Stifel Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:SF Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
22 Nov 24	SellUS$1,495,130	Thomas Weisel	Individual	13,000	US$115.01
18 Nov 24	SellUS$1,195,110	Victor Nesi	Individual	10,500	US$113.82
12 Nov 24	SellUS$2,904,500	David Sliney	Individual	25,000	US$116.18
02 May 24	SellUS$1,038,700	David Peacock	Individual	13,000	US$79.90
15 Mar 24	SellUS$1,552,978	David Sliney	Individual	20,795	US$74.83
11 Mar 24	SellUS$1,887,763	Thomas Michaud	Individual	25,421	US$74.26

Insider Trading Volume

Insider Buying: SF insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of SF?
Owner Type	Number of Shares	Ownership Percentage
State or Government	86,725	0.0847%
Individual Insiders	3,211,932	3.14%
General Public	9,840,376	9.61%
Institutions	89,213,498	87.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 65.45% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.1%	The Vanguard Group, Inc.	10,381,779	US$1.1b	-0.08%	0.02%
9.1%	BlackRock, Inc.	9,310,520	US$998.8m	0.66%	0.02%
7.75%	FMR LLC	7,933,938	US$851.2m	18.8%	0.05%
3.39%	Capital Research and Management Company	3,473,091	US$372.6m	0.06%	0.02%
3.05%	State Street Global Advisors, Inc.	3,122,342	US$335.0m	1.01%	0.01%
2.91%	AllianceBernstein L.P.	2,973,612	US$319.0m	-2.79%	0.09%
2.9%	EARNEST Partners, LLC	2,972,595	US$318.9m	0.63%	1.37%
2.23%	Stifel Asset Management Corp.	2,279,267	US$244.5m	1.51%	0.25%
2.05%	Eaton Vance Management	2,096,676	US$224.9m	-1.69%	0.05%
1.93%	Dimensional Fund Advisors LP	1,970,613	US$211.4m	-1.85%	0.03%
1.91%	Wellington Management Group LLP	1,958,709	US$210.1m	78.4%	0.03%
1.73%	Fuller & Thaler Asset Management, Inc.	1,765,658	US$189.4m	-0.28%	0.75%
1.66%	Geode Capital Management, LLC	1,696,605	US$182.0m	1.2%	0.01%
1.47%	LSV Asset Management	1,499,770	US$160.9m	-14%	0.31%
1.45%	Macquarie Investment Management Business Trust	1,481,470	US$158.9m	-11.6%	0.18%
1.43%	Fisher Asset Management, LLC	1,464,421	US$157.1m	4.65%	0.06%
1.22%	GW&K Investment Management, LLC	1,247,465	US$133.8m	-2.93%	1.09%
1.22%	Charles Schwab Investment Management, Inc.	1,247,016	US$133.8m	0.14%	0.02%
1.2%	Norges Bank Investment Management	1,224,629	US$131.4m	0%	0.01%
1.16%	Ronald Kruszewski	1,191,516	US$127.8m	-10.8%	no data
1.16%	Silvercrest Asset Management Group LLC	1,182,523	US$126.9m	-1.9%	0.86%
1.15%	Millennium Management LLC	1,179,270	US$126.5m	113%	0.1%
1.11%	James Zemlyak	1,139,556	US$122.3m	-7.14%	no data
1.1%	T. Rowe Price Group, Inc.	1,128,133	US$121.0m	-3.54%	0.01%
1.05%	Channing Capital Management, LLC	1,072,589	US$115.1m	-6.19%	2.93%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/26 23:12
End of Day Share Price	2024/12/26 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Stifel Financial Corp. is covered by 20 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Michael Davitt	BofA Global Research
Caydee Blankenship	CFRA Equity Research
Christopher Allen	Citigroup Inc