How many stocks does STIFEL FINANCIAL CORP own?

As of Q3 2021, STIFEL FINANCIAL CORP holds 3,319 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 3,319 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 Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

STIFEL FINANCIAL CORP

Institutional investor · Portfolio as of Q3 2021

Strong(4.0 / 5.0)

$68.2B

AUM

3,319

Positions

188

New

Q3 2021

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

STIFEL FINANCIAL CORP manages $68.2B across 3319 positions as of Q3 2021. Top holdings: MSFT (3.0%), AAPL (2.9%), AMZN (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.

Q3 2021 Summary

Active quarter - 188 new positions, 177 exits, 1764 increased. Top move: MSFT (INCREASED, conviction 55). Portfolio: $68.2B across 3319 positions.

Portfolio Allocation

Top holdings by portfolio weight

MSFT2.97%

AAPL2.87%

AMZN1.76%

SPY1.45%

GOOGL1.20%

V1.12%

HD1.12%

UNH1.09%

JPM1.02%

COST0.93%

Other0.92%

Similar Funds

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Cetera Investment Advisers

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Position Outcomes

Best and worst performing positions by estimated return

Top Winners

BCRX7Q held

BIOCRYST PHARMACEUTICALS INC

Avg $1.99 · $22.9M est. P&L

Est. P&L

+622.61%

AA7Q held

ALCOA CORP

Avg $6.98 · $6.4M est. P&L

Est. P&L

+592.14%

SE11Q held

SEA LTD

Avg $58.23 · $48.8M est. P&L

Est. P&L

+435.41%

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 3320

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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
SPYUnit SPDR S&P 500 ETF TR	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 WHSL CORP NEW	1.4M	$632.7M	0.9%	—	$222.19	+93.28%	12 qtrssince 2018-Q4	Increased 45
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