Stifel Financial Corp.
US ˙ NYSE ˙ US8606301021

SecuritySF / Stifel Financial Corp.
InstitutionStifel Financial Corp
Latest Disclosed Ownership3,775,258 shares
Latest Disclosed Value $ 279,066,975
Stifel Financial Corp reports 65.19% increase in ownership of SF / Stifel Financial Corp.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 3,775,258 shares of Stifel Financial Corp. (US:SF) valued at $279,067,071 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,285,365 shares of Stifel Financial Corp.. This represents a change in shares of 65.19% during the quarter. The current value of the position is $269,628,926 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)
2026-05-12 2026-03-31 13F STIFEL FINL COM 860630102 3,775,258 1,489,893 65.19 279,067 -2.48 0.0602
2026-02-13 2025-12-31 13F STIFEL FINL COM 860630102 2,285,365 -47,807 -2.05 286,173 8.09 0.2574
2025-11-12 2025-09-30 13F STIFEL FINL COM 860630102 2,333,172 22,897 0.99 264,745 10.42 0.2417
2025-08-14 2025-06-30 13F STIFEL FINL COM 860630102 2,310,275 -85,916 -3.59 239,760 6.15 0.2332
2025-05-14 2025-03-31 13F STIFEL FINL COM 860630102 2,396,191 239,259 11.09 225,865 -1.29 0.2401
2025-02-13 2024-12-31 13F STIFEL FINL COM 860630102 2,156,932 -122,335 -5.37 228,807 6.91 0.2383
2024-11-14 2024-09-30 13F STIFEL FINL COM 860630102 2,279,267 33,953 1.51 214,023 13.27 0.2244
2024-08-13 2024-06-30 13F STIFEL FINL COM 860630102 2,245,314 -16,667 -0.74 188,943 6.86 0.2126
2024-05-14 2024-03-31 13F STIFEL FINL COM 860630102 2,261,981 -20,624 -0.90 176,819 12.02 0.2015
2024-02-12 2023-12-31 13F STIFEL FINL COM 860630102 2,282,605 -75,280 -3.19 157,842 8.96 0.1986
2023-11-13 2023-09-30 13F STIFEL FINL COM 860630102 2,357,885 -70,562 -2.91 144,868 -0.03 0.2037
2023-08-14 2023-06-30 13F STIFEL FINL COM 860630102 2,428,447 -48,014 -1.94 144,905 -0.98 0.1983
2023-05-12 2023-03-31 13F STIFEL FINL COM 860630102 2,476,461 143,902 6.17 146,334 7.48 0.2097
2023-02-13 2022-12-31 13F STIFEL FINL COM 860630102 2,332,559 -74,759 -3.11 136,152 8.95 0.2044
2022-11-14 2022-09-30 13F STIFEL FINL COM 860630102 2,407,318 -99,793 -3.98 124,965 -11.02 0.2046
2022-08-15 2022-06-30 13F STIFEL FINL COM 860630102 2,507,111 17,413 0.70 140,448 -16.92 0.2198
2022-05-13 2022-03-31 13F STIFEL FINL COM 860630102 2,489,698 183,731 7.97 169,053 4.10 0.2307
2022-02-14 2021-12-31 13F STIFEL FINL COM 860630102 2,305,967 26,228 1.15 162,388 4.81 0.2147
2021-11-15 2021-09-30 13F STIFEL FINL COM 860630102 2,279,739 -9,903 -0.43 154,932 4.33 0.2272
2021-08-13 2021-06-30 13F STIFEL FINL COM 860630102 2,289,642 47,094 2.10 148,507 3.37 0.2223
2021-05-14 2021-03-31 13F STIFEL FINL COM 860630102 2,242,548 -90,592 -3.88 143,660 22.02 0.2368
2021-02-12 2020-12-31 13F STIFEL FINL COM 860630102 2,333,140 654,166 38.96 117,731 38.69 0.2101
2020-11-16 2020-09-30 13F STIFEL FINL COM 860630102 1,678,974 -7,512 -0.45 84,890 6.12 0.1746
