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Of the 16 tracked institutions holding SF, 9 have a 3-year clone track record — 8 of them beat the S&P. Average holder's clone alpha: +5.3pt. It's a gauge of who owns the name, not just how many.
Among the 16 tracked institutional investors we monitor, SF (STIFEL FINL CORP) is held with a combined value of $4.62B across 55,912,281 shares. The largest holder is VANGUARD GROUP INC with a position worth $1.20B (0.02% of their portfolio). 3 funds opened new positions in the most recent quarter. 11 funds increased their holdings. 2 funds reduced their position.
Total Institutional Value
$4.62B
Total Shares Held
55,912,281
Institutional Holders
16
Days to Cover
4.0+13.4%
4.88M shares short · FINRA 2026-07-15
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $1.20B | 0.02% | -4.1% |
| 2 | BlackRock, Inc. | $1.07B | 0.02% | +55.2% |
| 3 | AQR CAPITAL MANAGEMENT LLC | $622.11M | 0.28% | +192.7% |
| 4 | FMR LLC | $601.43M | 0.03% | +47.5% |
| 5 | STATE STREET CORP | $343.92M | 0.01% | +51.9% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | $273.37M | 0.05% | +11.1% |
| 7 | Capital Research Global Investors | $206.82M | 0.03% | +26.7% |
| 8 | Fisher Asset Management, LLC | $124.76M | 0.04% | +40.9% |
| 9 | Point72 Asset Management, L.P. | $53.68M | 0.09% | New |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | $37.46M | 0.00% | +52.8% |
| Member | Type | Date |
|---|---|---|
| Gilbert Cisneros | Sell | Nov 24, 2025 |
| Julia Letlow | Buy | Nov 3, 2025 |
| Lisa McClain | Sell | Oct 31, 2025 |
| Lisa McClain | Buy |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of SF with a position worth $1.20B, representing 0.02% of their portfolio. In total, 16 institutional investors hold SF with a combined value of $4.62B.
In the most recent quarter, 3 funds opened a new position in SF. Additionally, 11 increased their holdings and 2 reduced their positions.
Institutional investors hold $4.62B worth of SF stock across 16 positions. The largest institutional holder is VANGUARD GROUP INC with $1.20B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SF, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their SF positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Oct 30, 2025 |
| Lisa McClain | Buy | Jun 17, 2025 |
| Josh Gottheimer | Sell | Apr 9, 2025 |
| Josh Gottheimer | Sell | Oct 31, 2024 |
| Josh Gottheimer | Sell | Jun 21, 2024 |
Last Close
$80.82
2026-07-24
YTD
-5.5%
62% of 52-week range