STIFEL FINANCIAL CORP

Filed: 8/12/2026ACC: 0000720672-26-000012

📋 What this filing means

STIFEL FINANCIAL CORP filed this quarterly 13F‑HR report disclosing 3702 equity positions with a total reported market value of $120.21B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

3702

Positions

$120.21B

Total AUM (reported)

1.17B

Total Shares

Allocation by class

COM$63.36B52.7%

CL A$3.05B2.5%

COM NEW$2.77B2.3%

SHS$2.16B1.8%

CAP STK CL A$2.05B1.7%

COM CL A$1.83B1.5%

CAP STK CL C$1.22B1.0%

Portfolio Concentration

Top 3$8.89B7.4%

4–10$10.93B9.1%

11–25$14.04B11.7%

Rest$86.34B71.8%

Top 3 weight

7.4%

Top 10 weight

16.5%

Voting Authority Distribution

Total shares with voting rights: 1.17B

Sole

Full voting authority

1.08B

% of voting shares92.5%

Shared

Joint voting authority

1.57M

% of voting shares0.1%

None

No voting authority

85.87M

% of voting shares7.4%

Investment Discretion (by position count)

Sole0

Shared0

Other3702

Dominant voting typeSole · 92.5% of voting shares

Institutional Holdings3702

Rows:

