How many stocks does STIFEL FINANCIAL CORP own?

As of Q3 2021, STIFEL FINANCIAL CORP holds 3,320 positions in their 13F portfolio.

What is STIFEL FINANCIAL CORP's largest holding?

MSFT at 3.0% of portfolio, worth $2B.

What is STIFEL FINANCIAL CORP's total portfolio value?

$68.2B as of Q3 2021, tracked across 3,320 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 Q3 2021?

View STIFEL FINANCIAL CORP's latest portfolio changes, new positions, and exits for Q3 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 Q3 2021

SEC EDGAR SourceSEC Filings

Top Holdings3,320 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT MICROSOFT CORP	7.2M	$2B	3.0%	—	$116.89	+134.66%	12 qtrssince 2018-Q4	Increased 55
AAPL APPLE INC	13.8M	$2B	2.9%	—	$93.79	+48.80%	12 qtrssince 2018-Q4	Decreased 0
AMZN AMAZON COM INC	365,217	$1.2B	1.8%	—	$90.74	+81.91%	12 qtrssince 2018-Q4	Increased 52
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	2.3M	$988.2M	1.4%	—	$262.64	+55.92%	12 qtrssince 2018-Q4	Decreased 0
GOOGL ALPHABET INC	306,213	$818.7M	1.2%	—	$57.26	+132.90%	12 qtrssince 2018-Q4	Decreased 0
V VISA INC	3.4M	$767.1M	1.1%	—	$149.60	+46.47%	12 qtrssince 2018-Q4	Increased 50
HD HOME DEPOT INC	2.3M	$766M	1.1%	—	$169.17	+79.27%	12 qtrssince 2018-Q4	Increased 51
UNH UNITEDHEALTH GROUP INC	1.9M	$743.1M	1.1%	—	$235.12	+58.66%	12 qtrssince 2018-Q4	Increased 51
JPM JPMORGAN CHASE & CO	4.2M	$694.6M	1.0%	—	$84.43	+75.11%	12 qtrssince 2018-Q4	Increased 50
COST COSTCO WHOLESALE CORPORATION	1.4M	$632.7M	0.9%	—	$222.19	+93.28%	12 qtrssince 2018-Q4	Increased 45
IEFA ETF ISHARES TR	8.4M	$624.6M	0.9%	—	$48.92	+31.35%	12 qtrssince 2018-Q4	Increased 47
JNJ JOHNSON & JOHNSON	3.4M	$556.9M	0.8%	—	$113.33	+27.89%	12 qtrssince 2018-Q4	Increased 46
PEP PEPSICO INC	3.7M	$549.6M	0.8%	—	$101.97	+30.87%	12 qtrssince 2018-Q4	Increased 46
PYPL PAYPAL HLDGS INC	2.1M	$535.9M	0.8%	—	$104.73	+146.72%	12 qtrssince 2018-Q4	Increased 46
META META PLATFORMS INC	1.6M	$535.2M	0.8%	—	$178.34	+89.11%	12 qtrssince 2018-Q4	Increased 45
MRK MERCK & CO INC	7M	$528.2M	0.8%	—	$61.94	+6.19%	12 qtrssince 2018-Q4	Increased 48
DIS DISNEY WALT CO	3.1M	$528.2M	0.8%	—	$124.67	+35.33%	12 qtrssince 2018-Q4	Increased 45
VOO ETF VANGUARD INDEX FDS	1.3M	$525.1M	0.8%	—	$238.75	+57.33%	12 qtrssince 2018-Q4	Decreased 0
AGG ETF ISHARES TR	4.5M	$518.5M	0.8%	—	$96.39	+3.61%	12 qtrssince 2018-Q4	Increased 59
NVDA NVIDIA CORPORATION	2.4M	$504.9M	0.7%	—	$16.98	+20.56%	12 qtrssince 2018-Q4	Increased 71
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