Stifel Financial CORP (SF) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $1.1B

SF ranks #963 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

SF is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

595 institutions disclose a position in SF, but none treat it as a major bet — even Algebris, its most concentrated holder, allocates just 4.6% of its own portfolio to it.

California State Teachers Retirement System has added to its SF position for two straight quarters, increasing it by $162.6M to reach $174.7M today.

Wellington Management Group LLP has trimmed its SF position for two straight quarters, cutting it by $237.9M while still holding $179.0M.

SF is up 0.6% today, and institutions have been net buyers of $1.1B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

SF posted net income of $953.6M over the trailing twelve months, and currently trades at a P/E of 9.4.

• Profitable — net income of $953.6M over the trailing twelve months
• Revenue grew 20.6% year over year
• Net income improved year over year, from $610.6M to $953.6M
• Generated $1.1B in positive operating cash flow
• Liabilities run 5.90x equity — a highly leveraged balance sheet worth noting