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Eaton Vance Tax-Managed Diversified Equity Income Fund	3.42%	392,489	85,468	27.84%	Jan 31, 2024
AMG FUNDS	2.62%	292,809	-	-	Jan 31, 2024
Stock Portfolio	1.90%	114,519	22,619	24.61%	Dec 31, 2023
Eaton Vance Risk-Managed Diversified Equity Income Fund	0.89%	114,894	25,337	28.29%	Dec 31, 2023
CALDWELL & ORKIN FUNDS INC	0.88%	12,000	-	-	Jan 31, 2024
Eaton Vance Enhanced Equity Income Fund	0.80%	133,897	29,013	27.66%	Dec 31, 2023
TAX MANAGED SMALL CAP PORTFOLIO	0.77%	40,686	4,732	13.16%	Jan 31, 2024
AMCAP FUND	0.50%	4,278,487	-5,589	-0.13%	Feb 29, 2024
TANAKA FUNDS INC	0.48%	10,760	-	-	Feb 29, 2024
HARTFORD HLS SERIES FUND II INC	0.46%	111,803	1,319	1.19%	Dec 31, 2023
CRM Mutual Fund Trust	0.43%	140,519	-	-	Dec 31, 2023
Nuveen Core Equity Alpha Fund	0.43%	10,006	-	-	Dec 31, 2023
AB TRUST	0.42%	400,552	-17,760	-4.25%	Feb 29, 2024
Value Line Small Cap Opportunities Fund, Inc.	0.35%	104,422	-	-	Dec 31, 2023
Vanguard Montgomery Funds	0.31%	12,679	-	-	Dec 31, 2023
Eaton Vance Tax-Managed Global Diversified Equity Income Fund	0.31%	265,761	-	-	Jan 31, 2024
SPDR S&P MIDCAP 400 ETF TRUST	0.22%	826,873	-28,998	-3.39%	Dec 29, 2023
JOHN HANCOCK INVESTMENT TRUST II	0.18%	74,359	-	-	Jan 31, 2024
Capitol Series Trust	0.17%	1,674,799	112,000	7.17%	Mar 31, 2024
MASTER LARGE CAP SERIES LLC	0.17%	152,536	-	-	Mar 31, 2022
BlackRock Advantage SMID Cap Fund, Inc.	0.15%	28,805	-	-	Dec 29, 2023
BNY MELLON MIDCAP INDEX FUND, INC.	0.15%	63,070	-6,146	-8.88%	Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS	0.14%	67,417	-	-	Dec 31, 2023
DELAWARE VIP TRUST	0.13%	432,572	-5,849	-1.33%	Dec 29, 2023
Mairs & Power Funds Trust	0.13%	500,000	-	-	Mar 31, 2022
DELAWARE GROUP EQUITY FUNDS IV	0.12%	123,700	-	-	Dec 29, 2023
NUVEEN INVESTMENT TRUST	0.09%	36,162	1,762	5.12%	Dec 31, 2023
RMB INVESTORS TRUST	0.09%	46,965	1,491	3.28%	Dec 31, 2023
ETF Managers Trust	0.08%	638,360	-	-	Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED FUND VI	0.08%	362,340	136,115	60.17%	Dec 31, 2023
JOHN HANCOCK INCOME SECURITIES TRUST	0.07%	224,000	-	-	Jan 31, 2024
JOHN HANCOCK SOVEREIGN BOND FUND	0.06%	17,489,000	-	-	Feb 29, 2024
Voya Global Advantage & Premium Opportunity Fund	0.06%	3,632	-	-	Feb 29, 2024
CALVERT IMPACT FUND INC	0.06%	628,655	1,849	0.29%	Dec 31, 2023
Fidelity Commonwealth Trust II	0.06%	371,872	17,918	5.06%	Aug 31, 2023
Federated Hermes Index Trust	0.05%	12,164	-216	-1.74%	Jan 31, 2024
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND	0.05%	10,853	-	-	Feb 29, 2024
SIT MUTUAL FUNDS INC	0.05%	17,800	-	-	Dec 29, 2023
BAIRD FUNDS INC	0.05%	56,488,000	2,571,000	4.77%	Dec 31, 2023
EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND	0.05%	322,786	-	-	Jan 31, 2024
VANGUARD ADMIRAL FUNDS	0.05%	207,509	-12,881	-5.84%	Feb 29, 2024
STATE STREET INSTITUTIONAL FUNDS	0.05%	42,522	-2,524	-5.60%	Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND III	0.04%	371,900	-	-	Dec 31, 2023
BAIRD FUNDS INC	0.04%	45,810,000	-	-	Dec 31, 2023
PRUDENTIAL JENNISON BLEND FUND, INC.	0.04%	23,217	-	-	Feb 29, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS	0.04%	16,291	-	-	Dec 31, 2023
JOHN HANCOCK BOND TRUST	0.03%	2,205,000	-	-	Feb 29, 2024
Federated Hermes MDT Series	0.03%	76,322	-	-	Jan 31, 2024
EATON VANCE SPECIAL INVESTMENT TRUST	0.03%	33,045	-	-	Jan 31, 2024
Gabelli ETFs Trust	0.03%	400	-	-	Dec 29, 2023
VANGUARD HORIZON FUNDS	0.03%	640,355	77,079	13.68%	Dec 31, 2023
Vericimetry Funds	0.03%	3,100	-	-	Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND	0.03%	109,388	-5,849	-5.08%	Jan 31, 2024
BNY MELLON FUNDS TRUST	0.03%	2,000,000	2,000,000	-	Feb 29, 2024
EATON VANCE TAX ADVANTAGED GLOBAL DIVIDEND INCOME FUND	0.03%	155,871	-	-	Jan 31, 2024
MASTER ADVANTAGE SMID CAP LLC	0.03%	3,367	-	-	Dec 31, 2020
Calvert Responsible Index Series, Inc.	0.03%	43,129	-805	-1.83%	Dec 31, 2023
AB VARIABLE PRODUCTS SERIES FUND, INC.	0.03%	116,776	109	0.09%	Mar 31, 2024
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS)	0.02%	489,681	-	-	Jan 31, 2024
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund	0.02%	42,577	-	-	Jan 31, 2024
HOTCHKIS & WILEY FUNDS /DE/	0.02%	282,700	40,800	16.87%	Dec 31, 2023
CALVERT VARIABLE SERIES INC	0.02%	45,800	9,200	25.14%	Dec 31, 2023
QUANTITATIVE MASTER SERIES LLC	0.02%	152,026	-	-	Dec 31, 2023
Nuveen S&P 500 Dynamic Overwrite Fund	0.02%	1,398	-	-	Dec 31, 2023
SMALLCAP WORLD FUND INC	0.02%	1,477,350	-	-	Dec 31, 2023
VANGUARD INDEX FUNDS	0.02%	10,201,489	1,332,872	15.03%	Dec 31, 2023
Monteagle Funds	0.02%	900	-800	-47.06%	Feb 29, 2024
GLENMEDE FUND INC	0.02%	193,334	-5,502	-2.77%	Jan 31, 2024
HARBOR FUNDS	0.02%	492,293	-37,532	-7.08%	Jan 31, 2024
DELAWARE GROUP EQUITY FUNDS V	0.02%	1,221,900	-70,500	-5.45%	Feb 29, 2024
SYNTAX ETF TRUST	0.02%	644	5	0.78%	Dec 31, 2023
THOMPSON IM FUNDS INC	0.02%	305,000	-	-	Feb 29, 2024
ALLSPRING VARIABLE TRUST	0.02%	10,035	-	-	Dec 31, 2023
WESMARK FUNDS	0.02%	58,128	-	-	Mar 31, 2024
BLACKROCK ADVANTAGE GLOBAL FUND, INC.	0.01%	4,065	-	-	Dec 31, 2023
Guggenheim Variable Funds Trust	0.01%	54,208	-	-	Dec 31, 2023
TIAA SEPARATE ACCOUNT VA 1	0.01%	2,962	-	-	Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND IV	0.01%	32,500	13,500	71.05%	Dec 31, 2023
John Hancock Exchange-Traded Fund Trust	0.01%	75,774	1,555	2.10%	Jan 31, 2024
JAMES ADVANTAGE FUNDS	0.01%	25,965	-	-	Dec 31, 2023
World Funds Trust	0.01%	6,008	-	-	Jan 31, 2024
JOHN HANCOCK INVESTMENT TRUST	0.01%	884,000	-	-	Jan 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS	0.01%	6,131	-9,365	-60.43%	Mar 31, 2024
TETON WESTWOOD FUNDS	0.01%	6,686	-3,464	-34.13%	Dec 29, 2023
OBERWEIS FUNDS	0.01%	7,550	-	-	Dec 31, 2023
Calvert Variable Products, Inc.	0.01%	22,521	-904	-3.86%	Dec 31, 2023
FRONTIER FUNDS, INC.	0.01%	4,011	-	-	Dec 31, 2023
AIM GROWTH SERIES (INVESCO GROWTH SERIES)	0.01%	320,803	-52,714	-14.11%	Dec 31, 2023
Innovator ETFs Trust	0.01%	35,195	-	-	Jan 31, 2024
FIRST TRUST VARIABLE INSURANCE TRUST	0.01%	43,006	-4,552	-9.57%	Dec 29, 2023
FIDELITY COVINGTON TRUST	0.01%	115,242	-70,509	-37.96%	Feb 29, 2024
EntrepreneurShares Series Trust	0.01%	2,151	-	-	Dec 31, 2023
FIDELITY ADVISOR SERIES VII	0.01%	66,900	18,800	39.09%	Jan 31, 2024
AMG Funds IV	0.01%	23,439	-	-	Jan 31, 2024
DIMENSIONAL INVESTMENT GROUP INC	0.01%	110,400	-	-	Jan 31, 2024
SSGA FUNDS	0.01%	2,658	-	-	Feb 29, 2024
VICTORY PORTFOLIOS	0.01%	178,311	-5,126	-2.79%	Dec 31, 2023
SCHWAB STRATEGIC TRUST	0.01%	1,055,018	26,296	2.56%	Feb 29, 2024
ADVISORS' INNER CIRCLE FUND	0.01%	72,900	-21,700	-22.94%	Jan 31, 2024
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC	0.01%	3,060	899	41.60%	Sep 30, 2020

