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SF Stifel Financial

Stifel Financial Corp. provides securities brokerage, investment banking, trading, investment advisory and related financial services. It operates through the following segments: Global Wealth Management, Institutional Group, and Other. The Global Wealth Management segment provides securities transaction, brokerage and investment services to clients. The Institutional Group segment involves in research, equity and fixed income institutional sales and trading, investment banking, public finance and syndicate. The Other segment interest income from stock borrowing activities, unallocated interest expense, interest income and gains and losses from investments held. The company was founded in1890 and is headquartered in St. Louis, MO.

Company profile

Ticker
SF, SF+B, SF+C
Exchange
Website
CEO
Ronald Kruszewski
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
431273600

SF stock data

(
)

Investment data

Data from SEC filings
Securities sold
Number of investors
Top 50 of 2962 long holdings
End of quarter 31 Dec 20
Value
 
#Shares
 
$1.85B 13.96M
$1.53B 6.86M
$1.07B 329.72K
$859.86M 2.3M
$708.12M 3.24M
$657.51M 1.87M
$585.04M 2.2M
$576.41M 328.88K
$530.16M 2.93M
$528.8M 4.16M
$506.62M 1.34M
$498.87M 3.36M
$497.08M 3.16M
$483.62M 7M
$469.89M 7.36M
$463.18M 5.66M
$458.28M 1.33M
$445.83M 1.9M
$430.19M 3.09M
$422.71M 5.08M
$405.82M 2.82M
$404.38M 1.48M
$401.21M 1.54M
$397.49M 10.8M
$396.71M 4.6M
$388.84M 3.63M
Vanguard Tax-managed Intl FD
$377.75M 8M
$375.83M 1.8M
$363.36M 2.39M
$362.22M 1.37M
$358.24M 8.01M
$354.51M 4.41M
$336.32M 2.85M
$322.18M 2.75M
$318.77M 684.38K
$317.61M 5.79M
$307.86M 1.76M
$307.04M 175.26K
$305.67M 4.27M
$300.8M 3.9M
$298.21M 596.27K
$294.71M 564.34K
$293.74M 1.91M
$286.98M 4.88M
$282.09M 1.6M
$280.69M 1.26M
$273.43M 1.34M
Vanguard Intl Equity Index F
$269.9M 5.39M
$269.68M 2.11M
$268.83M 3.08M
Holdings list only includes long positions. Only includes long positions.

Calendar

19 Feb 21
12 Apr 21
31 Dec 21
Quarter (USD)
Dec 20 Sep 20 Jun 20 Mar 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD)
Dec 20 Dec 19 Dec 18 Dec 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
18 Mar 21 Thomas W Weisel Common Stock Sell Dispose S No No 68.2 5,413 369.17K 40,427
12 Mar 21 Thomas B. Michaud Common Stock Sell Dispose S No No 66.8 43,719 2.92M 120,811
12 Mar 21 Thomas W Weisel Common Stock Sell Dispose S No No 67.11 8,329 558.96K 45,840
8 Mar 21 James M Marischen Common Stock Payment of exercise Dispose F No No 64.76 2,877 186.31K 37,532
8 Mar 21 James M Marischen Common Stock Option exercise Aquire M No No 0 6,670 0 40,409
8 Mar 21 James M Marischen Phantom Stock Units Common Stock Option exercise Dispose M No No 0 6,670 0 34,932
8 Mar 21 Thomas W Weisel Common Stock Payment of exercise Dispose F No No 64.76 7,088 459.02K 54,169
8 Mar 21 Thomas W Weisel Common Stock Option exercise Aquire M No No 0 8,747 0 61,257
8 Mar 21 Thomas W Weisel Common Stock Option exercise Aquire M No No 0 6,670 0 52,510
8 Mar 21 Thomas W Weisel Phantom Stock Units Common Stock Option exercise Dispose M No No 0 8,747 0 4,786

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

81.7% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 295 275 +7.3%
Opened positions 49 36 +36.1%
Closed positions 29 32 -9.4%
Increased positions 220 89 +147.2%
Reduced positions 24 101 -76.2%
13F shares
Current Prev Q Change
Total value 4.61B 2.93B +57.0%
Total shares 91.25M 58.03M +57.3%
Total puts 47.5K 60.1K -21.0%
Total calls 668.95K 121.1K +452.4%
Total put/call ratio 0.1 0.5 -85.7%
Largest owners
Shares Value Change
BLK Blackrock 11.88M $599.35M +55.3%
Vanguard 9.1M $459.27M +52.9%
Capital Research Global Investors 5.97M $301.46M NEW
MCQEF Macquarie 5.35M $270.1M +49.4%
Alliancebernstein 4.46M $225.19M +49.0%
Dimensional Fund Advisors 4.12M $207.93M +41.0%
Earnest Partners 3.53M $178.37M +61.8%
STT State Street 3.13M $157.78M +49.6%
NTRS Northern Trust 2.41M $121.74M +46.9%
SF Stifel Financial 2.33M $117.73M +39.0%
Largest transactions
Shares Bought/sold Change
Capital Research Global Investors 5.97M +5.97M NEW
BLK Blackrock 11.88M +4.23M +55.3%
Vanguard 9.1M +3.15M +52.9%
MCQEF Macquarie 5.35M +1.77M +49.4%
Alliancebernstein 4.46M +1.47M +49.0%
Earnest Partners 3.53M +1.35M +61.8%
Dimensional Fund Advisors 4.12M +1.2M +41.0%
SAMG Silvercrest Asset Management 1.19M +1.12M +1765.9%
Norges Bank 1.12M +1.12M NEW
STT State Street 3.13M +1.04M +49.6%

Financial report summary

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Competition
Houlihan Lokey
Content analysis
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