STIFEL FINANCIAL CORP
Ticker: SFFinancialsBanks & BrokersThe business
Stifel Financial Corp. (NYSE: SF) operates as a diversified financial services firm providing wealth management, institutional services, and investment banking to private clients, institutional investors, and corporate clients across the United States, Europe, and Canada. The company maintains its website at www.stifel.com.
Founded in 1890 as a partnership and reorganized as a Delaware corporation in 1983, Stifel has grown into a premier investment bank and wealth management platform through both organic expansion and strategic acquisitions. The company operates over 9,000 associates globally, including more than 2,300 financial advisors positioned across 402 branch offices in 48 states and the District of Columbia, along with international offices in the United Kingdom, Europe, and Canada. Client assets under management total approximately $551.9 billion.
The company operates through three primary segments: Global Wealth Management, Institutional Group, and Other. Global Wealth Management encompasses private client services through the consolidated Stifel branch system, offering securities transactions, financial planning, asset management, and banking services through Stifel Bancorp subsidiaries. The Institutional Group provides research, equity and fixed income sales and trading, investment banking, and public finance services focused on targeted industries including real estate, financial services, healthcare, technology, and energy. The company also operates through subsidiary firms including Keefe, Bruyette & Woods, a specialized broker-dealer; Stifel Independent Advisors, an independent contractor network; and 1919 Investment Counsel, an asset management firm.
Stifel Bancorp provides retail and commercial banking services including mortgage lending, securities-based lending, venture banking, and treasury solutions. Recent acquisitions have expanded the platform, including Finance 500 and CB Resource in 2024, a portion of B. Riley Financial's wealth management business in 2025, and Bryan, Garnier & Co., a European investment bank, also in 2025.
The company's business model emphasizes client-centric service, entrepreneurial culture, and long-term relationship building. Stifel maintains a modest securities inventory designed to facilitate client order flow rather than generate proprietary trading profits, positioning the firm as a relationship-driven advisor across wealth management and institutional services.
- Sector
- Financials
- Industry
- Banks & Brokers
- HQ
- ST. LOUIS, MO
- FY end
- 12-31
- CIK
- 720672
- SIC
- 6211
Ownership
Who holds STIFEL FINANCIAL CORP — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30
Top fund holders
| Fund | % of fund | Value |
|---|---|---|
| iShares Core S&P Mid-Cap ETF IJH · iShares Trust | 0.29% | $366.27M |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VTI · VANGUARD INDEX FUNDS | 0.01% | $322.70M |
| VANGUARD SMALL-CAP INDEX FUND VB · VANGUARD INDEX FUNDS | 0.12% | $233.24M |
| Disciplined Value Mid Cap Fund JVMAX · John Hancock Funds III | 0.87% | $202.02M |
| SMALLCAP World Fund Inc SMCWX | 0.17% | $161.86M |
Bonds held by funds
Funds report holding 1 issues of STIFEL FINANCIAL CORP's debt, $173.50M at fund-held market value — what funds hold, not the company's debt outstanding. Weighted-average coupon 4.00%, maturing 2030–2030.
| Issue | Coupon | Matures | Funds | Fund-held |
|---|---|---|---|---|
| Stifel Financial Corp | 4.000% | 2030-05-15 | 48 | $173.50M |
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Go deeper in your own AI
15 years of statements, narrative and filings — queryable over MCP.
Professionals can also use the built-in AI chat (subscription + your own Anthropic key).
15 years of STIFEL FINANCIAL CORP's financials
Income statement, balance sheet and cash flow across 15 years, every filing with its disclosures, and each number traceable to the filing it came from — free with an account, no card required.
Sign in free