Stifel Financial Ownership | Who Owns Stifel Financial?

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Stifel Financial Ownership Summary

Stifel Financial is owned by 83.09% institutional investors, 3.19% insiders, and 13.72% retail investors. Vanguard group is the largest institutional shareholder, holding 9.96% of SF shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.22% of its assets in Stifel Financial shares.

SF Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Stifel Financial	83.09%	3.19%	13.72%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Capital Markets Stocks	43.37%	15.77%	40.86%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	10.39M	9.96%	$874.34M
Blackrock	9.25M	8.87%	$778.31M
Fmr	6.70M	6.43%	$563.79M
Capital research global investors	3.47M	3.33%	$292.09M
State street	3.09M	2.96%	$260.13M
Alliancebernstein	3.06M	2.93%	$257.41M
Earnest partners	2.95M	2.83%	$248.59M
Morgan stanley	2.39M	2.29%	$200.77M
Stifel financial	2.25M	2.15%	$188.94M
Dimensional fund advisors lp	2.01M	1.93%	$168.93M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Access investment management	142.30K	3.89%	$11.97M
Tanaka capital management	15.81K	3.15%	$1.33M
Channing capital management	1.14M	2.64%	$96.21M
1492 capital management	54.37K	2.59%	$4.57M
Delphi management inc /ma/	22.78K	1.56%	$1.92M
Kennedy capital management	690.71K	1.24%	$58.12M
Earnest partners	2.95M	1.16%	$248.59M
Chase investment counsel	40.92K	1.15%	$3.44M
Gw&k investment management	1.29M	0.99%	$108.14M
Systematic financial management lp	374.83K	0.96%	$31.54M

Top Buyers

Holder	Shares	% Assets	Change
Fmr	6.70M	0.04%	3.65M
Norges bank	1.22M	0.02%	1.22M
Alliancebernstein	3.06M	0.09%	751.87K
Wellington management group llp	1.10M	0.02%	643.28K
Balyasny asset management	697.45K	0.10%	554.28K

Top Sellers

Holder	Shares	% Assets	Change
Capital research global investors	3.47M	0.06%	-2.62M
Millennium management	550.57K	0.02%	-765.25K
Invesco	848.09K	0.02%	-414.39K
Macquarie group	1.68M	0.16%	-365.06K
Principal financial group	1.04M	0.05%	-297.21K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.22M	0.02%	1.22M	$103.05M
Aegon asset management uk	270.13K	0.32%	270.13K	$22.73M
Corebridge financial	129.57K	0.06%	129.57K	$10.90M
Ancora advisors	125.46K	0.26%	125.46K	$10.56M
Renaissance	88.11K	0.01%	88.11K	$7.41M

Sold Out

Holder	Change
Harbor investment advisory	-1.00
Impact partnership wealth	-5.00
Tfo-tdc	-6.00
Quest partners	-7.00
Financial gravity asset management	-13.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	441	-0.23%	86,382,125	-1.10%	83	1.18%	198	2.59%	160	-1.23%
Jun 30, 2024	436	-1.13%	87,280,500	3.76%	83	1.29%	189	-19.23%	160	20.30%
Mar 31, 2024	441	14.55%	84,119,993	-0.16%	80	1.29%	234	47.17%	133	-20.83%
Dec 31, 2023	385	4.34%	84,251,778	-1.52%	78	1.21%	159	-8.62%	168	30.23%
Sep 30, 2023	369	-1.60%	85,548,059	-0.97%	80	1.26%	174	10.13%	129	-11.64%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	3.30M	3.22%	6.49K
Vanguard Total Stock Mkt Idx Inv	3.09M	3.02%	-11.04K
Vanguard Small Cap Index	2.44M	2.39%	4.80K
Capital Group AMCAP Composite	1.69M	1.65%	-993.00
VA CollegeAmerica Amcap 529A	1.69M	1.65%	-993.00
FullerThaler Behavioral Sm-Cp Eq R6	1.67M	1.63%	-
FullerThaler Behavioral Small-Cap Equity	1.67M	1.63%	-
Vanguard Small Cap Value Index Inv	1.65M	1.61%	-568.00
Vanguard Institutional Extnd Mkt Idx Tr	1.52M	1.49%	-6.40K
American Funds SMALLCAP World A	1.48M	1.44%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 22, 2024	WEISEL THOMAS W	-	Sell	$1.50M
Nov 18, 2024	Nesi Victor	Co-President	Sell	$1.20M
Nov 12, 2024	SLINEY DAVID D	Chief Operating Officer	Sell	$2.90M
May 02, 2024	PEACOCK DAVID A	-	Sell	$1.04M
Mar 15, 2024	SLINEY DAVID D	Chief Operating Officer	Sell	$280.87K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	3
2024 Q2	-	1
2024 Q1	-	4
2023 Q4	-	1
2023 Q3	-	2

SF Ownership FAQ

Who Owns Stifel Financial?

Stifel Financial shareholders are primarily institutional investors at 83.09%, followed by 3.19% insiders and 13.72% retail investors. The average institutional ownership in Stifel Financial's industry, Capital Markets Stocks, is 43.37%, which Stifel Financial exceeds.

Who owns the most shares of Stifel Financial?

Stifel Financial’s largest shareholders are Vanguard group (10.39M shares, 9.96%), Blackrock (9.25M shares, 8.87%), and Fmr (6.7M shares, 6.43%). Together, they hold 25.26% of Stifel Financial’s total shares outstanding.

Does Blackrock own Stifel Financial?

Yes, BlackRock owns 8.87% of Stifel Financial, totaling 9.25M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 778.31M$. In the last quarter, BlackRock increased its holdings by 256.35K shares, a 2.85% change.

Who is Stifel Financial’s biggest shareholder by percentage of total assets invested?

Access investment management is Stifel Financial’s biggest shareholder by percentage of total assets invested, with 3.89% of its assets in 142.3K Stifel Financial shares, valued at 11.97M$.

Who is the top mutual fund holder of Stifel Financial shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Stifel Financial shares, with 3.22% of its total shares outstanding invested in 3.3M Stifel Financial shares.

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