Skip to content
Disclosery

SF STIFEL FINL CORP

Follow

COM (common), issuer CIK 720672

616 managers (630 13F filers) reported a position in SF shares at 2025-12-31, 89,861,452 shares in all. 99 filers opened a position and 40 filers sold out during the quarter.

Managers
616
13F filers
630
New
99
Added
217
Reduced
201
Sold out
40
Shares held by filers
89,861,452

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Legacy Capital Wealth Partners, LLC2,877$360K0.08%-38413F-HRTimeline
Kera Capital Partners, Inc.2,918$360K0.04%new13F-HRTimeline
Blue Trust, Inc.2,869$359K<0.01%-2613F-HRTimeline
Parcion Private Wealth LLC2,860$358K0.02%new13F-HRTimeline
Compound Planning, Inc.2,856$358K0.01%+40813F-HRTimeline
WADDELL & ASSOCIATES, LLC2,826$354K0.02%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,795$350K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC2,768$347K<0.01%+2,07913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,725$341K<0.01%-6,80113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,721$341K<0.01%+33713F-HRTimelineGroup
Integrated Advisors Network LLC2,707$339K0.02%-3913F-HRTimeline
ETF Store, Inc.2,672$335K0.34%013F-HRTimeline
Sage Mountain Advisors LLC2,659$333K0.02%-3513F-HRTimeline
GREENLEAF TRUST2,642$331K<0.01%+5113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,631$329K<0.01%-41013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP2,621$328K<0.01%-2113F-HRTimeline
Brooklyn Investment Group2,533$323K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,570$322K<0.01%+62613F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,564$321K0.05%013F-HRTimelineGroup
Allworth Financial LP2,531$317K<0.01%+1,44913F-HRTimeline
Midwest Trust Co2,520$316K<0.01%-12513F-HRTimeline
SMITH, MOORE & CO.2,499$313K0.02%-20913F-HRTimeline
Formidable Asset Management, LLC2,700$306K0.04%013F-HRTimeline
Icon Wealth Advisors, LLC2,439$306K0.02%-413F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT2,379$298K0.02%-2,75813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,351$294K0.01%+1,23813F-HRTimelineGroup
Serenity Investment Advisors2,256$293K0.17%13F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co2,337$293K0.01%-3713F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC2,192$292K0.03%new13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …2,311$292K<0.01%+1,31213F-HRTimelineGroup
COUNTRY TRUST BANK2,250$282K0.01%013F-HRTimeline
Ballentine Partners, LLC2,247$281K<0.01%+5513F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC2,230$279K0.02%013F-HRTimeline
PINNACLE ASSOCIATES LTD2,224$278K<0.01%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,224$278K0.02%new13F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,216$277K0.02%new13F-HRTimeline
Clearstead Advisors, LLC2,203$276K<0.01%+1,93513F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC2,200$275K0.07%013F-HRTimeline
PROFUND ADVISORS LLC2,180$273K0.01%-17613F-HRTimeline
ANB BANK2,179$273K0.11%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,143$268K0.02%new13F-HRTimeline
EVOKE WEALTH, LLC2,134$267K0.01%new13F-HRTimeline
Moody Aldrich Partners LLC2,110$264K0.05%-613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,110$264K0.02%-14313F-HRTimelineGroup
Intellus Advisors LLC2,092$262K0.03%new13F-HRTimeline
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd2,080$260K0.03%013F-HRTimelineGroup
waypoint wealth counsel2,079$260K0.1%+14313F-HRTimeline
Grant Private Wealth Management Inc2,050$257K0.16%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,040$255K0.17%013F-HRTimeline
111 Capital2,037$255K0.06%-4,41813F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC1,977$248K<0.01%new13F-HRTimeline
NewEdge Wealth, LLC1,900$238K<0.01%new13F-HRTimeline
Trueblood Wealth Management, LLC1,900$238K0.09%-10013F-HRTimeline
QTR Family Wealth, LLC1,890$237K0.1%new13F-HRTimeline
PCM Encore, LLC1,892$237K0.05%13F-HRTimeline
SAPIENT CAPITAL LLC1,861$236K<0.01%new13F-HRTimeline
Leo Wealth, LLC1,818$228K0.02%new13F-HRTimeline
Savvy Advisors, Inc.1,790$224K0.01%new13F-HRTimeline
Rothschild Wealth LLC1,780$223K0.02%new13F-HR/ATimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …1,776$222K0.02%new13F-HRTimelineGroup
SAGE RHINO CAPITAL LLC1,759$220K0.04%new13F-HRTimeline
