Stifel Financial Corp.
US ˙ NYSE ˙ US8606301021

SecuritySF / Stifel Financial Corp.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership2,616,616 shares
Latest Disclosed Value $ 193,402,622
Dimensional Fund Advisors Lp reports 51.62% increase in ownership of SF / Stifel Financial Corp.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 2,616,616 shares of Stifel Financial Corp. (US:SF) valued at $193,420,255 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,725,806 shares of Stifel Financial Corp.. This represents a change in shares of 51.62% during the quarter. The current value of the position is $181,514,652 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F STIFEL FINL COM 860630102 2,616,616 890,810 51.62 193,403 -10.51 0.0087
2026-02-12 2025-12-31 13F STIFEL FINL COM 860630102 1,725,806 99,485 6.12 216,117 17.11 0.0453
2025-11-12 2025-09-30 13F STIFEL FINL COM 860630102 1,626,321 -65,284 -3.86 184,548 5.12 0.0396
2025-08-12 2025-06-30 13F STIFEL FINL COM 860630102 1,691,605 175,524 11.58 175,557 22.86 0.0406
2025-05-13 2025-03-31 13F STIFEL FINL COM 860630102 1,516,081 -130,352 -7.92 142,895 -18.18 0.0355
2025-02-13 2024-12-31 13F STIFEL FINL COM 860630102 1,646,433 -324,180 -16.45 174,656 -5.61 0.0419
2024-11-07 2024-09-30 13F STIFEL FINL COM 860630102 1,970,613 -37,125 -1.85 185,039 9.53 0.0449
2024-08-09 2024-06-30 13F STIFEL FINL COM 860630102 2,007,738 7,113 0.36 168,932 8.02 0.0441
2024-05-10 2024-03-31 13F STIFEL FINL COM 860630102 2,000,625 -78,760 -3.79 156,389 8.76 0.0423
2024-02-07 2023-12-31 13F STIFEL FINL COM 860630102 2,079,385 -35,392 -1.67 143,795 10.67 0.0420
2023-11-09 2023-09-30 13F STIFEL FINL COM 860630102 2,114,777 143,332 7.27 129,931 10.45 0.0426
2023-08-09 2023-06-30 13F STIFEL FINL COM 860630102 1,971,445 -50,714 -2.51 117,637 -1.55 0.0375
2023-05-12 2023-03-31 13F STIFEL FINL COM 860630102 2,022,159 -202,509 -9.10 119,486 92,524.03 0.0402
2023-02-09 2022-12-31 13F STIFEL FINL COM 860630102 2,224,668 -1,352 -0.06 130 -99.89 0.0384
2022-11-10 2022-09-30 13F STIFEL FINL COM 860630102 2,226,020 34,699 1.58 115,555 -5.87 0.0444
2022-08-12 2022-06-30 13F STIFEL FINL COM 860630102 2,191,321 -39,096 -1.75 122,760 -18.95 0.0440
2022-05-13 2022-03-31 13F STIFEL FINL COM 860630102 2,230,417 -97,749 -4.20 151,454 -7.62 0.0467
2022-02-09 2021-12-31 13F STIFEL FINL COM 860630102 2,328,166 -263,910 -10.18 163,949 -6.93 0.0496
2021-11-12 2021-09-30 13F STIFEL FINL COM 860630102 2,592,076 -447,188 -14.71 176,165 -10.63 0.0567
2021-08-12 2021-06-30 13F STIFEL FINL COM 860630102 3,039,264 -519,720 -14.60 197,124 -13.54 0.0624
2021-05-14 2021-03-31 13F STIFEL FINL COM 860630102 3,558,984 -561,753 -13.63 227,990 9.65 0.0754
2021-03-08 2020-12-31 13F/A-2 STIFEL FINL COM 860630102 4,120,737 1,197,435 40.96 207,933 40.69 0.0751
2021-02-11 2020-12-31 13F STIFEL FINL COM 860630102 4,120,737 1,197,435 207,933 75,094.3474
2020-11-12 2020-09-30 13F STIFEL FINL COM 860630102 2,923,302 -4,745 -0.16 147,798 6.43 0.0627
