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
VanEck Morningstar SMID Moat ETF VanEck ETF Trust 28,9422.1M $0.67 %as of Mar 31, 2026 ↗
The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC 28,9232.3M $0.75 %as of Apr 30, 2026 ↗
RBC SMID Cap Growth Fund RBC Funds Trust 28,5602.1M $1.91 %as of Mar 31, 2026 ↗
Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds 28,4902.2M $0.12 %as of Apr 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 28,4132.2M $0.09 %as of Apr 30, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 28,0932.1M $0.34 %as of Mar 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 27,0592M $0.15 %as of Mar 31, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 26,0862.1M $0.36 %as of Apr 30, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 26,0291.9M $0.11 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 25,9842M $0.09 %as of Apr 30, 2026 ↗
JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust 25,5682M $0.09 %as of Apr 30, 2026 ↗
Nationwide U.S. 130/30 Equity Portfolio Nationwide Mutual Funds 25,5612M $0.54 %as of Apr 30, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 25,5331.9M $0.25 %as of Mar 31, 2026 ↗
SmallCap Account Principal Variable Contract Funds, Inc 25,4501.9M $1.11 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 25,2061.9M $0.11 %as of Mar 31, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 24,8932M $0.32 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 24,5841.8M $0.02 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 24,5111.9M $0.16 %as of Apr 30, 2026 ↗
Goldman Sachs Small/Mid Cap Equity Fund Goldman Sachs Trust 24,1231.8M $1.25 %as of Feb 28, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 24,0481.8M $0.35 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 23,3691.7M $0.24 %as of Feb 28, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 23,2621.7M $0.02 %as of Mar 31, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 23,2171.8M $0.35 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 22,7601.7M $0.14 %as of Feb 28, 2026 ↗
LS OPPORTUNITY FUND Valued Advisers Trust 22,5001.7M $1.76 %as of Feb 28, 2026 ↗
Nuveen Small/Mid Cap Value Fund Nuveen Investment Trust 22,3401.7M $1.49 %as of Mar 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 22,2241.6M $0.23 %as of Mar 31, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 22,1301.7M $0.29 %as of Apr 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 22,0751.7M $0.02 %as of Apr 30, 2026 ↗
Invesco V.I. Small Cap Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 21,9291.6M $1.03 %as of Mar 31, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 21,5761.6M $0.36 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 21,4141.6M $0.21 %as of Mar 31, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 20,9831.7M $0.35 %as of Apr 30, 2026 ↗
Hartford Alpha Capture Value ETF Hartford Funds Exchange-Traded Trust 20,3881.6M $0.93 %as of Apr 30, 2026 ↗
Bridge Builder Large Cap Growth Fund Bridge Builder Trust 20,3471.5M $0.01 %as of Mar 31, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 19,9761.5M $0.54 %as of Mar 31, 2026 ↗
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 19,8381.5M $0.54 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 19,5381.4M $0.42 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 19,3591.4M $0.28 %as of Feb 28, 2026 ↗
AMG GW&K Small Cap Value Fund AMG Funds 19,3121.4M $0.71 %as of Mar 31, 2026 ↗
LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 19,2221.4M $0.11 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 19,0171.4M $0.14 %as of Mar 31, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 18,9331.4M $0.35 %as of Feb 28, 2026 ↗
TIFF MULTI-ASSET FUND TIFF Investment Program 18,9101.4M $0.10 %as of Mar 31, 2026 ↗
NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust 18,4461.4M $1.06 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 18,1441.3M $0.15 %as of Mar 31, 2026 ↗
NVIT Jacobs Levy Large Cap Core Fund Nationwide Variable Insurance Trust 18,0291.3M $0.59 %as of Mar 31, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 18,0001.4M $1.75 %as of Apr 30, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 17,7961.3M $0.02 %as of Mar 31, 2026 ↗