Stifel Financial's largest mutual fund holder by % of total assets is "Eaton Vance Tax-Managed Diversified Equity Income Fund", owning 392.49K shares, compromising 3.42% of its total assets.

Stifel Financial Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 24	264	-29.60%
31 Dec, 23	375	3.31%
30 Sep, 23	363	-1.63%
30 Jun, 23	369	0.82%
31 Mar, 23	366	0.83%
31 Dec, 22	363	7.40%
30 Sep, 22	338	-3.70%
30 Jun, 22	351	-4.36%
31 Mar, 22	367	6.38%
31 Dec, 21	345	3.60%
30 Sep, 21	333	-4.86%
30 Jun, 21	350	12.54%
31 Mar, 21	311	4.71%
31 Dec, 20	297	6.83%
30 Sep, 20	278	1.46%
30 Jun, 20	274	1.11%
31 Mar, 20	271	-6.87%
31 Dec, 19	291	5.05%
30 Sep, 19	277	-3.15%
30 Jun, 19	286	4.76%
31 Mar, 19	273	2.63%
31 Dec, 18	266	-2.56%
30 Sep, 18	273	-5.86%
30 Jun, 18	290	-3.01%
31 Mar, 18	299	5.65%
31 Dec, 17	283	16.46%
30 Sep, 17	243	-5.45%
30 Jun, 17	257	-7.22%
31 Mar, 17	277	13.06%
31 Dec, 16	245	2.08%
30 Sep, 16	240	7.14%
30 Jun, 16	224	3.70%
31 Mar, 16	216	-6.49%
31 Dec, 15	231	-3.75%
30 Sep, 15	240	-0.41%
30 Jun, 15	241	1.69%
31 Mar, 15	237	4.87%
31 Dec, 14	226	6.60%
30 Sep, 14	212	0.95%
30 Jun, 14	210	-3.67%
31 Mar, 14	218	7.39%
31 Dec, 13	203	7.98%
30 Sep, 13	188	6.21%
30 Jun, 13	177	121.25%
31 Mar, 13	80	6.67%
31 Dec, 12	75	2.74%
30 Sep, 12	73	-1.35%
30 Jun, 12	74	-2.63%
31 Mar, 12	76	10.14%
31 Dec, 11	69	9.52%
30 Sep, 11	63	-14.86%
30 Jun, 11	74	-1.33%
31 Mar, 11	75	29.31%
31 Dec, 10	58	-
30 Sep, 10	58	20.83%
30 Jun, 10	48	-15.79%
31 Mar, 10	57	3.64%
31 Dec, 09	55	14.58%
30 Sep, 09	48	-4.00%
30 Jun, 09	50	11.11%
31 Mar, 09	45	-15.09%
31 Dec, 08	53	12.77%
30 Sep, 08	47	46.88%
30 Jun, 08	32	3.23%
31 Mar, 08	31	34.78%
31 Dec, 07	23	4.55%
30 Sep, 07	22	22.22%
30 Jun, 07	18	50.00%
31 Mar, 07	12	-20.00%
31 Dec, 06	15	15.38%
30 Sep, 06	13	-
30 Jun, 06	13	-13.33%
31 Mar, 06	15	36.36%
31 Dec, 05	11	22.22%
30 Sep, 05	9	50.00%
30 Jun, 05	6	-14.29%
31 Mar, 05	7	40.00%
31 Dec, 04	5	-
30 Sep, 04	5	-
30 Jun, 04	5	66.67%
31 Mar, 04	3	50.00%
31 Dec, 03	2	100.00%
30 Sep, 03	1	-50.00%
30 Jun, 03	2	-
31 Mar, 03	2	100.00%
31 Dec, 02	1	-
30 Jun, 02	1	-66.67%
31 Mar, 02	3	50.00%
31 Dec, 01	2	-
30 Sep, 01	2	-33.33%
30 Jun, 01	3	200.00%
31 Mar, 01	1	-
31 Dec, 00	1	-
30 Sep, 00	1	-66.67%
30 Jun, 00	3	200.00%
31 Mar, 00	1	-50.00%
31 Dec, 99	2	100.00%
30 Sep, 99	1	-66.67%
30 Jun, 99	3	-40.00%
31 Mar, 99	5	-