2020-08-14 2020-06-30 13F STIFEL FINL COM 860630102 1,686,486 139,611 9.03 79,991 25.27 0.1840
2020-05-14 2020-03-31 13F STIFEL FINL COM 860630102 1,546,875 57,074 3.83 63,853 -29.33 0.1763
2020-02-13 2019-12-31 13F STIFEL FINL COM 860630102 1,489,801 -2,376 -0.16 90,356 5.53 0.1882
2019-11-19 2019-09-30 13F/A-1 STIFEL FINL COM 860630102 1,492,177 33,259 2.28 85,625 -0.62 0.2185
2019-11-13 2019-09-30 13F STIFEL FINL COM 860630102 1,492,177 33,259 85,625 47,997.1042
2019-08-14 2019-06-30 13F STIFEL FINL COM 860630102 1,458,918 -65,801 -4.32 86,162 7.11 0.2222
2019-05-14 2019-03-31 13F STIFEL FINL COM 860630102 1,524,719 -13,835 -0.90 80,445 26.24 0.2273
2019-02-13 2018-12-31 13F STIFEL FINL COM 860630102 1,538,554 26,928 1.78 63,724 -17.76 0.2060
2018-11-13 2018-09-30 13F STIFEL FINL COM 860630102 1,511,626 18,169 1.22 77,489 -0.70 0.2220
2018-08-14 2018-06-30 13F STIFEL FINL COM 860630102 1,493,457 -29,274 -1.92 78,037 -13.48 0.2394
2018-05-11 2018-03-31 13F STIFEL FINL COM 860630102 1,522,731 169,551 12.53 90,196 11.91 0.2847
2018-02-14 2017-12-31 13F STIFEL FINL COM 860630102 1,353,180 -20,091 -1.46 80,596 9.78 0.2555
2017-11-13 2017-09-30 13F STIFEL FINL COM 860630102 1,373,271 1,249,556 1,010.03 73,418 1,191.21 0.2548
2017-08-14 2017-06-30 13F STIFEL FINL COM 860630102 123,715 14,644 13.43 5,686 3.83 0.0211
2017-05-10 2017-03-31 13F STIFEL FINL COM 860630102 109,071 -6,833 -5.90 5,476 -5.33 0.0212
2017-02-16 2016-12-31 13F STIFEL FINL COM 860630102 115,904 16,222 16.27 5,784 50.94 0.0246
2016-11-15 2016-09-30 13F STIFEL FINL COM 860630102 99,682 -210,481 -67.86 3,832 -60.72 0.0172
2016-08-17 2016-06-30 13F STIFEL FINL COM 860630102 310,163 -3,427,745 -91.70 9,755 -91.18 0.0451
2016-05-16 2016-03-31 13F STIFEL FINL COM 860630102 3,737,908 3,441,097 1,159.36 110,641 780.06 0.5896
2016-03-21 2015-12-31 13F/A-2 STIFEL FINL COM 860630102 296,811 -3,009,168 -91.02 12,572 -90.97 0.0655
2016-02-26 2015-12-31 13F/A-1 STIFEL FINL COM 860630102 294,901 -1,910 12,492 0.0653
2016-02-16 2015-12-31 13F STIFEL FINL COM 860630102 294,369 12,469
2015-11-16 2015-09-30 13F STIFEL FINL COM 860630102 3,305,979 3,037,249 1,130.22 139,184 797.04 0.7820
2015-08-17 2015-06-30 13F/A-1 STIFEL FINL COM 860630102 268,730 -94,197 -25.95 15,516 -23.32 0.0802
2015-08-17 2015-06-30 13F STIFEL FINL COM 860630102 268,730 15,516
2015-05-14 2015-03-31 13F STIFEL FINL COM 860630102 362,927 63,141 21.06 20,234 32.29 0.1107
2015-02-13 2014-12-31 13F STIFEL FINL COM 860630102 299,786 -1,687,255 -84.91 15,295 -83.58 0.0850
2014-11-13 2014-09-30 13F STIFEL FINL COM 860630102 1,987,041 -58,636 -2.87 93,172 -3.81 0.8178
2014-08-14 2014-06-30 13F STIFEL FINL COM 860630102 2,045,677 262,929 14.75 96,861 9.19 0.8699
2014-05-15 2014-03-31 13F STIFEL FINL COM 860630102 1,782,748 1,782,748 88,709 0.8489
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.