Raymond James FinancialRJF

13F holders, Q3 2024 (September 30)
765holders +17
65new positions
52sold out
9famous investors
$122.45avg. 13F price*

At the end of Q3 2024, 765 institutions reported holding Raymond James Financial Inc. (RJF) in their 13F filings, up 17 from Q2 2024. 65 opened new positions and 52 sold out. The largest holders were Vanguard Group Inc. ($2.7B), BlackRock, Inc. ($1.7B) and Wellington Management Group LLP ($1.5B). 9 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions65$135.9M
Exits52$56.6M

All 13F filers, Q2 2024 → Q3 2024: 9,871,355 shares bought and 8,051,029 shares sold, net +1,820,326 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 765 holders

Vanguard Group Inc. 0.05% Reduce -0.0% 21,932,181 $2.7B
BlackRock, Inc. 0.04% — 13,628,450 $1.7B
Wellington Management Group LLP 0.26% Add +31.4% 12,114,502 $1.5B
Primecap Management Co. 1.08% Reduce -0.9% 11,976,412 $1.5B
State Street Corp. 0.04% Add +0.7% 7,974,740 $976.6M
FMR LLC 0.05% Reduce -2.2% 6,384,748 $781.9M
JPMorgan Chase & Co. 0.04% Add +12.0% 4,544,610 $556.5M
Geode Capital Management, LLC 0.04% Add +0.3% 4,351,684 $531.0M
T. Rowe Price Investment Management, Inc. 0.30% Add +6.4% 4,130,696 $505.8M
Agf Management Ltd. 1.63% Add +1.2% 2,611,163 $319.8M
Bank of America Corp. 0.03% Add +13.1% 2,584,173 $316.5M
Earnest Partners LLC 1.34% Add +0.2% 2,509,471 $307.3M
Norges Bank 0.04% Add +3.3% 2,354,876 $288.4M
Invesco Ltd. 0.05% Add +9.3% 2,242,402 $274.6M
Massachusetts Financial Services Co. 0.08% Reduce -2.7% 2,156,439 $264.1M
Dimensional Fund Advisors LP 0.06% Add +2.0% 2,064,787 $252.9M
Morgan Stanley 0.02% Add +6.0% 1,841,797 $225.5M
Northern Trust Corp. 0.04% Reduce -5.0% 1,779,479 $217.9M
First Trust Advisors LP 0.19% Add +13.2% 1,649,656 $202.0M
Goldman Sachs Group Inc. 0.04% Add +2.0% 1,520,528 $186.2M
Mercer Global Advisors Inc. 0.38% Reduce -1.7% 1,317,669 $162.1M
Bank of New York Mellon Corp 0.03% Reduce -1.2% 1,304,479 $159.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -6.9% 1,293,063 $158.3M
Legal & General Group Plc 0.04% Add +0.6% 1,254,102 $153.6M
Harfst & Associates, Inc. 31.01% Reduce 0.0% 1,127,429 $138.1M
Envestnet Asset Management Inc. 0.04% Add +5.0% 1,120,017 $137.2M
Sterling Capital Management LLC 1.72% — 1,082,056 $132.5M
Charles Schwab Investment Management Inc. 0.02% Add +0.7% 1,064,349 $130.3M
Congress Asset Management Co. 0.81% Add +8.7% 975,601 $119.5M
Sei Investments Co. 0.14% Reduce -1.0% 893,779 $109.5M
Barclays PLC 0.05% Add +33.5% 847,108 $103.7M
UBS Group AG 0.03% Add +4.6% 807,651 $98.9M
Amundi 0.04% Add +17.1% 777,184 $97.1M
Ceredex Value Advisors LLC 1.73% Add +191.3% 722,393 $88.5M
Nuveen Asset Management, LLC 0.02% Reduce -0.6% 715,215 $87.6M
Principal Financial Group Inc. 0.04% Add +7.5% 626,866 $76.8M
Franklin Resources Inc. 0.02% Add +1.6% 568,070 $73.9M
Deutsche Bank AG 0.03% Add +6.6% 596,063 $73.0M
HSBC Holdings PLC 0.04% Add +10.7% 565,136 $69.1M
Millennium Management 0.06% Add +3390.6% 545,718 $66.8M
Premier Fund Managers Ltd 2.29% No change 526,000 $64.4M
Baird Financial Group, Inc. 0.12% Add +18.4% 512,721 $62.8M
Palisade Capital Management, LP 1.82% Reduce -5.7% 496,560 $60.8M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.90% Add +34.4% 493,729 $60.5M
Wells Fargo & Company 0.01% Reduce -5.5% 489,432 $59.9M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +1.5% 473,140 $57.9M
