Titelia

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
FundSharesValueWeight in fund
AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 93,1446.9M $1.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 91,5096.8M $1.63 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 89,8387.1M $0.02 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 88,9766.6M $0.02 %as of Feb 28, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 88,6656.6M $0.02 %as of Mar 31, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 87,3106.9M $1.06 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 86,4996.4M $0.03 %as of Feb 28, 2026 ↗
Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 86,3246.4M $0.87 %as of Mar 31, 2026 ↗
VOYA MIDCAP OPPORTUNITIES FUND Voya Equity Trust 84,7796.3M $0.97 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 82,8386.1M $0.01 %as of Mar 31, 2026 ↗
LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 82,7886.1M $1.62 %as of Mar 31, 2026 ↗
iShares U.S. Financials ETF iShares Trust 81,6966.4M $0.19 %as of Apr 30, 2026 ↗
Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I 81,1506M $0.36 %as of Mar 31, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 80,7976M $0.20 %as of Mar 31, 2026 ↗
Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST 80,5396.3M $1.23 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 80,2495.9M $0.04 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 78,8936.2M $0.02 %as of Apr 30, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 76,9446.1M $0.20 %as of Apr 30, 2026 ↗
AQR Multi-Asset Fund AQR Funds 76,6535.7M $0.25 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 76,6205.7M $0.35 %as of Feb 28, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 76,4746M $0.04 %as of Apr 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 76,2495.6M $0.19 %as of Mar 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 74,5865.5M $0.23 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 74,2635.9M $0.16 %as of Apr 30, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 71,8325.3M $0.02 %as of Mar 31, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 70,9215.2M $0.35 %as of Mar 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 70,7285.2M $0.35 %as of Mar 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 70,7255.6M $0.24 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 69,9015.2M $0.02 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 68,8715.4M $0.23 %as of Apr 30, 2026 ↗
Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust 68,5705.1M $0.09 %as of Mar 31, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 66,5244.9M $0.45 %as of Feb 28, 2026 ↗
NYLI Fiera SMID Growth Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 64,3025.1M $2.18 %as of Apr 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 64,2354.8M $0.20 %as of Feb 28, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 63,8994.7M $0.33 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 63,0124.7M $0.00 %as of Mar 31, 2026 ↗
Optimum Small-Mid Cap Growth Fund Optimum Fund Trust 62,5684.6M $0.61 %as of Mar 31, 2026 ↗
HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC 62,2964.6M $0.87 %as of Mar 31, 2026 ↗
SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST 62,0304.9M $1.00 %as of Apr 30, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 61,6324.9M $0.35 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 61,5634.9M $0.24 %as of Apr 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 60,3444.8M $0.04 %as of Apr 30, 2026 ↗
Nomura Smid Cap Core Fund IVY FUNDS 60,3214.5M $1.28 %as of Mar 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 60,2534.5M $0.30 %as of Mar 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 59,7974.4M $0.77 %as of Mar 31, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 58,3384.6M $0.35 %as of Apr 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 57,6714.3M $0.16 %as of Mar 31, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 57,4874.2M $0.35 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 56,6244.2M $0.31 %as of Feb 28, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 56,5294.2M $0.02 %as of Mar 31, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 55,7964.1M $0.18 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 55,1554.1M $0.04 %as of Feb 28, 2026 ↗
Calamos Growth Fund CALAMOS INVESTMENT TRUST/IL 55,0364.3M $0.25 %as of Apr 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 54,8734.3M $0.03 %as of Apr 30, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 54,1684M $0.34 %as of Mar 31, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 53,6744M $0.36 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 53,5814.2M $0.17 %as of Apr 30, 2026 ↗
Mid-Cap Value Portfolio PACIFIC SELECT FUND 53,2993.9M $0.98 %as of Mar 31, 2026 ↗
NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust 52,5953.9M $0.43 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 52,1743.9M $0.15 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 51,8084.1M $0.04 %as of Apr 30, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 51,7533.8M $0.34 %as of Mar 31, 2026 ↗
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. 51,7503.8M $0.09 %as of Mar 31, 2026 ↗
Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I 51,6763.8M $1.17 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 51,39836.2M SEK0.13 %as of Mar 31, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 50,4804M $0.07 %as of Apr 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 48,8233.8M $0.02 %as of Apr 30, 2026 ↗
Harbor Mid Cap Fund HARBOR FUNDS 47,0753.7M $1.78 %as of Apr 30, 2026 ↗
MOA SMALL CAP VALUE FUND MoA Funds Corp 46,9473.5M $0.95 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 46,8173.7M $0.02 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 46,7033.7M $0.04 %as of Apr 30, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 46,2143.6M $0.18 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 45,0763.6M $0.07 %as of Apr 30, 2026 ↗
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 44,6093.3M $0.35 %as of Mar 31, 2026 ↗
TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio 44,0893.5M $1.90 %as of Apr 30, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 43,1233.4M $0.32 %as of Apr 30, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 42,7443.2M $0.91 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 41,6133.1M $0.02 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 40,6173.2M $0.14 %as of Apr 30, 2026 ↗
NAA SMID CAP VALUE FUND New Age Alpha Funds Trust 40,5293M $1.06 %as of Mar 31, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 39,0003.1M $0.47 %as of Apr 30, 2026 ↗
First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III 37,7013M $0.13 %as of Apr 30, 2026 ↗
Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II 37,1292.7M $1.21 %as of Mar 31, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 35,7542.6M $0.35 %as of Mar 31, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 34,3582.5M $0.35 %as of Mar 31, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 34,1002.5M $0.48 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 33,8732.7M $0.28 %as of Apr 30, 2026 ↗
Empower Small Cap Growth Fund EMPOWER FUNDS, INC. 33,4642.5M $1.08 %as of Mar 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 33,4212.5M $0.30 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 33,3112.5M $0.02 %as of Feb 28, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 33,2862.6M $0.02 %as of Apr 30, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 32,7782.4M $0.21 %as of Feb 28, 2026 ↗
Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios 32,6112.4M $1.26 %as of Mar 31, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 32,3602.4M $0.27 %as of Feb 28, 2026 ↗
AMG GW&K Small Cap Growth Fund AMG Funds IV 31,2642.5M $1.18 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 30,9792.3M $0.02 %as of Mar 31, 2026 ↗
Harbor PanAgora Dynamic Large Cap Core ETF Harbor ETF Trust 30,3942.4M $0.31 %as of Apr 30, 2026 ↗
First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 29,8972.2M $0.30 %as of Mar 31, 2026 ↗
Global Equity Fund RUSSELL INVESTMENT CO 29,6942.3M $0.06 %as of Apr 30, 2026 ↗
Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust 29,4732.2M $1.75 %as of Mar 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
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.

QuarterShareholdersChangeSharesChange
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 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.

ShareholderDeclared stakeShares
AQR Capital Management, LLC and 1 other5.47 %8,469,863as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.04 %7,812,978as 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.

FundBond linesValue
Baird Aggregate Bond Fund149.7M $as of Mar 31, 2026
PIMCO Total Return Fund126.8M $as of Mar 31, 2026
Baird Intermediate Bond Fund114.8M $as of Mar 31, 2026
Oakmark Equity and Income Fund111.9M $as of Mar 31, 2026
PIMCO Investment Grade Credit Bond Fund19.5M $as of Mar 31, 2026
PGIM Strategic Bond Fund16.4M $as of Feb 27, 2026
Baird Core Plus Bond Fund16.1M $as of Mar 31, 2026
PIMCO Long Duration Credit Bond Portfolio15.4M $as of Mar 31, 2026
Federated Hermes Total Return Bond Fund14.9M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND14M $as of Mar 31, 2026
Multi-Manager Total Return Bond Strategies Fund13.7M $as of Feb 28, 2026
VANGUARD SHORT-TERM BOND INDEX FUND12.9M $as of Mar 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND12.7M $as of Feb 28, 2026
iShares Core U.S. Aggregate Bond ETF12.5M $as of Feb 28, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF12.4M $as of Feb 28, 2026
iShares iBonds Dec 2030 Term Corporate ETF12.4M $as of Apr 30, 2026
Calvert Income Fund12.4M $as of Mar 31, 2026
MEDIUM-DURATION BOND FUND11.8M $as of Mar 31, 2026
PIMCO Total Return Fund IV11.3M $as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF11.2M $as of Mar 31, 2026
PIMCO Long-Term Credit Bond Fund11.1M $as of Mar 31, 2026
EQ/Quality Bond PLUS Portfolio1872.6K $as of Mar 31, 2026
EQ/PIMCO Total Return ESG Portfolio1872.6K $as of Mar 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF1799.8K $as of Feb 28, 2026
JPMorgan BetaBuilders U.S. Aggregate Bond ETF1723.8K $as of Feb 28, 2026
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Titelia. "Fund shareholders of Stifel Financial Corp". https://titelia.com/en/stocks/stifel-financial-corp-US8606301021