Go Pro

Raymond James Financial (RJF) Institutional Ownership

Raymond James Financial logo
$175.37 +3.02 (+1.75%)
As of 08/21/2026 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Raymond James Financial (NYSE:RJF)

Current
Institutional Ownership
Percentage
83.83%
Number of
Institutional Buyers
(last 12 months)
490
Total
Institutional Inflows
(last 12 months)
$6.78B
Number of
Institutional Sellers
(last 12 months)
368
Total
Institutional Outflows
(last 12 months)
$2.11B
Get RJF Insider Trade Alerts

Want to know when executives and insiders are buying or selling Raymond James Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
8/23/2026 Nilsine Partners LLC14,060$2.14M0.1%+2.1%0.007%
8/23/2026 Saudi Central Bank12,417$1.89M0.0%+79.3%0.006%
8/22/2026 AlphaGrep UK Ltd6,045$919K0.3%N/A0.003%
8/22/2026 Munich Reinsurance Co Stock Corp in Munich491,089$74.66M1.7%+2.7%0.255%
8/22/2026 Syon Capital LLC4,198$638K0.0%+24.6%0.002%
8/22/2026 Concurrent Investment Advisors LLC25,458$3.87M0.0%-4.5%0.013%
8/22/2026 NEOS Investment Management LLC28,288$4.29M0.0%-3.8%0.015%
8/21/2026 AXQ Capital LP5,271$801K0.1%N/A0.003%
8/21/2026 High Net Worth Advisory Group LLC14,009$2.13M0.5%-1.8%0.007%
8/21/2026 Nykredit A S64,520$9.81M0.0%N/A0.034%
8/21/2026 B. Metzler seel. Sohn & Co. AG19,412$2.95M0.0%+5.7%0.010%
8/21/2026 Legacy Financial Advisors Inc.3,693$561K0.1%-2.5%0.002%
8/20/2026 Rehmann Capital Advisory Group3,862$587K0.0%+5.5%0.002%
8/20/2026 Oarsman Capital Inc.12,117$1.84M0.1%+2.6%0.006%
8/20/2026 Quantitative Investment Management LLC1,778$270K0.0%N/A0.001%
8/20/2026 Ancora Advisors LLC42,992$6.54M0.1%-1.4%0.022%
8/20/2026 Susquehanna Fundamental Investments LLC246,572$37.49M0.7%+278.3%0.128%
8/20/2026 Two Sigma Securities LLC5,058$769K0.1%N/A0.003%
8/20/2026 Benjamin Edwards Inc.3,540$538K0.0%-7.2%0.002%
8/20/2026 Cookson Peirce & Co. Inc.3,551$540K0.0%+4.2%0.002%
8/20/2026 Thornburg Investment Management Inc.33,203$5.05M0.0%N/A0.017%
8/20/2026 Greenleaf Trust2,857$434K0.0%-15.8%0.001%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,502,772$228.47M0.0%+5.8%0.781%
8/19/2026 New Mexico Educational Retirement Board8,775$1.33M0.0%+8.7%0.005%
8/19/2026 Royal London Asset Management Ltd.131,269$19.89M0.0%-0.1%0.068%
8/19/2026 Mufg Securities Americas Inc.5,224$794K0.0%+7.6%0.003%
8/19/2026 Van ECK Associates Corp48,307$7.34M0.0%+141.2%0.025%
8/19/2026 Nissay Asset Management Corp Japan23,840$3.62M0.0%-1.2%0.012%
8/19/2026 Wellington Management Group LLP9,446,121$1.44B0.2%-2.6%4.911%
8/18/2026 Beacon Pointe Advisors LLC41,317$6.28M0.0%N/A0.021%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt732$111K0.0%N/A0.000%
8/18/2026 Rakuten Investment Management Inc.28,595$4.26M0.0%N/A0.015%
8/18/2026 Empowered Funds LLC17,815$2.70M0.0%N/A0.009%
8/18/2026 United Capital Financial Advisors LLC11,966$1.82M0.0%N/A0.006%
8/18/2026 Caitlin John LLC278$42K0.0%N/A0.000%
8/18/2026Jefferies Financial Group Inc.17,095$2.60M0.0%N/A0.009%
8/18/2026 Public Employees Retirement System of Ohio97,918$14.89M0.0%N/A0.051%
8/17/2026 Capstone Investment Advisors LLC4,482$681K0.0%N/A0.002%
8/17/2026 Corient Private Wealth LP28,579$4.35M0.0%N/A0.015%
8/17/2026 Bank of America Corp DE2,371,847$360.59M0.0%N/A1.233%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
8/17/2026 Basswood Capital Management L.L.C.108,544$16.50M0.7%N/A0.056%
8/15/2026 Caisse de depot et placement du Quebec226,388$34.42M0.0%N/A0.118%
8/15/2026 Man Group plc45,645$6.94M0.0%N/A0.024%
8/15/2026 Western Wealth Management LLC9,814$1.49M0.0%N/A0.005%
8/15/2026 Jupiter Topco LLC22,422$3.41M0.0%N/A0.012%
8/14/2026 EFG International AG5,054$768K0.0%N/A0.003%
8/14/2026 Ancora Advisors LLC42,992$6.54M0.1%N/A0.022%
8/14/2026 Primecap Management Co. CA9,242,552$1.41B0.8%N/A4.805%
8/14/2026 PDT Partners LLC8,300$1.26M0.1%N/A0.004%
8/14/2026 Palisade Capital Management LP176,430$26.82M1.2%N/A0.092%
8/14/2026 Canada Pension Plan Investment Board587,783$89.36M0.0%N/A0.306%
8/14/2026 Osterweis Capital Management Inc.445$68K0.0%N/A0.000%
8/14/2026 Legal & General Group Plc1,195,891$181.81M0.0%N/A0.622%
8/14/2026 The Manufacturers Life Insurance Company 88,193$13.41M0.0%N/A0.046%
8/14/2026 Jones Financial Companies Lllp235$36K0.0%N/A0.000%
8/14/2026 Visionary Wealth Advisors3,355$510K0.0%N/A0.002%
8/14/2026 Cullen Capital Management LLC16,866$2.56M0.0%N/A0.009%
8/13/2026 Cibc World Market Inc.13,483$2.05M0.0%N/A0.007%
8/13/2026 OMERS ADMINISTRATION Corp26,900$4.09M0.0%N/A0.014%
8/13/2026 Osmosis Investment Management UK Ltd4,542$691K0.0%N/A0.002%
8/13/2026 Sanctuary Advisors LLC18,616$2.83M0.0%N/A0.010%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.226,811$34.48M0.1%N/A0.118%
8/13/2026 Davis Asset Management L.P.270,000$41.05M1.0%N/A0.140%
8/13/2026 Bank of Nova Scotia18,509$2.81M0.0%N/A0.010%
8/12/2026 Elevation Point Wealth Partners LLC18,271$2.78M0.1%N/A0.009%
8/12/2026 Daiichi Life Insurance Co. Ltd.8,412$1.28M0.0%N/A0.004%
8/12/2026 Commerce Bank8,383$1.27M0.0%N/A0.004%
8/12/2026 Northwestern Mutual Wealth Management Co.4,240$645K0.0%N/A0.002%
8/12/2026 Quantbot Technologies LP32,510$4.94M0.2%N/A0.017%
8/12/2026 Evolve Private Wealth LLC1,431$218K0.0%N/A0.001%
8/12/2026 Westpac Banking Corp2,406$366K0.0%N/A0.001%
8/12/2026 Korea Investment CORP50,606$7.69M0.0%N/A0.026%
8/12/2026 EP Wealth Advisors LLC2,421$368K0.0%N/A0.001%
8/12/2026 Callan Family Office LLC3,573$543K0.0%N/A0.002%
8/11/2026 Keating Financial Advisory Services Inc.3,731$567K0.1%N/A0.002%
8/11/2026 Allworth Financial LP1,005$153K0.0%N/A0.001%
8/11/2026 B. Metzler seel. Sohn & Co. AG19,412$2.95M0.0%N/A0.010%
8/11/2026 Fairtree Asset Management Pty Ltd11,665$1.77M0.7%N/A0.006%
8/11/2026 Oxford Financial Group LTD. LLC7,213$1.10M0.1%N/A0.004%
8/11/2026 Vise Technologies Inc.2,598$395K0.0%N/A0.001%
8/10/2026 one8zero8 LLC5,637$857K0.2%N/A0.003%
8/10/2026 Addison Advisors LLC571$87K0.0%N/A0.000%
8/10/2026 NewEdge Wealth LLC1,803$274K0.0%N/A0.001%
8/10/2026 Smith Partners Wealth Management LLC1,600$243K0.2%N/A0.001%
8/10/2026 Palmer Knight Co42,771$6.50M2.5%N/A0.022%
8/10/2026 Great Lakes Advisors LLC2,238$340K0.0%N/A0.001%
8/10/2026 BOK Financial Private Wealth Inc.931$142K0.0%N/A0.000%
8/10/2026 Danske Bank A S141,545$21.52M0.0%N/A0.074%
8/10/2026 Diversify Advisory Services LLC2,238$388K0.0%N/A0.001%
8/8/2026 Wealthfront Advisers LLC25,439$3.87M0.0%N/A0.013%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

