Raymond James (RJF) Institutional Ownership

$122.55
+0.55 (+0.45%)
(As of 05/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Raymond James (NYSE:RJF)

Current
Institutional Ownership
Percentage
83.83%
Number of
Institutional Buyers
(last 12 months)
363
Total
Institutional Inflows
(last 12 months)
$1.62B
Number of
Institutional Sellers
(last 12 months)
293
Total
Institutional Outflows
(last 12 months)
$973.94M
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RJF Institutional Buying and Selling by Quarter

Raymond James Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024Janney Montgomery Scott LLC39,859$5.12M0.0%-2.3%0.019%
5/1/2024BNP Paribas Financial Markets211,737$27.19M0.0%+91.2%0.101%
5/1/2024Peterson Wealth Services63,284$8.13M3.0%+4.9%0.030%
5/1/2024Klingman & Associates LLC10,409$1.34M0.1%+14.8%0.005%
5/1/2024Mirae Asset Global Investments Co. Ltd.27,227$3.50M0.0%+10.6%0.013%
5/1/2024 Sequoia Financial Advisors LLC2,153$277K0.0%-26.8%0.001%
5/1/2024 Private Advisor Group LLC2,682$344K0.0%+3.6%0.001%
4/30/2024 Retirement Systems of Alabama41,523$5.33M0.0%+0.3%0.020%
4/30/2024 Norden Group LLC4,439$570K0.0%+75.5%0.002%
4/30/2024 Allspring Global Investments Holdings LLC129,216$16.59M0.0%-13.9%0.062%
4/29/2024Commonwealth Equity Services LLC51,097$6.56M0.0%+15.8%0.024%
4/29/2024 Principal Financial Group Inc.598,805$76.90M0.0%-6.7%0.286%
4/29/2024 Tower Bridge Advisors22,204$2.85M0.3%-36.3%0.011%
4/29/2024 Mn Services Vermogensbeheer B.V.80,600$10.35M0.1%-17.2%0.039%
4/26/2024 Pinnacle Associates Ltd.226,197$29.05M0.5%-0.1%0.108%
4/26/2024 Securian Asset Management Inc.11,065$1.42M0.0%-6.3%0.005%
4/26/2024 Yousif Capital Management LLC24,664$3.17M0.0%-3.9%0.012%
4/26/2024 YHB Investment Advisors Inc.955$123K0.0%N/A0.000%
4/26/2024 Deroy & Devereaux Private Investment Counsel Inc.280,498$36.02M2.2%-0.8%0.134%
4/26/2024 SYSTM Wealth Solutions LLC41,216$5.30M0.7%+34,246.7%0.020%
4/25/2024 New York State Teachers Retirement System214,666$27.57M0.1%-0.4%0.103%
4/25/2024 Center for Financial Planning Inc.24,181$3.11M0.5%+2.0%0.012%
4/25/2024 Bank of New York Mellon Corp1,310,768$168.33M0.0%-3.2%0.627%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 59,382$7.63M0.0%-16.6%0.028%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund38,139$4.90M0.1%-0.3%0.018%
4/25/2024 Valeo Financial Advisors LLC1,566$201K0.0%N/A0.001%
4/25/2024 MFA Wealth Advisors LLC8,456$1.09M0.3%+4.0%0.004%
4/24/2024 Carl Stuart Investment Advisor Inc.30,150$3.87M2.5%N/A0.014%
4/24/2024 Simplicity Wealth LLC2,603$334K0.0%N/A0.001%
4/24/2024 Essex Financial Services Inc.2,993$384K0.0%-17.0%0.001%
4/23/2024 Wetzel Investment Advisors Inc.5,029$613K0.4%-16.6%0.002%
4/23/2024 TriaGen Wealth Management LLC14,664$1.88M0.8%-50.0%0.007%
4/23/2024 Cookson Peirce & Co. Inc.63,881$8.20M0.4%N/A0.031%
4/23/2024 Sweet Financial Partners LLC17,532$2.25M0.5%-15.6%0.008%
4/23/2024 Louisiana State Employees Retirement System11,000$1.41M0.0%-3.5%0.005%
4/23/2024 Amalgamated Bank38,961$5.00M0.0%-15.8%0.019%
4/23/2024 New Mexico Educational Retirement Board9,475$1.22M0.0%-4.1%0.005%
4/23/2024 Fifth Third Bancorp43,234$5.55M0.0%+0.7%0.021%
4/23/2024 Stablepoint Partners LLC13,510$1.74M0.4%+7.8%0.006%
4/23/2024 Raymond James Financial Services Advisors Inc.199,538$25.63M0.0%+0.7%0.095%
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4/22/2024 Confluence Wealth Services Inc.2,023$260K0.0%-6.2%0.001%
4/22/2024 Harfst & Associates Inc.1,127,411$144.78M68.4%-0.1%0.539%
4/22/2024 Drive Wealth Management LLC2,552$329K0.1%+3.4%0.001%
4/22/2024 Raymond James & Associates308,363$39.60M0.0%-0.9%0.148%
4/19/2024 RBA Wealth Management LLC1,805$232K0.1%-14.7%0.001%
