STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q3 2025
Top Holdings3,531 positions
MICROSOFT CORP | 7.1M | $3.7B | 3.4% | $131.24 | +291.43% | 28 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 17.4M | $3.2B | 3.0% | $9.87 | +1785.70% | 28 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 11.5M | $2.9B | 2.7% | $52.39 | +384.28% | 28 qtrssince 2018-Q4 | Increased 55 |
AMAZON COM INC | 8.4M | $1.8B | 1.7% | $104.16 | +110.81% | 28 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 4.7M | $1.6B | 1.4% | $35.57 | +820.62% | 28 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 6.2M | $1.5B | 1.4% | $72.78 | +233.16% | 28 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 3.9M | $1.2B | 1.1% | $90.57 | +241.75% | 28 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 3.5M | $1.2B | 1.1% | $155.50 | +117.80% | 28 qtrssince 2018-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 1.7M | $1.1B | 1.0% | $302.22 | +118.08% | 28 qtrssince 2018-Q4 | Decreased 0 |
WALMART INC | 10.4M | $1.1B | 1.0% | $37.04 | +175.92% | 28 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 2.6M | $1B | 0.9% | $185.93 | +111.92% | 28 qtrssince 2018-Q4 | Increased 45 |
META PLATFORMS INC | 1.4M | $1B | 0.9% | $318.27 | +129.96% | 28 qtrssince 2018-Q4 | Increased 46 |
VANGUARD INDEX FDS | 1.6M | $959.9M | 0.9% | $287.57 | +110.53% | 28 qtrssince 2018-Q4 | Increased 46 |
CISCO SYS INC | 13.7M | $939.6M | 0.9% | $47.76 | +40.21% | 28 qtrssince 2018-Q4 | Increased 63 |
JOHNSON & JOHNSON | 5.1M | $938.9M | 0.9% | $125.90 | +44.03% | 28 qtrssince 2018-Q4 | Increased 46 |
PEPSICO INC | 6.5M | $919.4M | 0.8% | $120.23 | +12.26% | 28 qtrssince 2018-Q4 | Increased 47 |
ISHARES TR | 10.3M | $899.8M | 0.8% | $54.54 | +56.33% | 28 qtrssince 2018-Q4 | Increased 47 |
ISHARES TR | 7.2M | $864.2M | 0.8% | $51.33 | +134.28% | 28 qtrssince 2018-Q4 | Increased 45 |
ALPHABET INC | 3.3M | $808M | 0.7% | $67.11 | +261.98% | 28 qtrssince 2018-Q4 | Decreased 0 |
INTERNATIONAL BUSINESS MACHS | 2.8M | $781.6M | 0.7% | $161.27 | +70.53% | 28 qtrssince 2018-Q4 | Increased 64 |
STIFEL FINANCIAL CORP manages $109.5B across 3531 positions as of Q3 2025. Top holdings: MSFT (3.4%), NVDA (3.0%), AAPL (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 223 new positions, 154 exits, 1773 increased. Top move: IBM (INCREASED, conviction 64). Portfolio: $109.5B across 3531 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR