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Raymond James Financial (RJF) Institutional Ownership

Raymond James Financial logo
$157.67 -2.09 (-1.31%)
As of 01:51 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)
495
Total
Institutional Inflows
(last 12 months)
$6.80B
Number of
Institutional Sellers
(last 12 months)
373
Total
Institutional Outflows
(last 12 months)
$2.14B
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RJF Institutional Buying and Selling by Quarter

Raymond James Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026QRG Capital Management Inc.39,488$6.00M0.0%+12.7%0.021%
9/23/2026Envestnet Portfolio Solutions Inc.9,430$1.43M0.0%-26.9%0.005%
9/23/2026Envestnet Asset Management Inc.472,067$71.77M0.0%-7.3%0.245%
9/22/2026State Street Corp7,889,824$1.20B0.0%+0.4%4.102%
9/18/2026Security National Bank of SO Dak521$79K0.0%N/A0.000%
9/9/2026The Manufacturers Life Insurance Company88,193$13.41M0.0%-5.8%0.046%
9/9/2026Sequoia Financial Advisors LLC10,707$1.63M0.0%+19.0%0.006%
9/9/2026Tidal Investments LLC9,306$1.41M0.0%+5.9%0.005%
9/9/2026National Pension Service324,343$49.31M0.0%+0.6%0.169%
9/9/2026Pinnacle Wealth Management Advisory Group LLC2,282$347K0.0%+6.9%0.001%
9/9/2026NewEdge Advisors LLC23,772$3.61M0.0%-23.4%0.012%
9/9/2026IFP Advisors Inc2,745$417K0.0%-3.4%0.001%
9/9/2026Baird Financial Group Inc.3,764$572K0.0%-97.6%0.002%
9/8/2026New England Professional Planning Group Inc.46,999$7.15M2.7%+0.4%0.024%
9/8/2026Allworth Financial LP1,005$153K0.0%-25.4%0.001%
9/8/2026Arizona State Retirement System50,857$7.73M0.0%-0.2%0.026%
9/8/2026Waverly Advisors LLC54,515$8.29M0.0%+4.4%0.028%
9/8/2026Empirical Finance LLC6,417$976K0.0%+3.3%0.003%
9/8/2026Nykredit A S64,520$9.81M0.0%N/A0.034%
9/2/2026Allianz Asset Management GmbH84,481$12.77M0.0%-19.9%0.044%
8/27/2026Corient Private Wealth LP29,161$4.43M0.0%-21.5%0.015%
8/26/2026Amundi478,939$72.81M0.0%+19.3%0.249%
8/26/2026HighTower Advisors LLC18,281$2.78M0.0%-10.0%0.010%
8/23/2026Wedmont Private Capital10,764$1.81M0.0%+4.0%0.006%
8/23/2026HB Wealth Management LLC5,050$768K0.0%-3.7%0.003%
8/23/2026Nilsine Partners LLC14,060$2.14M0.1%+2.1%0.007%
8/23/2026Saudi Central Bank12,417$1.89M0.0%+79.3%0.006%
8/22/2026AlphaGrep UK Ltd6,045$919K0.3%N/A0.003%
8/22/2026Munich Reinsurance Co Stock Corp in Munich491,089$74.66M1.7%+2.7%0.255%
8/22/2026Syon Capital LLC4,198$638K0.0%+24.6%0.002%
8/22/2026Concurrent Investment Advisors LLC25,458$3.87M0.0%-4.5%0.013%
8/22/2026NEOS Investment Management LLC28,288$4.29M0.0%-3.8%0.015%
8/21/2026AXQ Capital LP5,271$801K0.1%N/A0.003%
8/21/2026High Net Worth Advisory Group LLC14,009$2.13M0.5%-1.8%0.007%
8/21/2026Nykredit A S64,520$9.81M0.0%N/A0.034%
8/21/2026B. Metzler seel. Sohn & Co. AG19,412$2.95M0.0%+5.7%0.010%
8/21/2026Legacy Financial Advisors Inc.3,693$561K0.1%-2.5%0.002%
8/20/2026Rehmann Capital Advisory Group3,862$587K0.0%+5.5%0.002%
8/20/2026Oarsman Capital Inc.12,117$1.84M0.1%+2.6%0.006%
8/20/2026Quantitative Investment Management LLC1,778$270K0.0%N/A0.001%
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8/20/2026Ancora Advisors LLC42,992$6.54M0.1%-1.4%0.022%
