Stifel Financial Corp. (SF) Ownership
SF ownership summary
as of October 18, 2026- Institutions
- 93.5% of shares outstanding
- Insiders
- 3.17% of shares outstanding
- Shares outstanding
- 151.0M
- Float
- 145.5M shares available to trade
- Short interest
- 2.92% 4.3M shares short
- Days to cover
- 3.14 short interest down 2.7% vs prior month
- Institutions 93.53%
- Insiders 3.17%
- Other investors 3.30%
SF top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 9.79% | 14.8M | $998.5M | +292,535 (+2.0%) | June 30, 2026 |
| 2 | FMR Inc | 5.65% | 8.5M | $576.6M | +398,571 (+4.9%) | June 30, 2026 |
| 3 | Vanguard Portfolio Management, LLC | 4.74% | 7.2M | $484.0M | +39,937 (+0.6%) | June 30, 2026 |
| 4 | Vanguard Capital Management, LLC | 4.41% | 6.7M | $449.9M | +11,794 (+0.2%) | June 30, 2026 |
| 5 | AQR Capital Management LLC | 3.97% | 6.0M | $405.5M | −2.5M (−29.1%) | June 30, 2026 |
| 6 | State Street Corp | 3.23% | 4.9M | $329.4M | +223,230 (+4.8%) | June 30, 2026 |
| 7 | Boston Partners Global Investors, Inc | 2.92% | 4.4M | $297.5M | +163,441 (+3.9%) | June 30, 2026 |
| 8 | Stifel Financial Corp | 2.57% | 3.9M | $262.6M | +111,723 (+3.0%) | June 30, 2026 |
| 9 | Earnest Partners LLC | 2.39% | 3.6M | $243.8M | −81,584 (−2.2%) | June 30, 2026 |
| 10 | Dimensional Fund Advisors, Inc. | 1.92% | 2.9M | $196.1M | +285,812 (+10.9%) | June 30, 2026 |
| 11 | Geode Capital Management, LLC | 1.92% | 2.9M | $195.7M | +45,439 (+1.6%) | June 30, 2026 |
| 12 | Capital Research Global Investors | 1.78% | 2.7M | $181.3M | −114,171 (−4.1%) | June 30, 2026 |
| 13 | AllianceBernstein L.P. | 1.75% | 2.6M | $178.2M | −69,833 (−2.6%) | June 30, 2026 |
| 14 | Wellington Management Company LLP | 1.70% | 2.6M | $173.3M | −1.1M (−30.6%) | June 30, 2026 |
| 15 | Morgan Stanley - Brokerage Accounts | 1.52% | 2.3M | $154.8M | +316,245 (+16.0%) | June 30, 2026 |
| 16 | NORGES BANK | 1.37% | 2.1M | $139.3M | −4,030 (−0.2%) | June 30, 2026 |
| 17 | Millennium Management LLC | 1.31% | 2.0M | $133.2M | +1.5M (+364.5%) | June 30, 2026 |
| 18 | Bank of America Corp | 1.17% | 1.8M | $119.6M | −104,662 (−5.6%) | June 30, 2026 |
| 19 | The Goldman Sachs Group Inc | 1.11% | 1.7M | $112.9M | +558,515 (+50.2%) | June 30, 2026 |
| 20 | Fisher Asset Management, LLC | 1.09% | 1.7M | $111.6M | −35,698 (−2.1%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 12 holders added 4.0M shares and 8 cut 4.0M.
