DaveManuel.com · Institutional Ownership · Who Owns It
RAYMOND JAMES FINL INC (RJF)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
913
Reporting holders
$23.2B
Reported value
78.9%
Of shares outstanding
0.4%
Calls
0.1%
Puts
-16
Holder change
Institutions report 151,843,934 shares against 192,361,711 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.2B | 14,343,870 | 0.03% | 8q | +1.6%+$34.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.7B | 11,237,644 | 0.04% | 2q | -1.1%-$18.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $1.4B | 9,446,121 | 0.25% | 31q | -2.6%-$38.6M |
| PRIMECAP MANAGEMENT CO/CA/ | $1.4B | 9,242,552 | 0.83% | 31q | -1.1%-$15.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.4B | 8,900,131 | 0.06% | 2q | -1.8%-$24.7M |
| STATE STREET CORP | $1.2B | 7,889,824 | 0.04% | 31q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $703.7M | 4,647,639 | 0.04% | 31q | HELD |
| FMR LLC | $669.7M | 4,404,819 | 0.03% | 31q | -24.7%-$219.2M |
| HARRIS ASSOCIATES L P | $561.6M | 3,693,787 | 0.74% | 2q | +7.8%+$40.8M |
| T. Rowe Price Investment Management, Inc. | $426.6M | 2,805,776 | 0.28% | 16q | -18.1%-$94.5M |
| JPMORGAN CHASE & CO | $404.3M | 2,711,675 | 0.02% | 31q | -39.3%-$261.9M |
| DIMENSIONAL FUND ADVISORS LP | $372.4M | 2,449,646 | 0.07% | 31q | +2.1%+$7.6M |
| NORGES BANK | $369.8M | 2,432,562 | 0.04% | 32q | +20.5%+$62.8M |
| BANK OF AMERICA CORP /DE/ | $360.6M | 2,371,847 | 0.02% | 31q | -3.2%-$11.8M |
| VICTORY CAPITAL MANAGEMENT INC | $354.0M | 2,328,700 | 0.20% | 31q | -6.5%-$24.5M |
| MORGAN STANLEY | $337.9M | 2,222,277 | 0.02% | 35q | +3.4%+$11.0M |
| EARNEST PARTNERS LLC | $335.0M | 2,203,294 | 1.21% | 31q | -0.9%-$2.9M |
| GOLDMAN SACHS GROUP INC | $325.6M incl. $3.1M options CALL | 2,121,458 | 0.03% | 31q | +39.0%+$91.4M |
| Invesco Ltd. | $311.6M | 2,049,456 | 0.02% | 31q | -4.7%-$15.3M |
| NORTHERN TRUST CORP | $293.3M | 1,929,515 | 0.03% | 31q | HELD |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $290.0M | 1,896,135 | 0.09% | 31q | +0.9%+$2.7M |
| FIRST TRUST ADVISORS LP | $286.9M | 1,887,400 | 0.17% | 31q | -23.3%-$87.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $228.5M | 1,502,772 | 0.04% | 31q | +5.8%+$12.6M |
| CITIGROUP INC | $203.2M incl. $3.8M options PUT | 1,311,746 | 0.07% | 31q | +34.5%+$52.2M |
| Bank of New York Mellon Corp | $182.3M | 1,198,803 | 0.03% | 31q | -3.4%-$6.4M |
| Legal & General Group Plc | $181.8M | 1,195,891 | 0.04% | 31q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $173.0M | 1,137,920 | 0.02% | 31q | +0.7%+$1.2M |
| Harfst & Associates, Inc. | $161.3M | 1,061,066 | 25.07% | 31q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $145.6M | 957,990 | 0.03% | 2q | -1.0%-$1.5M |
| HSBC HOLDINGS PLC | $139.4M incl. $3.1M options CALL+PUT | 897,154 | 0.06% | 31q | -17.6%-$29.8M |
