Stifel Financial Corp

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 9,286
Total Value: 94075421290
Accession Number: 0000720672-25-000006
Form Type: 13F-HR
CIK: 0000720672
Manager Name: Stifel Financial Corp

Data Enrichment

79% identified

7,337 identified1,949 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

9,286 positions • $94,075,421.29K total value

9,286 positions

Manager:

SEC FilingSEC DataHachi Filing

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MIDDLEBY Corp

MIDD|596278101

1771(-3.9%)

Value:

$269.2M(+7.8%)

ICAHN ENTERPRISES L.P.

IEP|451100101

29515(+3.9%)

Value:

$267.4M(+8.5%)

Burke & Herbert Financial Services Corp.

BHRB|12135Y108

4755(+0.0%)

Value:

$266.8M(-10.0%)

abrdn Healthcare Investors

HQH|87911J103

16345(+16.9%)

Value:

$265.5M(+18.3%)

Eaton Vance California Municipal Bond Fund

EVM|27828A100

28615(-9.9%)

Value:

$265.3M(-8.9%)

SoFi Technologies, Inc.

SOFI|83406F102

22797(-63.5%)

Value:

$265.1M(-72.5%)

33738D606

12328(-72.1%)

Value:

$265.1M(-71.3%)

Payoneer Global Inc.

PAYO|70451X104

36221

Value:

$264.8M

Nuveen NASDAQ 100 Dynamic Overwrite Fund

QQQX|670699107

11058(-26.8%)

Value:

$262.6M(-35.8%)

BlackRock Multi-Sector Income Trust

BIT|09258A107

18079(+2.9%)

Value:

$261.8M(+2.0%)

33739Q507

7495(-1.8%)

Value:

$261.6M(-6.8%)

Brixmor Property Group Inc.

BRX|11120U105

9811

Value:

$260.5M

Holley Inc.

HLLY|43538H103

101295(-14.1%)

Value:

$260.3M(-26.9%)

529043309

5700(-8.1%)

Value:

$259.9M(-14.0%)

GOODYEAR TIRE & RUBBER CO /OH/

GT|382550101

28124(+70.2%)

Value:

$259.9M(+74.8%)

Nuveen Taxable Municipal Income Fund

NBB|67074C103

16211(+10.3%)

Value:

$259.7M(+18.0%)

33939L886

3436(-58.9%)

Value:

$259.7M(-58.6%)

464286632

3484(+4.8%)

Value:

$259.1M(+1.2%)

NUVEEN NEW YORK SELECT TAX -FREE INCOME PORTFOLIO

NXN|67063V104

21883(+0.0%)

Value:

$258.7M(+4.1%)

Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.

LDP|19248C105

12701(-15.9%)

Value:

$258.6M(-15.2%)

