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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

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SF

SF Quarterly Institutional 13F Update

Stifel Financial CORP

-$579.7M

Net Activity

Institutions Holding

628

Popularity Rank

#845

Avg Weight

0.10%

Total Value

$10.2B

Data as ofMar 2026

Ownership Trend

628 institutions currently hold SF, with 569 net buyers and 109 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

109

Net Buying Institutions

569

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$1.1B
AC
Aqr Capital Management LLC
$622.1M
FL
FMR LLC
$601.4M
VP
Vanguard Portfolio Management LLC
$526.6M
VC
Vanguard Capital Management LLC
$491.4M

Top 5 by Conviction

A(
Algebris (uk) LTD
3.23%
EP
Earnest Partners LLC
1.12%
SF
Systematic Financial Management LP
1.05%
GI
GW&K Investment Management, LLC
0.85%
KC
Kennedy Capital Management LLC
0.76%
View all 628 holding institutions

Across its top 20 institutional holders, SF's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 18/100).

Notable Holders

SF ranks #845 out of 31985 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 0.3% of that fund's own 13F portfolio.

628 institutions disclose a position in SF, but none treat it as a major bet — even Algebris (uk) LTD, its most concentrated holder, allocates just 3.2% of its own portfolio to it.

Gateway Investment Advisers LLC has added to its SF position for two straight quarters, increasing it by $1.4M to reach $1.6M today.

New York State Teachers Retirement System has trimmed its SF position for two straight quarters, cutting it by $4.3M while still holding $13.6M.

Quarterly Activity

Recent Activity

+$9.0B

Total Buy Value

$1.1B

Total Sell Value

New buy67
Trim44
Add502
Sold out65

569

Net Buyers

109

Net Sellers

Top Movers

SF

Q1 2026

Top 5 Institutional Movers

1

Aqr Capital Management

+$259.7M

Add
2

Norges Bank

-$172.4M

Sold out
3

Wellington Management Group LLP

-$143.5M

Trim
4

Invesco

-$137.6M

Trim
5

Jacobs Levy Equity Management

+$100.9M

New buy
Data by AlphaSMO • Not financial advice.

Smart Money Convergence

SF does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/SF

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

1

Filings (90d)

$377K

Total Est. Value

5K shares

Planned Shares

Last Filed 2026-07-23
FilerTitle/RelationshipFiling DatePlanned SharesEst. Value
Brown Maryam S.Director2026-07-235K shares$377K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

2

Filings (14d)

Data as of 2026-07-22
2026-07-22

Stifel Financial Corp reported its quarterly results for the period ending June 30, 2026, on July 22, 2026. The company issued a press release, a financial supplement, and a conference call presentation, and will host a call at 9:30 a.m. Eastern that same day. The filing itself does not include specific earnings figures or key metrics, only that the materials are now publicly available.

View Full Filing (SEC EDGAR)
2026-06-25

No AI summary for this filing type

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

860630102

FAQ

Who are the top institutional investors holding STIFEL FINANCIAL CORP (SF)?
Major stakeholders currently include BlackRock, Inc. ($1.1B), Aqr Capital Management LLC ($622.1M), FMR LLC ($601.4M). Based on the latest 13F filings, there are a total of 628 tracked investment funds and institutions maintaining positions in SF.
What is the overall institutional sentiment toward SF recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $579.7M, driven by 569 managers accumulating shares while 109 reduced their exposure.
Which institutions have been selling or reducing their SF positions?
In the latest period, 44 funds trimmed their holdings, and 65 managers completely exited their positions. The aggregate reported sell value was $1.1B.
Are there any notable investors adding SF to their portfolios?
Yes, buying activity remains notable. 67 institutions opened new positions in {ticker}, and 502 existing holders added to their shares. The total reported buy value for the quarter amounted to $9.0B.

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