How many stocks does STIFEL FINANCIAL CORP own?

As of Q3 2022, STIFEL FINANCIAL CORP holds 3,274 positions in their 13F portfolio.

What is STIFEL FINANCIAL CORP's largest holding?

AAPL at 3.0% of portfolio, worth $1.8B.

What is STIFEL FINANCIAL CORP's total portfolio value?

$61.1B as of Q3 2022, tracked across 3,274 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 2022?

View STIFEL FINANCIAL CORP's latest portfolio changes, new positions, and exits for Q3 2022 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 2022

SEC EDGAR SourceSEC Filings

Top Holdings3,274 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL APPLE INC	13.3M	$1.8B	3.0%	—	$93.80	+49.26%	16 qtrssince 2018-Q4	Decreased 0
MSFT MICROSOFT CORP	7.6M	$1.8B	2.9%	—	$126.54	+82.78%	16 qtrssince 2018-Q4	Increased 55
UNH UNITEDHEALTH GROUP INC	2M	$998.5M	1.6%	—	$247.00	+94.42%	16 qtrssince 2018-Q4	Decreased 0
AMZN AMAZON COM INC	8.2M	$925.1M	1.5%	—	$108.42	+5.89%	16 qtrssince 2018-Q4	Increased 51
GOOGL ALPHABET INC	8M	$762.5M	1.2%	—	$95.32	+1.44%	16 qtrssince 2018-Q4	Increased 81
MRK MERCK & CO INC	8.2M	$703.9M	1.2%	—	$63.99	+22.75%	16 qtrssince 2018-Q4	Increased 55
HD HOME DEPOT INC	2.4M	$666M	1.1%	—	$177.06	+44.77%	16 qtrssince 2018-Q4	Increased 51
V VISA INC	3.7M	$661.2M	1.1%	—	$154.08	+13.76%	16 qtrssince 2018-Q4	Increased 50
PEP PEPSICO INC	4M	$652.7M	1.1%	—	$106.13	+41.30%	16 qtrssince 2018-Q4	Increased 50
JNJ JOHNSON & JOHNSON	3.8M	$618.2M	1.0%	—	$117.09	+27.44%	16 qtrssince 2018-Q4	Increased 51
AGG ETF ISHARES TR	6.3M	$609.9M	1.0%	—	$95.65	-10.49%	16 qtrssince 2018-Q4	Increased 45
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	1.5M	$519.8M	0.9%	—	$269.27	+28.92%	16 qtrssince 2018-Q4	Decreased 0
PFE PFIZER INC	11.9M	$518.9M	0.8%	—	$29.63	+22.18%	16 qtrssince 2018-Q4	Decreased 0
IEFA ETF ISHARES TR	9.5M	$498.7M	0.8%	—	$50.72	-6.50%	16 qtrssince 2018-Q4	Decreased 0
PG PROCTER & GAMBLE CO	3.9M	$492.4M	0.8%	—	$94.38	+24.65%	16 qtrssince 2018-Q4	Increased 46
LMT LOCKHEED MARTIN CORP	1.2M	$476.2M	0.8%	—	$314.05	+13.68%	16 qtrssince 2018-Q4	Increased 45
VOO ETF VANGUARD INDEX FDS	1.5M	$476.1M	0.8%	—	$250.77	+26.96%	16 qtrssince 2018-Q4	Increased 47
JPM JPMORGAN CHASE & CO	4.5M	$472.7M	0.8%	—	$88.12	+10.40%	16 qtrssince 2018-Q4	Increased 45
BIL ETF SPDR SERIES TRUST	5.1M	$468.2M	0.8%	—	$78.53	+0.07%	16 qtrssince 2018-Q4	Increased 71
WMT WALMART INC	3.6M	$467.5M	0.8%	—	$33.95	+24.70%	16 qtrssince 2018-Q4	Increased 46
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