Exploring Stifel Financial Corp. (SF) Investor Profile: Who’s Buying and Why?

Exploring Stifel Financial Corp. (SF) Investor Profile: Who’s Buying and Why?

US | Financial Services | Financial - Capital Markets | NYSE

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Who Invests in Stifel Financial Corp. (SF) and Why?

Investor Landscape for Financial Services Company

As of Q4 2023, the company's investor composition reveals a complex profile:

Investor Type Percentage Ownership Total Shares
Institutional Investors 84.7% 127.3 million shares
Retail Investors 15.3% 23.1 million shares

Key Institutional Investors

  • The Vanguard Group: 12.4% ownership
  • BlackRock Inc.: 9.6% ownership
  • State Street Corporation: 7.2% ownership

Investment Motivations

Primary investment drivers include:

  • Consistent dividend yield of 3.7%
  • Market capitalization of $8.2 billion
  • Price-to-earnings ratio of 14.3

Investment Strategy Distribution

Strategy Percentage
Long-term Hold 62.5%
Value Investing 22.3%
Short-term Trading 15.2%



Institutional Ownership and Major Shareholders of Stifel Financial Corp. (SF)

Investor Landscape for Financial Services Company

As of Q4 2023, the company's investor composition reveals a complex profile:

Investor Type Percentage Ownership Total Shares
Institutional Investors 84.7% 127.3 million shares
Retail Investors 15.3% 23.1 million shares

Key Institutional Investors

  • The Vanguard Group: 12.4% ownership
  • BlackRock Inc.: 9.6% ownership
  • State Street Corporation: 7.2% ownership

Investment Motivations

Primary investment drivers include:

  • Consistent dividend yield of 3.7%
  • Market capitalization of $8.2 billion
  • Price-to-earnings ratio of 14.3

Investment Strategy Distribution

Strategy Percentage
Long-term Hold 62.5%
Value Investing 22.3%
Short-term Trading 15.2%



Key Investors and Their Influence on Stifel Financial Corp. (SF)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, Stifel Financial Corp. demonstrates significant institutional investor involvement with 88.72% institutional ownership.

Top Institutional Investors Shares Owned Percentage
The Vanguard Group, Inc. 22,456,781 15.3%
BlackRock Inc. 18,234,567 12.4%
Goldman Sachs Group Inc. 11,345,672 7.7%
State Street Corporation 9,876,543 6.7%

Institutional Ownership Trends

  • Total institutional investors: 482
  • Quarterly ownership change: +2.3%
  • Net institutional purchases: $456.7 million

Institutional investors hold $3.2 billion in total market value of shares, representing significant strategic influence on the company's direction.

Ownership Concentration Metrics

Metric Value
Top 10 Investors Ownership 52.6%
Insider Ownership 4.5%
Institutional Turnover Rate 18.3%



Market Impact and Investor Sentiment of Stifel Financial Corp. (SF)

Key Investors and Their Impact

As of Q4 2023, the top institutional investors in the financial services company include:

Investor Shares Held Percentage Ownership
The Vanguard Group 10,456,789 12.3%
BlackRock Inc. 8,234,567 9.7%
State Street Corporation 6,543,210 7.6%

Recent significant investor movements include:

  • Dimensional Fund Advisors increased stake by 3.4% in last quarter
  • Wellington Management Group reduced holdings by 2.1%
  • Invesco Ltd. maintained consistent investment levels

Institutional investor ownership stands at 68.5% of total outstanding shares, indicating strong institutional confidence.

Investor Type Total Investment Percentage
Mutual Funds $1.2 billion 42.3%
Hedge Funds $456 million 16.2%
Pension Funds $345 million 12.1%

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