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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SIMON PROPERTY GROUP INC /DE/

SPG|828806109

352104(-4.1%)

Value:

$58.5B(-7.5%)

BEST BUY CO INC

BBY|086516101

793083(-5.4%)

Value:

$58.4B(-18.8%)

72201R833

580117(+13.4%)

Value:

$58.4B(+13.7%)

808524300

SCHG|808524300

2307178(+38.1%)

Value:

$57.8B(+24.0%)

00162Q452

1109643(+1.6%)

Value:

$57.6B(+9.6%)

Aon plc

AON|G0403H108

144087(-3.5%)

Value:

$57.5B(+7.2%)

EOG RESOURCES INC

EOG|26875P101

446151(+0.4%)

Value:

$57.2B(+5.1%)

CVS HEALTH Corp

CVS|126650100

842555(+12.3%)

Value:

$57.1B(+69.6%)

464287622

IWB|464287622

185512(-25.0%)

Value:

$56.9B(-28.6%)

92204A405

VFH|92204A405

473173(+5.3%)

Value:

$56.5B(+6.5%)

92189F106

GDX|92189F106

1228200(+3.0%)

Value:

$56.5B(+39.6%)

ARES CAPITAL CORP

ARCC|04010L103

2524654(+8.2%)

Value:

$55.9B(+9.5%)

81369Y886

709416(-7.5%)

Value:

$55.9B(-3.7%)

92204A504

VHT|92204A504

210576(+10.9%)

Value:

$55.7B(+15.7%)

FEDEX CORP

FDX|31428X106

228662(-7.3%)

Value:

$55.7B(-19.7%)

Booking Holdings Inc.

BKNG|09857L108

12088(+2.3%)

Value:

$55.7B(-5.1%)

GENERAL MILLS INC

GIS|370334104

931308(+11.4%)

Value:

$55.7B(+4.5%)

Phillips 66

PSX|718546104

447485(+20.6%)

Value:

$55.3B(+30.7%)

ROCKWELL AUTOMATION, INC

ROK|773903109

213146(+3.0%)

Value:

$55.1B(-6.8%)

CROWN CASTLE INC.

CCI|22822V101

514208(-3.0%)

Value:

$53.6B(+11.3%)

Instrument	Shares		Other Manager	Value
Simon Property Group Inc /De/(SPGcusip828806109)	352.1K	QoQ -4.11% (-15.1K) YoY -9.79% (-38.2K)	All Managers (Combined)	$58.5M	QoQ -7.52% (-$4.8M) YoY -4.26% (-$2.6M)
Best Buy Co Inc(BBYcusip086516101)	793.1K	QoQ -5.40% (-45.3K) YoY -16.90% (-161.3K)	All Managers (Combined)	$58.4M	QoQ -18.84% (-$13.6M) YoY -25.43% (-$19.9M)
(cusip72201R833)✕	580.1K	QoQ +13.37% (+68.4K) YoY +72.92% (+244.6K)	All Managers (Combined)	$58.4M	QoQ +13.68% (+$7.0M) YoY +73.05% (+$24.6M)
(SCHGcusip808524300)	2.3M	QoQ +38.06% (+636.1K) YoY +268.68% (-1.7M)	All Managers (Combined)	$57.8M	QoQ +24.04% (+$11.2M) YoY -0.44% (-$255.8K)
(cusip00162Q452)✕	1.1M	QoQ +1.62% (+17.8K) YoY +10.76% (+107.9K)	All Managers (Combined)	$57.6M	QoQ +9.60% (+$5.1M) YoY +21.22% (+$10.1M)
Aon Plc(AONcusipG0403H108)	144.1K	QoQ -3.50% (-5.2K) YoY -6.84% (-10.6K)	All Managers (Combined)	$57.5M	QoQ +7.21% (-$3.9M) YoY +11.39% (-$5.9M)
Eog Resources Inc(EOGcusip26875P101)	446.2K	QoQ +0.44% (+2.0K) YoY -3.24% (-15.0K)	All Managers (Combined)	$57.2M	QoQ +5.07% (+$2.8M) YoY -2.94% (-$1.7M)
Cvs Health Corp(CVScusip126650100)	842.6K	QoQ +12.35% (+92.7K) YoY -21.24% (-227.3K)	All Managers (Combined)	$57.1M	QoQ +69.57% (+$23.4M) YoY -33.10% (-$28.3M)
(IWBcusip464287622)	185.5K	QoQ -24.97% (-61.7K) YoY +1.86% (+3.4K)	All Managers (Combined)	$56.9M	QoQ -28.56% (-$22.8M) YoY +8.48% (+$4.5M)
(VFHcusip92204A405)	473.2K	QoQ +5.27% (+23.7K) YoY -10.57% (-55.9K)	All Managers (Combined)	$56.5M	QoQ +6.52% (+$3.5M) YoY +4.34% (-$2.4M)
(GDXcusip92189F106)	1.2M	QoQ +2.96% (+35.3K) YoY +13.09% (+142.2K)	All Managers (Combined)	$56.5M	QoQ +39.58% (+$16.0M) YoY +64.42% (+$22.1M)
Ares Capital Corp(ARCCcusip04010L103)	2.5M	QoQ +8.19% (+191.3K) YoY +13.57% (+301.8K)	All Managers (Combined)	$55.9M	QoQ +9.53% (+$4.9M) YoY +20.88% (+$9.7M)
(cusip81369Y886)✕	709.4K	QoQ -7.54% (-57.9K) YoY +22.19% (+128.9K)	All Managers (Combined)	$55.9M	QoQ -3.68% (-$2.1M) YoY +46.77% (+$17.8M)
(VHTcusip92204A504)	210.6K	QoQ +10.90% (+20.7K) YoY +16.09% (+29.2K)	All Managers (Combined)	$55.7M	QoQ +15.72% (+$7.6M) YoY +13.61% (+$6.7M)
Fedex Corp(FDXcusip31428X106)	228.7K	QoQ -7.35% (-18.2K) YoY -32.45% (-109.9K)	All Managers (Combined)	$55.7M	QoQ -19.72% (-$13.7M) YoY -43.17% (-$42.4M)
Booking Holdings Inc.(BKNGcusip09857L108)	12.1K	QoQ +2.32% (-275) YoY +1.61% (+192)	All Managers (Combined)	$55.7M	QoQ -5.11% (-$3.0M) YoY +29.03% (+$12.5M)
General Mills Inc(GIScusip370334104)	931.3K	QoQ +11.45% (+95.7K) YoY +37.87% (+255.8K)	All Managers (Combined)	$55.7M	QoQ +4.50% (+$2.4M) YoY +17.81% (+$8.4M)
Phillips 66(PSXcusip718546104)	447.5K	QoQ +20.58% (+76.4K) YoY +4.79% (-20.5K)	All Managers (Combined)	$55.3M	QoQ +30.69% (+$13.0M) YoY -20.77% (-$14.5M)
Rockwell Automation, Inc(ROKcusip773903109)	213.1K	QoQ +3.03% (-6.3K) YoY -11.71% (-28.3K)	All Managers (Combined)	$55.1M	QoQ -6.84% (-$4.0M) YoY -21.69% (-$15.3M)
Crown Castle Inc.(CCIcusip22822V101)	514.2K	QoQ -3.04% (-16.2K) YoY -56.54% (-669.1K)	All Managers (Combined)	$53.6M	QoQ +11.34% (-$5.5M) YoY -57.20% (-$71.6M)