Overview Institutions Holdings

13F long positions as filed. Not full AUM, not shorts.

Institution · CIK 0000720672 · 2026 Q2 · vs 2026 Q1 · Filed 12 Aug 2026 (11 days ago)

STIFEL FINANCIAL CORP

Reported book: $120.2B
Positions: 3,383

Reported book trail

50 quarters on file · 2014 Q1 to 2026 Q2

2014 Q12015 Q42017 Q32019 Q22021 Q12022 Q42024 Q32026 Q2

The book

Top 200 of 3,383 positions · 71% of the book

CutAdded· vs 2026 Q1

NVDA$3.3B▲ +$415.9M AAPL$3.2B▲ +$382.3M MSFT$2.4B▼ -$66.9M GOOGL$2.1B▲ +$371.7M AMZN$2.0B▲ +$292.3M AVGO$1.7B▲ +$313.2M CSCO$1.5B▲ +$445.2M JPM$1.3B▲ +$133.0M GOOG$1.2B▲ +$245.6M SPY$1.2B▲ +$124.6M VOO$1.1B▲ +$199.8M JNJ$1.1B▲ +$34.1M IVW$1.1B▲ +$299.1M V$1.1B MRK$1.0B IEFA$1.0B LLY$943.9M ABBV$912.2M HD$905.8M PEP$844.9M IVE$809.8M TXN$792.8M QQQ$777.1M IBM$769.6M AGG$726.4M PANW$719.0M META$693.8M PG$676.9M IVV$676.4M APH$663.6M GLW$660.7M KO$658.1M COST$650.9M CAT$629.5M ETN$606.7M VEA LMT IWF UNP$573.5M AMGN$560.7M TSM$559.5M CVX$506.2M AMAT BIL VMBS IEMG MDT GWW TJX WM IWD ADP CL ASML USIG CMI RTX ITW NFLX MU BRK-B CHD VTV VUG VGT GEV WMT MRSH XOM VB GE MBB MRVL ACN XLK MS ABT MA VZ GS RSG CGDV MCD VWO TMO LRCX TSLA ADI VEU CB YUM WMB FERG ITOT LIN PLD MSI DE BAC MCO VTI VTWO EQAL UNH SF AXP TGT BX CRWD PM AMD PH C PWR UBER EUSA IEI VIG NEE MET GLD PFE VO TSCO HYG SPDW VYM HSY DGRO RDVY WFC RSP BA UPS NOW SPYG JBHT VRT HONA ORLY HON TLT PAYX CTAS BR EMXC IJH ADBE SPYV USB DYNF SLB ISRG SPGI DELL IUSB SYK TBIL VONE TLH SHY IGSB IEF IWM QCOM SDVY ORCL FAST IAU GVI CASY SCHR IJR CNI ANET VOT JEPI EFA AEP CRM EQIX EPD GLDM BHVN STX SHEL VOE GILD WEC KLAC VLO ENB APD CGGR SNA

