How many stocks does STIFEL FINANCIAL CORP own?

As of Q2 2025, STIFEL FINANCIAL CORP holds 3,461 positions in their 13F portfolio.

What is STIFEL FINANCIAL CORP's largest holding?

MSFT at 3.5% of portfolio, worth $3.6B.

What is STIFEL FINANCIAL CORP's total portfolio value?

$102.8B as of Q2 2025, tracked across 3,461 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 2025?

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

STIFEL FINANCIAL CORP

Institutional investor · Portfolio as of Q2 2025

Strong(4.0 / 5.0)

$102.8B

AUM

3,461

Positions

198

New

Q2 2025

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

STIFEL FINANCIAL CORP manages $102.8B across 3461 positions as of Q2 2025. Top holdings: MSFT (3.5%), NVDA (2.8%), AAPL (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.

Q2 2025 Summary

Active quarter - 198 new positions, 183 exits, 1769 increased. Top move: NVDA (INCREASED, conviction 55). Portfolio: $102.8B across 3461 positions.

Portfolio Allocation

Top holdings by portfolio weight

MSFT3.47%

NVDA2.79%

AAPL2.28%

AMZN1.80%

AVGO1.32%

V1.23%

JPM1.15%

GOOGL1.08%

WMT1.01%

SPY1.00%

Other0.98%

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Position Outcomes

Best and worst performing positions by estimated return

Top Winners

INOD18Q held

INNODATA INC

Avg $6.50 · $281,329 est. P&L

Est. P&L

+650.63%

CRS21Q held

CARPENTER TECHNOLOGY CORP

Avg $37.88 · $2.8M est. P&L

Est. P&L

+626.50%

EME27Q held

EMCOR GROUP INC

Avg $98.22 · $17M est. P&L

Est. P&L

+439.46%

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 3462

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT MICROSOFT CORP	7.2M	$3.6B	3.5%	—	$131.45	+275.96%	27 qtrssince 2018-Q4	Decreased 0
NVDA NVIDIA CORP	18.2M	$2.9B	2.8%	—	$112.65	+40.02%	27 qtrssince 2018-Q4	Increased 55
AAPL APPLE INC	11.4M	$2.3B	2.3%	—	$99.84	+100.80%	27 qtrssince 2018-Q4	Decreased 0
AMZN AMAZON COM INC	8.5M	$1.9B	1.8%	—	$114.38	+95.23%	27 qtrssince 2018-Q4	Increased 51
AVGO BROADCOM INC	4.9M	$1.4B	1.3%	—	$158.56	+69.26%	27 qtrssince 2018-Q4	Increased 51
V VISA INC	3.6M	$1.3B	1.2%	—	$156.54	+121.42%	27 qtrssince 2018-Q4	Decreased 0
JPM JPMORGAN CHASE & CO	4.1M	$1.2B	1.2%	—	$90.89	+211.45%	27 qtrssince 2018-Q4	Decreased 0
GOOGL ALPHABET INC	6.3M	$1.1B	1.1%	—	$98.27	+81.38%	27 qtrssince 2018-Q4	Decreased 0
WMT WALMART INC	10.6M	$1B	1.0%	—	$51.80	+86.97%	27 qtrssince 2018-Q4	Decreased 0
SPYUnit SPDR S&P 500 ETF TR	1.7M	$1B	1.0%	—	$303.50	+101.45%	27 qtrssince 2018-Q4	Increased 47
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