STOCK TITAN

AQR Holdings files Schedule 13G for Stifel Financial (NYSE: SF) — 8.47M shares

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Stifel Financial Corp ownership disclosure: AQR Capital Management, LLC and parent AQR Capital Management Holdings, LLC report beneficial ownership of 8,469,863 shares of Common Stock, representing 5.47% of the class. The filing lists shared voting power of 8,174,548 and shared dispositive power of 8,469,863.

The Schedule 13G identifies AQR Capital Management, LLC as a wholly owned subsidiary of AQR Capital Management Holdings, LLC and is signed by an authorized signatory on 05/14/2026.

Positive

  • None.

Negative

  • None.

Insights

Large passive stake reported by AQR at 5.47% of Stifel.

AQR Capital Management and its parent report beneficial ownership of 8,469,863 shares (5.47%), with 8,174,548 shares of shared voting power and 8,469,863 shares of shared dispositive power as stated in the filing.

This filing is a disclosure of ownership; it does not state transaction intent or selling/ buying activity. Subsequent filings would show changes if AQR adjusts its position.

Beneficial ownership 8,469,863 shares Schedule 13G Item 4 ownership
Percent of class 5.47% Percent of common stock reported
Shared voting power 8,174,548 shares Item 4(ii) shared voting power reported
Schedule 13G regulatory
"Item 1. (a) Name of issuer: STIFEL FINANCIAL CORP"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Beneficially owned financial
"Item 4. (a) Amount beneficially owned: 8,469,863"
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 Dispositive Power regulatory
"Item 4. (iv) Shared power to dispose or to direct the disposition of: 8,469,863"
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860630102

(CUSIP Number)
03/31/2026

(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:05/14/2026
AQR Capital Management Holdings, LLC
Signature:Henry Parkin
Name/Title:Authorized Signatory
Date:05/14/2026
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.

FAQ

What stake does AQR report in STIFEL FINANCIAL CORP (SF)?

AQR reports beneficial ownership of 8,469,863 shares, equal to 5.47% of common stock. The filing lists shared voting power of 8,174,548 and shared dispositive power of 8,469,863, per the Schedule 13G.

Does the Schedule 13G indicate whether AQR is an active or passive investor in SF?

The Schedule 13G itself discloses ownership but does not label trading intent. It identifies AQR as holder of 8,469,863 shares (5.47%). The filing type suggests reporting of passive or non-control holdings rather than an active acquisition plan.

Who filed the Schedule 13G for Stifel (SF) on behalf of AQR?

The filing was submitted by AQR Capital Management, LLC and AQR Capital Management Holdings, LLC. It states AQR Capital Management, LLC is a wholly owned subsidiary of the holding company and is signed by an authorized signatory on 05/14/2026.

What voting and dispositive powers are reported by AQR for SF shares?

The filing reports 0 sole voting and dispositive power, 8,174,548 shared voting power, and 8,469,863 shared dispositive power. These figures are presented under Item 4 of the Schedule 13G ownership disclosure.

Does this Schedule 13G change Stifel's outstanding shares or governance?

This Schedule 13G reports AQR's ownership of 8,469,863 shares (5.47%). It is a disclosure of holdings and does not by itself change outstanding share counts or corporate governance arrangements.