STOCK TITAN

AQR Capital discloses 3.91% Stifel Financial (SF) stake in Schedule 13G/A

(Neutral)
(Neutral)
Form Type
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.

Positive

  • None.

Negative

  • None.
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
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.
shared voting power financial
"Shared Voting Power 5,795,475.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"Shared Dispositive Power 6,001,400.00"
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.

How many SF shares does AQR Capital have voting power over?

AQR Capital reports shared voting power over 5,795,475 SF shares and no sole voting power. The full 6,001,400 shares are reported as beneficially owned, with the remainder having shared dispositive but not voting power.

Does AQR Capital have sole dispositive power over any Stifel Financial (SF) shares?

No. AQR Capital reports 0 shares with sole dispositive power and 6,001,400 shares with shared dispositive power. Both AQR Capital Management, LLC and its parent report identical shared dispositive positions.

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.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates





860630102

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



AQR Capital Management, LLC
Signature:Henry Parkin
Name/Title:Authorized Signatory
Date:08/12/2026
AQR Capital Management Holdings, LLC
Signature:Henry Parkin
Name/Title:Authorized Signatory
Date:08/12/2026
Exhibit Information

AQR Capital Management Holdings, LLC and AQR Capital Management, LLC hereby agree that this Schedule 13G is filed on behalf of each of the parties. AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC.