STIFEL FINANCIAL CORP: 13F holdings, Q2 2026
STIFEL FINANCIAL CORP reported 3,689 positions worth $120.20B in its Form 13F for Q2 2026 (vs. $108.79B in Q1 2026), filed 2026-08-12.
Top holdings
| Ticker | Company | Value | % of portfolio | Shares | vs. Q1 2026 |
|---|---|---|---|---|---|
| - | NVIDIA CORPORATION | $3.31B | 2.7% | 16,520,061 | same |
| AAPL | APPLE INC | $3.19B | 2.7% | 11,015,826 | same |
| - | MICROSOFT CORP | $2.40B | 2.0% | 6,433,235 | -3% |
| GOOGL | ALPHABET INC-CL A | $2.05B | 1.7% | 5,746,787 | -2% |
| AMZN | AMAZON.COM INC | $2.01B | 1.7% | 8,445,681 | +2% |
| AVGO | BROADCOM INC | $1.70B | 1.4% | 4,510,303 | same |
| CSCO | CISCO SYS INC | $1.49B | 1.2% | 12,692,951 | -6% |
| - | JPMORGAN CHASE & CO | $1.27B | 1.1% | 3,865,671 | same |
| GOOG | ALPHABET INC-CL C | $1.22B | 1.0% | 3,442,790 | +2% |
| - | STATE STR SPDR S&P 500 ETF T | $1.18B | 1.0% | 1,584,389 | -3% |
| - | VANGUARD INDEX FDS | $1.15B | 1.0% | 1,667,490 | +5% |
| - | JOHNSON & JOHNSON | $1.13B | 0.9% | 4,454,737 | -1% |
| - | ISHARES TR | $1.12B | 0.9% | 8,171,635 | +12% |
| - | VISA INC | $1.09B | 0.9% | 3,173,435 | -3% |
| - | MERCK & CO INC | $1.05B | 0.9% | 8,169,394 | -1% |
| - | ISHARES TR | $1.02B | 0.9% | 10,588,773 | -8% |
| LLY | ELI LILLY & CO | $943.95M | 0.8% | 786,902 | +1% |
| ABBV | ABBVIE INC | $912.25M | 0.8% | 3,625,155 | -3% |
| - | HOME DEPOT INC | $905.83M | 0.8% | 2,568,267 | +3% |
| - | PEPSICO INC | $844.88M | 0.7% | 6,239,792 | -2% |
| - | ISHARES TR | $809.80M | 0.7% | 3,566,472 | +9% |
| - | TEXAS INSTRS INC | $792.81M | 0.7% | 2,659,759 | -10% |
| - | INVESCO QQQ TR | $777.07M | 0.6% | 1,055,072 | -3% |
| - | INTERNATIONAL BUSINESS MACHS | $769.56M | 0.6% | 2,736,515 | +2% |
| - | ISHARES TR | $726.36M | 0.6% | 7,338,388 | same |
| - | PALO ALTO NETWORKS INC | $719.04M | 0.6% | 2,108,508 | -3% |
| META | META PLATFORMS INC | $693.75M | 0.6% | 1,231,479 | -11% |
| - | PROCTER & GAMBLE CO | $676.92M | 0.6% | 4,616,122 | +1% |
| - | ISHARES TR | $676.39M | 0.6% | 903,149 | +26% |
| APH | AMPHENOL CORP-CL A | $663.58M | 0.6% | 3,763,474 | +2% |
Sold out in Q2 2026
| Ticker | Company | Value in Q1 2026 |
|---|---|---|
| - | HONEYWELL INTL INC | $403.96M |
| - | CARNIVAL CORP | $21.69M |
| CTRA | COTERRA ENERGY INC | $21.52M |
| - | THOMSON REUTERS CORP | $14.94M |
| DWDPEUR | DUPONT DE NEMOURS INC | $13.27M |
| HDGE | ADVISORSHARES ACTIVE BEAR ET | $5.26M |
| WIX | WIX COM LTD | $4.86M |
| - | ASCENDIS PHARMA A/S | $4.48M |
| - | WORTHINGTON ENTERPRISES INC | $4.39M |
| SNWV | SANUWAVE HEALTH INC | $4.35M |
Every fund's full quarter-over-quarter changes are in the institutional holdings dataset. Source: SEC Form 13F. Not investment advice.