NVIDIA CORPORATION

DFND

COM

Shares16.52M

TypeSH

Market value$3.31B

2.75%

Sole

14.97M

Shared

37.20K

None

1.52M

APPLE INC

DFND

COM

Shares11.02M

TypeSH

Market value$3.19B

2.65%

Sole

9.62M

Shared

34.04K

None

1.36M

MICROSOFT CORP

DFND

COM

Shares6.43M

TypeSH

Market value$2.40B

2.00%

Sole

5.77M

Shared

15.74K

None

649.36K

ALPHABET INC

DFND

CAP STK CL A

Shares5.75M

TypeSH

Market value$2.05B

1.71%

Sole

Shared

11.83K

None

736.66K

AMAZON COM INC

DFND

COM

Shares8.45M

TypeSH

Market value$2.01B

1.67%

Sole

7.73M

Shared

19.01K

None

701.16K

BROADCOM INC

DFND

COM

Shares4.51M

TypeSH

Market value$1.70B

1.42%

Sole

3.97M

Shared

6.64K

None

531.54K

CISCO SYS INC

DFND

COM

Shares12.69M

TypeSH

Market value$1.49B

1.24%

Sole

11.82M

Shared

8.92K

None

862K

JPMORGAN CHASE & CO

DFND

COM

Shares3.87M

TypeSH

Market value$1.27B

1.05%

Sole

3.48M

Shared

11.12K

None

370.02K

ALPHABET INC

DFND

CAP STK CL C

Shares3.44M

TypeSH

Market value$1.22B

1.01%

Sole

3.13M

Shared

11.18K

None

305.07K

STATE STR SPDR S&P 500 ETF T

DFND

TR UNIT

Shares1.58M

TypeSH

Market value$1.18B

0.98%

Sole

1.49M

Shared

2.30K

None

89.98K

VANGUARD INDEX FDS

DFND

S&P 500 ETF SHS

Shares1.67M

TypeSH

Market value$1.15B

0.95%

Sole

1.60M

Shared

1.11K

None

68.76K

JOHNSON & JOHNSON

DFND

COM

Shares4.45M

TypeSH

Market value$1.13B

0.94%

Sole

4.13M

Shared

6.59K

None

315.26K

ISHARES TR

DFND

S&P 500 GRWT ETF

Shares8.17M

TypeSH

Market value$1.12B

0.93%

Sole

7.91M

Shared

5.06K

None

253.01K

VISA INC

DFND

COM CL A

Shares3.17M

TypeSH

Market value$1.09B

0.91%

Sole

2.89M

Shared

3.23K

None

275.21K

MERCK & CO INC

DFND

COM

Shares8.17M

TypeSH

Market value$1.05B

0.87%

Sole

7.64M

Shared

24.72K

None

509.39K

ISHARES TR

DFND

CORE MSCI EAFE

Shares10.59M

TypeSH

Market value$1.02B

0.85%

Sole

10.16M

Shared

18.48K

None

409K

ELI LILLY & CO

DFND

COM

Shares786.90K

TypeSH

Market value$943.95M

0.79%

Sole

662.54K

Shared

2.60K

None

121.77K

ABBVIE INC

DFND

COM

Shares3.63M

TypeSH

Market value$912.25M

0.76%

Sole

3.41M

Shared

11.14K

None

205.14K

HOME DEPOT INC

DFND

COM

Shares2.57M

TypeSH

Market value$905.83M

0.75%

Sole

2.34M

Shared

2.18K

None

222.49K

PEPSICO INC

DFND

COM

Shares6.24M

TypeSH

Market value$844.88M

0.70%

Sole

5.74M

Shared

6.39K

None

490.50K

ISHARES TR

DFND

S&P 500 VAL ETF

Shares3.57M

TypeSH

Market value$809.80M

0.67%

Sole

3.44M

Shared

2.88K

None

119.04K

TEXAS INSTRS INC

DFND

COM

Shares2.66M

TypeSH

Market value$792.81M

0.66%

Sole

2.54M

Shared

442.00

None

119.36K

INVESCO QQQ TR

DFND

UNIT SER 1

Shares1.06M

TypeSH

Market value$777.07M

0.65%

Sole

972.57K

Shared

6.68K

None

75.82K

INTERNATIONAL BUSINESS MACHS

DFND

COM

Shares2.74M

TypeSH

Market value$769.56M

0.64%

Sole

2.54M

Shared

5.05K

None

191.08K

ISHARES TR

DFND

CORE US AGGBD ET

Shares7.34M

TypeSH

Market value$726.36M

0.60%

Sole

6.63M

Shared

0.00

None

711.06K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
NVIDIA CORPORATIONDFND	COM	16.52M	SH	$3.31B 2.75%	14.97M	37.20K	1.52M
APPLE INCDFND	COM	11.02M	SH	$3.19B 2.65%	9.62M	34.04K	1.36M
MICROSOFT CORPDFND	COM	6.43M	SH	$2.40B 2.00%	5.77M	15.74K	649.36K
ALPHABET INCDFND	CAP STK CL A	5.75M	SH	$2.05B 1.71%	5M	11.83K	736.66K
AMAZON COM INCDFND	COM	8.45M	SH	$2.01B 1.67%	7.73M	19.01K	701.16K
BROADCOM INCDFND	COM	4.51M	SH	$1.70B 1.42%	3.97M	6.64K	531.54K
CISCO SYS INCDFND	COM	12.69M	SH	$1.49B 1.24%	11.82M	8.92K	862K
JPMORGAN CHASE & CODFND	COM	3.87M	SH	$1.27B 1.05%	3.48M	11.12K	370.02K
ALPHABET INCDFND	CAP STK CL C	3.44M	SH	$1.22B 1.01%	3.13M	11.18K	305.07K
STATE STR SPDR S&P 500 ETF TDFND	TR UNIT	1.58M	SH	$1.18B 0.98%	1.49M	2.30K	89.98K
VANGUARD INDEX FDSDFND	S&P 500 ETF SHS	1.67M	SH	$1.15B 0.95%	1.60M	1.11K	68.76K
JOHNSON & JOHNSONDFND	COM	4.45M	SH	$1.13B 0.94%	4.13M	6.59K	315.26K
ISHARES TRDFND	S&P 500 GRWT ETF	8.17M	SH	$1.12B 0.93%	7.91M	5.06K	253.01K
VISA INCDFND	COM CL A	3.17M	SH	$1.09B 0.91%	2.89M	3.23K	275.21K
MERCK & CO INCDFND	COM	8.17M	SH	$1.05B 0.87%	7.64M	24.72K	509.39K
ISHARES TRDFND	CORE MSCI EAFE	10.59M	SH	$1.02B 0.85%	10.16M	18.48K	409K
ELI LILLY & CODFND	COM	786.90K	SH	$943.95M 0.79%	662.54K	2.60K	121.77K
ABBVIE INCDFND	COM	3.63M	SH	$912.25M 0.76%	3.41M	11.14K	205.14K
HOME DEPOT INCDFND	COM	2.57M	SH	$905.83M 0.75%	2.34M	2.18K	222.49K
PEPSICO INCDFND	COM	6.24M	SH	$844.88M 0.70%	5.74M	6.39K	490.50K
ISHARES TRDFND	S&P 500 VAL ETF	3.57M	SH	$809.80M 0.67%	3.44M	2.88K	119.04K
TEXAS INSTRS INCDFND	COM	2.66M	SH	$792.81M 0.66%	2.54M	442.00	119.36K
INVESCO QQQ TRDFND	UNIT SER 1	1.06M	SH	$777.07M 0.65%	972.57K	6.68K	75.82K
INTERNATIONAL BUSINESS MACHSDFND	COM	2.74M	SH	$769.56M 0.64%	2.54M	5.05K	191.08K
ISHARES TRDFND	CORE US AGGBD ET	7.34M	SH	$726.36M 0.60%	6.63M	0.00	711.06K

Page 1 of 149

…