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CIK: 0000720672
Total reported value
$120.2B
$120.2B
3565 檔
11.2%
In Q4 2025, Stifel Financial CORP's U.S. equity holdings reached a combined market value of $120.2B, distributed across 3565 disclosed stock positions.
In Q4 2025, Stifel Financial CORP adopted a defensive or profit-taking posture, trimming 114 positions and completely liquidating 3 holdings to manage risk exposure.
Showing top 200 holdings (of 3565 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.05% | -0.27% | -1.50% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.86% | +0.09% | -1.93% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.76% | +0.07% | -1.60% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.73% | +0.09% | -0.58% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.67% | +0.16% | -4.48% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.44% | +0.14% | -2.30% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | +0.01% | -0.38% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 1.06% | — | -3.06% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.03% | +0.01% | +1.48% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 0.98% | -0.08% | -6.53% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | +0.12% | +1.74% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 0.93% | +0.28% | -2.09% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.91% | -0.07% | -3.15% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.89% | -0.11% | +7.86% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.08% | -0.39% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.15% | +2.27% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.82% | -0.21% | -2.64% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.81% | -0.05% | -1.99% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 0.77% | -0.01% | -2.39% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.77% | +0.17% | -3.29% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.13% | +0.43% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 0.73% | +0.04% | -1.54% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.67% | -0.07% | +15.03% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.62% | +0.04% | +7.65% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.05% | -3.18% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.10% | -3.04% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | +0.07% | +1.11% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.55% | -0.01% | +14.32% | |
| 29 | ACN | Accenture plc | Stock-Tech | 0.54% | -0.11% | -2.50% | |
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.54% | -0.18% | -1.75% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.54% | -0.03% | -1.43% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | +0.01% | -0.22% | |
| 33 | MDT | Medtronic plc | Stock-Healthcare | 0.51% | -0.07% | -3.98% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.51% | +0.02% | -7.36% | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 0.47% | -0.03% | +3.50% | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.46% | — | -2.41% | |
| 37 | TXN | Texas Instruments Inc | Stock-Tech | 0.46% | +0.14% | -0.28% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.44% | -0.07% | +121.97% | |
| 39 | APH | Amphenol Corp-cl A | Stock-Tech | 0.44% | +0.12% | -8.67% | |
| 40 | WM | Waste Management Inc | Stock-Industrials | 0.43% | -0.08% | -1.07% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.43% | -0.17% | -2.05% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.28% | -0.70% | |
| 43 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.43% | -0.07% | -1.94% | |
| 44 | CMI | Cummins Inc | Stock-Industrials | 0.42% | -0.07% | -12.43% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.13% | +5.04% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.06% | -4.26% | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.41% | +0.02% | +0.13% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.41% | -0.12% | +889.26% | |
| 49 | ETN | Eaton Corporation plc | Stock-Industrials | 0.41% | +0.03% | -1.97% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.40% | -0.03% | -0.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.3% | -4.48% | Trim |
| 2 | ABT | Abbott Laboratories | +0.2% | +121.97% | Add |
| 3 | LLY | Eli Lilly & Co | +0.2% | +0.43% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | +1.74% | Add |
| 5 | MSI | Motorola Solutions Inc | +0.2% | +575.95% | Add |
| 6 | MRK | Merck & Co. Inc. | +0.1% | -1.99% | Trim |
| 7 | AAPL | Apple Inc | +0.1% | -1.60% | Trim |
| 8 | USIG | Ishares Broad Usd Investment | +0.1% | +40.26% | Add |
| 9 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +32.32% | Add |
| 10 | IWD | Ishares Russell 1000 Value E | +0.1% | +26.38% | Add |
| 11 | CSCO | Cisco Systems Inc | +0.1% | -2.09% | Trim |
| 12 | AGG | Ishares Core U.s. Aggregate | +0.1% | +15.03% | Add |
| 13 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +7.86% | Add |
| 14 | AMGN | Amgen Inc | +0.1% | +3.50% | Add |
| 15 | IWF | Ishares Russell 1000 Growth | +0.1% | +14.32% | Add |
| 16 | ISRG | Intuitive Surgical Inc | +0.1% | +9.00% | Add |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +63.84% | Add |
| 18 | TMO | Thermo Fisher Scientific Inc | +0.1% | +1.02% | Add |
| 19 | AMZN | Amazon.com Inc | +0.1% | -0.58% | Trim |
| 20 | JNJ | Johnson & Johnson | +0.1% | -3.15% | Trim |
| 21 | IVE | Ishares S&p 500 Value ETF | +0.1% | +7.65% | Add |
| 22 | CAT | Caterpillar Inc | 0% | -1.15% | Trim |
| 23 | BAC | Bank Of America CORP | 0% | +12.60% | Add |
| 24 | RTX | Rtx CORP | 0% | +3.50% | Add |
| 25 | CGDV | Cap Group Dividend Value | 0% | +23.74% | Add |
| 26 | JBHT | Hunt (jb) Transprt Svcs Inc | 0% | -2.43% | Trim |
| 27 | MU | Micron Technology Inc | 0% | +3.56% | Add |
| 28 | BKDV | Bny Mellon Dynamic Value | 0% | +597.61% | Add |
| 29 | MS | Morgan Stanley | 0% | +1.66% | Add |
| 30 | IEMG | Ishares Core Msci Emerging | 0% | +8.53% | Add |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +17.75% | Add |
| 32 | AZNN | Astrazeneca Plc-spons Adr | 0% | +9.53% | Add |
| 33 | GS | Goldman Sachs Group Inc | 0% | +0.62% | Add |
| 34 | SLV | Ishares Silver Trust | 0% | -7.72% | Trim |
| 35 | BMY | Bristol-myers Squibb Co | 0% | +11.82% | Add |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.48% | Add |
| 37 | ACN | Accenture plc | 0% | -2.50% | Trim |
| 38 | CRM | Salesforce Inc | 0% | +0.79% | Add |
| 39 | IVV | Ishares Core S&p 500 ETF | 0% | +5.04% | Add |
| 40 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +10.53% | Add |
| 41 | PLD | Prologis Inc | 0% | +1.07% | Add |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 0% | +1.99% | Add |
| 43 | VEU | Vanguard Ftse All-world Ex-u | 0% | +8.88% | Add |
| 44 | XOM | Exxon Mobil CORP | 0% | -0.70% | Trim |
| 45 | AXP | American Express Co | 0% | -0.01% | Trim |
| 46 | TSLA | Tesla Inc | 0% | +7.04% | Add |
| 47 | IBM | Intl Business Machines CORP | 0% | -1.54% | Trim |
| 48 | CTSH | Cognizant Tech Solutions-a | 0% | -2.05% | Trim |
| 49 | UPS | United Parcel Service-cl B | 0% | -3.58% | Trim |
| 50 | CGGR | Cap Group Growth Equity | 0% | +30.95% | Add |
According to official SEC Form 13F filings, Stifel Financial CORP reported a total U.S. public equity portfolio value of $120.2B across 3565 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 11.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
TTE
市值: $49.5M
Top Position Liquidated / Trimmed
TTEN
前期市值: $45.8M
During Q4 2025, Stifel Financial CORP's top holdings by market value included MSFT (3.0%)、NVDA (2.9%)、AAPL (2.8%). The largest single position, MSFT, represented 3.0% of total portfolio value.
In Q4 2025, Stifel Financial CORP made 200 total portfolio adjustments, initiating 4 new buys, adding to 79 positions, trimming 114 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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