Who Owns Stifel Financial Stock?
NYSE: SFFinanceInvestment Bankers/Brokers/ServiceUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 93.47%
- Held by insiders
- 3.17%
- Institutional holders
- 772
- Institutions 93.5%
- Insiders 3.2%
- Public and other 3.4%
Who owns Stifel Financial stock?
Institutional investors own about 93.5% of Stifel Financial's shares, spread across 772 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 3.17% of SF.
The largest institutional holders are Blackrock Inc. (9.79%), FMR, LLC (5.65%) and Vanguard Portfolio Management LLC (4.74%). Together, the top 10 institutions control 41.6% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their SF positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of SF
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 14.78M | 9.79% | +2.0% |
| FMR, LLC | 8.53M | 5.65% | +4.9% |
| Vanguard Portfolio Management LLC | 7.16M | 4.74% | +0.6% |
| Vanguard Capital Management LLC | 6.66M | 4.41% | +0.2% |
| AQR Capital Management, LLC | 6.00M | 3.97% | -29.1% |
| State Street Corporation | 4.88M | 3.23% | +4.8% |
| Boston Partners | 4.40M | 2.92% | +3.9% |
| Stifel Financial Corporation | 3.89M | 2.57% | +3.0% |
| Earnest Partners LLC | 3.61M | 2.39% | -2.2% |
| Dimensional Fund Advisors LP | 2.90M | 1.92% | +10.9% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of SF
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | 5.37M | 3.56% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 4.63M | 3.06% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 3.34M | 2.21% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | 2.81M | 1.86% |
| SmallCap World Fund Inc | 2.32M | 1.54% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 2.12M | 1.40% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | 1.93M | 1.28% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 1.76M | 1.16% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | 1.38M | 0.91% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | 1.12M | 0.74% |
Frequently asked questions
Who is the largest shareholder of Stifel Financial?
Blackrock Inc. is the largest institutional shareholder of SF, owning 9.79% of shares outstanding (14.78M shares) as of its latest 13F filing.
What percentage of Stifel Financial is owned by institutions?
Institutions own about 93.5% of SF shares and 96.5% of the public float.
How much of Stifel Financial do insiders own?
Insiders, such as officers and directors, own about 3.17% of SF shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.