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Raymond James Financial (RJF) Institutional Ownership

Raymond James Financial logo
$154.13 +0.17 (+0.11%)
As of 10:23 AM 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)
548
Total
Institutional Inflows
(last 12 months)
$3.12B
Number of
Institutional Sellers
(last 12 months)
427
Total
Institutional Outflows
(last 12 months)
$2.78B
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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
5/14/2026Inceptionr LLC13,595$1.96M0.5%+193.4%0.007%
5/14/2026Bank of Nova Scotia25,355$3.67M0.0%-63.0%0.013%
5/14/2026Systematic Financial Management LP28,486$4.12M0.1%-2.9%0.015%
5/14/2026Sei Investments Co.920,677$133.30M0.1%-6.8%0.472%
5/14/2026Lido Advisors LLC4,612$668K0.0%+15.9%0.002%
5/14/2026New England Professional Planning Group Inc.46,834$6.78M2.8%+0.3%0.024%
5/13/2026Cetera Investment Advisers54,241$7.85M0.0%+2.3%0.028%
5/13/2026NewEdge Wealth LLC1,746$253K0.0%-41.4%0.001%
5/13/2026First Trust Advisors LP2,459,488$356.11M0.3%-19.9%1.262%
5/12/2026 ABN Amro Investment Solutions8,437$1.22M0.0%+17.5%0.004%
5/8/2026 PNC Financial Services Group Inc.494,268$71.57M0.0%-13.6%0.251%
5/8/2026 Oslo Pensjonsforsikring AS1,770$256K0.0%N/A0.001%
5/8/2026 JSF Financial LLC7,621$1.10M0.2%+6.4%0.004%
5/7/2026 Meeder Advisory Services Inc.2,469$358K0.0%+3.0%0.001%
5/7/2026 Dimensional Fund Advisors LP2,399,638$347.39M0.1%+1.8%1.218%
5/7/2026 KBC Group NV36,522$5.29M0.0%-19.1%0.019%
5/7/2026 SEB Asset Management AB38,083$5.51M0.0%N/A0.019%
5/7/2026 Mediolanum International Funds Ltd15,527$2.19M0.0%-8.6%0.008%
5/7/2026 Heartland Advisors Inc.32,842$4.76M0.2%+72.8%0.017%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC2,530$366K0.1%+38.4%0.001%
5/6/2026 California Public Employees Retirement System347,745$50.35M0.0%+2.7%0.176%
5/6/2026 Atlas Wealth LLC22,332$3.23M0.4%+135.7%0.011%
5/6/2026 Catalyst Capital Advisors LLC1,470$213K0.0%-42.6%0.001%
5/6/2026 Assetmark Inc.1,404$203K0.0%+36.2%0.001%
5/6/2026 Angeles Wealth Management LLC1,441$209K0.0%+8.8%0.001%
5/6/2026 Bessemer Group Inc.3,070$444K0.0%-4.4%0.002%
5/6/2026 Allspring Global Investments Holdings LLC63,657$9.13M0.0%-33.4%0.032%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super58,212$8.43M0.1%N/A0.030%
5/5/2026 Wealthfront Advisers LLC23,580$3.41M0.0%-4.6%0.012%
5/5/2026 D.A. Davidson & CO.14,309$2.07M0.0%-0.6%0.007%
5/5/2026 RFG Bristol Wealth Advisors LLC7,339$1.06M0.3%-2.5%0.004%
5/5/2026 Bank of New York Mellon Corp1,240,769$179.65M0.0%+3.2%0.630%
5/5/2026 Illinois Municipal Retirement Fund154,144$22.32M0.3%-9.8%0.078%
5/5/2026 Sanctuary Advisors LLC18,139$2.63M0.0%-4.2%0.009%
5/5/2026 Checchi Capital Advisers LLC2,760$400K0.0%+18.2%0.001%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,498$362K0.0%-3.7%0.001%
5/4/2026 Center for Financial Planning Inc.19,124$2.77M0.3%-0.8%0.010%
5/4/2026 State of Michigan Retirement System47,744$6.91M0.0%-0.6%0.024%
5/4/2026 Principal Financial Group Inc.548,144$79.37M0.0%-4.3%0.278%
5/4/2026 Chicago Partners Investment Group LLC3,073$475K0.0%+100.3%0.002%
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5/4/2026 Arbejdsmarkedets Tillaegspension174,290$25.24M0.6%+23.6%0.088%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS40,861$5.92M0.0%-0.4%0.021%
5/1/2026 Citizens Financial Group Inc. RI4,612$668K0.0%-89.7%0.002%
5/1/2026 Fifth Third Bancorp56,970$8.25M0.0%+114.4%0.029%
5/1/2026 Sequoia Financial Advisors LLC9,001$1.30M0.0%-2.6%0.005%
4/30/2026 Peterson Wealth Services61,861$8.96M2.2%+1.5%0.031%
4/30/2026 Millstone Evans Group LLC19,339$2.80M1.7%+1.8%0.010%
