Stifel Financial Corp.
US ˙ NYSE ˙ US8606301021

SecuritySF / Stifel Financial Corp.
InstitutionMorgan Stanley
Latest Disclosed Ownership1,974,628 shares
Latest Disclosed Value $ 145,964,690
Morgan Stanley reports 40.52% increase in ownership of SF / Stifel Financial Corp.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 1,974,628 shares of Stifel Financial Corp. (US:SF) valued at $145,964,502 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 1,405,203 shares of Stifel Financial Corp.. This represents a change in shares of 40.52% during the quarter. The current value of the position is $141,027,932 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)
2026-05-15 2026-03-31 13F STIFEL FINL COM 860630102 1,974,628 569,425 40.52 145,965 -17.05 0.0088
2026-05-27 2025-12-31 13F/A-1 STIFEL FINL COM 860630102 1,405,203 -845 -0.06 175,960 10.29 0.0105
2026-02-13 2025-12-31 13F STIFEL FINL COM 860630102 1,405,203 -845 175,960
2026-05-27 2025-09-30 13F/A-1 STIFEL FINL COM 860630102 1,406,048 -122,862 -8.04 159,544 0.55 0.0097
2025-11-14 2025-09-30 13F STIFEL FINL COM 860630102 1,406,048 -122,862 159,544 0.0097
2025-08-15 2025-06-30 13F STIFEL FINL COM 860630102 1,528,910 -480,225 -23.90 158,671 -16.22 0.0103
2025-05-15 2025-03-31 13F STIFEL FINL COM 860630102 2,009,135 -555,051 -21.65 189,381 -30.38 0.0135
2025-05-15 2024-12-31 13F/A-1 STIFEL FINL COM 860630102 2,564,186 184,078 7.73 272,009 21.71 0.0191
2025-02-14 2024-12-31 13F STIFEL FINL COM 860630102 2,564,186 184,078 272,009 0.0191
2025-05-14 2024-09-30 13F/A-2 STIFEL FINL COM 860630102 2,380,108 -5,768 -0.24 223,492 11.32 0.0162
2025-02-14 2024-09-30 13F/A-1 STIFEL FINL COM 860630102 2,380,108 -5,768 223,492 0.0162
2024-11-14 2024-09-30 13F STIFEL FINL COM 860630102 2,380,108 -5,768 223,492 0.0019
2025-05-14 2024-06-30 13F/A-2 STIFEL FINL COM 860630102 2,385,876 -170,099 -6.65 200,772 0.49 0.0155
2024-10-17 2024-06-30 13F/A-1 STIFEL FINL COM 860630102 2,385,876 -170,099 200,772 0.0155
2024-08-14 2024-06-30 13F STIFEL FINL COM 860630102 2,385,876 -170,099 200,772 0.0155
2024-10-17 2024-03-31 13F/A-2 STIFEL FINL COM 860630102 2,555,975 788 0.03 199,801 13.08 0.0160
2024-08-16 2024-03-31 13F/A-1 STIFEL FINL COM 860630102 2,555,975 788 199,801 0.0019
2024-05-15 2024-03-31 13F STIFEL FINL COM 860630102 2,555,975 788 199,801 0.0160
2024-08-16 2023-12-31 13F/A-1 STIFEL FINL COM 860630102 2,555,187 -480,086 -15.82 176,691 -5.25 0.0156
2024-02-13 2023-12-31 13F STIFEL FINL COM 860630102 2,555,187 -480,086 176,691 0.0156
2023-11-15 2023-09-30 13F STIFEL FINL COM 860630102 3,035,273 530,520 21.18 186,487 24.78 0.0190
2023-08-14 2023-06-30 13F STIFEL FINL COM 860630102 2,504,753 -716,773 -22.25 149,459 -21.49 0.0147
2023-05-15 2023-03-31 13F STIFEL FINL COM 860630102 3,221,526 101,378 3.25 190,360 4.52 0.0204
2023-02-14 2022-12-31 13F STIFEL FINL COM 860630102 3,120,148 2,522,805 422.34 182,123 487.32 0.0207
2022-11-14 2022-09-30 13F STIFEL FINL COM 860630102 597,343 -52,275 -8.05 31,009 -14.79 0.0042
2022-10-27 2022-06-30 13F/A-1 STIFEL FINL COM 860630102 649,618 494,586 319.02 36,392 245.70 0.0047
2022-08-15 2022-06-30 13F STIFEL FINL COM 860630102 649,618 494,586 36,392 0.0010
2022-10-27 2022-03-31 13F/A-1 STIFEL FINL COM 860630102 155,032 -38,960 -20.08 10,527 -22.94 0.0014
2022-05-13 2022-03-31 13F STIFEL FINL COM 860630102 155,032 -38,960 10,527 0.0014
2022-02-14 2021-12-31 13F STIFEL FINL COM 860630102 193,992 -12,703 -6.15 13,660 -2.76 0.0017
2021-11-15 2021-09-30 13F STIFEL FINL COM 860630102 206,695 -7,716 -3.60 14,047 1.01 0.0019
2021-08-23 2021-06-30 13F/A-1 STIFEL FINL COM 860630102 214,411 82,775 62.88 13,906 64.90 0.0018
2021-08-16 2021-06-30 13F STIFEL FINL COM 860630102 214,411 82,775 13,906 0.0004
