Stifel Financial Corp
Institutional manager — quarterly 13F holdings, Q ending 2026-06-30
Reported value
$120.21B
Q ending 2026-06-30
Prior quarter
$108.79B
Q ending 2026-03-31
Change
+10.5% QoQ · +16.9% YoY
Positions
3,702
reported holdings
Largest positions
Top 100 of 3,702 reported positions by value, Q ending 2026-06-30. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $3.31B | 16.5M |
| Apple Inc | AAPL | Shares | $3.19B | 11.0M |
| Microsoft Corp | MSFT | Shares | $2.40B | 6.4M |
| Alphabet Inc | GOOGL | Shares | $2.05B | 5.7M |
| Amazon Com Inc | AMZN | Shares | $2.01B | 8.4M |
| Broadcom Inc | AVGO | Shares | $1.70B | 4.5M |
| Cisco Sys Inc | CSCO | Shares | $1.49B | 12.7M |
| Jpmorgan Chase & Co | JPM | Shares | $1.27B | 3.9M |
| Alphabet Inc | GOOG | Shares | $1.22B | 3.4M |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.18B | 1.6M |
| Vanguard Index Fds | VOO | Shares | $1.15B | 1.7M |
| Johnson & Johnson | JNJ | Shares | $1.13B | 4.5M |
| Ishares Tr | IVW | Shares | $1.12B | 8.2M |
| Visa Inc | V | Shares | $1.09B | 3.2M |
| Merck & Co Inc | MRK | Shares | $1.05B | 8.2M |
| Ishares Tr | IEFA | Shares | $1.02B | 10.6M |
| Eli Lilly & Co | LLY | Shares | $943.9M | 787K |
| Abbvie Inc | ABBV | Shares | $912.2M | 3.6M |
| Home Depot Inc | HD | Shares | $905.8M | 2.6M |
| Pepsico Inc | PEP | Shares | $844.9M | 6.2M |
| Ishares Tr | IVE | Shares | $809.8M | 3.6M |
| Texas Instrs Inc | TXN | Shares | $792.8M | 2.7M |
| Invesco Qqq Tr | QQQ | Shares | $777.1M | 1.1M |
| International Business Machs | IBM | Shares | $769.6M | 2.7M |
| Ishares Tr | AGG | Shares | $726.4M | 7.3M |
| Palo Alto Networks Inc | PANW | Shares | $719.0M | 2.1M |
| Meta Platforms Inc | META | Shares | $693.8M | 1.2M |
| Procter & Gamble Co | PG | Shares | $676.9M | 4.6M |
| Ishares Tr | IVV | Shares | $676.4M | 903K |
| Amphenol Corp | APH | Shares | $663.6M | 3.8M |
| Corning Inc | GLW | Shares | $660.7M | 2.6M |
| Coca Cola Co | KO | Shares | $658.1M | 8.1M |
| Costco Wholesale Corporation | COST | Shares | $650.9M | 696K |
| Caterpillar Inc | CAT | Shares | $629.5M | 591K |
| Eaton Corp Plc | Shares | $606.7M | 1.4M | |
| Vanguard Tax-Managed Fds | VEA | Shares | $597.2M | 8.4M |
| Lockheed Martin Corp | LMT | Shares | $594.5M | 1.2M |
| Ishares Tr | IWF | Shares | $574.8M | 4.6M |
| Union Pac Corp | UNP | Shares | $573.5M | 2.1M |
| Amgen Inc | AMGN | Shares | $560.7M | 1.5M |
| Taiwan Semiconductor Manufac | TSM | Shares | $559.5M | 1.2M |
| Chevron Corporation | CVX | Shares | $506.2M | 3.1M |
| Applied Matls Inc | AMAT | Shares | $498.1M | 689K |
| Spdr Series Trust | BIL | Shares | $492.3M | 5.4M |
| Vanguard Scottsdale Fds | VMBS | Shares | $478.2M | 10.2M |
| Ishares Inc | IEMG | Shares | $475.4M | 5.7M |
| Medtronic Plc | Shares | $474.4M | 6.1M | |
| Ww Grainger Inc | GWW | Shares | $459.3M | 338K |
