RJF
Raymond James Financial, Inc. · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow +13.3% ·
net new positions +16.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 158 | +2 | 121.57M | $18.47B | +6 | −4 |
| Q1 2026 | 159 | -3 | 121.20M | $17.53B | +3 | −7 |
| Q4 2025 | 161 | +1 | 133.09M | $21.37B | +2 | — |
| Q3 2025 | 21 | +1 | 93.26M | $16.09B | +1 | −1 |
| Q2 2025 | 18 | -2 | 79.96M | $12.26B | — | −2 |
| Q1 2025 | 17 | 0 | 36.83M | $5.11B | +1 | −1 |
| Q4 2024 | 17 | -2 | 38.57M | $5.99B | — | −2 |
| Q3 2024 | 18 | +3 | 34.15M | $4.18B | +3 | — |
| Q2 2024 | 15 | — | 30.13M | $3.72B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 12.11M | +31.4% | $1.48B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 2 | Wellington Management ✦ | 12.11M | +31.4% | $1.48B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 3 | Wellington Management ✦ | 12.11M | +31.4% | $1.48B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 4 | Wellington Management ✦ | 12.11M | +31.4% | $1.48B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 5 | Wellington Management ✦ | 12.11M | +31.4% | $1.48B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 6 | Wellington Management ✦ | 12.11M | +31.4% | $1.48B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 7 | Wellington Management ✦ | 12.11M | +31.4% | $1.48B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 8 | Wellington Management ✦ | 12.11M | +31.4% | $1.48B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 9 | PRIMECAP Management ✦ | 11.98M | -0.9% | $1.47B | 1.1% | ▼ Trim | 2 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passive) | 4.35M | +0.3% | $531.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Geode Capital Management ✦ (passive) | 4.35M | +0.3% | $531.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Norges Bank ✦ (passive) | 2.35M | +3.3% | $288.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Millennium Management ✦ | 545.72K | +3390.6% | $66.83M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Fisher Asset Management ✦ | 448.48K | +1.8% | $54.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 423.86K | +5630.9% | $51.91M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 423.86K | +5630.9% | $51.91M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Marshall Wace ✦ | 373.61K | -61.9% | $45.75M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 18 | Marshall Wace ✦ | 373.61K | -61.9% | $45.75M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 363.90K | +0.2% | $44.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | T. Rowe Price ✦ | 363.90K | +0.2% | $44.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 248.21K | +871.5% | $30.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 248.21K | +871.5% | $30.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 207.24K | +1520.7% | $25.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 199.29K | +18.2% | $24.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 199.29K | +18.2% | $24.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Renaissance Technologies ✦ | 193.04K | New | $23.64M | 0.0% | New | 1 | SEC ↗ |
| 27 | Adage Capital Partners ✦ | 174.75K | -2.4% | $21.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Point72 Asset Management ✦ | 90.83K | New | $11.12M | 0.0% | New | 1 | SEC ↗ |
| 29 | Arrowstreet Capital ✦ | 43.74K | New | $5.36M | 0.0% | New | 1 | SEC ↗ |
| 30 | Bridgewater Associates ✦ | 18.86K | +579.5% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Gotham Asset Management ✦ | 17.68K | +1.1% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $23.64M | 0.0% |
| Point72 Asset Management | $11.12M | 0.0% |
| Arrowstreet Capital | $5.36M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 911 holders, 147.28M shares, $20.48B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.