SF Institutional Ownership
Who owns Stifel Financial Corp and what the big funds did with it last quarter, from every SEC 13F filing. 596 funds reported holding SF at Jun 30, 2026.
- ▼243 buying vs 345 selling
- ▲Shares held by funds +1.2%
- ▼Funds holding -41
- ▲Superinvestors: 3 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 596 | 637 | −6.4% |
| In funds' top 10 | 2 | 4 | −50.0% |
| 13F shares | 139M | 137M | +1.2% |
| Held by funds | – | – | – |
| New positions | 56 | 68 | −17.6% |
| Increased | 187 | 506 | −63.0% |
| Reduced | 253 | 46 | +450.0% |
| Sold out | 92 | 68 | +35.3% |
| Calls (shares) | 1,500 | 0 | – |
| Puts (shares) | 24K | 0 | – |
| Put/call ratio | 16.20 | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SF
All superinvestors →Who owns SF
share of fund held shares- Index and passive funds32.3%
- Active managers and hedge funds50.2%
- Banks and brokers13.5%
- Pensions, insurers and other4.0%
The top 10 holders own 45.3% of all SF shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
157 funds changed their position- Principal Financial Group IncTrimmed−614K sh
- Assenagon Asset Management S.A.Trimmed−407K sh
- Argent Capital Management LLCNew+200K sh
- Creative PlanningAdded+56K sh
- New York State Teachers Retirement SystemTrimmed−28K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | – | 14.8M | $1B | +293K |
| 2 | Fmr LLC | – | 8.5M | $595M | +399K |
| 3 | Vanguard Portfolio Management LLC | – | 7.2M | $500M | +40K |
| 4 | Vanguard Capital Management LLC | – | 6.7M | $465M | +12K |
| 5 | AQR Capital Management LLC | – | 6M | $419M | −2.5M |
| 6 | State Street Corp | – | 4.9M | $340M | +223K |
| 7 | Boston Partners | – | 4.4M | $307M | +163K |
| 8 | Stifel Financial Corp | – | 3.9M | $271M | +112K |
| 9 | Earnest Partners LLC | – | 3.6M | $252M | −82K |
| 10 | Dimensional Fund Advisors LP | – | 2.9M | $202M | +286K |
- Norges Bank+2.1M sh+$144M
- Millennium Management LLC+1.5M sh+$108M
- Two Sigma Investments, LP+861K sh+$60.1M
- Assenagon Asset Management S.A.+855K sh+$59.6M
- Goldman Sachs Group Inc+559K sh+$39M
- Squarepoint Ops LLC+514K sh+$35.9M
- Algebris (uk) Ltd+403K sh+$28.1M
- Fmr LLC+399K sh+$27.8M
- AQR Capital Management LLC−2.5M sh−$172M
- Marshall Wace, LLP−1.3M sh−$89.3M
- Wellington Management Group LLP−1.1M sh−$79M
- Point72 Asset Management, L.P.−726K sh−$53.7M
- Fiera Capital Corp−526K sh−$36.7M
- Jane Street Group, LLC−425K sh−$29.6M
- Woodline Partners LP−363K sh−$26.8M
- Amundi−338K sh−$23.5M
SF institutional ownership FAQ
Who owns the most SF stock?
In Q2 2026 13F filings the largest holder of SF was BlackRock, Inc., followed by Fmr LLC and Vanguard Portfolio Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of SF is owned by institutions?
596 funds reported holding 139M SF shares at Jun 30, 2026.
Are hedge funds buying SF?
In Q2 2026, 243 funds bought SF (56 of them new positions) and 345 sold (92 sold out completely). Among well known investors, 3 added and 2 cut. Our fund sentiment for SF is neutral.
What is SF's institutional put/call ratio?
Funds reported $1.7M of SF puts against $105K of calls, a put/call ratio of 16.20. Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this SF ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.




