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Stifel Financial shares owned by Morningstar Investment Management

Quarter-by-quarter ownership of Stifel Financial (SF) shares owned by Morningstar Investment Management from 13F filings

Historical chart of Morningstar Investment Management investment in Stifel Financial

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All positions including Stifel Financial held by Morningstar Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stifel Financial by Morningstar Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $766k 10k 73.92

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Top funds holding Stifel Financial

BlackRock
AQR Capital Management
FMR
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
Robeco Investment Management
Stifel Financial
Wellington Management Company
Earnest Partners
Geode Capital Management
Capital Research Global Investors
Alliancebernstein
Dimensional Fund Advisors
Morgan Stanley

View all funds holding Stifel Financial