How many stocks does STIFEL FINANCIAL CORP own?

As of Q1 2021, STIFEL FINANCIAL CORP holds 3,201 positions in their 13F portfolio.

What is STIFEL FINANCIAL CORP's largest holding?

AAPL at 2.8% of portfolio, worth $1.7B.

What is STIFEL FINANCIAL CORP's total portfolio value?

$60.7B as of Q1 2021, tracked across 3,201 holdings.

Is STIFEL FINANCIAL CORP a hedge fund?

STIFEL FINANCIAL CORP is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does STIFEL FINANCIAL CORP report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has STIFEL FINANCIAL CORP's portfolio changed in Q1 2021?

View STIFEL FINANCIAL CORP's latest portfolio changes, new positions, and exits for Q1 2021 on HoldingsIntel.

What is STIFEL FINANCIAL CORP's investment strategy?

STIFEL FINANCIAL CORP is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

STIFEL FINANCIAL CORP

Institutional investor · Portfolio as of Q1 2021

SEC EDGAR SourceSEC Filings

Top Holdings3,201 positions

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL APPLE INC	13.7M	$1.7B	2.8%	—	$93.17	+25.34%	10 qtrssince 2018-Q4	Decreased 0
MSFT MICROSOFT CORP	7M	$1.6B	2.7%	—	$112.41	+98.37%	10 qtrssince 2018-Q4	Increased 55
AMZN AMAZON COM INC	339,212	$1B	1.7%	—	$84.78	+80.18%	10 qtrssince 2018-Q4	Increased 52
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	2.3M	$905.9M	1.5%	—	$260.57	+41.87%	10 qtrssince 2018-Q4	Decreased 0
V VISA INC	3.3M	$703M	1.2%	—	$146.76	+39.17%	10 qtrssince 2018-Q4	Increased 51
UNH UNITEDHEALTH GROUP INC	1.9M	$696.9M	1.1%	—	$231.70	+49.14%	10 qtrssince 2018-Q4	Decreased 0
GOOGL ALPHABET INC	334,196	$689.3M	1.1%	—	$55.68	+82.39%	10 qtrssince 2018-Q4	Increased 51
HD HOME DEPOT INC	2.3M	$687.1M	1.1%	—	$164.56	+65.02%	10 qtrssince 2018-Q4	Increased 51
JPM JPMORGAN CHASE & CO	4.1M	$631.4M	1.0%	—	$83.14	+63.62%	10 qtrssince 2018-Q4	Decreased 0
IEFA ETF ISHARES TR	7.7M	$557.8M	0.9%	—	$47.56	+29.49%	10 qtrssince 2018-Q4	Increased 49
DIS DISNEY WALT CO	3M	$547.8M	0.9%	—	$122.34	+48.16%	10 qtrssince 2018-Q4	Increased 45
VOO ETF VANGUARD INDEX FDS	1.5M	$537.6M	0.9%	—	$235.43	+43.97%	10 qtrssince 2018-Q4	Increased 49
JNJ JOHNSON & JOHNSON	3.3M	$534.5M	0.9%	—	$111.45	+29.25%	10 qtrssince 2018-Q4	Increased 46
MRK MERCK & CO INC	6.5M	$501.2M	0.8%	—	$61.62	+2.58%	10 qtrssince 2018-Q4	Increased 51
PEP PEPSICO INC	3.4M	$481.1M	0.8%	—	$99.82	+23.37%	10 qtrssince 2018-Q4	Increased 45
COST COSTCO WHOLESALE CORPORATION	1.4M	$479.9M	0.8%	—	$215.82	+53.43%	10 qtrssince 2018-Q4	Increased 45
PYPL PAYPAL HLDGS INC	1.9M	$471M	0.8%	—	$94.18	+150.57%	10 qtrssince 2018-Q4	Increased 45
PG PROCTER & GAMBLE CO	3.3M	$443.3M	0.7%	—	$87.88	+35.87%	10 qtrssince 2018-Q4	Increased 47
META META PLATFORMS INC	1.5M	$438M	0.7%	—	$168.30	+69.94%	10 qtrssince 2018-Q4	Increased 44
VCSH ETF VANGUARD SCOTTSDALE FDS	5.2M	$433M	0.7%	—	$69.13	+2.26%	10 qtrssince 2018-Q4	Increased 45
Showing 20 of 3,201 results.3,181 more with Pro.PROUpgrade to see all →