How many stocks does STIFEL FINANCIAL CORP own?

As of Q2 2025, STIFEL FINANCIAL CORP holds 3,462 positions in their 13F portfolio.

What is STIFEL FINANCIAL CORP's largest holding?

MSFT at 3.5% of portfolio, worth $3.6B.

What is STIFEL FINANCIAL CORP's total portfolio value?

$102.8B as of Q2 2025, tracked across 3,462 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 Q2 2025?

View STIFEL FINANCIAL CORP's latest portfolio changes, new positions, and exits for Q2 2025 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 Q2 2025

SEC EDGAR SourceSEC Filings

Top Holdings3,462 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT MICROSOFT CORP	7.2M	$3.6B	3.5%	—	$131.45	+275.96%	27 qtrssince 2018-Q4	Decreased 0
NVDA NVIDIA CORPORATION	18.2M	$2.9B	2.8%	—	$112.65	+40.02%	27 qtrssince 2018-Q4	Increased 55
AAPL APPLE INC	11.4M	$2.3B	2.3%	—	$99.84	+100.80%	27 qtrssince 2018-Q4	Decreased 0
AMZN AMAZON COM INC	8.5M	$1.9B	1.8%	—	$114.38	+95.23%	27 qtrssince 2018-Q4	Increased 51
AVGO BROADCOM INC	4.9M	$1.4B	1.3%	—	$158.56	+69.26%	27 qtrssince 2018-Q4	Increased 51
V VISA INC	3.6M	$1.3B	1.2%	—	$156.54	+121.42%	27 qtrssince 2018-Q4	Decreased 0
JPM JPMORGAN CHASE & CO	4.1M	$1.2B	1.2%	—	$90.89	+211.45%	27 qtrssince 2018-Q4	Decreased 0
GOOGL ALPHABET INC	6.3M	$1.1B	1.1%	—	$98.27	+81.38%	27 qtrssince 2018-Q4	Decreased 0
WMT WALMART INC	10.6M	$1B	1.0%	—	$51.80	+86.97%	27 qtrssince 2018-Q4	Decreased 0
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	1.7M	$1B	1.0%	—	$303.50	+101.45%	27 qtrssince 2018-Q4	Increased 47
META META PLATFORMS INC	1.4M	$1B	1.0%	—	$312.79	+134.20%	27 qtrssince 2018-Q4	Increased 47
HD HOME DEPOT INC	2.5M	$928.8M	0.9%	—	$188.92	+92.83%	27 qtrssince 2018-Q4	Increased 46
VOO ETF VANGUARD INDEX FDS	1.5M	$872.1M	0.8%	—	$282.03	+99.27%	27 qtrssince 2018-Q4	Increased 47
IEFA ETF ISHARES TR	9.9M	$825.5M	0.8%	—	$53.25	+53.50%	27 qtrssince 2018-Q4	Decreased 0
PEP PEPSICO INC	6.2M	$819.2M	0.8%	—	$122.96	+4.51%	27 qtrssince 2018-Q4	Increased 46
IVW ETF ISHARES TR	7.1M	$785M	0.8%	—	$61.05	+78.97%	27 qtrssince 2018-Q4	Increased 45
ORCL ORACLE CORP	3.5M	$773.2M	0.8%	—	$96.84	+115.69%	27 qtrssince 2018-Q4	Increased 45
AGG ETF ISHARES TR	7.8M	$772.1M	0.8%	—	$93.58	+2.86%	27 qtrssince 2018-Q4	Increased 54
JNJ JOHNSON & JOHNSON	5M	$758.3M	0.7%	—	$125.89	+19.42%	27 qtrssince 2018-Q4	Decreased 0
PG PROCTER & GAMBLE CO	4.7M	$744.3M	0.7%	—	$103.32	+51.53%	27 qtrssince 2018-Q4	Increased 45
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