8/8/2026 Alpine Woods Capital Investors LLC7,916$1.20M0.3%N/A0.004%
8/8/2026 Meeder Advisory Services Inc.2,164$329K0.0%N/A0.001%
8/8/2026 Meeder Asset Management Inc.1,800$274K0.0%N/A0.001%
8/7/2026 Citizens Financial Group Inc. RI3,329$506K0.0%N/A0.002%
8/7/2026 Texas Capital Bank Wealth Management Services Inc1,737$264K0.0%N/A0.001%
8/7/2026 BlackRock Inc.14,343,870$2.18B0.0%N/A7.360%
8/7/2026 Deutsche Bank AG577,026$87.73M0.0%N/A0.296%
8/7/2026 Perigon Wealth Management LLC1,605$244K0.0%N/A0.001%
8/7/2026 Phillips Wealth Planners LLC2,421$406K0.3%N/A0.001%
8/7/2026 Principle Wealth Partners LLC2,000$304K0.0%N/A0.001%


RJF Institutional Ownership - Frequently Asked Questions

During the previous two years, 934 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 ($1.27B), 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 797 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 43,812,117 shares in the last 24 months. This purchase volume represents approximately $6.77B in transactions.

Of the 368 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 12,857,118 shares in the last 24 months. This volume of shares sold represents approximately $2.11B in transactions.



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 8/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners