Stifel Financial Top Holdings and 13F Report (2024)

→ The #1 Crypto That You Don’t Own… Yet (From Crypto 101 Media) (Ad)

About Stifel Financial

Stifel Financial NYSE: SF has filed 13-F forms with the SEC as an investor. Stifel Financial is itself a publicly traded company. For more information on Stifel Financial stock, visit the Stifel Financial stock profile here.

Investment Activity

Stifel Financial has $87.77 billion in total holdings as of March 31, 2024.
Stifel Financial owns shares of 3,336 different stocks, but just 288 companies or ETFs make up 80% of its holdings.
Approximately 5.64% of the portfolio was purchased this quarter.
About 2.74% of the portfolio was sold this quarter.
This quarter, Stifel Financial has purchased 3,310 new stocks and bought additional shares in 1,734 stocks.
Stifel Financial sold shares of 1,335 stocks and completely divested from 145 stocks this quarter.

Largest Holdings

Microsoft: $3,043,510,536
Apple: $1,939,010,652
NVIDIA: $1,735,037,738
Amazon.com: $1,447,177,892
Visa: $1,056,531,381

Largest New Holdings this Quarter

BlackRock U.S. Equity Factor Rotation ETF: $49,683,445 Holding
COOPER COS INC: $23,254,749 Holding
SPDR NYSE Technology ETF: $23,065,166 Holding
WisdomTree International Quality Dividend Growth Fund: $22,468,418 Holding
Foot Locker: $15,176,678 Holding

Largest Purchases this Quarter

Walmart: 8,566,192 shares (about $515.43M)
iShares Core S&P Mid-Cap ETF: 2,602,556 shares (about $158.08M)
Meta Platforms: 187,225 shares (about $90.91M)
iShares 1-3 Year Treasury Bond ETF: 977,541 shares (about $79.94M)
WEC Energy Group: 889,500 shares (about $73.05M)

