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STIFEL FINANCIAL CORP hedge fund holdings

SFNYSE
$70.63+0.35 (+0.50% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

SF · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-6.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025131181$815M$783M447Aug 14, 2025
Q3 2025195103$688M$799M522Nov 14, 2025
Q4 2025241145$1.02B$868M596Feb 14, 2026
Q1 2026233181$1.12B$1.07B600May 15, 2026
Q2 2026169237$837M$873M553Aug 14, 2026

Quarterly action breakdown

Q2 2026
553 filers
New position
51
$53.3M+764K sh
Increased
118
$784M+11.2M sh
Reduced
154
-$703M-10.1M sh
Out / sold
83
-$170M-2.44M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Wellington Management Group LLPReduce 30.63%-$79M$179M0.03%Aug 14, 2026
Fiera Capital CorpReduce 42.92%-$36.7M$48.8M0.18%Aug 7, 2026
Algebris (Uk) LtdAdded 66.74%+$28.1M$70.1M4.61%Aug 11, 2026
First Trust Advisors LPAdded 292.42%+$23.4M$31.4M0.02%Aug 11, 2026
Jain Global LLCSell 100%-$18.5M$00.00%Aug 14, 2026
Hotchkis & Wiley Capital Management LLCAdded 32.42%+$12.9M$52.8M0.15%Aug 14, 2026
Picton Mahoney Asset ManagementSell 100%-$10.4M$00.00%Aug 13, 2026
Axiom Investors LLCReduce 72.24%-$9.74M$3.74M0.03%Aug 12, 2026
BW Gestao de Investimentos Ltda.Sell 100%-$9.24M$00.00%Aug 14, 2026
Benjamin Edwards IncNew Buy+$8.67M$8.67M0.08%Jul 24, 2026
Worldquant Millennium Advisors LLCAdded 4167.52%+$8.49M$8.69M0.03%Aug 14, 2026
Philadelphia Financial Management of San Francisco, LLCSell 100%-$8.38M$00.00%Aug 14, 2026
PDT Partners, LLCAdded 104.43%+$8.2M$16M0.84%Aug 14, 2026
Basswood Capital Management, L.L.C.New Buy+$7.28M$7.28M0.29%Aug 14, 2026
Healthcare of Ontario Pension Plan Trust FundNew Buy+$6.94M$6.94M0.01%Aug 13, 2026
Susquehanna Fundamental Investments, LLCAdded 76.02%+$6.89M$16M0.30%Aug 14, 2026
Zacks Investment ManagementReduce 96.59%-$5.73M$202K0.00%Aug 13, 2026
Earnest Partners LLCReduce 2.21%-$5.69M$252M0.91%Aug 13, 2026
Requisite Capital Management, LLCNew Buy+$5.52M$5.52M0.91%Aug 7, 2026
MUFG Securities EMEA plcNew Buy+$4.71M$4.71M0.05%Aug 12, 2026
Covenant Asset Management, LLCSell 100%-$4.44M$00.00%Jul 20, 2026
North Reef Capital Management LPSell 100%-$4.23M$00.00%Aug 14, 2026
Nomura Asset Management International Inc.Reduce 3.93%-$4.01M$98M0.15%Aug 14, 2026
Prana Capital Management, LPAdded 12.79%+$3.79M$33.4M1.01%Aug 14, 2026
Adage Capital Partners GP, L.L.C.Reduce 20.33%-$3.49M$13.7M0.02%Aug 14, 2026
NatixisAdded 22.64%+$3.44M$18.7M0.08%Aug 13, 2026
Weiss Asset Management LPNew Buy+$3.3M$3.3M0.03%Aug 14, 2026
Quantinno Capital Management LPReduce 14.13%-$3.04M$18.5M0.02%Aug 13, 2026
Numerai GP LLCAdded 561.05%+$2.89M$3.41M0.28%Aug 14, 2026
Thrivent Financial for LutheransReduce 31.72%-$2.73M$5.88M0.01%Aug 14, 2026
Capital Fund Management S.A.Added 303.49%+$2.52M$3.35M0.01%Aug 13, 2026
Fisher Asset Management, LLCReduce 2.12%-$2.49M$115M0.03%Aug 4, 2026
Credit Agricole S ASell 100%-$2.39M$00.00%Aug 14, 2026
Silvercrest Asset Management Group LLCReduce 5.57%-$2.31M$39.2M0.26%Aug 14, 2026
Stieven Capital Advisors, L.P.New Buy+$2.27M$2.27M0.43%Aug 14, 2026
Allstate CorpSell 100%-$2.26M$00.00%Aug 13, 2026
Interval Partners, LPSell 100%-$2.25M$00.00%Aug 14, 2026
Elo Mutual Pension Insurance CoSell 100%-$2.25M$00.00%Aug 13, 2026
AEGON ASSET MANAGEMENT UK PlcAdded 25.69%+$2.09M$10.2M0.11%Jul 13, 2026
Retirement Systems of AlabamaReduce 7.10%-$1.97M$25.8M0.08%Jul 28, 2026
Van Eck Associates CorpAdded 19.05%+$1.96M$12.3M0.01%Aug 14, 2026
Vest Financial, LLCNew Buy+$1.87M$1.87M0.02%Jul 24, 2026
Voleon Capital Management LPReduce 9.97%-$1.83M$16.5M0.30%Aug 14, 2026
Lecap Asset Management LtdSell 100%-$1.81M$00.00%Jul 30, 2026
Bridgewater Associates, LPReduce 62.31%-$1.79M$1.09M0.00%Aug 14, 2026