Torren Management, LLC1,758$220K0.11%13F-HRTimeline
Vise Technologies, Inc.1,751$219K<0.01%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC1,750$219K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC1,732$217K<0.01%+33713F-HRTimeline
First Bank & Trust1,732$217K0.04%new13F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…1,721$216K0.07%new13F-HRTimeline
EP Wealth Advisors, LLC1,717$215K<0.01%13F-HRTimeline
Rafferty Asset Management, LLC1,711$214K<0.01%-5413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,704$213K<0.01%new13F-HRTimeline
UMB Bank, n.a.1,689$211K<0.01%+5313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,687$211K0.01%-64213F-HRTimelineGroup
TT International Asset Management LTD1,683$210K0.04%-20,78113F-HRTimeline
Keystone Financial Services1,662$208K0.06%new13F-HRTimeline
Hamilton Capital Partners Inc.1,639$205K0.01%-14713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,770$205K<0.01%new13F-HRTimelineGroup
Next Level Private LLC1,630$204K0.05%new13F-HRTimeline
US Asset Management LLC1,629$204K0.17%new13F-HRTimeline
GenTrust, LLC1,624$203K0.01%new13F-HRTimeline
Financial & Tax Architects, LLC1,614$202K0.05%new13F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC1,606$201K0.03%new13F-HRTimeline
DANSKE BANK A/S1,600$200K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,507$189K<0.01%+1,04113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,474$185K<0.01%+77213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hilltop National Bank1,341$168K0.04%-16513F-HRTimeline
Versant Capital Management, Inc1,320$165K0.02%+24113F-HRTimeline
FINANCIAL CONSULATE, INC1,243$156K0.02%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,208$151K<0.01%+213F-HRTimeline
State of Wyoming1,116$140K0.02%-30213F-HRTimeline
DekaBank Deutsche Girozentrale1,489$131K<0.01%013F-HRTimeline
Kemnay Advisory Services Inc.1,015$127K0.02%new13F-HRTimeline
SageView Advisory Group, LLC941$118K<0.01%new13F-HRTimeline
Quarry LP917$115K0.02%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC890$112K<0.01%+19313F-HRTimelineGroup
MAI Capital Management825$103K<0.01%+60213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO811$102K<0.01%+10613F-HRTimelineGroup
Smartleaf Asset Management LLC772$98K<0.01%-8513F-HRTimeline
Aster Capital Management (DIFC) Ltd727$91K0.04%-2,00513F-HRTimeline
Arax Advisory Partners700$87.7K<0.01%-25,39013F-HRTimeline
Bruce G. Allen Investments, LLC693$86.8K0.06%-3713F-HRTimeline
Measured Wealth Private Client Group, L…637$79.8K0.02%-60613F-HRTimeline
Covestor Ltd590$74K0.04%+5013F-HRTimeline
Quent Capital, LLC586$73.4K0.01%+12113F-HRTimeline
MONTAG A & ASSOCIATES INC585$73.3K<0.01%-3713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/531$66.5K<0.01%+3113F-HRTimelineGroup
SJS Investment Consulting Inc.524$65.6K0.01%+22613F-HRTimeline
True Wealth Design, LLC470$58.9K0.02%+28813F-HRTimeline
MassMutual Private Wealth & Trust, FSB466$58.4K<0.01%013F-HRTimeline
Pinnacle Holdings, LLC454$56.9K0.02%+17013F-HRTimeline
Park Place Capital Corp439$55K0.01%-3613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.400$50.1K<0.01%new13F-HRTimelineGroup
Root Financial Partners, LLC400$50.1K<0.01%+7413F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK400$50.1K<0.01%-4413F-HRTimelineGroup
Wellington Grp LLC363$45.5K0.02%13F-HR/ATimeline
WELLINGTON-ALTUS USA INC.355$44.5K0.03%13F-HRTimeline
HM PAYSON & CO328$41.1K<0.01%013F-HRTimeline
JTC Employer Solutions Trustee Ltd321$40K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP287$36K<0.01%+3813F-HRTimelineGroup
Caitong International Asset Management …273$34.2K0.01%new13F-HR/ATimeline
LANARK FINANCIAL, INC.263$32.9K<0.01%-4713F-HRTimeline
Keating Financial Advisory Services, In…244$30.6K<0.01%13F-HRTimeline
Activest Wealth Management242$30.3K0.01%+24013F-HRTimeline
Basecamp Wealth Advisors LLC223$27.9K0.01%13F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …212$26.5K<0.01%013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.211$26.4K<0.01%new13F-HRTimeline
Elyxium Wealth, LLC188$23.5K0.01%new13F-HRTimeline
MidFirst Bank187$23.4K<0.01%13F-HRTimeline
Salomon & Ludwin, LLC173$23K<0.01%013F-HRTimeline
V-Square Quantitative Management LLC181$22.7K<0.01%new13F-HRTimeline
