STIFEL FINANCIAL CORP
13F filer · CIK 720672 · St. Louis, MO
Summary
STIFEL FINANCIAL CORP reported $120.21B across 3,702 positions in its 13F for 2026 Q2, filed Aug 12, 2026. The largest holdings are NVDA (2.7%), AAPL (2.7%), MSFT (2.0%). Versus 2026 Q1, leaving options aside, it opened 212 new positions, added to 1,869, trimmed 1,536 and sold out of 134.
Reported value$120.21B
Positions3,702
Report period2026 Q2
FiledAug 12, 2026
New positions212
Added1,869
Trimmed1,536
Sold out134
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 2.7%Value $3.31BPrice $227.21Shares 16.52M -0.30%Since Jun 30 +13.55%
Weight 2.7%Value $3.19BPrice $329.40Shares 11.02M -0.34%Since Jun 30 +13.83%
Weight 2.0%Value $2.40BPrice $508.96Shares 6.43M -3.46%Since Jun 30 +36.44%
Weight 1.7%Value $2.05BPrice $340.92Shares 5.75M -1.75%Since Jun 30 -4.61%
Weight 1.7%Value $2.01BPrice $246.67Shares 8.45M +2.23%Since Jun 30 +3.50%
Weight 1.4%Value $1.70BPrice $355.10Shares 4.51M +0.39%Since Jun 30 -6.00%
Weight 1.2%Value $1.49BPrice $106.94Shares 12.69M -5.82%Since Jun 30 -8.96%
Weight 1.1%Value $1.27BPrice $334.98Shares 3.87M +0.43%Since Jun 30 +2.33%
Weight 1.0%Value $1.22BPrice $337.32Shares 3.44M +1.72%Since Jun 30 -4.53%
Weight 1.0%Value $1.18BPrice $764.20Shares 1.58M -2.66%Since Jun 30 +2.33%
Weight 1.0%Value $1.15BPrice $702.46Shares 1.67M +5.39%Since Jun 30 +2.27%
Weight 0.9%Value $1.13BPrice $267.57Shares 4.45M -0.77%Since Jun 30 +5.35%
Weight 0.9%Value $1.12BPrice $142.34Shares 8.17M +12.07%Since Jun 30 +3.50%
Weight 0.9%Value $1.09BPrice $365.88Shares 3.17M -3.22%Since Jun 30 +6.64%
Weight 0.9%Value $1.05BPrice $149.28Shares 8.17M -1.48%Since Jun 30 +16.17%
Weight 0.9%Value $1.02BPrice $97.46Shares 10.59M -7.77%Since Jun 30 +0.91%
Weight 0.8%Value $943.95MPrice $1185Shares 787K +0.99%Since Jun 30 -1.25%
Weight 0.8%Value $912.25MPrice $263.29Shares 3.63M -2.87%Since Jun 30 +4.63%
Weight 0.8%Value $905.83MPrice $288.04Shares 2.57M +2.74%Since Jun 30 -18.33%
Weight 0.7%Value $844.88MPrice $128.69Shares 6.24M -1.61%Since Jun 30 -4.96%
Weight 0.7%Value $809.80MPrice $229.34Shares 3.57M +9.37%Since Jun 30 +1.00%
Weight 0.7%Value $792.81MPrice $281.69Shares 2.66M -9.57%Since Jun 30 -5.50%
Weight 0.6%Value $777.07MPrice $737.93Shares 1.06M -2.78%Since Jun 30 +0.19%
Weight 0.6%Value $769.56MPrice $219.99Shares 2.74M +2.21%Since Jun 30 -21.77%
Weight 0.6%Value $726.36MPrice $94.60Shares 7.34M +0.26%Since Jun 30 -4.43%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 2.7% | $3.31B | +13.55% | -0.30% | Trim | |
| 2.7% | $3.19B | +13.83% | -0.34% | Trim | |
| 2.0% | $2.40B | +36.44% | -3.46% | Trim | |
| 1.7% | $2.05B | -4.61% | -1.75% | Trim | |
| 1.7% | $2.01B | +3.50% | +2.23% | Add | |
| 1.4% | $1.70B | -6.00% | +0.39% | Add | |
| 1.2% | $1.49B | -8.96% | -5.82% | Trim | |
| 1.1% | $1.27B | +2.33% | +0.43% | Add | |
| 1.0% | $1.22B | -4.53% | +1.72% | Add | |
| 1.0% | $1.18B | +2.33% | -2.66% | Trim | |
| 1.0% | $1.15B | +2.27% | +5.39% | Add | |
| 0.9% | $1.13B | +5.35% | -0.77% | Trim | |
| 0.9% | $1.12B | +3.50% | +12.07% | Add | |
| 0.9% | $1.09B | +6.64% | -3.22% | Trim | |
| 0.9% | $1.05B | +16.17% | -1.48% | Trim | |
| 0.9% | $1.02B | +0.91% | -7.77% | Trim | |
| 0.8% | $943.95M | -1.25% | +0.99% | Add | |
| 0.8% | $912.25M | +4.63% | -2.87% | Trim | |
| 0.8% | $905.83M | -18.33% | +2.74% | Add | |
| 0.7% | $844.88M | -4.96% | -1.61% | Trim | |
| 0.7% | $809.80M | +1.00% | +9.37% | Add | |
| 0.7% | $792.81M | -5.50% | -9.57% | Trim | |
| 0.6% | $777.07M | +0.19% | -2.78% | Trim | |
| 0.6% | $769.56M | -21.77% | +2.21% | Add | |
| 0.6% | $726.36M | -4.43% | +0.26% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.