Free · no sign-up · Q2 2026

Which funds own RJF

Raymond James Finl Inc in the Q2 2026 filings. At least 4 of the 91 current managers on file reported a position, worth $2.1bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 4; at least, of 91 current
Combined value: $2.1bn; as reported
Opened: 1; new this quarter
Added to: 1; already held
Trimmed or sold out: 4; 2 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Wellington Management Group LLP Long-only · $580bn book	$1.4bn	0.2%	9,446,121	+$32m-254,055	Trimmed
Harris Associates LP Activist · $75.4bn book	$562m	0.7%	3,693,787	+$66m+268,466	Added
Marshall Wace LLP Quantitative · $127bn book	$101m	0.1%	665,450	opened665,450	New
Quantbot Technologies LP Quantitative · $2.5bn book	$4.9m	0.2%	32,510	-$2.5m-18,548	Trimmed

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Tudor Investment Corp · Macro$20m held before
Acadian Asset Management LLC · Quantitative$8.3m held before

Ownership through time

At least 13 of the 95 managers whose filings are on file listed RJF in Q2 2026, against 3 in Q2 2013. 2 managers more than in Q1 2026: 2 started positions; 3 listed it again; 1 sold out, by its own filing; 2 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Marshall Wace LLP$101m
PDT Partners LLC$1.3m

Largest increases, by shares

Marshall Wace LLPnew: 665,450 shares+$101m
Harris Associates LP3,425,321 to 3,693,787 shares+$41m
MFS Investment Management1,878,543 to 1,896,135 shares+$2.7m
PDT Partners LLCnew: 8,300 shares+$1.3m
Bridgewater Associates LP29,814 to 34,074 shares+$648k

Largest decreases, by shares

Fidelity (FMR LLC)5,846,443 to 4,404,819 shares-$219m
Wellington Management Group LLP9,700,176 to 9,446,121 shares-$39m
Artisan Partners LP195,666 to 129,620 shares-$10m
Quantbot Technologies LP51,058 to 32,510 shares-$2.8m
First Eagle Investment Management LLC2,471 to 2,110 shares-$55k

Left it

Tudor Investment Corpwas $20m

Manager	First listed	Largest	Q2 2026
Wellington Management Group LLP	Q1 2015	$1.6bn	$1.4bn
Fidelity (FMR LLC)	Q2 2013	$1.0bn	$670m
Harris Associates LP	Q1 2026	$562m	$562m
MFS Investment Management	Q1 2016	$369m	$290m
Marshall Wace LLP	Q2 2018	$211m	$101m
Two Sigma Investments LP	Q4 2013	$75m	$75m
Squarepoint Ops LLC	Q4 2015	$36m	$36m
Woodline Partners LP	Q2 2026	$34m	$34m
Artisan Partners LP	Q2 2013	$28m	$20m
Bridgewater Associates LP	Q3 2015	$16m	$5.2m
Quantbot Technologies LP	Q4 2013	$7.4m	$4.9m
PDT Partners LLC	Q3 2014	$4.7m	$1.3m
First Eagle Investment Management LLC	Q3 2022	$747k	$321k
Viking Global Investors LP	Q2 2017	$571m	last listed Q4 2018
T. Rowe Price Associates Inc	Q2 2018	$539m	last listed Q2 2023
Invesco Ltd	Q3 2021	$403m	last listed Q4 2025
Millennium Management LLC	Q4 2016	$243m	last listed Q3 2025
AQR Capital Management LLC	Q1 2016	$176m	last listed Q1 2026
Citadel Advisors LLC	Q4 2015	$139m	last listed Q2 2023
Holocene Advisors LP	Q1 2018	$110m	last listed Q1 2024
Janus Henderson Group Ltd	Q4 2014	$97m	last listed Q3 2018
Balyasny Asset Management LLC	Q3 2013	$87m	last listed Q3 2025
Schonfeld Strategic Advisors LLC	Q4 2017	$86m	last listed Q4 2025

What RJF is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around RJF →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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