RAYMOND JAMES FINL INC (RJF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
856
Reporting holders
$22.7B
Reported value
77.1%
Of shares outstanding
0.5%
Held as options
-17
Holder change
Institutions report 148,307,656 shares against 192,361,711 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.2B | 14,343,870 | 0.03% | 8q | +1.6%+$34.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.7B | 11,237,644 | 0.04% | 2q | -1.1%-$18.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $1.4B | 9,446,121 | 0.25% | 31q | -2.6%-$38.6M |
| PRIMECAP MANAGEMENT CO/CA/ | $1.4B | 9,242,552 | 0.83% | 31q | -1.1%-$15.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.4B | 8,900,131 | 0.06% | 2q | -1.8%-$24.7M |
| STATE STREET CORP | $1.2B | 7,889,824 | 0.04% | 31q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $703.7M | 4,647,639 | 0.04% | 31q | HELD |
| FMR LLC | $669.7M | 4,404,819 | 0.03% | 31q | -24.7%-$219.2M |
| HARRIS ASSOCIATES L P | $561.6M | 3,693,787 | 0.74% | 2q | +7.8%+$40.8M |
| JPMORGAN CHASE & CO | $404.3M | 2,711,675 | 0.02% | 31q | -39.3%-$261.9M |
| DIMENSIONAL FUND ADVISORS LP | $372.4M | 2,449,646 | 0.07% | 31q | +2.1%+$7.6M |
| NORGES BANK | $369.8M | 2,432,562 | 0.04% | 32q | +20.5%+$62.8M |
| BANK OF AMERICA CORP /DE/ | $360.6M | 2,371,847 | 0.02% | 31q | -3.2%-$11.8M |
| VICTORY CAPITAL MANAGEMENT INC | $354.0M | 2,328,700 | 0.20% | 31q | -6.5%-$24.5M |
| MORGAN STANLEY | $337.9M | 2,222,277 | 0.02% | 35q | +3.4%+$11.0M |
| EARNEST PARTNERS LLC | $335.0M | 2,203,294 | 1.21% | 31q | -0.9%-$2.9M |
| GOLDMAN SACHS GROUP INC | $325.6M | 2,121,458 | 0.03% | 31q | +39.0%+$91.4M |
| Invesco Ltd. | $311.6M | 2,049,456 | 0.02% | 31q | -4.7%-$15.3M |
| NORTHERN TRUST CORP | $293.3M | 1,929,515 | 0.03% | 31q | HELD |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $290.0M | 1,896,135 | 0.09% | 31q | +0.9%+$2.7M |
| FIRST TRUST ADVISORS LP | $286.9M | 1,887,400 | 0.17% | 31q | -23.3%-$87.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $228.5M | 1,502,772 | 0.04% | 31q | +5.8%+$12.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $218.8M | 1,439,297 | 0.14% | 30q | +96.7%+$107.6M |
| CITIGROUP INC | $203.2M | 1,311,746 | 0.07% | 31q | +34.5%+$52.2M |
| Bank of New York Mellon Corp | $182.3M | 1,198,803 | 0.03% | 31q | -3.4%-$6.4M |
| Legal & General Group Plc | $181.8M | 1,195,891 | 0.04% | 31q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $173.0M | 1,137,920 | 0.02% | 31q | +0.7%+$1.2M |
| Sixth Street Partners Management Company, L.P. | $173.0M | 1,137,920 | 0.02% | new | NEW |