2021-05-17 2021-03-31 13F STIFEL FINL COM 860630102 131,636 -120,872 -47.87 8,433 -33.82 0.0012
2021-02-16 2020-12-31 13F STIFEL FINL COM 860630102 252,508 196,347 349.61 12,742 348.82 0.0020
2020-11-13 2020-09-30 13F STIFEL FINL COM 860630102 56,161 -170,842 -75.26 2,839 -73.63 0.0005
2020-08-14 2020-06-30 13F STIFEL FINL COM 860630102 227,003 108,931 92.26 10,766 120.89 0.0024
2020-05-26 2020-03-31 13F/A-1 STIFEL FINL COM 860630102 118,072 -138,546 -53.99 4,874 -68.68 0.0013
2020-05-15 2020-03-31 13F STIFEL FINL COM 860630102 118,072 -138,546 4,874 374.4248
2020-02-14 2019-12-31 13F STIFEL FINL COM 860630102 256,618 159,130 163.23 15,564 178.23 0.0036
2019-11-14 2019-09-30 13F STIFEL FINL COM 860630102 97,488 56,515 137.93 5,594 131.16 0.0015
2019-08-14 2019-06-30 13F STIFEL FINL COM 860630102 40,973 16,498 67.41 2,420 87.31 0.0006
2019-05-15 2019-03-31 13F STIFEL FINL COM 860630102 24,475 -114,665 -82.41 1,292 -77.58 0.0004
2019-02-14 2018-12-31 13F STIFEL FINL COM 860630102 139,140 -58,394 -29.56 5,763 -43.09 0.0017
2019-04-23 2018-09-30 13F/A-2 STIFEL FINL COM 860630102 197,534 -42,939 -17.86 10,126 -19.41 0.0025
2018-11-20 2018-09-30 13F/A-1 STIFEL FINL COM 860630102 197,534 0 10,126 0.0025
2018-11-14 2018-09-30 13F STIFEL FINL COM 860630102 197,534 -42,939 10,126
2019-04-23 2018-06-30 13F/A-1 STIFEL FINL COM 860630102 240,473 -64,909 -21.26 12,565 -30.53 0.0034
2018-08-14 2018-06-30 13F STIFEL FINL COM 860630102 240,473 -64,909 12,565
2019-04-23 2018-03-31 13F/A-1 STIFEL FINL COM 860630102 305,382 20,780 7.30 18,088 6.71 0.0050
2018-05-14 2018-03-31 13F STIFEL FINL COM 860630102 305,382 20,780 18,088
2019-04-23 2017-12-31 13F/A-1 STIFEL FINL COM 860630102 284,602 33,205 13.21 16,951 26.12 0.0046
2018-02-14 2017-12-31 13F STIFEL FINL COM 860630102 284,602 33,205 16,951
2017-11-14 2017-09-30 13F STIFEL FINL COM 860630102 251,397 41,011 19.49 13,440 38.91 0.0040
2017-08-11 2017-06-30 13F STIFEL FINL COM 860630102 210,386 -63,885 -23.29 9,675 -29.72 0.0029
2017-05-22 2017-03-31 13F/A-1 STIFEL FINL COM 860630102 274,271 -18,691 -6.38 13,766 -5.93 0.0042
2017-05-12 2017-03-31 13F STIFEL FINL COM 860630102 274,271 13,766
2017-02-22 2016-12-31 13F/A-1 STIFEL FINL COM 860630102 292,962 190,882 186.99 14,634 272.84 0.0048
2017-02-13 2016-12-31 13F STIFEL FINL COM 860630102 292,962 14,634
2016-11-10 2016-09-30 13F STIFEL FINL COM 860630102 102,080 44,671 77.81 3,925 117.45 0.0013
2016-08-12 2016-06-30 13F STIFEL FINL COM 860630102 57,409 -164,328 -74.11 1,805 -72.50 0.0007
2016-05-12 2016-03-31 13F STIFEL FINL COM 860630102 221,737 93,335 72.69 6,563 20.67 0.0025
2016-02-09 2015-12-31 13F STIFEL FINL COM 860630102 128,402 -47,955 -27.19 5,439 -26.75 0.0020
2016-02-08 2015-09-30 13F/A-1 STIFEL FINL COM 860630102 176,357 74,740 73.55 7,425 26.53 0.0027
2015-11-09 2015-09-30 13F STIFEL FINL COM 860630102 176,357 7,425
2015-08-12 2015-06-30 13F STIFEL FINL COM 860630102 101,617 54,107 113.89 5,868 121.52 0.0020
2015-05-14 2015-03-31 13F STIFEL FINL COM 860630102 47,510 31,789 202.21 2,649 230.30 0.0010
2015-02-13 2014-12-31 13F STIFEL FINL COM 860630102 15,721 -23,555 -59.97 802 -56.44 0.0003
2014-12-16 2014-09-30 13F/A-1 STIFEL FINL COM 860630102 39,276 -68,290 -63.49 1,841 -65.61 0.0007
2014-11-14 2014-09-30 13F STIFEL FINL COM 860630102 39,276 1,841
2014-05-13 2014-03-31 13F STIFEL FINL COM 860630102 107,566 74,665 226.94 5,353 239.66 0.0022
2014-02-13 2013-12-31 13F STIFEL FINL COM 860630102 32,901 7,068 27.36 1,576 47.98 0.0007
2013-11-13 2013-09-30 13F STIFEL FINANCIAL CORP COM S COM 860630102 25,833 4,390 20.47 1,065 39.22 0.0005
2013-08-08 2013-06-30 13F STIFEL FINANCIAL CORP COM S COM 860630102 21,443 21,443 765 0.0004
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.