STIFEL FINANCIAL CORP
Follow13F filer, CIK 720672, ST. LOUIS, MO
STIFEL FINANCIAL CORP reported $108,790,749,397 across 3,624 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-12. Its ten largest share positions make up 15.89% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000720672-26-000007
- Period
- 2026-03-31
- Reported value
- $109B
- Holdings
- 3,624
- Top 10 weight
- 15.89%
- New
- 215
- Sold out
- 156
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| ABBVadded | +1,264,508 | $275M |
| YUMadded | +1,692,453 | $263M |
| AZNnew | +684,404 | $135M |
| SFadded | +1,489,893 | $110M |
| PAYXadded | +878,618 | $80.9M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| WMTreduced | -6,340,420 | -$788M |
| MSFTreduced | -354,414 | -$131M |
| AZNexited | -1,288,855 | -$118M |
| JNJreduced | -414,874 | -$101M |
| IWDreduced | -450,504 | -$96.3M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 3,611 share positions
Principal amounts
Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).
| Security | Type | Amount | Value | Change |
|---|---|---|---|---|
| REDWOOD TRUST INCREDWOOD TRUST INC Convertible | principal | 465,610 | $466K | +289,495 |
| BLACKSTONE MORTGAGE TRUST INBLACKSTONE MORTGAGE TRUST IN NOTE 5.500% 3/1 | principal | 99,000 | $99K | new |
| GREEN PLAINS INCGREEN PLAINS INC NOTE 2.250% 3/1 | principal | 79,320 | $79.3K | +2,720 |
| GLADSTONE CAP CORPGLADSTONE CAP CORP NOTE 5.875%10/0 | principal | 46,764 | $46.8K | -1,986 |
| WINNEBAGO INDS INCWINNEBAGO INDS INC NOTE 3.250% 1/1 | principal | 45,100 | $45.1K | -1,775 |
| TELADOC HEALTH INCTELADOC HEALTH INC NOTE 1.250% 6/0 | principal | 42,930 | $42.9K | new |
| CAPITAL SOUTHWEST CORPCAPITAL SOUTHWEST CORP Convertible Bond | principal | 40,760 | $40.8K | new |
| SNAP INCSNAP INC NOTE 0.75% 08/01/2026 | principal | 32,000 | $31.2K | 0 |
| WAYFAIR INCWAYFAIR INC NOTE 1.000% 8/1 | principal | 33,000 | $31.1K | 0 |
| AKAMAI TECHNOLOGIES INCAKAMAI TECHNOLOGIES INC NOTE 0.375% 9/0 | principal | 26,000 | $30.1K | 0 |
| RIVIAN AUTOMOTIVE INCRIVIAN AUTOMOTIVE INC NOTE 4.625% 3/1 | principal | 26,750 | $26.8K | -4,656 |
| STARWOOD PPTY TR INCSTARWOOD PPTY TR INC NOTE 6.750% 7/1 | principal | 20,330 | $20.3K | -330 |
| LUMENTUM HLDGS INCLUMENTUM HLDGS INC NOTE 0.500%12/1 | principal | 14,138 | $14.1K | new |
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| AZNASTRAZENECA PLC-SPONS ADR | 1,288,855 | $118M | shares |
| AMCOR PLCAMCOR PLC | 2,667,488 | $22.2M | shares |
| CMACOMERICA INC | 241,005 | $21M | shares |
| CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL | 26,379 | $11.8M | shares |
| NATLNCR ATLEOS CORPORATION | 193,746 | $7.38M | shares |
| FLYWFLYWIRE CORPORATION | 479,241 | $6.79M | shares |
| SNVSYNOVUS FINANCIAL CORP | 124,155 | $6.21M | shares |
