$SF

$66.52 -$0.16 (0.24%) Close

$SF Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 154.2M shares outstanding

Who owns SF?

By type of holder

Institutions 89.4% Insiders 3.5% Everyone else 7.1%

Concentration Top 10 holders own 40.5%

BlackRock, Inc. 9.6% · FMR LLC 5.5%

Institutional ownership

89.4%

+0.6 pts vs last qtr

Institutional holders

595

-41 vs last qtr

Net shares bought

+907.3K

by institutions in Q2 2026

New / sold out

60 / 101

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +2.1M
Millennium Management LLC +1.5M

Biggest sellers in Q2 2026

Aqr Capital Management LLC −2.5M
Marshall Wace, LLP −1.3M

Who is planning to sell?

Notices of proposed sale, last 12 months

$372K

1 notice from 1 person

Shares covered

4.7K

0.00% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Brown Maryam S. Director $372K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+41.9%

+3.96% a year

Each share's claim on the business

−29.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$1.68B vs —

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years81% 3–5 years1% 1–3 years7% Under 1 year11%

Quarterly turnover

10.2%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting SF on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	14.8M	9.58%	+292.5K (+2.0%)	≤2021	0.0%
Shares held by quarter Peak holding14.8M (Q2'26) Change over 8 quarters+5.5M Share of the company9.580% BlackRock, Inc.'s full portfolio →
F FMR LLC	8.5M	5.53%	+398.6K (+4.9%)	≤2021	0.0%
Shares held by quarter Peak holding9.5M (Q1'25) Change over 8 quarters+578.4K Share of the company5.530% FMR LLC's full portfolio →

BlackRock, Inc.

14.8M

% of company

9.58%

Change vs last qtr

+292.5K (+2.0%)

Held since

≤2021

FMR LLC

8.5M

% of company

5.53%

Change vs last qtr

+398.6K (+4.9%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Stifel Financial Corp., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SF on Form N-PORT; together they hold 38.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$366M	5.2M	3.40%	0.29%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$323M	4.6M	3.00%	0.01%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$366M

% of company

3.40%

% of the fund

0.29%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$323M

% of company

3.00%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Stifel Financial Corp. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
KR Kruszewski Ronald J Insider	1.9M	1.22%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.220% Kruszewski Ronald J's insider activity →
ZJ Zemlyak James M Insider	1.8M	1.15%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.150% Zemlyak James M's insider activity →

Kruszewski Ronald J

Insider

1.9M

% of company

1.22%

Change vs last qtr

—

Held since

—

Zemlyak James M

Insider

1.8M

% of company

1.15%

Change vs last qtr

—

Held since

—

20 more holders behind a free account

See every insider and 5%+ holder of Stifel Financial Corp..

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