| Tjx Cos Inc New | TJX | Shares | $450.6M | 3.0M |
| Waste Mgmt Inc Del | WM | Shares | $448.9M | 2.0M |
| Ishares Tr | IWD | Shares | $441.7M | 1.8M |
| Automatic Data Processing In | ADP | Shares | $436.7M | 1.9M |
| Colgate Palmolive Co | CL | Shares | $431.0M | 4.7M |
| Asml Hldg Nv | Shares | $425.3M | 214K | |
| Ishares Tr | USIG | Shares | $424.4M | 8.3M |
| Cummins Inc | CMI | Shares | $423.3M | 594K |
| Rtx Corporation | RTX | Shares | $415.7M | 2.2M |
| Illinois Tool Wks Inc | ITW | Shares | $411.2M | 1.5M |
| Netflix Inc. | NFLX | Shares | $402.4M | 5.6M |
| Micron Technology Inc | MU | Shares | $401.9M | 348K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $401.9M | 803K |
| Church & Dwight Co Inc | CHD | Shares | $398.8M | 4.1M |
| Vanguard Index Fds | VTV | Shares | $396.4M | 1.8M |
| Vanguard Index Fds | VUG | Shares | $388.3M | 4.5M |
| Vanguard World Fd | VGT | Shares | $388.2M | 3.2M |
| Ge Vernova Inc | GEV | Shares | $379.3M | 323K |
| Walmart Inc | WMT | Shares | $375.8M | 3.3M |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $368.7M | 2.2M |
| Exxon Mobil Corp | XOM | Shares | $362.1M | 2.6M |
| Vanguard Index Fds | VB | Shares | $359.7M | 1.2M |
| Ge Aerospace | GE | Shares | $356.7M | 954K |
| Ishares Tr | MBB | Shares | $353.7M | 3.7M |
| Marvell Technology Inc | MRVL | Shares | $352.6M | 1.2M |
| Accenture Plc Ireland | Shares | $350.9M | 2.8M | |
| Select Sector Spdr Tr | XLK | Shares | $348.0M | 1.8M |
| Morgan Stanley | MS | Shares | $345.5M | 1.7M |
| Abbott Laboratories | ABT | Shares | $344.6M | 3.8M |
| Mastercard Incorporated | MA | Shares | $331.6M | 645K |
| Verizon Communications Inc | VZ | Shares | $328.2M | 7.8M |
| Goldman Sachs Group Inc | GS | Shares | $327.6M | 324K |
| Republic Svcs Inc | RSG | Shares | $324.2M | 1.5M |
| Capital Group Dividend Value | CGDV | Shares | $321.4M | 6.5M |
| Mcdonalds Corp | MCD | Shares | $321.1M | 1.2M |
| Vanguard Intl Equity Index F | VWO | Shares | $319.2M | 5.3M |
| Thermo Fisher Scientific Inc | TMO | Shares | $317.7M | 634K |
| Lam Research Corp | LRCX | Shares | $316.6M | 731K |
| Tesla Inc | TSLA | Shares | $315.4M | 750K |
| Analog Devices Inc | ADI | Shares | $304.0M | 765K |
| Vanguard Intl Equity Index F | VEU | Shares | $302.0M | 3.6M |
| Chubb Limited | Shares | $297.1M | 872K | |
| Yum Brands Inc | YUM | Shares | $291.8M | 1.8M |
| Williams Cos Inc | WMB | Shares | $290.4M | 3.9M |
| Ferguson Enterprises Inc | FERG | Shares | $286.8M | 1.2M |
| Ishares Tr | ITOT | Shares | $286.1M | 1.7M |
| Linde Plc | Shares | $285.5M | 550K | |
| Prologis Inc. | PLD | Shares | $284.8M | 2.1M |
| Motorola Solutions Inc | MSI | Shares | $284.7M | 685K |
| Deere & Co | DE | Shares | $280.0M | 441K |
| Bank Of Amer Corp | BAC | Shares | $278.7M | 4.9M |
| Moodys Corp | MCO | Shares | $278.2M | 614K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.