RJF
RAYMOND JAMES FINANCIAL INCMarquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q4 2015 | 43Q | $32 | $154 | +376% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $112 | $154 | +38% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $112 | $154 | +38% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $112 | $154 | +38% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $112 | $154 | +38% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $112 | $154 | +38% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Renaissance Technologies | Q4 2024 | Q3 2025 | → $162 | +3% |
| Point72 Asset Management | Q4 2024 | Q1 2025 | → $157 | +0% |
| Maverick Capital | Q2 2020 | Q4 2020 | → $54 | +45% |
| Viking Global Investors | Q3 2017 | Q2 2019 | → $50 | +6% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at RAYMOND JAMES FINANCIAL INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Mar 20, 2026 — the most recent Form 4 on file — not from today.
- Form 40001225208-26-003890Mar 20, 2026
- Form 40001225208-26-002940Mar 3, 2026
- Form 40001225208-26-002653Feb 25, 2026
- Form 40001225208-26-002385Feb 23, 2026
- Form 40001225208-26-002384Feb 23, 2026
- Form 40001225208-26-002383Feb 23, 2026
- Form 40001225208-26-002382Feb 23, 2026
- Form 40001225208-26-002381Feb 23, 2026
- Form 40001225208-26-002380Feb 23, 2026
- Form 40001225208-26-002379Feb 23, 2026
- Form 40001225208-26-002378Feb 23, 2026
- Form 40001225208-26-002377Feb 23, 2026
- Form 40001225208-26-002376Feb 23, 2026
- Form 40001225208-26-001359Feb 5, 2026
- Form 40001225208-26-001141Feb 3, 2026
Fundamentals
XBRL · RAYMOND JAMES FINANCIAL INCAnnual figures sourced directly from RAYMOND JAMES FINANCIAL INC's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for RAYMOND JAMES FINANCIAL INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 27, 2026
- 8-KMaterial eventMay 20, 2026
- 8-KMaterial eventMay 19, 2026
- 10-QQuarterly reportMay 6, 2026
- 8-KMaterial eventApr 22, 2026
- 8-KMaterial eventMar 25, 2026
- 8-KMaterial eventFeb 23, 2026
- 8-KMaterial eventFeb 18, 2026
- 10-QQuarterly reportFeb 6, 2026
- 8-KMaterial eventJan 28, 2026
- 8-KMaterial eventJan 15, 2026
- DEF 14AProxy statementJan 7, 2026
- 8-KMaterial eventDec 17, 2025
- 8-KMaterial eventDec 4, 2025
- 8-KMaterial eventDec 2, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Bridgewater Associates | Q4 2025 | open | $160 | $147 | -8% |
| Bridgewater Associates | Q2 2025 | Q3 2025 | $150 | $162 | +8% |
| Point72 Asset Management | Q4 2024 | Q1 2025 | $157 | $157 | +0% |
| Renaissance Technologies | Q4 2024 | Q3 2025 | $157 | $162 | +3% |
| Bridgewater Associates | Q3 2024 | Q1 2025 | $112 | $158 | +41% |
| Citadel Advisors | Q3 2024 | open | $112 | $154 | +38% |
| Two Sigma Investments | Q3 2024 | open | $112 | $154 | +38% |
| D.E. Shaw | Q3 2024 | open | $112 | $154 | +38% |
| AQR Capital Management | Q3 2024 | open | $112 | $154 | +38% |
| Millennium Management | Q3 2024 | open | $112 | $154 | +38% |
| Bridgewater Associates | Q1 2021 | Q2 2023 | $71 | $81 | +14% |
| Maverick Capital | Q2 2020 | Q4 2020 | $37 | $54 | +45% |
| Bridgewater Associates | Q1 2020 | Q2 2020 | $60 | $38 | -37% |
| Bridgewater Associates | Q2 2019 | Q4 2019 | $51 | $53 | +5% |
| Bridgewater Associates | Q2 2018 | Q3 2018 | $55 | $53 | -5% |
| Viking Global Investors | Q3 2017 | Q2 2019 | $47 | $50 | +6% |
| Bridgewater Associates | Q1 2017 | Q2 2017 | $45 | $44 | -2% |
| Bridgewater Associates | Q3 2016 | Q4 2016 | $32 | $38 | +18% |
| Bridgewater Associates | Q4 2015 | Q1 2016 | $32 | $23 | -29% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.