STIFEL FINANCIAL CORP

Q1 2025 13F-HR Holdings

Location
St. Louis, MO
Holdings as of
3/31/2025
Date filed
5/14/2025
Form type
13F-HR
Num holdings
3,446
Total value ($000)
$94,075,421
Net value change ($000)
-1,931,809 (-2.0%)
New positions
188
Sold out positions
145
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/13/2025 Next filing: 8/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ORCL 194,881 66.1%
JNJ 166,262 25.0%
FAST 109,380 253.4%
V 99,770 8.4%
KO 91,260 17.1%
AMGN 86,506 23.7%
MRSH 81,736 17.3%
CVX 75,258 17.9%
TLH 74,414 164.3%
UBER 71,986 49.1%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -500,509 -20.3%
AAPL -414,854 -13.9%
AVGO -345,870 -29.9%
MSFT -326,478 -10.8%
NSC -241,282 -88.4%
AMZN -237,990 -13.1%
GPC -221,226 -75.7%
GOOGL -201,960 -16.7%
GOOGL -127,980 -19.0%
LH -109,429 -78.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type