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Raymond James Financial (RJF) Institutional Ownership

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$166.36 +3.33 (+2.04%)
Closing price 08/4/2025 03:59 PM Eastern
Extended Trading
$166.44 +0.09 (+0.05%)
As of 08/4/2025 05:03 PM Eastern
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Institutional Ownership Changes (13F Filings) for Raymond James Financial (NYSE:RJF)

Current
Institutional Ownership
Percentage
83.83%
Number of
Institutional Buyers
(last 12 months)
536
Total
Institutional Inflows
(last 12 months)
$3.41B
Number of
Institutional Sellers
(last 12 months)
369
Total
Institutional Outflows
(last 12 months)
$2.49B
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RJF Institutional Buying and Selling by Quarter

Raymond James Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/4/2025Great Lakes Retirement Inc.2,830$434K0.1%-7.3%0.001%
8/4/2025Pinnacle Associates Ltd.133,786$20.52M0.3%-25.5%0.066%
8/4/2025Buckhead Capital Management LLC26,848$4.12M1.6%-25.7%0.013%
8/4/2025Simon Quick Advisors LLC2,142$329K0.0%+28.4%0.001%
8/4/2025Strs Ohio19,561$3M0.0%+47.6%0.010%
8/4/2025Amalgamated Bank35,463$5.44M0.0%-3.8%0.018%
8/4/2025Atria Investments Inc25,186$3.86M0.0%-0.7%0.012%
8/4/2025Retirement Systems of Alabama38,964$5.98M0.0%-1.7%0.019%
8/4/2025Assetmark Inc.806$124K0.0%+63.5%0.000%
8/4/2025Keybank National Association OH10,964$1.68M0.0%-1.3%0.005%
8/4/2025Spire Wealth Management553$85K0.0%+2,533.3%0.000%
8/4/2025Hantz Financial Services Inc.75,778$11.62M0.2%-8.2%0.038%
8/4/2025World Investment Advisors31,130$4.77M0.1%+4.8%0.015%
8/4/2025Golden Road Advisors LLC9,622$1.48M1.0%N/A0.005%
8/4/2025Whalen Wealth Management Inc.4,124$632K0.4%N/A0.002%
8/1/2025 Oarsman Capital Inc.11,143$1.71M0.3%+2.5%0.006%
8/1/2025 Logan Capital Management Inc.29,607$4.54M0.2%-3.0%0.015%
8/1/2025 Fjarde AP Fonden Fourth Swedish National Pension Fund30,339$4.65M0.0%+16.1%0.015%
8/1/2025 Guinness Asset Management LTD4,118$632K0.0%+2.4%0.002%
8/1/2025 Teacher Retirement System of Texas68,515$10.51M0.0%-35.8%0.034%
8/1/2025 Y Intercept Hong Kong Ltd13,859$2.13M0.1%+38.7%0.007%
8/1/2025 Signature Wealth Management Group5,365$823K0.3%-3.6%0.003%
8/1/2025 Envestnet Asset Management Inc.656,265$100.65M0.0%+6.9%0.325%
7/31/2025 Nisa Investment Advisors LLC93,177$14.29M0.1%+0.5%0.046%
7/31/2025 Wealthfront Advisers LLC12,540$1.92M0.0%+46.7%0.006%
7/31/2025 Oppenheimer Asset Management Inc.33,371$5.12M0.1%-3.3%0.017%
7/31/2025 Brighton Jones LLC3,031$465K0.0%+5.9%0.002%
7/31/2025 CVA Family Office LLC570$87K0.0%+18.8%0.000%
7/31/2025 Focus Partners Advisor Solutions LLC1,944$298K0.0%+22.3%0.001%
7/31/2025 Peterson Wealth Services61,333$9.41M2.6%+1.2%0.030%
7/31/2025 AlphaQuest LLC1,432$220K0.0%-88.3%0.001%
7/31/2025 Sumitomo Mitsui Trust Group Inc.482,385$73.98M0.0%+3.0%0.239%
7/31/2025 Asset Management One Co. Ltd.83,955$12.88M0.0%+1.4%0.042%
7/31/2025 FSM Wealth Advisors LLC1,476$232K0.0%N/A0.001%
7/30/2025 Ethic Inc.22,213$3.40M0.1%+11.6%0.011%
7/30/2025 Rehmann Capital Advisory Group3,036$466K0.0%+14.3%0.002%
7/30/2025 Cookson Peirce & Co. Inc.5,064$777K0.0%+5.1%0.003%
7/30/2025 Legacy Wealth Asset Management LLC2,545$390K0.1%+8.3%0.001%
7/30/2025 Securian Asset Management Inc.9,453$1.45M0.0%-2.2%0.005%
7/30/2025 DekaBank Deutsche Girozentrale33,882$5.17M0.0%+0.8%0.017%
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7/30/2025 Princeton Global Asset Management LLC245$38K0.0%+69.0%0.000%
7/29/2025 Stephens Inc. AR6,205$952K0.0%-2.1%0.003%
7/29/2025 Beverly Hills Private Wealth LLC3,485$534K0.1%-8.4%0.002%
7/29/2025 LMG Wealth Partners LLC40,440$6.20M1.3%+0.9%0.020%
