Skip to content

Stifel Financial

US · SF #1417 by market cap Listed 1970
69.71 -0.41 -0.58%
Live - 5344 symbols - heartbeat 348s ago · 2026-10-08 07:14
Pre-market 69.53 -0.26%
After-hours 69.71 0.00%
Market cap
10.53B
P/B
1.98
EPS
3.91
Reader sentiment Are you bullish or bearish on SF?

Anonymous reader poll. Unscientific, not investment advice.

✦ Quant Ownership Signal how this is computed

Accumulating
  • The number of reporting institutions increased by 2 in the most recent period (2026/Q3).
  • Total institutional ownership rose 0.4 percentage points.

Institutional ownership

Held by institutions
92.75% +0.40pp
Institutions
682 +2
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Diverging

Institutions added shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund72.91%
Hedge Fund10.92%
Individual/Insider3.42%
Public Company3.02%
Government Pension Fund2.19%
Private Company1.64%
Sovereign Wealth Fund1.37%
Family Office/Trust0.35%
Insurance Company0.18%
Other3.99%

Top holders as of 2026-06-30

BlackRock 9.79% · 14.78M sh
FMR 5.63% · 8.50M sh
Vanguard Capital Management, LLC 5.05% · 7.62M sh
Vanguard Portfolio Management, LLC 4.74% · 7.16M sh
AQR Capital Management 3.96% · 5.98M sh
State Street Global Advisors 3.23% · 4.88M sh
Boston Partners Global Investors, Inc. 2.92% · 4.40M sh
Stifel Asset Management Corp. 2.57% · 3.89M sh
EARNEST Partners, LLC 2.39% · 3.61M sh
Dimensional Fund Advisors 1.92% · 2.90M sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 41 buys · 9 sells

NameRoleStake
Ronald Kruszewski Chairperson & CEO 1.25%
James Zemlyak Co-President & Head of Global Wealth Management 1.17%
Victor Nesi Co-President & Head of Institutional Group 0.28%
David Sliney Senior Vice President 0.17%
Thomas Michaud Senior VP, President and CEO of Keefe, Bruyette & Woods 0.09%
James Marischen Senior Vice President 0.07%
Michael Brown Independent Director 0.07%
Christopher Reichert Chief Executive Officer of Stifel Bank & Trust 0.06%
C. Raymond Global Head of Investment Banking 0.06%
Mark Fisher Senior Vice President 0.05%

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-07-22 Maryam Brown Independent Director Open Market Disposition -4,700 $79.14–79.25
2026-07-22 Maryam Brown Independent Director Intent to Sell (Form 144) -4,700 $79.20
2026-06-08 Robert Grady Independent Director Other Derivative Acquisition +2,450 --
2026-06-08 James Kavanaugh Independent Director Other Derivative Acquisition +2,450 --
2026-06-08 Michael Zimmerman Independent Director Other Derivative Acquisition +2,450 --
2026-06-08 Michael Brown Independent Director Other Derivative Acquisition +2,450 --
2026-06-08 Victor Nesi Co-President & Head of Institutional Group Other Derivative Acquisition +2,450 --
2026-06-08 David Peacock Independent Director Other Derivative Acquisition +2,450 --
2026-06-08 Adam Berlew Independent Director Other Derivative Acquisition +2,450 --
2026-06-08 Maura Markus Independent Director Other Derivative Acquisition +2,450 --
2026-06-08 Lisa Carnoy Independent Director Other Derivative Acquisition +2,450 --
2026-06-08 Maryam Brown Independent Director Other Derivative Acquisition +2,450 --
2026-06-03 James Kavanaugh Independent Director Derivative Exercise and Retained +2,812 --
2026-06-03 Michael Zimmerman Independent Director Derivative Exercise and Retained +2,812 --
2026-06-03 Michael Brown Independent Director Derivative Exercise and Retained +2,812 --
2026-06-03 David Peacock Independent Director Derivative Exercise and Retained +2,812 --
2026-06-03 Adam Berlew Independent Director Other Derivative Disposition -2,812 --
2026-06-03 Adam Berlew Independent Director Derivative Exercise and Retained +2,812 --
2026-06-03 Maura Markus Independent Director Derivative Exercise and Retained +2,812 --
2026-06-03 Lisa Carnoy Independent Director Derivative Exercise and Retained +2,812 --

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-08 07:14:53 · For reference only, not investment advice and not tailored to your situation.