SF Stifel Financial Corp.
Stifel Financial Corp. (SF) Institutional Ownership
What the institutions did with SF last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 3.3M | 16.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.8M | 14.1% |
| Fisher Asset Management, LLC | 1.6M | 8.1% |
| ALGEBRIS (UK) LTD | 1.4M | 6.9% |
| Bank of New York Mellon Corp | 1.3M | 6.5% |
| Amundi | 1.0M | 5.1% |
| Squarepoint Ops LLC | 577.4K | 2.9% |
| Assenagon Asset Management S.A. | 574.2K | 2.9% |
| Fiera Capital Corp | 534.3K | 2.7% |
| PRINCIPAL FINANCIAL GROUP INC | 408.9K | 2.1% |
| Russell Investments Group, Ltd. | 378.4K | 1.9% |
| MACKENZIE FINANCIAL CORP | 373.1K | 1.9% |
| Retirement Systems of Alabama | 367.3K | 1.8% |
| BARCLAYS PLC | 225.4K | 1.1% |
| Access Investment Management LLC | 214.1K | 1.1% |
| Moran Wealth Management, LLC | 210.4K | 1.1% |
| ARGENT CAPITAL MANAGEMENT LLC | 199.9K | 1.0% |
| Crestwood Advisors Group, LLC | 190.8K | 1.0% |
| Creative Planning | 171.4K | 0.9% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 167.5K | 0.8% |
| NATIXIS | 165.6K | 0.8% |
| EULAV Asset Management | 156.6K | 0.8% |
| AEGON ASSET MANAGEMENT UK Plc | 146.7K | 0.7% |
| Channing Capital Management, LLC | 114.5K | 0.6% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 105.9K | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Amundi | Increased | 153.9K | 1.0M | +864.9K |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 1.0M | 408.9K | -614.3K |
| Assenagon Asset Management S.A. | Reduced | 981.5K | 574.2K | -407.3K |
| ALGEBRIS (UK) LTD | Increased | 1.0M | 1.4M | +371.0K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 2.9M | 3.3M | +359.4K |
| ARGENT CAPITAL MANAGEMENT LLC | New | 0 | 199.9K | +199.9K |
| Fiera Capital Corp | Reduced | 699.3K | 534.3K | -164.9K |
| NATIXIS | Reduced | 267.4K | 165.6K | -101.8K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 2.9M | 2.8M | -96.3K |
| BARCLAYS PLC | Reduced | 306.0K | 225.4K | -80.5K |
| CITIGROUP INC | Reduced | 142.0K | 82.1K | -59.9K |
| Creative Planning | Increased | 115.4K | 171.4K | +56.0K |
| Savant Capital, LLC | New | 0 | 49.4K | +49.4K |
| Fisher Asset Management, LLC | Reduced | 1.7M | 1.6M | -41.9K |
| Bank of New York Mellon Corp | Reduced | 1.3M | 1.3M | -32.5K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | Reduced | 195.6K | 167.5K | -28.1K |
| AIA Group Ltd | Sold Out | 27.4K | 0 | -27.4K |
| Vest Financial, LLC | Increased | 26.8K | 52.2K | +25.4K |
| Russell Investments Group, Ltd. | Reduced | 401.0K | 378.4K | -22.6K |
| Thrivent Financial for Lutherans | Increased | 84.3K | 104.5K | +20.2K |
| MACKENZIE FINANCIAL CORP | Increased | 355.1K | 373.1K | +18.0K |
| Beverly Hills Private Wealth, LLC | Reduced | 55.8K | 39.0K | -16.9K |
| PICTON MAHONEY ASSET MANAGEMENT | New | 0 | 15.7K | +15.7K |
| Channing Capital Management, LLC | Reduced | 128.3K | 114.5K | -13.9K |
| Oak Thistle LLC | New | 0 | 13.8K | +13.8K |
| GREAT LAKES ADVISORS, LLC | Reduced | 41.6K | 28.8K | -12.8K |
| DekaBank Deutsche Girozentrale | Increased | 1.5K | 14.2K | +12.7K |
| 111 Capital | Increased | 3.7K | 15.9K | +12.2K |
| FIRST CITIZENS BANK & TRUST CO | New | 0 | 11.4K | +11.4K |
| TT International Asset Management LTD | Sold Out | 10.6K | 0 | -10.6K |
| STRS OHIO | Increased | 92.1K | 102.7K | +10.5K |
| Y-Intercept (Hong Kong) Ltd | Increased | 84.4K | 94.9K | +10.4K |
| Caitong International Asset Management Co., Ltd | New | 0 | 9.7K | +9.7K |
| LPL Financial LLC | Increased | 54.6K | 63.7K | +9.1K |
| ASSETMARK, INC | Reduced | 34.1K | 25.0K | -9.1K |
| Machina Capital S.A.S. | Increased | 9.3K | 18.3K | +8.9K |
| B. Riley Wealth Advisors, Inc. | Sold Out | 8.9K | 0 | -8.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 43.4K | 51.9K | +8.6K |
| Squarepoint Ops LLC | Reduced | 585.8K | 577.4K | -8.5K |
| WBI INVESTMENTS, LLC | Sold Out | 8.4K | 0 | -8.4K |
| GATEWAY INVESTMENT ADVISERS LLC | Increased | 22.9K | 31.3K | +8.3K |
| Moran Wealth Management, LLC | Increased | 202.2K | 210.4K | +8.2K |
| Achmea Investment Management B.V. | New | 0 | 7.6K | +7.6K |
| OPPENHEIMER & CO INC | Sold Out | 7.5K | 0 | -7.5K |
| Palisades Investment Partners, LLC | Increased | 50.1K | 57.5K | +7.4K |
| IMC-Chicago, LLC | Sold Out | 7.3K | 0 | -7.3K |
| Dana Investment Advisors, Inc. | Reduced | 82.4K | 75.2K | -7.2K |
| MQS Management LLC | New | 0 | 7.1K | +7.1K |
| BANK OF MONTREAL /CAN/ | Increased | 95.9K | 102.5K | +6.6K |
| DEUTSCHE BANK AG\ | Increased | 22.4K | 29.0K | +6.6K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 12.3K | 6.2K | -6.1K |
| HARBOR CAPITAL ADVISORS, INC. | Reduced | 32.0K | 26.3K | -5.7K |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | Reduced | 12.6K | 6.9K | -5.7K |
| EAGLE ROCK INVESTMENT COMPANY, LLC | Increased | 20.1K | 25.6K | +5.5K |
| Diversified Trust Co | Increased | 8.4K | 13.6K | +5.3K |
| Allspring Global Investments Holdings, LLC | Increased | 49.0K | 54.3K | +5.3K |
| DAVENPORT & Co LLC | Reduced | 45.0K | 39.8K | -5.2K |
| Prospera Financial Services Inc | Sold Out | 5.2K | 0 | -5.2K |
| Provenance Wealth Advisors, LLC | New | 0 | 5.2K | +5.2K |
| Radnor Capital Management, LLC | Sold Out | 5.1K | 0 | -5.1K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.