Filed: 11/12/2025ACC: 0000720672-25-000015
📋 What this filing means
STIFEL FINANCIAL CORP filed this quarterly 13F‑HR report disclosing 3531 equity positions with a total reported market value of $109.53B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3531
Positions
$109.53B
Total AUM (reported)
1.08B
Total Shares
Allocation by class
COM$61.57B56.2%
CL A$3.61B3.3%
SHS$2.19B2.0%
COM NEW$1.87B1.7%
COM CL A$1.83B1.7%
CAP STK CL A$1.51B1.4%
TR UNIT$1.10B1.0%
Portfolio Concentration
Top 3$9.86B9.0%
4–10$9.51B8.7%
11–25$12.71B11.6%
Rest$77.44B70.7%
Top 3 weight
9.0%
Top 10 weight
17.7%
Voting Authority Distribution
Total shares with voting rights: 1.08B
Sole
Full voting authority
1B
shares
% of voting shares92.4%
Shared
Joint voting authority
1.55M
shares
% of voting shares0.1%
None
No voting authority
80.48M
shares
% of voting shares7.4%
Investment Discretion (by position count)
Sole0
Shared0
Other3531
Dominant voting typeSole · 92.4% of voting shares
Institutional Holdings3531
Rows:
MICROSOFT CORP
DFNDShares7.12M
TypeSH
Market value$3.69B
3.37%
Sole
6.40M
Shared
18.13K
None
706.53K
NVIDIA CORPORATION
DFNDShares17.40M
TypeSH
Market value$3.25B
2.96%
Sole
15.72M
Shared
51.90K
None
1.63M
APPLE INC
DFNDShares11.49M
TypeSH
Market value$2.93B
2.67%
Sole
9.96M
Shared
35.83K
None
1.49M
AMAZON COM INC
DFNDShares8.39M
TypeSH
Market value$1.84B
1.68%
Sole
7.67M
Shared
19.51K
None
704.23K
BROADCOM INC
DFNDShares4.73M
TypeSH
Market value$1.56B
1.43%
Sole
4.15M
Shared
6.79K
None
572.54K
ALPHABET INC
DFNDShares6.22M
TypeSH
Market value$1.51B
1.38%
Sole
5.42M
Shared
12.19K
None
790.87K
JPMORGAN CHASE & CO.
DFNDShares3.92M
TypeSH
Market value$1.23B
1.13%
Sole
3.51M
Shared
11.68K
None
398.08K
VISA INC
DFNDShares3.48M
TypeSH
Market value$1.19B
1.09%
Sole
3.17M
Shared
3.23K
None
304.18K
SPDR S&P 500 ETF TR
DFNDShares1.65M
TypeSH
Market value$1.10B
1.01%
Sole
1.56M
Shared
3.20K
None
86.67K
WALMART INC
DFNDShares10.41M
TypeSH
Market value$1.07B
0.98%
Sole
9.84M
Shared
11.77K
None
560.99K
HOME DEPOT INC
DFNDShares2.55M
TypeSH
Market value$1.03B
0.94%
Sole
2.32M
Shared
2.24K
None
228.73K
META PLATFORMS INC
DFNDShares1.39M
TypeSH
Market value$1.02B
0.93%
Sole
1.33M
Shared
3K
None
53.22K
VANGUARD INDEX FDS
DFNDShares1.57M
TypeSH
Market value$959.89M
0.88%
Sole
1.51M
Shared
1.15K
None
59.71K
CISCO SYS INC
DFNDShares13.73M
TypeSH
Market value$939.65M
0.86%
Sole
12.83M
Shared
8.91K
None
897.03K
JOHNSON & JOHNSON
DFNDShares5.06M
TypeSH
Market value$938.93M
0.86%
Sole
4.59M
Shared
6.65K
None
469.85K
PEPSICO INC
DFNDShares6.55M
TypeSH
Market value$919.45M
0.84%
Sole
5.92M
Shared
6.69K
None
617.86K
ISHARES TR
DFNDShares10.31M
TypeSH
Market value$899.77M
0.82%
Sole
9.85M
Shared
18.29K
None
434.45K
ISHARES TR
DFNDShares7.16M
TypeSH
Market value$864.19M
0.79%
Sole
6.91M
Shared
5.22K
None
244.67K
ALPHABET INC
DFNDShares3.32M
TypeSH
Market value$807.95M
0.74%