Largest Sales this Quarter

NVIDIA: 101,619 shares (about $91.82M)
iShares 10-20 Year Treasury Bond ETF: 570,447 shares (about $59.91M)
iShares Russell 1000 Value ETF: 305,432 shares (about $54.71M)
iShares Core S&P 500 ETF: 95,087 shares (about $49.99M)
iShares Core MSCI Emerging Markets ETF: 916,383 shares (about $47.29M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$3,043,510,536	$17,502,287 ▲	0.6%	7,233,740	3.5%	Computer and Technology
AAPL Apple	$1,939,010,652	$37,898 ▼	0.0%	11,307,225	2.2%	Computer and Technology
NVDA NVIDIA	$1,735,037,738	$91,821,310 ▼	-5.0%	1,920,173	2.0%	Computer and Technology
AMZN Amazon.com	$1,447,177,892	$21,147,042 ▼	-1.4%	8,022,935	1.6%	Retail/Wholesale
V Visa	$1,056,531,381	$1,843,666 ▼	-0.2%	3,785,634	1.2%	Business Services
GOOGL Alphabet	$989,892,411	$6,582,819 ▼	-0.7%	6,558,612	1.1%	Computer and Technology
HD Home Depot	$968,036,677	$18,568,616 ▲	2.0%	2,523,391	1.1%	Retail/Wholesale
MRK Merck & Co., Inc.	$928,684,454	$31,752,478 ▲	3.5%	7,038,089	1.1%	Medical
PEP PepsiCo	$919,902,964	$23,554,694 ▲	2.6%	5,256,188	1.0%	Consumer Staples
JPM JPMorgan Chase & Co.	$862,176,074	$5,696,848 ▼	-0.7%	4,304,336	1.0%	Finance
UNH UnitedHealth Group	$851,992,896	$5,088,535 ▲	0.6%	1,722,057	1.0%	Medical
SPY SPDR S&P 500 ETF Trust	$807,024,210	$13,310,193 ▼	-1.6%	1,542,843	0.9%	Finance
WMT Walmart	$770,231,303	$515,430,676 ▲	202.3%	12,800,847	0.9%	Retail/Wholesale
LINDE PLC	$767,103,870	$8,988,243 ▼	-1.2%	1,652,028	0.9%	SHS
PG Procter & Gamble	$709,800,634	$12,699,384 ▲	1.8%	4,374,596	0.8%	Consumer Staples
JNJ Johnson & Johnson	$692,983,757	$11,520,722 ▲	1.7%	4,380,562	0.8%	Medical
IEFA iShares Core MSCI EAFE ETF	$688,106,202	$27,308,571 ▼	-3.8%	9,271,173	0.8%	ETF
AVGO Broadcom	$684,116,446	$34,734,105 ▼	-4.8%	516,050	0.8%	Computer and Technology
VOO Vanguard S&P 500 ETF	$680,465,017	$5,634,985 ▲	0.8%	1,415,516	0.8%	ETF
ACN Accenture	$651,887,683	$52,279,449 ▲	8.7%	1,880,631	0.7%	Business Services
IVW iShares S&P 500 Growth ETF	$615,294,189	$26,884,302 ▲	4.6%	7,286,705	0.7%	ETF
COST Costco Wholesale	$574,990,366	$18,733,142 ▼	-3.2%	784,655	0.7%	Retail/Wholesale
LLY Eli Lilly and Company	$566,389,743	$9,078,761 ▲	1.6%	727,985	0.6%	Medical
UNP Union Pacific	$564,893,342	$5,647,647 ▲	1.0%	2,296,923	0.6%	Transportation
META Meta Platforms	$560,807,650	$90,914,627 ▲	19.3%	1,154,899	0.6%	Computer and Technology
LMT Lockheed Martin	$555,987,716	$13,565,647 ▲	2.5%	1,222,172	0.6%	Aerospace
AGG iShares Core U.S. Aggregate Bond ETF	$550,692,526	$23,362,159 ▲	4.4%	5,622,744	0.6%	Finance
GOOG Alphabet	$539,524,837	$21,721,566 ▲	4.2%	3,543,444	0.6%	Computer and Technology
EMR Emerson Electric	$513,353,670	$195,878 ▼	0.0%	4,526,081	0.6%	Industrial Products
TXN Texas Instruments	$512,898,941	$26,348,766 ▲	5.4%	2,944,061	0.6%	Computer and Technology
WM Waste Management	$508,497,239	$8,500,692 ▼	-1.6%	2,385,615	0.6%	Business Services
KO Coca-Cola	$507,346,908	$8,149,007 ▲	1.6%	8,292,677	0.6%	Consumer Staples
IWF iShares Russell 1000 Growth ETF	$504,694,268	$21,942,027 ▲	4.5%	1,497,336	0.6%	ETF
MDT Medtronic	$488,738,575	$21,803,644 ▲	4.7%	5,607,943	0.6%	Medical
