AQR Capital discloses 3.91% Stifel Financial (SF) stake in Schedule 13G/A
Rhea-AI Filing Summary
AQR Capital Management, LLC and its parent AQR Capital Management Holdings, LLC report passive ownership of 6,001,400 shares of Stifel Financial Corp. common stock on a Schedule 13G/A. This represents 3.91% of the outstanding common stock as of the reported date. The entities report no sole voting or dispositive power, with 5,795,475 shares subject to shared voting power and 6,001,400 shares subject to shared dispositive power. AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC, and both have their principal office in Greenwich, Connecticut.
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Key Figures
Beneficial ownership: 6,001,400 shares
Percent of class: 3.91%
Shared voting power: 5,795,475 shares
+2 more
5 metrics
Beneficial ownership
6,001,400 shares
Common stock of Stifel Financial Corp reported on Schedule 13G/A
Percent of class
3.91%
Portion of Stifel Financial Corp common stock beneficially owned
Shared voting power
5,795,475 shares
Shares over which AQR entities share voting power
Shared dispositive power
6,001,400 shares
Shares over which AQR entities share dispositive power
Par value per share
$0.15
Par value of Stifel Financial Corp common stock
Key Terms
beneficially owned, shared voting power, shared dispositive power, parent holding company
4 terms
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 6,001,400"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
parent holding company financial
"If a parent holding company has filed this schedule, pursuant to (ii)(G)"
FAQ
What percentage of Stifel Financial Corp (SF) does AQR Capital report owning?
AQR Capital reports beneficial ownership of 3.91% of Stifel Financial Corp common stock, corresponding to 6,001,400 shares. This reflects a passive institutional stake disclosed on a Schedule 13G/A filing.
Which AQR entities are listed as beneficial owners of SF in this Schedule 13G/A?
The filing lists AQR Capital Management, LLC and AQR Capital Management Holdings, LLC as beneficial owners of SF. It also states that AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC.
Is AQR’s stake in Stifel Financial Corp (SF) above or below 5% of the class?
AQR’s reported stake is 3.91% of SF’s common stock, which is below the 5% threshold. The filing explicitly notes ownership of 5 percent or less of the class under the relevant item.
AI-generated analysis. How Rhea-AI works. Not financial advice.