Raymond James (RJF) Institutional Ownership

$125.39
+0.12 (+0.10%)
(As of 05/8/2024 ET)

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

Current
Institutional Ownership
Percentage
83.83%
Number of
Institutional Buyers
(last 12 months)
366
Total
Institutional Inflows
(last 12 months)
$1.71B
Number of
Institutional Sellers
(last 12 months)
286
Total
Institutional Outflows
(last 12 months)
$940.30M
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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
5/9/2024Mitsubishi UFJ Asset Management Co. Ltd.228,229$29.31M0.0%+19.4%0.109%
5/9/2024State Board of Administration of Florida Retirement System225,331$28.94M0.1%+5.3%0.108%
5/9/2024Eagle Bay Advisors LLC1,194$154K0.1%-21.0%0.001%
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.17,600$2.26M0.0%+44.6%0.008%
5/8/2024Schneider Downs Wealth Management Advisors LP4,645$597K0.1%-52.5%0.002%
5/8/2024Heritage Wealth Advisors488,258$62.70M2.2%+3,480.7%0.234%
5/8/2024ProShare Advisors LLC40,171$5.16M0.0%+3.5%0.019%
5/8/2024US Bancorp DE71,590$9.19M0.0%+2.3%0.034%
5/8/2024Russell Investments Group Ltd.181,342$23.27M0.0%+17.1%0.087%
5/8/2024 QRG Capital Management Inc.12,218$1.57M0.0%-10.5%0.006%
5/7/2024 Sei Investments Co.849,914$109.15M0.2%+5.0%0.407%
5/7/2024 Concurrent Investment Advisors LLC8,640$1.11M0.0%+36.9%0.004%
5/7/2024Susquehanna Fundamental Investments LLC15,548$2.00M0.1%N/A0.007%
5/7/2024 Tectonic Advisors LLC3,744$481K0.0%+11.1%0.002%
5/7/2024 Smithfield Trust Co246$31K0.0%+105.0%0.000%
5/7/2024 Forsta AP Fonden34,900$4.48M0.0%+9.7%0.017%
5/7/2024 Illinois Municipal Retirement Fund80,199$10.30M0.2%+32.9%0.038%
5/7/2024 Capital Wealth Planning LLC94,260$12.11M0.1%-7.6%0.045%
5/7/2024 Oppenheimer Asset Management Inc.29,988$3.85M0.1%-15.2%0.014%
5/7/2024 SG Americas Securities LLC197,695$25.39M0.1%+820.2%0.095%
5/7/2024 Empowered Funds LLC2,859$367K0.0%+21.3%0.001%
5/6/2024 Envestnet Portfolio Solutions Inc.26,175$3.36M0.0%+3.8%0.013%
5/6/2024 Empirical Finance LLC6,613$849K0.1%+3.5%0.003%
5/6/2024 Texas Permanent School Fund Corp43,437$5.58M0.0%+0.4%0.021%
5/4/2024 SPC Financial Inc.16,850$2.16M0.2%-5.6%0.008%
5/4/2024 Geneva Capital Management LLC124,715$16.02M0.3%-2.6%0.060%
5/3/2024 Carson Advisory Inc.1,570$202K0.1%N/A0.001%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors1,650$212K0.0%N/A0.001%
5/3/2024 Rehmann Capital Advisory Group2,303$296K0.0%+10.8%0.001%
5/3/2024 Chevy Chase Trust Holdings LLC104,251$13.39M0.0%-0.7%0.050%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S5,436$698K0.0%+23.0%0.003%
5/2/2024 Mutual of America Capital Management LLC33,506$4.30M0.0%+0.9%0.016%
5/2/2024 FORA Capital LLC14,811$1.90M0.2%+32.1%0.007%
5/2/2024 Fifth Lane Capital LP2,179$280K0.2%N/A0.001%
5/2/2024 FinTrust Capital Advisors LLC429$55K0.0%+46.9%0.000%
5/2/2024 Daiwa Securities Group Inc.19,392$2.49M0.0%+10.6%0.009%
5/2/2024 Nordea Investment Management AB15,628$2.00M0.0%+3.5%0.007%
5/2/2024 Fidelis Capital Partners LLC649$83K0.0%N/A0.000%
5/2/2024 Tokio Marine Asset Management Co. Ltd.5,705$733K0.0%+6.0%0.003%
5/1/2024 Janney Montgomery Scott LLC39,859$5.12M0.0%-2.3%0.019%
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5/1/2024 BNP Paribas Financial Markets211,737$27.19M0.0%+91.2%0.101%
5/1/2024 Peterson Wealth Services63,284$8.13M3.0%+4.9%0.030%
5/1/2024 Klingman & Associates LLC10,409$1.34M0.1%+14.8%0.005%
5/1/2024 Mirae 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%
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%
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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%
(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, 718 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 588 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 33,861,696 shares in the last 24 months. This purchase volume represents approximately $3.53B in transactions.

Which Raymond James major shareholders have been selling company stock?

Of the 438 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 27,819,527 shares in the last 24 months. This volume of shares sold represents approximately $2.82B in transactions.


This page (NYSE:RJF) was last updated on 5/9/2024 by MarketBeat.com Staff

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