STIFEL FINANCIAL CORP

Filed: 5/14/2025ACC: 0000720672-25-000006

📋 What this filing means

STIFEL FINANCIAL CORP filed this quarterly 13F‑HR report disclosing 3446 equity positions with a total reported market value of $94.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

3446

Positions

$94.08B

Total AUM (reported)

1.03B

Total Shares

Allocation by class

COM$54.64B58.1%

CL A$3.14B3.3%

SHS$1.83B1.9%

COM CL A$1.64B1.7%

COM NEW$1.48B1.6%

CAP STK CL A$1.01B1.1%

TR UNIT$908.45M1.0%

Portfolio Concentration

Top 3$7.21B7.7%

4–10$7.65B8.1%

11–25$10.98B11.7%

Rest$68.23B72.5%

Top 3 weight

7.7%

Top 10 weight

15.8%

Voting Authority Distribution

Total shares with voting rights: 1.03B

Sole

Full voting authority

950.20M

% of voting shares92.6%

Shared

Joint voting authority

1.58M

% of voting shares0.2%

None

No voting authority

74.59M

% of voting shares7.3%

Investment Discretion (by position count)

Sole0

Shared0

Other3446

Dominant voting typeSole · 92.6% of voting shares

Institutional Holdings3446

Rows:

MICROSOFT CORP

DFND

COM

Shares7.16M

TypeSH

Market value$2.69B

2.86%

Sole

6.45M

Shared

19.37K

None

693.59K

APPLE INC

DFND

COM

Shares11.52M

TypeSH

Market value$2.56B

2.72%

Sole

10.19M

Shared

36.23K

None

1.30M

NVIDIA CORPORATION

DFND

COM

Shares18.12M

TypeSH

Market value$1.96B

2.09%

Sole

16.50M

Shared

51.58K

None

1.57M

AMAZON COM INC

DFND

COM

Shares8.31M

TypeSH

Market value$1.58B

1.68%

Sole

7.63M

Shared

19.66K

None

664.18K

VISA INC

DFND

COM CL A

Shares3.69M

TypeSH

Market value$1.29B

1.37%

Sole

3.38M

Shared

3.50K

None

300.08K

ALPHABET INC

DFND

CAP STK CL A

Shares6.54M

TypeSH

Market value$1.01B

1.07%

Sole

5.73M

Shared

11.99K

None

797.79K

JPMORGAN CHASE & CO.

