undamentalytics Newsletter

Stifel Financial Corp: which funds bought and sold

Institutions that bought and sold Stifel Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 240 institutions that filed 13F reports for both quarters added to or opened positions in Stifel Financial, and 350 cut or closed them. Together they sold a net 318K shares, −0.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.1M shares (−4.2%); index fund managers were net buyers of 632K shares (+1.6%). 51 opened a new position and 92 sold out entirely.

Bought, Q2 2026 240 institutions, 51 of them new holders Sold, Q2 2026 350 institutions, 92 of them sold out
Net change, all compared −318K shares (−0.2%)
Net change, active managers −2.1M shares (−4.2%), 30 bought, 45 sold

Buyers versus sellers

institutions compared, 674
Active managers and hedge funds 30 bought · 45 sold · −2.1M
Index fund managers 7 bought · 4 sold · +632K
Other institutions 203 bought · 301 sold · +1.2M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Millennium Management LLC Hedge fund +1.5M +364.5% 2.0M $138M
Two Sigma Investments, LP Hedge fund +861K +235.0% 1.2M $85.6M
Assenagon Asset Management S.A. +855K +674.4% 982K $68.5M
Goldman Sachs Group Inc +559K +50.2% 1.7M $117M
Squarepoint Ops LLC Hedge fund +514K +716.1% 586K $40.9M
Algebris (UK) Ltd +403K +66.7% 1.0M $70.1M
FMR LLC Active manager +399K +4.9% 8.5M $595M
Arrowstreet Capital, Limited Partnership Hedge fund +385K +1699.7% 407K $28.4M
Mackenzie Financial Corp +335K +1710.7% 355K $24.8M
First Trust Advisors LP +335K +292.4% 450K $31.4M
Morgan Stanley +316K +16.0% 2.3M $160M
Blackrock, Inc. Index funds +293K +2.0% 14.8M $1B
Citadel Advisors LLC Hedge fund +286K +93.8% 591K $41.3M
Dimensional Fund Advisors LP +286K +10.9% 2.9M $202M
Renaissance Technologies LLC Hedge fund +274K +271.8% 375K $26.2M
Qube Research & Technologies Ltd Hedge fund +259K +20.5% 1.5M $106M
UBS Group AG +248K +31.5% 1.0M $72M
HRT Financial LP +228K +145.7% 384K $26.8M
Jacobs Levy Equity Management, Inc Active manager +224K +16.4% 1.6M $111M
State Street Corp Index funds +223K +4.8% 4.9M $340M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
AQR Capital Management LLC Hedge fund −2.5M −29.1% 6.0M $419M
Marshall Wace, LLP Hedge fund −1.3M −99.0% 13K $915,662
Wellington Management Group LLP Active manager −1.1M −30.6% 2.6M $179M
Point72 Asset Management, L.P. Hedge fund −726K Sold out 0 —
Fiera Capital Corp −526K −42.9% 699K $48.8M
Jane Street Group, LLC −425K −98.3% 7,140 $498,158
Woodline Partners LP Hedge fund −363K Sold out 0 —
Amundi −338K −68.7% 154K $10.7M
Engineers Gate Manager LP Hedge fund −282K −80.9% 67K $4.6M
Jain Global LLC Hedge fund −250K Sold out 0 —
Ieq Capital, LLC −230K −73.9% 81K $5.7M
Victory Capital Management Inc Active manager −204K −23.5% 665K $46.4M
Brevan Howard Capital Management LP Hedge fund −202K −91.2% 19K $1.4M
Barclays PLC −182K −37.3% 306K $21.3M
Voya Investment Management LLC −178K −78.6% 48K $3.4M
Deutsche Bank Ag\ −163K −87.9% 22K $1.6M
Price T Rowe Associates Inc Active manager −160K −31.6% 346K $24.2M
SG Americas Securities, LLC −145K −48.9% 152K $10.6M
Picton Mahoney Asset Management −140K Sold out 0 —
Axiom Investors LLC Active manager −140K −72.2% 54K $3.7M

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Point72 Asset Management, L.P.Hedge fund 726K $53.7M
Woodline Partners LPHedge fund 363K $26.8M
Jain Global LLCHedge fund 250K $18.5M
Picton Mahoney Asset Management 140K $10.4M
Bw Gestao De Investimentos Ltda. 125K $9.2M
Philadelphia Financial Management Of San Francisco, LLC 113K $8.4M
Boothbay Fund Management, LLCHedge fund 83K $6.1M
Balyasny Asset Management L.P.Hedge fund 66K $4.9M
Covenant Asset Management, LLC 60K $4.4M
North Reef Capital Management LPHedge fund 57K $4.2M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
591
Ten largest holders
45.3%
of 13F-reported shares
Index fund managers
29.3%
of 13F-reported shares
Active managers and hedge funds
35.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 30 45 1 10 −2.1M −4.2%
Index fund managers 7 4 0 0 +632K +1.6%
Other institutions 203 301 50 82 +1.2M +2.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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