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Raymond James Financial (RJF) Institutional Ownership

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$167.07 -1.05 (-0.63%)
Closing price 03:59 PM Eastern
Extended Trading
$167.03 -0.04 (-0.02%)
As of 06:18 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
83.83%
Number of
Institutional Buyers
(last 12 months)
527
Total
Institutional Inflows
(last 12 months)
$3.01B
Number of
Institutional Sellers
(last 12 months)
422
Total
Institutional Outflows
(last 12 months)
$2.77B
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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
7/10/2026 Tema ETFs LLC4,818$732K0.0%+9.9%0.002%
7/10/2026 Handelsbanken Fonder AB63,919$9.72M0.0%-7.7%0.033%
7/10/2026 Fulton Bank N.A.7,399$1.13M0.0%-3.6%0.004%
7/10/2026 Wealthcare Advisory Partners LLC4,354$662K0.0%-11.0%0.002%
7/9/2026 First Bank & Trust1,626$247K0.0%-11.2%0.001%
7/9/2026 Revolve Wealth Partners LLC4,488$682K0.1%+116.0%0.002%
7/9/2026 Legacy Wealth Asset Management LLC2,735$416K0.1%-2.8%0.001%
7/9/2026 Avity Investment Management Inc.103,748$15.77M1.0%-4.1%0.053%
7/9/2026 Hennion & Walsh Asset Management Inc.32,432$4.93M0.1%+6.4%0.017%
7/8/2026 Gradient Investments LLC10,140$1.54M0.0%-59.4%0.005%
7/8/2026 Czech National Bank49,369$7.51M0.0%+3.3%0.025%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab31,074$4.72M0.0%+1.1%0.016%
7/8/2026 Assenagon Asset Management S.A.30,948$4.71M0.0%+3.0%0.016%
7/7/2026 Bill Few Associates Inc.8,095$1.23M0.3%-5.8%0.004%
7/7/2026 GAMMA Investing LLC6,831$1.04M0.0%+6.8%0.004%
7/2/2026 MassMutual Private Wealth & Trust FSB765$116K0.0%+10.2%0.000%
7/2/2026 Collective Family Office LLC2,124$323K0.1%+3.0%0.001%
7/2/2026 CX Institutional4,957$754K0.0%+94.9%0.003%
6/18/2026Western Wealth Management LLC9,634$1.40M0.1%N/A0.005%
6/18/2026Pacer Advisors Inc.8,772$1.27M0.0%-37.2%0.005%
6/8/2026Pine Valley Investments Ltd Liability Co1,527$221K0.0%-18.1%0.001%
6/3/2026NewEdge Advisors LLC31,020$4.49M0.0%-2.8%0.016%
5/27/2026Alpine Woods Capital Investors LLC7,916$1.15M0.3%-23.9%0.004%
5/26/2026Glenmede Trust Co. NA8,514$1.23M0.0%-2.0%0.004%
5/22/2026Wellington Grp LLC547$79K0.0%-21.4%0.000%
5/19/2026Western Wealth Management LLC9,634$1.40M0.1%N/A0.005%
5/19/2026Bank of America Corp DE2,449,760$354.70M0.0%+9.9%1.257%
5/19/2026Edgestream Partners L.P.1,698$246K0.0%N/A0.001%
5/19/2026Janus Henderson Group PLC21,522$3.12M0.0%-5.5%0.011%
5/19/2026South Dakota Investment Council1,250$181K0.0%+150.0%0.001%
5/18/2026Amundi401,301$58.10M0.0%+14.3%0.206%
5/18/2026EverSource Wealth Advisors LLC1,455$211K0.0%+8.4%0.001%
5/18/2026California State Teachers Retirement System269,147$38.97M0.0%-2.6%0.138%
5/18/2026Royal Bank of Canada182,279$26.39M0.0%-28.0%0.094%
5/18/2026Empowered Funds LLC23,362$3.37M0.0%+358.5%0.012%
5/16/2026The Manufacturers Life Insurance Company 93,602$13.55M0.0%-11.9%0.048%
5/16/2026Quantinno Capital Management LP148,644$21.52M0.0%-6.4%0.076%
5/15/2026Dean Capital Management14,181$2.05M0.9%+15.1%0.007%
5/15/2026OMERS ADMINISTRATION Corp23,675$3.43M0.0%+15.5%0.012%
5/15/2026North Reef Capital Management LP159,162$23.05M0.8%N/A0.082%
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5/15/2026Bradley Foster & Sargent Inc. CT5,039$730K0.0%-10.2%0.003%
5/15/2026Lombard Odier Asset Management Switzerland SA5,900$854K0.0%N/A0.003%
5/15/2026Waverly Advisors LLC52,198$7.56M0.1%-0.2%0.027%
5/15/2026Cumberland Partners Ltd25,800$3.74M0.3%-11.3%0.013%
5/15/2026Bridgewater Advisors Inc.4,678$718K0.0%-11.1%0.002%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund210,922$30.54M0.0%-45.1%0.108%