CSCO Cisco Systems	$486,676,315	$9,091,207 ▼	-1.8%	9,751,078	0.6%	Computer and Technology
ADP Automatic Data Processing	$474,570,251	$20,410,778 ▲	4.5%	1,900,185	0.5%	Business Services
CVX Chevron	$469,816,773	$31,347,514 ▲	7.1%	2,978,320	0.5%	Oils/Energy
ITW Illinois Tool Works	$467,014,613	$5,580,657 ▲	1.2%	1,740,387	0.5%	Industrial Products
CMI Cummins	$458,577,549	$2,659,817 ▼	-0.6%	1,556,340	0.5%	Auto/Tires/Trucks
CL Colgate-Palmolive	$457,465,908	$5,805,935 ▲	1.3%	5,080,087	0.5%	Consumer Staples
ETN Eaton	$455,140,766	$7,782,915 ▼	-1.7%	1,455,554	0.5%	Industrial Products
IVE iShares S&P 500 Value ETF	$452,926,198	$42,815,387 ▲	10.4%	2,424,527	0.5%	ETF
CHD Church & Dwight	$448,096,367	$76,043 ▼	0.0%	4,295,762	0.5%	Consumer Staples
ABBV AbbVie	$447,242,712	$26,044,022 ▲	6.2%	2,455,969	0.5%	Medical
GWW W.W. Grainger	$446,761,962	$10,037,400 ▼	-2.2%	439,133	0.5%	Industrial Products
TSCO Tractor Supply	$437,120,917	$21,114,387 ▲	5.1%	1,670,134	0.5%	Retail/Wholesale
ADBE Adobe	$420,778,733	$36,878,679 ▲	9.6%	833,886	0.5%	Computer and Technology
APH Amphenol	$419,789,167	$7,426,396 ▼	-1.7%	3,639,241	0.5%	Computer and Technology
IVV iShares Core S&P 500 ETF	$411,782,183	$49,991,551 ▼	-10.8%	783,235	0.5%	ETF
CRM Salesforce	$408,151,465	$1,664,925 ▼	-0.4%	1,355,173	0.5%	Computer and Technology
AMGN Amgen	$407,507,181	$21,313,191 ▲	5.5%	1,433,136	0.5%	Medical
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$405,819,428	$2,951,460 ▲	0.7%	4,420,694	0.5%	ETF
SBUX Starbucks	$404,993,512	$8,870,730 ▲	2.2%	4,431,415	0.5%	Retail/Wholesale
APD Air Products and Chemicals	$397,900,504	$32,391,338 ▲	8.9%	1,642,319	0.5%	Basic Materials
BRK.B Berkshire Hathaway	$396,837,134	$15,268,272 ▲	4.0%	943,680	0.5%	Finance
TMO Thermo Fisher Scientific	$382,311,606	$3,177,686 ▼	-0.8%	657,742	0.4%	Medical
VEA Vanguard FTSE Developed Markets ETF	$378,726,824	$6,564,866 ▼	-1.7%	7,548,846	0.4%	ETF
XOM Exxon Mobil	$368,217,512	$16,606,168 ▲	4.7%	3,167,734	0.4%	Oils/Energy
QQQ Invesco QQQ	$357,911,426	$17,276,859 ▲	5.1%	805,965	0.4%	Finance
IBM International Business Machines	$351,914,479	$12,340,442 ▼	-3.4%	1,842,808	0.4%	Computer and Technology
CLX Clorox	$346,962,236	$12,266,634 ▲	3.7%	2,266,056	0.4%	Consumer Staples
TJX TJX Companies	$345,859,478	$447,370 ▲	0.1%	3,410,119	0.4%	Retail/Wholesale
BHVN Biohaven	$340,577,764	$88,160 ▲	0.0%	6,227,423	0.4%	Medical
ITOT iShares Core S&P Total U.S. Stock Market ETF	$332,403,976	$8,041,372 ▼	-2.4%	2,882,947	0.4%	ETF
NKE NIKE	$331,718,742	$8,453,684 ▼	-2.5%	3,529,519	0.4%	Consumer Discretionary
MBB iShares MBS ETF	$328,277,801	$48,775,384 ▲	17.5%	3,552,022	0.4%	ETF
BR Broadridge Financial Solutions	$324,194,718	$10,324,037 ▲	3.3%	1,582,469	0.4%	Business Services
HON Honeywell International	$317,928,267	$182,278 ▼	-0.1%	1,548,843	0.4%	Multi-Sector Conglomerates
NOW ServiceNow	$316,823,375	$18,002,532 ▼	-5.4%	415,561	0.4%	Computer and Technology
GPC Genuine Parts	$315,663,710	$1,248,898 ▲	0.4%	2,037,449	0.4%	Auto/Tires/Trucks
MA Mastercard	$309,880,464	$25,392,893 ▲	8.9%	643,426	0.4%	Business Services
