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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Group Llc | Buy | +9,429 | +60.5% | 25,023 | $1.85M | Q1 2026 | Oct 27, 2026 |
| M&T Bank Corp | Sell | -5,490 | -37.8% | 9,047 | $668.75K | Q1 2026 | Sep 04, 2026 |
| Ensign Peak Advisors, Inc | Buy | +4,123 | +67.5% | 10,229 | $756.13K | Q1 2026 | Aug 18, 2026 |
| Algert Global Llc | Buy | +173,237 | +88.7% | 368,515 | $27.24M | Q1 2026 | Aug 11, 2026 |
| Brighton Jones Llc | Buy | +23,356 | — | 23,356 | $1.73M | Q1 2026 | Aug 07, 2026 |
| Wells Fargo & Company/Mn | Buy | +140,237 | +48.1% | 432,021 | $31.93M | Q1 2026 | Jul 08, 2026 |
| Finarc Investments, Inc. | Buy | +11,670 | +38.4% | 42,062 | $3.11M | Q1 2026 | May 20, 2026 |
| Jtc Employer Solutions Trustee Ltd | Buy | +160 | +49.8% | 481 | $36.00K | Q1 2026 | May 19, 2026 |
| Western Wealth Management, Llc | Buy | +150 | — | 150 | $11.09K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +693,437 | +58.7% | 1,875,501 | $138.64M | Q1 2026 | May 18, 2026 |
| Amundi | Buy | +248,935 | +102.7% | 491,417 | $36.33M | Q1 2026 | May 18, 2026 |
| California State Teachers Retirement System | Buy | +81,099 | +84.1% | 177,538 | $13.12M | Q1 2026 | May 18, 2026 |
| Bull Harbor Capital Llc | Buy | +13,951 | — | 13,951 | $1.03M | Q1 2026 | May 18, 2026 |
| South Dakota Investment Council | Sell | -12,652 | -44.1% | 16,045 | $1.19M | Q1 2026 | May 18, 2026 |
| Edgestream Partners, L.P. | Sell | -9,547 | -10.3% | 83,350 | $6.16M | Q1 2026 | May 18, 2026 |
| Tanaka Capital Management Inc | Buy | +6,362 | +50.0% | 19,090 | $1.41M | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Buy | +31 | +50.0% | 93 | $6.88K | Q1 2026 | May 18, 2026 |
| Aqr Capital Management Llc | Buy | +5,576,013 | +192.7% | 8,469,863 | $622.11M | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +2,618,629 | +47.5% | 8,136,211 | $601.43M | Q1 2026 | May 15, 2026 |
| State Street Corp | Buy | +1,589,077 | +51.9% | 4,652,555 | $343.92M | Q1 2026 | May 15, 2026 |
| Jacobs Levy Equity Management, Inc | Buy | +1,364,978 | — | 1,364,978 | $100.90M | Q1 2026 | May 15, 2026 |
| Earnest Partners Llc | Buy | +1,152,138 | +45.4% | 3,690,114 | $272.77M | Q1 2026 | May 15, 2026 |
| Geode Capital Management, Llc | Buy | +1,006,825 | +54.6% | 2,851,460 | $210.83M | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | Buy | +765,084 | +153.2% | 1,264,455 | $93.47M | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | Buy | +726,138 | — | 726,138 | $53.68M | Q1 2026 | May 15, 2026 |
| Alyeska Investment Group, L.P. | Sell | -647,102 | -97.2% | 18,957 | $1.40M | Q1 2026 | May 15, 2026 |
| Balyasny Asset Management L.P. | Sell | -604,666 | -90.1% | 66,260 | $4.90M | Q1 2026 | May 15, 2026 |
| Alliancebernstein L.P. | Buy | +584,332 | +27.5% | 2,707,099 | $338.98M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +569,425 | +40.5% | 1,974,628 | $145.96M | Q1 2026 | May 15, 2026 |
| Charles Schwab Investment Management Inc | Buy | +491,634 | +58.4% | 1,333,385 | $98.56M | Q1 2026 | May 15, 2026 |
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.
Related SF Institutional Insights
- SF Overview
- SF 13F Institutional Holders
- SF Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- SF Insider Trading & SEC Form 4 Activity
- SF Articles
- Top Institutional Investor Stock Rankings