Instrument	Shares		Other Manager	Value
Middleby Corp(MIDDcusip596278101)	1.8K	QoQ -3.90% (-72) YoY -17.08% (-365)	All Managers (Combined)	$269.2K	QoQ +7.82% (-$19.5K) YoY -21.63% (-$74.3K)
Icahn Enterprises L.P.(IEPcusip451100101)	29.5K	QoQ +3.87% (+1.1K) YoY +31.94% (-7.1K)	All Managers (Combined)	$267.4K	QoQ +8.54% (+$21.0K) YoY -29.72% (-$113.1K)
Burke & Herbert Financial Services Corp.(BHRBcusip12135Y108)	4.8K	QoQ 0.00% (-0) YoY NEW(+4.8K)	All Managers (Combined)	$266.8K	QoQ -10.02% (-$29.7K) YoY NEW(+$266.8K)
Abrdn Healthcare Investors(HQHcusip87911J103)	16.3K	QoQ +16.95% (+2.4K) YoY NEW(+16.3K)	All Managers (Combined)	$265.5K	QoQ +18.34% (+$41.2K) YoY NEW(+$265.5K)
Eaton Vance California Municipal Bond Fund(EVMcusip27828A100)	28.6K	QoQ -9.93% (-3.2K) YoY -29.51% (-12.0K)	All Managers (Combined)	$265.3K	QoQ -8.94% (-$26.1K) YoY -30.85% (-$118.4K)
Sofi Technologies, Inc.(SOFIcusip83406F102)	22.8K	QoQ -63.55% (-39.7K) YoY -86.30% (-143.7K)	All Managers (Combined)	$265.1K	QoQ -72.47% (-$698.1K) YoY -78.18% (-$950.0K)
(cusip33738D606)✕	12.3K	QoQ -72.14% (-31.9K) YoY NEW(+12.3K)	All Managers (Combined)	$265.1K	QoQ -71.26% (-$657.4K) YoY NEW(+$265.1K)
Payoneer Global Inc.(PAYOcusip70451X104)	36.2K	QoQ NEW(+36.2K) YoY NEW(+36.2K)	All Managers (Combined)	$264.8K	QoQ NEW(+$264.8K) YoY NEW(+$264.8K)
Nuveen Nasdaq 100 Dynamic Overwrite Fund(QQQXcusip670699107)	11.1K	QoQ -26.84% (-4.1K) YoY -40.61% (-7.6K)	All Managers (Combined)	$262.6K	QoQ -35.76% (-$146.2K) YoY -41.57% (-$186.9K)
Blackrock Multi-Sector Income Trust(BITcusip09258A107)	18.1K	QoQ +2.85% (+502) YoY +5.39% (-925)	All Managers (Combined)	$261.8K	QoQ +2.00% (+$5.2K) YoY -3.90% (-$10.6K)
(cusip33739Q507)✕	7.5K	QoQ -1.82% (-139) YoY +17.16% (+1.1K)	All Managers (Combined)	$261.6K	QoQ -6.83% (-$19.2K) YoY +19.98% (+$43.6K)
Brixmor Property Group Inc.(BRXcusip11120U105)	9.8K	QoQ NEW(+9.8K) YoY NEW(+9.8K)	All Managers (Combined)	$260.5K	QoQ NEW(+$260.5K) YoY NEW(+$260.5K)
Holley Inc.(HLLYcusip43538H103)	101.3K	QoQ -14.11% (-16.6K) YoY -31.16% (-45.9K)	All Managers (Combined)	$260.3K	QoQ -26.91% (-$95.9K) YoY -60.33% (-$396.0K)
(cusip529043309)✕	5.7K	QoQ -8.06% (-500) YoY -8.06% (-500)	All Managers (Combined)	$259.9K	QoQ -14.00% (-$42.3K) YoY -9.59% (-$27.6K)
Goodyear Tire & Rubber Co /Oh/(GTcusip382550101)	28.1K	QoQ +70.24% (+11.6K) YoY -10.61% (-3.3K)	All Managers (Combined)	$259.9K	QoQ +74.78% (+$111.2K) YoY -39.84% (-$172.1K)
Nuveen Taxable Municipal Income Fund(NBBcusip67074C103)	16.2K	QoQ +10.34% (+1.5K) YoY +22.74% (+3.0K)	All Managers (Combined)	$259.7K	QoQ +18.00% (+$39.6K) YoY +28.34% (+$57.4K)
(cusip33939L886)✕	3.4K	QoQ -58.87% (-4.9K) YoY -70.64% (-8.3K)	All Managers (Combined)	$259.7K	QoQ -58.65% (-$368.4K) YoY -70.59% (-$623.5K)
(cusip464286632)✕	3.5K	QoQ +4.84% (+161) YoY NEW(+3.5K)	All Managers (Combined)	$259.1K	QoQ +1.18% (+$3.0K) YoY NEW(+$259.1K)
Nuveen New York Select Tax -Free Income Portfolio(NXNcusip67063V104)	21.9K	QoQ 0.00% (+0) YoY +41.52% (+6.4K)	All Managers (Combined)	$258.7K	QoQ +4.14% (+$10.3K) YoY +43.71% (+$78.7K)
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.(LDPcusip19248C105)	12.7K	QoQ -15.89% (-2.4K) YoY -19.50% (-3.1K)	All Managers (Combined)	$258.6K	QoQ -15.23% (-$46.5K) YoY -18.38% (-$58.3K)