QCOM QUALCOMM	$306,213,157	$38,227,102 ▼	-11.1%	1,808,669	0.3%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$297,904,707	$54,706,156 ▼	-15.5%	1,663,243	0.3%	ETF
MCD McDonald's	$295,501,202	$18,636,319 ▲	6.7%	1,047,857	0.3%	Retail/Wholesale
NFLX Netflix	$285,290,166	$2,658,288 ▲	0.9%	469,744	0.3%	Consumer Discretionary
PANW Palo Alto Networks	$282,304,358	$11,749,943 ▲	4.3%	993,572	0.3%	Computer and Technology
TGT Target	$274,931,718	$5,621,853 ▲	2.1%	1,551,385	0.3%	Retail/Wholesale
NSC Norfolk Southern	$270,338,450	$10,035,795 ▲	3.9%	1,060,688	0.3%	Transportation
INTC Intel	$259,261,182	$194,216 ▼	-0.1%	5,869,600	0.3%	Computer and Technology
INTU Intuit	$257,560,421	$6,979,663 ▲	2.8%	396,212	0.3%	Computer and Technology
VZ Verizon Communications	$255,974,253	$28,712,623 ▲	12.6%	6,100,421	0.3%	Computer and Technology
ORCL Oracle	$247,061,157	$1,145,445 ▼	-0.5%	1,966,878	0.3%	Computer and Technology
CTAS Cintas	$245,179,868	$6,631,404 ▲	2.8%	356,859	0.3%	Industrial Products
VMBS Vanguard Mortgage-Backed Securities ETF	$240,869,505	$17,258,814 ▲	7.7%	5,281,057	0.3%	ETF
VUG Vanguard Growth ETF	$238,677,798	$508,103 ▼	-0.2%	693,340	0.3%	ETF
CAT Caterpillar	$235,588,816	$7,287,095 ▼	-3.0%	642,874	0.3%	Industrial Products
VB Vanguard Small-Cap ETF	$231,665,492	$7,582,414 ▲	3.4%	1,013,443	0.3%	ETF
PFE Pfizer	$231,447,644	$36,188,822 ▲	18.5%	8,340,336	0.3%	Medical
UPS United Parcel Service	$226,539,218	$21,566,266 ▲	10.5%	1,524,063	0.3%	Transportation
QUAL iShares MSCI USA Quality Factor ETF	$223,338,793	$5,391,463 ▲	2.5%	1,358,890	0.3%	ETF
ABT Abbott Laboratories	$218,773,595	$11,117,627 ▲	5.4%	1,924,733	0.2%	Medical
NVO Novo Nordisk A/S	$217,937,887	$9,269,174 ▲	4.4%	1,697,316	0.2%	Medical
ASML ASML	$216,351,338	$2,348,712 ▼	-1.1%	222,918	0.2%	Computer and Technology
SPGI S&P Global	$212,610,600	$10,112,360 ▲	5.0%	499,697	0.2%	Business Services
VTV Vanguard Value ETF	$211,866,983	$3,892,724 ▲	1.9%	1,300,900	0.2%	ETF
DHR Danaher	$211,440,353	$4,333,711 ▲	2.1%	846,696	0.2%	Multi-Sector Conglomerates
CB Chubb	$200,050,220	$8,537,449 ▼	-4.1%	771,970	0.2%	Finance
WMB Williams Companies	$195,932,295	$12,048,444 ▲	6.6%	5,027,768	0.2%	Oils/Energy
IJH iShares Core S&P Mid-Cap ETF	$194,536,830	$158,079,525 ▲	433.6%	3,202,774	0.2%	ETF
NEE NextEra Energy	$194,480,075	$10,245,632 ▲	5.6%	3,043,041	0.2%	Utilities

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data:

Get 30 Days of MarketBeat All Access Free

Best-in-Class Portfolio Monitoring
View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.
Stock Ideas and Recommendations
Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.
Advanced Stock Screeners and Research Tools
Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.

Start Your 30-Day Free Trial

Stifel Financial Top Holdings and 13F Report (2024)

About Stifel Financial

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Stifel Financial Top Holdings and 13F Report (2024)

About Stifel Financial

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofStifel Financial

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information