RJF Institutional Ownership
Raymond James Financial, Inc.
1W: +1.9%
1M: -1.5%
3M: -8.9%
YTD: -2.3%
1Y: -1.3%
3Y: +72.6%
5Y: +69.4%
$158.12
+0.05 (+0.03%)
Weekly Expected Move ±2.6%
$150
$154
$158
$162
$166
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $62.2M held by 143 funds, 92 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — RJF
994
Institutional Holders
-32 vs prior quarter
0.0%
Ownership
+0.00pp
$23B
Total Invested
76
New Positions
332
Increased
430
Reduced
87
Closed
0.81
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1082 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 14,343,870 | $2.3B | +224,747 | +1.6% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 11,237,644 | $1.8B | -121,049 | -1.1% | 2Q | SEC ↗ |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 9,446,121 | $1.5B | -254,055 | -2.6% | 50Q | SEC ↗ |
| 4 | PRIMECAP MANAGEMENT CO/CA | 9,242,552 | $1.5B | -104,620 | -1.1% | 15Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8,900,131 | $1.4B | -162,158 | -1.8% | 2Q | SEC ↗ |
| 6 | STATE STREET CORP | 7,889,824 | $1.2B | +35,294 | +0.4% | 46Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 4,647,639 | $735M | +10,477 | +0.2% | 92Q | SEC ↗ |
| 8 | FMR LLC | 4,404,819 | $696M | -1,441,624 | -24.7% | 110Q | SEC ↗ |
| 9 | HARRIS ASSOCIATES L P | 3,693,787 | $584M | +268,466 | +7.8% | 2Q | SEC ↗ |
| 10 | T. Rowe Price Investment Management, I | 2,805,776 | $444M | -621,823 | -18.1% | 17Q | SEC ↗ |
| 11 | JPMORGAN CHASE & CO | 2,711,675 | $429M | -1,756,986 | -39.3% | 103Q | SEC ↗ |
| 12 | DIMENSIONAL FUND ADVISORS LP | 2,449,646 | $387M | +50,008 | +2.1% | 102Q | SEC ↗ |
| 13 | NORGES BANK NEW | 2,432,562 | $385M | — | +0.0% | 1Q | SEC ↗ |
| 14 | BANK OF AMERICA CORP /DE | 2,371,847 | $375M | -77,913 | -3.2% | 15Q | SEC ↗ |
| 15 | VICTORY CAPITAL MANAGEMENT INC | 2,328,700 | $368M | -160,989 | -6.5% | 45Q | SEC ↗ |
| 16 | MORGAN STANLEY | 2,222,277 | $351M | +72,429 | +3.4% | 60Q | SEC ↗ |
| 17 | EARNEST PARTNERS LLC | 2,203,294 | $348M | -19,305 | -0.9% | 51Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC | 2,121,458 | $335M | +595,360 | +39.0% | 15Q | SEC ↗ |
| 19 | Invesco Ltd. | 2,049,456 | $324M | -100,425 | -4.7% | 79Q | SEC ↗ |
| 20 | NORTHERN TRUST CORP | 1,929,515 | $305M | +989 | +0.1% | 110Q | SEC ↗ |
| 21 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 1,896,135 | $300M | +17,592 | +0.9% | 42Q | SEC ↗ |
| 22 | FIRST TRUST ADVISORS LP | 1,887,400 | $298M | -572,088 | -23.3% | 55Q | SEC ↗ |
| 23 | UBS AM, a distinct business unit of UB | 1,502,772 | $238M | +83,031 | +5.8% | 58Q | SEC ↗ |
| 24 | CITIGROUP INC | 1,311,746 | $207M | +336,822 | +34.5% | 93Q | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 1,198,803 | $190M | -41,966 | -3.4% | 76Q | SEC ↗ |
| 26 | Legal & General Group Plc | 1,195,891 | $189M | -28 | -0.0% | 27Q | SEC ↗ |
| 27 | Sixth Street Partners Management Compa NEW | 1,137,920 | $180M | — | +0.0% | 1Q | SEC ↗ |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,137,920 | $180M | +7,961 | +0.7% | 15Q | SEC ↗ |
| 29 | Harfst & Associates, Inc. | 1,061,066 | $168M | -142 | -0.0% | 45Q | SEC ↗ |
