Raymond James FinancialRJF

13F holders, Q2 2024 (June 30)
748holders +21
73new positions
51sold out
8famous investors
$123.17avg. 13F price*

At the end of Q2 2024, 748 institutions reported holding Raymond James Financial Inc. (RJF) in their 13F filings, up 21 from Q1 2024. 73 opened new positions and 51 sold out. The largest holders were Vanguard Group Inc. ($2.7B), BlackRock Inc. ($1.8B) and Primecap Management Co. ($1.5B). 8 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset 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 → Q2 2024

InstitutionsTotal Value
New Positions73$52.8M
Exits51$156.1M

All 13F filers, Q1 2024 → Q2 2024: 6,209,298 shares bought and 7,717,608 shares sold, net −1,508,310 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 748 holders

Vanguard Group Inc. 0.05% Reduce -0.9% 21,936,434 $2.7B
BlackRock Inc. 0.04% Reduce -5.4% 14,384,431 $1.8B
Primecap Management Co. 1.08% Reduce -0.0% 12,085,582 $1.5B
Wellington Management Group LLP 0.20% Reduce -10.6% 9,216,260 $1.1B
State Street Corp. 0.04% Add +1.0% 7,920,475 $979.0M
FMR LLC 0.05% Add +0.7% 6,527,071 $806.8M
Geode Capital Management, LLC 0.05% Add +1.4% 4,338,815 $534.8M
JPMorgan Chase & Co. 0.04% Reduce -24.9% 4,056,365 $501.4M
T. Rowe Price Investment Management, Inc. 0.30% Add +0.4% 3,881,097 $479.7M
Agf Management Ltd. 1.78% Add +17.2% 2,580,467 $319.0M
Earnest Partners LLC 1.45% Add +1.5% 2,505,369 $309.7M
Bank of America Corp. 0.03% Add +2.4% 2,284,028 $282.3M
Norges Bank 0.04% Add +2.4% 2,279,080 $281.7M
Massachusetts Financial Services Co. 0.08% Add +1.2% 2,215,996 $273.9M
Invesco Ltd. 0.05% Reduce -15.7% 2,051,643 $253.6M
Dimensional Fund Advisors LP 0.07% Add +6.0% 2,024,612 $250.2M
Northern Trust Corp. 0.04% Reduce -1.4% 1,873,258 $231.6M
APG Asset Management N.V. 0.39% Add +2.1% 1,874,140 $216.2M
Morgan Stanley 0.02% Reduce -0.1% 1,738,054 $214.8M
Goldman Sachs Group Inc. 0.04% Reduce -1.3% 1,490,451 $184.2M
First Trust Advisors LP 0.18% Add +1265.0% 1,457,021 $180.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +58.9% 1,389,302 $171.7M
Truist Financial Corp. 0.25% Reduce -1.5% 1,342,069 $165.9M
Mercer Global Advisors Inc. 0.45% Reduce -5.2% 1,340,021 $165.6M
Thrivent Financial for Lutherans 0.33% Reduce -11.0% 1,323,329 $163.6M
Bank of New York Mellon Corp 0.03% Add +0.7% 1,320,253 $163.2M
Legal & General Group Plc 0.04% Add +3.2% 1,247,128 $154.2M
Harfst & Associates, Inc. 32.48% Add +0.0% 1,127,448 $139.4M
Envestnet Asset Management Inc. 0.05% Add +2.7% 1,066,477 $131.8M
Charles Schwab Investment Management Inc. 0.02% Add +1.3% 1,057,228 $130.7M
Marshall Wace, LLP 0.17% Reduce -31.7% 981,656 $121.3M
Voya Investment Management LLC 0.13% Add +1.8% 916,529 $113.3M
Sei Investments Co. 0.16% Add +6.2% 902,501 $111.6M
Congress Asset Management Co. 0.79% Reduce -3.5% 897,399 $110.9M
UBS Group AG 0.03% Add +148.2% 772,285 $95.5M
Nuveen Asset Management, LLC 0.03% Add +17.6% 719,670 $89.0M
Amundi 0.03% Reduce -11.3% 663,549 $80.1M
Barclays PLC 0.04% Add +3.6% 634,411 $78.4M
Principal Financial Group Inc. 0.04% Reduce -2.6% 583,265 $72.1M
Deutsche Bank AG 0.03% Add +5.5% 559,280 $69.1M
Franklin Resources Inc. 0.02% Add +27.4% 558,853 $69.1M
New York State Common Retirement Fund 0.09% Reduce -0.2% 531,308 $65.7M
Palisade Capital Management, LP 2.00% Reduce -1.4% 526,493 $65.1M
Wells Fargo & Company 0.02% Add +2.4% 518,110 $64.0M
Premier Fund Managers Ltd 2.57% No change 526,000 $64.0M
