How many stocks does STIFEL FINANCIAL CORP own?

As of Q4 2025, STIFEL FINANCIAL CORP holds 3,565 positions in their 13F portfolio.

What is STIFEL FINANCIAL CORP's largest holding?

MSFT at 3.1% of portfolio, worth $3.4B.

What is STIFEL FINANCIAL CORP's total portfolio value?

$111.2B as of Q4 2025, tracked across 3,565 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 Q4 2025?

View STIFEL FINANCIAL CORP's latest portfolio changes, new positions, and exits for Q4 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 Q4 2025

SEC EDGAR SourceSEC Filings

$111.2B

AUM

3,565

Positions

Q4 2025

Filing

Rating · 5.0

Quarterly Portfolio Change

Activity profile

$ moved · Q4'25

New2%Increased44%Decreased52%Exited2%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 5.1 years

<1Q3%1-4Q7%1-2Y6%2Y+84%

Q4 2025 Summary

Active quarter - 215 new positions, 180 exits, 1682 increased. Top move: SPY (INCREASED, conviction 51). Portfolio: $111.2B across 3565 positions.

Portfolio Allocation

Top holdings by portfolio weight

MSFT3.05%

NVDA2.86%

AAPL2.76%

AMZN1.73%

GOOGL1.67%

AVGO1.44%

JPM1.13%

V1.06%

SPY1.03%

WMT0.98%

Other0.95%

Sector Breakdown

Portfolio allocation by GICS sector

Unknown30.15%

Technology20.26%

Financial Services9.49%

Industrials9.18%

Healthcare7.85%

Consumer Cyclical6.12%

Consumer Defensive5.63%

Communication Services4.79%

Energy2.62%

Basic Materials1.53%

Other2.37%

Fund DNA

Behavioral investing profile

Balanced Allocator91%- primarily Unknown, Technology

Compare DNA across all funds

Fund Rating

7-dimension quality assessment

Elite(5.0 / 5.0)

Track Record65

Conviction41

Concentration0

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Position Outcomes

Best and worst performing positions by estimated return

Top Winners

EOSE13Q held

EOS ENERGY ENTERPRISES INC

Avg $1.75 · $40.7M est. P&L

Est. P&L

+550.31%

APP12Q held

APPLOVIN CORP

Avg $110.28 · $60M est. P&L

Est. P&L

+529.05%

PLTR22Q held

PALANTIR TECHNOLOGIES INC

Avg $29.25 · $126.7M est. P&L

Est. P&L

+518.32%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Holdings3,565 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT MICROSOFT CORP	7M	$3.4B	3.1%	—	$131.45	+270.85%	29 qtrssince 2018-Q4	Decreased 0
NVDA NVIDIA CORPORATION	17.1M	$3.2B	2.9%	—	$112.65	+66.48%	29 qtrssince 2018-Q4	Decreased 0
AAPL APPLE INC	11.3M	$3.1B	2.8%	—	$100.74	+170.81%	29 qtrssince 2018-Q4	Decreased 0
AMZN AMAZON COM INC	8.3M	$1.9B	1.7%	—	$114.38	+103.30%	29 qtrssince 2018-Q4	Decreased 0
GOOGL ALPHABET INC	5.9M	$1.9B	1.7%	—	$98.27	+219.37%	29 qtrssince 2018-Q4	Decreased 0
AVGO BROADCOM INC	4.6M	$1.6B	1.4%	—	$158.56	+120.64%	29 qtrssince 2018-Q4	Decreased 0
JPM JPMORGAN CHASE & CO	3.9M	$1.3B	1.1%	—	$90.89	+254.25%	29 qtrssince 2018-Q4	Decreased 0
V VISA INC	3.4M	$1.2B	1.1%	—	$156.54	+125.44%	29 qtrssince 2018-Q4	Decreased 0
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	1.7M	$1.1B	1.0%	—	$309.08	+122.27%	29 qtrssince 2018-Q4	Increased 51
WMT WALMART INC	9.7M	$1.1B	1.0%	—	$51.80	+116.07%	29 qtrssince 2018-Q4	Decreased 0
GOOG ALPHABET INC	3.4M	$1.1B	1.0%	—	$104.94	+199.73%	29 qtrssince 2018-Q4	Increased 46
CSCO CISCO SYS INC	13.4M	$1B	0.9%	—	$47.76	+61.23%	29 qtrssince 2018-Q4	Decreased 0
JNJ JOHNSON & JOHNSON	4.9M	$1B	0.9%	—	$126.97	+62.96%	29 qtrssince 2018-Q4	Decreased 0
IEFA ETF ISHARES TR	11.1M	$994.4M	0.9%	—	$57.11	+57.35%	29 qtrssince 2018-Q4	Increased 49
VOO ETF VANGUARD INDEX FDS	1.6M	$979.1M	0.9%	—	$288.74	+118.79%	29 qtrssince 2018-Q4	Decreased 0
META META PLATFORMS INC	1.4M	$935.5M	0.8%	—	$326.84	+103.76%	29 qtrssince 2018-Q4	Increased 46
PEP PEPSICO INC	6.4M	$914.8M	0.8%	—	$123.79	+16.45%	29 qtrssince 2018-Q4	Decreased 0
MRK MERCK & CO INC	8.5M	$899.7M	0.8%	—	$69.17	+53.33%	29 qtrssince 2018-Q4	Decreased 0
HD HOME DEPOT INC	2.5M	$857.3M	0.8%	—	$190.54	+81.77%	29 qtrssince 2018-Q4	Decreased 0
IVW ETF ISHARES TR	6.9M	$853.3M	0.8%	—	$61.29	+102.59%	29 qtrssince 2018-Q4	Decreased 0
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