Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
888 institutional managers reported holding RJF for the quarter ended Mar 31, 2026. Together they hold about 74% of shares outstanding; the top 10 hold 42%. 88 opened new positions; 114 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 22.18M | 11.13% | $3.21B | added +1.8% | ≤2013 |
| BlackRock | 14.12M | 7.09% | $2.04B | unchanged | ≤2013 |
| Wellington Management | 9.70M | 4.87% | $1.40B | added +11.6% | 2014 Q1 |
| PRIMECAP Management | 9.35M | 4.69% | $1.35B | unchanged | 2018 Q4 |
| State Street | 7.85M | 3.94% | $1.14B | trimmed -0.7% | ≤2013 |
| FMR (Fidelity) | 5.85M | 2.94% | $846.3M | added +2.5% | ≤2013 |
| Geode Capital | 4.64M | 2.33% | $671.3M | added +1.9% | ≤2013 |
| T. Rowe Price Investment Management, INC. | 3.43M | 1.72% | $496.2M | added +51.8% | 2022 Q3 |
| Harris Associates (Oakmark) | 3.43M | 1.72% | $495.8M | opened | 2026 Q1 |
| Victory Capital Management INC | 2.49M | 1.25% | $360.4M | trimmed -10.6% | 2015 Q2 |
| First Trust Advisors LP | 2.46M | 1.24% | $356.0M | trimmed -19.9% | ≤2013 |
| Bank OF America CORP /DE/ | 2.45M | 1.23% | $354.6M | added +9.9% | ≤2013 |
| Dimensional Fund Advisors | 2.40M | 1.21% | $347.4M | added +1.8% | ≤2013 |
| UBS | 2.29M | 1.15% | $332.1M | added +2% | ≤2013 |
| Earnest Partners LLC | 2.22M | 1.12% | $321.7M | trimmed -4.1% | 2013 Q4 |
| Invesco | 2.15M | 1.08% | $311.2M | trimmed -8.1% | ≤2013 |
| Morgan Stanley | 2.15M | 1.08% | $311.2M | trimmed -18% | ≤2013 |
| Northern Trust | 1.93M | 0.97% | $279.2M | trimmed -1% | ≤2013 |
| MFS Investment Management | 1.88M | 0.94% | $271.9M | trimmed -2.8% | 2016 Q1 |
| Goldman Sachs | 1.53M | 0.77% | $220.9M | trimmed -17.4% | ≤2013 |
| Franklin Resources | 1.49M | 0.75% | $215.9M | added +120.1% | 2019 Q1 |
| BNY Mellon | 1.24M | 0.62% | $179.6M | added +3.2% | ≤2013 |
| Barclays PLC | 1.22M | 0.61% | $176.4M | added +68.3% | ≤2013 |
| Legal & General Group PLC | 1.20M | 0.60% | $173.1M | unchanged | ≤2013 |
| Charles Schwab Investment Management | 1.13M | 0.57% | $163.6M | added +3% | ≤2013 |
| Hsbc Holdings PLC | 1.09M | 0.55% | $157.6M | trimmed -4% | ≤2013 |
| Harfst & Associates, INC. | 1.06M | 0.53% | $153.6M | trimmed -0.6% | 2015 Q2 |
| Citigroup INC | 974.9k | 0.49% | $141.1M | added +123.2% | ≤2013 |
| SEI Investments CO | 920.7k | 0.46% | $133.3M | trimmed -6.8% | ≤2013 |
| BNP Paribas Financial Markets | 832.3k | 0.42% | $120.5M | added +11.1% | ≤2013 |
| AQR Capital | 793.9k | 0.40% | $114.9M | trimmed -27.6% | ≤2013 |
| Mercer Global Advisors INC /ADV | 731.8k | 0.37% | $105.9M | trimmed -7.6% | 2019 Q1 |
| Nuveen | 724.4k | 0.36% | $104.9M | unchanged | ≤2013 |
| Raymond James Financial INC | 702.1k | 0.35% | $101.6M | trimmed -4.7% | ≤2013 |
| Deutsche Bank AG\ | 583.8k | 0.29% | $84.5M | added +2.3% | ≤2013 |
| Principal Financial Group INC | 550.4k | 0.28% | $79.7M | trimmed -4.2% | ≤2013 |
| Envestnet Asset Management INC | 509.1k | 0.26% | $73.7M | unchanged | ≤2013 |
| Mitsubishi UFJ Asset Management CO., LTD. | 494.8k | 0.25% | $71.6M | added +5.3% | ≤2013 |
| PNC Financial Services Group, INC. | 494.3k | 0.25% | $71.6M | trimmed -13.6% | ≤2013 |
| Munich Reinsurance CO Stock CORP in Munich | 478.4k | 0.24% | $69.3M | added +18.3% | 2025 Q3 |
| Congress Asset Management CO | 471.4k | 0.24% | $68.2M | trimmed -8.3% | ≤2013 |
| Wells Fargo & COMPANY/MN | 438.5k | 0.22% | $63.5M | added +22.2% | ≤2013 |
| Sumitomo Mitsui Trust Group, INC. | 430.6k | 0.22% | $62.3M | trimmed -4.1% | ≤2013 |
| American Century Companies INC | 414.2k | 0.21% | $60.0M | added +70.4% | 2020 Q1 |
| Amundi | 401.3k | 0.20% | $58.1M | added +14.3% | 2017 Q4 |
| PFA Pension, Forsikringsaktieselskab | 397.7k | 0.20% | $57.6M | unchanged | 2025 Q4 |
| Fisher Investments | 397.1k | 0.20% | $57.5M | added +1.1% | ≤2013 |
| AllianceBernstein | 386.1k | 0.19% | $55.9M | trimmed -21.5% | ≤2013 |
| Prana Capital Management, LP | 359.3k | 0.18% | $52.0M | added +54.4% | 2025 Q4 |
| CalPERS | 347.7k | 0.17% | $50.3M | added +2.7% | ≤2013 |
Largest 50 of 888 shown; the full ranked, searchable register is at boothcheck.com/holders/RJF. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.