SCHEDULE 13G/A: FMR LLC and Abigail P. Johnson Disclose 9.1% Passive Stake in Stifel Financial Corp.
Beneficial Ownership Statement
FMR LLC and Abigail P. Johnson have filed an amended Schedule 13G, disclosing a 9.1% passive beneficial ownership stake in Stifel Financial Corp. as of March 31, 2025.
Summary
- FMR LLC and Abigail P. Johnson collectively beneficially own 9,490,522.52 shares of Stifel Financial Corp. common stock.
- This ownership represents 9.1% of the total outstanding common stock of Stifel Financial Corp.
- The shares are held for investment purposes in the ordinary course of business and not for the purpose of changing or influencing the control of the issuer.
- FMR LLC holds sole voting power over 9,309,122.00 shares.
- Both FMR LLC and Abigail P. Johnson hold sole dispositive power over 9,490,522.52 shares.
- The filing is an Amendment No. 1 to a previously filed Schedule 13G.
Sentiment
Score: 5
Explanation: The document is a routine regulatory filing (Schedule 13G) disclosing passive beneficial ownership. It does not contain information that would significantly alter the perception of the issuer's financial health or strategic direction, nor does it indicate any active intent to influence control.
Positives
- A major institutional investor, FMR LLC, and its CEO, Abigail P. Johnson, maintain a significant 9.1% beneficial ownership stake in Stifel Financial Corp., indicating continued confidence from a prominent financial entity.
Future Outlook
NA
Industry Context
FMR LLC, a prominent asset management firm, maintaining a significant passive stake in Stifel Financial Corp., a diversified financial services company, is consistent with the investment strategies of large institutional investors in the financial sector. This filing is a routine regulatory disclosure for such holdings.
Stakeholder Impact
- Shareholders: The filing confirms a substantial, passive ownership stake by FMR LLC and Abigail P. Johnson, which may be viewed as a sign of long-term institutional confidence in Stifel Financial Corp.
Key Dates
| Date | Description |
|---|---|
| January 3, 2023 | Effective date of Power of Attorney for FMR LLC |
| January 26, 2023 | Effective date of Power of Attorney for Abigail P. Johnson |
| March 31, 2025 | Date of event which requires filing of this statement |
| May 9, 2025 | Date of filing of this Schedule 13G Amendment No. 1 |
Keywords
Stifel Financial Corp, FMR LLC, Abigail P. Johnson, Schedule 13G, beneficial ownership, common stock, investment management, financial services
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