Stifel Financial Corp.
Stifel Financial Corp. is a diversified financial services holding company headquartered in St. Louis, Missouri, founded in 1983, with roots dating back to 1890 through its principle subsidiary Stifel, Nicolaus & Company. Stifel provides wealth management, investment banking, trading, investment advisory, and banking services to individual investors, professional money managers, corporations, and municipalities across North America and Europe. The firm has approximately 7,500 employees in over 400 locations globally and is publicly listed on the NYSE under 'SF'.
Investment Strategy
Stifel employs a diversified and balanced approach across wealth management, institutional brokerage, and investment banking. It focuses on private client services, including customized wealth management and financial planning, alongside institutional sales, trading, capital raising, and research. The firm emphasizes a synergistic model, leveraging both brokerage and advisory fee-based structures to serve individual and institutional clients. Its investment philosophy centers on delivering comprehensive financial solutions across equities, fixed income, M&A, public offerings, and trust services, underpinned by disciplined risk management and an entrepreneurial culture.
Latest 13F Filing Activity
Stifel Financial Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 3,389 equity positions with a total 13F market value of $103B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Broadcom Inc. among other positions. Stifel Financial Corp. reduced exposure to Unitedhealth Group Inc., Apple Inc., Invesco Exchange Traded FD T among others.
Top Holdings
Equity Positions (3,389)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 3.47% | $3.56B | 7,162,674 | $106.10 | $497.41 | +$873.6M |
N NVDA | NVIDIA CORPORATION | 2.79% | $2.87B | 18,173,525 | $9.96 | $157.99 | +$907.2M |
A AAPL | APPLE INC | 2.28% | $2.34B | 11,419,668 | $52.64 | $205.17 | -$216.8M |
A AMZN | AMAZON COM INC | 1.80% | $1.85B | 8,450,839 | $89.97 | $219.39 | +$272.9M |
A AVGO | BROADCOM INC | 1.32% | $1.36B | 4,926,014 | $39.50 | $275.65 | +$548.2M |