13FBOX
STIFEL FINL CORP · 13F Institutional Holdings
Options Calculator Rankings
S

STIFEL FINL CORP

SF
Institutions
591
Combined AUM (Q2 2026)
$9.66B
Combined Shares (Q2 2026)
138.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+13.9M
250 · 62 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-13.5M
356 · 102 Exit · ≈
⚖️ Net
+485,982
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$9.66B
Institutions
591
New Buys
62
Adds
188
Reduces
254
Exits
102
Unchanged
87
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.02%0.02%#231$1.03B14.8M$1.07B14.5M+292,535+2.02%Add
FMR LLC
0.03%0.03%#181$595.5M8.5M$601.4M8.1M+398,571+4.90%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.02%0.03%#195$499.8M7.2M$526.6M7.1M+39,937+0.56%Add
VANGUARD CAPITAL MANAGEMENT LLC
0.01%0.01%#279$464.6M6.7M$491.4M6.6M+11,794+0.18%Add
AQR CAPITAL MANAGEMENT LLC
0.15%0.28%#69$418.7M6.0M$622.1M8.5M-2.5M-29.14%Reduce
STATE STREET CORP
0.01%0.01%#277$340.2M4.9M$343.9M4.7M+223,230+4.80%Add
Boston Partners
0.27%0.33%#39$307.3M4.4M$313.5M4.2M+163,441+3.85%Add
STIFEL FINANCIAL CORP
0.23%0.26%#49$271.2M3.9M$279.1M3.8M+111,723+2.96%Add
EARNEST PARTNERS LLC
0.91%1.12%#10$251.8M3.6M$272.8M3.7M-81,584-2.21%Reduce
DIMENSIONAL FUND ADVISORS LP
0.04%0.04%#145$202.5M2.9M$193.4M2.6M+285,812+10.92%Add
GEODE CAPITAL MANAGEMENT, LLC
0.01%0.01%#268$202.2M2.9M$210.8M2.9M+45,439+1.59%Add
ALLIANCEBERNSTEIN L.P.
0.07%0.11%#108$194.9M2.6M$339.0M2.7M-69,833-2.58%Reduce
Capital Research Global Investors
0.03%0.03%#178$187.2M2.7M$206.8M2.8M-114,171-4.08%Reduce
WELLINGTON MANAGEMENT GROUP LLP
0.03%0.05%#166$179.0M2.6M$273.4M3.7M-1.1M-30.63%Reduce
MORGAN STANLEY
0.01%0.01%#293$159.8M2.3M$159.5M1.4M+884,825+62.93%Add
NORGES BANK
0.01%0.02%#241$143.8M2.1M$128.6M1.4M+697,827+51.17%Add
MILLENNIUM MANAGEMENT LLC
0.05%0.01%#130$137.6M2.0M$31.4M424,556+1.5M+364.53%Add
BANK OF AMERICA CORP /DE/
0.01%0.01%#298$123.6M1.8M$138.6M1.9M-104,662-5.58%Reduce
GOLDMAN SACHS GROUP INC
0.01%0.01%#276$116.5M1.7M$82.2M1.1M+558,515+50.23%Add
Fisher Asset Management, LLC
0.03%0.04%#155$115.3M1.7M$124.8M1.7M-35,698-2.12%Reduce
JACOBS LEVY EQUITY MANAGEMENT, INC
0.4%0.42%#23$110.9M1.6M$100.9M1.4M+224,235+16.43%Add
NORTHERN TRUST CORP
0.01%0.01%#254$107.0M1.5M$113.1M1.5M+4,454+0.29%Add
Qube Research & Technologies Ltd
0.1%0.1%#84$106.3M1.5M$93.5M1.3M+259,074+20.49%Add
FULLER & THALER ASSET MANAGEMENT, INC.
0.27%0.3%#38$100.3M1.4M$90.1M1.2M+218,505+17.93%Add
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
0.15%0.19%#68$98.0M1.4M$108.1M1.5M-57,489-3.93%Reduce
Bank of New York Mellon Corp
0.02%0.02%#229$93.2M1.3M$101.1M1.4M-31,156-2.28%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.02%#257$92.6M1.3M$98.6M1.3M-6,592-0.49%Reduce
GW&K Investment Management, LLC
0.68%0.85%#14$87.0M1.2M$96.7M1.3M-60,715-4.64%Reduce
TWO SIGMA INVESTMENTS, LP
0.06%0.02%#112$85.6M1.2M$27.1M366,321+860,769+234.98%Add
UBS Group AG
0.01%0.01%#287$72.0M1.0M$58.0M785,075+247,505+31.53%Add
PRINCIPAL FINANCIAL GROUP INC
0.04%0.04%#151$71.4M1.0M$79.5M1.1M-51,854-4.82%Reduce
ALGEBRIS (UK) LTD
4.61%3.23%#1$70.1M1.0M$44.6M604,368+403,328+66.74%Add
VANGUARD FIDUCIARY TRUST CO
0.01%0.02%#235$67.2M963,586$69.5M940,283+23,303+2.48%Add
BNP PARIBAS FINANCIAL MARKETS
0.03%0.02%#171$61.1M875,159$49.9M675,530+199,629+29.55%Add
D. E. Shaw & Co., Inc.
0.03%0.03%#183$53.2M762,408$46.0M622,384+140,024+22.50%Add
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
0.15%0.13%#65$52.8M757,136$42.3M571,756+185,380+32.42%Add
Fiera Capital Corp
0.18%0.31%#60$48.8M699,258$90.6M1.2M-525,887-42.92%Reduce
NEW YORK STATE COMMON RETIREMENT FUND
0.06%0.07%#114$48.1M689,303$51.0M689,714-411-0.06%Reduce
VICTORY CAPITAL MANAGEMENT INC
0.03%0.04%#179$46.4M665,412$64.3M869,575-204,163-23.48%Reduce
LOOMIS SAYLES & CO L P
0.06%0.07%#118$45.5M651,894$49.8M673,597-21,703-3.22%Reduce
CITADEL ADVISORS LLC
0.01%<0.01%#347$44.8M641,604$26.4M357,330+284,274+79.56%Add
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#271$44.6M638,582$47.3M640,348-1,766-0.28%Reduce
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01%0.01%#299$43.5M623,009$30.3M410,190+212,819+51.88%Add
SYSTEMATIC FINANCIAL MANAGEMENT LP
0.86%1.05%#11$43.1M617,939$45.6M616,827+1,112+0.18%Add
Invesco Ltd.
<0.01%0.01%#389$42.3M606,367$41.2M557,331+49,036+8.80%Add
Squarepoint Ops LLC
0.05%0.01%#134$40.9M585,834$5.3M71,782+514,052+716.13%Add
SILVERCREST ASSET MANAGEMENT GROUP LLC
0.26%0.32%#41$39.2M561,354$43.9M594,474-33,120-5.57%Reduce
BANK OF NOVA SCOTIA
0.05%0.04%#120$36.3M519,811$25.3M341,855+177,956+52.06%Add
Assenagon Asset Management S.A.
0.04%0.01%#136$34.2M490,762$9.4M126,749+364,013+287.19%Add
KENNEDY CAPITAL MANAGEMENT LLC
0.59%0.76%#17$33.4M478,500$35.9M485,301-6,801-1.40%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow