Raymond James Financial Inc. (RJF) Ownership

121.86 ↓0.09 (-0.07%)

As of April 26, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Raymond James Financial Inc. (RJF), owning a total of 22.3 million shares. Combined, the top 30 institutional holders of RJF own 62.71% of the company with a total of 131.3 million shares.

In the latest ownership report on December 31st 2023, the top 30 institutional holders increased their combined ownership of RJF by 695 thousand shares. 11 institutions bought 3,289,413 total additional shares and increased their ownership by an average of 19.32%. However 9 institutions sold 2,594,345 total shares and decreased their ownership by an average of 4.09%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Raymond James Financial increased by a net total of 695,068 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.667%	-0.384%	22,297,035	-85,883	2023-12-31
BlackRock Inc	7.823%	-0.780%	16,353,105	-128,513	2023-12-31
PRIMECAP Management Company	5.893%	-2.001%	12,317,607	-251,520	2023-12-31
Wellington Management Company LLP	5.402%	-2.401%	11,292,272	-277,786	2023-12-31
State Street Corporation	3.746%	1.986%	7,830,969	152,459	2023-12-31
FMR Inc	3.079%	-0.958%	6,435,747	-62,263	2023-12-31
JPMorgan Chase & Co	2.419%	-24.901%	5,056,956	-1,676,749	2023-12-31
Geode Capital Management, LLC	1.982%	2.120%	4,143,766	86,008	2023-12-31
T. Rowe Price Investment Management,Inc.	1.696%	-0.158%	3,544,623	-5,615	2023-12-31
Goldman Sachs Group Inc	1.219%	95.628%	2,547,860	1,245,458	2023-12-31
Amvescap Plc.	1.196%	13.726%	2,499,044	301,615	2023-12-31
Earnest Partners LLC	1.115%	7.626%	2,330,121	165,096	2023-12-31
Massachusetts Financial Services Company	1.032%	0.143%	2,157,865	3,080	2023-12-31
AGF Management Ltd	1.028%	5.940%	2,147,825	120,427	2023-12-31
NORGES BANK	1.025%	10.691%	2,141,974	206,881	2023-12-31
Northern Trust Corp	0.951%	-4.510%	1,988,672	-93,926	2023-12-31
Marshall Wace Asset Management Ltd	0.906%	51.265%	1,893,674	641,784	2023-12-31
Dimensional Fund Advisors, Inc.	0.877%	16.809%	1,832,458	263,687	2023-12-31
Bank of America Corp	0.831%	-0.692%	1,736,013	-12,090	2023-12-31
Apg All Pensions Group	0.798%	6.578%	1,667,589	102,918	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.667%	-0.384%	22,297,035	-85,883	2023-12-31
BlackRock Inc	7.823%	-0.780%	16,353,105	-128,513	2023-12-31
PRIMECAP Management Company	5.893%	-2.001%	12,317,607	-251,520	2023-12-31
Wellington Management Company LLP	5.402%	-2.401%	11,292,272	-277,786	2023-12-31
State Street Corporation	3.746%	1.986%	7,830,969	152,459	2023-12-31
FMR Inc	3.079%	-0.958%	6,435,747	-62,263	2023-12-31
JPMorgan Chase & Co	2.419%	-24.901%	5,056,956	-1,676,749	2023-12-31
Geode Capital Management, LLC	1.982%	2.120%	4,143,766	86,008	2023-12-31
T. Rowe Price Investment Management,Inc.	1.696%	-0.158%	3,544,623	-5,615	2023-12-31
T. Rowe Price Associates, Inc.	1.328%	-1.181%	2,857,665	-34,154	2022-06-30
Goldman Sachs Group Inc	1.219%	95.628%	2,547,860	1,245,458	2023-12-31
Amvescap Plc.	1.196%	13.726%	2,499,044	301,615	2023-12-31
Earnest Partners LLC	1.115%	7.626%	2,330,121	165,096	2023-12-31
Massachusetts Financial Services Company	1.032%	0.143%	2,157,865	3,080	2023-12-31
AGF Management Ltd	1.028%	5.940%	2,147,825	120,427	2023-12-31
NORGES BANK	1.025%	10.691%	2,141,974	206,881	2023-12-31
Brave Warrior Advisors LLC	1.024%	-1.090%	2,140,707	-23,600	2023-09-30
Southpoint Capital Advisors LP	0.977%	0.000%	2,100,000	0	2022-09-30
AGF Investments	0.966%	13.069%	2,043,165	236,160	2022-09-30
Northern Trust Corp	0.951%	-4.510%	1,988,672	-93,926	2023-12-31
First Trust Advisors L.P.	0.922%	552.208%	1,952,711	1,653,311	2022-12-31
Marshall Wace Asset Management Ltd	0.906%	51.265%	1,893,674	641,784	2023-12-31
Dimensional Fund Advisors, Inc.	0.877%	16.809%	1,832,458	263,687	2023-12-31
APG Asset Management	0.861%	-25.715%	1,794,782	-621,277	2022-12-31
Bank of America Corp	0.831%	-0.692%	1,736,013	-12,090	2023-12-31
Apg All Pensions Group	0.798%	6.578%	1,667,589	102,918	2023-12-31
Morgan Stanley - Brokerage Accounts	0.767%	-14.636%	1,599,819	-274,305	2023-09-30
Bank of New York Mellon Corp	0.735%	0.850%	1,580,615	13,324	2022-09-30
Mercer Global Advisors Inc.	0.752%	-4.948%	1,569,096	-81,671	2023-09-30
Legal & General Group PLC	0.693%	-0.117%	1,444,653	-1,685	2023-03-31

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Raymond James Financial Inc. (RJF), owning a total of 6 million shares. Combined, the top 29 mutual fund holders of RJF own 36.99% of the company with a total of 77.4 million shares.

In the latest ownership report on March 31st 2024, the top 29 fund holders increased their combined ownership of RJF by 195 thousand shares. 3 funds bought 327,264 total additional shares and increased their ownership by an average of 5.70%. However 3 funds sold 131,939 total shares and decreased their ownership by an average of 1.22%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Raymond James Financial increased by a net total of 195,325 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Institutional 500 Index Trust	2.269%	1.020%	4,741,699	47,864	2024-03-31
Vanguard Mid Cap Index Institutional	1.955%	-2.623%	4,085,366	-110,037	2024-03-31
SPDR® S&P 500 ETF Trust	1.087%	-0.773%	2,271,890	-17,696	2024-03-31
T. Rowe Price US Mid-Cap Growth Equity	0.898%	8.039%	1,877,400	139,700	2024-03-31
T. Rowe Price Mid-Cap Growth	0.898%	8.039%	1,877,400	139,700	2024-03-31
Vanguard Value Index Inv	0.749%	-0.268%	1,565,316	-4,206	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	2.872%	1.909%	5,997,022	112,325	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.819%	-0.223%	5,892,144	-13,173	2024-02-29
Vanguard Equity-Income Inv	2.488%	-2.478%	5,201,263	-132,137	2023-12-31
Vanguard Institutional 500 Index Trust	2.269%	1.020%	4,741,699	47,864	2024-03-31
Vanguard 500 Index Investor	2.199%	0.592%	4,593,320	27,018	2023-08-31
Vanguard PRIMECAP Inv	2.036%	-0.059%	4,254,903	-2,500	2023-12-31
Vanguard Mid Cap Index Institutional	1.955%	-2.623%	4,085,366	-110,037	2024-03-31
Fidelity® Magellan®	1.606%	1.925%	3,398,790	64,182	2023-03-31
Vanguard Capital Opportunity Inv	1.410%	0.002%	2,946,650	60	2023-12-31
SPDR® S&P 500 ETF Trust	1.087%	-0.773%	2,271,890	-17,696	2024-03-31
Fidelity 500 Index	1.078%	1.016%	2,253,809	22,678	2024-02-29
Vanguard Windsor Investor Shares	1.068%	-8.088%	2,232,842	-196,472	2023-12-31
Sapphire Star Capital Mid Cap Growth	1.052%	177,952.000%	2,197,167	2,195,933	2023-06-30
Fidelity® 500 Index	1.050%	0.640%	2,190,236	13,937	2023-11-30
iShares Core S&P 500 ETF	0.933%	0.741%	1,950,169	14,336	2024-03-28
T. Rowe Price US Mid-Cap Growth Equity	0.898%	8.039%	1,877,400	139,700	2024-03-31
T. Rowe Price Mid-Cap Growth	0.898%	8.039%	1,877,400	139,700	2024-03-31
Vanguard PRIMECAP Core Inv	0.852%	-0.302%	1,780,455	-5,400	2023-12-31
JPM US Mid Cap Value-MA	0.839%	34,437.800%	1,750,722	1,745,653	2023-09-30
JPM US Mid Cap Value-Composite	0.822%	-1.888%	1,717,661	-33,061	2023-12-31
JPMorgan Mid Cap Value L	0.822%	0.000%	1,717,661	0	2024-02-29
Financial Select Sector SPDR® ETF	0.769%	0.730%	1,657,020	12,015	2023-02-28
Vanguard Mid-Cap Value ETF	0.774%	-5.025%	1,640,447	-86,791	2023-06-30
BlackRock Equity Dividend Instl	0.776%	-1.104%	1,621,774	-18,110	2024-01-31
Vanguard Value Index Inv	0.749%	-0.268%	1,565,316	-4,206	2024-03-31
MFS Mid Cap Value Equity	0.736%	-1.713%	1,538,663	-26,813	2023-12-31
Fidelity Low-Priced Stock	0.728%	-0.419%	1,521,198	-6,397	2024-01-31
MFS Mid Cap Value A	0.727%	-1.186%	1,520,419	-18,244	2024-02-29
PRIMECAP Odyssey Growth	0.680%	-6.936%	1,422,225	-106,000	2023-12-31