Stifel Financial Corporation (SF) Ownership

64.25 ↑0.88 (1.39%)
As of Market Close on November 30th, 2022.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Stifel Financial Corporation (SF), owning a total of 10.3 million shares. Combined, the top 20 institutional holders of SF own 47.14% of the company with a total of 50.1 million shares.

In the latest ownership report on September 30th 2022, the top 20 institutional holders increased their combined ownership of SF by 1.3 million shares. 7 institutions bought 1,451,842 total additional shares and increased their ownership by an average of 12.62%. However 3 institutions sold 122,977 total shares and decreased their ownership by an average of 2.84%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Stifel Financial Corporation increased by a net total of 1,328,865 in the latest quarter.

Institution Ownership Chart

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.657%0.881%10,258,21989,5802022-09-30
Capital Research Global Investors5.730%0.022%6,086,3901,3532022-09-30
State Street Corporation2.688%1.999%2,855,39255,9722022-09-30
Eaton Vance Management2.183%52.772%2,319,001801,0542022-09-30
Dimensional Fund Advisors, Inc.2.096%1.584%2,226,02034,6992022-09-30
Goldman Sachs Group Inc1.879%27.959%1,995,995436,1202022-09-30
Fisher Asset Management, LLC1.745%-1.697%1,854,004-32,0082022-09-30
Channing Capital Management, LLC1.195%-5.986%1,268,896-80,7932022-09-30
Bank of New York Mellon Corp1.135%-0.837%1,205,853-10,1762022-09-30
Charles Schwab Investment Management Inc1.017%3.158%1,080,16033,0642022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.657%0.881%10,258,21989,5802022-09-30
Capital Research Global Investors5.730%0.022%6,086,3901,3532022-09-30
AllianceBernstein L.P.3.117%0.672%3,311,44322,1192022-06-30
State Street Corporation2.688%1.999%2,855,39255,9722022-09-30
Earnest Partners LLC2.634%2.976%2,797,51980,8582022-06-30
Stifel Financial Corp2.360%0.699%2,507,11117,4132022-06-30
Millennium Management LLC2.268%-17.283%2,408,782-503,2992022-06-30
Eaton Vance Management2.183%52.772%2,319,001801,0542022-09-30
Dimensional Fund Advisors, Inc.2.096%1.584%2,226,02034,6992022-09-30
Goldman Sachs Group Inc1.879%27.959%1,995,995436,1202022-09-30
Fisher Asset Management, LLC1.745%-1.697%1,854,004-32,0082022-09-30
Marshall Wace Asset Management Ltd1.548%25.565%1,644,781334,8732022-06-30
Geode Capital Management, LLC1.273%0.328%1,352,4804,4212022-06-30
Amvescap Plc.1.254%-1.033%1,332,086-13,9022022-06-30
Silvercrest Asset Management Group LLC1.207%-11.622%1,282,513-168,6582022-06-30
Channing Capital Management, LLC1.195%-5.986%1,268,896-80,7932022-09-30
Bank of New York Mellon Corp1.135%-0.837%1,205,853-10,1762022-09-30
Southpoint Capital Advisors LP1.130%140.000%1,200,000700,0002022-06-30
Northern Trust Corp1.025%-0.829%1,088,337-9,0932022-06-30
Charles Schwab Investment Management Inc1.017%3.158%1,080,16033,0642022-09-30

Mutual Fund Ownership

Capital Group AMCAP Composite is the biggest individual fund holder of Stifel Financial Corporation (SF), owning a total of 4.3 million shares. Combined, the top 19 mutual fund holders of SF own 34.48% of the company with a total of 36.6 million shares.

In the latest ownership report on October 31st 2022, the top 19 fund holders increased their combined ownership of SF by 133 thousand shares. 6 funds bought 142,546 total additional shares and increased their ownership by an average of 1.51%. However 2 funds sold 9,919 total shares and decreased their ownership by an average of 0.85%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Stifel Financial Corporation increased by a net total of 132,627 in the latest report.

Mutual Funds Chart

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Mid-Cap ETF2.984%-0.020%3,169,904-6192022-10-31
Vanguard Total Stock Mkt Idx Inv2.849%0.272%3,025,8558,2112022-10-31
Vanguard Small Cap Index2.450%1.630%2,601,92841,7212022-10-31
Vanguard Small Cap Value Index Inv1.679%2.030%1,783,08035,4832022-10-31
Vanguard Extended Market Index Investor1.366%2.144%1,451,11930,4592022-10-31
SPDR® S&P MIDCAP 400 ETF Trust0.865%2.904%919,21125,9382022-10-31
iShares S&P Mid-Cap 400 Growth ETF0.698%0.099%741,6807342022-10-31
State St S&P Midcap® Indx SL Cl II0.515%-1.673%546,696-9,3002022-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Capital Group AMCAP Composite4.037%0.000%4,288,01402022-09-30
VA CollegeAmerica Amcap 529A4.037%0.000%4,288,01402022-09-30
iShares Core S&P Mid-Cap ETF2.984%-0.020%3,169,904-6192022-10-31
Vanguard Total Stock Mkt Idx Inv2.849%0.272%3,025,8558,2112022-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.841%1.226%3,017,64436,5462022-09-30
Vanguard Small Cap Index2.450%1.630%2,601,92841,7212022-10-31
Delaware US Small Cap Value Eq SMA2.057%0.000%2,185,45002022-09-30
Delaware Small Cap Value A2.057%0.000%2,185,45002022-09-30
Delaware Sm-Cap Val Eq2.057%0.000%2,185,45002022-03-31
Vanguard Small Cap Value Index Inv1.679%2.030%1,783,08035,4832022-10-31
American Funds SMALLCAP World A1.391%0.000%1,477,35002022-09-30
Vanguard Extended Market Index Investor1.366%2.144%1,451,11930,4592022-10-31
SPDR® S&P MIDCAP 400 ETF Trust0.865%2.904%919,21125,9382022-10-31
AB Small Cap Growth A0.807%-1.015%857,174-8,7902022-09-30
iShares S&P Mid-Cap 400 Growth ETF0.698%0.099%741,6807342022-10-31
AB Discovery Value Advisor0.659%6.738%699,60044,1602022-09-30
Fuller & Thaler Behavioral Small-Cap Eq0.564%0.000%599,29902022-09-30
Fuller & Thaler Behavioral Sm-Cp Eq R60.564%0.000%599,29902022-09-30
State St S&P Midcap® Indx SL Cl II0.515%-1.673%546,696-9,3002022-10-31

Discussions

Please log in or register to share your thoughts.

ihatenewegg

$SF we all speculate but nobody knows what going to happen.

0 Like Report
chickenEggs

$SF Hedgies
we aren't going anywhere!

0 Like Report
iphonepromax

$SF 50% chance this will go up or down. I am a professional guys.

0 Like Report
stockenthusiast

$SF buy and hodl friends. we may be early
but we are not wrong. very soon.

0 Like Report
4texin

$SF Green today if ya buy

0 Like Report