7/29/2025 Palmer Knight Co55,664$8.54M3.6%-1.3%0.028%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al99,100$15.20M0.1%N/A0.049%
7/29/2025 Mutual of America Capital Management LLC25,017$3.84M0.0%-12.9%0.012%
7/29/2025 Chevy Chase Trust Holdings LLC96,167$14.75M0.0%-0.6%0.048%
7/29/2025 Stratos Wealth Advisors LLC1,726$265K0.0%-7.1%0.001%
7/29/2025 Applied Finance Capital Management LLC4,995$766K0.1%+6.2%0.002%
7/29/2025 Nordea Investment Management AB16,650$2.54M0.0%+6.0%0.008%
7/29/2025 Empirical Asset Management LLC5,661$868K0.3%+24.6%0.003%
7/29/2025 Praxis Investment Management Inc.2,080$319K0.0%-38.3%0.001%
7/28/2025 Allianz Asset Management GmbH47,387$7.27M0.0%-67.7%0.023%
7/28/2025 New York State Teachers Retirement System201,631$30.92M0.1%+0.2%0.100%
7/28/2025 Deroy & Devereaux Private Investment Counsel Inc.284,869$43.69M2.4%-1.2%0.141%
7/28/2025 Bayforest Capital Ltd2,857$438K0.2%-42.4%0.001%
7/28/2025 Sagespring Wealth Partners LLC2,400$368K0.0%+24.2%0.001%
7/28/2025 TD Asset Management Inc377,388$57.88M0.0%-8.7%0.187%
7/28/2025 Wilmington Savings Fund Society FSB60,918$9.34M0.2%-3.3%0.030%
7/28/2025 Morningstar Investment Management LLC1,912$293K0.0%N/A0.001%
7/28/2025 Cornerstone Wealth Group LLC2,497$383K0.0%+5.4%0.001%
7/25/2025 NorthRock Partners LLC4,281$657K0.0%+4.3%0.002%
7/25/2025 Envestnet Portfolio Solutions Inc.15,599$2.39M0.0%-8.8%0.008%
7/25/2025 Sequoia Financial Advisors LLC5,750$882K0.0%+78.0%0.003%
7/25/2025 Vest Financial LLC292,266$44.83M0.6%+39.5%0.145%
7/25/2025 Yousif Capital Management LLC21,781$3.34M0.0%-0.8%0.011%
7/25/2025 MGO One Seven LLC17,633$2.70M0.1%-3.2%0.009%
7/25/2025 Allspring Global Investments Holdings LLC107,634$16.65M0.0%+3.7%0.053%
7/25/2025 SPC Financial Inc.10,556$1.62M0.1%-3.6%0.005%
7/25/2025 CWM LLC28,043$4.30M0.0%+1.6%0.014%
7/25/2025 Board of the Pension Protection Fund7,400$1.14M1.2%+27.6%0.004%
7/25/2025 Vanguard Personalized Indexing Management LLC31,527$4.85M0.1%+7.9%0.016%
7/25/2025 Sovereign Financial Group Inc.1,351$207K0.0%N/A0.001%
7/25/2025 Concurrent Investment Advisors LLC14,473$2.22M0.0%+90.3%0.007%
7/25/2025 Apollon Wealth Management LLC14,844$2.28M0.0%+11.4%0.007%
7/25/2025 Fifth Third Wealth Advisors LLC3,357$515K0.0%-6.2%0.002%
7/24/2025 Trust Co. of Toledo NA OH7,998$1.23M0.1%-2.0%0.004%
7/24/2025 Aberdeen Group plc120,446$18.47M0.0%+10.4%0.060%
7/24/2025 Blue Trust Inc.4,966$762K0.0%+7.2%0.002%
7/24/2025 Moseley Investment Management Inc.1,425$219K0.1%N/A0.001%
7/24/2025 Callan Family Office LLC2,614$401K0.0%N/A0.001%
7/24/2025 Blair William & Co. IL1,773$272K0.0%N/A0.001%
7/24/2025 US Bancorp DE73,121$11.22M0.0%-6.9%0.036%
7/23/2025 Tectonic Advisors LLC3,199$491K0.0%+2.6%0.002%
7/23/2025 Maryland State Retirement & Pension System8,886$1.36M0.0%-6.3%0.004%
7/23/2025 Sax Wealth Advisors LLC1,345$206K0.0%N/A0.001%
7/23/2025 Venturi Wealth Management LLC3,101$476K0.0%-6.5%0.002%
7/23/2025 KLP Kapitalforvaltning AS69,978$10.73M0.0%+1.7%0.035%
7/23/2025 New England Professional Planning Group Inc.44,910$6.89M3.1%+0.4%0.022%
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7/23/2025 Regency Capital Management Inc. DE27,678$4.25M2.2%N/A0.014%
7/22/2025 Belpointe Asset Management LLC5,947$912K0.0%+7.7%0.003%
7/22/2025 Confluence Wealth Services Inc.2,023$310K0.0%-54.6%0.001%
7/22/2025 DAVENPORT & Co LLC31,960$4.90M0.0%+42.0%0.016%
7/22/2025 Wealthcare Advisory Partners LLC3,133$481K0.0%-17.2%0.002%
7/22/2025 Checchi Capital Advisers LLC2,584$396K0.0%-4.7%0.001%
7/21/2025 QRG Capital Management Inc.13,151$2.02M0.0%+4.2%0.007%
7/21/2025 Ameritas Advisory Services LLC414$64K0.0%N/A0.000%
7/21/2025 Abacus Planning Group Inc.1,447$222K0.0%N/A0.001%
7/21/2025 Mirae Asset Global Investments Co. Ltd.24,342$3.73M0.0%+6.5%0.012%
(Data available from 1/1/2016 forward)

