RJF · Company research
Raymond James Financial, Inc. (RJF): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| MUFG SECURITIES AMERICAS INC. | 867626 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5224 | 794205 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Dean Capital Management | 1455468 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14181 | 2155937 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Calydon Capital | 1759271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4730 | 719113 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kentucky Trust Co | 2054100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 980 | 148989 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 332 | 50474 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Hamilton Capital Partners Inc. | 2141005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1359 | 206609 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80180 | 12189765 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Plato Investment Management Ltd | 1984475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4559 | 689061 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67260 | 10225539 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Golden State Wealth Management, LLC | 1776033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75 | 11478 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| TWIN CAPITAL MANAGEMENT INC | 1059187 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3287 | 499723 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Strengthening Families & Communities, LLC | 1921196 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 456 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TRUST CO OF TOLEDO NA /OH/ | 1008937 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8200 | 1246646 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| IMA Advisory Services, Inc. | 1455495 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19 | 2889 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| GW&K Investment Management, LLC | 1082917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 140 | 21 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Private Capital Management, LLC | 1588456 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52798 | 8026804 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TOWER BRIDGE ADVISORS | 1278249 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8059 | 1225210 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39731 | 6040304 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17560 | 2669647 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| C M BIDWELL & ASSOCIATES LTD | 1091860 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 2432 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Quantitative Investment Management, LLC | 1445911 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1778 | 270 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Catalyst Funds Management Pty Ltd | 1896150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3600 | 547308 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| J.Safra Asset Management Corp | 1535293 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23 | 3497 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| FIRST UNITED BANK & TRUST | 1214183 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1770 | 269093 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 1107314 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21380 | 3250401 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| FIRST HORIZON CORP | 36966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 632 | 96083 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| TRUST CO OF VERMONT | 1134008 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34 | 5169 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| STONERIDGE INVESTMENT PARTNERS LLC | 1108831 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4600 | 810 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Mitsubishi UFJ Trust & Banking Corp | 1462160 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92200 | 14017166 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Eldridge Investment Advisors, Inc. | 1727993 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1563 | 236779 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| DEAN INVESTMENT ASSOCIATES, LLC | 846797 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28568 | 4343193 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| First Command Advisory Services, Inc. | 1727336 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 2585 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| BRADLEY FOSTER & SARGENT INC/CT | 1015086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5039 | 766079 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Oslo Pensjonsforsikring AS | 1828808 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2038 | 309837 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| DANSKE BANK A/S | 800177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 123751 | 18813865 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 739776 | 112468145 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| CITIZENS FINANCIAL GROUP INC/RI | 759944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3329 | 506091 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 137924 | 20968586 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80 | 12 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| WHITTIER TRUST CO | 1137881 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61 | 10151 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| CYBER HORNET ETFs LLC | 1818014 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 473 | 71899 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39471093 | 259627 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 714142 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3787 | 576 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 315297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17101 | 2600 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PANAGORA ASSET MANAGEMENT INC | 883677 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10971 | 1667921 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 1232395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 315110 | 47906173 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GENEVA CAPITAL MANAGEMENT LLC | 1009232 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63899 | 9714494 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| TIAA Wealth Investment Management LLC | 2124867 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84 | 12771 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| PIN OAK INVESTMENT ADVISORS INC | 1094584 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 1 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| NICHOLAS COMPANY, INC. | 903949 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 148965 | 22647149 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| GREENLEAF TRUST | 1162170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2770 | 421123 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Livforsakringsbolaget Skandia, Omsesidigt | 1547926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 732 | 111205 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| BAYBAN | 2110649 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 1216 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Management Advisory Group, LLC | 1631864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2282 | 346932 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97918 | 14886474 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Synergy Investment Management, LLC | 2053786 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 522 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Saudi Central Bank | 1918181 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12417 | 1887757 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Arbor Investment Advisors, LLC | 1590073 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2181 | 331577 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| PhiloSmith Capital Corp | 1942361 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 117375 | 17844521 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 2022427 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 1824 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Dorsey & Whitney Trust CO LLC | 1384042 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 822 | 124969 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 552875 | 84053586 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bravera Wealth | 2126773 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41 | 6233 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Napier Financial, LLC | 2086579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75 | 11402 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 319061 | 48506844 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| BESSEMER GROUP INC | 1054074 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2318 | 352 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Alpine Bank Wealth Management | 1974910 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 162 | 24629 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4989 | 758478 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 862469 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8775 | 1334 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| KING LUTHER CAPITAL MANAGEMENT CORP | 310051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9530 | 1448846 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4077737 | 617092531 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26720 | 4062242 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| WestEnd Advisors, LLC | 1351731 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 912 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Operose Advisors LLC | 1909750 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 271 | 41200 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 1019231 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 303 | 46064 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ATLAS CAPITAL ADVISORS INC. | 1434165 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 1447 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Steigerwald, Gordon & Koch Inc. | 1731876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 258 | 39224 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Empire Life Investments Inc. | 1640951 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13466 | 2047236 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| AG2R LA MONDIALE GESTION D'ACTIFS | 2047606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11122 | 1690878 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 425 | 64613 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.