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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

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RJF

RJF 13F Positioning & Ownership Changes

Raymond James Financial INC

-$1.7B

Net Activity

Data as of: 2026-03-31

Institutions Holding

916

Popularity Rank

#512

Avg Weight

0.15%

Total Value

$22.0B

Ownership Trend

916 institutions currently hold RJF, with 387 net buyers and 467 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

467

Net Buying Institutions

387

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$2.0B
VC
Vanguard Capital Management LLC
$1.6B
WM
Wellington Management Group LLP
$1.4B
PM
Primecap Management Co/ca/
$1.4B
VP
Vanguard Portfolio Management LLC
$1.3B

Top 5 by Conviction

H&
Harfst & Associates, Inc.
27.43%
MR
Munich Reinsurance Co Stock Corp in Munich
1.70%
EP
Earnest Partners LLC
1.33%
PM
Primecap Management Co/ca/
1.07%
Harris Associates L PHarris Associates L P
0.66%
View all 916 holding institutions

Across its top 20 institutional holders, RJF's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 20/100).

Quarterly Activity

Recent Activity

+$8.7B

Total Buy Value

$13.0B

Total Sell Value

New buy85
Trim367
Add302
Sold out100

387

Net Buyers

467

Net Sellers

Game Theory Scenarios

Bearish— Distribution Signal

Institutions and insiders both reducing exposure, RJF bearish

Signal Basis

Latest 13F filing shows a net value decline of -$1.66B, with more net sellers (467) than net buyers (387) and exits (100) exceeding new buys (85). Insider activity shows only sells in the past 90 days ($4.97M total), with zero buys and no cluster alert.

Confirmation

Continued institutional net selling in the next quarter and/or an increase in insider selling would reinforce the bearish signal.

Invalidation Risk

A reversal would require insider buying or a significant swing to net institutional accumulation.

AI-generated from institutional holders' SEC EDGAR disclosures and limited to historical data. Should not be relied upon as the sole basis for any investment decision.

See the institutional 13F filings behind this signal

Smart Money Convergence

RJF does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/RJF

Insider Trading (Form 4)

90d confidence

0

unique buyers

—

buy value

data as of 2026-07-24

12-Month Buy/Sell Activity

Jan 25
Dec 25
BuySell
ActionInsiderTitleDateValue
SellAllaire Bella LoykhterChief Admin Officer2026-03-19$4.21M
SellSantelli Jonathan NEVP, General Counsel2026-02-04$767K
SellREILLY PAUL CExecutive Chair2025-12-15$9.23M
SellREILLY PAUL CExecutive Chair2025-12-15$8.76M
SellREILLY PAUL CExecutive Chair2025-12-15$3.33M
SellAllaire Bella LoykhterChief Admin Officer2025-05-29$963K
SellBunn James EPresident, Capital Markets2025-04-28$498K
SellSantelli Jonathan NEVP, General Counsel2025-01-31$700K
View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-22
2026-07-22

Raymond James Financial (RJF) filed an 8-K on July 22, 2026, reporting its fiscal third-quarter results for the period ended June 30, 2026. The press release, financial supplement, and earnings presentation are attached as exhibits to this filing.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

754730109

FAQ

Who are the top institutional investors holding RAYMOND JAMES FINANCIAL INC (RJF)?
Major stakeholders currently include BlackRock, Inc. ($2.0B), Vanguard Capital Management LLC ($1.6B), Wellington Management Group LLP ($1.4B). Based on the latest 13F filings, there are a total of 916 tracked investment funds and institutions maintaining positions in RJF.
What is the overall institutional sentiment toward RJF recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.7B, driven by 387 managers accumulating shares while 467 reduced their exposure.
Which institutions have been selling or reducing their RJF positions?
In the latest period, 367 funds trimmed their holdings, and 100 managers completely exited their positions. The aggregate reported sell value was $13.0B.
Are there any notable investors adding RJF to their portfolios?
Yes, buying activity remains notable. 85 institutions opened new positions in {ticker}, and 302 existing holders added to their shares. The total reported buy value for the quarter amounted to $8.7B.

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