Raymond James FinancialRJF

13F holders, Q1 2024 (March 31)
727holders
5famous investors
$128.06avg. 13F price*

At the end of Q1 2024, 727 institutions reported holding Raymond James Financial Inc. (RJF) in their 13F filings. The largest holders were Vanguard Group Inc. ($2.8B), BlackRock Inc. ($2.0B) and Primecap Management Co. ($1.6B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Raymond James Financial Inc.
Sector
Finance
CUSIP
754730109
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 727Q1 2024Q2 2024: 748Q2 2024Q3 2024: 765Q3 2024Q4 2024: 838Q4 2024Q1 2025: 857Q1 2025Q2 2025: 854Q2 2025Q3 2025: 893Q3 2025Q4 2025: 935Q4 2025Q1 2026: 923Q1 2026Q2 2026: 903Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions67$80.3M
Exits54$389.3M

Ownership 727 holders

Vanguard Group Inc. 0.06% Reduce -0.7% 22,131,131 $2.8B
BlackRock Inc. 0.05% Reduce -7.0% 15,201,120 $2.0B
Primecap Management Co. 1.16% Reduce -1.9% 12,090,097 $1.6B
Wellington Management Group LLP 0.23% Reduce -8.8% 10,303,602 $1.3B
State Street Corp. 0.05% Add +0.2% 7,843,339 $1.0B
FMR LLC 0.06% Add +0.7% 6,480,278 $832.2M
JPMorgan Chase & Co. 0.06% Add +6.8% 5,398,624 $693.3M
Geode Capital Management, LLC 0.05% Add +3.3% 4,279,180 $548.0M
T. Rowe Price Investment Management, Inc. 0.30% Add +9.0% 3,864,029 $496.2M
Earnest Partners LLC 1.45% Add +5.9% 2,468,196 $317.0M
Invesco Ltd. 0.07% Reduce -2.6% 2,434,674 $312.7M
Bank of America Corp. 0.03% Add +28.5% 2,231,091 $286.5M
Norges Bank 0.05% Add +3.9% 2,226,292 $285.9M
Agf Management Ltd. 1.58% Add +2.5% 2,202,434 $282.8M
Massachusetts Financial Services Co. 0.08% Add +1.5% 2,190,502 $281.3M
Dimensional Fund Advisors LP 0.07% Add +4.3% 1,910,786 $245.4M
Northern Trust Corp. 0.04% Reduce -4.5% 1,900,067 $244.0M
Morgan Stanley 0.02% Add +2.4% 1,740,662 $223.5M
APG Asset Management N.V. 0.38% Add +10.1% 1,835,445 $218.2M
Goldman Sachs Group Inc. 0.04% Add +18.6% 1,510,572 $194.0M
Thrivent Financial for Lutherans 0.38% Add +1.7% 1,486,781 $190.9M
Marshall Wace, LLP 0.31% Reduce -24.1% 1,437,978 $184.7M
Mercer Global Advisors Inc. 0.52% Reduce -6.1% 1,413,083 $181.5M
Truist Financial Corp. 0.27% Add +8374.1% 1,362,559 $175.0M
Bank of New York Mellon Corp 0.03% Reduce -3.2% 1,310,768 $168.3M
Legal & General Group Plc 0.04% Reduce -1.9% 1,208,445 $155.2M
Harfst & Associates, Inc. 34.38% Reduce -0.1% 1,127,411 $144.8M
Charles Schwab Investment Management Inc. 0.03% Reduce -3.6% 1,043,916 $134.1M
Envestnet Asset Management Inc. 0.05% Add +118.9% 1,038,750 $133.4M
Congress Asset Management Co. 0.85% Reduce -0.7% 929,816 $119.4M
Voya Investment Management LLC 0.13% Add +90.5% 900,672 $115.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -1.3% 874,467 $112.3M
Sei Investments Co. 0.16% Add +5.0% 849,914 $109.1M
Amundi 0.04% Reduce -0.4% 748,153 $91.2M
Barclays PLC 0.04% Add +2.7% 612,450 $78.7M
Nuveen Asset Management, LLC 0.02% Reduce -2.0% 611,702 $78.6M
Principal Financial Group Inc. 0.05% Reduce -6.7% 598,805 $76.9M
Palisade Capital Management, LP 2.04% Reduce -5.5% 533,815 $68.6M
New York State Common Retirement Fund 0.09% Reduce -3.0% 532,347 $68.4M
Deutsche Bank AG 0.03% Add +6.8% 530,268 $68.1M
Premier Fund Managers Ltd 2.65% No change 526,000 $67.0M
T. Rowe Price Associates Inc. 0.01% Reduce -0.9% 520,492 $66.8M
Wells Fargo & Company 0.02% Add +8.5% 506,219 $65.0M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -0.6% 499,981 $64.2M
HSBC Holdings PLC 0.04% Add +10.0% 489,188 $62.8M
Holocene Advisors, LP 0.21% Add +731.8% 450,222 $57.8M
