Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in RJF held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 14.1M | $2.04B | -0.3% | 7.164% | 0.04% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 11.4M | $1.64B | — | 5.763% | 0.04% |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 9.7M | $1.40B | +11.6% | 4.922% | 0.26% |
| 4 | PRIMECAP MANAGEMENT CO/CA/ | 9.3M | $1.35B | +0.1% | 4.743% | 1.07% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 9.1M | $1.31B | — | 4.598% | 0.07% |
| 6 | STATE STREET CORP | 7.9M | $1.14B | -0.7% | 3.985% | 0.04% |
| 7 | FMR LLC | 5.8M | $846.5M | +2.5% | 2.966% | 0.05% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 4.6M | $668.7M | +1.9% | 2.353% | 0.04% |
| 9 | HARRIS ASSOCIATES L P | 3.4M | $496.0M | — | 1.738% | 0.66% |
| 10 | VICTORY CAPITAL MANAGEMENT INC | 2.5M | $360.5M | -10.6% | 1.263% | 0.23% |
| 11 | FIRST TRUST ADVISORS LP | 2.5M | $356.1M | -19.9% | 1.248% | 0.25% |
| 12 | BANK OF AMERICA CORP /DE/ | 2.4M | $354.7M | +9.9% | 1.243% | 0.03% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 2.4M | $347.4M | +1.8% | 1.218% | 0.07% |
| 14 | EARNEST PARTNERS LLC | 2.2M | $321.8M | -4.1% | 1.128% | 1.33% |
| 15 | Invesco Ltd. | 2.1M | $311.3M | -8.1% | 1.091% | 0.05% |
| 16 | MORGAN STANLEY | 2.1M | $311.3M | -18.0% | 1.091% | 0.02% |
| 17 | NORTHERN TRUST CORP | 1.9M | $279.2M | -1.0% | 0.979% | 0.04% |
| 18 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.9M | $273.4M | -2.8% | 0.953% | 0.09% |
| 19 | GOLDMAN SACHS GROUP INC | 1.5M | $223.9M | -16.3% | 0.785% | 0.03% |
| 20 | FRANKLIN RESOURCES INC | 1.5M | $215.9M | +120.1% | 0.757% | 0.05% |
| 21 | UBS ASSET MANAGEMENT AMERICAS INC | 1.4M | $205.6M | +0.9% | 0.720% | 0.04% |
| 22 | Bank of New York Mellon Corp | 1.2M | $179.7M | +3.3% | 0.630% | 0.03% |
| 23 | BARCLAYS PLC | 1.2M | $176.5M | +68.3% | 0.618% | 0.07% |
| 24 | Legal & General Group Plc | 1.2M | $173.2M | +0.4% | 0.607% | 0.04% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | $163.6M | +3.0% | 0.573% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in RJF — a direct measure of their conviction.
Filings activity in RJF during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 898 | 1.6% | 67.49% | 9.50 pp | $20.54B | 12% |
| Q4 2025 | 913 | +5.1% | 76.99% | 5.60 pp | $23.43B | 6.8% |
| Q3 2025 | 869 | +2.8% | 82.59% | +8.33 pp | $25.13B | +11% |
| Q2 2025 | 845 | +1.7% | 74.26% | +7.65 pp | $22.60B | +11% |
| Q1 2025 | 831 | +2.3% | 66.61% | 7.03 pp | $20.27B | 9.5% |
| Q4 2024 | 812 | +9.6% | 73.64% | +15.50 pp | $22.41B | +27% |
| Q3 2024 | 741 | +1.8% | 58.14% | 0.83 pp | $17.69B | 1.4% |
| Q2 2024 | 728 | — | 58.97% | — | $17.94B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying RJF stock.
Based on Q1 2026 13F filings, institutional ownership of Raymond James Financial, Inc. stands at 67.5%, held across 898 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of RJF, with approximately 14,119,123 shares worth $2.04B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of RJF.
Our composite Smart Money Score for RJF is 22 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
110 institutions opened new positions in RJF during Q1 2026, while 125 fully exited. 137 added to existing positions and 646 trimmed.
RJF institutional ownership fell by 9.50 percentage points quarter-over-quarter, with a net change of -15 holders.
The top 10 institutions account for 54.9% of all reported 13F value in RJF, and the top 25 account for 73.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Raymond James Financial, Inc. (RJF) Institutional Ownership