Bayforest Capital Ltd173$21.7K0.02%new13F-HRTimeline
Fortitude Family Office, LLC162$20.3K<0.01%-113F-HRTimeline
CENTRAL TRUST Co149$18.7K<0.01%013F-HRTimeline
WPG Advisers, LLC147$18.4K0.01%+913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…144$18K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV143$17.9K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC132$16.5K<0.01%+3213F-HRTimeline
OAKWORTH CAPITAL, INC.124$15.5K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc106$13.3K<0.01%+4913F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners100$12.5K<0.01%new13F-HRTimelineGroup
Dogwood Wealth Management LLC97$12.1K0.01%013F-HRTimeline
Boreal Capital Management LLC97$12.1K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC94$11.8K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…92$11.5K<0.01%+313F-HRTimelineGroup
First Pacific Financial86$10.8K<0.01%+2113F-HRTimeline
HARBOUR INVESTMENTS, INC.82$10.3K<0.01%+2213F-HRTimeline
North Star Investment Management Corp.79$9.89K<0.01%+2513F-HRTimeline
Cornerstone Planning Group LLC74$9.34K<0.01%-3413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC67$8.93K<0.01%-2513F-HRTimeline
Basepoint Wealth LLC68$8.57K0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC67$8.41K0.01%-1013F-HRTimeline
Sunbelt Securities, Inc.62$7.76K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST55$6.89K<0.01%new13F-HRTimeline
WealthCollab, LLC51$6.39K<0.01%013F-HRTimeline
Millstone Evans Group, LLC48$6.01K<0.01%013F-HRTimeline
Daytona Street Capital LLC48$6.01K<0.01%13F-HRTimeline
Motiv8 Investments LLC51$6K<0.01%new13F-HRTimeline
IFC & Insurance Marketing, Inc.50$6K0.01%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp47$5.89K<0.01%+3713F-HRTimelineGroup
Cape Investment Advisory, Inc.47$5.88K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC46$5.81K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…42$5.27K<0.01%+3513F-HRTimelineGroup
WEBSTER BANK, N. A.42$5.26K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.41$5.13K<0.01%+2013F-HRTimeline
High Note Wealth, LLC39$4.88K<0.01%+1113F-HRTimeline
Private Wealth Management Group, LLC39$4.88K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.37$4.63K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC36$4.51K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.33$4.13K<0.01%-14713F-HRTimelineGroup
Capital Advisors, Ltd. LLC32$4K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA30$3.76K<0.01%-2913F-HRTimeline
Costello Asset Management, INC30$3.76K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC30$3.76K<0.01%13F-HRTimeline
IMA Advisory Services, Inc.29$3.63K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC28$3.51K<0.01%013F-HRTimeline
CoreCap Advisors, LLC27$3.38K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…26$3.26K<0.01%new13F-HRTimeline
Sachetta, LLC26$3.26K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC25$3.13K<0.01%013F-HRTimeline
Manchester Capital Management LLC23$2.88K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.23$2.88K<0.01%013F-HRTimeline
Ares Financial Consulting, LLC21$2.63K<0.01%13F-HRTimeline
Addison Advisors LLC19$2.38K<0.01%new13F-HRTimeline
ORG Partners LLC19$2.38K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT18$2.25K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC17$2.13K<0.01%new13F-HRTimeline
CVA Family Office, LLC17$2.13K<0.01%013F-HRTimeline
SHP Wealth Management17$2.13K<0.01%13F-HRTimeline
Glen Eagle Advisors, LLC17$2.07K<0.01%+113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.16$2K<0.01%13F-HRTimeline
Avion Wealth18$2K<0.01%+813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC15$1.88K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC13$1.63K<0.01%13F-HRTimeline
Principia Wealth Advisory, LLC12$1.5K<0.01%-113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC12$1.5K<0.01%013F-HRTimeline
Hughes Financial Services, LLC12$1.5K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC12$1.5K<0.01%+213F-HRTimeline
Investors Portfolio Services LLC11$1.41K<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC11$1.38K<0.01%+413F-HRTimeline
Kilter Group LLC10$1.25K<0.01%013F-HRTimeline
Cromwell Holdings LLC10$1.25K<0.01%013F-HRTimeline