4/30/2026 Kestra Advisory Services LLC29,934$4.33M0.0%+18.1%0.015%
4/30/2026 Sumitomo Mitsui Trust Group Inc.430,588$62.35M0.0%-4.1%0.218%
4/30/2026 Resona Asset Management Co. Ltd.59,974$8.64M0.0%+1.3%0.030%
4/30/2026 Munich Reinsurance Co Stock Corp in Munich478,389$69.27M1.7%+18.3%0.243%
4/30/2026 Cahaba Wealth Management Inc.38,564$5.58M0.4%+0.7%0.020%
4/30/2026 Oregon Public Employees Retirement Fund20,080$2.91M0.0%-0.5%0.010%
4/29/2026 Golden Road Advisors LLC10,061$1.46M0.8%N/A0.005%
4/29/2026 United Asset Strategies Inc.16,400$2.38M0.2%+3.0%0.008%
4/29/2026 Burney Co.50,419$7.30M0.2%-11.1%0.026%
4/29/2026 Swedbank AB36,064$5.22M0.0%-13.0%0.018%
4/29/2026 Integrated Advisors Network LLC3,697$535K0.0%-71.2%0.002%
4/28/2026 Stephens Inc. AR6,434$932K0.0%-1.0%0.003%
4/28/2026 Argus Investors Counsel Inc.2,724$394K0.4%-9.5%0.001%
4/28/2026 Steigerwald Gordon & Koch Inc.258$37K0.0%+760.0%0.000%
4/28/2026 QRG Capital Management Inc.35,053$5.08M0.1%+535.9%0.018%
4/27/2026 HB Wealth Management LLC5,246$760K0.0%+8.5%0.003%
4/27/2026 World Investment Advisors30,789$4.46M0.1%-2.0%0.016%
4/27/2026 New York State Teachers Retirement System177,016$25.63M0.1%-0.1%0.090%
4/27/2026 Private Advisor Group LLC1,430$207K0.0%-13.4%0.001%
4/27/2026 Y Intercept Hong Kong Ltd5,830$844K0.0%+60.0%0.003%
4/27/2026 Leonteq Securities AG607$88K0.0%-69.5%0.000%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund42,439$6.15M0.0%+81.8%0.022%
4/27/2026 Elevation Point Wealth Partners LLC19,243$2.79M0.1%+44.3%0.010%
4/27/2026 Fideuram Intesa Sanpaolo Private Banking S.P.A.50,839$7.36M0.3%-27.2%0.026%
4/25/2026 Keybank National Association OH10,694$1.55M0.0%-1.5%0.005%
4/24/2026 Root Financial Partners LLC404$58K0.0%+23.2%0.000%
4/24/2026 Essex Financial Services Inc.2,134$309K0.0%-12.1%0.001%
4/24/2026 Barnes Pettey Financial Advisors LLC22,402$3.24M1.4%-1.1%0.011%
4/24/2026 Fulton Bank N.A.7,677$1.11M0.0%+3.5%0.004%
4/24/2026 USS Investment Management Ltd33,147$4.80M0.0%+3.2%0.017%
4/24/2026 IFM Investors Pty Ltd39,423$5.71M0.0%+5.9%0.020%
4/24/2026 MQS Management LLC1,872$271K0.2%+8.9%0.001%
4/23/2026 Klein Pavlis & Peasley Financial Inc.7,240$1.05M0.6%+6.0%0.004%
4/23/2026 Lansforsakringar Fondforvaltning AB publ 44,854$6.49M0.0%+2.1%0.023%
4/23/2026 Apollon Wealth Management LLC13,612$1.97M0.0%-7.7%0.007%
4/23/2026 Wetzel Investment Advisors Inc.4,529$656K0.3%+12.4%0.002%
4/22/2026 Patton Fund Management Inc.9,008$1.30M0.2%-58.6%0.005%
4/22/2026 Skylands Capital LLC6,725$970K0.1%+51.6%0.003%
4/22/2026 Janney Montgomery Scott LLC26,040$3.77M0.0%-23.3%0.013%
4/22/2026 CrossGen Wealth LLC541$78K0.1%-57.3%0.000%
4/22/2026 Pictet Asset Management Holding SA105,499$15.28M0.0%-1.4%0.054%
4/22/2026 Sterling Capital Management LLC234,365$33.93M0.6%-11.9%0.119%
4/22/2026 Venturi Wealth Management LLC2,866$415K0.0%-6.6%0.001%
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4/21/2026 Pinnacle Wealth Management Advisory Group LLC2,135$309K0.0%-37.7%0.001%
4/21/2026 First United Bank & Trust1,770$256K0.1%-16.9%0.001%
4/21/2026 GHP Investment Advisors Inc.9,680$1.40M0.1%+19.6%0.005%
4/21/2026 Aaron Wealth Advisors LLC3,150$456K0.0%-36.0%0.002%
4/21/2026 Louisiana State Employees Retirement System8,900$1.29M0.0%N/A0.005%
4/21/2026 Contravisory Investment Management Inc.437$63K0.0%-83.6%0.000%
4/20/2026 Kestra Private Wealth Services LLC2,887$418K0.0%+13.2%0.001%
4/20/2026 William B. Walkup & Associates Inc.13,335$1.85M1.0%+2.2%0.007%
4/20/2026 One Plus One Wealth Management LLC6,450$934K0.4%-9.6%0.003%
4/20/2026 Blue Trust Inc.5,300$767K0.0%+3.2%0.003%


