How many stocks does STIFEL FINANCIAL CORP own?

As of Q4 2025, STIFEL FINANCIAL CORP holds 3,564 positions in their 13F portfolio.

What is STIFEL FINANCIAL CORP's largest holding?

MSFT at 3.1% of portfolio, worth $3.4B.

What is STIFEL FINANCIAL CORP's total portfolio value?

$111.2B as of Q4 2025, tracked across 3,564 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 Q4 2025?

View STIFEL FINANCIAL CORP's latest portfolio changes, new positions, and exits for Q4 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 Q4 2025

Strong(4.0 / 5.0)

$111.2B

AUM

3,564

Positions

215

New

Q4 2025

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

STIFEL FINANCIAL CORP manages $111.2B across 3564 positions as of Q4 2025. Top holdings: MSFT (3.1%), NVDA (2.9%), AAPL (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.

Q4 2025 Summary

Active quarter - 215 new positions, 180 exits, 1682 increased. Top move: SPY (INCREASED, conviction 51). Portfolio: $111.2B across 3564 positions.

Portfolio Allocation

Top holdings by portfolio weight

MSFT3.05%

NVDA2.86%

AAPL2.76%

AMZN1.73%

GOOGL1.67%

AVGO1.44%

JPM1.13%

V1.06%

SPY1.03%

WMT0.98%

Other0.95%

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Position Outcomes

Best and worst performing positions by estimated return

Top Winners

SNDK4Q held

SANDISK CORP

Avg $48.97 · $1.9M est. P&L

Est. P&L

+1054.60%

BE23Q held

BLOOM ENERGY CORP

Avg $17.31 · $24M est. P&L

Est. P&L

+784.24%

LITE29Q held

LUMENTUM HLDGS INC

Avg $80.29 · $4.4M est. P&L

Est. P&L

+764.88%

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 3565

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT MICROSOFT CORP	7M	$3.4B	3.1%	—	$131.45	+207.29%	29 qtrssince 2018-Q4	Decreased 0
NVDA NVIDIA CORP	17.1M	$3.2B	2.9%	—	$112.65	+59.83%	29 qtrssince 2018-Q4	Decreased 0
AAPL APPLE INC	11.3M	$3.1B	2.8%	—	$100.74	+161.81%	29 qtrssince 2018-Q4	Decreased 0
AMZN AMAZON COM INC	8.3M	$1.9B	1.7%	—	$114.38	+82.49%	29 qtrssince 2018-Q4	Decreased 0
GOOGL ALPHABET INC	5.9M	$1.9B	1.7%	—	$98.27	+208.91%	29 qtrssince 2018-Q4	Decreased 0
AVGO BROADCOM INC	4.6M	$1.6B	1.4%	—	$158.56	+97.93%	29 qtrssince 2018-Q4	Decreased 0
JPM JPMORGAN CHASE & CO	3.9M	$1.3B	1.1%	—	$90.89	+230.37%	29 qtrssince 2018-Q4	Decreased 0
V VISA INC	3.4M	$1.2B	1.1%	—	$156.54	+104.96%	29 qtrssince 2018-Q4	Decreased 0
SPYUnit SPDR S&P 500 ETF TR	1.7M	$1.1B	1.0%	—	$309.08	+120.11%	29 qtrssince 2018-Q4	Increased 51
WMT WALMART INC	9.7M	$1.1B	1.0%	—	$51.80	+146.93%	29 qtrssince 2018-Q4	Decreased 0
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