How many stocks does STIFEL FINANCIAL CORP own?

As of Q4 2019, STIFEL FINANCIAL CORP holds 3,012 positions in their 13F portfolio.

What is STIFEL FINANCIAL CORP's largest holding?

MSFT at 2.4% of portfolio, worth $1.1B.

What is STIFEL FINANCIAL CORP's total portfolio value?

$48B as of Q4 2019, tracked across 3,012 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 2019?

View STIFEL FINANCIAL CORP's latest portfolio changes, new positions, and exits for Q4 2019 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 Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

STIFEL FINANCIAL CORP

Institutional investor · Portfolio as of Q4 2019

Strong(4.0 / 5.0)

$48B

AUM

3,012

Positions

328

New

Q4 2019

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

STIFEL FINANCIAL CORP manages $48B across 3012 positions as of Q4 2019. Top holdings: MSFT (2.4%), AAPL (2.4%), SPY (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.

Q4 2019 Summary

Active quarter - 328 new positions, 164 exits, 1459 increased. Top move: MSFT (INCREASED, conviction 65). Portfolio: $48.0B across 3012 positions.

Portfolio Allocation

Top holdings by portfolio weight

MSFT2.38%

AAPL2.38%

SPY2.07%

AMZN1.20%

JPM1.18%

UNH1.07%

IVE0.93%

GOOGL0.91%

MRK0.91%

JNJ0.90%

Other0.89%

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Position Outcomes

Best and worst performing positions by estimated return

Top Winners

AXSM5Q held

AXSOME THERAPEUTICS INC

Avg $2.20 · $41.1M est. P&L

Est. P&L

+4615.70%

CMT1Q held

CORE MOLDING TECHNOLOGIES IN

Avg $3.08 · $190,008 est. P&L

Est. P&L

+527.27%

ARWR5Q held

ARROWHEAD PHARMACEUTICALS IN

Avg $11.94 · $1.3M est. P&L

Est. P&L

+437.69%

Top Losers

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View plans

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

Top Holdings10 of 3013

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT MICROSOFT CORP	7.3M	$1.1B	2.4%	—	$105.14	+42.32%	5 qtrssince 2018-Q4	Increased 65
AAPL APPLE INC	3.9M	$1.1B	2.4%	—	$39.66	+77.19%	5 qtrssince 2018-Q4	Increased 59
SPYUnit SPDR S&P 500 ETF TR	3.1M	$991.5M	2.1%	—	$247.72	+18.78%	5 qtrssince 2018-Q4	Increased 55
AMZN AMAZON COM INC	311,908	$578.1M	1.2%	—	$78.98	+16.92%	5 qtrssince 2018-Q4	Increased 60
JPM JPMORGAN CHASE & CO	4.1M	$565.8M	1.2%	—	$82.95	+41.00%	5 qtrssince 2018-Q4	Increased 54
UNH UNITEDHEALTH GROUP INC	1.7M	$511.6M	1.1%	—	$226.35	+17.73%	5 qtrssince 2018-Q4	Increased 59
IVEETF ISHARES TR	3.4M	$448M	0.9%	—	$91.20	+25.62%	5 qtrssince 2018-Q4	Increased 46
GOOGL ALPHABET INC	326,348	$436.4M	0.9%	—	$53.78	+23.61%	5 qtrssince 2018-Q4	Increased 48
MRK MERCK & CO INC	4.8M	$436.4M	0.9%	—	$61.10	+17.57%	5 qtrssince 2018-Q4	Increased 54
JNJ JOHNSON & JOHNSON	3M	$430.4M	0.9%	—	$108.53	+13.07%	5 qtrssince 2018-Q4	Increased 54
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