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RJF in the 13F filings

Raymond James Financial Inc · CUSIP 754730109

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 9 May 2024
Managers listing it
9
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 8 listed it in both
Shares listed
23,510,960
combined, among listed positions
Reported value
$3.0bn
combined, at the quarter end

Among the 93 comparable managers: 4 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing RJF in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

9 of 9 holders

ActionFiling
Wellington Management Group LLP10,303,602$1.3bn0.23%Trimmed-988,67015 May 2024 (the filing on sec.gov)
Fidelity (FMR LLC)6,480,278$832m0.06%Added+44,5315 Nov 2026 (the filing on sec.gov)
Invesco Ltd2,434,674$313m0.07%Trimmed-64,37014 May 2024 (the filing on sec.gov)
MFS Investment Management2,190,502$281m0.08%Added+32,63714 May 2024 (the filing on sec.gov)
Marshall Wace LLP1,437,978$185m0.28%Trimmed-455,69615 May 2024 (the filing on sec.gov)
Holocene Advisors LP450,222$58m0.21%Added+396,09615 May 2024 (the filing on sec.gov)
Voloridge Investment Management LLC148,208$19m0.07%Trimmed-92915 May 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP62,246$8.0m0.06%Addedn.a.14 May 2024 (the filing on sec.gov)
First Eagle Investment Management LLC3,250$417kunder 0.1%Held09 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
11 in Q3 2024 to 13 in Q2 2026

Tracked managers listing it, at least.

0510152014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
RJF by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20133$270mn.a.n.a.
Q3 20134$41mn.a.n.a.
Q4 20133$63mn.a.n.a.
Q1 20141$62mn.a.n.a.
Q2 20141$65mn.a.n.a.
Q3 20145$71mn.a.n.a.
Q4 20142$82mn.a.n.a.
Q1 20154$226mn.a.n.a.
Q2 20152$99mn.a.n.a.
Q3 20154$154mn.a.n.a.
Q4 20154$387mn.a.n.a.
Q1 20165$339mn.a.n.a.
Q2 20166$336mn.a.n.a.
Q3 20166$404mn.a.n.a.
Q4 201610$413mn.a.n.a.
Q1 20177$450mn.a.n.a.
Q2 201710$498mn.a.n.a.
Q3 20178$559mn.a.n.a.
Q4 201712$793mn.a.n.a.
Q1 20189$1.0bnn.a.n.a.
Q2 201811$1.3bnn.a.n.a.
Q3 20187$1.1bnn.a.n.a.
Q4 20186$723mn.a.n.a.
Q1 201910$618mn.a.n.a.
Q2 201912$796mn.a.n.a.
Q3 20199$672mn.a.n.a.
Q4 20196$1.1bnn.a.n.a.
Q1 20208$965mn.a.n.a.
Q2 20207$1.0bnn.a.n.a.
Q3 20207$801mn.a.n.a.
Q4 20208$1.0bnn.a.n.a.
Q1 20216$1.2bnn.a.n.a.
Q2 20215$1.1bnn.a.n.a.
Q3 20218$1.2bnn.a.n.a.
Q4 202112$1.2bnn.a.n.a.
Q1 202210$2.3bnn.a.n.a.
Q2 20228$1.9bnn.a.n.a.
Q3 20229$2.1bnn.a.n.a.
Q4 202210$2.6bnn.a.n.a.
Q1 202310$2.5bnn.a.n.a.
Q2 20238$2.7bnn.a.n.a.
Q3 20238$2.4bnn.a.n.a.
Q4 20238$2.7bn52
Q1 20249$3.0bn44
Q2 20247$2.6bn43
Q3 202411$3.0bn73
Q4 202411$3.5bn72
Q1 202510$3.1bn64
Q2 202510$3.3bn65
Q3 202510$3.7bn55
Q4 202513$3.4bn1814
Q1 202611$3.2bn1322
Q2 202613$3.2bn2016

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

RJF and V →RJF and AXP →RJF and BAC →Choose a stock to compare with RJF →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own RJF, latest filings →Back to the 13F Explorer →