Filed: 8/14/2025ACC: 0000720672-25-000009
📋 What this filing means
STIFEL FINANCIAL CORP filed this quarterly 13F‑HR report disclosing 3462 equity positions with a total reported market value of $102.81B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3462
Positions
$102.81B
Total AUM (reported)
1.06B
Total Shares
Allocation by class
COM$59.12B57.5%
CL A$3.69B3.6%
SHS$2.06B2.0%
COM CL A$1.77B1.7%
COM NEW$1.72B1.7%
CAP STK CL A$1.11B1.1%
TR UNIT$1.04B1.0%
Portfolio Concentration
Top 3$8.78B8.5%
4–10$8.83B8.6%
11–25$11.56B11.2%
Rest$73.64B71.6%
Top 3 weight
8.5%
Top 10 weight
17.1%
Voting Authority Distribution
Total shares with voting rights: 1.06B
Sole
Full voting authority
975.66M
shares
% of voting shares92.1%
Shared
Joint voting authority
1.55M
shares
% of voting shares0.1%
None
No voting authority
82.03M
shares
% of voting shares7.7%
Investment Discretion (by position count)
Sole0
Shared0
Other3462
Dominant voting typeSole · 92.1% of voting shares
Institutional Holdings3462
Rows:
MICROSOFT CORP
DFNDShares7.16M
TypeSH
Market value$3.56B
3.47%
Sole
6.43M
Shared
18.70K
None
713.34K
NVIDIA CORPORATION
DFNDShares18.17M
TypeSH
Market value$2.87B
2.79%
Sole
16.40M
Shared
51.67K
None
1.72M
APPLE INC
DFNDShares11.42M
TypeSH
Market value$2.34B
2.28%
Sole
10M
Shared
35.41K
None
1.39M
AMAZON COM INC
DFNDShares8.45M
TypeSH
Market value$1.85B
1.80%
Sole
7.72M
Shared
19.75K
None
708.32K
BROADCOM INC
DFNDShares4.93M
TypeSH
Market value$1.36B
1.32%
Sole
4.33M
Shared
6.85K
None
589.73K
VISA INC
DFNDShares3.55M
TypeSH
Market value$1.26B
1.23%
Sole
3.25M
Shared
3.40K
None
303.73K
JPMORGAN CHASE & CO.
DFNDShares4.09M
TypeSH
Market value$1.18B
1.15%
Sole
3.66M
Shared
12.04K
None
413.58K
ALPHABET INC
DFNDShares6.28M
TypeSH
Market value$1.11B
1.08%
Sole
5.47M
Shared
11.92K
None
798.89K
WALMART INC
DFNDShares10.62M
TypeSH
Market value$1.04B
1.01%
Sole
10.07M
Shared
11.79K
None
546.19K
SPDR S&P 500 ETF TR
DFNDShares1.66M
TypeSH
Market value$1.02B
1.00%
Sole
1.57M
Shared
3.25K
None
86.04K
META PLATFORMS INC
DFNDShares1.37M
TypeSH
Market value$1.01B
0.98%
Sole
1.31M
Shared
3K
None
53.15K
HOME DEPOT INC
DFNDShares2.53M
TypeSH
Market value$928.76M
0.90%
Sole
2.30M
Shared
2.18K
None
227.64K
VANGUARD INDEX FDS
DFNDShares1.54M
TypeSH
Market value$872.08M
0.85%
Sole
1.48M
Shared
1.22K
None
58.19K
ISHARES TR
DFNDShares9.89M
TypeSH
Market value$825.53M
0.80%
Sole
9.46M
Shared
18.29K
None
409.20K
PEPSICO INC
DFNDShares6.20M
TypeSH
Market value$819.18M
0.80%
Sole
5.60M
Shared
7.74K
None
595.99K
ISHARES TR
DFNDShares7.13M
TypeSH
Market value$784.96M
0.76%
Sole
6.87M
Shared
5.49K
None
253.09K
ORACLE CORP
DFNDShares3.54M
TypeSH
Market value$773.23M
0.75%
Sole
3.32M
Shared
4.67K
None
212.70K
ISHARES TR
DFNDShares7.78M
TypeSH
Market value$772.15M
0.75%
Sole
7.41M
Shared
1.72K
None
372.06K
JOHNSON & JOHNSON
DFNDShares4.96M
TypeSH
Market value$758.30M
0.74%
Sole
4.50M