DFND

COM

Shares4.11M

TypeSH

Market value$1.01B

1.07%

Sole

3.69M

Shared

12.47K

None

408.10K

WALMART INC

DFND

COM

Shares10.76M

TypeSH

Market value$945.02M

1.00%

Sole

10.21M

Shared

11.79K

None

542.54K

HOME DEPOT INC

DFND

COM

Shares2.49M

TypeSH

Market value$913.89M

0.97%

Sole

2.28M

Shared

2.26K

None

209.11K

PEPSICO INC

DFND

COM

Shares6.01M

TypeSH

Market value$901.61M

0.96%

Sole

5.44M

Shared

7.97K

None

563.23K

SPDR S&P 500 ETF TR

DFND

TR UNIT

Shares1.60M

TypeSH

Market value$895.33M

0.95%

Sole

1.54M

Shared

3.26K

None

62K

UNITEDHEALTH GROUP INC

DFND

COM

Shares1.61M

TypeSH

Market value$842.02M

0.90%

Sole

1.49M

Shared

1.71K

None

119.98K

JOHNSON & JOHNSON

DFND

COM

Shares5.01M

TypeSH

Market value$830.25M

0.88%

Sole

4.56M

Shared

6.66K

None

443.05K

BROADCOM INC

DFND

COM

Shares4.84M

TypeSH

Market value$809.65M

0.86%

Sole

4.25M

Shared

6.90K

None

573.85K

PROCTER AND GAMBLE CO

DFND

COM

Shares4.61M

TypeSH

Market value$786.09M

0.84%

Sole

4.28M

Shared

7.33K

None

322.60K

ISHARES TR

DFND

CORE MSCI EAFE

Shares10.16M

TypeSH

Market value$768.27M

0.82%

Sole

9.73M

Shared

18.29K

None

410.43K

VANGUARD INDEX FDS

DFND

S&P 500 ETF SHS

Shares1.48M

TypeSH

Market value$760.15M

0.81%

Sole

1.42M

Shared

1.22K

None

54.40K

META PLATFORMS INC

DFND

CL A

Shares1.31M

TypeSH

Market value$754.99M

0.80%

Sole

1.26M

Shared

2.97K

None

48.32K

COSTCO WHSL CORP NEW

DFND

COM

Shares734.43K

TypeSH

Market value$694.77M

0.74%

Sole

639.51K

Shared

236.00

None

94.69K

ELI LILLY & CO

DFND

COM

Shares809.63K

TypeSH

Market value$668.75M

0.71%

Sole

673.27K

Shared

2.60K

None

133.76K

MERCK & CO INC

DFND

COM

Shares7.45M

TypeSH

Market value$668.27M

0.71%

Sole

6.93M

Shared

25.44K

None

489.59K

ISHARES TR

DFND

S&P 500 GRWT ETF

Shares7.09M

TypeSH

Market value$657.82M

0.70%

Sole

6.83M

Shared

5.59K

None

252.98K

ISHARES TR

DFND

CORE US AGGBD ET

Shares6.33M

TypeSH

Market value$626.16M

0.67%

Sole

6.03M

Shared

1.72K

None

300.64K

COCA COLA CO

DFND

COM

Shares8.71M

TypeSH

Market value$623.60M

0.66%

Sole

8.25M

Shared

13.34K

None

441.80K

ACCENTURE PLC IRELAND

DFND

SHS CLASS A

Shares1.91M

TypeSH

Market value$594.79M

0.63%

Sole

1.80M

Shared

2.12K

None

99.57K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
MICROSOFT CORPDFND	COM	7.16M	SH	$2.69B 2.86%	6.45M	19.37K	693.59K
APPLE INCDFND	COM	11.52M	SH	$2.56B 2.72%	10.19M	36.23K	1.30M
NVIDIA CORPORATIONDFND	COM	18.12M	SH	$1.96B 2.09%	16.50M	51.58K	1.57M
AMAZON COM INCDFND	COM	8.31M	SH	$1.58B 1.68%	7.63M	19.66K	664.18K
VISA INCDFND	COM CL A	3.69M	SH	$1.29B 1.37%	3.38M	3.50K	300.08K
ALPHABET INCDFND	CAP STK CL A	6.54M	SH	$1.01B 1.07%	5.73M	11.99K	797.79K
JPMORGAN CHASE & CO.DFND	COM	4.11M	SH	$1.01B 1.07%	3.69M	12.47K	408.10K
WALMART INCDFND	COM	10.76M	SH	$945.02M 1.00%	10.21M	11.79K	542.54K
HOME DEPOT INCDFND	COM	2.49M	SH	$913.89M 0.97%	2.28M	2.26K	209.11K
PEPSICO INCDFND	COM	6.01M	SH	$901.61M 0.96%	5.44M	7.97K	563.23K
SPDR S&P 500 ETF TRDFND	TR UNIT	1.60M	SH	$895.33M 0.95%	1.54M	3.26K	62K
UNITEDHEALTH GROUP INCDFND	COM	1.61M	SH	$842.02M 0.90%	1.49M	1.71K	119.98K
JOHNSON & JOHNSONDFND	COM	5.01M	SH	$830.25M 0.88%	4.56M	6.66K	443.05K
BROADCOM INCDFND	COM	4.84M	SH	$809.65M 0.86%	4.25M	6.90K	573.85K
PROCTER AND GAMBLE CODFND	COM	4.61M	SH	$786.09M 0.84%	4.28M	7.33K	322.60K
ISHARES TRDFND	CORE MSCI EAFE	10.16M	SH	$768.27M 0.82%	9.73M	18.29K	410.43K
VANGUARD INDEX FDSDFND	S&P 500 ETF SHS	1.48M	SH	$760.15M 0.81%	1.42M	1.22K	54.40K
META PLATFORMS INCDFND	CL A	1.31M	SH	$754.99M 0.80%	1.26M	2.97K	48.32K
COSTCO WHSL CORP NEWDFND	COM	734.43K	SH	$694.77M 0.74%	639.51K	236.00	94.69K
ELI LILLY & CODFND	COM	809.63K	SH	$668.75M 0.71%	673.27K	2.60K	133.76K
MERCK & CO INCDFND	COM	7.45M	SH	$668.27M 0.71%	6.93M	25.44K	489.59K
ISHARES TRDFND	S&P 500 GRWT ETF	7.09M	SH	$657.82M 0.70%	6.83M	5.59K	252.98K
ISHARES TRDFND	CORE US AGGBD ET	6.33M	SH	$626.16M 0.67%	6.03M	1.72K	300.64K
COCA COLA CODFND	COM	8.71M	SH	$623.60M 0.66%	8.25M	13.34K	441.80K
ACCENTURE PLC IRELANDDFND	SHS CLASS A	1.91M	SH	$594.79M 0.63%	1.80M	2.12K	99.57K

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