Stifel Financial files $120.2B Form 13F holdings
Stifel Financial Corp, as an institutional investment manager, filed a Form 13F holdings report detailing its discretionary equity holdings.
Rhea-AI Filing Summary
Stifel Financial Corp, as an institutional investment manager, filed a Form 13F holdings report detailing its discretionary equity holdings. The report covers positions managed directly by Stifel and by 7 other included managers such as Stifel Nicolaus & Co. Inc. and several affiliated advisory and trust entities.
The filing indicates a total of 8,946 reportable holdings with an aggregate Form 13F information table value of $120,206,320,448 (rounded to the nearest dollar). James M. Zemlyak, President, signed the report on behalf of the firm, representing that the information provided is true, correct, and complete.
Positive
- None.
Negative
- None.
Key Figures
Form 13F Information Table Value Total: $120,206,320,448
Form 13F Information Table Entry Total: 8,946
Number of Other Included Managers: 7
+2 more
5 metrics
Form 13F Information Table Value Total
$120,206,320,448
Aggregate value of all reportable 13F holdings, rounded to the nearest dollar
Form 13F Information Table Entry Total
8,946
Number of individual reportable holdings listed in the information table
Number of Other Included Managers
7
Affiliated institutional investment managers included under Stifel’s Form 13F report
Report Type
13F HOLDINGS REPORT
Indicates all reportable holdings of this manager are included in this filing
Date of Signing
08-12-2026
Date on which James M. Zemlyak signed the Form 13F as President
Key Terms
Form 13F, Institutional Investment Manager, 13F HOLDINGS REPORT, Other Included Managers, +1 more
5 terms
Form 13F regulatory
"Form 13F Summary Page --------------------- | Report Summary"
A Form 13F is a quarterly filing that large investment managers must submit to disclose their holdings in publicly traded stocks and certain other securities. It acts like a peek into the portfolios of big investors, helping other market participants see what large players are buying or selling and offering clues about investment trends, crowded trades, and potential market impact.
Institutional Investment Manager regulatory
"The institutional investment manager filing this report and the person"
13F HOLDINGS REPORT regulatory
"Report Type (Check only one.) X | 13F HOLDINGS REPORT."
Other Included Managers financial
"List of Other Included Managers Provide a numbered list of the name(s)"
Form 13F Information Table financial
"Form 13F Information Table Entry Total:"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does Stifel Financial Corp (SF) report in this Form 13F filing?
Stifel Financial Corp reports its institutional investment holdings on Form 13F, listing 8,946 positions with a total reported value of $120,206,320,448. The filing represents holdings managed directly and through several affiliated managers.
How large are Stifel Financial Corp’s (SF) reported 13F holdings?
Stifel Financial Corp reports total Form 13F holdings valued at $120,206,320,448, rounded to the nearest dollar. These holdings span 8,946 individual reportable positions across accounts it and its included managers oversee.
How many managers are included in Stifel Financial Corp’s (SF) Form 13F report?
The report lists 7 other included managers in addition to Stifel Financial Corp. These include entities such as Stifel Nicolaus & Co. Inc., EquityCompass Investment Management, and several trust and advisory affiliates that contribute to the aggregate holdings data.
Who signed the Form 13F for Stifel Financial Corp (SF)?
The Form 13F was signed by James M. Zemlyak, President of Stifel Financial Corp. He certified that the information provided is true, correct, and complete, and that he is authorized to submit the report on the firm’s behalf.
What type of Form 13F report did Stifel Financial Corp (SF) file?
Stifel Financial Corp filed a 13F HOLDINGS REPORT. This designation indicates that all of the firm’s reportable Form 13F holdings are included in this single report, rather than being split with or delegated to other reporting managers.
Which affiliated managers are listed in Stifel Financial Corp’s (SF) 13F filing?
The filing lists 7 affiliated managers, including Stifel Nicolaus & Co. Inc. (MO), EquityCompass Investment Management, Stifel Independent Advisors, 1919 Investment Counsel, Stifel Trust Company, Stifel Trust Co Delaware, and Washington Crossing Advisers LLC, each with its own Form 13F file number.
AI-generated analysis. How Rhea-AI works. Not financial advice.