APG Asset Management N.V. 0.38% Reduce -72.0% 524,287 $57.5M
Truist Financial Corp. 0.09% Reduce -65.9% 457,285 $56.0M
Fisher Asset Management 0.02% Add +1.8% 448,476 $54.9M
D. E. Shaw & Co. 0.07% Add +5630.9% 423,856 $51.9M
TD Asset Management Inc 0.04% Add +7.5% 413,150 $50.6M
KBC Group NV 0.15% Add +28.2% 412,951 $50.6M
Silvercrest Asset Management Group LLC 0.34% Reduce -2.4% 409,346 $50.1M
BNP Paribas Financial Markets 0.05% Add +40.3% 384,823 $47.1M
Marshall Wace, LLP 0.06% Reduce -61.9% 373,612 $45.8M
T. Rowe Price Associates Inc. 0.01% Add +0.2% 363,899 $44.6M
New York State Common Retirement Fund 0.06% Reduce -31.9% 361,738 $44.3M
Rhumbline Advisers 0.04% Reduce -10.6% 342,103 $41.9M
California Public Employees Retirement System 0.03% Reduce -0.3% 331,909 $40.6M
Raymond James & Associates 0.02% Reduce -0.1% 302,509 $37.0M
Davis Asset Management, L.P. 1.47% No change 300,000 $36.7M
Iat Reinsurance Co. LTD. 9.17% No change 298,125 $36.5M
National Pension Service 0.03% Add +2.2% 292,577 $35.8M
Prudential Financial Inc. 0.05% Reduce -14.3% 288,683 $35.4M
Deroy & Devereaux Private Investment Counsel Inc. 1.99% Add +1.1% 284,168 $34.8M
Ameriprise Financial Inc. 0.01% Add +0.4% 280,047 $34.3M
Two Sigma Advisers, LP 0.08% New 278,500 $34.1M
Schroder Investment Management Group 0.03% Add +49.7% 277,009 $33.9M
Bank of Montreal 0.02% Add +3.5% 275,189 $33.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +2.3% 266,698 $32.7M
California State Teachers Retirement System 0.04% Reduce -4.6% 263,781 $32.3M
Citadel Advisors 0.03% Add +871.5% 248,213 $30.4M
Royal Bank of Canada 0.01% Reduce -17.7% 246,324 $30.2M
Natixis Advisors, LLC 0.06% Add +1.4% 239,131 $29.3M
Macquarie Group Ltd. 0.03% Reduce -1.2% 239,014 $29.3M
Clearbridge Investments, LLC 0.02% Reduce -7.1% 237,131 $29.0M
Worldquant Millennium Advisors LLC 0.21% New 236,693 $29.0M
Voloridge Investment Management, LLC 0.10% Add +588.8% 220,182 $27.0M
Alliancebernstein L.P. 0.01% Reduce -0.7% 210,919 $25.8M
New York State Teachers Retirement System 0.05% Reduce -6.4% 210,144 $25.7M
Two Sigma Investments, LP 0.06% Add +1520.7% 207,242 $25.4M
Pinnacle Associates Ltd. 0.43% Add +2.1% 226,342 $25.2M
Raymond James Trust N.A. 0.54% Add +0.2% 202,699 $24.8M
AQR Capital Management 0.03% Add +18.2% 199,288 $24.4M
Raymond James Financial Services Advisors, Inc. 0.03% Reduce -0.8% 196,072 $24.0M
State Board of Administration of Florida Retirement System 0.05% Reduce -5.6% 195,506 $23.9M
Renaissance Technologies 0.04% New 193,037 $23.6M
Russell Investments Group, Ltd. 0.03% Add +3.7% 191,420 $23.4M
Nicholas Company, Inc. 0.36% Reduce -9.3% 179,587 $22.0M
Adage Capital Partners Gp, L.L.C. 0.04% Reduce -2.4% 174,750 $21.4M
Korea Investment CORP 0.05% Add +6.3% 161,716 $19.8M
FIL Ltd 0.02% Reduce -6.0% 158,284 $19.4M
Avity Investment Management Inc. 1.45% Reduce -6.1% 151,779 $18.6M
PhiloSmith Capital Corp 4.69% No change 151,500 $18.6M
Royal London Asset Management Ltd. 0.04% No change 129,326 $15.8M
Citigroup Inc. 0.01% Reduce -5.5% 128,689 $15.8M
CANADA LIFE ASSURANCE Co 0.03% Add +2.2% 127,822 $15.7M
American Century Companies Inc. 0.01% Add +4.8% 124,714 $15.3M
Brandywine Global Investment Management, LLC 0.10% Add +4.5% 116,213 $15.1M
Allspring Global Investments Holdings, LLC 0.02% Add +0.4% 123,098 $15.1M

"% 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 765 holders