How many stocks does STIFEL FINANCIAL CORP own?

As of Q2 2024, STIFEL FINANCIAL CORP holds 3,361 positions in their 13F portfolio.

What is STIFEL FINANCIAL CORP's largest holding?

MSFT at 3.6% of portfolio, worth $3.2B.

What is STIFEL FINANCIAL CORP's total portfolio value?

$88.9B as of Q2 2024, tracked across 3,361 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 2024?

View STIFEL FINANCIAL CORP's latest portfolio changes, new positions, and exits for Q2 2024 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 2024

Strong(4.0 / 5.0)

$88.9B

AUM

3,361

Positions

159

New

Q2 2024

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

STIFEL FINANCIAL CORP manages $88.9B across 3361 positions as of Q2 2024. Top holdings: MSFT (3.6%), AAPL (2.8%), NVDA (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.

Q2 2024 Summary

Active quarter - 159 new positions, 133 exits, 1628 increased. Top move: NVDA (INCREASED, conviction 88). Portfolio: $88.9B across 3361 positions.

Portfolio Allocation

Top holdings by portfolio weight

MSFT3.59%

AAPL2.77%

NVDA2.54%

AMZN1.78%

GOOGL1.32%

V1.12%

PEP0.99%

HD0.98%

WMT0.98%

MRK0.98%

Other0.97%

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

AVGO23Q held

BROADCOM INC

Avg $31.29 · $64.6M est. P&L

Est. P&L

+405.52%

VIST8Q held

VISTA ENERGY S.A.B. DE C.V.

Avg $9.35 · $320,907 est. P&L

Est. P&L

+386.42%

LLY23Q held

LILLY ELI & CO

Avg $209.39 · $500.2M est. P&L

Est. P&L

+327.16%

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 3362

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT MICROSOFT CORP	7.1M	$3.2B	3.6%	—	$130.72	+238.13%	23 qtrssince 2018-Q4	Decreased 0
AAPL APPLE INC	11.7M	$2.5B	2.8%	—	$97.40	+114.59%	23 qtrssince 2018-Q4	Increased 56
NVDA NVIDIA CORP	18.3M	$2.3B	2.5%	—	$112.42	+9.85%	23 qtrssince 2018-Q4	Increased 88
AMZN AMAZON COM INC	8.2M	$1.6B	1.8%	—	$110.91	+74.24%	23 qtrssince 2018-Q4	Increased 51
GOOGL ALPHABET INC	6.4M	$1.2B	1.3%	—	$95.87	+88.79%	23 qtrssince 2018-Q4	Decreased 0
V VISA INC	3.8M	$994.2M	1.1%	—	$156.29	+65.76%	23 qtrssince 2018-Q4	Increased 50
PEP PEPSICO INC	5.3M	$876.5M	1.0%	—	$119.46	+30.64%	23 qtrssince 2018-Q4	Increased 45
HD HOME DEPOT INC	2.5M	$871M	1.0%	—	$186.14	+78.41%	23 qtrssince 2018-Q4	Increased 45
WMT WALMART INC	12.8M	$868.7M	1.0%	—	$51.80	+28.82%	23 qtrssince 2018-Q4	Increased 45
MRK MERCK & CO INC	7M	$867.4M	1.0%	—	$66.06	+77.98%	23 qtrssince 2018-Q4	Decreased 0
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