18 institutions reported holding $38.5M of Stifel Financial Corp (SF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($34.2M), Gradient Investments LLC ($1.8M), TT International Asset Management LTD ($764,268), GAMMA Investing LLC ($732,027), TRUST POINT INC. ($259,122). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Assenagon Asset Management S.A. | $34.2M | 490,762 | Added |
| 2 | Gradient Investments LLC | $1.8M | 26,347 | Added |
| 3 | TT International Asset Management LTD | $764,268 | 10,637 | Trimmed |
| 4 | GAMMA Investing LLC | $732,027 | 10,492 | Added |
| 5 | TRUST POINT INC. | $259,122 | 3,714 | Trimmed |
| 6 | Grant Private Wealth Management Inc | $214,543 | 3,075 | Hold |
| 7 | Versant Capital Management, Inc | $169,750 | 2,433 | Trimmed |
| 8 | Hilltop National Bank | $140,307 | 2,011 | Hold |
| 9 | MassMutual Private Wealth & Trust, FSB | $46,188 | 662 | Trimmed |
| 10 | Cedar Mountain Advisors, LLC | $23,512 | 337 | New |
| 11 | ELEVATION WEALTH PARTNERS, LLC | $16,536 | 237 | Added |
| 12 | Dogwood Wealth Management LLC | $10,117 | 145 | Trimmed |
| 13 | Retirement Wealth Solutions LLC | $6,539 | 94 | Trimmed |
| 14 | Arlington Trust Co LLC | $5,930 | 85 | Hold |
| 15 | CX Institutional | $1,000 | 14 | Hold |
| 16 | CoreCap Advisors, LLC | $279 | 4 | Trimmed |
| 17 | ATWOOD & PALMER INC | $0 | 0 | Exited |
| 18 | Polianta Ltd | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30