Rayonier Inc. (RYN) Institutional Ownership
Q1 2026 13F Data|Updated 2026-06-13
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Institutional ownership increased this quarter (+48.80 pp), though top 10 holders maintain a highly concentrated 56.7% of institutional value.
Institutional Ownership130.8%$4.4B total value · ▲ +48.80 pp vs prior quarter
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
Smart Money Score57 / 100Neutral
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
Institutions & Flow437 holders+86 net flow (+149 / -63)
AI Insights & Key Takeaways
- Positive Institutional Flow (+86)
- Top 10 holders control 56.7% of institutional value
- No Insider Signal
Top Institutional Holders of RYN
Ranked by reported Q1 2026 13F market value
Top 10 Holders
56.7%
Top 25 Holders
76.0%
Share of total reported institutional value in RYN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 28.9M | $594.9M | +88.6% | 18.646% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 25.2M | $519.2M | — | 16.273% | 0.03% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 13.3M | $274.3M | — | 8.596% | 0.01% |
| 4 | SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 10.8M | $221.9M | +89.5% | 6.955% | 10.92% |
| 5 | Legal & General Group Plc | 9.8M | $201.1M | +107.9% | 6.302% | 0.05% |
| 6 | FULLER & THALER ASSET MANAGEMENT, INC. | 9.3M | $191.6M | +64.5% | 6.003% | 0.64% |
| 7 | STATE STREET CORP | 8.9M | $183.6M | +86.3% | 5.755% | 0.01% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 5.8M | $120.2M | +88.5% | 3.765% | 0.01% |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.1M | $104.7M | +101.3% | 3.281% | 0.02% |
| 10 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 5.1M | $104.4M | 0.0% | 3.273% | 0.62% |
| 11 | Pictet Asset Management Holding SA | 4.9M | $101.6M | +42.3% | 3.183% | 0.11% |
| 12 | DEPRINCE RACE & ZOLLO INC | 4.2M | $85.8M | — | 2.688% | 1.62% |
| 13 | NORTHERN TRUST CORP | 4.1M | $85.1M | +137.1% | 2.668% | 0.01% |
| 14 | Russell Investments Group, Ltd. | 2.6M | $54.6M | +394.5% | 1.711% | 0.06% |
| 15 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 2.6M | $53.9M | — | 1.689% | 0.39% |
| 16 | Bank of New York Mellon Corp | 2.6M | $53.1M | +111.4% | 1.663% | 0.01% |
| 17 | DAVENPORT & Co LLC | 2.5M | $52.4M | +6175.8% | 1.642% | 0.29% |
| 18 | FRANKLIN RESOURCES INC | 2.5M | $51.9M | +5.6% | 1.625% | 0.01% |
| 19 | GMT CAPITAL CORP | 2.4M | $49.6M | — | 1.554% | 2.26% |
| 20 | AMERIPRISE FINANCIAL INC | 2.4M | $49.3M | +219.9% | 1.545% | 0.01% |
| 21 | Kopernik Global Investors, LLC | 2.2M | $45.1M | — | 1.413% | 3.15% |
| 22 | BALYASNY ASSET MANAGEMENT LLC | 2.2M | $44.6M | — | 1.399% | 0.15% |
| 23 | D. E. Shaw & Co., Inc. | 2.1M | $43.8M | +170.0% | 1.373% | 0.04% |
| 24 | MORGAN STANLEY | 2.1M | $43.6M | +216.9% | 1.367% | 0.00% |
| 25 | Global Alpha Capital Management Ltd. | 2.1M | $43.1M | +26.1% | 1.351% | 2.59% |
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 RYN — a direct measure of their conviction.
Quarterly Institutional Activity
Filings activity in RYN during Q1 2026, grouped by how each filer changed its position.
- VANGUARD PORTFOLIO MANAGEMENT LLC$519.2M
- VANGUARD CAPITAL MANAGEMENT LLC$274.3M
- DEPRINCE RACE & ZOLLO INC$85.8M
- SILVERCREST ASSET MANAGEMENT GROUP LLC$53.9M
- GMT CAPITAL CORP$49.6M
- Kopernik Global Investors, LLC$45.1M
- BALYASNY ASSET MANAGEMENT LLC$44.6M
- VANGUARD FIDUCIARY TRUST CO$36.0M
- Atlas FRM LLC$9.9M
- Troluce Capital Advisors LLC$9.0M
- SIRIOS CAPITAL MANAGEMENT L P$8.9M
- Fisher Asset Management, LLC$8.7M
RYN Institutional Ownership by Quarter
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 | 437 | +25% | 130.83% | +48.80 pp | $4.44B | +59% |
| Q4 2025 | 351 | 0.3% | 82.03% | +0.89 pp | $2.78B | +1.1% |
| Q3 2025 | 352 | +7.3% | 81.14% | +6.52 pp | $2.75B | +8.7% |
| Q2 2025 | 328 | 5.2% | 74.62% | 9.16 pp | $2.53B | 11% |
| Q1 2025 | 346 | +11% | 83.78% | +0.59 pp | $2.84B | +0.7% |
| Q4 2024 | 313 | +0.3% | 83.19% | 6.91 pp | $2.82B | 7.7% |
| Q3 2024 | 312 | 1.3% | 90.10% | 30.06 pp | $3.06B | 25% |
| Q2 2024 | 316 | — | 120.16% | — | $4.08B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
RYN — Frequently Asked Questions
Quick answers to the most common questions about buying RYN stock.
What percentage of RYN is owned by institutions?
Based on Q1 2026 13F filings, institutional ownership of Rayonier Inc. stands at 130.8%, held across 437 reporting institutions.
Who is the largest institutional holder of RYN?
BlackRock, Inc. is the largest reported institutional holder of RYN, with approximately 28,852,168 shares worth $0.59B as of Q1 2026.
Is RYN a hedge fund favorite?
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of RYN.
What is RYN's Smart Money Score?
Our composite Smart Money Score for RYN is 57 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
How many institutions bought RYN this quarter?
149 institutions opened new positions in RYN during Q1 2026, while 63 fully exited. 178 added to existing positions and 110 trimmed.
How is institutional ownership of RYN changing?
RYN institutional ownership rose by 48.80 percentage points quarter-over-quarter, with a net change of +86 holders.
How concentrated is RYN ownership among the top holders?
The top 10 institutions account for 56.7% of all reported 13F value in RYN, and the top 25 account for 76.0%.
Where does this RYN institutional ownership data come from?
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.