STIFEL FINANCIAL CORP

Position in MC — Moelis & Co

CIK 720672 ST. LOUIS, MO

Position in MC

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$9,620,346

+$445,895 QoQ

Shares Held

168,778

+26.5% QoQ

Ownership

0.215%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 96.3401628174288.ToString("F0")% Shared 0.ToString("F0")% None 3.659837182571188.ToString("F0")%

Financial Services · as of Mar 31, 2026

STIFEL FINANCIAL CORP holds $1,117,668,309 across 35 Capital Markets names. MC ranks #9 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SF	Stifel Financial Corp	3,775,258	$279,067,070
2	MS	Morgan Stanley	1,638,520	$269,651,232
3	GS	Goldman Sachs Group Inc	317,678	$268,752,409
4	SCHW	Schwab Charles Corp	1,139,404	$107,081,184
5	LPLA	LPL Financial Holdings Inc.	164,557	$49,503,678
6	IBKR	Interactive Brokers Group, Inc.	649,346	$43,551,634
7	HOOD	Robinhood Markets, Inc.	197,234	$13,668,314
8	EVR	Evercore Inc.	34,308	$10,241,280

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,620,346	168,778	+26.5%	Shares	Defined	2026-05-12
2025-12-31	$9,174,451	133,466	-3.4%	Shares	Defined	2026-02-13
2025-09-30	$9,858,134	138,224	-1.3%	Shares	Defined	2025-11-12
2025-06-30	$8,723,304	139,976	-0.7%	Shares	Defined	2025-08-14
2025-03-31	$8,224,089	140,920	-27.1%	Shares	Defined	2025-05-14
2024-12-31	$14,290,015	193,422	-20.0%	Shares	Defined	2025-02-13
2024-09-30	$16,563,798	241,772	+2.0%	Shares	Defined	2024-11-14
2024-06-30	$13,476,388	237,010	+0.0%	Shares	Defined	2024-08-13
2024-03-31	$13,452,275	236,961	+2.5%	Shares	Defined	2024-05-14
2023-12-31	$12,978,939	231,230	+9.6%	Shares	Defined	2024-02-12
2023-09-30	$9,524,099	211,037	+1.4%	Shares	Defined	2023-11-13
2023-06-30	$9,434,708	208,088	-0.6%	Shares	Defined	2023-08-14
2023-03-31	$8,045,529	209,301	+32.6%	Shares	Defined	2023-05-12
2022-12-31	$6,056,742	157,851	-9.4%	Shares	Defined	2023-02-13
2022-09-30	$5,891,763	174,261	+28.3%	Shares	Defined	2022-11-14
2022-06-30	$5,342,627	135,772	+10.6%	Shares	Defined	2022-08-15
2022-03-31	$5,765,881	122,809	+2.3%	Shares	Defined	2022-05-13
2021-12-31	$7,507,824	120,106	-4.9%	Shares	Defined	2022-02-14
2021-09-30	$7,809,973	126,232	+11.6%	Shares	Defined	2021-11-15
2021-06-30	$6,435,738	113,126	-0.1%	Shares	Defined	2021-08-13
2021-03-31	$6,215,214	113,251	-10.4%	Shares	Defined	2021-05-14
2020-12-31	$5,907,892	126,345	+0.4%	Shares	Defined	2021-02-12
2020-09-30	$4,422,368	125,850	+2.5%	Shares	Defined	2020-11-16
2020-06-30	$3,824,048	122,723	+45.8%	Shares	Defined	2020-08-14
2020-03-31	$2,364,839	84,158	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.