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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
California Public Employees Retirement System284,170$34.8M0.03%––
Macquarie Group Ltd349,166$42.8M0.06%––
Bank of Montreal347,609$43.8M0.03%––
Royal Bank of Canada357,947$43.9M0.01%––
Deutsche Bank AG367,799$45.1M0.02%––
Vaughan Nelson Investment Management, L.P.398,114$48.8M0.52%––
Palisade Capital Management LLC400,204$49.0M1.15%––
Sumitomo Mitsui Trust Holdings, Inc.404,299$49.6M0.03%––
Parametric Portfolio Associates LLC412,126$50.5M0.03%––
New York State Common Retirement Fund412,644$50.6M0.06%––
Schroder Investment Management Group431,638$52.9M0.07%––
Holocene Advisors, LP462,338$56.7M0.36%––
Ceredex Value Advisors LLC461,400$56.7M0.66%––
Eaton Vance Management468,917$57.5M0.09%––
Nuveen Asset Management, LLC486,287$59.6M0.02%––
Wells Fargo & Company486,971$59.7M0.01%––
Southpoint Capital Advisors LP500,000$61.3M0.98%––
Goldman Sachs Group Inc515,619$63.2M0.02%––
Morgan Stanley527,165$64.6M0.01%––
Advent International Corp539,570$66.1M4.00%––
Prudential Financial Inc583,953$71.6M0.11%––
Tredje AP-fonden5,022,704$71.6M1.71%––
UBS Asset Management Americas Inc584,108$71.6M0.03%––
Thrivent Financial for Lutherans604,177$74.0M0.16%––
Citadel Advisors LLC627,941$77.0M0.08%––
Principal Financial Group Inc702,343$86.1M0.06%––
Harfst & Associates, Inc.762,133$93.4M28.14%––
Charles Schwab Investment Management Inc810,014$99.3M0.04%––
Fisher Asset Management, LLC831,265$101.9M0.07%––
Bank of New York Mellon Corp990,870$121.4M0.02%––
Dimensional Fund Advisors LP1,003,253$123.0M0.04%––
Legal & General Group Plc1,049,416$128.6M0.05%––
Congress Asset Management Co1,078,817$132.2M1.19%––
Quest Capital Management Inc1,117,188$136.9M29.33%––
Massachusetts Financial Services Co1,177,649$144.3M0.04%––
Norges Bank1,196,525$146.6M0.03%––
Invesco Ltd.1,360,555$166.8M0.04%––
APG Asset Management N.V.1,610,706$168.0M0.29%––
Northern Trust Corp1,480,446$181.4M0.03%––
Bank of America Corp1,598,984$196.0M0.02%––
Brave Warrior Advisors, LLC2,044,690$250.6M8.18%––
Geode Capital Management, LLC2,088,476$255.4M0.04%––
Earnest Partners LLC2,156,971$264.4M1.58%––
JPMorgan Chase & Co2,434,191$298.3M0.04%––
FMR LLC2,930,623$359.2M0.03%––
Wellington Management Group LLP3,610,851$442.5M0.08%––
Price T Rowe Associates Inc4,396,046$538.8M0.05%––
Primecap Management Co5,469,585$670.4M0.47%––
State Street Corp5,518,631$678.5M0.04%––
BlackRock Inc.12,894,933$1.58B0.05%––
Vanguard Group Inc13,953,687$1.71B0.05%––
Newbridge Financial Services Group, Inc.1––––