2020-08-13 2020-06-30 13F STIFEL FINL COM 860630102 2,928,047 56,990 1.98 138,872 17.17 0.0610
2020-05-14 2020-03-31 13F STIFEL FINL COM 860630102 2,871,057 -74,927 -2.54 118,519 -33.67 0.0617
2020-02-14 2019-12-31 13F STIFEL FINL COM 860630102 2,945,984 -121,215 -3.95 178,677 1.52 0.0651
2019-11-12 2019-09-30 13F STIFEL FINL COM 860630102 3,067,199 -40,486 -1.30 175,995 -4.11 0.0684
2019-08-13 2019-06-30 13F STIFEL FINL COM 860630102 3,107,685 -55,826 -1.76 183,533 9.96 0.0713
2019-08-12 2019-03-31 13F/A-2 STIFEL FINL COM 860630102 3,163,511 260,956 8.99 166,907 38.83 0.0665
2019-05-10 2019-03-31 13F STIFEL FINL COM 860630102 3,163,511 260,956 166,907
2019-02-26 2018-12-31 13F/A-1 STIFEL FINL COM 860630102 2,902,555 187,187 6.89 120,224 -13.63 0.0545
2019-02-13 2018-12-31 13F STIFEL FINL COM 860630102 2,902,555 187,187 120,224
2018-11-13 2018-09-30 13F STIFEL FINL COM 860630102 2,715,368 133,239 5.16 139,192 3.17 0.0530
2018-08-10 2018-06-30 13F STIFEL FINL COM 860630102 2,582,129 -267,815 -9.40 134,919 -20.07 0.0538
2018-05-11 2018-03-31 13F STIFEL FINL COM 860630102 2,849,944 -183,868 -6.06 168,802 -6.58 0.0704
2018-02-12 2017-12-31 13F STIFEL FINL COM 860630102 3,033,812 -27,996 -0.91 180,696 10.39 0.0749
2017-11-13 2017-09-30 13F STIFEL FINL COM 860630102 3,061,808 257,689 9.19 163,684 26.95 0.0715
2017-08-11 2017-06-30 13F STIFEL FINL COM 860630102 2,804,119 519,247 22.73 128,934 12.43 0.0595
2017-05-12 2017-03-31 13F STIFEL FINL COM 860630102 2,284,872 131,440 6.10 114,676 6.61 0.0548
2017-02-09 2016-12-31 13F STIFEL FINL COM 860630102 2,153,432 324,120 17.72 107,565 52.94 0.0537
2016-11-10 2016-09-30 13F STIFEL FINL COM 860630102 1,829,312 297,566 19.43 70,331 46.00 0.0380
2016-08-09 2016-06-30 13F STIFEL FINL COM 860630102 1,531,746 105,261 7.38 48,172 14.08 0.0277
2016-05-13 2016-03-31 13F STIFEL FINL COM 860630102 1,426,485 105,556 7.99 42,225 -24.54 0.0253
2016-02-10 2015-12-31 13F STIFEL FINL COM 860630102 1,320,929 307,217 30.31 55,958 31.12 0.0349
2015-11-13 2015-09-30 13F STIFEL FINL COM 860630102 1,013,712 88,482 9.56 42,678 -20.11 0.0280
2015-08-14 2015-06-30 13F STIFEL FINL COM 860630102 925,230 -91,173 -8.97 53,423 -5.72 0.0327
2015-05-14 2015-03-31 13F STIFEL FINL COM 860630102 1,016,403 2,254 0.22 56,664 9.51 0.0358
2015-02-06 2014-12-31 13F STIFEL FINL COM 860630102 1,014,149 24,481 2.47 51,743 11.49 0.0340
2014-11-13 2014-09-30 13F STIFEL FINL COM 860630102 989,668 -13,820 -1.38 46,409 -2.33 0.0329
2014-08-08 2014-06-30 13F STIFEL FINL COM 860630102 1,003,488 -13,949 -1.37 47,515 -6.14 0.0330
2014-05-14 2014-03-31 13F STIFEL FINL COM 860630102 1,017,437 -21,666 -2.09 50,625 1.67 0.0378
2014-02-12 2013-12-31 13F STIFEL FINL COM 860630102 1,039,103 69,434 7.16 49,793 24.58 0.0388
2013-11-13 2013-09-30 13F STIFEL FINL COM 860630102 969,669 12,729 1.33 39,970 17.10 0.0346
2013-08-15 2013-06-30 13F STIFEL FINL COM 860630102 956,940 956,940 34,134 0.0321
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.