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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
Livforsakringsbolaget Skandia, Omsesidigt1,155$142.0K0.01%––
Central Trust Co1,191$146.0K0.01%––
Sentry Investment Management LLC1,253$154.0K0.04%––
FORA Capital, LLC1,337$164.0K0.05%––
PGGM Investments1,487$182.0K0.00%––
Endurance Wealth Management, Inc.1,500$184.0K0.02%––
Banque Cantonale Vaudoise1,600$196.0K0.01%––
Echo Street Capital Management LLC1,685$207.0K0.00%––
Fox Run Management, L.L.C.1,700$208.0K0.38%––
Proequities, Inc.1,698$209.0K0.01%––
YHB Investment Advisors, Inc.1,619$210.0K0.02%––
Cetera Investment Advisers1,712$210.0K0.00%––
Cetera Advisor Networks LLC1,726$212.0K0.00%––
Ameritas Investment Partners, Inc.1,737$213.0K0.01%––
Comerica Securities,inc.1,744$214.0K0.02%––
Guinness Asset Management LTD1,747$214.0K0.01%––
Principle Wealth Partners LLC1,750$214.0K0.03%––
Modera Wealth Management, LLC1,778$218.0K0.01%––
Advisor Partners LLC1,800$221.0K0.02%––
MTM Investment Management, LLC1,800$221.0K0.12%––
Calton & Associates, Inc.1,810$222.0K0.04%––
Steward Partners Investment Advisory, LLC1,817$222.7K0.00%––
Symmetry Partners, LLC1,826$224.0K0.02%––
Sutton Wealth Advisors Inc.1,843$225.9K0.09%––
Pillar Pacific Capital Management LLC1,840$226.0K0.02%––
Centiva Capital, LP1,853$227.0K0.03%––
Avestar Capital, LLC1,741$228.0K0.05%––
Profund Advisors LLC1,873$230.0K0.01%––
Checchi Capital Advisers, LLC1,905$233.0K0.03%––
Quantinno Capital Management LP1,899$233.0K0.25%––
Blue Chip Partners, Inc.1,915$235.0K0.04%––
Avantax Advisory Services, Inc.1,923$236.0K0.01%––
Greenleaf Trust1,950$239.0K0.00%––
DuPont Capital Management Corp1,957$240.0K0.01%––
IndexIQ Advisors LLC1,957$240.0K0.01%––
NEXT Financial Group, Inc1,952$240.0K0.02%––
Seeyond1,999$244.0K0.02%––
Candriam Luxembourg S.C.A.2,666$245.0K0.00%––
PSI Advisors, LLC2,000$245.0K0.14%––
Flagship Harbor Advisors, LLC2,007$246.0K0.03%––
Nicholas Hoffman & Company, LLC.2,022$248.0K0.05%––
Two Sigma Securities, LLC2,037$250.0K0.06%––
Capital CS Group, LLC2,073$254.0K0.25%––
Evercore Wealth Management, LLC2,119$260.0K0.01%––
Clarus Group, Inc.2,064$263.0K0.22%––
Boston Private Wealth LLC2,182$267.0K0.00%––
Fulton Bank, N.A.2,340$287.0K0.01%––
Rockefeller Capital Management L.P.2,344$287.0K0.00%––
Cresset Asset Management, LLC2,333$287.0K0.00%––
Legacy Wealth Asset Management, LLC2,347$288.0K0.13%––
J. W. Coons Advisors, LLC2,383$292.0K0.10%––
Walleye Capital LLC2,450$300.0K0.02%––
Canandaigua National Corp2,462$302.0K0.05%––
Moseley Investment Management Inc2,476$303.0K0.17%––
Arthur M. Cohen & Associates, LLC2,500$306.0K0.07%––
First Mercantile Trust Co2,545$312.0K0.04%––
Polar Asset Management Partners Inc.2,566$314.0K0.00%––
Baird Financial Group, Inc.2,557$314.0K0.00%––
Corient Capital Partners, LLC2,560$314.0K0.03%––
Vestcor Inc2,586$317.0K0.01%––
Vontobel Holding Ltd.2,614$320.0K0.00%––
Toroso Investments, LLC2,629$322.0K0.02%––
American Portfolios Advisors2,628$322.1K0.01%––
Martin Capital Partners, LLC2,647$324.0K0.17%––
Banco Bilbao Vizcaya Argentaria, S.A.2,724$334.0K0.01%––
Great Valley Advisor Group, Inc.2,729$334.0K0.03%––
Baker Tilly Wealth Management, LLC2,724$334.0K0.07%––
LS Investment Advisors, LLC2,731$335.0K0.02%––
Redpoint Investment Management Pty Ltd2,772$340.0K0.03%––
Hollencrest Capital Management2,779$341.0K0.03%––
Convergence Investment Partners, LLC2,793$342.0K0.16%––
Cambridge Investment Research Advisors, Inc.2,829$347.0K0.00%––
Doyle Wealth Management2,848$349.0K0.03%––
Kestra Private Wealth Services, LLC2,860$351.0K0.02%––
YorkBridge Wealth Partners, LLC2,897$355.0K0.11%––
Novare Capital Management LLC2,920$358.0K0.04%––
Visionary Wealth Advisors2,930$359.0K0.04%––
Global Financial Private Client, LLC2,855$361.2K0.26%––
Northwestern Mutual Wealth Management Co3,015$370.0K0.00%––
HBK Sorce Advisory LLC3,037$372.0K0.02%––
LMR Partners LLP3,062$375.0K0.01%––
Pitcairn Co3,085$378.0K0.03%––
44 Wealth Management LLC3,121$383.0K0.16%––
Wolverine Trading, LLC3,133$385.0K0.01%––
Harbor Investment Advisory, LLC3,158$387.0K0.06%––
Skylands Capital, LLC3,225$395.0K0.05%––
Swedbank AB3,270$400.8K0.00%––
Essex Financial Services, Inc.3,301$405.0K0.07%––
Dock Street Asset Management Inc3,320$407.0K0.08%––
Integrated Investment Consultants, LLC3,355$411.0K0.14%––
Kentucky Retirement Systems Insurance Trust Fund3,406$417.0K0.04%––
Veritable, L.P.3,480$427.0K0.01%––
Silvercrest Asset Management Group LLC3,507$430.0K0.00%––
Consolidated Planning Corp3,516$430.0K0.27%––
IFG Advisory, LLC3,521$431.0K0.05%––
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH3,542$434.0K0.04%––
Fairpointe Capital LLC3,557$436.0K0.66%––
World Asset Management Inc3,348$438.0K0.04%––
Williams Jones Wealth Management, LLC.3,625$444.0K0.01%––
Weld Capital Management LLC3,709$455.0K0.19%––