Stifel Financial Corp

Investment Portfolio & 13F Holdings Analysis

About

STIFEL FINANCIAL CORP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 9286 holdings worth $94.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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MICROSOFT CORP

MSFT|594918104

7163679(+0.1%)

Value:

$2.7T(-10.8%)

Apple Inc.

AAPL|037833100

11523905(-3.0%)

Value:

$2.6T(-13.9%)

NVIDIA CORP

NVDA|67066G104

18121427(-1.3%)

Value:

$2.0T(-20.3%)

AMAZON COM INC

AMZN|023135106

8310266(+0.2%)

Value:

$1.6T(-13.1%)

VISA INC.

V|92826C839

3687507(-2.3%)

Value:

$1.3T(+8.4%)

Alphabet Inc.

GOOGL|02079K305

6536444(+2.0%)

Value:

$1.0T(-16.6%)

JPMORGAN CHASE & CO

JPM|46625H100

4112754(-1.0%)

Value:

$1.0T(+1.3%)

Walmart Inc.

WMT|931142103

10764549(-7.3%)

Value:

$945.0B(-10.0%)

HOME DEPOT, INC.

HD|437076102

2493484(-0.8%)

Value:

$913.9B(-6.6%)

PEPSICO INC

PEP|713448108

6012989(+6.5%)

Value:

$901.6B(+5.0%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

1600514(+2.3%)

Value:

$895.3B(-2.3%)

UNITEDHEALTH GROUP INC

UNH|91324P102

1607505(-2.6%)

Value:

$842.0B(+0.8%)

JOHNSON & JOHNSON

JNJ|478160104

5006283(+9.0%)

Value:

$830.3B(+25.0%)

Broadcom Inc.

AVGO|11135F101

4835668(-3.0%)

Value:

$809.6B(-29.9%)

PROCTER & GAMBLE Co

PG|742718109

4612599(+2.3%)

Value:

$786.1B(+4.0%)

46432F842

IEFA|46432F842

10155613(+1.0%)

Value:

$768.3B(+8.8%)

922908363

VOO|922908363

1479081(+1.6%)

Value:

$760.1B(-3.1%)

Meta Platforms, Inc.

META|30303M102

1309848(+3.3%)

Value:

$755.0B(+1.7%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

734430(-0.4%)

Value:

$694.8B(+2.8%)

ELI LILLY & Co

LLY|532457108

809629(+1.3%)

Value:

$668.8B(+8.3%)

