RAYMOND JAMES FINANCIAL INC (RJF) Institutional Ownership
RJF is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.13M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Cullen Value Fund, which reported ownership valued at approximately $3.47M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Cullen Value Fund's RJF position is now estimated to be worth approximately $3.71M, representing an estimated gain of +6.91% since the filing period.
Major shareholders tracked on this page include Cullen Value Fund, Sequoia Financial Advisors, First Eagle U.S. Value, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks fund ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward RAYMOND JAMES FINANCIAL INC (RJF).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 3 | $5,129,070 | 35,425 |
| Q4 2025 | 3 | $5,916,165 | 35,769 |
| Q3 2025 | 3 | $5,633,102 | 33,456 |
| Q2 2025 | 3 | $5,555,833 | 36,225 |
| Q1 2025 | 4 | $31,512,425 | 226,855 |
| Q4 2024 | 4 | $46,260,844 | 297,823 |
| Q3 2024 | 4 | $28,051,661 | 229,068 |
| Q2 2024 | 3 | $4,492,437 | 36,343 |
| Q1 2024 | 3 | $4,521,348 | 35,140 |
| Q4 2023 | 5 | $242,455,837 | 2,210,493 |
| Q3 2023 | 2 | $215,317,602 | 2,143,957 |
| Q2 2023 | 2 | $224,897,608 | 2,167,270 |
Related RJF Institutional Insights:
- RJF Institutional Ownership & Insiders Activity
- RJF Institutional Ownership & 13F Activity
- RJF Top Institutional Shareholders
- RJF Institutional Buying Activity
- RJF Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- RJF Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings