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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Of the 15 tracked institutions holding SF, 8 have a 3-year clone track record — 7 of them beat the S&P. Average holder's clone alpha: +4.4pt. It's a gauge of who owns the name, not just how many.
Among the 15 tracked institutional investors we monitor, SF (STIFEL FINL CORP) is held with a combined value of $4.31B across 54,213,913 shares. The largest holder is VANGUARD GROUP INC with a position worth $1.20B (0.02% of their portfolio). 6 funds increased their holdings. 9 funds reduced their position.
Total Institutional Value
$4.31B
Total Shares Held
54,213,913
Institutional Holders
15
Days to Cover
5.1-7.8%
4.29M shares short · FINRA 2026-08-14
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. | $1.03B | 0.02% | +2.0% |
| 3 | FMR LLC | $595.47M | 0.03% | +4.9% |
| 4 | AQR CAPITAL MANAGEMENT LLC | $418.72M | 0.15% | -29.1% |
| 5 | STATE STREET CORP | $340.18M | 0.01% | +4.8% |
| 6 | Capital Research Global Investors | $187.25M | 0.03% | -4.1% |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | $178.99M | 0.03% | -30.6% |
| 8 | MILLENNIUM MANAGEMENT LLC | $137.60M | 0.09% | +364.5% |
| 9 | Fisher Asset Management, LLC | $115.27M | 0.03% | -2.1% |
| 10 | CITADEL ADVISORS LLC | $41.26M | 0.02% | +93.8% |
| Member | Type | Date |
|---|---|---|
| Gilbert Cisneros | Buy | Jul 10, 2026 |
| Gilbert Cisneros | Sell | Nov 24, 2025 |
| Julia Letlow | Buy | Nov 3, 2025 |
| Lisa McClain | Sell |
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, 15 institutional investors hold SF with a combined value of $4.31B.
Institutional investors hold $4.31B worth of SF stock across 15 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 31, 2025 |
| Lisa McClain | Buy | Oct 30, 2025 |
| Lisa McClain | Buy | Jun 17, 2025 |
| Josh Gottheimer | Sell | Apr 9, 2025 |
| Josh Gottheimer | Sell | Oct 31, 2024 |
Showing 8 of 9. STOCK Act disclosures lag up to 45 days.
Last Close
$80.65
2026-09-09
YTD
-5.7%
61% of 52-week range