Who owns Raymond James Financial (RJF)
Which tracked institutional funds hold RJF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RJF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
208 tracked funds added or opened RJF while 148 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
RJF’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes RJF more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in RJF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 848 tracked filers holding RJF, 380 increased or opened the position and 465 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in RJF between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 25
- CAPITOLIS LIQUID GLOBAL MARKETS LLC$126M
- MARSHALL WACE, LLP$101M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$18M
- RENAISSANCE TECHNOLOGIES LLC$12M
- 1248 Management, LLC$10M
- Nykredit A/S$10M
Full exits 64
- T. Rowe Price Investment Management, Inc.$496M
- Amundi$58M
- NATIXIS ADVISORS, LLC$46M
- DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$37M
- SG Americas Securities, LLC$29M
- NEW YORK STATE TEACHERS RETIREMENT SYSTEM$26M
Largest adds
- BlackRock, Inc.$540M
- GOLDMAN SACHS GROUP INC$102M
- TWO SIGMA INVESTMENTS, LP$68M
- HARRIS ASSOCIATES L P$66M
- VANGUARD CAPITAL MANAGEMENT LLC$64M
- STATE STREET CORP$62M
Largest trims
- JPMORGAN CHASE & CO$225M
- FMR LLC$173M
- FRANKLIN RESOURCES INC$93M
- FIRST TRUST ADVISORS LP$69M
- BARCLAYS PLC$55M
- Prana Capital Management, LP$52M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 14,343,870 | $2.2B | 10.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 11,237,644 | $1.7B | 8.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 9,446,121 | $1.4B | 7.0% | 2026-Q2 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 9,242,552 | $1.4B | 6.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 8,900,131 | $1.4B | 6.6% | 2026-Q2 |
| STATE STREET CORP added | 7,889,824 | $1.2B | 5.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,647,639 | $704M | 3.4% | 2026-Q2 |
| FMR LLC trimmed | 4,404,819 | $670M | 3.3% | 2026-Q2 |
| HARRIS ASSOCIATES L P added | 3,693,787 | $562M | 2.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,711,675 | $404M | 2.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,449,646 | $372M | 1.8% | 2026-Q2 |
| NORGES BANK added | 2,432,562 | $370M | 1.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,371,847 | $361M | 1.8% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 2,328,700 | $354M | 1.7% | 2026-Q2 |
| MORGAN STANLEY added | 2,222,277 | $338M | 1.6% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 2,203,294 | $335M | 1.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,121,458 | $323M | 1.6% | 2026-Q2 |
| Invesco Ltd. trimmed | 2,049,456 | $312M | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,929,515 | $293M | 1.4% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,896,135 | $290M | 1.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 1,887,400 | $287M | 1.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,502,772 | $228M | 1.1% | 2026-Q2 |
| CITIGROUP INC added | 1,311,746 | $199M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,198,803 | $182M | 0.9% | 2026-Q2 |
| Legal & General Group Plc trimmed | 1,195,891 | $182M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,137,920 | $173M | 0.8% | 2026-Q2 |
| Harfst & Associates, Inc. trimmed | 1,061,066 | $161M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 957,990 | $146M | 0.7% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 900,290 | $137M | 0.7% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 897,154 | $136M | 0.7% | 2026-Q2 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 826,000 | $126M | 0.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 811,474 | $123M | 0.6% | 2026-Q2 |
| BARCLAYS PLC trimmed | 797,506 | $121M | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 783,630 | $119M | 0.6% | 2026-Q2 |
| Nuveen, LLC added | 732,955 | $111M | 0.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 720,078 | $109M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 719,592 | $109M | 0.5% | 2026-Q2 |
| MARSHALL WACE, LLP added | 665,450 | $101M | 0.5% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 587,783 | $89M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 577,026 | $88M | 0.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 554,061 | $84M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 552,875 | $84M | 0.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 540,130 | $82M | 0.4% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 536,744 | $82M | 0.4% | 2026-Q2 |
| Munich Reinsurance Co Stock Corp in Munich added | 491,089 | $75M | 0.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 490,467 | $75M | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 490,464 | $75M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 472,067 | $72M | 0.3% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO trimmed | 460,228 | $70M | 0.3% | 2026-Q2 |
| PFA Pension, Forsikringsaktieselskab added | 456,634 | $69M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 430,240 | $65M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 420,314 | $61M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 411,246 | $63M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 410,441 | $62M | 0.3% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 377,022 | $57M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 365,176 | $56M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 361,511 | $55M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 339,446 | $52M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 335,219 | $51M | 0.2% | 2026-Q2 |
| National Pension Service added | 324,343 | $49M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 319,061 | $49M | 0.2% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 315,110 | $48M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 294,566 | $44M | 0.2% | 2026-Q2 |
| NATIXIS added | 293,048 | $45M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 292,408 | $44M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd trimmed | 287,419 | $44M | 0.2% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 276,626 | $42M | 0.2% | 2026-Q2 |
| Jump Financial, LLC added | 272,570 | $41M | 0.2% | 2026-Q2 |
| Davis Asset Management, L.P. | 270,000 | $41M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 260,485 | $40M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 259,627 | $39M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 258,269 | $39M | 0.2% | 2026-Q2 |
| TD Asset Management Inc trimmed | 255,475 | $39M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 248,801 | $38M | 0.2% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 246,572 | $37M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 239,020 | $36M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 228,941 | $35M | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 226,811 | $34M | 0.2% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 226,388 | $34M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 226,142 | $34M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 223,806 | $34M | 0.2% | 2026-Q2 |
| Woodline Partners LP added | 223,162 | $34M | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 191,184 | $29M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 189,793 | $29M | 0.1% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 188,045 | $28M | 0.1% | 2026-Q2 |
| Arbejdsmarkedets Tillaegspension added | 187,600 | $29M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 187,167 | $28M | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 184,317 | $28M | 0.1% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 181,805 | $28M | 0.1% | 2026-Q2 |
| APG Asset Management N.V. added | 176,801 | $24M | 0.1% | 2026-Q2 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 176,430 | $27M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 169,801 | $26M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 169,693 | $26M | 0.1% | 2026-Q2 |
| AVIVA PLC trimmed | 161,428 | $25M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 153,532 | $23M | 0.1% | 2026-Q2 |
| NICHOLAS COMPANY, INC. trimmed | 148,965 | $23M | 0.1% | 2026-Q2 |
| DANSKE BANK A/S trimmed | 141,545 | $22M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 135,531 | $21M | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund trimmed | 134,745 | $20M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.