Stifel Financial Corp 13F holdings
Stifel Financial Corp reported 2,547 positions with a total reported value of $120.2B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-12. Top holdings by reported value: ISHARES TR (10.1%), VANGUARD INDEX FDS (2.8%), NVDA NVIDIA CORPORATION (2.7%), GOOGL ALPHABET INC (2.7%), AAPL APPLE INC (2.7%). Against 2026-03-31 it opened 151 new positions and exited 108. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 2,547 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ISHARES TR | 123,497,966 | $12.1B | 10.1% |
| VANGUARD INDEX FDS | 15,516,010 | $3.4B | 2.8% |
| NVDA NVIDIA CORPORATION | 16,520,061 | $3.3B | 2.7% |
| GOOGL ALPHABET INC | 9,282,188 | $3.3B | 2.7% |
| AAPL APPLE INC | 11,015,826 | $3.2B | 2.7% |
| MSFT MICROSOFT CORP | 6,433,235 | $2.4B | 2.0% |
| AMZN AMAZON COM INC | 8,445,681 | $2.0B | 1.7% |
| SPDR SERIES TRUST | 29,774,451 | $1.8B | 1.5% |
| AVGO BROADCOM INC | 4,510,303 | $1.7B | 1.4% |
| CSCO CISCO SYS INC | 12,692,951 | $1.5B | 1.2% |
| IVZ INVESCO ACTIVELY MANAGED EXC | 21,796,376 | $1.3B | 1.1% |
| JPM JPMORGAN CHASE & CO | 3,865,671 | $1.3B | 1.1% |
| VANGUARD SCOTTSDALE FDS | 16,110,144 | $1.2B | 1.0% |
| SPY STATE STR SPDR S&P 500 ETF T | 1,584,389 | $1.2B | 1.0% |
| SELECT SECTOR SPDR TR | 12,506,697 | $1.1B | 0.9% |
| JNJ JOHNSON & JOHNSON | 4,454,737 | $1.1B | 0.9% |
| ISHARES INC | 12,888,043 | $1.1B | 0.9% |
| V VISA INC | 3,173,435 | $1.1B | 0.9% |
| MRK MERCK & CO INC | 8,169,394 | $1.0B | 0.9% |
| FIRST TR EXCHANGE-TRADED FD | 19,344,372 | $965.7M | 0.8% |
| LLY ELI LILLY & CO | 786,902 | $943.9M | 0.8% |
| VANGUARD WORLD FD | 6,490,325 | $929.2M | 0.8% |
| ABBV ABBVIE INC | 3,625,155 | $912.2M | 0.8% |
| HD HOME DEPOT INC | 2,568,267 | $905.8M | 0.8% |
| PEP PEPSICO INC | 6,239,792 | $844.9M | 0.7% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 151 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| HONA HONEYWELL AEROSPACE INC | 931,045 | $205.8M | 0.2% |
| T ROWE PRICE EXCHANGE-TRADED | 3,029,727 | $134.1M | 0.1% |
| SPCX SPACE EXPLORATION TECHN CORP | 206,757 | $35.3M | <0.1% |
| FEDEX FGHT HLDG CO INC | 107,846 | $16.3M | <0.1% |
| XPEL XPEL INC | 167,654 | $8.3M | <0.1% |
| FLYW FLYWIRE CORPORATION | 258,631 | $4.5M | <0.1% |
| COHEN & STEERS ETF TRUST | 161,701 | $3.8M | <0.1% |
| COLLIERS INTL GROUP INC | 36,289 | $3.4M | <0.1% |
| PWRL POWERLAW CORP | 223,804 | $3.3M | <0.1% |
| SARO STANDARDAERO INC | 102,883 | $3.1M | <0.1% |
| PSUS PERSHING SQUARE USA LTD | 81,150 | $3.0M | <0.1% |
| ALGM ALLEGRO MICROSYSTEMS INC | 42,037 | $2.9M | <0.1% |
| CGAU CENTERRA GOLD INC | 181,463 | $2.9M | <0.1% |
| LAZARD ACTIVE ETF TR | 81,374 | $2.6M | <0.1% |
| RVMD REVOLUTION MEDICINES INC | 13,406 | $2.5M | <0.1% |
| PLXS PLEXUS CORP | 8,010 | $2.4M | <0.1% |
| MAIR MADISON AIR SOLUTIONS CORP | 53,095 | $2.1M | <0.1% |
| NATIXIS ETF TR | 33,149 | $2.0M | <0.1% |
| LOAR LOAR HOLDINGS INC | 22,380 | $1.8M | <0.1% |
| MAX MEDIAALPHA INC | 126,175 | $1.6M | <0.1% |
| THE CENTRAL AND EASTERN EU I | 76,763 | $1.6M | <0.1% |
| CBRS CEREBRAS SYSTEMS INC | 7,116 | $1.6M | <0.1% |
| TDOC TELADOC HEALTH INC | 182,763 | $1.5M | <0.1% |
| ATEN A10 NETWORKS INC | 40,370 | $1.5M | <0.1% |
