Filed: 5/12/2026ACC: 0000720672-26-000007
📋 What this filing means
STIFEL FINANCIAL CORP filed this quarterly 13F‑HR report disclosing 3624 equity positions with a total reported market value of $108.79B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3624
Positions
$108.79B
Total AUM (reported)
1.13B
Total Shares
Allocation by class
COM$58.58B53.8%
CL A$2.90B2.7%
COM NEW$2.24B2.1%
SHS$2.02B1.9%
STATE STREET SPD$1.78B1.6%
CAP STK CL A$1.68B1.5%
COM CL A$1.55B1.4%
Portfolio Concentration
Top 3$8.16B7.5%
4–10$9.13B8.4%
11–25$12.74B11.7%
Rest$78.76B72.4%
Top 3 weight
7.5%
Top 10 weight
15.9%
Voting Authority Distribution
Total shares with voting rights: 1.13B
Sole
Full voting authority
1.05B
shares
% of voting shares92.5%
Shared
Joint voting authority
1.43M
shares
% of voting shares0.1%
None
No voting authority
83.02M
shares
% of voting shares7.3%
Investment Discretion (by position count)
Sole0
Shared0
Other3624
Dominant voting typeSole · 92.5% of voting shares
Institutional Holdings3624
Rows:
NVIDIA CORPORATION
DFNDShares16.57M
TypeSH
Market value$2.89B
2.66%
Sole
14.97M
Shared
37.07K
None
1.56M
APPLE INC
DFNDShares11.05M
TypeSH
Market value$2.81B
2.58%
Sole
9.60M
Shared
33.53K
None
1.42M
MICROSOFT CORP
DFNDShares6.66M
TypeSH
Market value$2.47B
2.27%
Sole
5.99M
Shared
16.22K
None
658.28K
AMAZON COM INC
DFNDShares8.26M
TypeSH
Market value$1.72B
1.58%
Sole
7.56M
Shared
19.21K
None
687.17K
ALPHABET INC
DFNDShares5.85M
TypeSH
Market value$1.68B
1.55%
Sole
5.09M
Shared
11.89K
None
749.46K
BROADCOM INC
DFNDShares4.49M
TypeSH
Market value$1.39B
1.28%
Sole
3.94M
Shared
6.70K
None
543.23K
JPMORGAN CHASE & CO
DFNDShares3.85M
TypeSH
Market value$1.13B
1.04%
Sole
3.46M
Shared
11.18K
None
374.43K
JOHNSON & JOHNSON
DFNDShares4.49M
TypeSH
Market value$1.10B
1.01%
Sole
4.16M
Shared
6.60K
None
322.32K
STATE STR SPDR S&P 500 ETF T
DFNDShares1.63M
TypeSH
Market value$1.06B
0.97%
Sole
1.53M
Shared
3.10K
None
89.92K
CISCO SYS INC
DFNDShares13.48M
TypeSH
Market value$1.05B
0.96%
Sole
12.57M
Shared
8.81K
None
901.65K
ISHARES TR
DFNDShares11.48M
TypeSH
Market value$1.04B
0.96%
Sole
11.01M
Shared
18.48K
None
456.13K
MERCK & CO INC
DFNDShares8.29M
TypeSH
Market value$997.43M
0.92%
Sole
7.74M
Shared
24.73K
None
526.75K
VISA INC
DFNDShares3.28M
TypeSH
Market value$991.10M
0.91%
Sole
2.99M
Shared
3.14K
None
286.08K
PEPSICO INC
DFNDShares6.34M
TypeSH
Market value$984.81M
0.91%
Sole
5.83M
Shared
6.37K
None
508.78K
ALPHABET INC
DFNDShares3.38M
TypeSH
Market value$970.89M
0.89%
Sole
3.07M
Shared
11.26K
None
304.82K
VANGUARD INDEX FDS
DFNDShares1.58M
TypeSH
Market value$945.50M
0.87%
Sole
1.52M
Shared
1.14K
None
59.63K
ISHARES TR
DFNDShares7.29M
TypeSH
Market value$824.74M
0.76%
Sole
7.06M
Shared
5.13K
None
230.34K
HOME DEPOT INC
DFNDShares2.50M
TypeSH
Market value$822.18M
0.76%
Sole
2.27M
Shared
2.18K
None
226.71K
ABBVIE INC
DFNDShares3.73M
TypeSH
Market value$811.72M
0.75%
Sole
3.51M
Shared
