SF — Stifel Finl Corp Institutional Holders · Q3 2026
Who owns Stifel Finl Corp (SF)? 19 institutions reported holding $18.54M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Argent Capital Management LLC ($14.0M), Gradient Investments LLC ($1.9M), Bank of New Hampshire ($1.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ARGENT CAPITAL MANAGEMENT LLC | $14.0M | 199,915 | New |
| 2 | Gradient Investments LLC | $1.9M | 26,522 | Added |
| 3 | Bank of New Hampshire | $1.0M | 14,512 | Trimmed |
| 4 | GAMMA Investing LLC | $890,419 | 12,713 | Added |
| 5 | WINEBRENNER CAPITAL MANAGEMENT LLC | $214,322 | 3,060 | Hold |
| 6 | Farther Finance Advisors, LLC | $156,178 | 2,230 | Trimmed |
| 7 | Versant Capital Management, Inc | $155,769 | 2,224 | Trimmed |
| 8 | Acropolis Investment Management, LLC | $149,676 | 2,137 | Hold |
| 9 | MassMutual Private Wealth & Trust, FSB | $46,366 | 662 | Hold |
| 10 | ELEVATION WEALTH PARTNERS, LLC | $32,009 | 457 | Added |
| 11 | GoalVest Advisory LLC | $6,934 | 99 | New |
| 12 | Retirement Wealth Solutions LLC | $6,582 | 94 | Hold |
| 13 | AMERICAN NATIONAL BANK & TRUST | $5,743 | 82 | Hold |
| 14 | CX Institutional | $2,000 | 33 | Added |
| 15 | Wealth Enhancement Trust Services, Inc. | $630 | 9 | Trimmed |
| 16 | Marquette Asset Management, LLC | $561 | 8 | New |
| 17 | Trust Co | $420 | 6 | Hold |
| 18 | CoreCap Advisors, LLC | $210 | 3 | Trimmed |
| 19 | Planning Strategies Inc. | $210 | 3 | New |
Source: SEC Form 13F filings · as of 2026-09-30