| SEI INVESTMENTS CO | $136.9M | 900,290 | 0.12% | 31q | -2.2%-$3.1M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $125.6M | 826,000 | 0.55% | new | NEW |
| FRANKLIN RESOURCES INC | $123.4M | 811,474 | 0.03% | 30q | -45.6%-$103.3M |
| BARCLAYS PLC | $121.2M | 797,506 | 0.02% | 31q | -34.6%-$64.1M |
| UBS Group AG | $119.1M | 783,630 | 0.02% | 31q | -10.4%-$13.8M |
| Nuveen, LLC | $111.4M | 732,955 | 0.03% | 6q | +1.2%+$1.3M |
| MERCER GLOBAL ADVISORS INC /ADV | $109.5M | 720,078 | 0.14% | 30q | -1.6%-$1.8M |
| AQR CAPITAL MANAGEMENT LLC | $109.4M | 719,592 | 0.04% | 31q | -9.4%-$11.3M |
| RAYMOND JAMES FINANCIAL INC | $107.9M | 709,746 | 0.03% | 7q | +1.1%+$1.2M |
| MARSHALL WACE, LLP | $101.2M | 665,450 | 0.08% | new | NEW |
| CANADA PENSION PLAN INVESTMENT BOARD | $89.4M | 587,783 | 0.05% | 11q | +75.7%+$38.5M |
| DEUTSCHE BANK AG\ | $87.7M | 577,026 | 0.03% | 34q | -1.2%-$1.0M |
| AMERICAN CENTURY COMPANIES INC | $84.2M | 554,061 | 0.04% | 26q | +33.8%+$21.3M |
| BNP PARIBAS FINANCIAL MARKETS | $84.1M | 552,875 | 0.03% | 31q | +3.9%+$3.1M |
| PRINCIPAL FINANCIAL GROUP INC | $82.1M | 540,130 | 0.04% | 31q | -1.5%-$1.2M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $81.6M | 536,744 | 0.11% | 11q | +154.5%+$49.5M |
| TWO SIGMA INVESTMENTS, LP | $75.4M incl. $805.8K options CALL+PUT | 490,464 | 0.05% | 9q | +971.1%+$68.3M |
| Munich Reinsurance Co Stock Corp in Munich | $74.7M | 491,089 | 1.63% | 4q | +2.7%+$1.9M |
| PNC Financial Services Group, Inc. | $74.6M | 490,467 | 0.04% | 31q | -0.8%-$577.9K |
| Amundi | $72.8M | 478,939 | 0.02% | 21q | +19.3%+$11.8M |
| ENVESTNET ASSET MANAGEMENT INC | $71.8M | 472,067 | 0.02% | 31q | -7.3%-$5.6M |
| CONGRESS ASSET MANAGEMENT CO | $70.0M | 460,228 | 0.43% | 31q | -2.4%-$1.7M |
| PFA Pension, Forsikringsaktieselskab | $69.4M | 456,634 | 0.18% | 3q | +14.8%+$9.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $65.4M | 430,240 | 0.04% | 31q | +4.8%+$3.0M |
| Sumitomo Mitsui Trust Group, Inc. | $62.5M | 411,246 | 0.04% | 31q | -4.5%-$2.9M |
| WELLS FARGO & COMPANY/MN | $62.4M | 410,441 | 0.01% | 31q | -6.4%-$4.3M |
| ALLIANCEBERNSTEIN L.P. | $60.9M | 420,314 | 0.02% | 31q | +8.9%+$5.0M |
| Fisher Asset Management, LLC | $57.3M | 377,022 | 0.02% | 31q | -5.1%-$3.1M |
| Vanguard Global Advisers, LLC | $55.5M | 365,176 | 0.03% | 2q | -1.5%-$845.9K |
| NATIXIS ADVISORS, LLC | $55.0M | 361,869 | 0.06% | 31q | +13.0%+$6.3M |
| California Public Employees Retirement System | $55.0M | 361,511 | 0.03% | 31q | +4.0%+$2.1M |
| D. E. Shaw & Co., Inc. | $53.1M incl. $1.5M options CALL | 339,446 | 0.03% | 9q | +140.0%+$31.0M |
| RHUMBLINE ADVISERS | $51.0M | 335,219 | 0.04% | 31q | -1.5%-$761.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $50.6M incl. $44.1M options CALL+PUT | 42,903 | 0.00% | 31q | +89.7%+$23.9M |
