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Raymond James Financial Inc

RJF
Exchange
NYSE
Industry
Security Brokers, Dealers & Flotation Companies
SEC CIK
0000720005

In the last 90 days, Raymond James Financial Inc insiders filed 0 open-market purchases and 3 sales; 904 institutions reported holding it in 13F filings for Q2 2026, worth $23.1B in total; Harris Associates (Oakmark) is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Raymond James Financial Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
552
No complete 13F data for Q4 2020
Shares held
105.1M
No complete 13F data for Q4 2020
Total value
$12.3B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting RJF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 552 institutions
Q1 2021: 552 institutionsQ2 2021: 565 institutionsQ3 2021: 583 institutionsQ4 2021: 638 institutionsQ1 2022: 664 institutionsQ2 2022: 657 institutionsQ3 2022: 666 institutionsQ4 2022: 701 institutionsQ1 2023: 664 institutionsQ2 2023: 644 institutionsQ3 2023: 658 institutionsQ4 2023: 720 institutionsQ1 2024: 729 institutionsQ2 2024: 751 institutionsQ3 2024: 768 institutionsQ4 2024: 840 institutionsQ1 2025: 858 institutionsQ2 2025: 857 institutionsQ3 2025: 894 institutionsQ4 2025: 936 institutionsQ1 2026: 925 institutionsQ2 2026: 904 institutions
Value heldQ1 2021: $12.3B
Q1 2021: $12.3BQ2 2021: $13.2BQ3 2021: $14.0BQ4 2021: $15.5BQ1 2022: $17.3BQ2 2022: $14.3BQ3 2022: $16.1BQ4 2022: $17.5BQ1 2023: $14.8BQ2 2023: $16.5BQ3 2023: $15.7BQ4 2023: $17.4BQ1 2024: $19.9BQ2 2024: $18.9BQ3 2024: $19.1BQ4 2024: $23.9BQ1 2025: $21.8BQ2 2025: $23.8BQ3 2025: $26.0BQ4 2025: $24.6BQ1 2026: $22.0BQ2 2026: $23.1B
Institutions holding RJF and their total value by quarter
QuarterHoldersValue
Q2 2026904$23.1B
Q1 2026925$22.0B
Q4 2025936$24.6B
Q3 2025894$26.0B
Q2 2025857$23.8B
Q1 2025858$21.8B
Q4 2024840$23.9B
Q3 2024768$19.1B
Q2 2024751$18.9B
Q1 2024729$19.9B
Q4 2023720$17.4B
Q3 2023658$15.7B
Q2 2023644$16.5B
Q1 2023664$14.8B
Q4 2022701$17.5B
Q3 2022666$16.1B
Q2 2022657$14.3B
Q1 2022664$17.3B
Q4 2021638$15.5B
Q3 2021583$14.0B
Q2 2021565$13.2B
Q1 2021552$12.3B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Raymond James Financial Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding RJF in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc13,953,687$1.71B0.05%––
BlackRock Inc.12,894,933$1.58B0.05%––
State Street Corp5,518,631$678.5M0.04%––
Primecap Management Co5,469,585$670.4M0.47%––
Price T Rowe Associates Inc4,396,046$538.8M0.05%––
Wellington Management Group LLP3,610,851$442.5M0.08%––
FMR LLC2,930,623$359.2M0.03%––
JPMorgan Chase & Co2,434,191$298.3M0.04%––
Earnest Partners LLC2,156,971$264.4M1.58%––
Geode Capital Management, LLC2,088,476$255.4M0.04%––
Brave Warrior Advisors, LLC2,044,690$250.6M8.18%––
Bank of America Corp1,598,984$196.0M0.02%––
Northern Trust Corp1,480,446$181.4M0.03%––
APG Asset Management N.V.1,610,706$168.0M0.29%––
Invesco Ltd.1,360,555$166.8M0.04%––
Norges Bank1,196,525$146.6M0.03%––
Massachusetts Financial Services Co1,177,649$144.3M0.04%––
Quest Capital Management Inc1,117,188$136.9M29.33%––
Congress Asset Management Co1,078,817$132.2M1.19%––
Legal & General Group Plc1,049,416$128.6M0.05%––
Dimensional Fund Advisors LP1,003,253$123.0M0.04%––
Bank of New York Mellon Corp990,870$121.4M0.02%––
Fisher Asset Management, LLC831,265$101.9M0.07%––
Charles Schwab Investment Management Inc810,014$99.3M0.04%––
Harfst & Associates, Inc.762,133$93.4M28.14%––
Principal Financial Group Inc702,343$86.1M0.06%––
Citadel Advisors LLC627,941$77.0M0.08%––
