Security Snapshot

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

CUSIP: 754730109

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

897

Shares (Excl. Options)

151,793,446

Price

$152.03

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
-45,210
Value change
+$5,713,520
Number of holders
897
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
197,316,571
SEC-reported price per share
$180.02
Insider filing price
$180.02
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.
  • 897 institutions reported positions in Q2 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 921 to 897 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $21,959,542,213 to $23,058,565,037.

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 897 institutions filings for Q2 2026.

Open SEC evidence

Security key

754730109

Latest holder period

Q2 2026

13F holders

897

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 30 Jun 2026, 897 institutional investors reported holding 151,793,446 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
54%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 7.3% 14,343,870 +1.6% 0.03% $2,180,698,682
VANGUARD CAPITAL MANAGEMENT LLC 5.7% 11,237,644 -1.1% 0.04% $1,708,459,017
WELLINGTON MANAGEMENT GROUP LLP 4.8% 9,446,121 -2.6% 0.25% $1,436,093,776
PRIMECAP MANAGEMENT CO/CA/ 4.7% 9,242,552 -1.1% 0.83% $1,405,145,182
VANGUARD PORTFOLIO MANAGEMENT LLC 4.5% 8,900,131 -1.8% 0.06% $1,353,086,916
STATE STREET CORP 4% 7,889,824 +0.45% 0.04% $1,199,423,807
GEODE CAPITAL MANAGEMENT, LLC 2.4% 4,647,639 +0.23% 0.04% $703,734,732
FMR LLC 2.2% 4,404,819 -25% 0.03% $669,664,560
HARRIS ASSOCIATES L P 1.9% 3,693,787 +7.8% 0.75% $561,566,476
T. Rowe Price Investment Management, Inc. 1.4% 2,805,776 -18% 0.28% $426,563,000
JPMORGAN CHASE & CO 1.4% 2,711,675 -39% 0.02% $404,256,769
DIMENSIONAL FUND ADVISORS LP 1.2% 2,449,646 +2.1% 0.07% $372,368,126
NORGES BANK 1.2% 2,432,562 0.04% $369,822,401
BANK OF AMERICA CORP /DE/ 1.2% 2,371,847 -3.2% 0.02% $360,591,932
VICTORY CAPITAL MANAGEMENT INC 1.2% 2,328,700 -6.5% 0.2% $354,032,323
MORGAN STANLEY 1.1% 2,222,277 +3.4% 0.02% $337,853,162
EARNEST PARTNERS LLC 1.1% 2,203,294 -0.87% 1.2% $334,966,787
GOLDMAN SACHS GROUP INC 1.1% 2,121,458 +39% 0.03% $322,525,350
Invesco Ltd. 1% 2,049,456 -4.7% 0.02% $311,578,799
NORTHERN TRUST CORP 0.98% 1,929,515 +0.05% 0.03% $293,344,165
FIRST TRUST ADVISORS LP 0.96% 1,887,400 -23% 0.17% $286,941,398
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.96% 1,886,639 +0.76% 0.1% $287,724,332
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.76% 1,502,772 +5.8% 0.04% $228,466,426
CITIGROUP INC 0.66% 1,311,746 +35% 0.09% $199,424,744
Bank of New York Mellon Corp 0.61% 1,198,803 -3.4% 0.03% $182,254,006

Quarter history

Institutional holders across reporting periods

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

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 151,793,446 $23,058,565,037 +$5,713,520 $152.03 897
2026 Q1 151,806,852 $21,959,542,213 -$311,769,871 $144.79 921
2025 Q4 153,094,688 $24,584,726,636 +$200,510,996 $160.59 932
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
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