| CWANCLEARWATER ANALYTICS HLDGS I | 237,009 | $5.72M | shares |
| IAINNOVATIVE SOLUTIONS & SUPPO | 291,945 | $5.53M | shares |
| EXASEXACT SCIENCES CORP | 51,139 | $5.19M | shares |
| BXMXNUVEEN S&P 500 BUY-WRITE INCOM | 326,600 | $4.8M | shares |
| BLACKROCK MUNICIPAL INCOME …BLACKROCK MUNICIPAL INCOME QUA | 418,389 | $4.58M | shares |
| DVAXDYNAVAX TECHNOLOGIES CORP | 268,108 | $4.12M | shares |
| EWWISHARES INC | 57,029 | $3.95M | shares |
| CGAUCENTERRA GOLD INC | 254,984 | $3.66M | shares |
| PRGSPROGRESS SOFTWARE CORP | 84,786 | $3.64M | shares |
| NYMAB ACTIVE ETFS INC | 117,283 | $2.93M | shares |
| PIPRPIPER SANDLER COS | 8,350 | $2.84M | shares |
| MOFGMIDWESTONE FINANCIAL GROUP I | 72,812 | $2.8M | shares |
| SIGSIGNET JEWELERS LTD | 30,975 | $2.57M | shares |
| CRAICRA INTL INC | 12,178 | $2.44M | shares |
| STAASTAAR SURGICAL CO | 102,835 | $2.37M | shares |
| MNDYMONDAY COM LTD | 15,294 | $2.26M | shares |
| ALAIR LEASE CORP | 31,144 | $2M | shares |
| AHRTAH RLTY TR INC | 299,960 | $1.99M | shares |
| YPFYPF SOCIEDAD ANONIMA | 53,608 | $1.94M | shares |
| ALKTALKAMI TECHNOLOGY INC | 81,627 | $1.88M | shares |
| CSGSCSG SYS INTL INC | 23,991 | $1.84M | shares |
| RAMPLIVERAMP HLDGS INC | 59,513 | $1.75M | shares |
| TELFYTELEFONICA SA-SPON ADR | 412,739 | $1.67M | shares |
| IIIVI3 VERTICALS INC | 65,885 | $1.66M | shares |
| AAUCALLIED GOLD CORP | 71,464 | $1.64M | shares |
| PEYINVESCO EXCHANGE TRADED FD T | 72,263 | $1.47M | shares |
| BLCOBAUSCH PLUS LOMB CORP | 84,659 | $1.45M | shares |
| OXY/WSOCCIDENTAL PETE CORP | 71,920 | $1.39M | shares |
| GGALGRUPO FINANCIERO GALICIA S.A | 24,606 | $1.33M | shares |
| PONYPONY AI INC | 83,334 | $1.21M | shares |
| BOXBOX INC | 38,958 | $1.17M | shares |
| LYFTLYFT INC | 59,235 | $1.15M | shares |
| CADECADENCE BANK | 26,625 | $1.14M | shares |
| AEOAMERICAN EAGLE OUTFITTERS IN | 41,884 | $1.1M | shares |
| SRPTSAREPTA THERAPEUTICS INC | 51,108 | $1.1M | shares |
| WCLDWISDOMTREE TR | 30,937 | $1.08M | shares |
| PNFPPINNACLE FINANCIAL PARTNERS | 10,011 | $955K | shares |
| AXTAAXALTA COATING SYS LTD | 28,636 | $925K | shares |
| SHBISHORE BANCSHARES INC | 51,363 | $908K | shares |
| JPIBJ P MORGAN EXCHANGE TRADED F | 18,055 | $879K | shares |
| ASAMER SPORTS INC | 21,845 | $816K | shares |
| TIGRUP FINTECH HLDG LTD | 81,822 | $782K | shares |
| OSONESTREAM INC | 41,168 | $757K | shares |
| QIAGEN N.V.QIAGEN N.V. | 16,480 | $741K | shares |
| FFICFLUSHING FINL CORP | 47,037 | $714K | shares |
| PCHPOTLATCHDELTIC CORP | 17,591 | $700K | shares |
| SEMLER SCIENTIFIC INCSEMLER SCIENTIFIC INC | 45,376 | $694K | shares |
| CFLTCONFLUENT INC-CLASS A | 22,202 | $671K | shares |
| DJCODAILY JOURNAL CORP | 1,332 | $649K | shares |
| SMIDSMITH MIDLAND CORP | 16,608 | $604K | shares |