| Harfst & Associates, Inc. | $161.3M | 1,061,066 | 25.07% | 31q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $145.6M | 957,990 | 0.03% | 2q | -1.0%-$1.5M |
| HSBC HOLDINGS PLC | $139.4M | 897,154 | 0.06% | 31q | -17.6%-$29.8M |
| SEI INVESTMENTS CO | $136.9M | 900,290 | 0.12% | 31q | -2.2%-$3.1M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $125.6M | 826,000 | 0.55% | new | NEW |
| FRANKLIN RESOURCES INC | $123.4M | 811,474 | 0.03% | 30q | -45.6%-$103.3M |
| BARCLAYS PLC | $121.2M | 797,506 | 0.02% | 31q | -34.6%-$64.1M |
| UBS Group AG | $119.1M | 783,630 | 0.02% | 31q | -10.4%-$13.8M |
| Nuveen, LLC | $111.4M | 732,955 | 0.03% | 6q | +1.2%+$1.3M |
| AQR CAPITAL MANAGEMENT LLC | $109.4M | 719,592 | 0.04% | 31q | -9.4%-$11.3M |
| RAYMOND JAMES FINANCIAL INC | $107.9M | 709,746 | 0.03% | 7q | +1.1%+$1.2M |
| MARSHALL WACE, LLP | $101.2M | 665,450 | 0.08% | new | NEW |
| CANADA PENSION PLAN INVESTMENT BOARD | $89.4M | 587,783 | 0.05% | 11q | +75.7%+$38.5M |
| DEUTSCHE BANK AG\ | $87.7M | 577,026 | 0.03% | 34q | -1.2%-$1.0M |
| AMERICAN CENTURY COMPANIES INC | $84.2M | 554,061 | 0.04% | 26q | +33.8%+$21.3M |
| BNP PARIBAS FINANCIAL MARKETS | $84.1M | 552,875 | 0.03% | 31q | +3.9%+$3.1M |
| PRINCIPAL FINANCIAL GROUP INC | $82.1M | 540,130 | 0.04% | 31q | -1.5%-$1.2M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $81.6M | 536,744 | 0.11% | 11q | +154.5%+$49.5M |
| TWO SIGMA INVESTMENTS, LP | $75.4M | 490,464 | 0.05% | 9q | +971.1%+$68.3M |
| Munich Reinsurance Co Stock Corp in Munich | $74.7M | 491,089 | 1.63% | 4q | +2.7%+$1.9M |
| PNC Financial Services Group, Inc. | $74.6M | 490,467 | 0.04% | 31q | -0.8%-$577.9K |
| Amundi | $72.8M | 478,939 | 0.02% | 21q | +19.3%+$11.8M |
| ENVESTNET ASSET MANAGEMENT INC | $71.8M | 472,067 | 0.02% | 31q | -7.3%-$5.6M |
| CONGRESS ASSET MANAGEMENT CO | $70.0M | 460,228 | 0.43% | 31q | -2.4%-$1.7M |
| PFA Pension, Forsikringsaktieselskab | $69.4M | 456,634 | 0.18% | 3q | +14.8%+$9.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $65.4M | 430,240 | 0.04% | 31q | +4.8%+$3.0M |
| Sumitomo Mitsui Trust Group, Inc. | $62.5M | 411,246 | 0.04% | 31q | -4.5%-$2.9M |
| WELLS FARGO & COMPANY/MN | $62.4M | 410,441 | 0.01% | 31q | -53.2%-$70.9M |
| ALLIANCEBERNSTEIN L.P. | $60.9M | 420,314 | 0.02% | 31q | +8.9%+$5.0M |
| Fisher Asset Management, LLC | $57.3M | 377,022 | 0.02% | 31q | -5.1%-$3.1M |
| Vanguard Global Advisers, LLC | $55.5M | 365,176 | 0.03% | 2q | -1.5%-$845.9K |
| California Public Employees Retirement System | $55.0M | 361,511 | 0.03% | 31q | +4.0%+$2.1M |
| D. E. Shaw & Co., Inc. | $53.1M | 339,446 | 0.03% | 9q | +140.0%+$31.0M |