8/20/2026Susquehanna Fundamental Investments LLC246,572$37.49M0.7%+278.3%0.128%
8/20/2026Two Sigma Securities LLC5,058$769K0.1%N/A0.003%
8/20/2026Benjamin Edwards Inc.3,540$538K0.0%-7.2%0.002%
8/20/2026Cookson Peirce & Co. Inc.3,551$540K0.0%+4.2%0.002%
8/20/2026Thornburg Investment Management Inc.33,203$5.05M0.0%N/A0.017%
8/20/2026Greenleaf Trust2,857$434K0.0%-15.8%0.001%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,502,772$228.47M0.0%+5.8%0.781%
8/19/2026New Mexico Educational Retirement Board8,775$1.33M0.0%+8.7%0.005%
8/19/2026Royal London Asset Management Ltd.131,269$19.89M0.0%-0.1%0.068%
8/19/2026Mufg Securities Americas Inc.5,224$794K0.0%+7.6%0.003%
8/19/2026Van ECK Associates Corp48,307$7.34M0.0%+141.2%0.025%
8/19/2026Nissay Asset Management Corp Japan23,840$3.62M0.0%-1.2%0.012%
8/19/2026Wellington Management Group LLP9,446,121$1.44B0.2%-2.6%4.911%
8/18/2026Beacon Pointe Advisors LLC41,317$6.28M0.0%N/A0.021%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt732$111K0.0%N/A0.000%
8/18/2026Rakuten Investment Management Inc.28,595$4.26M0.0%N/A0.015%
8/18/2026Empowered Funds LLC17,815$2.70M0.0%N/A0.009%
8/18/2026United Capital Financial Advisors LLC11,966$1.82M0.0%N/A0.006%
8/18/2026Caitlin John LLC278$42K0.0%N/A0.000%
8/18/2026Jefferies Financial Group Inc.17,095$2.60M0.0%N/A0.009%
8/18/2026Public Employees Retirement System of Ohio97,918$14.89M0.0%N/A0.051%
8/17/2026Capstone Investment Advisors LLC4,482$681K0.0%N/A0.002%
8/17/2026Corient Private Wealth LP28,579$4.35M0.0%N/A0.015%
8/17/2026Bank of America Corp DE2,371,847$360.59M0.0%N/A1.233%
8/17/2026Basswood Capital Management L.L.C.108,544$16.50M0.7%N/A0.056%
8/15/2026Caisse de depot et placement du Quebec226,388$34.42M0.0%N/A0.118%
8/15/2026Man Group plc45,645$6.94M0.0%N/A0.024%
8/15/2026Western Wealth Management LLC9,814$1.49M0.0%N/A0.005%
8/15/2026Jupiter Topco LLC22,422$3.41M0.0%N/A0.012%
8/14/2026EFG International AG5,054$768K0.0%N/A0.003%
8/14/2026Ancora Advisors LLC42,992$6.54M0.1%N/A0.022%
8/14/2026Primecap Management Co. CA9,242,552$1.41B0.8%N/A4.805%
8/14/2026PDT Partners LLC8,300$1.26M0.1%N/A0.004%
8/14/2026Palisade Capital Management LP176,430$26.82M1.2%N/A0.092%
8/14/2026Canada Pension Plan Investment Board587,783$89.36M0.0%N/A0.306%
8/14/2026Osterweis Capital Management Inc.445$68K0.0%N/A0.000%
8/14/2026Legal & General Group Plc1,195,891$181.81M0.0%N/A0.622%
8/14/2026The Manufacturers Life Insurance Company88,193$13.41M0.0%N/A0.046%
8/14/2026Jones Financial Companies Lllp235$36K0.0%N/A0.000%
8/14/2026Visionary Wealth Advisors3,355$510K0.0%N/A0.002%
8/14/2026Cullen Capital Management LLC16,866$2.56M0.0%N/A0.009%
8/13/2026Cibc World Market Inc.13,483$2.05M0.0%N/A0.007%
8/13/2026OMERS ADMINISTRATION Corp26,900$4.09M0.0%N/A0.014%
8/13/2026Osmosis Investment Management UK Ltd4,542$691K0.0%N/A0.002%
8/13/2026Sanctuary Advisors LLC18,616$2.83M0.0%N/A0.010%
8/13/2026Connor Clark & Lunn Investment Management Ltd.226,811$34.48M0.1%N/A0.118%
8/13/2026Davis Asset Management L.P.270,000$41.05M1.0%N/A0.140%
8/13/2026Bank of Nova Scotia18,509$2.81M0.0%N/A0.010%
8/12/2026Elevation Point Wealth Partners LLC18,271$2.78M0.1%N/A0.009%
Bank of America: 'Digital Dollar Inevitable' (Ad)

Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the digital dollar. They gave us the timeline… 2025 to 2030. We're in that window right now. Once the digital dollar launches, every transaction you make will be tracked. Your spending could be controlled. Your accounts could be frozen. Over 4,500 investors have already used this legal backdoor to hold assets CBDCs can't freeze and generate yields the Federal Reserve can't touch.tc pixel

Watch how to access the legal backdoor before it closes.
8/12/2026Daiichi Life Insurance Co. Ltd.8,412$1.28M0.0%N/A0.004%
8/12/2026Commerce Bank8,383$1.27M0.0%N/A0.004%
8/12/2026Northwestern Mutual Wealth Management Co.4,240$645K0.0%N/A0.002%
8/12/2026Quantbot Technologies LP32,510$4.94M0.2%N/A0.017%
8/12/2026Evolve Private Wealth LLC1,431$218K0.0%N/A0.001%
8/12/2026Westpac Banking Corp2,406$366K0.0%N/A0.001%
8/12/2026Korea Investment CORP50,606$7.69M0.0%N/A0.026%
8/12/2026EP Wealth Advisors LLC2,421$368K0.0%N/A0.001%
8/12/2026Callan Family Office LLC3,573$543K0.0%N/A0.002%
8/11/2026Keating Financial Advisory Services Inc.3,731$567K0.1%N/A0.002%


RJF Institutional Ownership - Frequently Asked Questions

During the previous two years, 936 institutional investors and hedge funds held shares of Raymond James Financial. The most heavily invested institutionals were Vanguard Group Inc. ($3.49B), BlackRock Inc. ($2.18B), Wellington Management Group LLP ($1.44B), Primecap Management Co. CA ($1.41B), State Street Corp ($1.20B), FMR LLC ($1.01B), and JPMorgan Chase & Co. ($853.48M).Learn more on Raymond James Financial's institutional investors.

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

Of the 799 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: BlackRock Inc. ($14.34M), Primecap Management Co. CA ($9.54M), Norges Bank ($6.23M), Wellington Management Group LLP ($2.90M), Bank of America Corp DE ($2.59M), JPMorgan Chase & Co. ($2.37M), and Victory Capital Management Inc. ($1.79M).

Institutional investors have bought a total of 43,993,923 shares in the last 24 months. This purchase volume represents approximately $6.80B in transactions.

Of the 373 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: T. Rowe Price Investment Management Inc. ($1.57M), Wellington Management Group LLP ($1.13M), Primecap Management Co. CA ($671.78K), First Trust Advisors LP ($612.51K), JPMorgan Chase & Co. ($533.23K), Massachusetts Financial Services Co. MA ($474.83K), and Vanguard Group Inc. ($448.97K).

Institutional investors have sold a total of 13,084,487 shares in the last 24 months. This volume of shares sold represents approximately $2.14B in transactions.


Related Companies

Institutional ownership data for NYSE:RJF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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