As of 31 Mar 24, 264 institutions are holding Stifel Financial's shares, representing a decrease of -29.60% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 24	45,852,090	-45.51%
31 Dec, 23	84,152,861	-1.43%
30 Sep, 23	85,375,264	0.30%
30 Jun, 23	85,115,720	-1.39%
31 Mar, 23	86,314,176	-2.25%
31 Dec, 22	88,297,782	-1.03%
30 Sep, 22	89,220,982	-0.87%
30 Jun, 22	90,002,572	1.30%
31 Mar, 22	88,845,055	1.79%
31 Dec, 21	87,281,251	-1.60%
30 Sep, 21	88,701,028	0.98%
30 Jun, 21	87,837,138	-2.61%
31 Mar, 21	90,195,045	-1.23%
31 Dec, 20	91,319,768	58.14%
30 Sep, 20	57,746,486	1.28%
30 Jun, 20	57,017,715	2.88%
31 Mar, 20	55,424,108	-3.18%
31 Dec, 19	57,247,206	-1.00%
30 Sep, 19	57,827,291	-12.45%
30 Jun, 19	66,047,536	7.91%
31 Mar, 19	61,207,404	-0.17%
31 Dec, 18	61,312,151	-1.04%
30 Sep, 18	61,958,795	1.05%
30 Jun, 18	61,315,842	-0.67%
31 Mar, 18	61,731,000	-0.06%
31 Dec, 17	61,769,273	1.02%
30 Sep, 17	61,146,802	2.16%
30 Jun, 17	59,851,847	0.14%
31 Mar, 17	59,768,905	1.60%
31 Dec, 16	58,826,074	4.79%
30 Sep, 16	56,137,496	-1.49%
30 Jun, 16	56,985,112	-1.02%
31 Mar, 16	57,569,471	3.44%
31 Dec, 15	55,653,121	-7.03%
30 Sep, 15	59,859,464	3.08%
30 Jun, 15	58,069,481	0.57%
31 Mar, 15	57,737,815	1.83%
31 Dec, 14	56,699,723	-1.78%
30 Sep, 14	57,725,374	0.38%
30 Jun, 14	57,507,714	-0.04%
31 Mar, 14	57,528,064	2.73%
31 Dec, 13	56,000,849	-0.02%
30 Sep, 13	56,013,953	2.67%
30 Jun, 13	54,556,827	148.02%
31 Mar, 13	21,996,945	-11.61%
31 Dec, 12	24,885,126	26.50%
30 Sep, 12	19,671,382	-15.02%
30 Jun, 12	23,148,131	12.41%
31 Mar, 12	20,592,460	4.93%
31 Dec, 11	19,625,791	23.01%
30 Sep, 11	15,954,173	-30.54%
30 Jun, 11	22,968,425	63.55%
31 Mar, 11	14,043,948	13.95%
31 Dec, 10	12,325,071	22.40%
30 Sep, 10	10,069,724	-4.46%
30 Jun, 10	10,540,158	-10.64%
31 Mar, 10	11,795,599	20.03%
31 Dec, 09	9,827,335	35.44%
30 Sep, 09	7,256,106	20.68%
30 Jun, 09	6,012,791	0.42%
31 Mar, 09	5,987,937	-20.12%
31 Dec, 08	7,496,574	43.33%
30 Sep, 08	5,230,317	39.48%
30 Jun, 08	3,749,737	112.18%
31 Mar, 08	1,767,248	-17.27%
31 Dec, 07	2,136,255	-1.58%
30 Sep, 07	2,170,496	20.49%
30 Jun, 07	1,801,426	303.09%
31 Mar, 07	446,904	-52.96%
31 Dec, 06	950,101	-14.26%
30 Sep, 06	1,108,135	35.94%
30 Jun, 06	815,182	3.50%
31 Mar, 06	787,598	2.31%
31 Dec, 05	769,799	6.83%
30 Sep, 05	720,603	1030.32%
30 Jun, 05	63,752	-86.39%
31 Mar, 05	468,374	4.00%
31 Dec, 04	450,380	-5.62%
30 Sep, 04	477,211	33.98%
30 Jun, 04	356,187	1431.33%
31 Mar, 04	23,260	1086.13%
31 Dec, 03	1,961	723.95%
30 Sep, 03	238	-99.93%
30 Jun, 03	337,038	-0.05%
31 Mar, 03	337,200	-0.47%
31 Dec, 02	338,800	-
30 Jun, 02	697	-99.80%
31 Mar, 02	349,183	16.78%
31 Dec, 01	299,000	-7.63%
30 Sep, 01	323,700	-0.69%
30 Jun, 01	325,945	12.43%
31 Mar, 01	289,900	5.80%
31 Dec, 00	274,000	-10.78%
30 Sep, 00	307,100	12.14%
30 Jun, 00	273,856	1352.35%
31 Mar, 00	18,856	-91.48%
31 Dec, 99	221,256	195.38%
30 Sep, 99	74,905	-48.31%
30 Jun, 99	144,901	-55.88%
31 Mar, 99	328,429	-

