SF · Stifel Financial Corp · Shareholders & Ownership
$66.68
-1.17 (-1.72%)
At close · Oct 23
Return incl. dividend (before tax)
Market Cap
$25.07B
Shares
376.03M
Volume · Oct 23
1.3M
Avg daily vol (3M)
1.23M
Every disclosed holder of SF in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns SF
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 138,380,797 | 36.80% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 237,648,337 | 63.20% |
| Registered funds (N-PORT, not summed) | 59,298,062 | 15.77% |
Shares outstanding: 376,029,134, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of SF
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
14,779,953 | ||
| 1.1 |
iShares Core S&P Mid-Cap ETF
Fund
S000004307 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
5,249,712 | ||
| 1.2 |
iShares Russell Mid-Cap ETF
Fund
S000004338 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
612,126 | ||
| 1.3 |
iShares S&P Mid-Cap 400 Growth ETF
Fund
S000004308 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
505,347 | ||
| 1.4 |
iShares S&P Mid-Cap 400 Value ETF
Fund
S000004309 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
345,857 | ||
| 1.5 |
iShares Russell 1000 Value ETF
Fund
S000004345 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
333,592 | ||
| 2 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,534,782 | ||
| 2.1 |
Fidelity Low-Priced Stock Fund
Fund
S000007152 · Registered fund · Jul 31, 2026
Fidelity Puritan Trust, not summed
|
1,931,185 | ||
| 2.2 |
Fidelity Extended Market Index Fund
Fund
S000006021 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
786,529 | ||
| 2.3 |
Fidelity Stock Selector Small Cap Fund
Fund
S000005453 · Registered fund · Jul 31, 2026
Fidelity Capital Trust, not summed
|
781,117 | ||
| 2.4 |
Fidelity Mid-Cap Stock Fund
Fund
S000055365 · Registered fund · Jul 31, 2026
Fidelity Concord Street Trust, not summed
|
778,223 | ||
| 2.5 |
Fidelity Mid Cap Index Fund
Fund
S000033637 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
564,789 | ||
| 3 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,163,692 | ||
| 4 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,659,358 | ||
| 5 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,001,400 | ||
| 5.1 |
AQR CAPITAL MANAGEMENT LLC
13G
CIK 1167557 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
6,001,400 | ||
| 5.2 |
AQR Long-Short Equity Fund
Fund
S000041116 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
751,809 | ||
| 5.3 |
AQR Equity Market Neutral Fund
Fund
S000046740 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
281,262 | ||
| 5.4 |
AQR Managed Futures Strategy HV Fund
Fund
S000041117 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
82,688 | ||
| 5.5 |
AQR Managed Futures Strategy Fund
Fund
S000027214 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
65,588 | ||
| 6 |
|
4,875,785 | ||
| 6.1 |
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
Fund
S000006986 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
776,499 | ||
| 6.2 |
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF
Fund
S000006987 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
130,509 | ||
| 6.3 |
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF
Fund
S000006988 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
106,040 | ||
| 6.4 |
State Street(R) SPDR(R) S&P(R) Capital Markets ETF
Fund
S000006978 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
95,318 | ||
| 6.5 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
52,374 | ||
| 7 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
4,625,246 | ||
| 8 |
Boston Partners
13F
CIK 1386060 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,403,821 | ||
| 9 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,886,981 | ||
| 10 |
EARNEST PARTNERS LLC
13F
CIK 1102578 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,608,530 | ||
| 11 |
VANGUARD SMALL-CAP INDEX FUND
Fund
S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
3,342,994 | ||
| 12 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,902,428 | ||
| 12.1 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
378,036 | ||
| 12.2 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
366,628 | ||
| 12.3 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
270,186 | ||
| 12.4 |
U.S. CORE EQUITY 1 PORTFOLIO
Fund
S000000979 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
242,401 | ||
| 12.5 |
U.S. Targeted Value Portfolio
Fund
S000000970 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
196,017 | ||
| 13 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,896,899 | ||
| 14 |
Capital Research Global Investors
13F
CIK 1422848 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,683,784 | ||
| 15 |
ALLIANCEBERNSTEIN L.P.
13F
CIK 1109448 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,637,266 | ||
| 15.1 |
AB DISCOVERY GROWTH FUND, INC.