| PEOPLE INC | 32,078 | $1.5M | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 108 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| T ROWE PRICE ETF INC | 2,679,098 | $101.9M | <0.1% |
| COTERRA ENERGY INC | 612,363 | $21.5M | <0.1% |
| WIX WIX COM LTD | 53,923 | $4.9M | <0.1% |
| WOR WORTHINGTON ENTERPRISES INC | 84,119 | $4.4M | <0.1% |
| SNWV SANUWAVE HEALTH INC | 251,633 | $4.4M | <0.1% |
| CEVA CEVA INC | 148,229 | $2.8M | <0.1% |
| LAKELAND FINL CORP | 41,989 | $2.4M | <0.1% |
| GT GOODYEAR TIRE & RUBR CO | 334,428 | $2.2M | <0.1% |
| NXST NEXSTAR MEDIA GROUP INC | 10,734 | $1.9M | <0.1% |
| FLUTTER ENTMT PLC | 17,887 | $1.8M | <0.1% |
| THERMON GROUP HLDGS INC | 34,416 | $1.7M | <0.1% |
| MNSO MINISO GROUP HLDG LTD | 94,835 | $1.5M | <0.1% |
| SHOE CARNIVAL INC | 95,669 | $1.5M | <0.1% |
| UMC UNITED MICROELECTRONICS CORP | 163,818 | $1.5M | <0.1% |
| PHI PLDT INC | 67,473 | $1.4M | <0.1% |
| CENTRAL & EASTERN EUROPE FD | 76,884 | $1.4M | <0.1% |
| STELLAR BANCORP INC | 37,920 | $1.4M | <0.1% |
| CSIQ CANADIAN SOLAR INC | 97,300 | $1.3M | <0.1% |
| ACNB ACNB CORP | 27,803 | $1.3M | <0.1% |
| USLM UNITED STS LIME & MINERALS I | 9,943 | $1.3M | <0.1% |
| CALX CALIX INC | 26,394 | $1.3M | <0.1% |
| IAC INC | 32,280 | $1.3M | <0.1% |
| PAYP PAYPAY CORP | 56,721 | $1.2M | <0.1% |
| MATTHEWS ASIA FDS | 27,282 | $1.2M | <0.1% |
| APELLIS PHARMACEUTICALS INC | 28,220 | $1.1M | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VANGUARD INDEX FDS | 9,245,351 | 15,516,010 | +67.8% | $3.4B |
| VANGUARD WORLD FD | 2,806,145 | 6,490,325 | +131.3% | $929.2M |
| ISHARES TR | 118,529,984 | 123,497,966 | +4.2% | $12.1B |
| VANGUARD SCOTTSDALE FDS | 13,494,141 | 16,110,144 | +19.4% | $1.2B |
| KLAC KLA CORP | 47,681 | 476,005 | +898.3% | $143.6M |
| ISHARES INC | 11,554,478 | 12,888,043 | +11.5% | $1.1B |
| GE AEROSPACE | 702,987 | 954,419 | +35.8% | $356.7M |
| RACE FERRARI N V | 17,337 | 244,056 | +1,307.7% | $90.9M |
| ACN ACCENTURE PLC IRELAND | 2,202,108 | 2,819,999 | +28.1% | $350.9M |
| BLACKROCK ETF TRUST | 3,467,090 | 5,122,037 | +47.7% | $219.6M |
| UBER UBER TECHNOLOGIES INC | 2,583,133 | 3,543,481 | +37.2% | $255.7M |
| BLK BLACKROCK CORPOR HI YLD FD I | 5,003,902 | 5,952,949 | +19.0% | $388.4M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| APD AIR PRODUCTS AND CHEMICALS I | 1,644,429 | 470,407 | -71.4% | $137.9M |
| HONEYWELL INTL INC | 1,787,117 | 900,107 | -49.6% | $201.5M |
| MRVL MARVELL TECHNOLOGY INC | 1,792,681 | 1,183,565 | -34.0% | $352.6M |
| CMI CUMMINS INC | 840,971 | 593,509 | -29.4% | $423.3M |
| XOM EXXON MOBIL CORP | 3,729,167 | 2,648,819 | -29.0% | $362.1M |
| DELL DELL TECHNOLOGIES INC | 749,515 | 424,917 | -43.3% | $183.3M |
| CSCO CISCO SYS INC | 13,476,992 | 12,692,951 | -5.8% | $1.5B |
| META META PLATFORMS INC | 1,389,771 | 1,231,479 | -11.4% | $693.8M |
| MSFT MICROSOFT CORP | 6,663,492 | 6,433,235 | -3.5% | $2.4B |
| TEXAS INSTRS INC | 2,941,364 | 2,659,759 | -9.6% | $792.8M |
| ASML ASML HLDG NV | 248,817 | 213,785 | -14.1% | $425.3M |
| QCOM QUALCOMM INC | 1,222,743 | 925,174 | -24.3% | $171.0M |
CIK 720672 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
More 13F data
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
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