Stifel Financial (SF) has 45.85M shares outstanding as of 31 Mar 24, down -45.51% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 24	42.99%	0.75%
31 Dec, 23	75.59%	1.21%
30 Sep, 23	79.09%	1.29%
30 Jun, 23	78.26%	1.24%
31 Mar, 23	79.37%	1.21%
31 Dec, 22	81.12%	1.21%
30 Sep, 22	82.03%	1.20%
30 Jun, 22	82.51%	1.25%
31 Mar, 22	81.36%	1.23%
31 Dec, 21	81.43%	1.19%
30 Sep, 21	82.61%	1.25%
30 Jun, 21	81.45%	1.16%
31 Mar, 21	83.71%	1.13%
31 Dec, 20	86.01%	2.89%
30 Sep, 20	54.51%	1.88%
30 Jun, 20	53.90%	2.01%
31 Mar, 20	51.83%	1.77%
31 Dec, 19	54.16%	1.85%
30 Sep, 19	54.15%	1.47%
30 Jun, 19	60.72%	1.87%
31 Mar, 19	56.91%	1.76%
31 Dec, 18	56.94%	1.73%
30 Sep, 18	57.43%	1.77%
30 Jun, 18	57.02%	1.75%
31 Mar, 18	57.16%	1.58%
31 Dec, 17	60.06%	1.70%
30 Sep, 17	59.49%	1.76%
30 Jun, 17	58.20%	1.71%
31 Mar, 17	58.27%	1.69%
31 Dec, 16	58.65%	1.85%
30 Sep, 16	56.29%	1.74%
30 Jun, 16	56.88%	1.76%
31 Mar, 16	56.79%	1.94%
31 Dec, 15	54.13%	1.65%
30 Sep, 15	57.31%	1.79%
30 Jun, 15	56.62%	1.77%
31 Mar, 15	56.60%	1.75%
31 Dec, 14	56.87%	1.71%
30 Sep, 14	57.70%	1.73%
30 Jun, 14	57.82%	1.71%
31 Mar, 14	58.08%	1.68%
31 Dec, 13	58.73%	1.76%
30 Sep, 13	57.71%	1.82%
30 Jun, 13	56.39%	9.46%
31 Mar, 13	24.42%	2.55%
31 Dec, 12	30.97%	5.17%
30 Sep, 12	24.47%	2.95%
30 Jun, 12	28.81%	4.33%
31 Mar, 12	25.78%	4.14%
31 Dec, 11	24.96%	6.05%
30 Sep, 11	20.31%	2.43%
30 Jun, 11	28.93%	9.11%
31 Mar, 11	17.82%	6.27%
31 Dec, 10	16.86%	9.81%
30 Sep, 10	13.11%	5.68%
30 Jun, 10	15.19%	5.22%
31 Mar, 10	17.07%	7.16%
31 Dec, 09	15.44%	12.23%
30 Sep, 09	11.23%	11.86%
30 Jun, 09	9.73%	9.85%
31 Mar, 09	9.94%	5.19%
31 Dec, 08	13.84%	14.55%
30 Sep, 08	9.75%	19.31%
30 Jun, 08	7.11%	62.41%
31 Mar, 08	3.37%	17.72%
31 Dec, 07	4.36%	23.52%
30 Sep, 07	4.31%	33.34%
30 Jun, 07	3.59%	352.15%
31 Mar, 07	1.01%	16.90%
31 Dec, 06	2.45%	30.42%
30 Sep, 06	2.83%	66.85%
30 Jun, 06	2.06%	47.89%
31 Mar, 06	2.07%	38.45%
31 Dec, 05	2.32%	48.60%
30 Sep, 05	2.19%	5788.83%
30 Jun, 05	0.19%	9.75%
31 Mar, 05	1.41%	74.37%
31 Dec, 04	1.38%	64.97%
30 Sep, 04	1.46%	125.71%
30 Jun, 04	1.08%	20936.26%
31 Mar, 04	0.07%	180614.29%
31 Dec, 03	0.01%	1033712.50%
30 Sep, 03	0.00%	0.06%
30 Jun, 03	1.08%	100.30%
31 Mar, 03	1.04%	88.48%
31 Dec, 02	1.08%	-
30 Jun, 02	0.00%	0.19%
31 Mar, 02	1.07%	125.29%
31 Dec, 01	0.93%	92.08%
30 Sep, 01	1.00%	98.40%
30 Jun, 01	1.01%	124.50%
31 Mar, 01	0.90%	119.86%
31 Dec, 00	0.87%	92.50%
30 Sep, 00	0.97%	128.62%
30 Jun, 00	0.87%	23781.62%
31 Mar, 00	0.06%	11.11%
31 Dec, 99	0.74%	1076.88%
30 Sep, 99	0.26%	112.09%
30 Jun, 99	0.48%	43.44%
31 Mar, 99	1.05%	-

As of 31 Mar 24, Stifel Financial is held by 42.99% institutional shareholders, representing a 0.75% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 24	133	-13.64%
31 Dec, 23	154	-10.98%
30 Sep, 23	173	10.90%
30 Jun, 23	156	-18.75%
31 Mar, 23	192	9.09%
31 Dec, 22	176	17.33%
30 Sep, 22	150	-12.28%
30 Jun, 22	171	-6.04%
31 Mar, 22	182	2.25%
31 Dec, 21	178	32.84%
30 Sep, 21	134	-3.60%
30 Jun, 21	139	3.73%
31 Mar, 21	134	-50.00%
31 Dec, 20	268	112.70%
30 Sep, 20	126	-10.00%
30 Jun, 20	140	-4.11%
31 Mar, 20	146	23.73%
31 Dec, 19	118	2.61%
30 Sep, 19	115	-19.01%
30 Jun, 19	142	2.90%
31 Mar, 19	138	20.00%
31 Dec, 18	115	-4.17%
30 Sep, 18	120	-4.76%
30 Jun, 18	126	-15.44%
31 Mar, 18	149	2.76%
31 Dec, 17	145	47.96%
30 Sep, 17	98	-22.22%
30 Jun, 17	126	-11.89%
31 Mar, 17	143	22.22%
31 Dec, 16	117	8.33%
30 Sep, 16	108	-
30 Jun, 16	108	-12.20%
31 Mar, 16	123	8.85%
31 Dec, 15	113	-6.61%
30 Sep, 15	121	-2.42%
30 Jun, 15	124	4.20%
31 Mar, 15	119	17.82%
31 Dec, 14	101	13.48%
30 Sep, 14	89	-10.10%
30 Jun, 14	99	2.06%
31 Mar, 14	97	10.23%
31 Dec, 13	88	-7.37%
30 Sep, 13	95	-34.93%
30 Jun, 13	146	165.45%
31 Mar, 13	55	37.50%
31 Dec, 12	40	2.56%
30 Sep, 12	39	-9.30%
30 Jun, 12	43	-4.44%
31 Mar, 12	45	12.50%
31 Dec, 11	40	42.86%
30 Sep, 11	28	-60.00%
30 Jun, 11	70	45.83%
31 Mar, 11	48	54.84%
31 Dec, 10	31	3.33%
30 Sep, 10	30	7.14%
30 Jun, 10	28	-6.67%
31 Mar, 10	30	-11.76%
31 Dec, 09	34	6.25%
30 Sep, 09	32	18.52%
30 Jun, 09	27	-12.90%
31 Mar, 09	31	-3.13%
31 Dec, 08	32	-8.57%
30 Sep, 08	35	16.67%
30 Jun, 08	30	50.00%
31 Mar, 08	20	53.85%
31 Dec, 07	13	-7.14%
30 Sep, 07	14	-12.50%
30 Jun, 07	16	45.45%
31 Mar, 07	11	37.50%
31 Dec, 06	8	14.29%
30 Sep, 06	7	-22.22%
30 Jun, 06	9	-18.18%
31 Mar, 06	11	22.22%
31 Dec, 05	9	28.57%
30 Sep, 05	7	133.33%
30 Jun, 05	3	50.00%
31 Mar, 05	2	-33.33%
31 Dec, 04	3	-40.00%
30 Sep, 04	5	-
30 Jun, 04	5	150.00%
31 Mar, 04	2	100.00%
31 Dec, 03	1	-
30 Sep, 03	-	-100.00%
30 Jun, 03	1	-
31 Mar, 03	1	-
31 Dec, 02	1	-
30 Jun, 02	1	-50.00%
31 Mar, 02	2	-
31 Dec, 01	-	-100.00%
30 Sep, 01	1	-66.67%
30 Jun, 01	3	200.00%
31 Mar, 01	1	-
31 Dec, 00	-	-100.00%
30 Sep, 00	1	-50.00%
30 Jun, 00	2	100.00%
31 Mar, 00	1	-50.00%
31 Dec, 99	2	-
30 Sep, 99	-	-
30 Jun, 99	-	-100.00%
31 Mar, 99	5	-