RJF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RJF shares?

During the previous two years, 821 institutional investors and hedge funds held shares of Raymond James Financial. The most heavily invested institutionals were Vanguard Group Inc. ($3.09B), BlackRock Inc. ($1.78B), Wellington Management Group LLP ($1.38B), Primecap Management Co. CA ($1.35B), FMR LLC ($1.01B), State Street Corp ($976.59M), and Geode Capital Management LLC ($680.38M).Learn more on Raymond James Financial's institutional investors.

What percentage of Raymond James Financial's stock is owned by institutional investors?

83.83% of Raymond James Financial's stock is owned by institutional investors. Learn more on RJF's institutional investor holdings.

Which institutional investors have been buying Raymond James Financial's stock?

Of the 674 institutional investors that purchased Raymond James Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($4.04M), Wellington Management Group LLP ($3.14M), Victory Capital Management Inc. ($1.83M), JPMorgan Chase & Co. ($1.20M), Nuveen LLC ($801.73K), BlackRock Inc. ($772.49K), and Raymond James Financial Inc. ($753.25K).

How much institutional buying is happening at Raymond James Financial?

Institutional investors have bought a total of 24,333,876 shares in the last 24 months. This purchase volume represents approximately $3.41B in transactions.

Which of Raymond James Financial's major shareholders have been selling company stock?

Of the 369 institutional investors that sold Raymond James Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Primecap Management Co. CA ($2.37M), Wellington Management Group LLP ($2.18M), First Trust Advisors LP ($1.51M), Thrivent Financial for Lutherans ($1.45M), AGF Management Ltd. ($989.61K), Marshall Wace LLP ($758.68K), and JPMorgan Chase & Co. ($578.99K).

How much institutional selling is happening at Raymond James Financial?

Institutional investors have sold a total of 17,369,659 shares in the last 24 months. This volume of shares sold represents approximately $2.49B in transactions.



This page (NYSE:RJF) was last updated on 8/5/2025 by MarketBeat.com Staff
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