Fund
S000010117 · Registered fund · Jun 30, 2026
AB DISCOVERY GROWTH FUND, INC., not summed
|
385,214 | ||
| 15.2 |
AB Small Cap Growth Portfolio
Fund
S000010309 · Registered fund · Jun 30, 2026
AB CAP FUND, INC., not summed
|
361,414 | ||
| 15.3 |
AB Discovery Value Fund
Fund
S000010412 · Registered fund · Jun 30, 2026
AB TRUST, not summed
|
296,973 | ||
| 15.4 |
AB Discovery Value Portfolio
Fund
S000010436 · Registered fund · Jun 30, 2026
AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
|
91,148 | ||
| 15.5 |
Small Cap Core Portfolio
Fund
S000051867 · Registered fund · Jun 30, 2026
Bernstein Fund Inc, not summed
|
41,629 | ||
| 16 |
WELLINGTON MANAGEMENT GROUP LLP
13F
CIK 902219 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,565,429 | ||
| 17 |
SMALLCAP World Fund Inc
Fund
S000009599 · Registered fund · Jun 30, 2026
SMALLCAP World Fund Inc, not summed
|
2,319,931 | ||
| 18 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,290,873 | ||
| 18.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
148 | ||
| 19 |
VANGUARD SMALL-CAP VALUE INDEX FUND
Fund
S000002847 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
2,117,154 | ||
| 20 |
NORGES BANK
13F
CIK 1374170 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,061,688 | ||
| 21 |
MILLENNIUM MANAGEMENT LLC
13F
CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,972,193 | ||
| 22 |
KRUSZEWSKI RONALD J
Insider
CIK 1203674 · Feb 27, 2026
Director, Chief Executive Officer, issuer-wide, not summed
|
1,883,213 | ||
| 23 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,770,839 | ||
| 24 |
|
1,767,320 | ||
| 25 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,758,424 | ||
| 26 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,670,473 | ||
| 26.1 |
Goldman Sachs Small/Mid Cap Equity Fund
Fund
S000044015 · Registered fund · May 31, 2026
Goldman Sachs Trust, not summed
|
24,123 | ||
| 26.2 |
Goldman Sachs Multi-Manager Global Equity Fund
Fund
S000049146 · Registered fund · Jul 31, 2026
Goldman Sachs Trust II, not summed
|
10,686 | ||
| 26.3 |
Goldman Sachs Large Cap Value Insights Fund
Fund
S000009326 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
7,317 | ||
| 26.4 |
Multi-Manager U.S. Small Cap Equity Fund
Fund
S000051363 · Registered fund · Apr 30, 2026
Goldman Sachs Trust II, not summed
|
6,450 | ||
| 26.5 |
Goldman Sachs U.S. Equity Insights Fund
Fund
S000009327 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
6,138 | ||
| 27 |
Fisher Asset Management, LLC
13F
CIK 850529 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,652,113 | ||
| 28 |
JACOBS LEVY EQUITY MANAGEMENT, INC
13F
CIK 884414 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,589,213 | ||
| 29 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,534,041 | ||
| 29.1 |
Mid Cap Index Fund
Fund
S000001273 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
99,706 | ||
| 29.2 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
6,794 | ||
| 30 |
Qube Research & Technologies Ltd
13F
CIK 1729829 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,523,529 | ||
| 31 |
FULLER & THALER ASSET MANAGEMENT, INC.