| NFRAFLEXSHARES TR | 9,794 | $593K | shares |
| EWAISHARES INC | 22,534 | $590K | shares |
| MASIMASIMO CORP | 4,526 | $589K | shares |
| FNKFIRST TR EXCHANGE-TRADED ALP | 10,566 | $588K | shares |
| FSECFIDELITY MERRIMACK STR TR | 13,102 | $578K | shares |
| SLXVANECK ETF TRUST | 6,726 | $571K | shares |
| DIAXNUVEEN DOW 30SM DYNAMIC OVERWR | 35,361 | $540K | shares |
| ALCOALICO INC | 14,101 | $513K | shares |
| PARPAR TECHNOLOGY CORP | 13,663 | $496K | shares |
| RCIROGERS COMMUNICATIONS INC | 13,070 | $493K | shares |
| IBOCINTERNATIONAL BANCSHARES COR | 7,168 | $476K | shares |
| DOLEDOLE PLC | 30,968 | $464K | shares |
| NGDNEW GOLD INC | 52,250 | $455K | shares |
| MMSMAXIMUS INC | 4,675 | $404K | shares |
| BLACKROCK MUN INCOME TRBLACKROCK MUN INCOME TR | 38,720 | $388K | shares |
| NRPNATURAL RESOURCE PARTNERS LP | 3,613 | $377K | shares |
| SHYMBLACKROCK ETF TRUST II | 16,834 | $374K | shares |
| TOGAMANAGED PORTFOLIO SER | 10,541 | $361K | shares |
| SNDSMART SAND INC | 85,949 | $344K | shares |
| MIDDMIDDLEBY CORP | 2,305 | $343K | shares |
| QDFFLEXSHARES TR | 4,094 | $331K | shares |
| THNQEXCHANGE TRADED CONCEPTS TRU | 5,185 | $329K | shares |
| ONEOSPDR SERIES TRUST | 2,450 | $317K | shares |
| INDYISHARES TR | 6,337 | $312K | shares |
| GIBCGI INC | 3,347 | $310K | shares |
| TRPAHARTFORD FDS EXCHANGE TRADED | 7,904 | $308K | shares |
| ZGZILLOW GROUP INC | 4,434 | $303K | shares |
| OMOUTSET MED INC | 79,924 | $297K | shares |
| JFLXJ P MORGAN EXCHANGE TRADED F | 5,901 | $296K | shares |
| IFLNINVESCO EXCH TRADED FD TR II | 15,903 | $296K | shares |
| DUOLDUOLINGO INC | 1,680 | $295K | shares |
| EWDISHARES INC | 5,920 | $291K | shares |
| CDXSCODEXIS INC | 177,750 | $290K | shares |
| ALEXALEXANDER & BALDWIN INC | 13,944 | $288K | shares |
| IPORENAISSANCE CAP GREENWICH FD | 6,198 | $283K | shares |
| QDTEROUNDHILL ETF TRUST | 9,051 | $279K | shares |
| XMQTXBLACKROCK MUNIYIELD QLTY II | 27,574 | $277K | shares |
| LXP INDUSTRIAL TRUSTLXP INDUSTRIAL TRUST | 5,700 | $268K | shares |
| BLBLACKLINE INC | 4,821 | $267K | shares |
| ALGMALLEGRO MICROSYSTEMS INC | 10,050 | $265K | shares |
| BITBBITWISE BITCOIN ETF TR | 5,490 | $261K | shares |
| OVTLISTED FDS TR | 11,864 | $261K | shares |
| RSPDINVESCO EXCHANGE TRADED FD T | 4,519 | $258K | shares |
| KBHKB HOME | 4,476 | $252K | shares |
| SMOGVANECK ETF TRUST | 1,944 | $252K | shares |
| KFKOREA FD INC | 6,799 | $247K | shares |
| KKR & CO INCKKR & CO INC | 4,750 | $246K | shares |
| HEWLETT PACKARD ENTERPRISE CHEWLETT PACKARD ENTERPRISE C | 3,650 | $243K | shares |
| GBXGREENBRIER COS INC | 5,195 | $243K | shares |
| PALLABRDN PALLADIUM ETF TRUST | 1,661 | $241K | shares |
| SLMSLM CORP | 8,507 | $230K | shares |