Shared
6.65K
None
460.74K
PROCTER AND GAMBLE CO
DFNDShares4.67M
TypeSH
Market value$744.25M
0.72%
Sole
4.33M
Shared
7.39K
None
336.65K
COSTCO WHSL CORP NEW
DFNDShares748.57K
TypeSH
Market value$741.22M
0.72%
Sole
649.22K
Shared
222.00
None
99.13K
NETFLIX INC
DFNDShares482.58K
TypeSH
Market value$646.24M
0.63%
Sole
411.10K
Shared
93.00
None
71.39K
ELI LILLY & CO
DFNDShares826.75K
TypeSH
Market value$644.55M
0.63%
Sole
683.79K
Shared
2.59K
None
140.37K
CISCO SYS INC
DFNDShares9.04M
TypeSH
Market value$626.96M
0.61%
Sole
8.34M
Shared
8.92K
None
685.67K
TEXAS INSTRS INC
DFNDShares2.96M
TypeSH
Market value$614.12M
0.60%
Sole
2.82M
Shared
1.45K
None
131.67K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 7.16M | SH | $3.56B 3.47% | 6.43M | 18.70K | 713.34K |
NVIDIA CORPORATIONDFND | COM | 18.17M | SH | $2.87B 2.79% | 16.40M | 51.67K | 1.72M |
APPLE INCDFND | COM | 11.42M | SH | $2.34B 2.28% | 10M | 35.41K | 1.39M |
AMAZON COM INCDFND | COM | 8.45M | SH | $1.85B 1.80% | 7.72M | 19.75K | 708.32K |
BROADCOM INCDFND | COM | 4.93M | SH | $1.36B 1.32% | 4.33M | 6.85K | 589.73K |
VISA INCDFND | COM CL A | 3.55M | SH | $1.26B 1.23% | 3.25M | 3.40K | 303.73K |
JPMORGAN CHASE & CO.DFND | COM | 4.09M | SH | $1.18B 1.15% | 3.66M | 12.04K | 413.58K |
ALPHABET INCDFND | CAP STK CL A | 6.28M | SH | $1.11B 1.08% | 5.47M | 11.92K | 798.89K |
WALMART INCDFND | COM | 10.62M | SH | $1.04B 1.01% | 10.07M | 11.79K | 546.19K |
SPDR S&P 500 ETF TRDFND | TR UNIT | 1.66M | SH | $1.02B 1.00% | 1.57M | 3.25K | 86.04K |
META PLATFORMS INCDFND | CL A | 1.37M | SH | $1.01B 0.98% | 1.31M | 3K | 53.15K |
HOME DEPOT INCDFND | COM | 2.53M | SH | $928.76M 0.90% | 2.30M | 2.18K | 227.64K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 1.54M | SH | $872.08M 0.85% | 1.48M | 1.22K | 58.19K |
ISHARES TRDFND | CORE MSCI EAFE | 9.89M | SH | $825.53M 0.80% | 9.46M | 18.29K | 409.20K |
PEPSICO INCDFND | COM | 6.20M | SH | $819.18M 0.80% | 5.60M | 7.74K | 595.99K |
ISHARES TRDFND | S&P 500 GRWT ETF | 7.13M | SH | $784.96M 0.76% | 6.87M | 5.49K | 253.09K |
ORACLE CORPDFND | COM | 3.54M | SH | $773.23M 0.75% | 3.32M | 4.67K | 212.70K |
ISHARES TRDFND | CORE US AGGBD ET | 7.78M | SH | $772.15M 0.75% | 7.41M | 1.72K | 372.06K |
JOHNSON & JOHNSONDFND | COM | 4.96M | SH | $758.30M 0.74% | 4.50M | 6.65K | 460.74K |
PROCTER AND GAMBLE CODFND | COM | 4.67M | SH | $744.25M 0.72% | 4.33M | 7.39K | 336.65K |
COSTCO WHSL CORP NEWDFND | COM | 748.57K | SH | $741.22M 0.72% | 649.22K | 222.00 | 99.13K |
NETFLIX INCDFND | COM | 482.58K | SH | $646.24M 0.63% | 411.10K | 93.00 | 71.39K |
ELI LILLY & CODFND | COM | 826.75K | SH | $644.55M 0.63% | 683.79K | 2.59K | 140.37K |
CISCO SYS INCDFND | COM | 9.04M | SH | $626.96M 0.61% | 8.34M | 8.92K | 685.67K |
TEXAS INSTRS INCDFND | COM | 2.96M | SH | $614.12M 0.60% | 2.82M | 1.45K | 131.67K |
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