Stifel Financial Corp
Held by 10 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 860630102 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide
In plain English: 10 of the investors we track own this stock. In the latest quarter, 7 of them bought more of it and 3 sold some or all of theirs. That tells you what they did last quarter — not what the stock will do next.
Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Managers holding
10
-1 vs last quarter (like-for-like)
Total value held
$964.18M
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.1%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$148.65M
+22.1% vs last quarter
Net shares bought
+2.7M
Est. net flow +$183.27M
Quarter activity
7 bought · 3 sold
0 new · 1 sold out
Tracked capital in this stock
Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).
Aggregate buying and selling
Net share change reported each quarter
Who owns SF?
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Who owns SF? — Q2 2026
Holders ranked by position size, with each one's quarter-over-quarter change.
Column filters
| # | Manager | Fund | Shares | Value ↓ | % of their portfolio | QoQ | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Boston Partners | Boston Partners Global Investors | 4.40M | $307.33M | 0.3% | Added | +163.4K | +3.9% | +$11.41M |
| 2 | Norges Bank | Norges Bank Investment Management | 2.06M | $143.84M | 0.0% | — | — | — | — |
| 3 | Israel Englander | Millennium Management | 1.97M | $137.60M | 0.1% | Added | +1.5M | +364.5% | +$107.98M |
| 4 | Ken Fisher | Fisher Asset Management | 1.65M | $115.27M | 0.0% | Reduced | -35.7K | -2.1% | -$2.49M |
| 5 | Two Sigma | Two Sigma Investments | 1.23M | $85.61M | 0.1% | Added | +860.8K | +235.0% | +$60.06M |
| 6 | David Shaw | D.E. Shaw & Co. | 762.41K | $53.19M | 0.0% | Added | +140.0K | +22.5% | +$9.77M |
| 7 | Hotchkis & Wiley | Hotchkis & Wiley Capital Management | 757.14K | $52.83M | 0.2% | Added | +185.4K | +32.4% | +$12.93M |
| 8 | Ken Griffin | Citadel Advisors | 591.40K | $41.26M | 0.0% | Added | +286.3K | +93.8% | +$19.97M |
| 9 | Jim Simons | Renaissance Technologies | 374.82K | $26.15M | 0.0% | Added | +274.0K | +271.8% | +$19.12M |
| 10 | Ray Dalio | Bridgewater Associates | 15.56K | $1.09M | 0.0% | Reduced | -25.7K | -62.3% | -$1.79M |
Column filters
| Manager | Fund | Shares sold | Value last quarter ↓ |
|---|---|---|---|
| Steve Cohen | Point72 Asset Management | -726.1K | $53.68M |
Politician trades
Column filters
| Politician | Date | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed ↓ | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gil Cisneros Politician | Jul 10, 2026 | SF | Stifel Financial Corporation Common Stock (SF) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Sep 4, 2026 | 56 days Late | PTR ↗ |
| Julia Letlow Politician | Nov 3, 2025 | SF | Stifel Financial Corporation Common Stock (SF) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Investment Account #025 | Jan 13, 2026 | 71 days Late | PTR ↗ |
| Gil Cisneros Politician | Nov 24, 2025 | SF | Stifel Financial Corporation Common Stock (SF) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Dec 15, 2025 | 21 days | PTR ↗ |
| Lisa McClain Politician | Oct 30, 2025 | SF | Stifel Financial Corporation Common Stock (SF) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Nov 21, 2025 | 22 days | PTR ↗ |
| Lisa McClain Politician | Oct 30, 2025 | SF | Stifel Financial Corporation Common Stock (SF) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Charles Schwab 401K > Schwab 893 | Nov 21, 2025 | 22 days | PTR ↗ |
| Lisa McClain Politician | Oct 31, 2025 | SF | Stifel Financial Corporation Common Stock (SF) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Charles Schwab 401K > Schwab 893 | Nov 21, 2025 | 21 days | PTR ↗ |
| Lisa McClain Politician | Jun 17, 2025 | SF | Stifel Financial Corporation Common Stock (SF) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Charles Schwab Brokerage Account 924 | Aug 13, 2025 | 57 days Late | PTR ↗ |
| Josh Gottheimer Politician | Apr 9, 2025 | SF | Stifel Financial Corporation Common Stock (SF) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | May 14, 2025 | 35 days | PTR ↗ |
| Josh Gottheimer Politician | Oct 31, 2024 | SF | Stifel Financial Corporation Common Stock (SF) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Nov 6, 2024 | 6 days | PTR ↗ |
| Michael T. McCaul Politician | Jul 5, 2024 | SF | STIFEL FINANCIAL CORP scanned | Purchase | — | — | — | — | Jul 22, 2024 | 17 days | PTR ↗ |
| Josh Gottheimer Politician | Jun 21, 2024 | SF | Stifel Financial Corporation Common Stock (SF) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | — | Jul 9, 2024 | 18 days | PTR ↗ |