STIFEL FINANCIAL CORP

Filed: 2/13/2025ACC: 0000720672-25-000003

📋 What this filing means

STIFEL FINANCIAL CORP filed this quarterly 13F‑HR report disclosing 3373 equity positions with a total reported market value of $96.01B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

3373

Positions

$96.01B

Total AUM (reported)

1.01B

Total Shares

Allocation by class

COM$56.55B58.9%

CL A$3.12B3.2%

SHS$1.80B1.9%

COM CL A$1.60B1.7%

COM NEW$1.44B1.5%

CAP STK CL A$1.21B1.3%

TR UNIT$927.06M1.0%

Portfolio Concentration

Top 3$8.46B8.8%

4–10$8.40B8.8%

11–25$10.94B11.4%

Rest$68.20B71.0%

Top 3 weight

8.8%

Top 10 weight

17.6%

Voting Authority Distribution

Total shares with voting rights: 1.01B

Sole

Full voting authority

930.54M

% of voting shares92.4%

Shared

Joint voting authority

1.60M

% of voting shares0.2%

None

No voting authority

75.10M

% of voting shares7.5%

Investment Discretion (by position count)

Sole0

Shared0

Other3373

Dominant voting typeSole · 92.4% of voting shares

Institutional Holdings3373

Rows:

MICROSOFT CORP

DFND

COM

Shares7.15M

TypeSH

Market value$3.02B

3.14%

Sole

6.41M

Shared

19.86K

None

721.75K

APPLE INC

DFND

COM

Shares11.88M

TypeSH

Market value$2.97B

3.10%

Sole

10.43M

Shared

36.22K

None

1.41M

NVIDIA CORPORATION

DFND

COM

Shares18.35M

TypeSH

Market value$2.46B

2.57%

Sole

16.62M

Shared

51.53K

None

1.68M

AMAZON COM INC

DFND

COM

Shares8.29M

TypeSH

Market value$1.82B

1.89%

Sole

7.58M

Shared

19.62K

None

689.65K

ALPHABET INC

DFND

CAP STK CL A

Shares6.41M

TypeSH

Market value$1.21B

1.26%

Sole

5.56M

Shared

12.04K

None

836.74K

VISA INC

DFND

COM CL A

Shares3.77M

TypeSH

Market value$1.19B

1.24%

Sole

3.45M

Shared

3.60K

None

318.79K

BROADCOM INC

DFND

COM

Shares4.98M

TypeSH

Market value$1.16B

1.20%

Sole

4.38M

Shared

6.91K

None

600.55K

WALMART INC

DFND

COM

Shares11.62M

TypeSH

Market value$1.05B

1.09%

Sole

11.03M

Shared

12.30K

None

578.69K

JPMORGAN CHASE & CO.