4/19/2024 First Trust Direct Indexing L.P.3,843$494K0.0%+6.3%0.002%
4/19/2024 Norden Group LLC84,949$10.91M0.1%+3,257.7%0.041%
4/19/2024 State of Alaska Department of Revenue35,685$4.58M0.1%-12.3%0.017%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.499,981$64.21M0.0%-0.6%0.239%
4/18/2024 State of Michigan Retirement System51,544$6.62M0.0%+0.2%0.025%
4/18/2024 Allspring Global Investments Holdings LLC129,216$16.59M0.0%-13.9%0.062%
4/18/2024 Vaughan Nelson Investment Management L.P.228,301$29.32M0.3%-31.9%0.109%
4/18/2024 Congress Wealth Management LLC DE 119,076$15.29M0.3%-0.3%0.057%
4/18/2024 Park Place Capital Corp1,218$156K0.1%-27.4%0.001%
4/17/2024 Cornerstone Wealth Group LLC2,304$296K0.0%N/A0.001%
4/17/2024 Hennion & Walsh Asset Management Inc.28,224$3.63M0.2%-1.4%0.014%
4/16/2024 Avity Investment Management Inc.144,434$18.55M1.5%N/A0.069%
4/16/2024 Calton & Associates Inc.2,615$336K0.2%-3.7%0.001%
4/16/2024 Wealth Enhancement Advisory Services LLC15,081$1.94M0.0%-19.4%0.007%
4/16/2024 Cardinal Capital Management30,777$3.97M0.6%+8.7%0.015%
4/15/2024 Agate Pass Investment Management LLC3,468$445K0.2%-14.5%0.002%
4/15/2024 Future Financial Wealth Managment LLC259$33K0.0%N/A0.000%
4/13/2024 New England Professional Planning Group Inc.42,644$5.48M2.9%+0.4%0.020%
4/12/2024 Steph & Co.1,896$243K0.1%+77.7%0.001%
4/11/2024 Ballentine Partners LLC1,821$234K0.0%N/A0.001%
4/11/2024Central Bank & Trust Co.27,469$3.53M0.5%-6.7%0.013%
4/11/2024 Congress Asset Management Co. MA929,816$119.41M0.9%-0.6%0.445%
4/11/2024 Guinness Asset Management LTD3,926$504K0.0%-19.1%0.002%
4/11/2024Private Capital Management LLC66,419$7.41M1.5%-1.3%0.032%
4/10/2024 Park Avenue Securities LLC12,733$1.64M0.0%+6.1%0.006%
4/10/2024 One Plus One Wealth Management LLC8,401$1.08M0.6%-1.2%0.004%
4/10/2024 Czech National Bank33,100$4.25M0.1%+0.6%0.016%
4/9/2024 Collective Family Office LLC3,200$411K0.1%+17.0%0.002%
4/9/2024 Mather Group LLC.1,546$199K0.0%N/A0.001%
4/5/2024 CWM LLC11,372$1.46M0.0%-11.5%0.005%
4/4/2024 Cullen Investment Group LTD.29,737$3.83M0.6%-4.3%0.014%
4/4/2024 Moseley Investment Management Inc.1,645$211K0.1%-35.0%0.001%
3/27/2024Nomura Holdings Inc.3,774$421K0.0%N/A0.002%
3/26/2024HighPoint Advisor Group LLC1,605$179K0.0%N/A0.001%
3/25/2024Quadrature Capital Ltd17,589$1.96M0.0%N/A0.008%
3/22/2024PNC Financial Services Group Inc.24,181$2.70M0.0%+0.9%0.012%
3/15/2024B. Riley Wealth Advisors Inc.3,298$369K0.0%-29.8%0.002%
3/14/2024 Muirfield Wealth Advisors LLC6,620$738K0.8%N/A0.003%
3/11/2024Vanguard Group Inc.22,297,035$2.49B0.1%-0.4%10.667%
3/5/2024Fisher Asset Management LLC422,804$47.14M0.0%-11.2%0.202%
3/5/2024Wellington Management Group LLP11,292,272$1.26B0.2%-2.4%5.402%
3/4/2024 Congress Asset Management Co. MA935,872$104.35M0.8%-4.1%0.448%
3/1/2024Goldman Sachs Group Inc.1,273,930$142.04M0.0%-2.2%0.609%
2/28/2024American International Group Inc.52,099$5.81M0.0%-3.4%0.025%
2/26/2024Teachers Retirement System of The State of Kentucky16,275$1.82M0.0%-6.7%0.008%
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2/21/2024 V Square Quantitative Management LLC4,541$506K0.1%+24.0%0.002%
2/21/2024Novak & Powell Financial Services Inc.3,076$343K0.2%N/A0.001%
2/16/2024Oarsman Capital Inc.10,760$1.20M0.3%+0.9%0.005%
2/15/2024Palisade Capital Management LP565,072$63.01M1.7%-5.3%0.270%
2/15/2024Parkwood LLC49,022$5.47M0.6%N/A0.023%
2/15/2024Bragg Financial Advisors Inc79,041$8.81M0.4%+3.4%0.038%
2/15/2024Brave Warrior Advisors LLC2,137,186$238.30M5.7%-0.2%1.022%
2/15/2024Chilton Investment Co. Inc.7,679$856K0.0%N/A0.004%
2/14/2024Putnam Investments LLC415,333$46.31M0.1%+8.9%0.199%
2/14/2024Dean Capital Management16,225$1.81M1.1%+19.4%0.008%
(Data available from 1/1/2016 forward)