| 30 | VANGUARD FIDUCIARY TRUST CO | 957,990 | $151M | -9,757 | -1.0% | 2Q | SEC ↗ |
| 31 | SEI INVESTMENTS CO | 900,290 | $142M | -20,387 | -2.2% | 15Q | SEC ↗ |
| 32 | HSBC HOLDINGS PLC | 897,154 | $142M | -191,639 | -17.6% | 54Q | SEC ↗ |
| 33 | CAPITOLIS LIQUID GLOBAL MARKETS LLC NEW | 826,000 | $131M | — | +0.0% | 1Q | SEC ↗ |
| 34 | FRANKLIN RESOURCES INC | 811,474 | $128M | -679,665 | -45.6% | 22Q | SEC ↗ |
| 35 | BARCLAYS PLC | 797,506 | $126M | -421,368 | -34.6% | 67Q | SEC ↗ |
| 36 | UBS Group AG | 783,630 | $124M | -90,917 | -10.4% | 47Q | SEC ↗ |
| 37 | Nuveen, LLC | 732,955 | $116M | +8,520 | +1.2% | 6Q | SEC ↗ |
| 38 | MERCER GLOBAL ADVISORS INC /ADV | 720,078 | $114M | -11,741 | -1.6% | 30Q | SEC ↗ |
| 39 | AQR CAPITAL MANAGEMENT LLC | 719,592 | $114M | -74,271 | -9.4% | 62Q | SEC ↗ |
| 40 | RAYMOND JAMES FINANCIAL INC | 709,746 | $112M | +7,658 | +1.1% | 7Q | SEC ↗ |
| 41 | MARSHALL WACE, LLP NEW | 665,450 | $105M | — | +0.0% | 1Q | SEC ↗ |
| 42 | CANADA PENSION PLAN INVESTMENT BOARD | 587,783 | $93M | +253,219 | +75.7% | 11Q | SEC ↗ |
| 43 | DEUTSCHE BANK AG | 577,026 | $91M | -6,806 | -1.2% | 52Q | SEC ↗ |
| 44 | AMERICAN CENTURY COMPANIES INC | 554,061 | $88M | +139,856 | +33.8% | 15Q | SEC ↗ |
| 45 | BNP PARIBAS FINANCIAL MARKETS | 552,875 | $87M | +20,556 | +3.9% | 43Q | SEC ↗ |
| 46 | PRINCIPAL FINANCIAL GROUP INC | 540,130 | $85M | -8,014 | -1.5% | 83Q | SEC ↗ |
| 47 | HEALTHCARE OF ONTARIO PENSION PLAN TRU | 536,744 | $85M | +325,822 | +154.5% | 11Q | SEC ↗ |
| 48 | Munich Reinsurance Co Stock Corp in Mu | 491,089 | $78M | +12,700 | +2.7% | 4Q | SEC ↗ |
| 49 | PNC Financial Services Group, Inc. | 490,467 | $78M | -3,801 | -0.8% | 15Q | SEC ↗ |
| 50 | TWO SIGMA INVESTMENTS, LP | 490,464 | $78M | +444,673 | +971.1% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 2,432,562 | $385M |
| Sixth Street Partners Management Co | 1,137,920 | $180M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 826,000 | $131M |
| MARSHALL WACE, LLP | 665,450 | $105M |
| HRT FINANCIAL LP | 163,450 | $26M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 120,953 | $19M |
| RENAISSANCE TECHNOLOGIES LLC | 77,337 | $12M |
| 1248 Management, LLC | 65,770 | $10M |
| Nykredit A/S | 55,677 | $9M |
| Aquatic Capital Management LLC | 34,285 | $5M |
| THORNBURG INVESTMENT MANAGEMENT INC | 33,203 | $5M |
| Mizuho Markets Cayman LP | 28,354 | $4M |
| Jupiter Topco LLC | 22,422 | $4M |
| Johnson Financial Group, LLC | 21,982 | $3M |
| ExodusPoint Capital Management, LP | 20,756 | $3M |
| Trexquant Investment LP | 20,698 | $3M |
| LOGAN CAPITAL MANAGEMENT INC | 17,729 | $3M |
| Fieldview Capital Management, LLC | 12,023 | $2M |
| Kentucky Retirement Systems | 11,258 | $2M |
| PDT Partners, LLC | 8,300 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Qube Research & Technologies Ltd | 547,613 | $87M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 213,220 | $34M |
| North Reef Capital Management LP | 159,162 | $25M |
| Ceredex Value Advisors LLC | 148,165 | $23M |
| Freestone Grove Partners LP | 145,637 | $23M |
| TUDOR INVESTMENT CORP ET AL | 135,715 | $21M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 123,150 | $19M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 99,100 | $16M |
