Stifel Financial Corp
SFFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Stifel Financial Corp Makes Money
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From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 18 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 11, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| HB Wealth Management, LLC | 2026-03-31 | 9,415 | $696K | SEC filing |
| B. Riley Wealth Advisors, Inc. | 2026-03-31 | 8,936 | $642K | SEC filing |
| MassMutual Private Wealth & Trust, FSB | 2026-03-31 | 716 | $52.9K | SEC filing |
| AMALGAMATED BANK | 2026-03-31 | 69,174 | Not shown | SEC filing |
| ATLAS CAPITAL ADVISORS INC. | 2026-03-31 | 24 | $1.77K | SEC filing |
| Voleon Capital Management LP | 2026-03-31 | 262,464 | $19.4M | SEC filing |
| Aster Capital Management (DIFC) Ltd | 2026-03-31 | 603 | Not shown | SEC filing |
| GREENLEAF TRUST | 2026-03-31 | 3,992 | $295K | SEC filing |
| Mitsubishi UFJ Trust & Banking Corp | 2026-03-31 | 4,385 | $324K | SEC filing |
| Lighthouse Investment Partners, LLC | 2026-03-31 | 15,577 | $1.15M | SEC filing |
| DIMENSIONAL FUND ADVISORS LP | 2026-03-31 | 2,616,616 | $193M | SEC filing |
| CHOREO, LLC | 2026-03-31 | 16,756 | $1.24M | SEC filing |
| PINNACLE ASSOCIATES LTD | 2026-03-31 | 4,444 | $328K | SEC filing |
| WBI INVESTMENTS, LLC | 2026-03-31 | 4,830 | $357K | SEC filing |
| PRUDENTIAL FINANCIAL INC | 2026-03-31 | 47,338 | $3.5M | SEC filing |
| True Link Financial Advisors, LLC | 2026-03-31 | 39 | $2.88K | SEC filing |
| Rossby Financial, LCC | 2026-03-31 | 71 | $5.25K | SEC filing |
| True Wealth Design, LLC | 2026-03-31 | 922 | $68.2K | SEC filing |
| IFP Advisors, Inc | 2026-03-31 | 4,926 | $364K | SEC filing |
| Pinnacle Holdings, LLC | 2026-03-31 | 679 | $50.2K | SEC filing |
- Each value is checked against Stifel Financial Corp's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Stifel Financial Corp's share price.
- Value not shown for 1 row: the value per share could not be confirmed against the share prices on file from within three months of the report date.
120 filers have only one report here.
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-02-02 | Rubulotta David · Other | Common Stock | S — Open market or private sale | −400 | 124.31 | SEC filing |
| 2026-01-29 | ZEMLYAK JAMES M · President | Common Stock | S — Open market or private sale | −9 | 123.90 | SEC filing |
| 2025-08-13 | ZEMLYAK JAMES M · Co-President | Common Stock | P — Open market or private purchase | +2 | 116.00 | SEC filing |
| 2025-08-12 | ZEMLYAK JAMES M · Co-President | Common Stock | P — Open market or private purchase | +2 | 114.16 | SEC filing |
| 2025-08-11 | ZEMLYAK JAMES M · Co-President | Common Stock | P — Open market or private purchase | +1 | 111.76 | SEC filing |
| 2025-08-07 | ZEMLYAK JAMES M · Co-President | Common Stock | P — Open market or private purchase | +4 | 110.17 | SEC filing |
| 2025-06-06 | ZIMMERMAN MICHAEL J · Director | Common Stock | S — Open market or private sale | −5,000 | 96.39 | SEC filing |
| 2025-06-06 | ZIMMERMAN MICHAEL J · Director | Common Stock | S — Open market or private sale | −5,000 | 97.00 | SEC filing |
Showing 8 of 9 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-09 | ZIMMERMAN MICHAEL J · Director | Phantom Stock Units | A — Grant, award, or other acquisition | +2,450 | SEC filing |
| 2026-06-09 | Kavanaugh James P. · Director | Phantom Stock Units | A — Grant, award, or other acquisition | +2,450 | SEC filing |
| 2026-06-09 | Markus Maura A. · Director | Phantom Stock Units | A — Grant, award, or other acquisition | +2,450 | SEC filing |
| 2026-06-09 | Berlew Adam T. · Director | Phontom Stock Unit | A — Grant, award, or other acquisition | +2,450 | SEC filing |
| 2026-06-09 | PEACOCK DAVID A · Director | Phantom Stock Units | A — Grant, award, or other acquisition | +2,450 | SEC filing |
| 2026-06-09 | Grady Robert Edward · Director | Phantom Stock Units | A — Grant, award, or other acquisition | +2,450 | SEC filing |
| 2026-06-09 | BROWN MICHAEL W · Director | Phantom Stock Units | A — Grant, award, or other acquisition | +2,450 | SEC filing |
| 2026-06-09 | Nesi Victor · Director | Phantom Stock Units | A — Grant, award, or other acquisition | +2,450 | SEC filing |
Showing 8 of 40 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-04 | Kavanaugh James P. · Director | Phantom Stock Units | D — Disposition to the issuer | −2,812 | SEC filing |
| 2026-06-04 | Berlew Adam T. · Director | Phontom Stock Unit | J — Other acquisition or disposition | −2,812 | SEC filing |
| 2025-08-19 | Nesi Victor · Co-President | Common Stock | D — Disposition to the issuer | −35,000 | SEC filing |
| 2025-08-19 | KRUSZEWSKI RONALD J · Chief Executive Officer | Common Stock | D — Disposition to the issuer | −40,000 | SEC filing |
| 2025-08-19 | ZEMLYAK JAMES M · Co-President | Common Stock | D — Disposition to the issuer | −15,000 | SEC filing |
| 2025-08-19 | Raymond Charles Bradford · Other | Common Stock | D — Disposition to the issuer | −10,000 | SEC filing |
| 2025-08-19 | Michaud Thomas B. · Senior Vice President | Common Stock | D — Disposition to the issuer | −20,000 | SEC filing |
| 2025-08-19 | SLINEY DAVID D · Chief Operating Officer | Common Stock | D — Disposition to the issuer | −15,000 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.