Kingsview Wealth Management, LLCReduce 28.68%-$1.76M$4.38M0.05%Aug 19, 2026
Zurich Insurance Group LtdSell 100%-$1.63M$00.00%Aug 14, 2026
Gator Capital Management, LLCReduce 55.56%-$1.57M$1.26M0.26%Aug 13, 2026
Polianta LtdSell 100%-$1.52M$00.00%Jul 8, 2026
Loomis Sayles & Co L PReduce 3.22%-$1.51M$45.5M0.06%Aug 14, 2026
Campbell & CO Investment Adviser LLCReduce 27.72%-$1.32M$3.45M0.18%Aug 3, 2026
Edgestream Partners, L.P.Added 22.15%+$1.29M$7.1M0.21%Aug 11, 2026
South Dakota Investment CouncilSell 100%-$1.19M$00.00%Aug 11, 2026
Lighthouse Investment Partners, LLCSell 100%-$1.15M$00.00%Aug 14, 2026
FORA Capital, LLCNew Buy+$1.15M$1.15M0.08%Aug 13, 2026
Twin Capital Management IncSell 100%-$1.09M$00.00%Aug 6, 2026
Curi Capital, LLCAdded 8.36%+$1.08M$14M0.22%Aug 14, 2026
Focus Partners Advisor Solutions, LLCReduce 70.63%-$1.07M$443K0.00%Aug 6, 2026
Gateway Investment Advisers LLCAdded 180.77%+$1.03M$1.6M0.02%Jul 20, 2026
Illinois Municipal Retirement FundAdded 56.09%+$1.02M$2.85M0.03%Aug 12, 2026
Tidal Investments LLCReduce 61.54%-$1M$625K0.00%Aug 13, 2026
ING Groep NVSell 100%-$998K$00.00%Aug 13, 2026
Summit Trail Advisors, LLCAdded 54.37%+$988K$2.81M0.04%Aug 11, 2026
Vestcor IncReduce 75.06%-$981K$326K0.01%Aug 11, 2026
Polymer Capital Management (US) LLCSell 100%-$944K$00.00%Aug 14, 2026
Regions Financial CorpReduce 27.81%-$919K$2.38M0.01%Aug 10, 2026
Van Lanschot Kempen Investment Management N.V.Added 4.14%+$916K$23M0.18%Aug 14, 2026
Hill Investment Group Partners, LLCNew Buy+$892K$892K0.09%Aug 12, 2026
Persistent Asset Partners LtdSell 100%-$887K$00.00%Aug 7, 2026
Heartland Advisors IncReduce 9.32%-$872K$8.49M0.38%Aug 11, 2026
Holocene Advisors, LPNew Buy+$848K$848K0.00%Aug 14, 2026
Zions Bancorporation, National AssociationReduce 48.98%-$843K$878K0.05%Jul 31, 2026
AlphaGrep UK LtdNew Buy+$833K$833K0.25%Aug 14, 2026
Vise Technologies, Inc.Added 649.00%+$793K$915K0.01%Aug 11, 2026
Caisse de depot et placement du QuebecReduce 6.28%-$782K$11.7M0.02%Aug 14, 2026
Schroder Investment Management GroupReduce 18.49%-$780K$3.44M0.00%Aug 13, 2026
Cinctive Capital Management LPReduce 19.24%-$778K$3.27M0.12%Aug 14, 2026
Maltese Capital Management LLCSell 100%-$739K$00.00%Aug 14, 2026
Aster Capital Management (DIFC) LtdAdded 1694.03%+$713K$755K0.16%Aug 14, 2026
Dana Investment Advisors, Inc.Added 12.27%+$629K$5.75M0.15%Aug 13, 2026
VARCOV Co.Sell 100%-$602K$00.00%Aug 14, 2026
Sivia Capital Partners, LLCReduce 38.10%-$591K$959K0.12%Jul 23, 2026
Diversified Trust CoNew Buy+$585K$585K0.01%Jul 17, 2026
Axq Capital, LPAdded 34.70%+$575K$2.23M0.24%Aug 6, 2026
Canada Pension Plan Investment BoardReduce 8.03%-$572K$6.55M0.00%Aug 14, 2026
Evergreen Capital Management LLCAdded 134.95%+$567K$986K0.02%Jul 23, 2026
Inspire Investing, LLCNew Buy+$558K$558K0.02%Aug 12, 2026
Ensign Peak Advisors, IncAdded 77.26%+$551K$1.27M0.00%Aug 14, 2026
Peregrine Capital Management LLCAdded 4.02%+$548K$14.2M0.46%Jul 17, 2026
nVerses Capital, LLCSell 100%-$544K$00.00%Aug 4, 2026
Pinnacle Financial Partners, Inc.Reduce 65.71%-$542K$283K0.00%Aug 14, 2026
New Age Alpha Advisors, LLCReduce 9.51%-$539K$5.13M0.22%Aug 13, 2026
Krilogy Financial LLCReduce 64.94%-$531K$287K0.01%Jul 27, 2026
Oppenheimer & Co IncNew Buy+$523K$523K0.01%Aug 3, 2026
Trillium Asset Management, LLCAdded 12.27%+$509K$4.66M0.14%Aug 11, 2026
Meeder Advisory Services, Inc.Sell 100%-$486K$00.00%Aug 7, 2026
Calamos Advisors LLCReduce 33.82%-$483K$945K0.00%Jul 31, 2026
Freestone Grove Partners LPSell 100%-$479K$00.00%Aug 14, 2026
Kennedy Capital Management LLCReduce 1.40%-$475K$33.4M0.59%Aug 14, 2026
Inceptionr LLCSell 100%-$473K$00.00%Aug 11, 2026

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