Titelia

Fund shareholders of Stifel Financial Corp

ISIN US8606301021 · United States · LEI 549300E5F07FE5GHJX84

Fund shareholders
460
Of which ETFs
111 349 other funds
Value held
≈ 4.2B $ 4.2B $ · 36.2M SEK
FundSharesValueWeight in fund
iShares Core S&P Mid-Cap ETF iShares Trust 5,249,712366.3M $0.29 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 4,625,246322.7M $0.01 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 3,342,994233.2M $0.12 %as of Jun 30, 2026 ↗
Disciplined Value Mid Cap Fund John Hancock Funds III 2,895,481202M $0.87 %as of Jun 30, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 2,319,931161.9M $0.17 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 2,117,154147.7M $0.22 %as of Jun 30, 2026 ↗
Fidelity Low-Priced Stock Fund Fidelity Puritan Trust 1,931,185160.1M $0.64 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,758,424122.7M $0.13 %as of Jun 30, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust 1,375,70596M $0.76 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 786,52955.2M $0.13 %as of May 31, 2026 ↗
Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust 781,11764.8M $0.88 %as of Jul 31, 2026 ↗
Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust 778,22364.5M $0.72 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 776,49954.2M $0.29 %as of Jun 30, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 751,80952.5M $0.67 %as of Jun 30, 2026 ↗
Nomura Small Cap Value Fund Delaware Group Equity Funds V 663,47646.5M $1.34 %as of May 29, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 612,12642.7M $0.08 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 599,86049.7M $0.05 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 564,78946.8M $0.09 %as of Jul 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 543,98038.2M $0.02 %as of May 31, 2026 ↗
VIP Mid Cap Portfolio Variable Insurance Products Fund III 509,65035.6M $0.37 %as of Jun 30, 2026 ↗
iShares S&P Mid-Cap 400 Growth ETF iShares Trust 505,34735.3M $0.31 %as of Jun 30, 2026 ↗
Harbor Small Cap Value Fund HARBOR FUNDS 501,64841.6M $1.66 %as of Jul 31, 2026 ↗
Victory Sycamore Small Company Opportunity Fund Victory Portfolios 488,00034M $0.73 %as of Jun 30, 2026 ↗
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 483,25340.1M $0.85 %as of Jul 31, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 412,91729M $0.20 %as of May 31, 2026 ↗
Column Mid Cap Select Fund Trust for Professional Managers 391,46127.5M $0.90 %as of May 31, 2026 ↗
AB DISCOVERY GROWTH FUND, INC. AB DISCOVERY GROWTH FUND, INC. 385,21426.9M $0.93 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 378,03631.3M $0.16 %as of Jul 31, 2026 ↗
Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust 370,55030.7M $1.09 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 366,62830.4M $0.20 %as of Jul 31, 2026 ↗
Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust 361,97230M $0.65 %as of Jul 31, 2026 ↗
AB Small Cap Growth Portfolio AB CAP FUND, INC. 361,41425.2M $0.80 %as of Jun 30, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 345,85724.1M $0.28 %as of Jun 30, 2026 ↗
Nomura VIP Small Cap Value Series Delaware VIP Trust 343,32524M $1.27 %as of Jun 30, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 340,25023.7M $0.21 %as of Jun 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 333,59223.3M $0.03 %as of Jun 30, 2026 ↗
AB Discovery Value Fund AB TRUST 296,97320.7M $0.81 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 289,08920.2M $0.19 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 287,83420.2M $0.01 %as of May 31, 2026 ↗
AMCAP Fund AMCAP Fund 284,31719.9M $0.02 %as of May 31, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 281,26219.6M $0.68 %as of Jun 30, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 272,75522.6M $0.05 %as of Jul 31, 2026 ↗
Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ 272,25019M $2.33 %as of Jun 30, 2026 ↗
SmallCap Fund Principal Funds, Inc 271,70022.5M $1.08 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 270,18622.4M $0.05 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 261,89418.3M $0.15 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 259,00618.2M $0.20 %as of May 31, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 253,78921M $0.17 %as of Jul 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 247,06917.3M $0.13 %as of May 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 243,35317.1M $0.30 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 242,40120.1M $0.05 %as of Jul 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 238,12319.7M $0.53 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 232,49916.3M $0.01 %as of May 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 229,25116M $0.10 %as of Jun 30, 2026 ↗
THE HARTFORD MIDCAP VALUE FUND HARTFORD MUTUAL FUNDS, INC 226,19118.8M $1.55 %as of Jul 31, 2026 ↗
WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust 218,08315.2M $0.09 %as of Jun 30, 2026 ↗
Small Cap Equity Portfolio GLENMEDE FUND INC 213,25217.7M $1.70 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 198,23413.8M $0.01 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 196,01716.3M $0.10 %as of Jul 31, 2026 ↗
iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust 194,93513.6M $1.02 %as of Jun 30, 2026 ↗
Calvert Small Cap Fund Calvert Impact Fund, Inc. 194,76613.6M $1.06 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 185,94315.4M $0.04 %as of Jul 31, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 178,81012.5M $0.31 %as of Jun 30, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 173,06314.3M $0.96 %as of Jul 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 169,05511.9M $0.01 %as of May 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 161,14611.3M $0.02 %as of May 31, 2026 ↗
Value Line Small Cap Opportunities Fund, Inc. Value Line Small Cap Opportunities Fund, Inc. 156,63310.9M $1.32 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 154,59812.8M $0.09 %as of Jul 31, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 154,49410.8M $0.29 %as of Jun 30, 2026 ↗
Fidelity Advisor Small Cap Fund Fidelity Advisor Series I 149,10010.5M $0.44 %as of May 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 146,87210.2M $0.46 %as of Jun 30, 2026 ↗
Invesco Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) 142,0509.9M $0.79 %as of Jun 30, 2026 ↗
LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 141,4349.9M $1.31 %as of Jun 30, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 131,6209.2M $0.16 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 131,26210.9M $0.02 %as of Jul 31, 2026 ↗
Empower Mid Cap Value Fund EMPOWER FUNDS, INC. 131,0029.1M $0.84 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST 130,5099.1M $0.31 %as of Jun 30, 2026 ↗
Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust 129,20310.7M $0.74 %as of Jul 31, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 124,3648.7M $0.29 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 122,75710.2M $0.01 %as of Jul 31, 2026 ↗
Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I 122,6508.6M $0.37 %as of Jun 30, 2026 ↗
AMG GW&K Small Cap Core Fund AMG Funds 119,1128.3M $1.07 %as of Jun 30, 2026 ↗
AMG GW&K Small/Mid Cap Core Fund AMG Funds 118,3828.3M $1.00 %as of Jun 30, 2026 ↗
Heartland Value Plus Fund HEARTLAND GROUP INC. 112,5007.8M $2.37 %as of Jun 30, 2026 ↗
Mid Cap Index Fund VALIC Co I 112,2757.9M $0.30 %as of May 31, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 108,9227.6M $0.30 %as of May 31, 2026 ↗
Small Cap Dynamic Growth Fund John Hancock Funds II 107,8407.6M $1.44 %as of May 31, 2026 ↗
NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust 106,1307.4M $0.57 %as of Jun 30, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 106,0747.4M $0.39 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 106,0407.4M $0.28 %as of Jun 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 104,6467.3M $0.21 %as of Jun 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 104,3107.3M $0.02 %as of Jun 30, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 103,6998.6M $0.35 %as of Jul 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 102,7218.5M $0.06 %as of Jul 31, 2026 ↗
iShares U.S. Financials ETF iShares Trust 101,8938.4M $0.19 %as of Jul 31, 2026 ↗
Mid Cap Value Fund VALIC Co I 101,6387.1M $1.05 %as of May 31, 2026 ↗
Mid Cap Index Fund Northern Funds 99,7067M $0.29 %as of Jun 30, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 97,0738M $0.71 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 95,3186.7M $1.59 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 94,2116.6M $0.03 %as of May 31, 2026 ↗