DFND

COM

Shares4.16M

TypeSH

Market value$996.29M

1.04%

Sole

3.70M

Shared

12.55K

None

447.85K

HOME DEPOT INC

DFND

COM

Shares2.51M

TypeSH

Market value$978.34M

1.02%

Sole

2.28M

Shared

2.33K

None

230.49K

SPDR S&P 500 ETF TR

DFND

TR UNIT

Shares1.56M

TypeSH

Market value$916.81M

0.95%

Sole

1.50M

Shared

3.60K

None

57.65K

PEPSICO INC

DFND

COM

Shares5.65M

TypeSH

Market value$858.55M

0.89%

Sole

5.07M

Shared

8.07K

None

567.78K

UNITEDHEALTH GROUP INC

DFND

COM

Shares1.65M

TypeSH

Market value$835.43M

0.87%

Sole

1.51M

Shared

1.75K

None

138.75K

VANGUARD INDEX FDS

DFND

S&P 500 ETF SHS

Shares1.46M

TypeSH

Market value$784.71M

0.82%

Sole

1.40M

Shared

1.23K

None

55.52K

PROCTER AND GAMBLE CO

DFND

COM

Shares4.51M

TypeSH

Market value$755.57M

0.79%

Sole

4.16M

Shared

7.41K

None

337.53K

META PLATFORMS INC

DFND

CL A

Shares1.27M

TypeSH

Market value$742.21M

0.77%

Sole

1.21M

Shared

2.95K

None

54.60K

MERCK & CO INC

DFND

COM

Shares7.36M

TypeSH

Market value$732.39M

0.76%

Sole

6.84M

Shared

25.63K

None

495.28K

ISHARES TR

DFND

S&P 500 GRWT ETF

Shares6.97M

TypeSH

Market value$707.80M

0.74%

Sole

6.71M

Shared

5.51K

None

253K

ISHARES TR

DFND

CORE MSCI EAFE

Shares10.05M

TypeSH

Market value$706.39M

0.74%

Sole

9.62M

Shared

19.13K

None

409.71K

COSTCO WHSL CORP NEW

DFND

COM

Shares737.49K

TypeSH

Market value$675.89M

0.70%

Sole

639.34K

Shared

250.00

None

97.90K

ALPHABET INC

DFND

CAP STK CL C

Shares3.54M

TypeSH

Market value$673.34M

0.70%

Sole

3.14M

Shared

13.66K

None

379.47K

ACCENTURE PLC IRELAND

DFND

SHS CLASS A

Shares1.89M

TypeSH

Market value$665.33M

0.69%

Sole

1.78M

Shared

2.12K

None

106.13K

JOHNSON & JOHNSON

DFND

COM

Shares4.59M

TypeSH

Market value$663.99M

0.69%

Sole

4.14M

Shared

6.80K

None

449.39K

ELI LILLY & CO

DFND

COM

Shares799.42K

TypeSH

Market value$617.20M

0.64%

Sole

659.13K

Shared

2.60K

None

137.69K

ISHARES TR

DFND

CORE US AGGBD ET

Shares6.27M

TypeSH

Market value$607.49M

0.63%

Sole

5.95M

Shared

1.72K

None

319.33K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
MICROSOFT CORPDFND	COM	7.15M	SH	$3.02B 3.14%	6.41M	19.86K	721.75K
APPLE INCDFND	COM	11.88M	SH	$2.97B 3.10%	10.43M	36.22K	1.41M
NVIDIA CORPORATIONDFND	COM	18.35M	SH	$2.46B 2.57%	16.62M	51.53K	1.68M
AMAZON COM INCDFND	COM	8.29M	SH	$1.82B 1.89%	7.58M	19.62K	689.65K
ALPHABET INCDFND	CAP STK CL A	6.41M	SH	$1.21B 1.26%	5.56M	12.04K	836.74K
VISA INCDFND	COM CL A	3.77M	SH	$1.19B 1.24%	3.45M	3.60K	318.79K
BROADCOM INCDFND	COM	4.98M	SH	$1.16B 1.20%	4.38M	6.91K	600.55K
WALMART INCDFND	COM	11.62M	SH	$1.05B 1.09%	11.03M	12.30K	578.69K
JPMORGAN CHASE & CO.DFND	COM	4.16M	SH	$996.29M 1.04%	3.70M	12.55K	447.85K
HOME DEPOT INCDFND	COM	2.51M	SH	$978.34M 1.02%	2.28M	2.33K	230.49K
SPDR S&P 500 ETF TRDFND	TR UNIT	1.56M	SH	$916.81M 0.95%	1.50M	3.60K	57.65K
PEPSICO INCDFND	COM	5.65M	SH	$858.55M 0.89%	5.07M	8.07K	567.78K
UNITEDHEALTH GROUP INCDFND	COM	1.65M	SH	$835.43M 0.87%	1.51M	1.75K	138.75K
VANGUARD INDEX FDSDFND	S&P 500 ETF SHS	1.46M	SH	$784.71M 0.82%	1.40M	1.23K	55.52K
PROCTER AND GAMBLE CODFND	COM	4.51M	SH	$755.57M 0.79%	4.16M	7.41K	337.53K
META PLATFORMS INCDFND	CL A	1.27M	SH	$742.21M 0.77%	1.21M	2.95K	54.60K
MERCK & CO INCDFND	COM	7.36M	SH	$732.39M 0.76%	6.84M	25.63K	495.28K
ISHARES TRDFND	S&P 500 GRWT ETF	6.97M	SH	$707.80M 0.74%	6.71M	5.51K	253K
ISHARES TRDFND	CORE MSCI EAFE	10.05M	SH	$706.39M 0.74%	9.62M	19.13K	409.71K
COSTCO WHSL CORP NEWDFND	COM	737.49K	SH	$675.89M 0.70%	639.34K	250.00	97.90K
ALPHABET INCDFND	CAP STK CL C	3.54M	SH	$673.34M 0.70%	3.14M	13.66K	379.47K
ACCENTURE PLC IRELANDDFND	SHS CLASS A	1.89M	SH	$665.33M 0.69%	1.78M	2.12K	106.13K
JOHNSON & JOHNSONDFND	COM	4.59M	SH	$663.99M 0.69%	4.14M	6.80K	449.39K
ELI LILLY & CODFND	COM	799.42K	SH	$617.20M 0.64%	659.13K	2.60K	137.69K
ISHARES TRDFND	CORE US AGGBD ET	6.27M	SH	$607.49M 0.63%	5.95M	1.72K	319.33K

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