133 institutional shareholders have increased their position in SF stock as of 31 Mar 24 compared to 154 in the previous quarter (a -13.64% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 24	79	-52.41%
31 Dec, 23	166	31.75%
30 Sep, 23	126	-13.10%
30 Jun, 23	145	16.94%
31 Mar, 23	124	-4.62%
31 Dec, 22	130	-2.26%
30 Sep, 22	133	2.31%
30 Jun, 22	130	6.56%
31 Mar, 22	122	2.52%
31 Dec, 21	119	-8.46%
30 Sep, 21	130	-13.33%
30 Jun, 21	150	11.94%
31 Mar, 21	134	482.61%
31 Dec, 20	23	-77.23%
30 Sep, 20	101	7.45%
30 Jun, 20	94	10.59%
31 Mar, 20	85	-27.97%
31 Dec, 19	118	12.38%
30 Sep, 19	105	14.13%
30 Jun, 19	92	4.55%
31 Mar, 19	88	-9.28%
31 Dec, 18	97	-7.62%
30 Sep, 18	105	6.06%
30 Jun, 18	99	-
31 Mar, 18	99	3.13%
31 Dec, 17	96	4.35%
30 Sep, 17	92	10.84%
30 Jun, 17	83	10.67%
31 Mar, 17	75	-3.85%
31 Dec, 16	78	-8.24%
30 Sep, 16	85	11.84%
30 Jun, 16	76	40.74%
31 Mar, 16	54	-31.65%
31 Dec, 15	79	6.76%
30 Sep, 15	74	5.71%
30 Jun, 15	70	-12.50%
31 Mar, 15	80	-4.76%
31 Dec, 14	84	7.69%
30 Sep, 14	78	6.85%
30 Jun, 14	73	-17.98%
31 Mar, 14	89	5.95%
31 Dec, 13	84	21.74%
30 Sep, 13	69	213.64%
30 Jun, 13	22	37.50%
31 Mar, 13	16	-33.33%
31 Dec, 12	24	14.29%
30 Sep, 12	21	-8.70%
30 Jun, 12	23	21.05%
31 Mar, 12	19	5.56%
31 Dec, 11	18	-21.74%
30 Sep, 11	23	666.67%
30 Jun, 11	3	-86.96%
31 Mar, 11	23	43.75%
31 Dec, 10	16	-11.11%
30 Sep, 10	18	20.00%
30 Jun, 10	15	-6.25%
31 Mar, 10	16	33.33%
31 Dec, 09	12	33.33%
30 Sep, 09	9	-47.06%
30 Jun, 09	17	70.00%
31 Mar, 09	10	-41.18%
31 Dec, 08	17	183.33%
30 Sep, 08	6	500.00%
30 Jun, 08	1	-80.00%
31 Mar, 08	5	-
31 Dec, 07	5	-16.67%
30 Sep, 07	6	500.00%
30 Jun, 07	1	-
31 Mar, 07	-	-100.00%
31 Dec, 06	5	25.00%
30 Sep, 06	4	-
30 Jun, 06	4	33.33%
31 Mar, 06	3	50.00%
31 Dec, 05	2	100.00%
30 Sep, 05	1	-50.00%
30 Jun, 05	2	-33.33%
31 Mar, 05	3	-
31 Dec, 04	-	-
30 Sep, 04	-	-
30 Jun, 04	-	-
31 Mar, 04	-	-
31 Dec, 03	-	-
30 Sep, 03	-	-
30 Jun, 03	-	-100.00%
31 Mar, 03	1	-
31 Dec, 02	-	-
30 Jun, 02	-	-
31 Mar, 02	-	-100.00%
31 Dec, 01	1	-
30 Sep, 01	1	-
30 Jun, 01	-	-
31 Mar, 01	-	-100.00%
31 Dec, 00	1	-
30 Sep, 00	-	-
30 Jun, 00	-	-
31 Mar, 00	-	-
31 Dec, 99	-	-100.00%
30 Sep, 99	1	-66.67%
30 Jun, 99	3	-
31 Mar, 99	-	-

