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 quarterInstitutional holdersTotal reported valueTotal shares
Q1 20263$5,129,07035,425
Q4 20253$5,916,16535,769
Q3 20253$5,633,10233,456
Q2 20253$5,555,83336,225
Q1 20254$31,512,425226,855
Q4 20244$46,260,844297,823
Q3 20244$28,051,661229,068
Q2 20243$4,492,43736,343
Q1 20243$4,521,34835,140
Q4 20235$242,455,8372,210,493
Q3 20232$215,317,6022,143,957
Q2 20232$224,897,6082,167,270