Shares added · vs 2026 Q1

Ranked by dollar move

AVGO$1.7B held · +0% of shares · +$313.2M value+17.5K sh
MU$401.9M held · +18% of shares · +$302.4M value+53.5K sh
IVW$1.1B held · +12% of shares · +$299.1M value+880.2K sh
AMZN$2.0B held · +2% of shares · +$292.3M value+184.2K sh
GOOG$1.2B held · +2% of shares · +$245.6M value+58.3K sh
LLY$943.9M held · +1% of shares · +$227.2M value+7.7K sh
CAT$629.5M held · +2% of shares · +$220.4M value+13.7K sh
IVV$676.4M held · +26% of shares · +$206.6M value+184.0K sh
VOO$1.1B held · +5% of shares · +$199.8M value+85.3K sh
APH$663.6M held · +2% of shares · +$195.1M value+55.8K sh
TSM$559.5M held · +6% of shares · +$186.7M value+68.3K sh
AMD$258.0M held · +2% of shares · +$169.7M value+9.8K sh
LRCX$316.6M held · +5% of shares · +$167.6M value+33.4K sh
GE$356.7M held · +36% of shares · +$157.2M value+251.4K sh
JPM$1.3B held · +0% of shares · +$133.0M value+16.4K sh
IEMG$475.4M held · +16% of shares · +$130.0M value+786.9K sh
IWD$441.7M held · +24% of shares · +$128.5M value+356.1K sh
VTWO$275.5M held · +53% of shares · +$127.3M value+789.8K sh
IVE$809.8M held · +9% of shares · +$121.2M value+305.5K sh
IBM$769.6M held · +2% of shares · +$120.6M value+59.3K sh
XLK$348.0M held · +6% of shares · +$118.5M value+99.7K sh
GEV$379.3M held · +5% of shares · +$110.9M value+15.3K sh
VGT$388.2M held · -1% of shares · +$102.3M value · 8:1 split-29.9K sh
TSCO$235.2M held · +2% of shares · -$96.8M value+111.0K sh
UNH$272.4M held · +1% of shares · +$96.2M value+4.5K sh
STX$147.3M held · +15% of shares · +$95.5M value+20.4K sh
ACN$350.9M held · +28% of shares · -$85.7M value+617.9K sh
RACE$90.9M held · +1308% of shares · +$85.0M value+226.7K sh
NFLX$402.4M held · +11% of shares · -$84.7M value+569.8K sh
HD$905.8M held · +3% of shares · +$83.6M value+68.6K sh
VEA$597.2M held · +4% of shares · +$79.5M value+302.0K sh
EMXC$195.7M held · +27% of shares · +$77.0M value+404.2K sh
MS$345.5M held · +1% of shares · +$75.8M value+14.1K sh
KLAC$143.6M held · -0% of shares · +$73.4M value · 10:1 split-805 sh
VMBS$478.2M held · +18% of shares · +$70.1M value+1.52M sh
UBER$255.7M held · +37% of shares · +$69.9M value+960.3K sh
VUG$388.3M held · +2% of shares · +$65.6M value · 6:1 split+75.6K sh
VTV$396.4M held · +8% of shares · +$64.5M value+127.4K sh
ADP$436.6M held · +6% of shares · +$64.2M value+116.8K sh
PWR$256.2M held · +2% of shares · +$64.0M value+5.7K sh
BHVN$147.9M held · +0% of shares · +$63.8M value+280 sh
SPSM$120.0M held · +72% of shares · +$61.7M value+874.1K sh
CGDV$321.4M held · +7% of shares · +$61.1M value+402.9K sh
USIG$424.4M held · +16% of shares · +$60.2M value+1.17M sh
GS$327.6M held · +2% of shares · +$58.8M value+6.1K sh
TBIL$177.1M held · +49% of shares · +$58.2M value+1.17M sh
C$257.1M held · +4% of shares · +$56.8M value+70.6K sh
AXP$269.3M held · +11% of shares · +$52.7M value+80.1K sh
BIL$492.3M held · +12% of shares · +$52.6M value+574.2K sh
