undamentalytics Newsletter

Raymond James Financial: which funds bought and sold

Institutions that bought and sold Raymond James Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 395 institutions that filed 13F reports for both quarters added to or opened positions in Raymond James Financial, and 426 cut or closed them. Together they sold a net 2.4M shares, −1.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.1M shares (−4.7%); index fund managers were net sellers of 6,139 shares (−0.0%). 66 opened a new position and 86 sold out entirely.

Bought, Q2 2026 395 institutions, 66 of them new holders Sold, Q2 2026 426 institutions, 86 of them sold out
Net change, all compared −2.4M shares (−1.6%)
Net change, active managers −2.1M shares (−4.7%), 29 bought, 42 sold

Buyers versus sellers

institutions compared, 973
Active managers and hedge funds 29 bought · 42 sold · −2.1M
Index fund managers 8 bought · 4 sold · −6,139
Other institutions 358 bought · 380 sold · −266K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Capitolis Liquid Global Markets LLC +826K New position 826K $126M
Marshall Wace, LLP Hedge fund +665K New position 665K $101M
Goldman Sachs Group Inc +595K +39.0% 2.1M $323M
Two Sigma Investments, LP Hedge fund +445K +971.1% 490K $74.6M
Citigroup Inc +337K +34.5% 1.3M $199M
Healthcare Of Ontario Pension Plan Trust Fund +326K +154.5% 537K $81.6M
Natixis +283K +2742.6% 293K $44.6M
Harris Associates L P Active manager +268K +7.8% 3.7M $562M
Jump Financial, LLC +267K +4559.3% 273K $41.4M
Canada Pension Plan Investment Board +253K +75.7% 588K $89.4M
Blackrock, Inc. Index funds +225K +1.6% 14.3M $2.2B
Jane Street Group, LLC +218K +2024.2% 229K $34.8M
Woodline Partners LP Hedge fund +216K +2949.9% 223K $33.9M
Caisse De Depot Et Placement Du Quebec +215K +1952.5% 226K $34.4M
D. E. Shaw & Co., Inc. Hedge fund +198K +140.0% 339K $51.6M
Millennium Management LLC Hedge fund +185K +3686.0% 190K $28.9M
Susquehanna Fundamental Investments, LLC +181K +278.3% 247K $37.5M
HRT Financial LP +163K New position 163K $24.8M
Treasurer Of The State Of North Carolina +160K +164.0% 257K $39.1M
American Century Companies Inc Active manager +140K +33.8% 554K $84.2M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Jpmorgan Chase & Co −1.8M −39.3% 2.7M $404M
FMR LLC Active manager −1.4M −24.7% 4.4M $670M
Franklin Resources Inc Active manager −680K −45.6% 811K $123M
T. Rowe Price Investment Management, Inc. Active manager −622K −18.1% 2.8M $427M
First Trust Advisors LP −572K −23.3% 1.9M $287M
Barclays PLC −421K −34.6% 798K $121M
Prana Capital Management, LP Hedge fund −356K −99.1% 3,320 $504,740
Los Angeles Capital Management LLC Active manager −271K −80.1% 67K $10.2M
Wellington Management Group LLP Active manager −254K −2.6% 9.4M $1.4B
HSBC Holdings PLC −192K −17.6% 897K $136M
BNP Paribas Asset Management Holding S.A. −183K −61.0% 117K $17.8M
Vanguard Portfolio Management LLC Index funds −162K −1.8% 8.9M $1.4B
Victory Capital Management Inc Active manager −161K −6.5% 2.3M $354M
North Reef Capital Management LP Hedge fund −159K Sold out 0 —
Baird Financial Group, Inc. −151K −97.6% 3,764 $572,241
Palisade Capital Management, LP Active manager −150K −45.9% 176K $26.8M
Tudor Investment Corp Et Al Hedge fund −136K Sold out 0 —
Adage Capital Partners Gp, L.L.C. Hedge fund −123K Sold out 0 —
Vanguard Capital Management LLC Index funds −121K −1.1% 11.2M $1.7B
Robeco Institutional Asset Management B.V. −117K −81.1% 27K $4.1M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Capitolis Liquid Global Markets LLC 826K $126M
Marshall Wace, LLPHedge fund 665K $101M
HRT Financial LP 163K $24.8M
Arrowstreet Capital, Limited PartnershipHedge fund 121K $18.4M
Renaissance Technologies LLCHedge fund 77K $11.8M
1248 Management, LLC 66K $10M
Aquatic Capital Management LLC 34K $5.2M
Thornburg Investment Management IncActive manager 33K $5M
Mizuho Markets Cayman LP 28K $4.3M
Johnson Financial Group, LLC 22K $3.3M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
North Reef Capital Management LPHedge fund 159K $23M
Tudor Investment Corp Et AlHedge fund 136K $19.7M
Adage Capital Partners Gp, L.L.C.Hedge fund 123K $17.8M
Tredje Ap-Fonden 82K $11.8M
Chilton Investment Co Inc. 74K $10.7M
Blue Sparrow, LLC 70K $10.1M
Aware Super Pty Ltd As Trustee Of Aware Super 58K $8.4M
Acadian Asset Management LLCActive manager 58K $8.3M
Westfield Capital Management Co LPActive manager 40K $5.8M
Kettle Hill Capital Management, LLC 38K $5.5M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
897
Ten largest holders
50.5%
of 13F-reported shares
Index fund managers
33.9%
of 13F-reported shares
Active managers and hedge funds
28.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 29 42 9 8 −2.1M −4.7%
Index fund managers 8 4 0 0 −6,139 −0.0%
Other institutions 358 380 57 78 −266K −0.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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