| RHUMBLINE ADVISERS | $51.0M | 335,219 | 0.04% | 31q | -1.5%-$761.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $50.6M | 42,903 | 0.00% | 31q | +89.7%+$23.9M |
| CITADEL ADVISORS LLC | $49.8M | 169,801 | 0.01% | 31q | +58.3%+$18.3M |
| National Pension Service | $49.3M | 324,343 | 0.03% | 25q | +0.6%+$310.4K |
| NEW YORK STATE COMMON RETIREMENT FUND | $48.5M | 319,061 | 0.06% | 31q | -0.7%-$349.7K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $47.9M | 315,110 | 0.31% | 25q | -5.9%-$3.0M |
| JANE STREET GROUP, LLC | $47.9M | 228,941 | 0.00% | 31q | +2024.2%+$45.6M |
| NATIXIS | $44.6M | 293,048 | 0.18% | 12q | +2742.6%+$43.0M |
| JONES FINANCIAL COMPANIES LLLP | $44.2M | 294,566 | 0.02% | 12q | +13.8%+$5.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | $43.7M | 287,419 | 0.03% | 2q | -4.1%-$1.9M |
| Clearbridge Investments, LLC | $42.1M | 276,626 | 0.03% | 12q | -0.8%-$329.4K |
| Jump Financial, LLC | $41.4M | 272,570 | 0.33% | 2q | +4559.3%+$40.5M |
| Davis Asset Management, L.P. | $41.0M | 270,000 | 1.04% | 16q | HELD |
| PRUDENTIAL FINANCIAL INC | $39.6M | 260,485 | 0.04% | 34q | -12.2%-$5.5M |
| ROYAL BANK OF CANADA | $39.3M | 258,269 | 0.01% | 31q | +41.7%+$11.6M |
| TD Asset Management Inc | $38.8M | 255,475 | 0.03% | 31q | -12.2%-$5.4M |
| AMERIPRISE FINANCIAL INC | $37.8M | 248,801 | 0.01% | 31q | -52.1%-$41.1M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $37.5M | 246,572 | 0.71% | 2q | +278.3%+$27.6M |
| Squarepoint Ops LLC | $36.7M | 239,020 | 0.04% | 17q | +124.8%+$20.3M |
| Connor, Clark & Lunn Investment Management Ltd. | $34.5M | 226,811 | 0.07% | 5q | +18.8%+$5.5M |
| Caisse de depot et placement du Quebec | $34.4M | 226,388 | 0.05% | 7q | +1952.5%+$32.7M |
| Russell Investments Group, Ltd. | $34.3M | 226,142 | 0.03% | 31q | +65.4%+$13.5M |
| BANK OF MONTREAL /CAN/ | $34.0M | 223,806 | 0.01% | 31q | -8.3%-$3.1M |
| Woodline Partners LP | $33.9M | 223,162 | 0.10% | 7q | +2949.9%+$32.8M |
| MILLENNIUM MANAGEMENT LLC | $29.4M | 189,793 | 0.01% | 31q | +3686.0%+$28.6M |
| NATIONAL BANK OF CANADA /FI/ | $29.2M | 191,184 | 0.02% | 19q | +84.7%+$13.4M |
| Arbejdsmarkedets Tillaegspension | $28.5M | 187,600 | 0.62% | 3q | +7.6%+$2.0M |
| Quantinno Capital Management LP | $28.5M | 187,167 | 0.03% | 22q | +25.9%+$5.9M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $28.0M | 188,045 | 0.02% | 31q | -7.7%-$2.3M |
| Federation des caisses Desjardins du Quebec | $28.0M | 184,317 | 0.09% | 23q | +4.5%+$1.2M |
| Sterling Capital Management LLC | $27.6M | 181,805 | 0.47% | 8q | -22.4%-$8.0M |
