Fund shareholders of Stifel Financial Corp
ISIN US8606301021 · United States · LEI 549300E5F07FE5GHJX84
- Fund shareholders
- 480
- Of which ETFs
- 112 368 other funds
- Value held
- 4.4B $ 36.2M SEK
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 5,049,004 | 373.2M $ | 0.35 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,666,126 | 344.9M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 3,390,851 | 250.7M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Disciplined Value Mid Cap Fund John Hancock Funds III | 2,889,107 | 213.6M $ | 0.98 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,159,136 | 159.6M $ | 0.26 % | as of Mar 31, 2026 ↗ |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 2,134,089 | 157.8M $ | 0.19 % | as of Mar 31, 2026 ↗ |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 1,933,778 | 152.4M $ | 0.64 % | as of Apr 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,702,446 | 125.8M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | 1,162,506 | 85.9M $ | 0.77 % | as of Mar 31, 2026 ↗ |
| AQR Long-Short Equity Fund AQR Funds | 977,437 | 72.3M $ | 0.90 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 812,923 | 64.1M $ | 0.73 % | as of Apr 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 798,181 | 59.1M $ | 0.14 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 744,940 | 55.1M $ | 0.35 % | as of Mar 31, 2026 ↗ |
| Nomura Small Cap Value Fund Delaware Group Equity Funds V | 694,877 | 51.5M $ | 1.41 % | as of Feb 27, 2026 ↗ |
| Victory Sycamore Small Company Opportunity Fund Victory Portfolios | 625,000 | 46.2M $ | 1.04 % | as of Mar 31, 2026 ↗ |
| Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 598,617 | 47.2M $ | 0.68 % | as of Apr 30, 2026 ↗ |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 584,786 | 46.1M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| iShares Russell Mid-Cap ETF iShares Trust | 566,040 | 41.8M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 549,229 | 43.3M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 520,380 | 38.5M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Harbor Small Cap Value Fund HARBOR FUNDS | 519,562 | 40.9M $ | 1.62 % | as of Apr 30, 2026 ↗ |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 509,528 | 37.7M $ | 0.38 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 413,198 | 30.6M $ | 0.22 % | as of Feb 28, 2026 ↗ |
| AB DISCOVERY GROWTH FUND, INC. AB DISCOVERY GROWTH FUND, INC. | 391,121 | 30.8M $ | 1.14 % | as of Apr 30, 2026 ↗ |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 383,850 | 28.4M $ | 0.36 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 378,050 | 29.8M $ | 1.00 % | as of Apr 30, 2026 ↗ |
| AQR Equity Market Neutral Fund AQR Funds | 375,664 | 27.8M $ | 0.84 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 368,987 | 29.1M $ | 0.15 % | as of Apr 30, 2026 ↗ |
| Column Mid Cap Select Fund Trust for Professional Managers | 367,038 | 27.2M $ | 0.90 % | as of Feb 28, 2026 ↗ |
| AB Small Cap Growth Portfolio AB CAP FUND, INC. | 365,310 | 28.8M $ | 0.99 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 359,553 | 28.3M $ | 0.56 % | as of Apr 30, 2026 ↗ |
| Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 353,379 | 27.8M $ | 0.64 % | as of Apr 30, 2026 ↗ |
| Nomura VIP Small Cap Value Series Delaware VIP Trust | 351,825 | 26M $ | 1.50 % | as of Mar 31, 2026 ↗ |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 348,548 | 25.8M $ | 0.32 % | as of Mar 31, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 341,548 | 25.2M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Global Small Capitalization Fund AMERICAN FUNDS INSURANCE SERIES | 336,058 | 24.8M $ | 0.88 % | as of Mar 31, 2026 ↗ |
| AB Discovery Value Fund AB TRUST | 320,283 | 23.7M $ | 0.96 % | as of Feb 28, 2026 ↗ |
| Calvert Small Cap Fund Calvert Impact Fund, Inc. | 316,242 | 23.4M $ | 1.54 % | as of Mar 31, 2026 ↗ |
| AMCAP Fund AMCAP Fund | 309,991 | 23M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 284,733 | 21.1M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| SmallCap Fund Principal Funds, Inc | 283,400 | 22.3M $ | 1.06 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 277,429 | 21.9M $ | 0.16 % | as of Apr 30, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 277,416 | 20.5M $ | 0.21 % | as of Feb 28, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 272,508 | 20.1M $ | 0.22 % | as of Mar 31, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 256,007 | 19M $ | 0.14 % | as of Feb 28, 2026 ↗ |
| THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC | 251,883 | 19.9M $ | 0.32 % | as of Apr 30, 2026 ↗ |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 245,361 | 18.1M $ | 1.18 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 242,401 | 19.1M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| THE HARTFORD MIDCAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 234,202 | 18.5M $ | 1.56 % | as of Apr 30, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 232,505 | 17.2M $ | 0.33 % | as of Feb 28, 2026 ↗ |
| Small Cap Equity Portfolio GLENMEDE FUND INC | 226,819 | 17.9M $ | 1.82 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 225,745 | 16.7M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| iShares Core Dividend Growth ETF iShares Trust | 224,187 | 17.7M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| iShares Russell Mid-Cap Value ETF iShares Trust | 213,060 | 15.7M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| VOYA LARGE CAP VALUE FUND Voya Equity Trust | 203,586 | 15.1M $ | 0.93 % | as of Feb 28, 2026 ↗ |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 199,323 | 15.7M $ | 0.41 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 199,256 | 15.7M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 194,222 | 14.4M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 193,610 | 14.3M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 191,750 | 14.2M $ | 2.17 % | as of Mar 31, 2026 ↗ |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 188,646 | 13.9M $ | 0.14 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 185,943 | 14.7M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Fidelity New Millennium Fund Fidelity Mt. Vernon Street Trust | 182,550 | 13.5M $ | 0.25 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 180,474 | 13.3M $ | 0.36 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 179,850 | 13.3M $ | 0.76 % | as of Mar 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 168,477 | 12.5M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 156,956 | 11.6M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Value Line Small Cap Opportunities Fund, Inc. Value Line Small Cap Opportunities Fund, Inc. | 156,633 | 11.6M $ | 1.49 % | as of Mar 31, 2026 ↗ |
| JNL Mid Cap Index Fund JNL Series Trust | 153,873 | 11.4M $ | 0.35 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 152,660 | 11.3M $ | 0.60 % | as of Mar 31, 2026 ↗ |
| Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 149,648 | 11.8M $ | 0.91 % | as of Apr 30, 2026 ↗ |
| Fidelity Advisor Small Cap Fund Fidelity Advisor Series I | 149,100 | 11M $ | 0.50 % | as of Feb 28, 2026 ↗ |
| Invesco Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) | 142,050 | 10.5M $ | 1.03 % | as of Mar 31, 2026 ↗ |
| Small Cap Dynamic Growth Fund John Hancock Funds II | 137,418 | 10.2M $ | 1.96 % | as of Feb 28, 2026 ↗ |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 137,204 | 10.8M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 132,593 | 10.4M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust | 132,403 | 10.4M $ | 0.75 % | as of Apr 30, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 131,262 | 10.3M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 127,687 | 9.4M $ | 0.38 % | as of Mar 31, 2026 ↗ |
| AMG GW&K Small Cap Core Fund AMG Funds | 125,602 | 9.3M $ | 1.38 % | as of Mar 31, 2026 ↗ |
| Heartland Value Plus Fund HEARTLAND GROUP INC. | 125,000 | 9.2M $ | 3.15 % | as of Mar 31, 2026 ↗ |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 124,998 | 9.2M $ | 0.35 % | as of Mar 31, 2026 ↗ |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 123,734 | 9.1M $ | 0.19 % | as of Mar 31, 2026 ↗ |
| AMG GW&K Small/Mid Cap Core Fund AMG Funds | 123,658 | 9.1M $ | 1.27 % | as of Mar 31, 2026 ↗ |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 123,111 | 9.1M $ | 1.26 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 122,757 | 9.7M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Empower Mid Cap Value Fund EMPOWER FUNDS, INC. | 119,958 | 8.9M $ | 0.89 % | as of Mar 31, 2026 ↗ |
| AQR Managed Futures Strategy HV Fund AQR Funds | 118,443 | 8.8M $ | 0.70 % | as of Mar 31, 2026 ↗ |
| Mid Cap Index Fund VALIC Co I | 116,648 | 8.6M $ | 0.33 % | as of Feb 28, 2026 ↗ |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 112,630 | 8.3M $ | 0.32 % | as of Feb 28, 2026 ↗ |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 110,398 | 8.2M $ | 0.48 % | as of Mar 31, 2026 ↗ |
| LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 109,143 | 8.1M $ | 1.26 % | as of Mar 31, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 106,026 | 7.8M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 105,407 | 7.8M $ | 0.32 % | as of Mar 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 103,699 | 8.2M $ | 0.35 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 101,708 | 8M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Mid Cap Value Fund VALIC Co I | 97,901 | 7.2M $ | 1.13 % | as of Feb 28, 2026 ↗ |
| VOYA MIDCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | 97,253 | 7.2M $ | 0.83 % | as of Mar 31, 2026 ↗ |
| Mid Cap Index Fund Northern Funds | 96,078 | 7.1M $ | 0.35 % | as of Mar 31, 2026 ↗ |
| Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 95,768 | 7.1M $ | 1.04 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Heartland Value Plus Fund HEARTLAND GROUP INC. | 3.15 % | as of Mar 31, 2026 ↗ |
| Amplify Small-Mid Cap Equity ETF Amplify ETF Trust | 3.04 % | as of Mar 31, 2026 ↗ |
| Ancora Dividend Value Equity Fund ANCORA TRUST | 2.86 % | as of Mar 31, 2026 ↗ |
| Tanaka Growth Fund TANAKA FUNDS INC | 2.38 % | as of Feb 28, 2026 ↗ |
| Harbor Mid Cap Value ETF Harbor ETF Trust | 2.37 % | as of Apr 30, 2026 ↗ |
| TRIBUTARY SMALL/MID CAP FUND TRIBUTARY CAPITAL MANAGEMENT, LLC | 2.34 % | as of Mar 31, 2026 ↗ |
| NYLI Fiera SMID Growth Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 2.18 % | as of Apr 30, 2026 ↗ |
| RMB SMID Cap Fund RMB Investors Trust | 2.17 % | as of Mar 31, 2026 ↗ |
| Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 2.17 % | as of Mar 31, 2026 ↗ |
| Calamos Timpani SMID Growth Fund CALAMOS INVESTMENT TRUST/IL | 2.08 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 479 | +5 | 57,996,971 | +50.2 % |
| 2026Q1 | 474 | +20 | 38,604,461 | -3.0 % |
| 2025Q4 | 454 | -13 | 39,786,062 | -9.6 % |
| 2025Q3 | 467 | -38 | 44,005,641 | +0.1 % |
| 2025Q2 | 505 | +29 | 43,962,526 | -1.7 % |
| 2025Q1 | 476 | +7 | 44,701,429 | -3.0 % |
| 2024Q4 | 469 | +2 | 46,079,136 | +1.3 % |
| 2024Q3 | 467 | +41 | 45,486,765 | +1.0 % |
| 2024Q2 | 426 | +15 | 45,054,761 | +6.9 % |
| 2024Q1 | 411 | -25 | 42,142,803 | -4.7 % |
| 2023Q4 | 436 | 44,212,626 |
Institutional managers
619 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 14,487,418 | 1.1B $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 8,469,863 | 622.1M $ | as of Mar 31, 2026 |
| FMR LLC | 8,136,211 | 601.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 4,652,555 | 343.9M $ | as of Mar 31, 2026 |
| Boston Partners | 4,240,380 | 313.5M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 3,775,258 | 279.1M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 3,698,168 | 273.4M $ | as of Mar 31, 2026 |
| EARNEST PARTNERS LLC | 3,690,114 | 272.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,851,460 | 210.8M $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 2,797,955 | 206.8M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 2,707,099 | 339M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,616,616 | 193.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,974,628 | 146M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,875,501 | 138.6M $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 1,687,811 | 124.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,529,587 | 113.1M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1,462,639 | 108.1M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,367,474 | 101.1M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1,364,978 | 100.9M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,333,385 | 98.6M $ | as of Mar 31, 2026 |
| GW&K Investment Management, LLC | 1,307,745 | 96.7K $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 1,292,478 | 95.5M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 1,264,455 | 93.5M $ | as of Mar 31, 2026 |
| Fiera Capital Corp | 1,225,145 | 90.6M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1,218,982 | 90.1M $ | as of Mar 31, 2026 |
Declared shareholders of Stifel Financial Corp
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| AQR Capital Management, LLC and 1 other | 5.47 % | 8,469,863 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.04 % | 7,812,978 | as of Mar 31, 2026 · SCHEDULE 13G |
Funds holding the debt of Stifel Financial Corp
48 funds declare 48 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
Cite this page
Titelia. "Fund shareholders of Stifel Financial Corp". https://titelia.com/en/stocks/stifel-financial-corp-US8606301021