79 institutional shareholders have reduced their position in SF stock as of 31 Mar 24 compared to 166 in the previous quarter (a -52.41% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 24	264	-29.60%	45,852,090	-45.51%	42.99%	0.75%	133	-13.64%	79	-52.41%
31 Dec, 23	375	3.31%	84,152,861	-1.43%	75.59%	1.21%	154	-10.98%	166	31.75%
30 Sep, 23	363	-1.63%	85,375,264	0.30%	79.09%	1.29%	173	10.90%	126	-13.10%
30 Jun, 23	369	0.82%	85,115,720	-1.39%	78.26%	1.24%	156	-18.75%	145	16.94%
31 Mar, 23	366	0.83%	86,314,176	-2.25%	79.37%	1.21%	192	9.09%	124	-4.62%
31 Dec, 22	363	7.40%	88,297,782	-1.03%	81.12%	1.21%	176	17.33%	130	-2.26%
30 Sep, 22	338	-3.70%	89,220,982	-0.87%	82.03%	1.20%	150	-12.28%	133	2.31%
30 Jun, 22	351	-4.36%	90,002,572	1.30%	82.51%	1.25%	171	-6.04%	130	6.56%
31 Mar, 22	367	6.38%	88,845,055	1.79%	81.36%	1.23%	182	2.25%	122	2.52%
31 Dec, 21	345	3.60%	87,281,251	-1.60%	81.43%	1.19%	178	32.84%	119	-8.46%
30 Sep, 21	333	-4.86%	88,701,028	0.98%	82.61%	1.25%	134	-3.60%	130	-13.33%
30 Jun, 21	350	12.54%	87,837,138	-2.61%	81.45%	1.16%	139	3.73%	150	11.94%
31 Mar, 21	311	4.71%	90,195,045	-1.23%	83.71%	1.13%	134	-50.00%	134	482.61%
31 Dec, 20	297	6.83%	91,319,768	58.14%	86.01%	2.89%	268	112.70%	23	-77.23%
30 Sep, 20	278	1.46%	57,746,486	1.28%	54.51%	1.88%	126	-10.00%	101	7.45%
30 Jun, 20	274	1.11%	57,017,715	2.88%	53.90%	2.01%	140	-4.11%	94	10.59%
31 Mar, 20	271	-6.87%	55,424,108	-3.18%	51.83%	1.77%	146	23.73%	85	-27.97%
31 Dec, 19	291	5.05%	57,247,206	-1.00%	54.16%	1.85%	118	2.61%	118	12.38%
30 Sep, 19	277	-3.15%	57,827,291	-12.45%	54.15%	1.47%	115	-19.01%	105	14.13%
30 Jun, 19	286	4.76%	66,047,536	7.91%	60.72%	1.87%	142	2.90%	92	4.55%
31 Mar, 19	273	2.63%	61,207,404	-0.17%	56.91%	1.76%	138	20.00%	88	-9.28%
31 Dec, 18	266	-2.56%	61,312,151	-1.04%	56.94%	1.73%	115	-4.17%	97	-7.62%
30 Sep, 18	273	-5.86%	61,958,795	1.05%	57.43%	1.77%	120	-4.76%	105	6.06%
30 Jun, 18	290	-3.01%	61,315,842	-0.67%	57.02%	1.75%	126	-15.44%	99	-
31 Mar, 18	299	5.65%	61,731,000	-0.06%	57.16%	1.58%	149	2.76%	99	3.13%
31 Dec, 17	283	16.46%	61,769,273	1.02%	60.06%	1.70%	145	47.96%	96	4.35%
30 Sep, 17	243	-5.45%	61,146,802	2.16%	59.49%	1.76%	98	-22.22%	92	10.84%
30 Jun, 17	257	-7.22%	59,851,847	0.14%	58.20%	1.71%	126	-11.89%	83	10.67%
31 Mar, 17	277	13.06%	59,768,905	1.60%	58.27%	1.69%	143	22.22%	75	-3.85%
31 Dec, 16	245	2.08%	58,826,074	4.79%	58.65%	1.85%	117	8.33%	78	-8.24%
30 Sep, 16	240	7.14%	56,137,496	-1.49%	56.29%	1.74%	108	-	85	11.84%
30 Jun, 16	224	3.70%	56,985,112	-1.02%	56.88%	1.76%	108	-12.20%	76	40.74%
31 Mar, 16	216	-6.49%	57,569,471	3.44%	56.79%	1.94%	123	8.85%	54	-31.65%
31 Dec, 15	231	-3.75%	55,653,121	-7.03%	54.13%	1.65%	113	-6.61%	79	6.76%
30 Sep, 15	240	-0.41%	59,859,464	3.08%	57.31%	1.79%	121	-2.42%	74	5.71%
30 Jun, 15	241	1.69%	58,069,481	0.57%	56.62%	1.77%	124	4.20%	70	-12.50%
31 Mar, 15	237	4.87%	57,737,815	1.83%	56.60%	1.75%	119	17.82%	80	-4.76%
31 Dec, 14	226	6.60%	56,699,723	-1.78%	56.87%	1.71%	101	13.48%	84	7.69%
30 Sep, 14	212	0.95%	57,725,374	0.38%	57.70%	1.73%	89	-10.10%	78	6.85%
30 Jun, 14	210	-3.67%	57,507,714	-0.04%	57.82%	1.71%	99	2.06%	73	-17.98%
31 Mar, 14	218	7.39%	57,528,064	2.73%	58.08%	1.68%	97	10.23%	89	5.95%
31 Dec, 13	203	7.98%	56,000,849	-0.02%	58.73%	1.76%	88	-7.37%	84	21.74%
30 Sep, 13	188	6.21%	56,013,953	2.67%	57.71%	1.82%	95	-34.93%	69	213.64%
30 Jun, 13	177	121.25%	54,556,827	148.02%	56.39%	9.46%	146	165.45%	22	37.50%
31 Mar, 13	80	6.67%	21,996,945	-11.61%	24.42%	2.55%	55	37.50%	16	-33.33%
31 Dec, 12	75	2.74%	24,885,126	26.50%	30.97%	5.17%	40	2.56%	24	14.29%
30 Sep, 12	73	-1.35%	19,671,382	-15.02%	24.47%	2.95%	39	-9.30%	21	-8.70%
30 Jun, 12	74	-2.63%	23,148,131	12.41%	28.81%	4.33%	43	-4.44%	23	21.05%
31 Mar, 12	76	10.14%	20,592,460	4.93%	25.78%	4.14%	45	12.50%	19	5.56%
31 Dec, 11	69	9.52%	19,625,791	23.01%	24.96%	6.05%	40	42.86%	18	-21.74%
30 Sep, 11	63	-14.86%	15,954,173	-30.54%	20.31%	2.43%	28	-60.00%	23	666.67%
30 Jun, 11	74	-1.33%	22,968,425	63.55%	28.93%	9.11%	70	45.83%	3	-86.96%
31 Mar, 11	75	29.31%	14,043,948	13.95%	17.82%	6.27%	48	54.84%	23	43.75%
31 Dec, 10	58	-	12,325,071	22.40%	16.86%	9.81%	31	3.33%	16	-11.11%
30 Sep, 10	58	20.83%	10,069,724	-4.46%	13.11%	5.68%	30	7.14%	18	20.00%
30 Jun, 10	48	-15.79%	10,540,158	-10.64%	15.19%	5.22%	28	-6.67%	15	-6.25%
31 Mar, 10	57	3.64%	11,795,599	20.03%	17.07%	7.16%	30	-11.76%	16	33.33%
31 Dec, 09	55	14.58%	9,827,335	35.44%	15.44%	12.23%	34	6.25%	12	33.33%
30 Sep, 09	48	-4.00%	7,256,106	20.68%	11.23%	11.86%	32	18.52%	9	-47.06%
30 Jun, 09	50	11.11%	6,012,791	0.42%	9.73%	9.85%	27	-12.90%	17	70.00%
31 Mar, 09	45	-15.09%	5,987,937	-20.12%	9.94%	5.19%	31	-3.13%	10	-41.18%
31 Dec, 08	53	12.77%	7,496,574	43.33%	13.84%	14.55%	32	-8.57%	17	183.33%
30 Sep, 08	47	46.88%	5,230,317	39.48%	9.75%	19.31%	35	16.67%	6	500.00%
30 Jun, 08	32	3.23%	3,749,737	112.18%	7.11%	62.41%	30	50.00%	1	-80.00%
31 Mar, 08	31	34.78%	1,767,248	-17.27%	3.37%	17.72%	20	53.85%	5	-
31 Dec, 07	23	4.55%	2,136,255	-1.58%	4.36%	23.52%	13	-7.14%	5	-16.67%
30 Sep, 07	22	22.22%	2,170,496	20.49%	4.31%	33.34%	14	-12.50%	6	500.00%
30 Jun, 07	18	50.00%	1,801,426	303.09%	3.59%	352.15%	16	45.45%	1	-
31 Mar, 07	12	-20.00%	446,904	-52.96%	1.01%	16.90%	11	37.50%	-	-100.00%
31 Dec, 06	15	15.38%	950,101	-14.26%	2.45%	30.42%	8	14.29%	5	25.00%
30 Sep, 06	13	-	1,108,135	35.94%	2.83%	66.85%	7	-22.22%	4	-
30 Jun, 06	13	-13.33%	815,182	3.50%	2.06%	47.89%	9	-18.18%	4	33.33%
31 Mar, 06	15	36.36%	787,598	2.31%	2.07%	38.45%	11	22.22%	3	50.00%
31 Dec, 05	11	22.22%	769,799	6.83%	2.32%	48.60%	9	28.57%	2	100.00%
30 Sep, 05	9	50.00%	720,603	1030.32%	2.19%	5788.83%	7	133.33%	1	-50.00%
30 Jun, 05	6	-14.29%	63,752	-86.39%	0.19%	9.75%	3	50.00%	2	-33.33%
31 Mar, 05	7	40.00%	468,374	4.00%	1.41%	74.37%	2	-33.33%	3	-
31 Dec, 04	5	-	450,380	-5.62%	1.38%	64.97%	3	-40.00%	-	-
30 Sep, 04	5	-	477,211	33.98%	1.46%	125.71%	5	-	-	-
30 Jun, 04	5	66.67%	356,187	1431.33%	1.08%	20936.26%	5	150.00%	-	-
31 Mar, 04	3	50.00%	23,260	1086.13%	0.07%	180614.29%	2	100.00%	-	-
31 Dec, 03	2	100.00%	1,961	723.95%	0.01%	1033712.50%	1	-	-	-
30 Sep, 03	1	-50.00%	238	-99.93%	0.00%	0.06%	-	-100.00%	-	-
30 Jun, 03	2	-	337,038	-0.05%	1.08%	100.30%	1	-	-	-100.00%
31 Mar, 03	2	100.00%	337,200	-0.47%	1.04%	88.48%	1	-	1	-
31 Dec, 02	1	-	338,800	-	1.08%	-	1	-	-	-
30 Jun, 02	1	-66.67%	697	-99.80%	0.00%	0.19%	1	-50.00%	-	-
31 Mar, 02	3	50.00%	349,183	16.78%	1.07%	125.29%	2	-	-	-100.00%
31 Dec, 01	2	-	299,000	-7.63%	0.93%	92.08%	-	-100.00%	1	-
30 Sep, 01	2	-33.33%	323,700	-0.69%	1.00%	98.40%	1	-66.67%	1	-
30 Jun, 01	3	200.00%	325,945	12.43%	1.01%	124.50%	3	200.00%	-	-
31 Mar, 01	1	-	289,900	5.80%	0.90%	119.86%	1	-	-	-100.00%
31 Dec, 00	1	-	274,000	-10.78%	0.87%	92.50%	-	-100.00%	1	-
30 Sep, 00	1	-66.67%	307,100	12.14%	0.97%	128.62%	1	-50.00%	-	-
30 Jun, 00	3	200.00%	273,856	1352.35%	0.87%	23781.62%	2	100.00%	-	-
31 Mar, 00	1	-50.00%	18,856	-91.48%	0.06%	11.11%	1	-50.00%	-	-
31 Dec, 99	2	100.00%	221,256	195.38%	0.74%	1076.88%	2	-	-	-100.00%
30 Sep, 99	1	-66.67%	74,905	-48.31%	0.26%	112.09%	-	-	1	-66.67%
30 Jun, 99	3	-40.00%	144,901	-55.88%	0.48%	43.44%	-	-100.00%	3	-
31 Mar, 99	5	-	328,429	-	1.05%	-	5	-	-	-

