DOSSIER · 13F Holders · Q1 2026Financial Services · Security Brokers, Dealers & Flotation Companies
RJF

RAYMOND JAMES FINL INC

956 institutions still hold RAYMOND JAMES FINL INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 754730109·Security Brokers, Dealers & Flotation Companies·956 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$14.9B
visible holders
Holders
956
filers reporting
Concentration
13.68%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

Congress Asset Management's RJF position gained $1.7 million in reported value even as the firm sold an estimated $1.7 million of shares. Price appreciation masked the reduction, leaving Congress as the largest holder at $70.0 million and 29.7% of tracked institutional value. The quarter's tension is that the dominant owner was trimming while several smaller institutions were building.

Arbejdsmarkedets Tillaegspension added about $2.0 million and now holds 12.1% of the $235.9 million tracked across 123 institutions. United Asset Strategies bought roughly $1.9 million, One Plus One Wealth Management $904,000 and QRG Capital $674,000. AVITY Investment Management, the third-largest holder at 6.7%, reduced its stake. RJF's ownership signal is therefore constructive below the top rank, but the leading-holder divergence prevents a simple consensus narrative.

The strongest buying came from outside that top group. United Asset Strategies purchased 12,207 shares, an estimated $1.9 million, nearly doubling its holding to $4.3 million. One Plus One Wealth Management added about $904,000, QRG Capital $674,000 and Swedbank roughly $604,000. Wealth Enhancement Advisory Services bought another $469,000. The purchases were distributed across multiple firms rather than concentrated in a single outlier.

Selling was also broad but generally modest. Gradient Investments led with an estimated $2.3 million reduction, larger than Congress's sale despite its much smaller remaining stake. Davenport cut about $534,000, the Pennsylvania Public School Employees' Retirement System roughly $388,000 and Yousif Capital Management $139,000. AVITY's reported value still edged higher despite its share reduction, another sale that price movement partly concealed.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$2.0B14.1M0.04%Q1 2026
02
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$1.6B11.4M0.04%Q1 2026
03
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$1.4B9.7M0.26%Q1 2026
04
PRIMECAP MANAGEMENT CO/CA/
CIK 0000763212
$1.4B9.3M1.07%Q1 2026
05
Vanguard Portfolio Management
CIK 0002100121· Index
$1.3B9.1M0.07%Q1 2026
06
STATE STREET CORP
CIK 0000093751
$1.1B7.9M0.04%Q1 2026
07
FMR LLC
CIK 0000315066
$847M5.8M0.04%Q1 2026
08
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$669M4.6M0.04%Q1 2026
09
JPMORGAN CHASE & CO
CIK 0000019617
$630M4.5M0.04%Q1 2026
10
T. Rowe Price Investment Management, Inc.
CIK 0001897612
$496M3.4M0.34%Q1 2026
11
HARRIS ASSOCIATES L P
CIK 0000813917
$496M3.4M0.66%Q1 2026
12
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$360M2.5M0.23%Q1 2026
13
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$356M2.5M0.25%Q1 2026
14
BANK OF AMERICA CORP /DE/
CIK 0000070858
$355M2.4M0.03%Q1 2026
15
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$347M2.4M0.07%Q1 2026
16
EARNEST PARTNERS LLC
CIK 0001102578
$322M2.2M1.33%Q1 2026
17
Invesco Ltd.
CIK 0000914208
$311M2.1M0.03%Q1 2026
18
MORGAN STANLEY
CIK 0000895421
$311M2.1M0.02%Q1 2026
19
NORTHERN TRUST CORP
CIK 0000073124· Index
$279M1.9M0.04%Q1 2026
20
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
CIK 0000912938
$273M1.9M0.09%Q1 2026
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Insiders at RAYMOND JAMES FINL INC
Allaire Bella LoykhterBegor Mark WHaynes Morgan Tarazeta JCampagnoli VincentKrauss DavidAisenbrey Christopher SHelal TarekOorlog Jonathan W Jr