VB$359.7M held · +1% of shares · +$52.2M value+12.8K sh
SHY$174.5M held · +41% of shares · +$50.2M value+619.5K sh
ANET$160.2M held · +5% of shares · +$49.6M value+41.9K sh
BE$81.6M held · +11% of shares · +$48.6M value+25.8K sh
VZ$328.2M held · +4% of shares · -$47.6M value+264.6K sh
ITOT$286.1M held · +3% of shares · +$46.3M value+57.9K sh
MET$246.7M held · +3% of shares · +$46.1M value+78.9K sh
DYNF$188.5M held · +13% of shares · +$45.2M value+309.3K sh
IUSB$179.0M held · +33% of shares · +$43.9M value+952.8K sh
EUSA$253.8M held · +7% of shares · +$42.9M value+150.3K sh
RDVY$216.8M held · +5% of shares · +$42.5M value+121.4K sh
CTSH$80.6M held · +4% of shares · -$42.0M value+82.5K sh
DE$280.0M held · +4% of shares · +$41.1M value+17.3K sh
VTI$277.9M held · +2% of shares · +$40.8M value+12.1K sh
SPYV$191.2M held · +18% of shares · +$40.5M value+481.7K sh
CGGR$137.4M held · +20% of shares · +$39.6M value+477.7K sh
IWF$574.8M held · -8% of shares · +$39.6M value · 4:1 split-391.7K sh
XLI$117.1M held · +29% of shares · +$38.0M value+142.9K sh
BX$262.0M held · +14% of shares · +$37.9M value+278.1K sh
URI$99.5M held · +1% of shares · +$35.9M value+528 sh
HSY$218.3M held · +2% of shares · -$35.2M value+24.9K sh
MTUM$114.9M held · +1% of shares · +$35.0M value+2.5K sh
BR$197.6M held · +1% of shares · -$34.5M value+14.6K sh
VEU$302.0M held · +1% of shares · +$34.3M value+41.4K sh
PFE$240.3M held · +2% of shares · -$34.0M value+211.1K sh
ROK$107.0M held · +5% of shares · +$33.5M value+11.2K sh
PM$259.5M held · +4% of shares · +$32.4M value+61.1K sh
VONE$175.8M held · +6% of shares · +$31.7M value+30.7K sh
MCD$321.1M held · +5% of shares · -$31.3M value+54.0K sh
PAYX$201.1M held · +11% of shares · +$31.1M value+199.7K sh
SOXX$62.8M held · +1% of shares · +$30.9M value+874 sh
CB$297.1M held · +6% of shares · +$30.0M value+52.4K sh
PH$257.6M held · +3% of shares · +$29.7M value+8.7K sh
PGR$60.2M held · +79% of shares · +$29.6M value+121.2K sh
NVO$71.7M held · +29% of shares · +$29.2M value+339.0K sh
VPL$34.8M held · +408% of shares · +$29.0M value+241.4K sh
SGOV$99.1M held · +41% of shares · +$28.7M value+285.1K sh
SNDK$32.3M held · +145% of shares · +$28.6M value+8.4K sh
IAU$168.1M held · +0% of shares · -$28.0M value+1.6K sh
TLH$175.3M held · +19% of shares · +$27.5M value+279.3K sh
T$72.0M held · +1% of shares · -$27.4M value+47.4K sh
SPMD$32.4M held · +465% of shares · +$27.4M value+395.1K sh
VO$235.5M held · +1% of shares · +$27.1M value · 4:1 split+20.9K sh
XLB$37.6M held · +248% of shares · +$26.9M value+526.6K sh
VOT$159.1M held · +1% of shares · +$26.9M value+5.8K sh
SHEL$147.1M held · +1% of shares · -$26.8M value+27.0K sh
TROW$96.1M held · +10% of shares · +$26.6M value+74.3K sh
SPYM$52.6M held · +75% of shares · +$26.3M value+255.4K sh
ADBE$191.9M held · +5% of shares · -$25.5M value+41.6K sh
IEF$171.8M held · +18% of shares · +$25.0M value+278.1K sh
VIG$247.6M held · +1% of shares · +$24.9M value+11.0K sh