Stifel Financial Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 03, 2024	PEACOCK DAVID A	director	-	S-Sale	Sell	13,000	$79.90	$1.04M	18,646
Mar 15, 2024	SLINEY DAVID D	officer	Chief Operating Officer	S-Sale	Sell	17,000	$74.83	$1.27M	189,714
Mar 15, 2024	SLINEY DAVID D	officer	Chief Operating Officer	S-Sale	Sell	3,795	$74.01	$280.87K	184,619
Mar 12, 2024	Michaud Thomas B.	officer	Senior Vice President	S-Sale	Sell	25,421	$74.26	$1.89M	90,055

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 03, 2024	PEACOCK DAVID A	director	-	S-Sale	Sell	13,000	$79.90	$1.04M	18,646
Mar 15, 2024	SLINEY DAVID D	officer	Chief Operating Officer	S-Sale	Sell	17,000	$74.83	$1.27M	189,714
Mar 15, 2024	SLINEY DAVID D	officer	Chief Operating Officer	G-Gift	Sell	1,300	-	-	188,414
Mar 15, 2024	SLINEY DAVID D	officer	Chief Operating Officer	S-Sale	Sell	3,795	$74.01	$280.87K	184,619
Mar 12, 2024	KRUSZEWSKI RONALD J	director, officer	Chief Executive Officer	D-Return	Sell	100,000	$75.41	$7.54M	1,345,416
Mar 12, 2024	REICHERT CHRISTOPHER K	officer	CEO of Stifel Bank & Trust	D-Return	Sell	10,000	$75.41	$754.10K	40,588
Mar 12, 2024	Michaud Thomas B.	officer	Senior Vice President	S-Sale	Sell	25,421	$74.26	$1.89M	90,055
Mar 12, 2024	ZEMLYAK JAMES M	officer	Co-President	D-Return	Sell	50,000	$75.41	$3.77M	1,229,845
Mar 12, 2024	Nesi Victor	officer	Co-President	D-Return	Sell	25,000	$75.41	$1.89M	168,653
Mar 05, 2024	SLINEY DAVID D	officer	Chief Operating Officer	F-InKind	Sell	5,878	$75.00	$440.85K	206,714

