STIFEL FINANCIAL CORP
Q2 2026 Form 13-F
Reports holdings for
- STIFEL NICOLAUS & CO INC MO · File #028-06972 · since Q1 2014
- Stifel Trust Company N A · File #028-06397 · since Q4 2014
- 1919 Investment Counsel LLC · File #028-11345 · since Q4 2014
- EquityCompass Investment Management · File #028-13156 · since Q4 2014
- Stifel Independent Advisors LLC · File #028-13699 · since Q1 2016
- Stifel Trust Co Delaware N A · File #028-16086 · since Q4 2015
- Washington Crossing Advisers LLC (not a 13F filer in our records) · File #028-19513 · since Q1 2019
- JACKSON NATIONAL ASSET MANAGEMENT LLC · File #028-06761 · Q2 2015 – Q4 2019 · declared by one filing
- Ziegler Capital Management LLC · File #028-10982 · Q1 2014 – Q4 2019 · declared by one filing
- Sterne Agee Asset Management, Inc. (not a 13F filer in our records) · File #028-15657 · Q2 2015 – Q2 2016 · declared by one filing
- Sterne Agee Investment Advisory Services (not a 13F filer in our records) · File #028-00001 · Q4 2015 – Q2 2016 · declared by one filing
- CURIAN CAPITAL LLC · File #028-10624 · Q2 2015 – Q1 2016 · declared by one filing
- Thomas Weisel Capital Management LLC (not a 13F filer in our records) · File #028-16312 · Q3 2014 – Q1 2016 · declared by one filing
- TRUST Co OF STERNE AGEE, INC. (not a 13F filer in our records) · File #028-13128 · Q2 2015 – Q3 2015 · declared by one filing
- THOMAS WEISEL GLOBAL GROWTH PARTNERS LLC (not a 13F filer in our records) · File #028-16871 · Q1 2015 – Q3 2015 · declared by one filing
- Montibus Capital Management LLC · File #028-15069 · Q4 2013 – Q2 2015
- SEI INVESTMENTS MANAGEMENT CORP · File #028-16475 · Q4 2014 – Q1 2015 · declared by one filing
- MISSOURI VALLEY PARTNERS INC · File #028-13899 · Q4 2013 – Q3 2014
Holdings reported by
- Highlander Partners L P · since Q2 2024 · declared by one filing
- MISSOURI VALLEY PARTNERS INC · Q2 2013 – Q3 2013 · declared by one filing
- Montibus Capital Management LLC · Q2 2013 – Q3 2013 · declared by one filing
- STIFEL NICOLAUS & CO INC MO · Q2 2013 – Q2 2013 · declared by one filing
Key People
Directors & officers from Form 4 filingsDescription and Activity
Stifel Financial Corp. is a financial holding company headquartered in St. Louis, Missouri, with a history spanning 133 years. The company operates through three primary segments: Global Wealth Management, Institutional Group, and Other. Serving a diverse clientele including individuals, corporations, municipalities, and institutions, Stifel offers a comprehensive range of financial services.
Stifel’s Global Wealth Management segment provides securities transactions, brokerage, and investment services through over 2,300 financial advisors located in 398 branch offices across the United States. The Institutional Group segment encompasses research, institutional sales and trading, investment banking, public finance, and syndicate activities. This segment also includes a robust research department that covers multiple industry groups and supports institutional sales and trading across various securities.
The company’s broker-dealer subsidiaries offer a variety of securities-related financial services, such as securities transactions, financial planning, institutional equity and fixed income sales and trading, and municipal finance. Investment banking services include mergers and acquisitions, public offerings, and private placements. Continue reading...
Stifel has grown both organically and through strategic acquisitions, enhancing its presence in the United Kingdom, Europe, and Canada. The company places a high value on human capital, focusing on attracting, developing, and retaining talented associates. Stifel emphasizes collaboration, hard work, and empathy within its culture, and is committed to diversity, equity, and inclusion.
Stifel is subject to extensive regulatory oversight, including compliance with regulations administered by the Federal Reserve, the Office of the Comptroller of the Currency, the Consumer Financial Protection Bureau, and the Securities and Exchange Commission. The company must meet minimum capital requirements and adhere to the Basel III framework, which influences its financial strategies and operations.
In the competitive financial services industry, Stifel competes with other securities firms, commercial banks, online service providers, and various financial institutions. The company relies on its ability to attract and retain qualified financial advisors, investment bankers, and trading professionals to maintain its competitive edge.
Stifel Financial Corp trades publicly on the New York Stock Exchange (NYSE) and the Chicago Stock Exchange (CHX). It operates through several subsidiaries, including Stifel Bancorp, a bank holding company, and maintains a commitment to serving as a source of financial strength for its depository institution subsidiaries.
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 12, 2026 |
| Form | 13F-HR |
| Reported value | $120.2B |
| Positions | 3,689 |
| Change in reported value | +10.5% |
| New positions | 212 |
| Exited positions | 134 |
| Position turnover | 9.1% |
| Top-10 concentration | 16.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 12, 2026
|
3,689 | $120.2B |
|
Q1 2026 13F
Filed May 12, 2026
|
3,611 | $108.8B |
|
Q4 2025 13F
Filed Feb 13, 2026
|
3,553 | $111.2B |
|
Q3 2025 13F
Filed Nov 12, 2025
|
3,521 | $109.5B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
3,453 | $102.8B |
|
Q1 2025 13F
Filed May 14, 2025
|
3,405 | $94.1B |
|
Q4 2024 13F
Filed Feb 13, 2025
|
3,362 | $96.0B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
3,357 | $95.4B |
|
Q2 2024 13F
Filed Aug 13, 2024
|
3,352 | $88.9B |
|
Q1 2024 13F
Filed May 14, 2024
|
3,323 | $87.8B |
|
Q4 2023 13F
Filed Feb 12, 2024
|
3,293 | $79.5B |
|
Q3 2023 13F
Filed Nov 13, 2023
|
3,253 | $71.1B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
3,299 | $73.1B |
|
Q1 2023 13F
Filed May 12, 2023
|
3,301 | $69.8B |
|
Q4 2022 13F
Filed Feb 13, 2023
|
3,264 | $66.6B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
3,249 | $61.1B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
3,286 | $63.9B |
|
Q1 2022 13F
Filed May 13, 2022
|
3,339 | $73.3B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
3,339 | $75.6B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
3,292 | $68.2B |
30 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | $3.3B | 2.75% |
| 2 | AAPL APPLE INC | $3.2B | 2.65% |
| 3 | MSFT MICROSOFT CORP | $2.4B | 2.0% |
| 4 | GOOGL ALPHABET INC | $2.1B | 1.71% |
| 5 | AMZN AMAZON COM INC | $2.0B | 1.67% |
| 6 | AVGO BROADCOM INC | $1.7B | 1.42% |
| 7 | CSCO CISCO SYS INC | $1.5B | 1.24% |
| 8 | JPM JPMORGAN CHASE & CO | $1.3B | 1.05% |
| 9 | GOOG ALPHABET INC | $1.2B | 1.01% |
| 10 | SPY STATE STR SPDR S&P 500 ETF T | $1.2B | 0.98% |
| 11 | VOO VANGUARD INDEX FDS | $1.1B | 0.95% |
| 12 | JNJ JOHNSON & JOHNSON | $1.1B | 0.94% |
| 13 | IVW ISHARES TR | $1.1B | 0.93% |
| 14 | V VISA INC | $1.1B | 0.91% |
| 15 | MRK MERCK & CO INC | $1.0B | 0.87% |
| 16 | IEFA ISHARES TR | $1.0B | 0.85% |
| 17 | LLY ELI LILLY & CO | $943.9M | 0.79% |
| 18 | ABBV ABBVIE INC | $912.2M | 0.76% |
| 19 | HD HOME DEPOT INC | $905.8M | 0.75% |
| 20 | PEP PEPSICO INC | $844.9M | 0.7% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.