Security Snapshot

RAYMOND JAMES FINANCIAL INC - Common Stock (RJF) Institutional Ownership

CUSIP: 754730109

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

910

Shares (Excl. Options)

151,727,047

Price

$144.79

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
-1,605,760
Value change
-$297,449,503
Number of holders
910
Issuer context 3 identity fields
Shares outstanding
197,316,571
SEC-reported price per share
$153.96
Insider filing price
$153.96
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • RJF - RAYMOND JAMES FINANCIAL INC - Common Stock is tracked under CUSIP 754730109.
  • 910 institutions reported positions in Q1 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 931 to 910 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $24,584,675,620 to $21,947,987,272.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 910 institutions filings for Q1 2026.

Open SEC Evidence

Security key

754730109

Latest holder period

Q1 2026

13F holders

910

13D/G owners

3

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
3
Security
RJF
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD CAPITAL MANAGEMENT LLC 6.6% $1,891,298,670 13,062,357 Vanguard Capital Management 31 Mar 2026
PRIMECAP MANAGEMENT CO/CA/ 4.7% $1,315,230,182 9,718,689 PRIMECAP MANAGEMENT CO/CA/ 31 Mar 2025
WELLINGTON MANAGEMENT GROUP LLP 4.7% $1,515,670,200 9,568,625 Wellington Management Group LLP 30 Jun 2025

As of 31 Mar 2026, 910 institutional investors reported holding 151,727,047 shares of RAYMOND JAMES FINANCIAL INC - Common Stock (RJF). This represents 77% of the company’s total 197,316,571 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
56%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 7.2% 14,119,123 -0.31% 0.04% $2,044,307,848
VANGUARD CAPITAL MANAGEMENT LLC 5.8% 11,358,693 0% 0.04% $1,644,625,160
WELLINGTON MANAGEMENT GROUP LLP 4.9% 9,700,176 +12% 0.26% $1,404,488,482
PRIMECAP MANAGEMENT CO/CA/ 4.7% 9,347,172 +0.05% 1.1% $1,353,377,035
VANGUARD PORTFOLIO MANAGEMENT LLC 4.6% 9,062,289 0% 0.07% $1,312,128,824
STATE STREET CORP 4% 7,854,530 -0.7% 0.04% $1,137,257,399
FMR LLC 3% 5,846,443 +2.5% 0.04% $846,506,395
GEODE CAPITAL MANAGEMENT, LLC 2.4% 4,637,162 +1.9% 0.04% $668,734,494
JPMORGAN CHASE & CO 2.3% 4,468,661 -16% 0.04% $629,589,863
T. Rowe Price Investment Management, Inc. 1.7% 3,427,599 -0.87% 0.34% $496,283,000
HARRIS ASSOCIATES L P 1.7% 3,425,321 0.66% $495,952,232
VICTORY CAPITAL MANAGEMENT INC 1.3% 2,489,689 -11% 0.23% $360,482,130
FIRST TRUST ADVISORS LP 1.2% 2,459,488 -20% 0.25% $356,109,208
BANK OF AMERICA CORP /DE/ 1.2% 2,449,760 +9.9% 0.03% $354,700,705
DIMENSIONAL FUND ADVISORS LP 1.2% 2,399,638 +1.8% 0.07% $347,390,456
EARNEST PARTNERS LLC 1.1% 2,222,599 -4.1% 1.3% $321,810,109
Invesco Ltd. 1.1% 2,149,881 -8.1% 0.05% $311,281,265
MORGAN STANLEY 1.1% 2,149,847 -18% 0.02% $311,276,616
NORTHERN TRUST CORP 0.98% 1,928,526 -0.99% 0.04% $279,231,279
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.95% 1,872,434 -3.1% 0.1% $271,946,048
GOLDMAN SACHS GROUP INC 0.77% 1,526,098 -17% 0.03% $220,963,745
FRANKLIN RESOURCES INC 0.76% 1,491,139 +120% 0.05% $215,902,017
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.72% 1,419,741 +0.93% 0.04% $205,564,300
Bank of New York Mellon Corp 0.63% 1,240,769 +3.2% 0.03% $179,650,925
BARCLAYS PLC 0.62% 1,218,874 +68% 0.06% $176,480,766

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 151,727,047 $21,947,987,272 -$297,449,503 $144.79 910
2025 Q4 153,094,370 $24,584,675,620 +$201,043,994 $160.59 931
2025 Q3 150,755,876 $26,016,463,523 -$719,133,827 $172.60 881
2025 Q2 155,252,821 $23,806,145,616 +$216,661,340 $153.37 844
2025 Q1 154,358,778 $21,429,763,947 +$27,407,066 $138.91 846
2024 Q4 153,468,962 $23,839,512,545 -$440,860,894 $155.33 830
2024 Q3 155,837,411 $19,081,783,642 +$267,305,255 $122.46 752
2024 Q2 153,355,515 $18,935,065,422 -$221,843,385 $123.61 743
2024 Q1 154,907,441 $19,871,563,367 +$20,232,539 $128.42 718
2023 Q4 155,838,754 $17,361,452,225 -$50,154,107 $111.50 713
2023 Q3 156,102,954 $15,680,244,610 -$264,238,829 $100.43 653
2023 Q2 158,696,582 $16,444,168,762 -$62,744,905 $103.77 635
2023 Q1 159,278,310 $14,839,039,293 -$376,787,756 $93.27 655
2022 Q4 163,397,490 $17,464,394,647 +$64,501,072 $106.85 695
2022 Q3 163,008,051 $16,118,237,091 +$32,165,619 $98.82 655
2022 Q2 160,484,423 $14,342,925,006 +$360,384,971 $89.41 642
2022 Q1 156,482,280 $17,169,027,522 +$517,796,950 $109.91 654
2021 Q4 153,336,236 $15,368,302,240 +$283,143,968 $100.40 627
2021 Q3 149,992,887 $13,812,807,699 +$4,517,304,925 $92.28 564
2021 Q2 100,807,547 $13,064,687,075 +$96,963,935 $129.90 552
2021 Q1 99,985,445 $12,227,938,919 +$261,691,557 $122.56 531
2020 Q4 97,877,099 $9,359,760,651 -$90,459,367 $95.67 520
2020 Q3 98,966,671 $7,199,754,514 -$226,352,046 $72.76 462
2020 Q2 101,964,735 $7,017,192,888 -$28,201,816 $68.83 470
2020 Q1 102,534,414 $6,480,763,039 +$73,502,617 $63.20 444
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