| PALISADE CAPITAL MANAGEMENT, LP | $26.8M | 176,430 | 1.17% | 31q | -45.9%-$22.8M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $25.8M | 169,693 | 0.04% | 3q | HELD |
| AVIVA PLC | $24.5M | 161,428 | 0.04% | 31q | -3.6%-$924.8K |
| APG Asset Management N.V. | $23.5M | 176,801 | 0.06% | 28q | +21.8%+$4.2M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $23.3M | 153,532 | 0.04% | 31q | -3.3%-$785.1K |
| NICHOLAS COMPANY, INC. | $22.6M | 148,965 | 0.41% | 32q | -3.8%-$893.2K |
| DANSKE BANK A/S | $21.5M | 141,545 | 0.04% | 10q | -10.7%-$2.6M |
| TRUIST FINANCIAL CORP | $20.6M | 135,531 | 0.02% | 27q | -5.4%-$1.2M |
Showing the largest 100 of 907 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 856 | $22.7B | 148,307,656 | 66 | 285 | 301 | 0.5% |
| Q1 2026 | 873 | $21.3B | 146,769,466 | 85 | 256 | 317 | 0.4% |
| Q4 2025 | 886 | $23.9B | 148,005,145 | 82 | 277 | 273 | 0.6% |
| Q3 2025 | 839 | $26.3B | 150,638,270 | 92 | 243 | 274 | 1.1% |
| Q2 2025 | 799 | $22.9B | 148,218,035 | 84 | 267 | 243 | 0.6% |
| Q1 2025 | 800 | $20.9B | 149,364,639 | 102 | 279 | 225 | 0.7% |
| Q4 2024 | 780 | $22.9B | 145,898,228 | 93 | 211 | 265 | 1.0% |
| Q3 2024 | 704 | $18.9B | 153,282,965 | 61 | 220 | 222 | 0.6% |
| Q2 2024 | 691 | $18.5B | 148,996,470 | 70 | 227 | 202 | 0.6% |
| Q1 2024 | 665 | $19.9B | 154,984,510 | 63 | 232 | 182 | 0.5% |
| Q4 2023 | 650 | $17.1B | 152,915,625 | 64 | 192 | 191 | 0.5% |
| Q3 2023 | 588 | $14.8B | 146,099,756 | 58 | 162 | 200 | 0.8% |
| Q2 2023 | 554 | $15.4B | 147,543,705 | 46 | 163 | 211 | 0.6% |
| Q1 2023 | 563 | $14.7B | 158,468,928 | 49 | 174 | 194 | 0.3% |
| Q4 2022 | 552 | $14.9B | 138,698,111 | 68 | 140 | 197 | 0.8% |
| Q3 2022 | 669 | $16.2B | 162,922,049 | 70 | 203 | 227 | 0.9% |
| Q2 2022 | 656 | $14.5B | 160,446,724 | 68 | 224 | 222 | 1.1% |
| Q1 2022 | 669 | $17.4B | 163,163,349 | 78 | 228 | 213 | 0.5% |
| Q4 2021 | 643 | $15.6B | 160,451,274 | 69 | 189 | 197 | 0.6% |
| Q3 2021 | 581 | $14.0B | 156,847,033 | 58 | 483 | 23 | 0.6% |
| Q2 2021 | 567 | $13.3B | 107,502,290 | 54 | 162 | 204 | 0.8% |
| Q1 2021 | 558 | $12.5B | 105,543,666 | 77 | 163 | 187 | 0.8% |
| Q4 2020 | 536 | $9.7B | 104,112,371 | 72 | 165 | 162 | 1.1% |
| Q3 2020 | 477 | $7.3B | 104,037,081 | 37 | 133 | 180 | 0.8% |
| Q2 2020 | 489 | $7.1B | 107,169,306 | 62 | 138 | 191 | 0.9% |
| Q1 2020 | 466 | $6.6B | 102,960,500 | 47 | 149 | 175 | 0.8% |
| Q4 2019 | 490 | $9.4B | 104,243,745 | 39 | 139 | 166 | 0.7% |
| Q3 2019 | 476 | $8.2B | 99,121,867 | 35 | 156 | 167 | 0.8% |
| Q2 2019 | 498 | $8.6B | 99,903,328 | 55 | 145 | 164 | 1.4% |
| Q1 2019 | 502 | $8.1B | 99,778,906 | 68 | 136 | 177 | 0.7% |
| Q4 2018 | 467 | $7.7B | 102,755,154 | 5 | 11 | 9 | 0.5% |