Managers / Q4 2023 · view latest →
STIFEL FINANCIAL CORP
CIK 0000720672 · ATTN: JAMES G. LASCHOBER, 501 N. BROADWAY, ST. LOUIS, MO, 63102-2102 · 314-342-2000
Reported Value
$79.5B
Q4 2023
Positions
8,601
Filings on Record
31
2019–present window
Filed
Feb 12, 2024
original filing
Summary
Stifel Financial Corp reported $79.5B in U.S.-listed holdings across 8,601 positions for Q4 2023.
Its largest position, MSFT, represents 1.9% of the portfolio.
Compared with Q3 2023, the fund opened 205 new positions and exited 170.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $108.8B | 8,981 | May 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $111.2B | 9,512 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $109.5B | 9,480 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $102.8B | 9,316 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $94.1B | 9,286 | May 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $96.0B | 9,210 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $95.4B | 9,139 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $88.9B | 9,165 | Aug 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $87.8B | 9,189 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $79.5B | 8,601 | Feb 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $71.1B | 8,425 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $73.1B | 8,533 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $69.8B | 8,614 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $66.62T | 8,373 | Feb 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $61.1B | 8,225 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $63.9B | 8,229 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $73.3B | 8,263 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $75.6B | 8,217 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $68.2B | 7,721 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $66.8B | 7,855 | Aug 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $60.7B | 7,634 | May 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $56.0B | 7,309 | Feb 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $48.6B | 7,049 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $43.5B | 7,039 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $36.2B | 7,060 | May 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $48.0B | 7,886 | Feb 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $39.2B | 7,548 | Nov 19, 2019 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2019 | $38.8B | 7,210 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $35.4B | 7,415 | May 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $30.9B | 6,856 | Feb 13, 2019 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 7 additional managers.
- STIFEL NICOLAUS & CO INC \MO\028-06972
- EquityCompass Investment Management028-13156
- Stifel Independent Advisors, LLC028-13699
- 1919 Investment Counsel, LLC028-11345
- Stifel Trust Company, N.A.028-06397
- Stifel Trust Co Delaware, N.A.028-16086
- Washington Crossing Advisers LLC028-19513
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.