RJF Institutional Ownership - Frequently Asked Questions

During the previous two years, 923 institutional investors and hedge funds held shares of Raymond James Financial. The most heavily invested institutionals were Vanguard Group Inc. ($3.49B), Primecap Management Co. CA ($1.50B), Wellington Management Group LLP ($1.40B), State Street Corp ($1.27B), FMR LLC ($1.01B), JPMorgan Chase & Co. ($853.48M), and Geode Capital Management LLC ($727.91M).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 784 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 ($6.23M), Wellington Management Group LLP ($2.90M), JPMorgan Chase & Co. ($2.37M), Victory Capital Management Inc. ($1.79M), First Trust Advisors LP ($1.30M), AQR Capital Management LLC ($978.23K), and Invesco Ltd. ($913.81K).

Institutional investors have bought a total of 19,752,402 shares in the last 24 months. This purchase volume represents approximately $3.12B in transactions.

Of the 422 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 ($874.88K), Invesco Ltd. ($817.69K), Primecap Management Co. CA ($671.78K), Bank of America Corp DE ($666.48K), Qube Research & Technologies Ltd ($635.84K), and First Trust Advisors LP ($612.51K).

Institutional investors have sold a total of 17,199,109 shares in the last 24 months. This volume of shares sold represents approximately $2.77B in transactions.


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This page (NYSE:RJF) was last updated on 5/14/2026 by MarketBeat.com Staff.
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