13F
CIK 1082327 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,437,487 | ||
| 32 |
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
13F
CIK 921739 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,405,150 | ||
| 32.1 |
Nomura Small Cap Value Fund
Fund
S000002401 · Registered fund · May 29, 2026
Delaware Group Equity Funds V, not summed
|
663,476 | ||
| 32.2 |
Nomura VIP Small Cap Value Series
Fund
S000002475 · Registered fund · Jun 30, 2026
Delaware VIP Trust, not summed
|
343,325 | ||
| 32.3 |
Nomura Smid Cap Core Fund
Fund
S000024831 · Registered fund · Jun 30, 2026
IVY FUNDS, not summed
|
74,513 | ||
| 32.4 |
Optimum Small-Mid Cap Growth Fund
Fund
S000002424 · Registered fund · Jun 30, 2026
Optimum Fund Trust, not summed
|
66,283 | ||
| 32.5 |
Optimum Small-Mid Cap Value Fund
Fund
S000002425 · Registered fund · Jun 30, 2026
Optimum Fund Trust, not summed
|
53,413 | ||
| 33 |
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY
Fund
S000051163 · Registered fund · Jun 30, 2026
Capitol Series Trust, not summed
|
1,375,705 | ||
| 34 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,336,318 | ||
| 34.1 |
BNY Mellon US Mid Cap Core Equity ETF
Fund
S000067261 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
|
23,481 | ||
| 35 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,326,793 | ||
| 35.1 |
Schwab U.S. Mid-Cap ETF
Fund
S000026635 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
412,917 | ||
| 35.2 |
Schwab Fundamental U.S. Small Company ETF
Fund
S000040878 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
259,006 | ||
| 35.3 |
Schwab U.S. Large-Cap ETF
Fund
S000026632 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
161,146 | ||
| 35.4 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
92,939 | ||
| 35.5 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
90,412 | ||
| 36 |
GW&K Investment Management, LLC
13F
CIK 1082917 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,247,030 | ||
| 37 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,227,090 | ||
| 38 |
State Street SPDR S&P MidCap 400SM ETF Trust
Fund
· Registered fund · Jun 30, 2026
SPDR S&P MIDCAP 400 ETF TRUST, not summed
|
1,180,300 | ||
| 39 |
|
1,032,580 | ||
| 40 |
PRINCIPAL FINANCIAL GROUP INC
13F
CIK 1126328 · Insurance company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,023,213 | ||
| 40.1 |
SmallCap Fund
Fund
S000007214 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
271,700 | ||
| 40.2 |
SmallCap Growth Fund I
Fund
S000007175 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
103,699 | ||
| 40.3 |
MidCap S&P 400 Index Fund
Fund
S000007079 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
58,648 | ||
| 40.4 |
SmallCap Account
Fund
S000007675 · Registered fund · Jun 30, 2026
Principal Variable Contract Funds, Inc, not summed
|
24,850 | ||
| 40.5 |
MidCap Value Fund I
Fund
S000007173 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
3,339 | ||
| 41 |
ALGEBRIS (UK) LTD
13F
CIK 1700286 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,007,696 | ||
| 42 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
963,586 | ||
| 43 |
BNP PARIBAS ARBITRAGE, SA
13F
CIK 1166588 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
875,159 | ||
| 44 |
D. E. Shaw & Co., Inc.
13F
CIK 1009207 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
762,408 | ||
| 45 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
CIK 1164833 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
757,136 | ||
| 45.1 |
Hotchkis and Wiley Small Cap Value Fund
Fund
S000006215 · Registered fund · Jun 30, 2026
HOTCHKIS & WILEY FUNDS/DE/, not summed
|
272,250 | ||
| 46 |
Fiera Capital Corp
13F
CIK 1505817 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
699,258 | ||
| 47 |
NEW YORK STATE COMMON RETIREMENT FUND
13F
CIK 810265 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
689,303 | ||
| 48 |
VICTORY CAPITAL MANAGEMENT INC
13F
CIK 1040188 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
665,412 | ||
| 48.1 |
Victory Sycamore Small Company Opportunity Fund
Fund
S000000800 · Registered fund · Jun 30, 2026
Victory Portfolios, not summed
|
488,000 | ||
| 48.2 |
Victory Extended Market Index Fund
Fund
S000012941 · Registered fund · Jul 31, 2026
Victory Portfolios III, not summed
|
17,117 | ||
| 49 |
LOOMIS SAYLES & CO L P
13F
CIK 312348 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
651,894 | ||
| 49.1 |
Loomis Sayles Small Cap Value Fund
Fund
S000006647 · Registered fund · Jun 30, 2026
LOOMIS SAYLES FUNDS I, not summed
|
49,738 | ||
| 49.2 |
Loomis Sayles Small/Mid Cap Growth Fund
Fund
S000049859 · Registered fund · Jun 30, 2026
LOOMIS SAYLES FUNDS II, not summed
|
33,779 | ||
| 50 |
ENVESTNET ASSET MANAGEMENT INC
13F
CIK 1407543 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
638,582 |
98 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 824 holders
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Key facts
CIK
720672
CUSIP
860630102
13F (30d)
122 filings
117 filers
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