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
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 9,552706.1K $0.72 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 9,420742.4K $0.02 %as of Apr 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 9,255684.1K $0.22 %as of Mar 31, 2026 ↗
TRIBUTARY SMALL/MID CAP FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 9,051669K $2.34 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 9,024711.2K $0.03 %as of Apr 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 8,950705.3K $0.02 %as of Apr 30, 2026 ↗
Kennedy Capital ESG SMID Cap Fund INVESTMENT MANAGERS SERIES TRUST II 8,892657.3K $0.90 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 8,884656.7K $0.02 %as of Mar 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 8,307654.7K $0.35 %as of Apr 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 8,305613.9K $0.17 %as of Mar 31, 2026 ↗
Sit Small Cap Dividend Growth Fund SIT MUTUAL FUNDS INC 7,950587.7K $1.23 %as of Mar 31, 2026 ↗
Lazard US Small Cap Equity Select Portfolio LAZARD FUNDS INC 7,698569K $1.75 %as of Mar 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 7,403547.2K $0.09 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 7,366580.5K $1.72 %as of Apr 30, 2026 ↗
YORKTOWN GROWTH FUND American Pension Investors Trust 7,350579.3K $0.48 %as of Apr 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,229569.7K $0.07 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 7,204532.5K $0.04 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 7,183531K $0.02 %as of Mar 31, 2026 ↗
DANA EPIPHANY SMALL CAP EQUITY FUND Valued Advisers Trust 7,177565.6K $1.65 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 7,160564.3K $0.03 %as of Apr 30, 2026 ↗
AB Small Cap Growth Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 7,123526.5K $1.09 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 7,098559.4K $0.01 %as of Apr 30, 2026 ↗
iShares Core Dividend ETF iShares Trust 6,901543.9K $0.04 %as of Apr 30, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 6,867508.5K $0.07 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 6,701528.1K $0.20 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,586486.8K $0.06 %as of Mar 31, 2026 ↗
JNL/Morningstar SMID Moat Focus Index Fund JNL Series Trust 6,477478.8K $0.67 %as of Mar 31, 2026 ↗
American Century U.S. Quality Value ETF American Century ETF Trust 6,461478.4K $0.14 %as of Feb 28, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 6,450508.3K $0.14 %as of Apr 30, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 6,429475.2K $0.00 %as of Mar 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 6,409505.1K $0.02 %as of Apr 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 6,117452.2K $0.02 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 5,927438.9K $0.14 %as of Feb 28, 2026 ↗
Penn Series SMID Cap Value Fund Penn Series Funds Inc 5,908436.7K $1.01 %as of Mar 31, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 5,899436.1K $0.10 %as of Mar 31, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 5,871462.7K $0.07 %as of Apr 30, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 5,727423.3K $0.05 %as of Mar 31, 2026 ↗
NAA MID GROWTH FUND New Age Alpha Funds Trust 5,654417.9K $0.62 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 5,508407.9K $0.01 %as of Feb 28, 2026 ↗
Trillium ESG Small/Mid Cap Fund Perpetual Americas Funds Trust 5,418400.5K $1.34 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 5,370397.6K $0.04 %as of Feb 28, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 5,321394K $0.05 %as of Feb 28, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 5,265389.2K $0.03 %as of Mar 31, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 5,258388.7K $0.06 %as of Mar 31, 2026 ↗
Columbia Research Enhanced Value ETF Columbia ETF Trust I 5,190409K $0.14 %as of Apr 30, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 5,186384K $0.34 %as of Feb 28, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 5,091377K $0.25 %as of Feb 28, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 5,030372.4K $0.02 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 5,004369.9K $0.01 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 4,992369.7K $0.09 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 4,936364.9K $0.07 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 4,843381.7K $0.04 %as of Apr 30, 2026 ↗
WBI BullBear Value 3000 ETF Absolute Shares Trust 4,820356.3K $1.54 %as of Mar 31, 2026 ↗
LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,804355.1K $0.05 %as of Mar 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 4,799354.7K $0.18 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 4,732349.8K $0.04 %as of Mar 31, 2026 ↗
Unusual Whales Subversive Republican Trading ETF Tidal Trust I 4,716348.6K $0.51 %as of Mar 31, 2026 ↗
MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS 4,700347.4K $0.08 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 4,688347.1K $0.04 %as of Feb 28, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 4,527356.8K $0.04 %as of Apr 30, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,500333.2K $0.02 %as of Feb 28, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 4,488331.8K $0.04 %as of Mar 31, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 4,445328.6K $0.03 %as of Mar 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 3,874286.4K $0.01 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 3,831283.2K $0.04 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 3,801281K $0.02 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 3,777297.7K $0.01 %as of Apr 30, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 3,544262K $0.09 %as of Mar 31, 2026 ↗
First Trust SMID Growth Strength ETF First Trust Exchange-Traded Fund VI 3,469256.4K $0.92 %as of Mar 31, 2026 ↗
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 3,447255.3K $0.45 %as of Feb 28, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 3,407251.8K $0.09 %as of Mar 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 3,361248.4K $0.08 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 3,307244.5K $0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 3,276242.2K $0.02 %as of Mar 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 3,105229.5K $0.04 %as of Mar 31, 2026 ↗
NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 3,072227.1K $0.26 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 3,067226.7K $0.01 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 3,051225.5K $0.00 %as of Mar 31, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 2,879226.9K $0.18 %as of Apr 30, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 2,879212.8K $0.01 %as of Mar 31, 2026 ↗
AQR LSE Fusion Fund AQR Funds 2,874212.4K $1.11 %as of Mar 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 2,850210.7K $0.02 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 2,847210.8K $0.03 %as of Feb 28, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 2,847210.5K $0.03 %as of Mar 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 2,794206.5K $0.22 %as of Mar 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 2,709200.6K $0.03 %as of Feb 28, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 2,692199K $0.02 %as of Mar 31, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 2,526199.1K $0.24 %as of Apr 30, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 2,517186.1K $0.03 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 2,484183.9K $0.02 %as of Feb 28, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 2,388176.5K $0.03 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 2,383176.2K $0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 2,340173K $0.03 %as of Mar 31, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 2,337172.8K $0.04 %as of Mar 31, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 2,268167.7K $0.01 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 2,217163.9K $0.02 %as of Mar 31, 2026 ↗
BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 2,207163.4K $0.12 %as of Feb 28, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 2,158170.1K $0.06 %as of Apr 30, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 2,157170K $0.01 %as of Apr 30, 2026 ↗
Lazard Retirement US Small Cap Equity Select Portfolio LAZARD RETIREMENT SERIES INC 2,121156.8K $1.78 %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