RJF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RJF shares?

During the previous two years, 713 institutional investors and hedge funds held shares of Raymond James. The most heavily invested institutionals were Vanguard Group Inc. ($2.49B), BlackRock Inc. ($1.78B), Primecap Management Co. CA ($1.37B), Wellington Management Group LLP ($1.26B), State Street Corp ($840.25M), JPMorgan Chase & Co. ($676.27M), and FMR LLC ($652.60M).Learn more on RJF's institutional investors.

What percentage of Raymond James stock is owned by institutional investors?

83.83% of Raymond James stock is owned by institutional investors. Learn more on RJF's institutional investor holdings.

Which institutional investors have been buying Raymond James stock?

Of the 584 institutional investors that purchased Raymond James stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Primecap Management Co. CA ($3.33M), Norges Bank ($2.14M), First Trust Advisors LP ($1.65M), FMR LLC ($1.63M), AGF Investments Inc. ($1.61M), Mercer Global Advisors Inc. ADV ($1.55M), and JPMorgan Chase & Co. ($1.55M).

How much institutional buying is happening at Raymond James?

Institutional investors have bought a total of 33,372,420 shares in the last 24 months. This purchase volume represents approximately $3.46B in transactions.

Which Raymond James major shareholders have been selling company stock?

Of the 443 institutional investors that sold Raymond James stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: BlackRock Inc. ($2.58M), Price T Rowe Associates Inc. MD ($2.05M), Thrivent Financial for Lutherans ($1.43M), JPMorgan Chase & Co. ($1.34M), Earnest Partners LLC ($1.33M), State Street Corp ($936.41K), and Southpoint Capital Advisors LP ($900K).

How much institutional selling is happening at Raymond James?

Institutional investors have sold a total of 28,267,915 shares in the last 24 months. This volume of shares sold represents approximately $2.87B in transactions.


This page (NYSE:RJF) was last updated on 5/2/2024 by MarketBeat.com Staff

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