| XHLFBONDBLOXX ETF TRUST | 4,509 | $227K | shares |
| FFAFIRST TR ENHANCED EQUITY | 10,185 | $224K | shares |
| DAXGLOBAL X FDS | 4,833 | $220K | shares |
| ASAASA GOLD AND PRECIOUS MTLS L | 3,681 | $220K | shares |
| BBAXJ P MORGAN EXCHANGE TRADED F | 3,798 | $214K | shares |
| GOEXGLOBAL X FDS | 2,619 | $211K | shares |
| BBWIBATH & BODY WORKS INC | 10,417 | $209K | shares |
| LXULSB INDS INC | 24,530 | $209K | shares |
| TMFSRBB FD INC | 5,851 | $204K | shares |
| SEMGEA SERIES TRUST | 7,416 | $203K | shares |
| SNPEDBX ETF TR | 3,238 | $202K | shares |
| LAURLAUREATE ED INC | 5,999 | $202K | shares |
| MILNGLOBAL X FDS | 4,295 | $202K | shares |
| EPR PPTYSEPR PPTYS | 6,696 | $200K | shares |
| GDLGDL FD | 21,391 | $181K | shares |
| XMYDXBLACKROCK MUNIYIELD FUND | 17,113 | $180K | shares |
| CGBDCARLYLE SECURED LENDING INC | 13,520 | $169K | shares |
| BLACKROCK MUNI INC TR IIBLACKROCK MUNI INC TR II | 15,992 | $167K | shares |
| PDPAGERDUTY INC | 12,728 | $167K | shares |
| AVPTAVEPOINT INC | 11,554 | $160K | shares |
| TWO HARBORS INVENTMENT CORPOTWO HARBORS INVENTMENT CORPO | 155,220 | $155K | principal |
| TEOTELECOM ARGENTINA SA | 13,081 | $152K | shares |
| DLNGDYNAGAS LNG PARTNERS LP | 39,912 | $150K | shares |
| EVFEATON VANCE SR INCOME TR | 28,545 | $150K | shares |
| EVGOEVGO INC | 49,307 | $143K | shares |
| JRINUVEEN REAL ASSET INCOME & G | 10,367 | $141K | shares |
| DSUBLACKROCK DEBT STRATEGIES FD | 12,624 | $129K | shares |
| PCYOPURE CYCLE CORP | 11,673 | $128K | shares |
| MUJBLACKROCK MUNIHLDGS NJ QLTY | 10,313 | $123K | shares |
| BBBLACKBERRY LTD | 31,587 | $120K | shares |
| BTDRBITDEER TECHNOLOGIES GROUP | 10,000 | $112K | shares |
| SERVSERVE ROBOTICS INC | 10,685 | $111K | shares |
| PSNLPERSONALIS INC | 13,933 | $111K | shares |
| ABRARBOR REALTY TRUST INC | 13,613 | $106K | shares |
| TCPCBLACKROCK TCP CAPITAL CORP | 18,614 | $102K | shares |
| ACVAACV AUCTIONS INC | 10,565 | $84.7K | shares |
| SANASANA BIOTECHNOLOGY INC | 19,314 | $78.6K | shares |
| FUBOFUBOTV INC | 25,746 | $64.9K | shares |
| NIONIO INC | 11,807 | $60.2K | shares |
| AMPX/WSAMPRIUS TECHNOLOGIES INC | 21,500 | $55.3K | shares |
| UWMCUWM HOLDINGS CORPORATION | 12,609 | $55.2K | shares |
| XAWPXABRDN GLOBAL PREMIER PROPERT | 14,219 | $54.6K | shares |
| PENNYMAC CORPPENNYMAC CORP | 51,818 | $51.8K | principal |
| LEELEE ENTERPRISES INC | 10,675 | $51.1K | shares |
| PROPPRAIRIE OPER CO | 28,002 | $47.3K | shares |
| OMEXODYSSEY MARINE EXPL INC | 15,000 | $29.4K | shares |
| REPARE THERAPEUTICS INCREPARE THERAPEUTICS INC | 10,000 | $26K | shares |
| VAIL RESORTS INCVAIL RESORTS INC | 14,970 | $15K | principal |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0000720672-26-000007 | base | 2026-05-12 | acceptance time not in the bulk data set |