How many stocks does STIFEL FINANCIAL CORP own?

As of Q2 2022, STIFEL FINANCIAL CORP holds 3,307 positions in their 13F portfolio.

What is STIFEL FINANCIAL CORP's largest holding?

MSFT at 3.0% of portfolio, worth $1.9B.

What is STIFEL FINANCIAL CORP's total portfolio value?

$63.9B as of Q2 2022, tracked across 3,307 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 Q2 2022?

View STIFEL FINANCIAL CORP's latest portfolio changes, new positions, and exits for Q2 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 Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

STIFEL FINANCIAL CORP

Institutional investor · Portfolio as of Q2 2022

Strong(4.0 / 5.0)

$63.9B

AUM

3,307

Positions

171

New

Q2 2022

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

STIFEL FINANCIAL CORP manages $63.9B across 3307 positions as of Q2 2022. Top holdings: MSFT (3.0%), AAPL (2.9%), UNH (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.

Q2 2022 Summary

Active quarter - 171 new positions, 226 exits, 1596 increased. Top move: AMZN (INCREASED, conviction 81). Portfolio: $63.9B across 3307 positions.

Portfolio Allocation

Top holdings by portfolio weight

MSFT3.04%

AAPL2.88%

UNH1.61%

AMZN1.33%

GOOGL1.18%

V1.15%

SPY1.07%

MRK1.06%

PFE1.05%

JNJ1.03%

Other1.03%

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Position Outcomes

Best and worst performing positions by estimated return

Top Winners

CNR7Q held

CORNERSTONE BLDG BRANDS INC

Avg $6.86 · $2.6M est. P&L

Est. P&L

+1241.98%

CLMT15Q held

CALUMET SPECIALTY PRODS PART

Avg $4.58 · $434,196 est. P&L

Est. P&L

+509.12%

COHR15Q held

COHERENT INC

Avg $47.92 · $251,752 est. P&L

Est. P&L

+485.98%

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 3311

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT MICROSOFT CORP	7.6M	$1.9B	3.0%	—	$125.92	+100.87%	15 qtrssince 2018-Q4	Increased 59
AAPL APPLE INC	13.4M	$1.8B	2.9%	—	$93.80	+45.66%	15 qtrssince 2018-Q4	Decreased 0
UNH UNITEDHEALTH GROUP INC	2M	$1B	1.6%	—	$247.00	+96.43%	15 qtrssince 2018-Q4	Increased 51
AMZN AMAZON COM INC	8M	$851M	1.3%	—	$108.28	+0.59%	15 qtrssince 2018-Q4	Increased 81
GOOGL ALPHABET INC	347,376	$757M	1.2%	—	$65.23	+69.96%	15 qtrssince 2018-Q4	Increased 54
V VISA INC	3.7M	$731.7M	1.1%	—	$154.05	+25.84%	15 qtrssince 2018-Q4	Increased 50
SPYUnit SPDR S&P 500 ETF TR	1.8M	$681.8M	1.1%	—	$269.27	+34.60%	15 qtrssince 2018-Q4	Decreased 0
MRK MERCK & CO INC	7.5M	$679.9M	1.1%	—	$62.59	+32.92%	15 qtrssince 2018-Q4	Increased 50
PFE PFIZER INC	12.8M	$672.2M	1.1%	—	$29.63	+39.86%	15 qtrssince 2018-Q4	Increased 52
JNJ JOHNSON & JOHNSON	3.7M	$658.5M	1.0%	—	$116.44	+36.94%	15 qtrssince 2018-Q4	Increased 50
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