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
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 1,638 | 114.9K $ | 0.04 % | as of May 29, 2026 ↗ |
| Harbor SMID Cap Value ETF Harbor ETF Trust | 1,484 | 123K $ | 2.02 % | as of Jul 31, 2026 ↗ |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 1,476 | 103K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| MoA Large Cap Value Index Fund MoA Funds Corp | 1,466 | 102.3K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 1,445 | 100.8K $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 1,425 | 118.1K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO | 1,412 | 117.1K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Sparrow Growth Fund SPARROW FUNDS | 1,410 | 98.9K $ | 0.13 % | as of May 31, 2026 ↗ |
| BlackRock Balanced Fund, Inc. BlackRock Balanced Fund, Inc. | 1,389 | 97.4K $ | 0.01 % | as of May 29, 2026 ↗ |
| Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust | 1,366 | 95.3K $ | 0.14 % | as of Jun 30, 2026 ↗ |
| Harbor Mid Cap Value ETF Harbor ETF Trust | 1,333 | 110.5K $ | 2.36 % | as of Jul 31, 2026 ↗ |
| Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 1,333 | 93K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| ULTRA MID CAP PROFUND ProFunds | 1,286 | 106.6K $ | 0.23 % | as of Jul 31, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust | 1,175 | 82K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 1,162 | 81.1K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| AQR LSE Fusion Fund AQR Funds | 1,095 | 76.4K $ | 0.40 % | as of Jun 30, 2026 ↗ |
| Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 1,051 | 73.7K $ | 0.02 % | as of May 31, 2026 ↗ |
| BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust | 1,050 | 73.3K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Harbor Mid Cap Core ETF Harbor ETF Trust | 1,026 | 85.1K $ | 1.86 % | as of Jul 31, 2026 ↗ |
| Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust | 1,019 | 84.5K $ | 0.43 % | as of Jul 31, 2026 ↗ |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 1,017 | 71K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Large Company Value Portfolio Wilshire Mutual Funds Inc | 987 | 68.9K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 959 | 66.9K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 950 | 66.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust | 919 | 64.1K $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 849 | 59.6K $ | 0.01 % | as of May 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 829 | 68.7K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 797 | 55.6K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 739 | 51.6K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 738 | 51.5K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro MidCap400 ProShares Trust | 736 | 51.6K $ | 0.16 % | as of May 31, 2026 ↗ |
| AQR CVX Fusion Fund AQR Funds | 734 | 51.2K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 712 | 59K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 708 | 49.4K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| PROFUND VP MIDCAP GROWTH ProFunds | 676 | 47.2K $ | 0.31 % | as of Jun 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 667 | 46.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 559 | 46.3K $ | 0.35 % | as of Jul 31, 2026 ↗ |
| SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 558 | 38.9K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 535 | 44.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. | 436 | 30.4K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 433 | 30.2K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 430 | 30K $ | 0.20 % | as of Jun 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 417 | 29.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| PROFUND VP MIDCAP VALUE ProFunds | 398 | 27.8K $ | 0.28 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRAMID CAP ProFunds | 374 | 26.1K $ | 0.21 % | as of Jun 30, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 368 | 25.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| MID-CAP GROWTH PROFUND ProFunds | 234 | 19.4K $ | 0.38 % | as of Jul 31, 2026 ↗ |
| BlackRock Balanced Portfolio BlackRock Series Fund, Inc. | 229 | 16K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust | 206 | 14.5K $ | 0.43 % | as of May 29, 2026 ↗ |
| AB US Equity ETF AB Active ETFs, Inc. | 196 | 13.7K $ | 0.00 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 195 | 13.6K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| AQR MS Fusion Fund AQR Funds | 159 | 11.1K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Value Equity Index Fund GuideStone Funds | 156 | 10.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 148 | 12.3K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 145 | 10.1K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| MID-CAP PROFUND ProFunds | 139 | 11.5K $ | 0.13 % | as of Jul 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 128 | 8.9K $ | 0.22 % | as of Jun 30, 2026 ↗ |
| MID-CAP VALUE PROFUND ProFunds | 99 | 8.2K $ | 0.30 % | as of Jul 31, 2026 ↗ |
| Zacks Small/Mid Cap ETF Zacks Trust | 77 | 5.4K $ | 0.00 % | as of May 31, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 70 | 5.8K $ | 0.01 % | as of Jul 31, 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 | |
|---|---|---|
| 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 459 | -20 | 58,091,655 | +0.2 % |
| 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 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| AQR Capital Management, LLC and 1 other | 3.91 % | 6,001,400 | as 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.
Cite this page
Titelia. "Fund shareholders of Stifel Financial Corp". https://titelia.com/en/stocks/stifel-financial-corp-US8606301021