Sole
2.98M
Shared
11.66K
None
329.96K
INTERNATIONAL BUSINESS MACHS
DFNDShares2.77M
TypeSH
Market value$781.57M
0.71%
Sole
2.57M
Shared
5.16K
None
197.34K
ORACLE CORP
DFNDShares2.67M
TypeSH
Market value$749.52M
0.68%
Sole
2.49M
Shared
3.83K
None
174.88K
MERCK & CO INC
DFNDShares8.72M
TypeSH
Market value$731.95M
0.67%
Sole
8.13M
Shared
25.07K
None
568.31K
PROCTER AND GAMBLE CO
DFNDShares4.67M
TypeSH
Market value$717.61M
0.66%
Sole
4.32M
Shared
7.41K
None
345.69K
COSTCO WHSL CORP NEW
DFNDShares746.61K
TypeSH
Market value$691.25M
0.63%
Sole
649.94K
Shared
222.00
None
96.45K
ISHARES TR
DFNDShares6.53M
TypeSH
Market value$654.21M
0.60%
Sole
6.17M
Shared
1.72K
None
357.17K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 7.12M | SH | $3.69B 3.37% | 6.40M | 18.13K | 706.53K |
NVIDIA CORPORATIONDFND | COM | 17.40M | SH | $3.25B 2.96% | 15.72M | 51.90K | 1.63M |
APPLE INCDFND | COM | 11.49M | SH | $2.93B 2.67% | 9.96M | 35.83K | 1.49M |
AMAZON COM INCDFND | COM | 8.39M | SH | $1.84B 1.68% | 7.67M | 19.51K | 704.23K |
BROADCOM INCDFND | COM | 4.73M | SH | $1.56B 1.43% | 4.15M | 6.79K | 572.54K |
ALPHABET INCDFND | CAP STK CL A | 6.22M | SH | $1.51B 1.38% | 5.42M | 12.19K | 790.87K |
JPMORGAN CHASE & CO.DFND | COM | 3.92M | SH | $1.23B 1.13% | 3.51M | 11.68K | 398.08K |
VISA INCDFND | COM CL A | 3.48M | SH | $1.19B 1.09% | 3.17M | 3.23K | 304.18K |
SPDR S&P 500 ETF TRDFND | TR UNIT | 1.65M | SH | $1.10B 1.01% | 1.56M | 3.20K | 86.67K |
WALMART INCDFND | COM | 10.41M | SH | $1.07B 0.98% | 9.84M | 11.77K | 560.99K |
HOME DEPOT INCDFND | COM | 2.55M | SH | $1.03B 0.94% | 2.32M | 2.24K | 228.73K |
META PLATFORMS INCDFND | CL A | 1.39M | SH | $1.02B 0.93% | 1.33M | 3K | 53.22K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 1.57M | SH | $959.89M 0.88% | 1.51M | 1.15K | 59.71K |
CISCO SYS INCDFND | COM | 13.73M | SH | $939.65M 0.86% | 12.83M | 8.91K | 897.03K |
JOHNSON & JOHNSONDFND | COM | 5.06M | SH | $938.93M 0.86% | 4.59M | 6.65K | 469.85K |
PEPSICO INCDFND | COM | 6.55M | SH | $919.45M 0.84% | 5.92M | 6.69K | 617.86K |
ISHARES TRDFND | CORE MSCI EAFE | 10.31M | SH | $899.77M 0.82% | 9.85M | 18.29K | 434.45K |
ISHARES TRDFND | S&P 500 GRWT ETF | 7.16M | SH | $864.19M 0.79% | 6.91M | 5.22K | 244.67K |
ALPHABET INCDFND | CAP STK CL C | 3.32M | SH | $807.95M 0.74% | 2.98M | 11.66K | 329.96K |
INTERNATIONAL BUSINESS MACHSDFND | COM | 2.77M | SH | $781.57M 0.71% | 2.57M | 5.16K | 197.34K |
ORACLE CORPDFND | COM | 2.67M | SH | $749.52M 0.68% | 2.49M | 3.83K | 174.88K |
MERCK & CO INCDFND | COM | 8.72M | SH | $731.95M 0.67% | 8.13M | 25.07K | 568.31K |
PROCTER AND GAMBLE CODFND | COM | 4.67M | SH | $717.61M 0.66% | 4.32M | 7.41K | 345.69K |
COSTCO WHSL CORP NEWDFND | COM | 746.61K | SH | $691.25M 0.63% | 649.94K | 222.00 | 96.45K |
ISHARES TRDFND | CORE US AGGBD ET | 6.53M | SH | $654.21M 0.60% | 6.17M | 1.72K | 357.17K |
Page 1 of 142
…