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
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 27,8621.9M $0.10 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 27,3422.3M $0.09 %as of Jul 31, 2026 ↗
Catholic Responsible Investments Small-Mid Cap Equity Fund Catholic Responsible Investments Funds 27,0642.2M $0.38 %as of Jul 31, 2026 ↗
JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust 27,0462.2M $0.09 %as of Jul 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 27,0222.2M $0.17 %as of Jul 31, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 26,8232.2M $0.24 %as of Jul 31, 2026 ↗
Monarch Dividend Plus Index ETF Northern Lights Fund Trust IV 26,4801.9M $3.05 %as of May 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 26,0291.8M $0.09 %as of Jun 30, 2026 ↗
Nationwide U.S. 130/30 Equity Portfolio Nationwide Mutual Funds 25,5612.1M $0.58 %as of Jul 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 25,3561.8M $0.13 %as of Jun 30, 2026 ↗
SmallCap Account Principal Variable Contract Funds, Inc 24,8501.7M $0.88 %as of Jun 30, 2026 ↗
RBC SMID Cap Growth Fund RBC Funds Trust 24,7001.7M $1.61 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 24,3931.7M $0.02 %as of May 31, 2026 ↗
Goldman Sachs Small/Mid Cap Equity Fund Goldman Sachs Trust 24,1231.7M $1.11 %as of May 31, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 23,9071.7M $0.21 %as of May 31, 2026 ↗
Nuveen Small/Mid Cap Value Fund Nuveen Investment Trust 23,5131.6M $1.24 %as of Jun 30, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 23,4811.9M $0.30 %as of Jul 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 23,2621.6M $0.02 %as of Jun 30, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 22,9871.6M $0.29 %as of Jun 30, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 22,8701.9M $0.30 %as of Jul 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 22,5591.6M $0.12 %as of May 31, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 22,5571.6M $0.25 %as of May 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 22,2921.8M $0.02 %as of Jul 31, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 22,2301.8M $0.36 %as of Jul 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 22,2241.6M $0.19 %as of Jun 30, 2026 ↗
Invesco V.I. Small Cap Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 22,2211.6M $0.79 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 21,9731.5M $0.20 %as of May 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 21,4141.5M $0.17 %as of Jun 30, 2026 ↗
The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC 21,2451.8M $0.63 %as of Jul 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 20,4931.7M $0.05 %as of Jul 31, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 20,4861.7M $0.35 %as of Jul 31, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 20,4141.4M $0.34 %as of Jun 30, 2026 ↗
Hartford Alpha Capture Value ETF Hartford Funds Exchange-Traded Trust 20,3721.7M $0.94 %as of Jul 31, 2026 ↗
Bridge Builder Large Cap Growth Fund Bridge Builder Trust 20,3471.4M $0.00 %as of Jun 30, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 20,0761.4M $0.29 %as of Jun 30, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 19,4481.4M $0.32 %as of May 31, 2026 ↗
AMG GW&K Small Cap Value Fund AMG Funds 19,2661.3M $0.56 %as of Jun 30, 2026 ↗
LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 19,2221.3M $0.09 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 19,0171.3M $0.11 %as of Jun 30, 2026 ↗
TIFF MULTI-ASSET FUND TIFF Multi-Asset Fund 18,9101.3M $0.09 %as of Jun 30, 2026 ↗
AQR Multi-Asset Fund AQR Funds 18,3211.3M $0.05 %as of Jun 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 18,1611.3M $0.12 %as of Jun 30, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 18,1331.3M $0.40 %as of Jun 30, 2026 ↗
Adasina Social Justice All Cap Global ETF Tidal Trust I 18,1051.3M $0.38 %as of May 31, 2026 ↗
NVIT Jacobs Levy Large Cap Core Fund Nationwide Variable Insurance Trust 18,0291.3M $0.49 %as of Jun 30, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 18,0001.5M $1.88 %as of Jul 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 17,7961.2M $0.02 %as of Jun 30, 2026 ↗
Sit Small Cap Growth Fund SIT MUTUAL FUNDS INC 17,7001.2M $0.85 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 17,1171.4M $0.18 %as of Jul 31, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 16,8901.4M $0.36 %as of Jul 31, 2026 ↗
Ancora Dividend Value Equity Fund ANCORA TRUST 16,6001.2M $2.70 %as of Jun 30, 2026 ↗
