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SF in the 13F filings

Stifel Finl Corp · CUSIP 860630102

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2025
the date the book describes
Filed
15 Aug 2025
latest of these filings; the earliest 13 Aug 2025
Managers listing it
12
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 9 listed it in both
Shares listed
21,431,104
combined, among listed positions
Reported value
$2.2bn
combined, at the quarter end

Among the 95 comparable managers: 5 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing SF in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

12 of 12 holders

ActionFiling
Fidelity (FMR LLC)8,977,526$932m0.05%Trimmed-512,99714 Aug 2025 (the filing on sec.gov)
Wellington Management Group LLP3,032,749$315m0.06%Added+554,48214 Aug 2025 (the filing on sec.gov)
Capital Research Global Investors2,245,759$233munder 0.1%Trimmed-363,81813 Aug 2025 (the filing on sec.gov)
AllianceBernstein LP2,054,938$213m0.07%Trimmed-229,65314 Aug 2025 (the filing on sec.gov)
Millennium Management LLC1,998,005$207m0.10%Addedn.a.14 Aug 2025 (the filing on sec.gov)
AQR Capital Management LLC1,171,472$122m0.10%Trimmed-212,36414 Aug 2025 (the filing on sec.gov)
Marshall Wace LLP992,004$103m0.12%Trimmed-214,45413 Aug 2025 (the filing on sec.gov)
Balyasny Asset Management LLC458,185$48m0.07%Added+80,77014 Aug 2025 (the filing on sec.gov)
Walleye Capital LLC436,350$45m0.18%Added+161,98413 Aug 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP45,549$4.7munder 0.1%Newnew13 Aug 2025 (the filing on sec.gov)
Bridgewater Associates LP13,767$1.4munder 0.1%Trimmed-45,36113 Aug 2025 (the filing on sec.gov)
Caxton Associates LLP4,800$498kunder 0.1%Heldn.a.15 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
7 in Q3 2024 to 16 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SF by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20132$190mn.a.n.a.
Q3 20132$231mn.a.n.a.
Q4 20132$295mn.a.n.a.
Q1 20142$309mn.a.n.a.
Q2 20144$338mn.a.n.a.
Q3 20144$340mn.a.n.a.
Q4 20143$354mn.a.n.a.
Q1 20153$346mn.a.n.a.
Q2 20153$313mn.a.n.a.
Q3 20155$280mn.a.n.a.
Q4 20156$297mn.a.n.a.
Q1 20162$54mn.a.n.a.
Q2 20161$54mn.a.n.a.
Q3 20162$69mn.a.n.a.
Q4 20163$237mn.a.n.a.
Q1 20172$216mn.a.n.a.
Q2 20174$212mn.a.n.a.
Q3 20174$323mn.a.n.a.
Q4 20175$343mn.a.n.a.
Q1 20183$161mn.a.n.a.
Q2 20182$149mn.a.n.a.
Q3 20183$200mn.a.n.a.
Q4 20182$107mn.a.n.a.
Q1 20191$110mn.a.n.a.
Q2 20194$134mn.a.n.a.
Q3 20193$143mn.a.n.a.
Q4 20192$144mn.a.n.a.
Q1 20204$89mn.a.n.a.
Q2 20204$87mn.a.n.a.
Q3 20204$201mn.a.n.a.
Q4 20204$534mn.a.n.a.
Q1 20214$701mn.a.n.a.
Q2 20217$853mn.a.n.a.
Q3 20216$936mn.a.n.a.
Q4 202111$983mn.a.n.a.
Q1 202212$1.1bnn.a.n.a.
Q2 202212$869mn.a.n.a.
Q3 202211$802mn.a.n.a.
Q4 20229$850mn.a.n.a.
Q1 202310$808mn.a.n.a.
Q2 202311$794mn.a.n.a.
Q3 20237$691mn.a.n.a.
Q4 20235$794m33
Q1 20245$846m23
Q2 20248$1.3bn62
Q3 20247$1.7bn43
Q4 202410$2.0bn72
Q1 202511$1.9bn74
Q2 202512$2.2bn56
Q3 202513$2.1bn85
Q4 202517$2.4bn2015
Q1 202618$2.4bn309
Q2 202616$2.0bn2016

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SF and V →SF and AXP →SF and BAC →Choose a stock to compare with SF →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SF, latest filings →Back to the 13F Explorer →