11.13K
None
212.10K
META PLATFORMS INC
DFNDShares1.39M
TypeSH
Market value$795.19M
0.73%
Sole
1.33M
Shared
3.06K
None
52.37K
ISHARES TR
DFNDShares7.32M
TypeSH
Market value$726.58M
0.67%
Sole
6.68M
Shared
0.00
None
634.49K
LOCKHEED MARTIN CORP
DFNDShares1.20M
TypeSH
Market value$723.65M
0.67%
Sole
1.15M
Shared
462.00
None
51.41K
ELI LILLY & CO
DFNDShares779.16K
TypeSH
Market value$716.74M
0.66%
Sole
655.30K
Shared
2.59K
None
121.27K
COSTCO WHOLESALE CORPORATION
DFNDShares702.92K
TypeSH
Market value$700.57M
0.64%
Sole
611.58K
Shared
206.00
None
91.14K
ISHARES TR
DFNDShares3.26M
TypeSH
Market value$688.56M
0.63%
Sole
3.15M
Shared
2.88K
None
110.26K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 16.57M | SH | $2.89B 2.66% | 14.97M | 37.07K | 1.56M |
APPLE INCDFND | COM | 11.05M | SH | $2.81B 2.58% | 9.60M | 33.53K | 1.42M |
MICROSOFT CORPDFND | COM | 6.66M | SH | $2.47B 2.27% | 5.99M | 16.22K | 658.28K |
AMAZON COM INCDFND | COM | 8.26M | SH | $1.72B 1.58% | 7.56M | 19.21K | 687.17K |
ALPHABET INCDFND | CAP STK CL A | 5.85M | SH | $1.68B 1.55% | 5.09M | 11.89K | 749.46K |
BROADCOM INCDFND | COM | 4.49M | SH | $1.39B 1.28% | 3.94M | 6.70K | 543.23K |
JPMORGAN CHASE & CODFND | COM | 3.85M | SH | $1.13B 1.04% | 3.46M | 11.18K | 374.43K |
JOHNSON & JOHNSONDFND | COM | 4.49M | SH | $1.10B 1.01% | 4.16M | 6.60K | 322.32K |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 1.63M | SH | $1.06B 0.97% | 1.53M | 3.10K | 89.92K |
CISCO SYS INCDFND | COM | 13.48M | SH | $1.05B 0.96% | 12.57M | 8.81K | 901.65K |
ISHARES TRDFND | CORE MSCI EAFE | 11.48M | SH | $1.04B 0.96% | 11.01M | 18.48K | 456.13K |
MERCK & CO INCDFND | COM | 8.29M | SH | $997.43M 0.92% | 7.74M | 24.73K | 526.75K |
VISA INCDFND | COM CL A | 3.28M | SH | $991.10M 0.91% | 2.99M | 3.14K | 286.08K |
PEPSICO INCDFND | COM | 6.34M | SH | $984.81M 0.91% | 5.83M | 6.37K | 508.78K |
ALPHABET INCDFND | CAP STK CL C | 3.38M | SH | $970.89M 0.89% | 3.07M | 11.26K | 304.82K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 1.58M | SH | $945.50M 0.87% | 1.52M | 1.14K | 59.63K |
ISHARES TRDFND | S&P 500 GRWT ETF | 7.29M | SH | $824.74M 0.76% | 7.06M | 5.13K | 230.34K |
HOME DEPOT INCDFND | COM | 2.50M | SH | $822.18M 0.76% | 2.27M | 2.18K | 226.71K |
ABBVIE INCDFND | COM | 3.73M | SH | $811.72M 0.75% | 3.51M | 11.13K | 212.10K |
META PLATFORMS INCDFND | CL A | 1.39M | SH | $795.19M 0.73% | 1.33M | 3.06K | 52.37K |
ISHARES TRDFND | CORE US AGGBD ET | 7.32M | SH | $726.58M 0.67% | 6.68M | 0.00 | 634.49K |
LOCKHEED MARTIN CORPDFND | COM | 1.20M | SH | $723.65M 0.67% | 1.15M | 462.00 | 51.41K |
ELI LILLY & CODFND | COM | 779.16K | SH | $716.74M 0.66% | 655.30K | 2.59K | 121.27K |
COSTCO WHOLESALE CORPORATIONDFND | COM | 702.92K | SH | $700.57M 0.64% | 611.58K | 206.00 | 91.14K |
ISHARES TRDFND | S&P 500 VAL ETF | 3.26M | SH | $688.56M 0.63% | 3.15M | 2.88K | 110.26K |
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