Thrivent Financial for Lutherans604,177$74.0M0.16%––
UBS Asset Management Americas Inc584,108$71.6M0.03%––
Tredje AP-fonden5,022,704$71.6M1.71%––
Prudential Financial Inc583,953$71.6M0.11%––
Advent International Corp539,570$66.1M4.00%––
Morgan Stanley527,165$64.6M0.01%––
Goldman Sachs Group Inc515,619$63.2M0.02%––
Southpoint Capital Advisors LP500,000$61.3M0.98%––
Wells Fargo & Company486,971$59.7M0.01%––
Nuveen Asset Management, LLC486,287$59.6M0.02%––
Eaton Vance Management468,917$57.5M0.09%––
Ceredex Value Advisors LLC461,400$56.7M0.66%––
Holocene Advisors, LP462,338$56.7M0.36%––
Schroder Investment Management Group431,638$52.9M0.07%––
New York State Common Retirement Fund412,644$50.6M0.06%––
Parametric Portfolio Associates LLC412,126$50.5M0.03%––
Sumitomo Mitsui Trust Holdings, Inc.404,299$49.6M0.03%––
Palisade Capital Management LLC400,204$49.0M1.15%––
Vaughan Nelson Investment Management, L.P.398,114$48.8M0.52%––
Deutsche Bank AG367,799$45.1M0.02%––
Royal Bank of Canada357,947$43.9M0.01%––
Bank of Montreal347,609$43.8M0.03%––
Macquarie Group Ltd349,166$42.8M0.06%––
California Public Employees Retirement System284,170$34.8M0.03%––
Schonfeld Strategic Advisors LLC282,557$34.6M0.46%––
Teacher Retirement System of Texas255,482$31.3M0.17%––
Barclays PLC249,255$30.5M0.03%––
Nicholas Company, Inc.245,755$30.1M0.56%––
Gillson Capital LP230,847$28.3M2.38%––
Raymond James & Associates229,303$28.1M0.03%––
UBS Group AG221,515$27.1M0.01%––
Geneva Capital Management LLC219,828$26.9M0.46%––
California State Teachers Retirement System219,787$26.9M0.04%––
National Pension Service216,552$26.5M0.06%––
Alliancebernstein L.P.214,580$26.3M0.01%––
Davis Capital Partners, LLC200,000$24.5M1.41%––
Iat Reinsurance Co Ltd.198,750$24.4M3.71%––
Rhumbline Advisers197,962$24.3M0.03%––
Pinnacle Associates Ltd190,783$23.4M0.45%––
Deroy & Devereaux Private Investment Counsel Inc190,483$23.3M1.84%––
Envestnet Asset Management Inc183,122$22.4M0.01%––
State Board of Administration of Florida Retirement System182,637$22.4M0.04%––
D. E. Shaw & Co., Inc.180,486$22.1M0.03%––
Ameriprise Financial Inc175,170$21.5M0.01%––
Raymond James Financial Services Advisors, Inc.174,685$21.4M0.05%––
Credit Suisse AG172,665$21.2M0.02%––
BNP Paribas Arbitrage, SA167,048$20.5M0.04%––
HSBC Holdings PLC166,281$20.4M0.03%––
Russell Investments Group, Ltd.164,614$20.2M0.04%––
New York State Teachers Retirement System161,722$19.8M0.04%––
Robeco Institutional Asset Management B.V.159,329$19.5M0.05%––
Loomis Sayles & Co L P158,489$19.4M0.03%––
Jacobs Levy Equity Management, Inc157,482$19.3M0.15%––
Citigroup Inc151,714$18.6M0.02%––
Natixis Advisors, L.P.143,222$17.6M0.09%––
State of Tennessee, Treasury Department134,103$16.4M0.07%––
Putnam Investments LLC133,591$16.4M0.03%––
Pinebridge Investments, L.P.133,347$16.3M0.21%––
CIBC Private Wealth Group, LLC133,132$16.3M0.04%––
Adage Capital Partners GP, L.L.C.129,900$15.9M0.03%––
AQR Capital Management LLC129,691$15.9M0.03%––
Westpac Banking Corp129,581$15.9M0.18%––
Glenmede Trust Co NA128,623$15.8M0.08%––
TD Asset Management Inc127,845$15.7M0.02%––
First Trust Advisors LP121,587$14.9M0.02%––
Manufacturers Life Insurance Company, The121,458$14.9M0.01%––
Brandywine Global Investment Management, LLC120,529$14.8M0.11%––
Mercer Global Advisors Inc116,781$14.3M0.13%––
Mackay Shields LLC114,215$14.0M0.10%––
Ancora Advisors, LLC106,235$13.0M0.36%––
Frontier Capital Management Co LLC100,117$12.3M0.09%––
PhiloSmith Capital Corp94,450$11.6M5.10%––
Great West Life Assurance Co95,086$11.6M0.03%––