Follow-The-Filings

Security

RJF

Raymond James Finl Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

16 owners 1 new 1 exit max 0.7% (Bill Nygren / Oakmark - H...)

grid → activity →
owners 16
max % 0.7%
tracked value $4.7B
qoq N 1 A 2 R 9 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 0.7% New 0.7% 3,425,321 $496M hist
Ancora Advisors LLC 2026 Q1 0.1% Reduce -0.01 pp 43,581 $6M hist
Kentucky Trust Co. 2026 Q2 stale 0.1% — 980 $149M hist
Natixis Advisors, LLC 2026 Q1 0.1% Reduce -0.01 pp 320,316 $46M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Reduce -0.01 pp 21,749,721 $3.5B hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Reduce -0.04 pp 793,863 $114M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.03 pp 2,019,197 $324M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 397,142 $58M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.02 pp 29,814 $4M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 141,433 $20M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 32,504 $5M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 19,741 $3M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 107,294 $16M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.02 pp 5,013 $726 hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.03 pp 2,618 $379 hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 2,471 $358 hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit -0.02 pp 145,719 $23M hist

16 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $12.99B $14.92B $15.91B
Gross profit — — —
Gross margin — — —
Net income $1.74B $2.07B $2.14B
Net margin * 13.4% 13.9% 13.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $78.36B $82.99B $88.23B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $10.21B $11.67B $12.5B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$3.51B $2.16B $2.43B
Cash from investing -$274M -$968M -$4.32B
Cash from financing $1.44B $438M $2.36B
Net change in cash -$2.11B $1.8B $439M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders