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
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| M Large Cap Value Fund M FUND INC | 2,100 | 155.2K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust | 2,081 | 154.1K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| MidCap Value Fund I Principal Funds, Inc | 2,078 | 163.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. | 2,052 | 151.7K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Lazard Global Small Cap Equity Portfolio LAZARD FUNDS INC | 1,992 | 147.2K $ | 1.10 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,977 | 155.8K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII | 1,939 | 143.6K $ | 0.11 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 1,925 | 142.5K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. | 1,800 | 133.3K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| AQR MS Fusion Fund AQR Funds | 1,779 | 131.5K $ | 0.62 % | as of Mar 31, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 1,740 | 128.8K $ | 0.12 % | as of Feb 28, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,707 | 126.2K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 1,600 | 118.3K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 1,476 | 109.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 1,425 | 112.3K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Sparrow Growth Fund SPARROW FUNDS | 1,410 | 104.4K $ | 0.15 % | as of Feb 28, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 1,391 | 103K $ | 0.05 % | as of Feb 27, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 1,379 | 108.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust | 1,351 | 99.9K $ | 0.17 % | as of Mar 31, 2026 ↗ |
| Harbor Mid Cap Value ETF Harbor ETF Trust | 1,333 | 105.1K $ | 2.37 % | as of Apr 30, 2026 ↗ |
| Harbor SMID Cap Value ETF Harbor ETF Trust | 1,225 | 96.5K $ | 1.94 % | as of Apr 30, 2026 ↗ |
| ULTRA MID CAP PROFUND ProFunds | 1,222 | 96.3K $ | 0.23 % | as of Apr 30, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust | 1,175 | 86.9K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 1,163 | 85.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust | 1,145 | 84.8K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 1,139 | 84.2K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 1,052 | 77.9K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust | 1,050 | 77.6K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust | 1,027 | 75.9K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Harbor Mid Cap Core ETF Harbor ETF Trust | 1,026 | 80.9K $ | 1.80 % | as of Apr 30, 2026 ↗ |
| Large Company Value Portfolio Wilshire Mutual Funds Inc | 987 | 73K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro MidCap400 ProShares Trust | 912 | 67.5K $ | 0.21 % | as of Feb 28, 2026 ↗ |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 910 | 67.3K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 885 | 65.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 850 | 62.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 804 | 63.4K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 791 | 58.5K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| PROFUND VP MIDCAP GROWTH ProFunds | 789 | 58.3K $ | 0.38 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Financials ETF T. Rowe Price Exchange-Traded Funds, Inc. | 770 | 56.9K $ | 0.45 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 765 | 56.6K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 761 | 56.2K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 739 | 54.6K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust | 731 | 57.6K $ | 0.41 % | as of Apr 30, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 712 | 56.1K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 708 | 52.3K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 668 | 49.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 642 | 47.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 639 | 47.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 624 | 49.2K $ | 0.35 % | as of Apr 30, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust | 612 | 45.2K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 558 | 41.2K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 555 | 41K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Amplify Small-Mid Cap Equity ETF Amplify ETF Trust | 504 | 37.3K $ | 3.04 % | as of Mar 31, 2026 ↗ |
| Select Financials Portfolio Fidelity Select Portfolios | 450 | 33.3K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | 450 | 33.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Balanced Portfolio BlackRock Series Fund, Inc. | 446 | 33K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. | 436 | 32.2K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| PROFUND VP MIDCAP VALUE ProFunds | 431 | 31.9K $ | 0.32 % | as of Mar 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 428 | 31.6K $ | 0.26 % | as of Mar 31, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 405 | 31.9K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 368 | 27.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 361 | 26.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| AQR CVX Fusion Fund AQR Funds | 354 | 26.2K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 327 | 24.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRAMID CAP ProFunds | 316 | 23.4K $ | 0.25 % | as of Mar 31, 2026 ↗ |
| MID-CAP PROFUND ProFunds | 292 | 23K $ | 0.25 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 275 | 20.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust | 267 | 19.8K $ | 0.51 % | as of Feb 27, 2026 ↗ |
| MID-CAP GROWTH PROFUND ProFunds | 234 | 18.4K $ | 0.38 % | as of Apr 30, 2026 ↗ |
| AB US Equity ETF AB Active ETFs, Inc. | 197 | 14.6K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Voya VACS Series LCC Fund Voya Equity Trust | 189 | 14K $ | 0.48 % | as of Feb 28, 2026 ↗ |
| Value Equity Index Fund GuideStone Funds | 156 | 11.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 148 | 11.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 145 | 10.7K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 127 | 9.4K $ | 0.28 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 115 | 8.5K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I | 113 | 8.4K $ | 0.28 % | as of Mar 31, 2026 ↗ |
| MID-CAP VALUE PROFUND ProFunds | 94 | 7.4K $ | 0.30 % | as of Apr 30, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 79 | 6.2K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 51 | 4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 479 | +5 | 57,996,971 | +50.2 % |
| 2026Q1 | 474 | +20 | 38,604,461 | -3.0 % |
| 2025Q4 | 454 | -13 | 39,786,062 | -9.6 % |
| 2025Q3 | 467 | -38 | 44,005,641 | +0.1 % |
| 2025Q2 | 505 | +29 | 43,962,526 | -1.7 % |
| 2025Q1 | 476 | +7 | 44,701,429 | -3.0 % |
| 2024Q4 | 469 | +2 | 46,079,136 | +1.3 % |
| 2024Q3 | 467 | +41 | 45,486,765 | +1.0 % |
| 2024Q2 | 426 | +15 | 45,054,761 | +6.9 % |
| 2024Q1 | 411 | -25 | 42,142,803 | -4.7 % |
| 2023Q4 | 436 | 44,212,626 |
Institutional managers
619 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 14,487,418 | 1.1B $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 8,469,863 | 622.1M $ | as of Mar 31, 2026 |
| FMR LLC | 8,136,211 | 601.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 4,652,555 | 343.9M $ | as of Mar 31, 2026 |
| Boston Partners | 4,240,380 | 313.5M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 3,775,258 | 279.1M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 3,698,168 | 273.4M $ | as of Mar 31, 2026 |
| EARNEST PARTNERS LLC | 3,690,114 | 272.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,851,460 | 210.8M $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 2,797,955 | 206.8M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 2,707,099 | 339M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,616,616 | 193.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,974,628 | 146M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,875,501 | 138.6M $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 1,687,811 | 124.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,529,587 | 113.1M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1,462,639 | 108.1M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,367,474 | 101.1M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1,364,978 | 100.9M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,333,385 | 98.6M $ | as of Mar 31, 2026 |
| GW&K Investment Management, LLC | 1,307,745 | 96.7K $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 1,292,478 | 95.5M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 1,264,455 | 93.5M $ | as of Mar 31, 2026 |
| Fiera Capital Corp | 1,225,145 | 90.6M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1,218,982 | 90.1M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| AQR Capital Management, LLC and 1 other | 5.47 % | 8,469,863 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.04 % | 7,812,978 | as 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.
Cite this page
Titelia. "Fund shareholders of Stifel Financial Corp". https://titelia.com/en/stocks/stifel-financial-corp-US8606301021