1–100 of 1,719

Shares cut · vs 2026 Q1

Ranked by dollar move

CSCO$1.5B held · -6% of shares · +$445.2M value-784.0K sh
NVDA$3.3B held · -0% of shares · +$415.9M value-49.0K sh
AAPL$3.2B held · -0% of shares · +$382.3M value-37.6K sh
PANW$719.0M held · -3% of shares · +$371.8M value-57.6K sh
GOOGL$2.1B held · -2% of shares · +$371.7M value-102.6K sh
APD$137.9M held · -71% of shares · -$339.8M value-1.17M sh
GLW$660.7M held · -3% of shares · +$297.2M value-86.5K sh
XOM$362.1M held · -29% of shares · -$270.5M value-1.08M sh
AMAT$498.1M held · -4% of shares · +$253.8M value-26.0K sh
TXN$792.8M held · -10% of shares · +$221.8M value-281.6K sh
QUAL$98.5M held · -72% of shares · -$214.5M value-1.18M sh
HON$201.5M held · +1% of shares · -$202.4M value · 1:2 reverse split+6.5K sh
MRVL$352.6M held · -34% of shares · +$175.0M value-609.1K sh
QQQ$777.1M held · -3% of shares · +$150.6M value-30.2K sh
PEP$844.9M held · -2% of shares · -$139.9M value-101.8K sh
CVX$506.2M held · -1% of shares · -$131.9M value-30.4K sh
LMT$594.5M held · -3% of shares · -$129.2M value-30.4K sh
SPY$1.2B held · -3% of shares · +$124.6M value-43.3K sh
CRWD$261.4M held · -5% of shares · +$121.3M value-16.3K sh
META$693.8M held · -11% of shares · -$101.4M value-158.3K sh
ABBV$912.2M held · -3% of shares · +$100.5M value-107.0K sh
V$1.1B held · -3% of shares · +$97.7M value-105.6K sh
ASML$425.3M held · -14% of shares · +$96.7M value-35.0K sh
INTU$49.4M held · -43% of shares · -$93.6M value-141.4K sh
ETN$606.7M held · -1% of shares · +$90.3M value-20.0K sh
INTC$121.9M held · -23% of shares · +$72.1M value-256.2K sh
GWW$459.3M held · -6% of shares · +$68.0M value-21.1K sh
MSFT$2.4B held · -3% of shares · -$66.9M value-230.3K sh
DELL$183.3M held · -43% of shares · +$60.3M value-324.6K sh
CRDO$92.6M held · -5% of shares · +$59.1M value-16.5K sh
DOW$96.5M held · -3% of shares · -$54.7M value-102.0K sh
HYBB$1.9M held · -97% of shares · -$53.4M value-1.15M sh
MRK$1.0B held · -1% of shares · +$52.4M value-122.4K sh
ABT$344.6M held · -2% of shares · -$52.3M value-67.7K sh
IJR$162.6M held · -36% of shares · -$51.4M value-624.8K sh
VRT$206.6M held · -1% of shares · +$50.7M value-5.2K sh
FTNT$108.1M held · -1% of shares · +$49.8M value-9.9K sh
COST$650.9M held · -1% of shares · -$49.7M value-7.3K sh
BSX$75.2M held · -11% of shares · -$49.0M value-217.0K sh
PLTR$111.5M held · -13% of shares · -$48.8M value-140.2K sh
UNP$573.5M held · -3% of shares · +$48.3M value-56.1K sh
GLD$244.6M held · -2% of shares · -$48.0M value-16.0K sh
ADI$304.0M held · -5% of shares · +$46.9M value-42.9K sh
IGSB$171.9M held · -21% of shares · -$45.5M value-856.4K sh
WMT$375.8M held · -2% of shares · -$45.4M value-71.2K sh
SPMB$131.5M held · -25% of shares · -$44.6M value-1.97M sh
JBHT$208.6M held · -8% of shares · +$43.4M value-58.7K sh
WM$448.9M held · -6% of shares · -$42.4M value-123.9K sh
CRM$151.1M held · -5% of shares · -$39.2M value-54.9K sh
SPYG$211.4M held · -1% of shares · +$36.4M value-10.7K sh
