Stifel Financial Corp 13F Holdings
Stifel Financial Corp's holdings from its Form 13F-HR filing for the quarter ended June 30, 2026, compared with the previous quarter (March 31, 2026). 13F filings list the long U.S. equity positions held by institutional investment managers with over $100 million under management.
Quarter
Q2 2026
Reported 13F value
$120.2B
Largest holding
Nvidia Corporation
Biggest Buys (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| HONEYWELL AEROSPACE INC | New position | $205.8M | 0.17% |
| HONEYWELL INTL INC | New position | $201.5M | 0.17% |
| ISHARES TR (CORE S&P500 ETF) | +184,000 sh | $129.0M | 0.56% |
| ISHARES TR (S&P 500 GRWT ETF) | +880,200 sh | $110.3M | 0.93% |
| ACCENTURE PLC IRELAND (SHS CLASS A) | +617,900 sh | $99.7M | 0.29% |
| VANGUARD SCOTTSDALE FDS (VNG RUS2000IDX) | +789,800 sh | $87.5M | 0.23% |
| GE AEROSPACE (COM NEW) | +251,400 sh | $82.7M | 0.30% |
| ISHARES TR (RUS 1000 VAL ETF) | +356,100 sh | $81.2M | 0.37% |
| FERRARI N V | +226,800 sh | $80.6M | 0.08% |
| VANGUARD SCOTTSDALE FDS (MTG-BKD SECS ETF) | +1.52M sh | $71.5M | 0.40% |
Biggest Sells (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| HONEYWELL INTL INC | Sold out | -$404.0M | 0.00% |
| AIR PRODUCTS AND CHEMICALS I | -1.17M sh | -$342.6M | 0.11% |
| ISHARES TR (MSCI USA QLT FCT) | -1.18M sh | -$243.3M | 0.08% |
| EXXON MOBIL CORP | -1.08M sh | -$165.5M | 0.30% |
| CUMMINS INC | -247,500 sh | -$154.8M | 0.35% |
| MARVELL TECHNOLOGY INC | -609,100 sh | -$120.9M | 0.29% |
| DELL TECHNOLOGIES INC (CL C) | -324,600 sh | -$96.7M | 0.15% |
| META PLATFORMS INC (CL A) | -158,300 sh | -$89.9M | 0.58% |
| MICROSOFT CORP | -230,300 sh | -$85.6M | 2.00% |
| ISHARES TR (CORE S&P SCP ETF) | -624,700 sh | -$85.2M | 0.14% |
Top 50 Holdings
| Security | Value | % of portfolio | Change in shares |
|---|---|---|---|
| NVIDIA CORPORATION | $3.3B | 2.75% | -0.30% |
| APPLE INC | $3.2B | 2.65% | -0.34% |
| MICROSOFT CORP | $2.4B | 2.00% | -3.46% |
| ALPHABET INC (CAP STK CL A) | $2.1B | 1.71% | -1.75% |
| AMAZON COM INC | $2.0B | 1.67% | +2.23% |
| BROADCOM INC | $1.7B | 1.42% | +0.39% |
| CISCO SYS INC | $1.5B | 1.24% | -5.82% |
| JPMORGAN CHASE & CO | $1.3B | 1.05% | +0.43% |
| ALPHABET INC (CAP STK CL C) | $1.2B | 1.01% | +1.72% |
| STATE STR SPDR S&P 500 ETF T (TR UNIT) | $1.2B | 0.98% | -2.66% |
| VANGUARD INDEX FDS (S&P 500 ETF SHS) | $1.1B | 0.95% | +5.39% |
| JOHNSON & JOHNSON | $1.1B | 0.94% | -0.77% |
| ISHARES TR (S&P 500 GRWT ETF) | $1.1B | 0.93% | +12.07% |
| VISA INC (COM CL A) | $1.1B | 0.91% | -3.22% |
| MERCK & CO INC | $1.0B | 0.87% | -1.48% |
| ISHARES TR (CORE MSCI EAFE) | $1.0B | 0.85% | -7.77% |
| ELI LILLY & CO | $943.9M | 0.79% | +0.99% |
| ABBVIE INC | $912.2M | 0.76% | -2.87% |
| HOME DEPOT INC | $905.8M | 0.75% | +2.74% |
| PEPSICO INC | $844.9M | 0.70% | -1.61% |
| ISHARES TR (S&P 500 VAL ETF) | $809.8M | 0.67% | +9.37% |
| TEXAS INSTRS INC | $792.8M | 0.66% | -9.57% |
| INVESCO QQQ TR (UNIT SER 1) | $777.1M | 0.65% | -2.78% |
| INTERNATIONAL BUSINESS MACHS | $769.6M | 0.64% | +2.21% |
| ISHARES TR (CORE US AGGBD ET) | $726.4M | 0.60% | +0.26% |
| PALO ALTO NETWORKS INC | $719.0M | 0.60% | -2.66% |
| META PLATFORMS INC (CL A) | $693.8M | 0.58% | -11.39% |
| PROCTER & GAMBLE CO | $676.9M | 0.56% | +0.81% |
| ISHARES TR (CORE S&P500 ETF) | $676.4M | 0.56% | +25.59% |
| AMPHENOL CORP (CL A) | $663.6M | 0.55% | +1.50% |
| CORNING INC | $660.7M | 0.55% | -3.24% |
| COCA COLA CO | $658.1M | 0.55% | -2.96% |
| COSTCO WHOLESALE CORPORATION | $650.9M | 0.54% | -1.04% |
| CATERPILLAR INC | $629.5M | 0.52% | +2.37% |
| EATON CORP PLC | $606.7M | 0.50% | -1.38% |
| VANGUARD TAX-MANAGED FDS (VAN FTSE DEV MKT) | $597.2M | 0.50% | +3.74% |
| LOCKHEED MARTIN CORP | $594.5M | 0.49% | -2.54% |
| ISHARES TR (RUS 1000 GRW ETF) | $574.8M | 0.48% | -7.84% |
| UNION PAC CORP | $573.5M | 0.48% | -2.59% |
| AMGEN INC | $560.7M | 0.47% | -0.44% |
| TAIWAN SEMICONDUCTOR MANUFAC (SPONSORED ADS) | $559.5M | 0.47% | +6.19% |
| CHEVRON CORPORATION | $506.2M | 0.42% | -0.99% |
| APPLIED MATLS INC | $498.1M | 0.41% | -3.63% |
| SPDR SERIES TRUST (ST STR BLO 1 ETF) | $492.3M | 0.41% | +11.97% |
| VANGUARD SCOTTSDALE FDS (MTG-BKD SECS ETF) | $478.2M | 0.40% | +17.54% |
| ISHARES INC (CORE MSCI EMKT) | $475.4M | 0.40% | +15.89% |
| MEDTRONIC PLC | $474.4M | 0.39% | +5.30% |
| WW GRAINGER INC | $459.3M | 0.38% | -5.87% |
| TJX COS INC NEW | $450.6M | 0.37% | -0.99% |
| WASTE MGMT INC DEL | $448.9M | 0.37% | -5.80% |
Values are as reported in the filing, adjusted for stock splits. Ranked by market value; options and other non-equity positions may be included where the filing lists them.
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