Sit Small Cap Growth Fund SIT MUTUAL FUNDS INC 17,7001.3M $1.05 %as of Mar 31, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 17,4991.4M $0.35 %as of Apr 30, 2026 ↗
RMB SMID Cap Fund RMB Investors Trust 17,3711.3M $2.17 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 17,2801.3M $0.02 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 16,9911.3M $0.17 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 16,8821.2M $0.03 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 16,8351.2M $0.03 %as of Feb 28, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 16,7091.2M $0.21 %as of Mar 31, 2026 ↗
Ancora Dividend Value Equity Fund ANCORA TRUST 16,6581.2M $2.86 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 16,6151.2M $0.02 %as of Mar 31, 2026 ↗
MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND 16,6081.2M $1.02 %as of Mar 31, 2026 ↗
Zacks Small/Mid Cap ETF Zacks Trust 16,0021.2M $0.58 %as of Feb 28, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 15,9021.2M $0.01 %as of Mar 31, 2026 ↗
Adasina Social Justice All Cap Global ETF Tidal Trust I 15,7051.2M $0.43 %as of Feb 28, 2026 ↗
Transamerica Small Cap Value TRANSAMERICA FUNDS 14,4751.1M $1.10 %as of Apr 30, 2026 ↗
VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc 14,2751.1M $0.12 %as of Mar 31, 2026 ↗
First Trust Dorsey Wright Momentum & Dividend ETF First Trust Exchange-Traded Fund VI 14,1761M $1.67 %as of Mar 31, 2026 ↗
AQR Alternative Risk Premia Fund AQR Funds 13,9641M $0.21 %as of Mar 31, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 13,5001.1M $0.09 %as of Apr 30, 2026 ↗
NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust 13,483996.7K $0.62 %as of Mar 31, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 13,474996K $0.34 %as of Mar 31, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 13,281983.5K $0.52 %as of Feb 28, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 13,146971.8K $0.03 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,0991M $0.04 %as of Apr 30, 2026 ↗
Nomura VIP Opportunity Series Delaware VIP Trust 12,538926.8K $1.25 %as of Mar 31, 2026 ↗
Calamos Timpani SMID Growth Fund CALAMOS INVESTMENT TRUST/IL 12,536988K $2.08 %as of Apr 30, 2026 ↗
Invesco Global Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) 12,492923.4K $0.59 %as of Mar 31, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 12,321910.8K $0.24 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 12,306911.3K $0.11 %as of Feb 28, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 12,279967.7K $0.07 %as of Apr 30, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 12,122955.3K $0.34 %as of Apr 30, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 12,018888.4K $0.09 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 11,943884.4K $0.02 %as of Feb 28, 2026 ↗
Tanaka Growth Fund TANAKA FUNDS INC 11,940884.2K $2.38 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 11,902938K $0.02 %as of Apr 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 11,768871.4K $0.02 %as of Feb 28, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 11,767927.4K $0.03 %as of Apr 30, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 11,530908.7K $0.05 %as of Apr 30, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 11,530852.3K $0.02 %as of Mar 31, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 11,240830.9K $0.34 %as of Mar 31, 2026 ↗
AQR Trend Total Return Fund AQR Funds 11,135823.1K $0.40 %as of Mar 31, 2026 ↗
Boston Partners Long/Short Equity Fund RBB Fund, Inc. 10,967812.1K $0.74 %as of Feb 28, 2026 ↗
First Trust Dorsey Wright Momentum & Value ETF First Trust Exchange-Traded Fund VI 10,927807.7K $1.97 %as of Mar 31, 2026 ↗
AQR MS Fusion HV Fund AQR Funds 10,592783K $1.34 %as of Mar 31, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 10,352815.8K $0.04 %as of Apr 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 10,182752.7K $0.16 %as of Mar 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,909780.9K $0.13 %as of Apr 30, 2026 ↗
MML Equity Fund MML Series Investment Fund II 9,900731.8K $0.08 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,814725.5K $0.04 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 9,806772.8K $0.12 %as of Apr 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 9,730719.2K $0.04 %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