EFV$58.9M held · -40% of shares · -$36.1M value-507.9K sh
TSLA$315.4M held · -0% of shares · +$35.8M value-2.2K sh
JNJ$1.1B held · -1% of shares · +$34.1M value-34.4K sh
IEI$252.2M held · -11% of shares · -$32.9M value-256.4K sh
ALAB$46.9M held · -27% of shares · +$32.3M value-36.5K sh
COP$86.0M held · -7% of shares · -$31.7M value-64.6K sh
MRSH$368.7M held · -4% of shares · -$31.5M value-95.0K sh
CMI$423.3M held · -29% of shares · -$29.2M value-247.5K sh
TJX$450.6M held · -1% of shares · -$29.1M value-29.7K sh
RSG$324.2M held · -6% of shares · -$28.8M value-90.0K sh
SMH$81.5M held · -10% of shares · +$28.5M value-14.0K sh
SYK$178.9M held · -10% of shares · -$28.3M value-62.4K sh
BAC$278.7M held · -5% of shares · +$28.0M value-251.9K sh
FLEX$53.6M held · -16% of shares · +$27.7M value-65.0K sh
ROL$94.6M held · -1% of shares · -$27.2M value-14.6K sh
SPGI$185.4M held · -9% of shares · -$26.9M value-43.9K sh
WDC$71.8M held · -33% of shares · +$26.7M value-54.3K sh
IAGG$2.9M held · -90% of shares · -$26.1M value-521.4K sh
SCHR$164.4M held · -13% of shares · -$25.5M value-955.7K sh
RGA$46.7M held · -37% of shares · -$24.7M value-130.0K sh
ZTS$18.1M held · -30% of shares · -$24.3M value-106.2K sh
LHX$43.9M held · -23% of shares · -$23.9M value-45.5K sh
HUN$27.1M held · -33% of shares · -$23.5M value-1.25M sh
KO$658.1M held · -3% of shares · +$23.5M value-247.2K sh
SHV$74.2M held · -24% of shares · -$23.4M value-212.1K sh
GVI$167.1M held · -12% of shares · -$23.4M value-210.9K sh
SLV$45.9M held · -15% of shares · -$23.2M value-156.3K sh
BAI$79.2M held · -12% of shares · +$23.2M value-198.2K sh
IJH$192.8M held · -1% of shares · +$22.6M value-20.7K sh
USB$189.0M held · -2% of shares · +$22.3M value-76.4K sh
GILD$145.6M held · -4% of shares · -$22.0M value-49.8K sh
XLU$94.4M held · -17% of shares · -$21.4M value-440.5K sh
ODFL$26.6M held · -50% of shares · -$21.3M value-122.5K sh
MNST$91.6M held · -2% of shares · +$21.3M value-17.8K sh
BRK-B$401.9M held · -9% of shares · -$21.1M value-79.6K sh
SCHO$134.0M held · -13% of shares · -$20.3M value-808.7K sh
MSI$284.7M held · -2% of shares · -$20.0M value-16.6K sh
ILMN$78.5M held · -6% of shares · +$19.9M value-28.7K sh
CNI$162.2M held · -2% of shares · +$19.2M value-31.1K sh
EQAL$274.2M held · -0% of shares · +$18.4M value-14.1K sh
ICE$42.4M held · -11% of shares · -$18.4M value-42.1K sh
CME$47.1M held · -4% of shares · -$18.3M value-8.0K sh
NEE$246.7M held · -1% of shares · -$18.0M value-39.2K sh
IEFA$1.0B held · -8% of shares · -$16.7M value-892.3K sh
CVS$73.5M held · -11% of shares · +$16.2M value-86.9K sh
TTE$51.5M held · -11% of shares · -$16.2M value-82.1K sh
STLD$113.5M held · -9% of shares · +$16.0M value-46.7K sh
SIL$15.9M held · -42% of shares · -$15.8M value-146.9K sh
IBTJ$6.0M held · -72% of shares · -$15.6M value-711.3K sh
VWO$319.2M held · -13% of shares · -$14.9M value-833.5K sh

1–100 of 1,402

Opened (215)

5 moved by a corporate action (dashed).

HCC+95

Closed (125)

17 moved by a corporate action (dashed).

TH

+5