Stifel Financial Corp.
US ˙ NYSE ˙ US8606301021

SecuritySF / Stifel Financial Corp.
InstitutionBoston Partners
Latest Disclosed Ownership4,240,380 shares
Latest Disclosed Value $ 313,451,113
Boston Partners reports 82.52% increase in ownership of SF / Stifel Financial Corp.

On May 11, 2026 - Boston Partners filed a 13F-HR form disclosing ownership of 4,240,380 shares of Stifel Financial Corp. (US:SF) valued at $313,448,890 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,323,261 shares of Stifel Financial Corp.. This represents a change in shares of 82.52% during the quarter. The current value of the position is $294,155,161 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F STIFEL FINL COM 860630102 4,240,380 1,917,119 82.52 313,451 7.74 0.1403
2026-02-13 2025-12-31 13F STIFEL FINL COM 860630102 2,323,261 -48,619 -2.05 290,943 8.11 0.3012
2025-11-13 2025-09-30 13F STIFEL FINL COM 860630102 2,371,880 45,631 1.96 269,128 11.45 0.2763
2025-08-12 2025-06-30 13F/A-1 STIFEL FINL COM 860630102 2,326,249 2,243,961 2,726.96 241,468 3,014.51 0.2682
2025-08-07 2025-06-30 13F STIFEL FINL COM 860630102 2,326,249 2,243,961 241,468 0.2699
2025-05-13 2025-03-31 13F STIFEL FINL COM 860630102 82,288 65,425 387.98 7,753 333.61 0.0094
2025-02-11 2024-12-31 13F STIFEL FINL COM 860630102 16,863 -2,514 -12.97 1,789 -1.70 0.0022
2024-11-12 2024-09-30 13F STIFEL FINL COM 860630102 19,377 -7,844 -28.82 1,820 -20.57 0.0021
2024-08-14 2024-06-30 13F STIFEL FINL COM 860630102 27,221 -1,580 -5.49 2,291 1.73 0.0028
2024-05-28 2024-03-31 13F/A-1 STIFEL FINL COM 860630102 28,801 -8,964 -23.74 2,251 -13.79 0.0027
2024-05-13 2024-03-31 13F STIFEL FINL COM 860630102 28,801 -8,964 2,251 0.0011
2024-02-07 2023-12-31 13F STIFEL FINL COM 860630102 37,765 199 0.53 2,611 13.13 0.0035
2023-11-08 2023-09-30 13F STIFEL FINL COM 860630102 37,566 -5,451 -12.67 2,308 -10.05 0.0032
2023-08-10 2023-06-30 13F STIFEL FINL COM 860630102 43,017 0 0.00 2,567 0.98 0.0035
2023-05-09 2023-03-31 13F STIFEL FINL COM 860630102 43,017 0 0.00 2,542 1.24 0.0035
2023-02-08 2022-12-31 13F STIFEL FINL COM 860630102 43,017 995 2.37 2,511 15.08 0.0034
2022-11-09 2022-09-30 13F STIFEL FINL COM 860630102 42,022 839 2.04 2,181 -5.46 0.0032
2022-08-10 2022-06-30 13F STIFEL FINL COM 860630102 41,183 2,671 6.94 2,307 -11.78 0.0032
2022-05-10 2022-03-31 13F STIFEL FINL COM 860630102 38,512 1,121 3.00 2,615 -0.68 0.0032
2022-02-04 2021-12-31 13F STIFEL FINL COM 860630102 37,391 0 0.00 2,633 3.62 0.0032
2021-11-05 2021-09-30 13F STIFEL FINL COM 860630102 37,391 -5,387 -12.59 2,541 -8.43 0.0032
2021-08-12 2021-06-30 13F STIFEL FINL COM 860630102 42,778 -3,516 -7.59 2,775 -6.44 0.0035
2021-05-10 2021-03-31 13F STIFEL FINL COM 860630102 46,294 -3,859 -7.69 2,966 17.19 0.0040
2021-02-10 2020-12-31 13F/A-1 STIFEL FINL COM 860630102 50,153 12,693 33.88 2,531 33.63 0.0039
2021-02-04 2020-12-31 13F STIFEL FINL COM 860630102 50,153 12,693 2,531 1,518.4496
2020-11-13 2020-09-30 13F/A-1 STIFEL FINL COM 860630102 37,460 -367 -0.97 1,894 5.57 0.0034
2020-11-09 2020-09-30 13F STIFEL FINL COM 860630102 37,827 0 1,794 1,317.0097
2020-08-12 2020-06-30 13F STIFEL FINL COM 860630102 37,827 -9,917 -20.77 1,794 -8.98 0.0033
2020-05-13 2020-03-31 13F STIFEL FINL COM 860630102 47,744 -5,700 -10.67 1,971 -39.20 0.0039
2020-02-06 2019-12-31 13F/A-1 STIFEL FINL COM 860630102 53,444 -11,109 -17.21 3,242 -12.47 0.0043
2020-02-05 2019-12-31 13F STIFEL FINL COM 860630102 53,444 -11,109 3,242 1,822.7471
2019-11-20 2019-09-30 13F/A-1 STIFEL FINL COM 860630102 64,553 -1,403 -2.13 3,704 -4.93 0.0050
2019-11-08 2019-09-30 13F STIFEL FINL COM 860630102 65,933 -23 3,894 0.0052
2019-08-26 2019-06-30 13F/A-1 STIFEL FINL COM 860630102 65,956 -373,324 -84.99 3,896 -83.19 0.0051
2019-08-09 2019-06-30 13F STIFEL FINL COM 860630102 65,956 -373,324 3,896
2019-05-13 2019-03-31 13F/A-1 STIFEL FINL COM 860630102 439,280 -5,161 -1.16 23,176 25.89 0.0307
2019-05-03 2019-03-31 13F STIFEL FINL COM 860630102 439,280 -5,161 23,176
2019-02-07 2018-12-31 13F STIFEL FINL COM 860630102 444,441 -514,829 -53.67 18,409 -62.56 0.0265
2018-11-14 2018-09-30 13F STIFEL FINL COM 860630102 959,270 -21,729 -2.21 49,173 -4.07 0.0571
2018-08-03 2018-06-30 13F STIFEL FINL COM 860630102 980,999 37,047 3.92 51,257 -8.32 0.0614
2018-05-04 2018-03-31 13F STIFEL FINL COM 860630102 943,952 -321,910 -25.43 55,911 -25.84 0.0674
2018-02-14 2017-12-31 13F/A-1 STIFEL FINL COM 860630102 1,265,862 89,503 7.61 75,395 19.89 0.0888
2018-02-01 2017-12-31 13F STIFEL FINL COM 860630102 1,265,862 89,503 75,395
2017-11-02 2017-09-30 13F STIFEL FINL COM 860630102 1,176,359 32,530 2.84 62,888 19.57 0.0777
2017-08-02 2017-06-30 13F STIFEL FINL COM 860630102 1,143,829 26,352 2.36 52,593 -6.23 0.0669
2017-05-03 2017-03-31 13F STIFEL FINL COM 860630102 1,117,477 -32,822 -2.85 56,086 -2.39 0.0716
2017-02-06 2016-12-31 13F STIFEL FINL COM 860630102 1,150,299 -3,410 -0.30 57,457 29.52 0.0755
2016-11-09 2016-09-30 13F STIFEL FINL COM 860630102 1,153,709 351,663 43.85 44,361 75.87 0.0620
2016-08-05 2016-06-30 13F STIFEL FINL COM 860630102 802,046 802,046 25,224 0.0364
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.