STIFEL FINANCIAL CORP

Q3 2026 13F-HR Holdings

Location
St. Louis, MO
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
3,731
Total value ($000)
$120,919,926
Net value change ($000)
+713,606 (0.6%)
New positions
188
Sold out positions
156
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MSFT 925,178 38.6%
XOM 592,983 NEW
AAPL 470,478 14.8%
NVDA 385,140 11.7%
ACN 206,799 58.9%
META 175,374 25.3%
CVX 135,780 26.8%
MU 126,660 31.5%
IWF 108,923 19.0%
TMO 101,842 32.1%
Top Reduces (Value $000, Stocks/ETFs)
XOM -362,148 -100.0%
GLW -273,429 -41.4%
CSCO -209,958 -14.1%
IBM -193,285 -25.1%
HD -180,297 -19.9%
CAT -156,592 -24.9%
AVGO -155,531 -9.1%
AMAT -151,874 -30.5%
TXN -150,496 -19.0%
CMI -120,191 -28.4%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type