Stifel Financial
- Market cap
- 10.53B
- P/E (TTM)i
- 12.46
- P/Bi
- 1.98
- EPSi
- 3.91
- Div yieldi
- 1.85%
- 52W posi
- 10%
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
- 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
DivergingInstitutions 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
Top holders as of 2026-06-30
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 41 buys · 9 sells
| Name | Role | Stake |
|---|---|---|
| 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
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 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.