HSBC Holdings PLC 0.04% Add +4.4% 510,707 $63.0M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -6.8% 466,112 $57.6M
Fiera Capital Corp 0.17% Add +3.8% 456,281 $56.4M
Fisher Asset Management 0.02% Add +4.9% 440,396 $54.4M
Baird Financial Group, Inc. 0.11% Add +10149.7% 433,050 $53.5M
Silvercrest Asset Management Group LLC 0.36% Reduce -1.5% 419,466 $51.9M
TD Asset Management Inc 0.04% Add +5.0% 384,327 $47.5M
Rhumbline Advisers 0.04% Reduce -5.3% 382,432 $47.3M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.51% Reduce -12.7% 367,292 $45.4M
T. Rowe Price Associates Inc. 0.01% Reduce -30.2% 363,330 $44.9M
Prudential Financial Inc. 0.06% Add +5.2% 336,869 $41.6M
California Public Employees Retirement System 0.03% Reduce -2.6% 333,077 $41.2M
KBC Group NV 0.12% Reduce -0.5% 322,106 $39.8M
Raymond James & Associates 0.02% Reduce -1.8% 302,854 $37.4M
Davis Asset Management, L.P. 1.67% No change 300,000 $37.1M
Royal Bank of Canada 0.01% Add +6.8% 299,137 $37.0M
Iat Reinsurance Co. LTD. 8.63% No change 298,125 $36.9M
National Pension Service 0.04% Add +1.1% 286,356 $35.4M
Deroy & Devereaux Private Investment Counsel Inc. 2.15% Add +0.2% 280,949 $34.7M
Ameriprise Financial Inc. 0.01% Add +0.2% 279,038 $34.5M
California State Teachers Retirement System 0.04% Reduce -3.3% 276,393 $34.2M
BNP Paribas Financial Markets 0.04% Add +29.6% 274,327 $33.9M
Bank of Montreal 0.01% Add +11.9% 265,811 $32.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +14.2% 260,710 $32.2M
Clearbridge Investments, LLC 0.03% Reduce -12.2% 255,351 $31.6M
Ceredex Value Advisors LLC 0.58% Add +0.0% 247,950 $30.6M
Macquarie Group Ltd. 0.03% Reduce -10.3% 241,861 $29.9M
Natixis Advisors, LLC 0.06% Reduce -40.3% 235,927 $29.2M
New York State Teachers Retirement System 0.06% Add +4.6% 224,518 $27.8M
Pinnacle Associates Ltd. 0.43% Reduce -2.0% 221,590 $27.4M
Alliancebernstein L.P. 0.01% Reduce -30.1% 212,445 $26.3M
State Board of Administration of Florida Retirement System 0.05% Reduce -8.1% 207,114 $25.6M
Raymond James Trust N.A. 0.59% Add +10.3% 202,221 $25.0M
Nicholas Company, Inc. 0.41% Reduce -0.1% 197,949 $24.5M
Raymond James Financial Services Advisors, Inc. 0.03% Reduce -0.9% 197,749 $24.4M
Schroder Investment Management Group 0.03% Add +15.3% 185,029 $22.9M
Russell Investments Group, Ltd. 0.04% Add +1.8% 184,532 $22.8M
Adage Capital Partners Gp, L.L.C. 0.04% Reduce -3.0% 178,950 $22.1M
FIL Ltd 0.02% Reduce -25.3% 168,409 $20.8M
AQR Capital Management 0.03% Add +91.9% 168,653 $20.6M
Vaughan Nelson Investment Management, L.P. 0.19% Reduce -28.5% 163,141 $20.2M
Avity Investment Management Inc. 1.61% Add +11.9% 161,594 $20.0M
Basswood Capital Management, L.L.C. 1.24% Add +5.0% 153,827 $19.0M
Korea Investment CORP 0.05% Add +135.4% 152,192 $18.8M
PhiloSmith Capital Corp 5.27% No change 151,500 $18.7M
Citigroup Inc. 0.02% Add +5.1% 136,227 $16.8M
Royal London Asset Management Ltd. 0.04% Reduce -0.2% 129,326 $15.9M
Canada Pension Plan Investment Board 0.02% Add +12.5% 127,120 $15.7M
CANADA LIFE ASSURANCE Co 0.03% Reduce -4.5% 125,041 $15.5M
Allspring Global Investments Holdings, LLC 0.02% Reduce -5.1% 122,605 $15.2M
Qube Research & Technologies Ltd 0.03% Add +205.7% 121,905 $15.1M
Victory Capital Management Inc. 0.02% Add +1.2% 120,434 $14.9M
Manufacturers Life Insurance Company, The 0.01% Add +0.2% 119,871 $14.8M
American Century Companies Inc. 0.01% Add +2.2% 119,003 $14.7M
CW Advisors, LLC 0.23% Reduce -0.5% 118,490 $14.6M

"% 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 748 holders