SF top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 3.56% | 5.4M | $363.4M | −1,920 (−0.0%) | September 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 3.07% | 4.6M | $313.0M | −4,802 (−0.1%) | August 31, 2026 |
| 3 | American Funds SMALLCAP World A | 2.27% | 3.4M | $231.9M | +1.1M (+48.0%) | September 30, 2026 |
| 4 | Vanguard Small Cap Index | 2.14% | 3.2M | $218.1M | −124,102 (−3.7%) | September 30, 2026 |
| 5 | JHancock Disciplined Value Mid Cap I | 1.86% | 2.8M | $189.7M | −44,684 (−1.6%) | August 31, 2026 |
| 6 | Vanguard MStar Small Cap Value Index | 1.39% | 2.1M | $142.0M | −28,035 (−1.3%) | September 30, 2026 |
| 7 | Fidelity Low-Priced Stock | 1.28% | 1.9M | $130.5M | — | July 31, 2026 |
| 8 | FullerThaler Behavioral Sm-Cp Eq R6 | 0.91% | 1.4M | $92.9M | +211,400 (+18.2%) | June 30, 2026 |
| 9 | State Street® SPDR® S&P MIDCAP 400® ETF | 0.74% | 1.1M | $75.4M | −5,352 (−0.5%) | September 30, 2026 |
| 10 | State Street SPDR Port S&P 400 Md CpETF | 0.53% | 798K | $53.9M | −1,120 (−0.1%) | September 30, 2026 |
| 11 | Fidelity Stock Selector Small Cap | 0.52% | 781K | $52.8M | +17,600 (+2.3%) | July 31, 2026 |
| 12 | Fidelity Mid-Cap Stock | 0.52% | 778K | $52.6M | — | August 31, 2026 |
| 13 | AQR Long-Short Equity I | 0.50% | 752K | $50.8M | −225,628 (−23.1%) | June 30, 2026 |
| 14 | Fidelity Extended Market Index | 0.49% | 745K | $50.3M | −11,200 (−1.5%) | August 31, 2026 |
| 15 | Nomura Small Cap Value A | 0.44% | 660K | $44.6M | — | August 31, 2026 |
| 16 | First Trust SMID Cp Rising Div Achv ETF | 0.43% | 651K | $44.0M | — | September 30, 2026 |
| 17 | Fidelity VIP Mid Cap Initial | 0.42% | 634K | $42.8M | — | August 31, 2026 |
| 18 | iShares Russell Mid-Cap ETF | 0.40% | 607K | $41.0M | +1,121 (+0.2%) | September 30, 2026 |
| 19 | Vanguard High Dividend Yield ETF | 0.40% | 598K | $40.4M | −7,698 (−1.3%) | September 30, 2026 |
| 20 | Fidelity Mid Cap Index | 0.38% | 567K | $38.3M | +2,692 (+0.5%) | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
SF insider transactions
latest 12| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-02-02 | David Rubulotta | Sell | $82.87 | 600 | $49,722 |
| 2026-01-29 | James M Zemlyak | Sell | $82.60 | 13 | $1,074 |
| 2025-11-24 | Gilbert Ray Cisneros, Jr. | Sell | $79.14 | — | — |
| 2025-11-03 | Julia Letlow | Buy | $79.37 | — | — |
| 2025-10-31 | Lisa C. McClain | Sell | $78.91 | — | — |
| 2025-10-30 | Lisa C. McClain | Buy | $78.47 | — | — |
| 2025-10-30 | Lisa C. McClain | Sell | $78.47 | — | — |
| 2025-08-12 | James M Zemlyak | Buy | $76.11 | 3 | $228 |
| 2025-08-11 | James M Zemlyak | Buy | $74.51 | 1 | $75 |
| 2025-08-07 | James M Zemlyak | Buy | $73.45 | 6 | $441 |
| 2025-06-17 | Lisa C. McClain | Buy | $64.02 | — | — |
| 2025-06-06 | Michael J Zimmerman | Sell | $64.46 | 15,000 | $966,900 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
SF shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns SF
Institutional investors own 93.5% of Stifel Financial's shares and insiders 3.17%. The largest holder is BlackRock Inc with 9.79% of the shares (14.8M), as of June 30, 2026. Among the top 20 institutions, 12 added shares and 8 reduced their stake in the latest filings. Short interest is 2.92% of the float, or 3.14 days of average trading volume. The share count fell 5.1% since 2014.
Related: SF analyst forecast, SF key metrics, SF dividend history. See the SF stock overview for the latest quote and news.
SF ownership FAQ
Who owns the most Stifel Financial stock?
The largest shareholders of Stifel Financial are BlackRock Inc (9.79%), FMR Inc (5.65%), Vanguard Portfolio Management, LLC (4.74%), Vanguard Capital Management, LLC (4.41%), AQR Capital Management LLC (3.97%).
What percentage of Stifel Financial is owned by institutions?
Institutions hold 93.5% of Stifel Financial's shares outstanding; insiders hold 3.17%.
Which funds own Stifel Financial?
The largest fund holders of Stifel Financial are iShares Core S&P Mid-Cap ETF (3.56%), Vanguard MStar Total Stk Mkt Idx Invest (3.07%), American Funds SMALLCAP World A (2.27%), Vanguard Small Cap Index (2.14%), JHancock Disciplined Value Mid Cap I (1.86%).
What is Stifel Financial's short interest?
4.3M shares of Stifel Financial were sold short, 2.92% of the float; at the average daily volume it would take 3.14 days to cover.
Are insiders buying or selling Stifel Financial?
Of the latest 12 reported insider transactions in Stifel Financial (since June 6, 2025), 6 were purchases and 6 were sales.
How many shares of Stifel Financial are outstanding?
Stifel Financial has 151.0M shares outstanding, of which 145.5M are in the public float.