5/14/2026Dai ichi Life Insurance Company Ltd8,412$1.22M0.0%-7.5%0.004%
5/14/2026Morningstar Investment Management LLC50,079$7.25M0.4%+92.7%0.026%
5/14/2026Public Employees Retirement System of Ohio97,829$14.17M0.0%+0.6%0.050%
5/14/2026Compound Planning Inc.1,716$248K0.0%+8.7%0.001%
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%
5/12/2026ABN Amro Investment Solutions8,437$1.22M0.0%+17.5%0.004%
5/8/2026PNC Financial Services Group Inc.494,268$71.57M0.0%-13.6%0.251%
5/8/2026Oslo Pensjonsforsikring AS1,770$256K0.0%N/A0.001%
5/8/2026JSF Financial LLC7,621$1.10M0.2%+6.4%0.004%
5/7/2026Meeder Advisory Services Inc.2,469$358K0.0%+3.0%0.001%
5/7/2026Dimensional Fund Advisors LP2,399,638$347.39M0.1%+1.8%1.218%
5/7/2026KBC Group NV36,522$5.29M0.0%-19.1%0.019%
5/7/2026SEB Asset Management AB38,083$5.51M0.0%N/A0.019%
5/7/2026Mediolanum International Funds Ltd15,527$2.19M0.0%-8.6%0.008%
5/7/2026Heartland Advisors Inc.32,842$4.76M0.2%+72.8%0.017%
5/6/2026Annis Gardner Whiting Capital Advisors LLC2,530$366K0.1%+38.4%0.001%
5/6/2026California Public Employees Retirement System347,745$50.35M0.0%+2.7%0.176%
5/6/2026Atlas Wealth LLC22,332$3.23M0.4%+135.7%0.011%
5/6/2026Catalyst Capital Advisors LLC1,470$213K0.0%-42.6%0.001%
5/6/2026Assetmark Inc.1,404$203K0.0%+36.2%0.001%
5/6/2026Angeles Wealth Management LLC1,441$209K0.0%+8.8%0.001%
5/6/2026Bessemer Group Inc.3,070$444K0.0%-4.4%0.002%
5/6/2026Allspring Global Investments Holdings LLC63,657$9.13M0.0%-33.4%0.032%
5/6/2026Aware Super Pty Ltd as trustee of Aware Super58,212$8.43M0.1%N/A0.030%
5/5/2026Wealthfront Advisers LLC23,580$3.41M0.0%-4.6%0.012%
5/5/2026D.A. Davidson & CO.14,309$2.07M0.0%-0.6%0.007%
5/5/2026RFG Bristol Wealth Advisors LLC7,339$1.06M0.3%-2.5%0.004%
5/5/2026Bank of New York Mellon Corp1,240,769$179.65M0.0%+3.2%0.630%
5/5/2026Illinois Municipal Retirement Fund154,144$22.32M0.3%-9.8%0.078%
5/5/2026Sanctuary Advisors LLC18,139$2.63M0.0%-4.2%0.009%
5/5/2026Checchi Capital Advisers LLC2,760$400K0.0%+18.2%0.001%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,498$362K0.0%-3.7%0.001%
5/4/2026Center for Financial Planning Inc.19,124$2.77M0.3%-0.8%0.010%
5/4/2026State of Michigan Retirement System47,744$6.91M0.0%-0.6%0.024%
5/4/2026Principal Financial Group Inc.548,144$79.37M0.0%-4.3%0.278%
5/4/2026Chicago Partners Investment Group LLC3,073$475K0.0%+100.3%0.002%
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5/4/2026Arbejdsmarkedets Tillaegspension174,290$25.24M0.6%+23.6%0.088%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS40,861$5.92M0.0%-0.4%0.021%
5/1/2026Citizens Financial Group Inc. RI4,612$668K0.0%-89.7%0.002%
5/1/2026Fifth Third Bancorp56,970$8.25M0.0%+114.4%0.029%
5/1/2026Sequoia Financial Advisors LLC9,001$1.30M0.0%-2.6%0.005%
4/30/2026Peterson Wealth Services61,861$8.96M2.2%+1.5%0.031%
4/30/2026Millstone Evans Group LLC19,339$2.80M1.7%+1.8%0.010%
4/30/2026Kestra Advisory Services LLC29,934$4.33M0.0%+18.1%0.015%
4/30/2026Sumitomo Mitsui Trust Group Inc.430,588$62.35M0.0%-4.1%0.218%
4/30/2026Resona Asset Management Co. Ltd.59,974$8.64M0.0%+1.3%0.030%


RJF Institutional Ownership - Frequently Asked Questions

During the previous two years, 924 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 785 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 18,995,846 shares in the last 24 months. This purchase volume represents approximately $3.01B 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 17,174,528 shares in the last 24 months. This volume of shares sold represents approximately $2.77B in transactions.



This page (NYSE:RJF) was last updated on 7/13/2026 by MarketBeat.com Staff.
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