Nomura VIP Opportunity Series Delaware VIP Trust 16,3351.1M $1.31 %as of Jun 30, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 16,2001.1M $0.17 %as of Jun 30, 2026 ↗
Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series 15,8011.3M $0.11 %as of Jul 31, 2026 ↗
MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND 15,4201.1M $0.81 %as of Jun 30, 2026 ↗
NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust 15,1661.1M $0.75 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 14,6591M $0.14 %as of Jun 30, 2026 ↗
Transamerica Small Cap Value TRANSAMERICA FUNDS 14,5251.2M $1.07 %as of Jul 31, 2026 ↗
VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc 14,275996K $0.10 %as of Jun 30, 2026 ↗
AQR Alternative Risk Premia Fund AQR Funds 14,184989.6K $0.14 %as of Jun 30, 2026 ↗
NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust 13,225922.7K $0.51 %as of Jun 30, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 13,215922K $0.18 %as of Jun 30, 2026 ↗
AQR Trend Total Return Fund AQR Funds 13,112914.8K $0.23 %as of Jun 30, 2026 ↗
Calamos Growth Fund CALAMOS INVESTMENT TRUST/IL 13,1061.1M $0.06 %as of Jul 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,0991.1M $0.04 %as of Jul 31, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 13,0001.1M $0.08 %as of Jul 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 12,8961.1M $0.12 %as of Jul 31, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 12,494871.7K $0.27 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 12,461874.1K $0.01 %as of May 31, 2026 ↗
Invesco Global Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) 12,353861.9K $0.48 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 12,348861.5K $0.14 %as of Jun 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 12,205856.2K $0.02 %as of May 31, 2026 ↗
Tanaka Growth Fund TANAKA FUNDS INC 11,940837.6K $2.11 %as of May 31, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 11,852982.6K $0.35 %as of Jul 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 11,530804.4K $0.02 %as of Jun 30, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 11,530804.4K $0.07 %as of Jun 30, 2026 ↗
Boston Partners Long/Short Equity Fund RBB Fund, Inc. 11,456803.6K $0.65 %as of May 31, 2026 ↗
Kennedy Capital ESG SMID Cap Fund INVESTMENT MANAGERS SERIES TRUST II 11,442798.3K $0.86 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 11,390944.3K $0.14 %as of Jul 31, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 11,350791.9K $0.29 %as of Jun 30, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 10,686886K $0.05 %as of Jul 31, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 10,370727.5K $0.37 %as of May 31, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 10,352858.3K $0.04 %as of Jul 31, 2026 ↗
TRIBUTARY SMALL/MID CAP FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 10,161708.9K $2.33 %as of Jun 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,909821.6K $0.13 %as of Jul 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,814684.7K $0.04 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 9,779682.3K $0.01 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 9,730678.9K $0.03 %as of Jun 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 9,596669.5K $0.02 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 9,420781K $0.02 %as of Jul 31, 2026 ↗
MML VIP Franklin Templeton Equity Fund MML Series Investment Fund II 9,400655.8K $0.07 %as of Jun 30, 2026 ↗
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 9,288770.1K $0.34 %as of Jul 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 9,255645.7K $0.18 %as of Jun 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 9,235647.8K $0.10 %as of May 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 9,024748.2K $0.03 %as of Jul 31, 2026 ↗
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 8,979626.5K $0.20 %as of Jun 30, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 8,868618.7K $0.57 %as of Jun 30, 2026 ↗
DANA EPIPHANY SMALL CAP EQUITY FUND Valued Advisers Trust 8,540708.1K $1.98 %as of Jul 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 8,307688.7K $0.35 %as of Jul 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 8,272577.1K $0.01 %as of Jun 30, 2026 ↗

Download this table: CSV, JSON

Report an error

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
Cite this page

Titelia. "Fund shareholders of Stifel Financial Corp". https://titelia.com/en/stocks/stifel-financial-corp-US8606301021