Who owns RJF (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-Q1 13F filings. 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
The tracked-fund tape on RJF is one-sided between 2025-Q4 and 2026-Q1: 100 added or opened and 329 trimmed or exited — on balance reducing.
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, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 916 tracked filers holding RJF, 400 increased or opened the position and 484 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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 38
- VANGUARD CAPITAL MANAGEMENT LLC$1.6B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B
- HARRIS ASSOCIATES L P$496M
- VANGUARD FIDUCIARY TRUST CO$140M
- Vanguard Global Advisers, LLC$54M
- VANGUARD ASSET MANAGEMENT, Ltd$43M
Full exits 50
- VANGUARD GROUP INC$3.5B
- Qube Research & Technologies Ltd$88M
- WORLDQUANT MILLENNIUM ADVISORS LLC$34M
- Ceredex Value Advisors LLC$24M
- MARSHALL WACE, LLP$23M
- Freestone Grove Partners LP$23M
Largest adds
- T. Rowe Price Investment Management, Inc.$134M
- FRANKLIN RESOURCES INC$107M
- CITIGROUP INC$71M
- BARCLAYS PLC$60M
- JONES FINANCIAL COMPANIES LLLP$36M
- LOS ANGELES CAPITAL MANAGEMENT LLC$34M
Largest trims
- BlackRock, Inc.$633M
- JPMORGAN CHASE & CO$224M
- PRIMECAP MANAGEMENT CO/CA/$147M
- FIRST TRUST ADVISORS LP$137M
- STATE STREET CORP$133M
- MORGAN STANLEY$110M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC new | 11,358,693 | $1.6B | 6.9% | 2026-Q1 |
| BlackRock, Inc. trimmed | 11,334,664 | $1.6B | 6.9% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 9,700,176 | $1.4B | 5.9% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ added | 9,347,172 | $1.4B | 5.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 9,062,289 | $1.3B | 5.5% | 2026-Q1 |
| STATE STREET CORP trimmed | 7,854,530 | $1.1B | 4.8% | 2026-Q1 |
| FMR LLC added | 5,817,983 | $842M | 3.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,637,162 | $669M | 2.8% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 4,468,661 | $630M | 2.6% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 3,427,599 | $496M | 2.1% | 2026-Q1 |
| HARRIS ASSOCIATES L P new | 3,425,321 | $496M | 2.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 2,489,689 | $360M | 1.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 2,459,488 | $356M | 1.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,449,760 | $355M | 1.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,399,638 | $347M | 1.5% | 2026-Q1 |
| EARNEST PARTNERS LLC trimmed | 2,222,599 | $322M | 1.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,149,848 | $311M | 1.3% | 2026-Q1 |
| NORGES BANK added | 2,236,285 | $311M | 1.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 2,089,584 | $303M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 1,928,526 | $279M | 1.2% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 1,878,543 | $273M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,526,098 | $221M | 0.9% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,491,139 | $216M | 0.9% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,419,741 | $206M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,240,769 | $180M | 0.8% | 2026-Q1 |
| BARCLAYS PLC added | 1,218,874 | $176M | 0.7% | 2026-Q1 |
| Legal & General Group Plc added | 1,195,919 | $173M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,129,959 | $164M | 0.7% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 1,088,793 | $158M | 0.7% | 2026-Q1 |
| Harfst & Associates, Inc. trimmed | 1,061,208 | $154M | 0.6% | 2026-Q1 |
| CITIGROUP INC added | 974,924 | $141M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 967,747 | $140M | 0.6% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 920,677 | $133M | 0.6% | 2026-Q1 |
| UBS Group AG added | 874,547 | $127M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 791,683 | $114M | 0.5% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 731,819 | $106M | 0.4% | 2026-Q1 |
| Nuveen, LLC trimmed | 724,435 | $105M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 583,832 | $85M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 548,144 | $79M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 532,319 | $77M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 509,075 | $74M | 0.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 494,268 | $72M | 0.3% | 2026-Q1 |
| Munich Reinsurance Co Stock Corp in Munich added | 478,389 | $69M | 0.3% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO trimmed | 471,389 | $68M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 438,477 | $63M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 430,588 | $62M | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 386,107 | $62M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 414,205 | $60M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 410,604 | $59M | 0.2% | 2026-Q1 |
| Amundi added | 401,301 | $58M | 0.2% | 2026-Q1 |
| PFA Pension, Forsikringsaktieselskab trimmed | 397,661 | $58M | 0.2% | 2026-Q1 |
| Fisher Asset Management, LLC added | 397,142 | $58M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 370,740 | $54M | 0.2% | 2026-Q1 |
| Prana Capital Management, LP added | 359,339 | $52M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 347,745 | $50M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 340,229 | $49M | 0.2% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 338,002 | $49M | 0.2% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 334,889 | $48M | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 334,564 | $48M | 0.2% | 2026-Q1 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 326,398 | $47M | 0.2% | 2026-Q1 |
| National Pension Service added | 322,301 | $47M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 321,361 | $47M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 320,316 | $46M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 299,966 | $43M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 299,720 | $43M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 296,789 | $43M | 0.2% | 2026-Q1 |
| TD Asset Management Inc trimmed | 291,136 | $42M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 285,029 | $41M | 0.2% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 278,793 | $40M | 0.2% | 2026-Q1 |
| Davis Asset Management, L.P. | 270,000 | $39M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 269,147 | $39M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 259,457 | $38M | 0.2% | 2026-Q1 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC trimmed | 258,209 | $37M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 258,909 | $37M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 244,023 | $35M | 0.1% | 2026-Q1 |
| Sterling Capital Management LLC trimmed | 234,365 | $34M | 0.1% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 210,922 | $31M | 0.1% | 2026-Q1 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. added | 203,905 | $30M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 198,547 | $29M | 0.1% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 203,718 | $29M | 0.1% | 2026-Q1 |
| Artisan Partners Limited Partnership new | 195,666 | $28M | 0.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 190,863 | $28M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 182,279 | $26M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 177,016 | $26M | 0.1% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 176,312 | $26M | 0.1% | 2026-Q1 |
| Arbejdsmarkedets Tillaegspension added | 174,290 | $25M | 0.1% | 2026-Q1 |
| Premier Fund Managers Ltd trimmed | 175,502 | $25M | 0.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 170,462 | $25M | 0.1% | 2026-Q1 |
| Vest Financial, LLC trimmed | 168,358 | $24M | 0.1% | 2026-Q1 |
| AVIVA PLC added | 167,511 | $24M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 21,660,119 | $3.5B | 14.6% | 2025-Q4 stale |
| AGF MANAGEMENT LTD trimmed | 1,621,549 | $225M | 0.9% | 2025-Q1 stale |
| Qube Research & Technologies Ltd added | 547,613 | $88M | 0.4% | 2025-Q4 stale |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH trimmed | 379,000 | $58M | 0.2% | 2025-Q2 stale |
| IAT REINSURANCE CO LTD. | 298,125 | $51M | 0.2% | 2025-Q3 stale |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 213,220 | $34M | 0.1% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 192,437 | $27M | 0.1% | 2025-Q1 stale |
| Ceredex Value Advisors LLC trimmed | 148,165 | $24M | 0.1% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 145,719 | $23M | 0.1% | 2025-Q4 stale |
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.