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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.

FundWeight in fund
Monarch Dividend Plus Index ETF Northern Lights Fund Trust IV 3.05 %as of May 31, 2026 ↗
RMB SMID Cap Fund RMB Investors Trust 2.85 %as of Jun 30, 2026 ↗
Ancora Dividend Value Equity Fund ANCORA TRUST 2.70 %as of Jun 30, 2026 ↗
Heartland Value Plus Fund HEARTLAND GROUP INC. 2.37 %as of Jun 30, 2026 ↗
Harbor Mid Cap Value ETF Harbor ETF Trust 2.36 %as of Jul 31, 2026 ↗
Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ 2.33 %as of Jun 30, 2026 ↗
TRIBUTARY SMALL/MID CAP FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 2.33 %as of Jun 30, 2026 ↗
NYLIM Fiera SMID Growth Fund NYLIM FUNDS TRUST 2.23 %as of Jul 31, 2026 ↗
Tanaka Growth Fund TANAKA FUNDS INC 2.11 %as of May 31, 2026 ↗
Harbor SMID Cap Value ETF Harbor ETF Trust 2.02 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3459-2058,091,655+0.2 %
2026Q2479+557,996,971+50.2 %
2026Q1474+2038,604,461-3.0 %
2025Q4454-1339,786,062-9.6 %
2025Q3467-3844,005,641+0.1 %
2025Q2505+2943,962,526-1.7 %
2025Q1476+744,701,429-3.0 %
2024Q4469+246,079,136+1.3 %
2024Q3467+4145,486,765+1.0 %
2024Q2426+1545,054,761+6.9 %
2024Q1411-2542,142,803-4.7 %
2023Q443644,212,626

