RAYMOND JAMES FINANCIAL INC RJF
$162.66
+2.8% 52w: $139.87 – $174.05
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data139.87156.96174.05
Jun 20, 2025 Jul 2, 2026
Institutional holders
918
-15 QoQ
13F value
$21.96B
-12.6% QoQ
Smart-money holders
35
signal tier ≥ 2
New smart buyers
6
Q1 2026
Options barometer
2.8×
$56.4M calls / $20.4M puts
Institutional value by quarter
Number of holders
Who owns RJF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 14.1M | $2.04B | 0.0% | -0.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 11.4M | $1.64B | 0.0% | — |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 9.7M | $1.40B | 0.3% | +11.6% |
| PRIMECAP MANAGEMENT CO/CA/ ★2 | Long only active | 9.3M | $1.35B | 1.1% | +0.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 9.1M | $1.31B | 0.1% | — |
| STATE STREET CORP | Index provider | 7.9M | $1.14B | 0.0% | -0.7% |
| FMR LLC | Long only active | 5.8M | $846.5M | 0.0% | +2.5% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 4.6M | $668.7M | 0.0% | +1.9% |
| JPMORGAN CHASE & CO | Bank broker | 4.5M | $629.6M | 0.0% | -15.9% |
| T. Rowe Price Investment Management, Inc. | Long only active | 3.4M | $496.3M | 0.3% | -40.0% |
| HARRIS ASSOCIATES L P | Other | 3.4M | $496.0M | 0.7% | New |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 2.5M | $360.5M | 0.2% | -10.6% |
| FIRST TRUST ADVISORS LP | Index provider | 2.5M | $356.1M | 0.3% | -19.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.4M | $354.7M | 0.0% | +9.9% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 2.4M | $347.4M | 0.1% | +1.8% |
| EARNEST PARTNERS LLC | Other | 2.2M | $321.8M | 1.3% | -4.1% |
| Invesco Ltd. | Index provider | 2.1M | $311.3M | 0.0% | -8.1% |
| MORGAN STANLEY | Bank broker | 2.1M | $311.3M | 0.0% | -18.0% |
| NORTHERN TRUST CORP | Index provider | 1.9M | $279.2M | 0.0% | -1.0% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Other | 1.9M | $273.4M | 0.1% | -2.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.5M | $221.0M | 0.0% | -17.5% |
| FRANKLIN RESOURCES INC | Long only active | 1.5M | $215.9M | 0.1% | +120.1% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 1.4M | $205.6M | 0.0% | +0.9% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.2M | $179.7M | 0.0% | +3.2% |
| BARCLAYS PLC | Bank broker | 1.2M | $176.5M | 0.1% | +68.3% |
| Legal & General Group Plc | Diversified mechanical | 1.2M | $173.2M | 0.0% | +0.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 1.1M | $163.6M | 0.0% | +3.0% |
| HSBC HOLDINGS PLC | Bank broker | 1.1M | $157.6M | 0.1% | -52.0% |
| Harfst & Associates, Inc. | Other | 1.1M | $153.7M | 27.4% | -0.6% |
| CITIGROUP INC | Bank broker | 974.9K | $141.2M | 0.1% | +123.2% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 967.7K | $140.1M | 0.0% | — |
| SEI INVESTMENTS CO | Diversified mechanical | 920.7K | $133.3M | 0.1% | -6.8% |
| UBS Group AG | Bank broker | 874.5K | $126.6M | 0.0% | +3.9% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 793.9K | $114.0M | 0.1% | -27.6% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 731.8K | $106.0M | 0.2% | -7.6% |
| Nuveen, LLC | Diversified mechanical | 724.4K | $104.9M | 0.0% | 0.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 702.1K | $101.7M | 0.0% | -4.7% |
| DEUTSCHE BANK AG\ | Bank broker | 583.8K | $84.5M | 0.0% | +2.3% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 548.1K | $79.4M | 0.0% | -4.3% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 532.3K | $77.1M | 0.1% | +21.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 509.1K | $73.7M | 0.0% | -0.5% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 494.3K | $71.6M | 0.0% | -13.6% |
| Munich Reinsurance Co Stock Corp in Munich | Other | 478.4K | $69.3M | 1.7% | +18.3% |
| CONGRESS ASSET MANAGEMENT CO | Other | 471.4K | $68.3M | 0.5% | -8.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 438.5K | $63.5M | 0.0% | +22.2% |
| Sumitomo Mitsui Trust Group, Inc. | Diversified mechanical | 430.6K | $62.3M | 0.0% | -4.1% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 386.1K | $62.0M | 0.0% | -21.5% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 414.2K | $60.0M | 0.0% | +70.4% |
| Mitsubishi UFJ Asset Management Co., Ltd. | Diversified mechanical | 410.6K | $59.5M | 0.0% | +6.0% |
| Amundi | Diversified mechanical | 401.3K | $58.1M | 0.0% | +14.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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