STIFEL FINANCIAL CORP (SF) Institutional Ownership Changes & 13F Activity

STIFEL FINANCIAL CORP (SF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Aqr Capital Management Llc, Fmr Llc, State Street Corp, Jacobs Levy Equity Management, Inc, and Earnest Partners Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Neuberger Berman Group LlcBuy+9,429+60.5%25,023$1.85MQ1 2026Oct 27, 2026
M&T Bank CorpSell-5,490-37.8%9,047$668.75KQ1 2026Sep 04, 2026
Ensign Peak Advisors, IncBuy+4,123+67.5%10,229$756.13KQ1 2026Aug 18, 2026
Algert Global LlcBuy+173,237+88.7%368,515$27.24MQ1 2026Aug 11, 2026
Brighton Jones LlcBuy+23,356—23,356$1.73MQ1 2026Aug 07, 2026
Wells Fargo & Company/MnBuy+140,237+48.1%432,021$31.93MQ1 2026Jul 08, 2026
Finarc Investments, Inc.Buy+11,670+38.4%42,062$3.11MQ1 2026May 20, 2026
Jtc Employer Solutions Trustee LtdBuy+160+49.8%481$36.00KQ1 2026May 19, 2026
Western Wealth Management, LlcBuy+150—150$11.09KQ1 2026May 19, 2026
Bank Of America CorpBuy+693,437+58.7%1,875,501$138.64MQ1 2026May 18, 2026
AmundiBuy+248,935+102.7%491,417$36.33MQ1 2026May 18, 2026
California State Teachers Retirement SystemBuy+81,099+84.1%177,538$13.12MQ1 2026May 18, 2026
Bull Harbor Capital LlcBuy+13,951—13,951$1.03MQ1 2026May 18, 2026
South Dakota Investment CouncilSell-12,652-44.1%16,045$1.19MQ1 2026May 18, 2026
Edgestream Partners, L.P.Sell-9,547-10.3%83,350$6.16MQ1 2026May 18, 2026
Tanaka Capital Management IncBuy+6,362+50.0%19,090$1.41MQ1 2026May 18, 2026
Sunbelt Securities, Inc.Buy+31+50.0%93$6.88KQ1 2026May 18, 2026
Aqr Capital Management LlcBuy+5,576,013+192.7%8,469,863$622.11MQ1 2026May 15, 2026
Fmr LlcBuy+2,618,629+47.5%8,136,211$601.43MQ1 2026May 15, 2026
State Street CorpBuy+1,589,077+51.9%4,652,555$343.92MQ1 2026May 15, 2026
Jacobs Levy Equity Management, IncBuy+1,364,978—1,364,978$100.90MQ1 2026May 15, 2026
Earnest Partners LlcBuy+1,152,138+45.4%3,690,114$272.77MQ1 2026May 15, 2026
Geode Capital Management, LlcBuy+1,006,825+54.6%2,851,460$210.83MQ1 2026May 15, 2026
Qube Research & Technologies LtdBuy+765,084+153.2%1,264,455$93.47MQ1 2026May 15, 2026
Point72 Asset Management, L.P.Buy+726,138—726,138$53.68MQ1 2026May 15, 2026
Alyeska Investment Group, L.P.Sell-647,102-97.2%18,957$1.40MQ1 2026May 15, 2026
Balyasny Asset Management L.P.Sell-604,666-90.1%66,260$4.90MQ1 2026May 15, 2026
Alliancebernstein L.P.Buy+584,332+27.5%2,707,099$338.98MQ1 2026May 15, 2026
Morgan StanleyBuy+569,425+40.5%1,974,628$145.96MQ1 2026May 15, 2026
Charles Schwab Investment Management IncBuy+491,634+58.4%1,333,385$98.56MQ1 2026May 15, 2026
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Frequently asked questions about SF activity

  • Which institutional owners are buying SF?

    Institutional owners buying SF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SF activity?

    "Buy" means an investor increased their reported position in SF compared to the prior reporting period. This reflects growing exposure to STIFEL FINANCIAL CORP (SF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SF increasing?

    Institutional interest in SF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.