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SF Q2 2025 13F Summary: $102.8B Across 9,316 Holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
13F-HR

Rhea-AI Filing Summary

Stifel Financial Corp filed a Form 13F reporting its institutional equity holdings for the quarter ended 06-30-2025. The report summarizes 9,316 holdings entries with an aggregate market value of $102,808,263,505 and lists 7 other included managers. The filing is signed on behalf of the firm by President James M. Zemlyak, representing a comprehensive holdings disclosure at scale.

Positive

  • Substantial reported asset base: Aggregate holdings value of $102,808,263,505 indicates significant assets under management disclosed.
  • Comprehensive scope: The report covers 9,316 holdings entries and includes 7 other included managers, suggesting broad coverage across affiliated reporting entities.

Negative

  • No security-level holdings included in the provided excerpt, limiting the ability to analyze sector weights, top positions, or changes versus prior periods.

Insights

TL;DR: Stifel reports $102.8B across 9,316 positions; this Form 13F is a routine institutional holdings disclosure.

The filing shows substantial reported equity exposure with an aggregate market value of $102,808,263,505 across 9,316 entries, indicating broad and sizable positions under management. The provided excerpt does not include the security-level information required to assess sector concentration, top holdings, or recent portfolio shifts, so granular performance or positioning analysis cannot be completed from this content alone.

TL;DR: Multi-manager report with seven included managers; no compliance red flags visible in the summary excerpt.

The summary confirms a multi-entity reporting structure with 7 other included managers, which is common for large advisory groups. The absence of the detailed holdings table in the provided content limits the ability to evaluate risk concentrations, insider-related positions, or changes requiring further disclosure. From this excerpt, the filing appears routine and informational.

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8

Report for the Calendar Year or Quarter Ended: 06-30-2025
Check here if Amendment Amendment Number:
This Amendment (Check only one.): is a restatement.
adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: STIFEL FINANCIAL CORP
Address: ATTN: JAMES G. LASCHOBER
501 N. BROADWAY
ST. LOUIS, MO 63102-2102
Form 13F File Number: 028-04621
CRD Number (if applicable):
SEC File Number (if applicable):

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: James M. Zemlyak
Title: President
Phone: 314 342-2000
Signature, Place, and Date of Signing:
/s/ James M. Zemlyak St. Louis, MO 08-14-2025
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 7
Form 13F Information Table Entry Total: 9,316
Form 13F Information Table Value Total: 102,808,263,505
(round to nearest dollar)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
No. Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK
1 STIFEL NICOLAUS & CO INC \MO\ 028-06972 000000793 801-10746 0000948905
2 EquityCompass Investment Management 028-13156 000145420 801-69131 0001442676
3 Stifel Independent Advisors, LLC 028-13699 000028218 801-43561 0001483835
4 1919 Investment Counsel, LLC 028-11345 000133370 801-63656 0001324943
5 Stifel Trust Company, N.A. 028-06397 0001135986
6 Stifel Trust Co Delaware, N.A. 028-16086 0001592412
7 Washington Crossing Advisers LLC 028-19513 000281511 801-108807 0001725950

FAQ

What period does Stifel Financial's 13F cover (SF)?

The report covers the quarter ended 06-30-2025.

How many holdings entries are reported in the 13F for SF?

The summary shows 9,316 Form 13F information table entries.

What is the total market value reported by Stifel Financial in this 13F?

The aggregate market value reported is $102,808,263,505 (rounded to the nearest dollar).

Who filed and signed the Form 13F for Stifel Financial (SF)?

The institutional investment manager is Stifel Financial Corp, and the filing is signed on behalf of the manager by James M. Zemlyak, President.

How many other included managers are listed in the filing?

The Form 13F summary lists 7 other included managers.
Stifel Fin Corp

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