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
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 92,9397.7M $0.02 %as of Jul 31, 2026 ↗
AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 91,1486.4M $0.83 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 90,4126.3M $0.01 %as of May 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 88,6656.2M $0.02 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 84,1085.9M $0.32 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 83,7176.9M $0.02 %as of Jul 31, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 82,6885.8M $0.35 %as of Jun 30, 2026 ↗
Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST 82,3226.8M $1.34 %as of Jul 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 81,1866.7M $0.16 %as of Jul 31, 2026 ↗
RMB SMID Cap Fund RMB Investors Trust 80,5385.6M $2.85 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 79,5115.5M $0.01 %as of Jun 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 77,6535.4M $0.19 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 76,6485.4M $0.03 %as of May 31, 2026 ↗
Fidelity Enhanced Mid Cap Core ETF Fidelity Covington Trust 76,2565.3M $0.07 %as of Jun 30, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 75,3696.2M $0.20 %as of Jul 31, 2026 ↗
Nomura Smid Cap Core Fund IVY FUNDS 74,5135.2M $1.31 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 73,6576.1M $0.26 %as of Jul 31, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 73,3445.1M $0.02 %as of Jun 30, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 73,2346.1M $0.91 %as of Jul 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 73,0476.1M $0.24 %as of Jul 31, 2026 ↗
iShares Russell 2500 ETF iShares Trust 71,7145M $0.14 %as of Jun 30, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 71,0255M $0.29 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 70,2144.9M $0.01 %as of Jun 30, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 70,0204.9M $0.29 %as of Jun 30, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 68,6674.8M $0.44 %as of May 31, 2026 ↗
Mid-Cap Value Portfolio PACIFIC SELECT FUND 66,8534.7M $0.86 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 66,6445.5M $0.27 %as of Jul 31, 2026 ↗
Optimum Small-Mid Cap Growth Fund Optimum Fund Trust 66,2834.6M $0.49 %as of Jun 30, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 65,5884.6M $0.14 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 64,4094.5M $0.00 %as of Jun 30, 2026 ↗
Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 64,0845.3M $1.05 %as of Jul 31, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 63,8624.5M $0.18 %as of Jun 30, 2026 ↗
SMALLCAP World Fund AMERICAN FUNDS INSURANCE SERIES 63,2194.4M $0.17 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 62,8844.4M $0.18 %as of May 31, 2026 ↗
Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 62,3784.4M $0.48 %as of Jun 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 59,7974.2M $0.65 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 59,6414.2M $0.03 %as of May 31, 2026 ↗
VanEck Morningstar SMID Moat ETF VanEck ETF Trust 59,5464.2M $1.24 %as of Jun 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 58,8894.9M $0.03 %as of Jul 31, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 58,6484.9M $0.35 %as of Jul 31, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 58,1264.1M $0.29 %as of May 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 57,6334M $0.02 %as of Jun 30, 2026 ↗
SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST 57,4404.8M $0.97 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 56,5624.7M $0.18 %as of Jul 31, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 55,6854.6M $0.35 %as of Jul 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 54,8734.5M $0.03 %as of Jul 31, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 54,6673.8M $0.29 %as of Jun 30, 2026 ↗
NYLIM Fiera SMID Growth Fund NYLIM FUNDS TRUST 54,0964.5M $2.23 %as of Jul 31, 2026 ↗
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 53,4133.7M $0.44 %as of Jun 30, 2026 ↗
JNL/T. Rowe Price Mid-Cap Growth Fund JNL Series Trust 53,2383.7M $0.09 %as of Jun 30, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 53,1223.7M $0.28 %as of Jun 30, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 52,6003.7M $0.29 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 52,3743.7M $0.12 %as of Jun 30, 2026 ↗
Harbor Mid Cap Fund HARBOR FUNDS 51,4084.3M $1.82 %as of Jul 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 51,39836.2M SEK0.13 %as of Mar 31, 2026 ↗
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. 51,1493.6M $0.07 %as of Jun 30, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 50,4873.5M $0.28 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 50,3134.2M $0.03 %as of Jul 31, 2026 ↗
Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I 49,7383.5M $0.96 %as of Jun 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 48,8234M $0.02 %as of Jul 31, 2026 ↗
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 47,2503.3M $0.18 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 46,5783.9M $0.07 %as of Jul 31, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 46,2343.8M $0.18 %as of Jul 31, 2026 ↗
HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC 46,1113.2M $0.48 %as of Jun 30, 2026 ↗
MOA SMALL CAP VALUE FUND MoA Funds Corp 45,9313.2M $0.78 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 45,5443.8M $0.02 %as of Jul 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 44,9643.7M $0.04 %as of Jul 31, 2026 ↗
LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 44,9553.1M $0.71 %as of Jun 30, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 44,9053.7M $0.06 %as of Jul 31, 2026 ↗
TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio 44,7683.7M $1.97 %as of Jul 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 44,2893.7M $0.27 %as of Jul 31, 2026 ↗
LVIP State Street Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 42,9093M $0.29 %as of Jun 30, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 41,6292.9M $0.34 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 41,2982.9M $0.01 %as of Jun 30, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 41,1932.9M $0.23 %as of May 31, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 41,1402.9M $0.71 %as of Jun 30, 2026 ↗
Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios 41,0292.9M $1.31 %as of Jun 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 39,6413.3M $0.14 %as of Jul 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 38,7052.7M $0.16 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 38,6153.2M $0.03 %as of Jul 31, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 37,2503.1M $0.47 %as of Jul 31, 2026 ↗
NAA SMID CAP VALUE FUND New Age Alpha Funds Trust 37,1012.6M $0.85 %as of Jun 30, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 35,1042.4M $0.29 %as of Jun 30, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 34,0652.4M $0.29 %as of Jun 30, 2026 ↗
Harbor PanAgora Dynamic Large Cap Core ETF Harbor ETF Trust 33,9482.8M $0.33 %as of Jul 31, 2026 ↗
Empower Small Cap Growth Fund EMPOWER FUNDS, INC. 33,7832.4M $0.91 %as of Jun 30, 2026 ↗
Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II 33,7792.4M $0.96 %as of Jun 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 33,5572.3M $0.25 %as of Jun 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 33,5292.4M $0.02 %as of May 31, 2026 ↗
First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 32,9882.3M $0.31 %as of Jun 30, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 32,9002.3M $0.41 %as of Jun 30, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 32,0452.2M $0.27 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 32,0422.7M $0.27 %as of Jul 31, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 31,9412.6M $0.42 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 31,3792.2M $0.02 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 30,2082.5M $0.09 %as of Jul 31, 2026 ↗
AMG GW&K Small Cap Growth Fund AMG Funds IV 29,5382.4M $1.20 %as of Jul 31, 2026 ↗
Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust 29,4392.1M $1.56 %as of Jun 30, 2026 ↗
Global Equity Fund RUSSELL INVESTMENT CO 28,4772.4M $0.06 %as of Jul 31, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 28,2322M $0.29 %as of Jun 30, 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