| Longaeva Partners L.P. | 90,741 | $14M |
| Tredje AP-fonden | 81,611 | $13M |
| CHILTON INVESTMENT CO INC. | 73,945 | $12M |
| Blue Sparrow, LLC /DE | 70,000 | $11M |
| ALGEBRIS (UK) LTD | 63,355 | $10M |
| Aware Super Pty Ltd as trustee of A | 58,212 | $9M |
| ACADIAN ASSET MANAGEMENT LLC | 57,634 | $9M |
| Fiera Capital Corp | 56,312 | $9M |
| Interval Partners, LP | 49,166 | $8M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 40,095 | $6M |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | 38,260 | $6M |
| Skandinaviska Enskilda Banken AB (p | 36,696 | $6M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +595,360 | +39.0% | 2,121,458 |
| TWO SIGMA INVESTMENTS, LP | +444,673 | +971.1% | 490,464 |
| CITIGROUP INC | +336,822 | +34.5% | 1,311,746 |
| HEALTHCARE OF ONTARIO PENSION PLAN | +325,822 | +154.5% | 536,744 |
| NATIXIS | +282,739 | +2742.6% | 293,048 |
| HARRIS ASSOCIATES L P | +268,466 | +7.8% | 3,693,787 |
| Jump Financial, LLC | +266,720 | +4559.3% | 272,570 |
| CANADA PENSION PLAN INVESTMENT BOAR | +253,219 | +75.7% | 587,783 |
| BlackRock, Inc. | +224,747 | +1.6% | 14,343,870 |
| JANE STREET GROUP, LLC | +218,163 | +2024.2% | 228,941 |
| Woodline Partners LP | +215,845 | +2949.9% | 223,162 |
| Caisse de depot et placement du Que | +215,358 | +1952.5% | 226,388 |
| D. E. Shaw & Co., Inc. | +198,013 | +140.0% | 339,446 |
| MILLENNIUM MANAGEMENT LLC | +184,780 | +3686.0% | 189,793 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | +181,386 | +278.3% | 246,572 |
| Treasurer of the State of North Car | +159,694 | +164.0% | 257,075 |
| AMERICAN CENTURY COMPANIES INC | +139,856 | +33.8% | 554,061 |
| Squarepoint Ops LLC | +132,684 | +124.8% | 239,020 |
| Russell Investments Group, Ltd. | +89,383 | +65.4% | 226,142 |
| NATIONAL BANK OF CANADA /FI | +87,662 | +84.7% | 191,184 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -1,756,986 | -39.3% | 2,711,675 |
| FMR LLC | -1,441,624 | -24.7% | 4,404,819 |
| FRANKLIN RESOURCES INC | -679,665 | -45.6% | 811,474 |
| T. Rowe Price Investment Management | -621,823 | -18.1% | 2,805,776 |
| FIRST TRUST ADVISORS LP | -572,088 | -23.3% | 1,887,400 |
| BARCLAYS PLC | -421,368 | -34.6% | 797,506 |
| Prana Capital Management, LP | -356,019 | -99.1% | 3,320 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -270,742 | -80.1% | 67,260 |
| WELLINGTON MANAGEMENT GROUP LLP | -254,055 | -2.6% | 9,446,121 |
| HSBC HOLDINGS PLC | -191,639 | -17.6% | 897,154 |
| BNP PARIBAS ASSET MANAGEMENT Holdin | -182,837 | -61.0% | 117,129 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -162,158 | -1.8% | 8,900,131 |
| VICTORY CAPITAL MANAGEMENT INC | -160,989 | -6.5% | 2,328,700 |
| Baird Financial Group, Inc. | -150,805 | -97.6% | 3,764 |
| PALISADE CAPITAL MANAGEMENT, LP | -149,968 | -45.9% | 176,430 |
| VANGUARD CAPITAL MANAGEMENT LLC | -121,049 | -1.1% | 11,237,644 |
| Robeco Institutional Asset Manageme | -116,539 | -81.1% | 27,105 |
| PRIMECAP MANAGEMENT CO/CA | -104,620 | -1.1% | 9,242,552 |
| Invesco Ltd. | -100,425 | -4.7% | 2,049,456 |
| Korea Investment CORP | -100,424 | -66.5% | 50,606 |