SEI INVESTMENTS CO

Position in SF — Stifel Financial Corp

CIK 350894 OAKS, PA

Position in SF

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$30,492,590

+$9,213,623 QoQ

Shares Held

412,508

+61.8% QoQ

Ownership

0.109%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

SEI INVESTMENTS CO holds $1,102,782,002 across 38 Capital Markets names. SF ranks #10 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	1,410,293	$232,091,918
2	SCHW	Schwab Charles Corp	1,924,005	$180,817,989
3	GS	Goldman Sachs Group Inc	192,687	$163,011,273
4	HLI	Houlihan Lokey, Inc.	689,532	$99,030,585
5	LPLA	LPL Financial Holdings Inc.	126,774	$38,137,421
6	IBKR	Interactive Brokers Group, Inc.	564,427	$37,856,118
7	JEF	Jefferies Financial Group Inc.	860,887	$35,528,806
8	HOOD	Robinhood Markets, Inc.	491,340	$34,049,861

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$30,492,590	412,508	+61.8%	Shares	Sole	2026-05-13
2025-12-31	$21,278,967	254,899	+4.0%	Shares	Defined	2026-02-13
2025-09-30	$18,545,317	245,157	+0.9%	Shares	Sole	2025-11-13
2025-06-30	$16,810,845	242,978	-14.5%	Shares	Sole	2025-08-14
2025-03-31	$17,849,324	284,044	+27.3%	Shares	Defined	2025-05-14
2024-12-31	$15,778,550	223,113	-3.9%	Shares	Defined	2025-02-11
2024-09-30	$14,536,345	232,210	+13.0%	Shares	Sole	2024-11-12
2024-06-30	$11,530,288	205,531	-2.2%	Shares	Sole	2024-08-13
2024-03-31	$10,953,380	210,184	-4.6%	Shares	Sole	2024-05-07
2023-12-31	$10,158,410	220,356	-0.7%	Shares	Sole	2024-02-14
2023-09-30	$9,086,975	221,850	+7.5%	Shares	Sole	2023-11-14
2023-06-30	$8,209,914	206,383	-13.7%	Shares	Defined	2023-08-11
2023-03-31	$9,416,021	239,026	+10.9%	Shares	Defined	2023-05-12
2022-12-31	$8,390,329	215,616	-36.0%	Shares	Defined	2023-02-10
2022-09-30	$11,667,648	337,150	+31.1%	Shares	Defined	2022-11-14
2022-06-30	$9,601,350	257,087	+55.6%	Shares	Defined	2022-08-15
2022-03-31	$7,480,773	165,260	+1.3%	Shares	Defined	2022-05-13
2021-12-31	$7,658,179	163,125	+7.0%	Shares	Defined	2022-02-14
2021-09-30	$6,906,145	152,431	+1.7%	Shares	Defined	2021-11-12
2021-06-30	$6,483,837	149,950	+32.3%	Shares	Defined	2021-08-06
2021-03-31	$4,839,095	113,310	+30.1%	Shares	Defined	2021-05-12
2020-12-31	$2,929,101	87,072	-7.5%	Shares	Defined	2021-02-08
2020-09-30	$2,116,350	94,181	+7.6%	Shares	Defined	2020-12-04
2020-06-30	$1,845,173	87,532	+24.9%	Shares	Sole	2020-08-17
2020-03-31	$1,286,231	70,107	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.