How many stocks does STIFEL FINANCIAL CORP own?

As of Q3 2025, STIFEL FINANCIAL CORP holds 3,529 positions in their 13F portfolio.

What is STIFEL FINANCIAL CORP's largest holding?

MSFT at 3.4% of portfolio, worth $3.7B.

What is STIFEL FINANCIAL CORP's total portfolio value?

$109.5B as of Q3 2025, tracked across 3,529 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 2025?

View STIFEL FINANCIAL CORP's latest portfolio changes, new positions, and exits for Q3 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 Q3 2025

Strong(4.0 / 5.0)

$109.5B

AUM

3,529

Positions

218

New

Q3 2025

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

STIFEL FINANCIAL CORP manages $109.5B across 3529 positions as of Q3 2025. Top holdings: MSFT (3.4%), NVDA (3.0%), AAPL (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.

Q3 2025 Summary

Active quarter - 218 new positions, 150 exits, 1773 increased. Top move: AAPL (INCREASED, conviction 55). Portfolio: $109.5B across 3529 positions.

Portfolio Allocation

Top holdings by portfolio weight

MSFT3.37%

NVDA2.96%

AAPL2.67%

AMZN1.68%

AVGO1.43%

GOOGL1.38%

JPM1.13%

V1.09%

SPY1.01%

WMT0.98%

Other0.94%

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Position Outcomes

Best and worst performing positions by estimated return

Top Winners

INOD19Q held

INNODATA INC

Avg $6.50 · $377,608 est. P&L

Est. P&L

+1068.09%

EME28Q held

EMCOR GROUP INC

Avg $98.22 · $18.3M est. P&L

Est. P&L

+551.60%

APP11Q held

APPLOVIN CORP

Avg $109.87 · $61.9M est. P&L

Est. P&L

+548.36%

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 3531

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT MICROSOFT CORP	7.1M	$3.7B	3.4%	—	$131.45	+290.75%	28 qtrssince 2018-Q4	Decreased 0
NVDA NVIDIA CORP	17.4M	$3.2B	3.0%	—	$112.65	+61.42%	28 qtrssince 2018-Q4	Decreased 0
AAPL APPLE INC	11.5M	$2.9B	2.7%	—	$100.74	+152.08%	28 qtrssince 2018-Q4	Increased 55
AMZN AMAZON COM INC	8.4M	$1.8B	1.7%	—	$114.38	+94.24%	28 qtrssince 2018-Q4	Decreased 0
AVGO BROADCOM INC	4.7M	$1.6B	1.4%	—	$158.56	+106.40%	28 qtrssince 2018-Q4	Decreased 0
GOOGL ALPHABET INC	6.2M	$1.5B	1.4%	—	$98.27	+148.18%	28 qtrssince 2018-Q4	Decreased 0
JPM JPMORGAN CHASE & CO	3.9M	$1.2B	1.1%	—	$90.89	+244.11%	28 qtrssince 2018-Q4	Decreased 0
V VISA INC	3.5M	$1.2B	1.1%	—	$156.54	+116.43%	28 qtrssince 2018-Q4	Decreased 0
SPYUnit SPDR S&P 500 ETF TR	1.7M	$1.1B	1.0%	—	$303.50	+118.03%	28 qtrssince 2018-Q4	Decreased 0
WMT WALMART INC	10.4M	$1.1B	1.0%	—	$51.80	+98.59%	28 qtrssince 2018-Q4	Decreased 0
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