SF Quarterly Institutional 13F Update

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).

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

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.

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

Filings (90d)

$377K

Total Est. Value

5K shares

Planned Shares

Last Filed 2026-07-23

Filer	Title/Relationship	Filing Date	Planned Shares	Est. Value
Brown Maryam S.	Director	2026-07-23	5K 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)

Filings (14d)

Data as of 2026-07-22

2026-07-22

AI summary pending

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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Developer Access

Access SF's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/SF

CLI

npx alphasmo stocks get SF

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