Which funds own SF
Stifel Finl Corp in the Q2 2026 filings. At least 5 of the 91 current managers on file reported a position, worth $495m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 5
- at least, of 91 current
- Combined value
- $495m
- as reported
- Opened
- 0
- new this quarter
- Added to
- 4
- already held
- Trimmed or sold out
- 3
- 2 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| AQR Capital Management LLC Quantitative · $287bn book | $419m | 0.1% | 6,001,400 | -$203m-2,468,463 | Trimmed |
| Walleye Capital LLC Multi-strategy · $28.0bn book | $32m | 0.1% | 454,339 | -$1.1m+10,217 | Added |
| Winton Group Ltd Quantitative · $3.1bn book | $21m | 0.7% | 299,748 | +$2.7m+52,778 | Added |
| PDT Partners LLC Quantitative · $1.9bn book | $16m | 0.8% | 229,968 | +$7.7m+117,474 | Added |
| Quantbot Technologies LP Quantitative · $2.5bn book | $7.3m | 0.3% | 105,314 | +$2.6m+41,486 | Added |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Point72 Asset Management LP · Multi-strategy$54m held before
- Woodline Partners LP · Long/short equity$27m held before
Ownership through time
At least 16 of the 95 managers whose filings are on file listed SF in Q2 2026, against 2 in Q2 2013. 2 managers fewer than in Q1 2026: 3 listed it again; 1 sold out, by its own filing; 4 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 2
- Q3 2013: 2
- Q4 2013: 2
- Q1 2014: 2
- Q2 2014: 4
- Q3 2014: 4
- Q4 2014: 3
- Q1 2015: 3
- Q2 2015: 3
- Q3 2015: 5
- Q4 2015: 6
- Q1 2016: 2
- Q2 2016: 1
- Q3 2016: 2
- Q4 2016: 3
- Q1 2017: 2
- Q2 2017: 4
- Q3 2017: 4
- Q4 2017: 5
- Q1 2018: 3
- Q2 2018: 2
- Q3 2018: 3
- Q4 2018: 2
- Q1 2019: 1
- Q2 2019: 4
- Q3 2019: 3
- Q4 2019: 2
- Q1 2020: 4
- Q2 2020: 4
- Q3 2020: 4
- Q4 2020: 4
- Q1 2021: 4
- Q2 2021: 7
- Q3 2021: 6
- Q4 2021: 11
- Q1 2022: 12
- Q2 2022: 12
- Q3 2022: 11
- Q4 2022: 9
- Q1 2023: 10
- Q2 2023: 11
- Q3 2023: 7
- Q4 2023: 5
- Q1 2024: 5
- Q2 2024: 8
- Q3 2024: 7
- Q4 2024: 10
- Q1 2025: 11
- Q2 2025: 12
- Q3 2025: 13
- Q4 2025: 17
- Q1 2026: 18
- Q2 2026: 16
- Q2 2013: $190m
- Q3 2013: $231m
- Q4 2013: $295m
- Q1 2014: $309m
- Q2 2014: $338m
- Q3 2014: $340m
- Q4 2014: $354m
- Q1 2015: $346m
- Q2 2015: $313m
- Q3 2015: $280m
- Q4 2015: $297m
- Q1 2016: $54m
- Q2 2016: $54m
- Q3 2016: $69m
- Q4 2016: $237m
- Q1 2017: $216m
- Q2 2017: $212m
- Q3 2017: $323m
- Q4 2017: $343m
- Q1 2018: $161m
- Q2 2018: $149m
- Q3 2018: $200m
- Q4 2018: $107m
- Q1 2019: $110m
- Q2 2019: $134m
- Q3 2019: $143m
- Q4 2019: $144m
- Q1 2020: $89m
- Q2 2020: $87m
- Q3 2020: $201m
- Q4 2020: $534m
- Q1 2021: $701m
- Q2 2021: $853m
- Q3 2021: $936m
- Q4 2021: $983m
- Q1 2022: $1.1bn
- Q2 2022: $869m
- Q3 2022: $802m
- Q4 2022: $850m
- Q1 2023: $808m
- Q2 2023: $794m
- Q3 2023: $691m
- Q4 2023: $794m
- Q1 2024: $846m
- Q2 2024: $1.3bn
- Q3 2024: $1.7bn
- Q4 2024: $2.0bn
- Q1 2025: $1.9bn
- Q2 2025: $2.2bn
- Q3 2025: $2.1bn
- Q4 2025: $2.4bn
- Q1 2026: $2.4bn
- Q2 2026: $2.0bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
No manager on file started a position.
Largest increases, by shares
- Fidelity (FMR LLC)8,136,211 to 8,534,782 shares+$28m
- PDT Partners LLC112,494 to 229,968 shares+$8.2m
- ExodusPoint Capital Management LP100,810 to 192,460 shares+$6.4m
- Schonfeld Strategic Advisors LLC102,988 to 167,276 shares+$4.5m
- Winton Group Ltd246,970 to 299,748 shares+$3.7m
Largest decreases, by shares
- AQR Capital Management LLC8,469,863 to 6,001,400 shares-$172m
- Wellington Management Group LLP3,698,168 to 2,565,429 shares-$79m
- Capital Research Global Investors2,797,955 to 2,683,784 shares-$8.0m
- AllianceBernstein LP2,707,099 to 2,637,266 shares-$5.2m
- Tudor Investment Corp489,907 to 470,515 shares-$1.4m
Left it
- Point72 Asset Management LPwas $54m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Fidelity (FMR LLC) | Q2 2024 | $932m | $595m | |
| AQR Capital Management LLC | Q1 2020 | $622m | $419m | |
| AllianceBernstein LP | Q2 2013 | $339m | $195m | |
| Capital Research Global Investors | Q4 2020 | $476m | $187m | |
| Wellington Management Group LLP | Q3 2024 | $417m | $179m | |
| Millennium Management LLC | Q2 2014 | $207m | $138m | |
| Two Sigma Investments LP | Q2 2026 | $86m | $86m | |
| Squarepoint Ops LLC | Q3 2015 | $41m | $41m | |
| Tudor Investment Corp | Q2 2020 | $36m | $33m | |
| Voloridge Investment Management LLC | Q4 2016 | $34m | $32m | |
| Walleye Capital LLC | Q3 2020 | $76m | $32m | |
| Winton Group Ltd | Q4 2020 | $21m | $21m | |
| PDT Partners LLC | Q1 2020 | $16m | $16m | |
| ExodusPoint Capital Management LP | Q2 2019 | $13m | $13m | |
| Schonfeld Strategic Advisors LLC | Q3 2016 | $24m | $12m | |
| Invesco Ltd | Q2 2013 | $222m | last listed Q4 2017 | |
| Marshall Wace LLP | Q4 2015 | $161m | last listed Q1 2026 | |
| Balyasny Asset Management LLC | Q2 2014 | $84m | last listed Q4 2025 | |
| Point72 Asset Management LP | Q2 2019 | $54m | last listed Q1 2026 | |
| Citadel Advisors LLC | Q4 2015 | $41m | last listed Q4 2015 | |
| Freestone Grove Partners LP | Q4 2024 | $40m | last listed Q4 2025 | |
| Holocene Advisors LP | Q4 2017 | $36m | last listed Q4 2025 | |
| Arrowstreet Capital LP | Q1 2020 | $28m | last listed Q3 2020 | |
| Woodline Partners LP | Q1 2026 | $27m | last listed Q1 2026 | |
| Man Group PLC | Q3 2019 | $22m | last listed Q4 2021 |
What SF is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around SF →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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