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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
FIL Ltd3$00.00%––
MPS Loria Financial Planners, LLC7$00.00%––
Arkadios Wealth Advisors1$00.00%––
C M Bidwell & Associates Ltd11$1.00K0.00%––
Massmutual Trust Co FSB8$1.00K0.00%––
Manchester Capital Management LLC8$1.00K0.00%––
Tarbox Family Office, Inc.12$1.00K0.00%––
Patriot Financial Group Insurance Agency, LLC12$1.00K0.00%––
Evoke Wealth, LLC10$1.00K0.00%––
Eudaimonia Partners, LLC6$1.00K0.00%––
Atlas Private Wealth Advisors5$1.00K0.00%––
TFC Financial Management6$1.00K0.00%––
Brown Brothers Harriman & Co13$2.00K0.00%––
Enterprise Financial Services Corp18$2.00K0.00%––
Glassman Wealth Services15$2.00K0.00%––
Fieldpoint Private Securities, LLC20$2.00K0.00%––
Retirement Group, LLC13$2.00K0.00%––
Liberty Wealth Management LLC21$2.00K0.00%––
Raffa Wealth Management, LLC20$2.45K0.00%––
CWM, LLC20$3.00K0.00%––
BerganKDV Wealth Management, LLC22$3.00K0.00%––
McIlrath & Eck, LLC21$3.00K0.00%––
KB Financial Partners, LLC24$3.00K0.00%––
Copeland Capital Management, LLC33$4.00K0.00%––
Stuart Chaussee & Associates, Inc.32$4.00K0.00%––
Meridian Wealth Partners, LLC31$4.00K0.00%––
HighMark Wealth Management LLC34$4.00K0.00%––
Concord Wealth Partners34$4.00K0.00%––
Sowell Financial Services LLC37$5.00K0.00%––
Meeder Asset Management Inc48$6.00K0.00%––
HM Payson & Co49$6.00K0.00%––
TCI Wealth Advisors, Inc.49$6.00K0.00%––
Lindbrook Capital, LLC49$6.00K0.00%––
Global Wealth Management Investment Advisory, Inc.50$6.00K0.00%––
Hexagon Capital Partners LLC57$6.00K0.00%––
Altshuler Shaham Ltd56$7.00K0.00%––
CVA Family Office, LLC60$7.00K0.00%––
Carolinas Wealth Consulting LLC56$7.00K0.00%––
Alpha DNA Investment Management LLC61$7.00K0.01%––
Sun Life Financial INC72$9.00K0.00%––
Prestige Wealth Management Group LLC74$9.00K0.00%––
Peoples Financial Services Corp.80$10.0K0.00%––
Assetmark, Inc82$10.0K0.00%––
International Assets Investment Management, LLC98$11.0K0.00%––
Financial Management Professionals, Inc.100$12.0K0.00%––
Cullen/Frost Bankers, Inc.105$13.0K0.00%––
Valley National Advisers Inc115$14.0K0.00%––
Jones Financial Companies LLLP122$15.0K0.00%––
SOA Wealth Advisors, LLC.126$15.0K0.00%––
Leonteq Securities AG125$15.3K0.00%––
Whittier Trust Co127$16.0K0.00%––
Wealthcare Advisory Partners LLC133$16.0K0.00%––
Parkside Financial Bank & Trust140$17.0K0.01%––
Gemmer Asset Management LLC141$17.0K0.00%––
Country Trust Bank150$18.0K0.00%––
Farmers & Merchants Investments Inc166$20.0K0.00%––
Jackson, Grant Investment Advisers, Inc.171$21.0K0.01%––
Caldwell Trust Co180$22.1K0.00%––
Stephenson National Bank & Trust185$23.0K0.02%––
Parallel Advisors, LLC186$23.0K0.00%––
Salem Investment Counselors Inc200$25.0K0.00%––
Bray Capital Advisors200$25.0K0.01%––
CX Institutional201$25.0K0.00%––
Benjamin F. Edwards & Company, Inc.211$26.0K0.00%––
Harbour Investments, Inc.224$27.0K0.00%––
Quadrant Capital Group LLC224$27.0K0.00%––
Hall Laurie J Trustee230$28.0K0.01%––
Laurel Wealth Advisors LLC239$29.0K0.01%––
Trust Co253$31.0K0.02%––
Front Row Advisors LLC250$31.0K0.02%––
FinTrust Capital Advisors, LLC277$34.0K0.01%––
Penserra Capital Management LLC307$37.0K0.00%––
Resources Management Corp315$39.0K0.01%––
Smith Asset Management Group LP323$40.0K0.00%––
Berman Capital Advisors, LLC342$42.0K0.01%––
Denali Advisors LLC400$49.0K0.02%––
Private Capital Group, LLC397$49.0K0.01%––
Moisand Fitzgerald Tamayo, LLC416$51.0K0.02%––
Ameritas Investment Company, LLC441$54.1K0.00%––
Delta Asset Management LLC450$55.0K0.01%––
CSat Investment Advisory, L.P.471$58.0K0.05%––
TD Ameritrade Investment Management, LLC612$59.0K0.00%––
Bessemer Group Inc484$60.0K0.00%––
Phoenix Wealth Advisors500$63.0K0.05%––
Pacitti Group Inc.559$68.0K0.04%––
FourThought Financial, LLC573$70.0K0.01%––
First Horizon Advisors, Inc.611$74.0K0.00%––
First Horizon Corp632$77.0K0.01%––
Coastal Capital Group, Inc.744$91.0K0.02%––
Federation des caisses Desjardins du Quebec749$91.9K0.00%––
Advisors Asset Management, Inc.762$93.4K0.00%––
Smithfield Trust Co807$99.0K0.01%––
Federated Hermes, Inc.817$100.0K0.00%––
Creative Financial Designs Inc926$113.0K0.02%––
Standard Family Office LLC991$121.0K0.03%––
Allred Capital Management, LLC1,008$123.5K0.06%––
First Bank & Trust1,033$126.0K0.06%––
Spire Wealth Management936$126.0K0.00%––
Deane Retirement Strategies, Inc.1,005$127.0K0.07%––
Geneos Wealth Management Inc.995$130.0K0.00%––