| CITADEL ADVISORS LLC | $49.8M incl. $24.0M options CALL+PUT | 169,801 | 0.01% | 31q | +58.3%+$18.3M |
| National Pension Service | $49.3M | 324,343 | 0.03% | 25q | +0.6%+$310.4K |
| NEW YORK STATE COMMON RETIREMENT FUND | $48.5M | 319,061 | 0.06% | 31q | -0.7%-$349.7K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $47.9M | 315,110 | 0.31% | 25q | -5.9%-$3.0M |
| JANE STREET GROUP, LLC | $47.9M incl. $13.1M options CALL+PUT | 228,941 | 0.00% | 31q | +2024.2%+$45.6M |
| NATIXIS | $44.6M | 293,048 | 0.18% | 12q | +2742.6%+$43.0M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $44.5M | 292,408 | 0.00% | 31q | +2.6%+$1.1M |
| JONES FINANCIAL COMPANIES LLLP | $44.2M | 294,566 | 0.02% | 12q | +13.8%+$5.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | $43.7M | 287,419 | 0.03% | 2q | -4.1%-$1.9M |
| Clearbridge Investments, LLC | $42.1M | 276,626 | 0.03% | 12q | -0.8%-$329.4K |
| Jump Financial, LLC | $41.4M | 272,570 | 0.33% | 2q | +4559.3%+$40.5M |
| Davis Asset Management, L.P. | $41.0M | 270,000 | 1.04% | 16q | HELD |
| PRUDENTIAL FINANCIAL INC | $39.6M | 260,485 | 0.04% | 34q | -12.2%-$5.5M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $39.5M | 259,627 | 0.04% | 31q | -3.5%-$1.4M |
| ROYAL BANK OF CANADA | $39.3M | 258,269 | 0.01% | 31q | +41.7%+$11.6M |
| Treasurer of the State of North Carolina | $39.1M | 257,075 | 0.10% | 34q | +164.0%+$24.3M |
| TD Asset Management Inc | $38.8M | 255,475 | 0.03% | 31q | -12.2%-$5.4M |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | $38.7M | 254,351 | 1.61% | 31q | -1.5%-$586.5K |
| AMERIPRISE FINANCIAL INC | $37.8M | 248,801 | 0.01% | 31q | -4.1%-$1.6M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $37.5M | 246,572 | 0.71% | 2q | +278.3%+$27.6M |
| Squarepoint Ops LLC | $36.7M incl. $319.3K options CALL | 239,020 | 0.04% | 17q | +124.8%+$20.3M |
| Connor, Clark & Lunn Investment Management Ltd. | $34.5M | 226,811 | 0.07% | 5q | +18.8%+$5.5M |
| Caisse de depot et placement du Quebec | $34.4M | 226,388 | 0.05% | 7q | +1952.5%+$32.7M |
| Russell Investments Group, Ltd. | $34.3M | 226,142 | 0.03% | 31q | +65.4%+$13.5M |
| BANK OF MONTREAL /CAN/ | $34.0M | 223,806 | 0.01% | 31q | -8.3%-$3.1M |
| Woodline Partners LP | $33.9M | 223,162 | 0.10% | 7q | +2949.9%+$32.8M |
| SG Americas Securities, LLC | $30.8M | 202,557 | 0.02% | 13q | +2.0%+$609.6K |
| MILLENNIUM MANAGEMENT LLC | $29.4M incl. $532.1K options PUT | 189,793 | 0.01% | 31q | +3686.0%+$28.6M |
| NATIONAL BANK OF CANADA /FI/ | $29.2M incl. $91.2K options PUT | 191,184 | 0.02% | 19q | +84.7%+$13.4M |
| Arbejdsmarkedets Tillaegspension | $28.5M | 187,600 | 0.62% | 3q | +7.6%+$2.0M |
| Quantinno Capital Management LP | $28.5M | 187,167 | 0.03% | 22q | +25.9%+$5.9M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $28.0M | 188,045 | 0.02% | 31q | -7.7%-$2.3M |