Fiera Capital Corp 0.16% Add +3.9% 439,611 $56.5M
Franklin Resources Inc. 0.02% Add +1861.8% 438,647 $56.3M
Silvercrest Asset Management Group LLC 0.37% Reduce -1.1% 425,998 $54.7M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.95% No change 420,524 $54.0M
Fisher Asset Management 0.03% Reduce -0.7% 419,842 $53.9M
Rhumbline Advisers 0.05% Add +4.8% 404,018 $51.9M
Natixis Advisors, LLC 0.12% Add +8.4% 395,221 $50.8M
TD Asset Management Inc 0.04% Add +12.6% 365,971 $47.0M
California Public Employees Retirement System 0.03% Reduce -3.4% 342,110 $43.9M
KBC Group NV 0.13% Add +1082.8% 323,702 $41.6M
Prudential Financial Inc. 0.06% Add +99.1% 320,200 $41.1M
UBS Group AG 0.01% Reduce -3.4% 311,098 $40.0M
Raymond James & Associates 0.03% Reduce -0.9% 308,363 $39.6M
Alliancebernstein L.P. 0.01% Reduce -12.4% 303,798 $39.0M
Davis Asset Management, L.P. 1.69% No change 300,000 $38.5M
Clearbridge Investments, LLC 0.03% Add +20.1% 290,922 $37.4M
Credit Suisse AG/ 0.04% Reduce -0.9% 287,948 $37.0M
California State Teachers Retirement System 0.05% Reduce -1.1% 285,876 $36.7M
National Pension Service 0.04% Add +0.1% 283,292 $36.4M
Deroy & Devereaux Private Investment Counsel Inc. 2.20% Reduce -0.8% 280,498 $36.0M
Royal Bank of Canada 0.01% Add +5.5% 280,132 $36.0M
Ameriprise Financial Inc. 0.01% Add +11.6% 278,384 $35.8M
Macquarie Group Ltd. 0.04% Reduce -0.5% 269,764 $34.2M
Ceredex Value Advisors LLC 0.56% Reduce -57.5% 247,900 $31.9M
Millennium Management 0.03% Add +139.9% 246,633 $31.7M
Bank of Montreal 0.01% Reduce -22.7% 237,472 $30.6M
Vaughan Nelson Investment Management, L.P. 0.26% Reduce -31.9% 228,301 $29.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +19.4% 228,229 $29.3M
Pinnacle Associates Ltd. 0.46% Reduce -0.1% 226,197 $29.0M
FIL Ltd 0.03% Reduce -14.8% 225,544 $29.0M
New York State Teachers Retirement System 0.06% Reduce -0.4% 214,666 $27.6M
BNP Paribas Financial Markets 0.03% Add +91.2% 211,737 $27.2M
Raymond James Financial Services Advisors, Inc. 0.04% Add +0.7% 199,538 $25.6M
Nicholas Company, Inc. 0.42% No change 198,074 $25.4M
SG Americas Securities, LLC 0.13% Add +820.1% 197,695 $25.4M
Adage Capital Partners Gp, L.L.C. 0.04% Add +1.1% 184,550 $23.7M
Raymond James Trust N.A. 0.57% Add +99.2% 183,253 $23.5M
Russell Investments Group, Ltd. 0.04% Add +17.1% 181,342 $23.3M
State Board of Administration of Florida Retirement System 0.05% Add +5.3% 225,331 $21.0M
Schroder Investment Management Group 0.02% Add +17.7% 160,447 $20.6M
PhiloSmith Capital Corp 5.45% No change 151,500 $19.5M
Voloridge Investment Management, LLC 0.07% Reduce -0.6% 148,208 $19.0M
Basswood Capital Management, L.L.C. 1.10% Reduce -7.0% 146,444 $18.8M
Avity Investment Management Inc. 1.54% New 144,434 $18.5M
CANADA LIFE ASSURANCE Co 0.03% Reduce -4.5% 130,981 $16.8M
Citigroup Inc. 0.02% Add +54.6% 129,659 $16.7M
Royal London Asset Management Ltd. 0.04% Reduce -2.1% 129,570 $16.6M
Allspring Global Investments Holdings, LLC 0.03% Reduce -13.9% 129,216 $16.6M
State of Wisconsin Investment Board 0.04% Add +11.7% 125,649 $16.1M
Geneva Capital Management LLC 0.28% Reduce -2.6% 124,715 $16.0M
Manufacturers Life Insurance Company, The 0.01% Reduce -11.3% 119,680 $15.4M
CW Advisors, LLC 0.26% Reduce -0.3% 119,076 $15.3M
Victory Capital Management Inc. 0.02% Reduce -2.5% 119,013 $15.3M
American Century Companies Inc. 0.01% Reduce -24.3% 116,472 $15.0M

"% of holder's portfolio" is RJF's weight in each manager's 13F, not the share of Raymond James Financial Inc. the manager owns.

Show all 727 holders