Instrument	Shares		Other Manager	Value
Microsoft Corp(MSFTcusip594918104)	7.2M	QoQ +0.12% (-9.2K) YoY -0.96% (-70.1K)	All Managers (Combined)	$2.7B	QoQ -10.82% (-$326.5M) YoY -11.63% (-$354.2M)
Apple Inc.(AAPLcusip037833100)	11.5M	QoQ -2.98% (-354.7K) YoY +1.91% (+216.7K)	All Managers (Combined)	$2.6B	QoQ -13.94% (-$414.9M) YoY +32.01% (+$620.9M)
Nvidia Corp(NVDAcusip67066G104)	18.1M	QoQ -1.25% (-230.7K) YoY +843.73% (+16.2M)	All Managers (Combined)	$2.0B	QoQ -20.30% (-$500.5M) YoY +13.19% (+$229.0M)
Amazon Com Inc(AMZNcusip023135106)	8.3M	QoQ +0.22% (-18.6K) YoY +3.58% (+287.3K)	All Managers (Combined)	$1.6B	QoQ -13.08% (-$238.0M) YoY +9.25% (+$133.9M)
Visa Inc.(Vcusip92826C839)	3.7M	QoQ -2.27% (-85.9K) YoY -2.59% (-98.1K)	All Managers (Combined)	$1.3B	QoQ +8.36% (-$99.8M) YoY +22.32% (-$235.8M)
Alphabet Inc.(GOOGLcusip02079K305)	6.5M	QoQ +2.02% (-129.9K) YoY -0.33% (-22.2K)	All Managers (Combined)	$1.0B	QoQ -16.65% (-$202.0M) YoY +2.11% (-$20.9M)
Jpmorgan Chase & Co(JPMcusip46625H100)	4.1M	QoQ -1.04% (-43.4K) YoY -4.45% (-191.6K)	All Managers (Combined)	$1.0B	QoQ +1.26% (-$12.6M) YoY +17.01% (-$146.7M)
Walmart Inc.(WMTcusip931142103)	10.8M	QoQ -7.35% (-854.9K) YoY -15.90% (-2.0M)	All Managers (Combined)	$945.0M	QoQ -9.98% (-$104.8M) YoY +22.69% (-$174.8M)
Home Depot, Inc.(HDcusip437076102)	2.5M	QoQ -0.85% (-21.4K) YoY -1.18% (-29.9K)	All Managers (Combined)	$913.9M	QoQ -6.58% (-$64.5M) YoY -5.59% (-$54.1M)
Pepsico Inc(PEPcusip713448108)	6.0M	QoQ +6.49% (+367.0K) YoY +14.39% (-756.8K)	All Managers (Combined)	$901.6M	QoQ +5.01% (+$43.1M) YoY -1.98% (-$18.3M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	1.6M	QoQ +2.31% (-36.2K) YoY +3.73% (+57.7K)	All Managers (Combined)	$895.3M	QoQ -2.34% (-$21.5M) YoY +10.94% (+$88.3M)
Unitedhealth Group Inc(UNHcusip91324P102)	1.6M	QoQ -2.65% (-43.8K) YoY -6.65% (-114.6K)	All Managers (Combined)	$842.0M	QoQ +0.78% (-$6.6M) YoY -1.17% (-$10.0M)
Johnson & Johnson(JNJcusip478160104)	5.0M	QoQ +9.04% (+415.1K) YoY +14.28% (+625.7K)	All Managers (Combined)	$830.3M	QoQ +25.03% (+$166.3M) YoY +19.80% (+$137.3M)
Broadcom Inc.(AVGOcusip11135F101)	4.8M	QoQ -2.97% (-148.4K) YoY +837.05% (+4.3M)	All Managers (Combined)	$809.6M	QoQ -29.93% (-$345.9M) YoY +18.34% (+$125.5M)
Procter & Gamble Co(PGcusip742718109)	4.6M	QoQ +2.34% (+105.8K) YoY +5.44% (+238.0K)	All Managers (Combined)	$786.1M	QoQ +4.03% (+$30.5M) YoY +10.74% (+$76.3M)
(IEFAcusip46432F842)	10.2M	QoQ +1.04% (+104.6K) YoY +9.53% (+884.4K)	All Managers (Combined)	$768.3M	QoQ +8.76% (+$61.9M) YoY +11.65% (+$80.2M)
(VOOcusip922908363)	1.5M	QoQ +1.56% (-22.8K) YoY +4.49% (+63.6K)	All Managers (Combined)	$760.1M	QoQ -3.13% (-$24.6M) YoY +11.71% (+$79.7M)
Meta Platforms, Inc.(METAcusip30303M102)	1.3M	QoQ +3.33% (+42.3K) YoY +13.41% (+154.9K)	All Managers (Combined)	$755.0M	QoQ +1.72% (+$12.8M) YoY +34.62% (+$194.2M)
Costco Wholesale Corp /New(COSTcusip22160K105)	734.4K	QoQ -0.41% (-3.1K) YoY -6.40% (-50.2K)	All Managers (Combined)	$694.8M	QoQ +2.79% (-$18.9M) YoY +20.83% (-$119.8M)
Eli Lilly & Co(LLYcusip532457108)	809.6K	QoQ +1.27% (+10.2K) YoY +11.21% (+81.6K)	All Managers (Combined)	$668.8M	QoQ +8.35% (+$51.6M) YoY +18.07% (+$102.4M)