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%)
Pre-Market: $160.53 (+2.41, +1.52%)
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.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
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 |