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

Q4 2025

Institutions Reporting

924

Shares (Excl. Options)

153,036,261

Price

$160.59

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Type / Class
Equity / Common Stock
Symbol
RJF on NYSE
Shares outstanding
203,587,766
Price per share
$144.79
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
153,036,261
Total reported value
$24,575,343,746
% of total 13F portfolios
0.01%
Share change
+1,295,583
Value change
+$201,335,777
Number of holders
924
Price from insider filings
$144.79
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • RJF - RAYMOND JAMES FINANCIAL INC - Common Stock is tracked under CUSIP 754730109.
  • 924 institutions reported positions in Q4 2025.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 924 to 154 between Q4 2025 and Q1 2026.
  • Reported value moved from $24,575,343,746 to $273,723,815.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 924 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 754730109?
CUSIP 754730109 identifies RJF - RAYMOND JAMES FINANCIAL INC - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of RAYMOND JAMES FINANCIAL INC - Common Stock (RJF) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
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 Dec 2025, 924 institutional investors reported holding 153,036,261 shares of RAYMOND JAMES FINANCIAL INC - Common Stock (RJF). This represents 75% of the company’s total 203,587,766 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of RAYMOND JAMES FINANCIAL INC - Common Stock (RJF) together control 55% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 11% 21,749,721 -0.61% 0.05% $3,492,787,697
BlackRock, Inc. 7% 14,163,156 -2.7% 0.04% $2,274,461,199
PRIMECAP MANAGEMENT CO/CA/ 4.6% 9,342,072 -3.2% 1.1% $1,500,243,343
WELLINGTON MANAGEMENT GROUP LLP 4.3% 8,693,741 -3.6% 0.24% $1,396,127,867
STATE STREET CORP 3.9% 7,909,802 -1.5% 0.04% $1,270,235,103
FMR LLC 2.8% 5,706,383 -1.4% 0.05% $916,388,035
JPMORGAN CHASE & CO 2.6% 5,314,641 -9.1% 0.06% $853,478,383
GEODE CAPITAL MANAGEMENT, LLC 2.2% 4,551,369 -0.23% 0.04% $727,913,155
T. Rowe Price Investment Management, Inc. 1.7% 3,457,716 -5.1% 0.35% $555,275,000
FIRST TRUST ADVISORS LP 1.5% 3,071,996 +18% 0.36% $493,331,848
VICTORY CAPITAL MANAGEMENT INC 1.4% 2,785,857 +0.79% 0.25% $447,380,892
MORGAN STANLEY 1.3% 2,621,221 -1.8% 0.03% $420,942,509
DIMENSIONAL FUND ADVISORS LP 1.2% 2,358,225 +0.04% 0.08% $378,738,596
Invesco Ltd. 1.1% 2,338,521 +12% 0.06% $375,543,086
EARNEST PARTNERS LLC 1.1% 2,317,387 -6.2% 1.6% $372,149,178
BANK OF AMERICA CORP /DE/ 1.1% 2,229,533 +12% 0.03% $358,040,729
NORGES BANK 0.99% 2,019,197 0.03% $324,262,846
NORTHERN TRUST CORP 0.96% 1,947,855 -5.3% 0.04% $312,806,033
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.95% 1,931,920 -3.8% 0.1% $310,247,032
GOLDMAN SACHS GROUP INC 0.91% 1,848,726 -3.3% 0.04% $296,886,985
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.69% 1,406,645 -3.1% 0.05% $225,893,120
Bank of New York Mellon Corp 0.59% 1,201,739 +22% 0.03% $192,987,275
Legal & General Group Plc 0.59% 1,191,415 -4.8% 0.04% $191,329,338
HSBC HOLDINGS PLC 0.56% 1,134,580 -13% 0.1% $182,376,915
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.54% 1,097,112 +0.79% 0.03% $176,185,216

Institutional Holders of RAYMOND JAMES FINANCIAL INC - Common Stock (RJF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 1,895,149 $273,723,815 -$12,166,545 $144.79 154
2025 Q4 153,036,261 $24,575,343,746 +$201,335,777 $160.59 924
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
2019 Q4 100,620,559 $9,004,014,683 +$190,991,723 $89.46 471
2019 Q3 98,859,132 $8,154,844,387 -$32,503,691 $82.46 462
2019 Q2 98,961,328 $8,362,936,422 +$25,025,610 $84.55 484
2019 Q1 99,581,767 $8,010,465,641 -$84,849,387 $80.41 484
2018 Q4 100,822,801 $7,502,847,529 -$439,617,105 $74.41 448
2018 Q3 105,034,740 $9,667,849,972 -$4,270,377 $92.05 481
2018 Q2 105,092,876 $9,391,100,498 +$92,131,020 $89.35 513
2018 Q1 104,162,653 $9,312,554,023 +$107,542,668 $89.41 503
2017 Q4 103,473,733 $9,240,186,593 +$131,566,546 $89.30 504
2017 Q3 101,727,946 $8,579,930,335 -$10,078,508 $84.33 449
2017 Q2 101,872,327 $8,172,354,369 -$67,797,791 $80.22 429
2017 Q1 101,953,088 $7,774,491,456 +$1,062,451,809 $76.26 409
2016 Q4 98,789,222 $6,844,901,274 +$24,202,866 $69.27 391
2016 Q3 98,316,751 $5,720,232,716 -$97,890,875 $58.21 330
2016 Q2 100,621,801 $4,963,015,454 -$23,700,856 $49.30 339
2016 Q1 101,148,296 $4,816,415,890 -$156,858,607 $47.61 323
2015 Q4 103,892,589 $6,022,405,013 +$112,456,368 $57.97 354
2015 Q3 102,252,805 $5,074,822,643 +$16,922,503 $49.63 348
2015 Q2 102,537,814 $6,108,905,789 +$27,958,597 $59.58 345
2015 Q1 100,935,455 $5,727,336,487 +$124,793,834 $56.78 336
2014 Q4 98,854,033 $5,662,121,538 +$135,684,531 $57.29 348
2014 Q3 96,671,735 $5,179,710,950 +$75,488,646 $53.58 337
2014 Q2 95,449,548 $4,842,075,810 -$41,819,450 $50.73 324
2014 Q1 96,837,304 $5,413,349,205 +$168,979,909 $55.93 322