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
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 8,148568.5K $0.02 %as of Jun 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 8,030560.3K $0.14 %as of Jun 30, 2026 ↗
iShares Core Dividend ETF iShares Trust 7,990662.5K $0.04 %as of Jul 31, 2026 ↗
Sit Small Cap Dividend Growth Fund SIT MUTUAL FUNDS INC 7,950554.7K $1.01 %as of Jun 30, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 7,703537.4K $0.07 %as of Jun 30, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 7,560530.3K $0.06 %as of May 31, 2026 ↗
Lazard US Small Cap Equity Select Portfolio LAZARD FUNDS INC 7,370514.2K $1.35 %as of Jun 30, 2026 ↗
YORKTOWN GROWTH FUND American Pension Investors Trust 7,350609.4K $0.50 %as of Jul 31, 2026 ↗
Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust 7,317606.7K $0.08 %as of Jul 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 7,204502.6K $0.03 %as of Jun 30, 2026 ↗
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 7,005488.7K $0.08 %as of Jun 30, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 6,993490.6K $0.12 %as of May 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 6,850567.9K $0.20 %as of Jul 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 6,794563.3K $0.03 %as of Jul 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 6,787476.1K $0.06 %as of May 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 6,694555K $0.10 %as of Jul 31, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 6,691466.8K $0.09 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,586459.5K $0.05 %as of Jun 30, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 6,577458.9K $0.07 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 6,558543.7K $0.01 %as of Jul 31, 2026 ↗
AB Small Cap Growth Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 6,530455.6K $0.79 %as of Jun 30, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 6,369528.1K $0.02 %as of Jul 31, 2026 ↗
Goldman Sachs U.S. Equity Insights Fund Goldman Sachs Trust 6,138508.9K $0.04 %as of Jul 31, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 5,769404.7K $0.03 %as of May 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 5,758477.4K $0.01 %as of Jul 31, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 5,724399.4K $0.05 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 5,644395.9K $0.01 %as of May 31, 2026 ↗
Penn Series SMID Cap Value Fund Penn Series Funds Inc 5,566388.3K $0.82 %as of Jun 30, 2026 ↗
NAA MID GROWTH FUND New Age Alpha Funds Trust 5,542386.7K $0.51 %as of Jun 30, 2026 ↗
Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust 5,439450.9K $0.36 %as of Jul 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 5,385375.7K $0.01 %as of Jun 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 5,381375.4K $0.02 %as of Jun 30, 2026 ↗
Trillium ESG Small/Mid Cap Fund Perpetual Americas Funds Trust 5,373374.9K $1.11 %as of Jun 30, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 5,280368.4K $0.02 %as of Jun 30, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 5,269369.6K $0.23 %as of May 31, 2026 ↗
American Century U.S. Quality Value ETF American Century ETF Trust 5,233367.1K $0.11 %as of May 31, 2026 ↗
Unusual Whales Subversive Republican Trading ETF Tidal Trust I 5,099355.8K $0.40 %as of Jun 30, 2026 ↗
Columbia Research Enhanced Value ETF Columbia ETF Trust I 5,089421.9K $0.13 %as of Jul 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 5,053354.5K $0.02 %as of May 31, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 4,946347K $0.30 %as of May 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 4,897341.7K $0.01 %as of Jun 30, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 4,884404.9K $0.05 %as of Jul 31, 2026 ↗
WBI BullBear Value 3000 ETF Absolute Shares Trust 4,843337.9K $1.44 %as of Jun 30, 2026 ↗
LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,804335.2K $0.05 %as of Jun 30, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 4,799334.8K $0.14 %as of Jun 30, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 4,771334.7K $0.07 %as of May 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 4,730331.8K $0.04 %as of May 31, 2026 ↗
AQR MS Fusion HV Fund AQR Funds 4,584319.8K $0.46 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 4,572379.1K $0.03 %as of Jul 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 4,523315.6K $0.03 %as of Jun 30, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,500315.7K $0.02 %as of May 31, 2026 ↗
MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS 4,500314K $0.07 %as of Jun 30, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 4,493313.5K $0.03 %as of Jun 30, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 4,096285.8K $0.03 %as of Jun 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 3,831267.3K $0.04 %as of Jun 30, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 3,780263.7K $0.07 %as of Jun 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 3,777313.2K $0.01 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 3,750261.6K $0.08 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 3,743261.1K $0.01 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 3,721308.5K $0.03 %as of Jul 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 3,678256.6K $0.01 %as of Jun 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 3,509246.2K $0.03 %as of May 31, 2026 ↗
First Trust SMID Growth Strength ETF First Trust Exchange-Traded Fund VI 3,390236.5K $0.83 %as of Jun 30, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 3,357234.2K $0.07 %as of Jun 30, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 3,339276.8K $0.01 %as of Jul 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 3,294231.1K $0.03 %as of May 31, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 3,284229.1K $0.01 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 3,276228.6K $0.02 %as of Jun 30, 2026 ↗
JNL/Morningstar SMID Moat Focus Index Fund JNL Series Trust 3,215224.3K $1.24 %as of Jun 30, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 3,209266.1K $0.01 %as of Jul 31, 2026 ↗
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 3,128219.4K $0.37 %as of May 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 3,067214K $0.01 %as of Jun 30, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 3,048252.7K $0.19 %as of Jul 31, 2026 ↗
Calamos Timpani SMID Growth Fund CALAMOS INVESTMENT TRUST/IL 3,009249.5K $0.56 %as of Jul 31, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 2,875200.6K $0.01 %as of Jun 30, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 2,872200.4K $0.03 %as of Jun 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 2,847199.7K $0.03 %as of May 31, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 2,847198.6K $0.03 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 2,822196.9K $0.03 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,763192.8K $0.01 %as of Jun 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 2,750191.9K $0.01 %as of Jun 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 2,671186.4K $0.00 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 2,658186.5K $0.01 %as of May 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 2,538177.1K $0.02 %as of Jun 30, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 2,520175.8K $0.09 %as of Jun 30, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 2,517175.6K $0.02 %as of Jun 30, 2026 ↗
NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 2,427169.3K $0.19 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 2,356164.4K $0.01 %as of Jun 30, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 2,337163.1K $0.04 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 2,328162.4K $0.16 %as of Jun 30, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 2,268158.2K $0.01 %as of Jun 30, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 2,253186.8K $0.27 %as of Jul 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 2,217154.7K $0.02 %as of Jun 30, 2026 ↗
First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII 2,177152.7K $0.09 %as of May 31, 2026 ↗
M Large Cap Value Fund NORTHERN LIGHTS FUND TRUST II 2,100146.5K $0.07 %as of Jun 30, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,053170.2K $0.10 %as of Jul 31, 2026 ↗
T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. 1,800126.3K $0.01 %as of May 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 1,798126.1K $0.03 %as of May 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 1,740122.1K $0.11 %as of May 31, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 1,688117.8K $0.04 %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