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 03, 2024	PEACOCK DAVID A	director	-	S-Sale	Sell	13,000	$79.90	$1.04M	18,646
Apr 12, 2024	ZEMLYAK JAMES M	officer	Co-President	G-Gift	Buy	409	-	-	409
Mar 15, 2024	SLINEY DAVID D	officer	Chief Operating Officer	S-Sale	Sell	17,000	$74.83	$1.27M	189,714
Mar 15, 2024	SLINEY DAVID D	officer	Chief Operating Officer	G-Gift	Sell	1,300	-	-	188,414
Mar 15, 2024	SLINEY DAVID D	officer	Chief Operating Officer	S-Sale	Sell	3,795	$74.01	$280.87K	184,619
Mar 12, 2024	KRUSZEWSKI RONALD J	director, officer	Chief Executive Officer	D-Return	Sell	100,000	$75.41	$7.54M	1,345,416
Mar 12, 2024	KRUSZEWSKI RONALD J	director, officer	Chief Executive Officer	A-Award	Buy	60,267	-	-	183,571
Mar 12, 2024	REICHERT CHRISTOPHER K	officer	CEO of Stifel Bank & Trust	D-Return	Sell	10,000	$75.41	$754.10K	40,588
Mar 12, 2024	REICHERT CHRISTOPHER K	officer	CEO of Stifel Bank & Trust	A-Award	Buy	6,933	-	-	22,226
Mar 12, 2024	Fisher Mark P	officer	Senior VP & General Counsel	A-Award	Buy	9,067	-	-	31,798
Mar 12, 2024	SLINEY DAVID D	officer	Chief Operating Officer	A-Award	Buy	8,533	-	-	33,268
Mar 12, 2024	Michaud Thomas B.	officer	Senior Vice President	S-Sale	Sell	25,421	$74.26	$1.89M	90,055
Mar 12, 2024	Michaud Thomas B.	officer	Senior Vice President	A-Award	Buy	9,000	-	-	44,408
Mar 12, 2024	Marischen James M	officer	Chief Financial Officer	A-Award	Buy	9,067	-	-	33,538
Mar 12, 2024	ZEMLYAK JAMES M	officer	Co-President	D-Return	Sell	50,000	$75.41	$3.77M	1,229,845
Mar 12, 2024	ZEMLYAK JAMES M	officer	Co-President	A-Award	Buy	26,000	-	-	86,736
Mar 12, 2024	Nesi Victor	officer	Co-President	D-Return	Sell	25,000	$75.41	$1.89M	168,653
Mar 12, 2024	Nesi Victor	officer	Co-President	A-Award	Buy	25,067	-	-	92,283
Mar 05, 2024	SLINEY DAVID D	officer	Chief Operating Officer	M-Exempt	Buy	7,809	-	-	212,592
Mar 05, 2024	SLINEY DAVID D	officer	Chief Operating Officer	F-InKind	Sell	5,878	$75.00	$440.85K	206,714

The last insider sell of Stifel Financial's stock was made by PEACOCK DAVID A on May 03 2024, selling 13,000 shares at $79.90 per share (valued at $1.04M).

Stifel Financial Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	1	1	100.00%
Q1 2024	37	47	78.72%
Q4 2023	-	3	-
Q3 2023	-	2	-
Q2 2023	20	15	133.33%
Q1 2023	42	42	100.00%
Q4 2022	-	-	-
Q3 2022	2	3	66.67%
Q2 2022	29	7	414.29%
Q1 2022	43	41	104.88%
Q4 2021	11	8	137.50%
Q3 2021	-	1	-
Q2 2021	9	11	81.82%
Q1 2021	37	55	67.27%
Q4 2020	4	12	33.33%
Q3 2020	-	4	-
Q2 2020	19	14	135.71%
Q1 2020	50	69	72.46%
Q4 2019	-	8	-
Q3 2019	-	9	-

1 total buy trades, and 1 total sell trades (buy/sell ratio of 1.00%) were made by Stifel Financial's insiders, as of Q2 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	-	1	-
Q1 2024	-	4	-
Q4 2023	-	1	-
Q3 2023	-	2	-
Q2 2023	-	3	-
Q1 2023	5	-	-
Q4 2022	-	-	-
Q3 2022	-	-	-
Q2 2022	1	-	-
Q1 2022	-	1	-
Q4 2021	-	1	-
Q3 2021	-	1	-
Q2 2021	-	2	-
Q1 2021	-	14	-
Q4 2020	-	3	-
Q3 2020	-	4	-
Q2 2020	-	4	-
Q1 2020	3	6	50.00%
Q4 2019	-	8	-
Q3 2019	-	7	-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Stifel Financial's stocks.

Stifel Financial Peer Ownership

Ticker	Company
EVR	Evercore Inc.
RJF	Raymond James Financial, Inc.
HLI	Houlihan Lokey, Inc.
SIGI	Selective Insurance Group, Inc.
RGA	Reinsurance Group of America, Incorporated

SF Ownership FAQ

Who Owns Stifel Financial?

Stifel Financial is owned by institutional shareholders (42.99%), insiders (3.21%), and public (53.81%). The largest institutional shareholder of Stifel Financial is VANGUARD GROUP INC (9.81% of total shares) and the top mutual fund owner is Eaton Vance Tax-Managed Diversified Equity Income Fund (3.42% of total shares).

Who are the major institutional shareholders of Stifel Financial?

Stifel Financial's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., CAPITAL RESEARCH GLOBAL INVESTORS, STATE STREET CORP, and FMR LLC. The top five shareholders own together 29.72% of the company's share outstanding.

How many Stifel Financial shareholders are there?

As of Mar 2024, there are 264 institutional shareholders of Stifel Financial.

What percentage of Stifel Financial is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC owns 10.46M shares of Stifel Financial, representing 9.81% of the company's total shares outstanding, valued at $817.79M (as of Mar 2024).

What percentage of Stifel Financial is owned by BLACKROCK INC?

As of Mar 2024, BLACKROCK INC holds 8.99M shares of Stifel Financial (SF), compromising 8.43% of the company, valued at $702.96M.

What percentage of Stifel Financial is owned by CAPITAL RESEARCH GLOBAL INVESTORS?

CAPITAL RESEARCH GLOBAL INVESTORS is the third largest holder of Stifel Financial. The company owns 6.09M of the company's shares outstanding (worth $476.37M).