| Federation des caisses Desjardins du Quebec | $28.0M | 184,317 | 0.09% | 23q | +4.5%+$1.2M |
| Sterling Capital Management LLC | $27.6M | 181,805 | 0.47% | 8q | -22.4%-$8.0M |
| PALISADE CAPITAL MANAGEMENT, LP | $26.8M | 176,430 | 1.17% | 31q | -45.9%-$22.8M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $25.8M | 169,693 | 0.04% | 3q | HELD |
Showing the largest 100 of 914 reported holders. The count of 913 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-01 | 2026-08-26 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-28 | Elwyn Tashtego S | President, PCG | Sold | 10,000 | $1.8M |
| 2026-08-28 | Allaire Bella Loykhter | Chief Admin Officer | Sold | 7,500 | $1.3M |
| 2026-07-27 | Raney Steven M | Executive Chair RJBank | Sold | 5,770 | $998.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 295 | $819.5M | 5,186,607 | 27 | 102 | 75 | 0.1% |
| Q2 2026 | 913 | $23.2B | 151,843,934 | 70 | 299 | 328 | 0.5% |
| Q1 2026 | 929 | $22.1B | 151,828,053 | 88 | 271 | 340 | 0.4% |
| Q4 2025 | 946 | $25.3B | 156,582,896 | 85 | 292 | 294 | 0.6% |
| Q3 2025 | 904 | $27.4B | 156,811,455 | 96 | 263 | 302 | 1.1% |
| Q2 2025 | 867 | $24.0B | 155,548,398 | 91 | 291 | 267 | 0.6% |
| Q1 2025 | 869 | $21.9B | 156,750,646 | 109 | 303 | 250 | 0.7% |
| Q4 2024 | 852 | $24.1B | 153,733,514 | 100 | 244 | 282 | 1.0% |
| Q3 2024 | 771 | $19.8B | 160,627,111 | 67 | 236 | 248 | 0.5% |
| Q2 2024 | 757 | $19.6B | 157,517,386 | 75 | 249 | 222 | 0.5% |
| Q1 2024 | 737 | $21.3B | 165,600,908 | 67 | 265 | 203 | 0.5% |
| Q4 2023 | 726 | $18.2B | 162,929,958 | 74 | 211 | 223 | 0.5% |
| Q3 2023 | 664 | $16.1B | 159,090,006 | 64 | 187 | 225 | 0.8% |
| Q2 2023 | 644 | $16.6B | 158,829,040 | 57 | 194 | 242 | 0.6% |
| Q1 2023 | 665 | $15.8B | 169,500,009 | 57 | 202 | 238 | 0.3% |
| Q4 2022 | 703 | $17.6B | 163,543,692 | 82 | 183 | 261 | 0.8% |
| Q3 2022 | 649 | $78.1B | 789,223,993 | 66 | 195 | 223 | 0.2% |
| Q2 2022 | 644 | $75.7B | 845,242,353 | 67 | 220 | 217 | 0.2% |
| Q1 2022 | 658 | $80.7B | 739,254,283 | 75 | 222 | 213 | 0.1% |
| Q4 2021 | 635 | $49.6B | 499,224,642 | 69 | 186 | 193 | 0.2% |
| Q3 2021 | 575 | $43.4B | 475,541,890 | 58 | 176 | 200 | 0.2% |
| Q2 2021 | 560 | $24.2B | 191,751,105 | 55 | 159 | 201 | 0.4% |
| Q1 2021 | 548 | $30.2B | 250,133,299 | 75 | 160 | 183 | 0.3% |
| Q4 2020 | 530 | $30.3B | 319,854,862 | 71 | 162 | 160 | 0.3% |
| Q3 2020 | 474 | $30.7B | 425,160,838 | 37 | 130 | 179 | 0.2% |
| Q2 2020 | 486 | $30.0B | 439,487,668 | 62 | 138 | 190 | 0.2% |
| Q1 2020 | 463 | $31.0B | 489,228,074 | 47 | 145 | 178 | 0.2% |
| Q4 2019 | 484 | $30.5B | 340,121,257 | 39 | 140 | 160 | 0.2% |
| Q3 2019 | 472 | $33.0B | 399,042,015 | 35 | 153 | 167 | 0.2% |
| Q2 2019 | 493 | $25.6B | 301,275,877 | 55 | 143 | 161 | 0.5% |
| Q1 2019 | 498 | $25.4B | 315,708,988 | 68 | 137 | 173 | 0.2% |
| Q4 2018 | 464 | $23.0B | 308,550,957 | 5 | 11 | 8 | 0.2% |