SF
STIFEL FINANCIAL CORPMarquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q4 2023 | 10Q | $38 | $74 | +95% |
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $53 | $74 | +40% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $54 | $74 | +37% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $54 | $74 | +37% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $54 | $74 | +37% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $54 | $74 | +37% |
| Two Sigma Investments re-entered | Q1 2025(8Q snapshot) | 5Q | $72 | $74 | +3% |
| Point72 Asset Management re-entered | Q4 2025(8Q snapshot) | 2Q | $80 | $74 | -7% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Maverick Capital 2× in & out | Q1 2023 | Q1 2024 | → $48 | +15% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at STIFEL FINANCIAL CORP. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 8, 2026 — the most recent Form 4 on file — not from today.
- Form 40001193125-26-262105Jun 8, 2026
- Form 40001193125-26-262079Jun 8, 2026
- Form 40001193125-26-262066Jun 8, 2026
- Form 40001193125-26-262056Jun 8, 2026
- Form 40001193125-26-262051Jun 8, 2026
- Form 40001193125-26-262026Jun 8, 2026
- Form 40001193125-26-262021Jun 8, 2026
- Form 40001193125-26-261973Jun 8, 2026
- Form 40001193125-26-102301Mar 11, 2026
- Form 40001193125-26-089067Mar 3, 2026
- Form 40001193125-26-088803Mar 3, 2026
- Form 40001193125-26-088783Mar 3, 2026
- Form 40001193125-26-088760Mar 3, 2026
- Form 40001193125-26-088732Mar 3, 2026
- Form 40001193125-26-088705Mar 3, 2026
Fundamentals
XBRL · STIFEL FINANCIAL CORPAnnual figures sourced directly from STIFEL FINANCIAL CORP's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for STIFEL FINANCIAL CORP — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 9, 2026
- 8-KMaterial eventMay 28, 2026
- 10-QQuarterly reportMay 4, 2026
- DEF 14AProxy statementApr 29, 2026
- 8-KMaterial eventApr 22, 2026
- 8-KMaterial eventMar 26, 2026
- 8-KMaterial eventFeb 26, 2026
- 10-KAnnual reportFeb 24, 2026
- 8-KMaterial eventFeb 4, 2026
- 8-KMaterial eventJan 28, 2026
- 8-KMaterial eventDec 18, 2025
- 8-KMaterial eventNov 20, 2025
- 10-QQuarterly reportNov 5, 2025
- 8-KMaterial eventOct 22, 2025
- 8-KMaterial eventSep 25, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q2 2026 | open | $74 | $74 | -0% |
| Point72 Asset Management | Q2 2026 | open | $74 | $74 | -0% |
| Renaissance Technologies | Q2 2026 | open | $75 | $74 | -1% |
| Two Sigma Investments | Q1 2026 | open | $78 | $74 | -6% |
| Point72 Asset Management | Q4 2025 | Q1 2026 | $80 | $78 | -2% |
| Two Sigma Investments | Q1 2025 | Q3 2025 | $72 | $76 | +6% |
| Bridgewater Associates | Q3 2024 | open | $54 | $70 | +29% |
| Citadel Advisors | Q3 2024 | Q1 2026 | $54 | $78 | +45% |
| D.E. Shaw | Q3 2024 | open | $54 | $74 | +37% |
| AQR Capital Management | Q3 2024 | open | $54 | $74 | +37% |
| Millennium Management | Q3 2024 | open | $54 | $74 | +37% |
| Renaissance Technologies | Q3 2024 | Q1 2026 | $53 | $79 | +49% |
| Bridgewater Associates | Q4 2023 | Q2 2024 | $38 | $53 | +41% |
| Maverick Capital | Q1 2023 | Q1 2024 | $42 | $48 | +15% |
| Maverick Capital | Q1 2022 | Q2 2022 | $47 | $38 | -20% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.