Institutional managers

619 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.14,487,4181.1B $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC8,469,863622.1M $as of Mar 31, 2026
FMR LLC8,136,211601.4M $as of Mar 31, 2026
STATE STREET CORP4,652,555343.9M $as of Mar 31, 2026
Boston Partners4,240,380313.5M $as of Mar 31, 2026
STIFEL FINANCIAL CORP3,775,258279.1M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP3,698,168273.4M $as of Mar 31, 2026
EARNEST PARTNERS LLC3,690,114272.8M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,851,460210.8M $as of Mar 31, 2026
Capital Research Global Investors2,797,955206.8M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.2,707,099339M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,616,616193.4M $as of Mar 31, 2026
MORGAN STANLEY1,974,628146M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,875,501138.6M $as of Mar 31, 2026
Fisher Asset Management, LLC1,687,811124.8M $as of Mar 31, 2026
NORTHERN TRUST CORP1,529,587113.1M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,462,639108.1M $as of Mar 31, 2026
Bank of New York Mellon Corp1,367,474101.1M $as of Mar 31, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC1,364,978100.9M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,333,38598.6M $as of Mar 31, 2026
GW&K Investment Management, LLC1,307,74596.7K $as of Mar 31, 2026
MARSHALL WACE, LLP1,292,47895.5M $as of Mar 31, 2026
Qube Research & Technologies Ltd1,264,45593.5M $as of Mar 31, 2026
Fiera Capital Corp1,225,14590.6M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.1,218,98290.1M $as of Mar 31, 2026

Declared shareholders of Stifel Financial Corp

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
AQR Capital Management, LLC and 1 other3.91 %6,001,400as of Jun 30, 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.

FundBond linesValue
Baird Aggregate Bond Fund149.4M $as of Jun 30, 2026
PIMCO Total Return Fund126.7M $as of Jun 30, 2026
Baird Intermediate Bond Fund114.7M $as of Jun 30, 2026
Oakmark Equity and Income Fund111.8M $as of Jun 30, 2026
PIMCO Investment Grade Credit Bond Fund19.5M $as of Jun 30, 2026
PGIM Strategic Bond Fund16.3M $as of May 29, 2026
Baird Core Plus Bond Fund16.1M $as of Jun 30, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND15.4M $as of May 31, 2026
PIMCO Long Duration Credit Bond Portfolio15.4M $as of Jun 30, 2026
Federated Hermes Total Return Bond Fund14.8M $as of May 31, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND14M $as of Jun 30, 2026
Multi-Manager Total Return Bond Strategies Fund13.6M $as of May 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND12.9M $as of Jun 30, 2026
iShares iBonds Dec 2030 Term Corporate ETF12.8M $as of Jul 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF12.5M $as of May 31, 2026
iShares Core U.S. Aggregate Bond ETF12.4M $as of May 31, 2026
Calvert Income Fund12.3M $as of Jun 30, 2026
MEDIUM-DURATION BOND FUND11.8M $as of Jun 30, 2026
PIMCO Total Return Fund IV11.3M $as of Jun 30, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF11.2M $as of Jun 30, 2026
PIMCO Long-Term Credit Bond Fund11.1M $as of Jun 30, 2026
EQ/Quality Bond PLUS Portfolio1870.9K $as of Jun 30, 2026
EQ/PIMCO Total Return ESG Portfolio1870.9K $as of Jun 30, 2026
iShares Broad USD Investment Grade Corporate Bond ETF1786.7K $as of May 31, 2026
Federated Hermes Corporate Bond Strategy Portfolio1677.1K $as of Jun 30, 2026
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Titelia. "Fund shareholders of Stifel Financial Corp". https://titelia.com/en/stocks/stifel-financial-corp-US8606301021