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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
Amalgamated Bank6,692$820.0K0.03%––
Daiwa Securities Group Inc.6,603$809.0K0.01%––
Carroll Financial Associates, Inc.6,503$797.0K0.05%––
The PNC Financial Services Group, Inc.6,451$791.0K0.00%––
Horizon Investments, LLC6,397$784.0K0.03%––
Gofen & Glossberg LLC6,145$753.0K0.02%––
SummerHaven Investment Management, LLC6,109$749.0K0.46%––
RMB Capital Management, LLC6,067$744.0K0.03%––
Trust Co of Toledo NA6,035$740.0K0.13%––
Railway Pension Investments Ltd6,000$735.0K0.01%––
Community Capital Management, Inc.6,000$735.0K0.81%––
Systematic Financial Management LP5,925$726.0K0.03%––
Gryphon Financial Partners LLC5,923$726.0K0.17%––
Integrated Advisors Network LLC5,887$722.0K0.07%––
FDx Advisors, Inc.5,883$721.0K0.03%––
Park Avenue Securities LLC5,827$714.0K0.02%––
Mackenzie Financial Corp5,766$707.0K0.00%––
Qtron Investments LLC5,609$687.0K0.19%––
BP PLC5,598$686.0K0.02%––
Saturna Capital CORP5,568$682.0K0.02%––
Northwestern Mutual Investment Management Company, LLC5,555$681.0K0.01%––
Signature Wealth Management Group5,469$670.0K0.39%––
We Are One Seven, LLC5,411$663.0K0.11%––
Tranquility Partners, LLC5,391$661.0K0.41%––
Keybank National Association5,318$652.0K0.00%––
Hillsdale Investment Management Inc.5,290$648.0K0.05%––
Commerce Bank5,262$645.0K0.00%––
Achmea Investment Management B.V.5,237$642.0K0.02%––
Xponance, Inc.5,231$641.0K0.01%––
Wealthspire Advisors, LLC4,923$603.0K0.01%––
Point72 Hong Kong Ltd4,901$601.0K0.05%––
TD Private Client Wealth LLC4,889$599.2K0.03%––
Covenant Partners, LLC4,748$582.0K0.23%––
Kestra Advisory Services, LLC4,697$576.0K0.01%––
AXA S.A.4,607$564.0K0.00%––
Texas Yale Capital Corp.4,500$552.0K0.03%––
Cigna Investments Inc4,406$540.0K0.04%––
Zions Bancorporation, N.A.4,307$528.0K0.06%––
Yorktown Management & Research Co Inc4,300$527.0K0.44%––
Signaturefd, LLC4,184$513.0K0.02%––
IBM Retirement Fund4,172$511.0K0.04%––
Intrust Bank NA4,158$510.0K0.07%––
Connable Office Inc4,060$498.0K0.07%––
Wealthfront Advisers LLC4,043$496.0K0.00%––
Gyon Technologies Capital Management, LP4,050$496.0K0.22%––
IFP Advisors, Inc4,031$494.0K0.01%––
GW Henssler & Associates Ltd3,855$472.0K0.03%––
Norinchukin Bank, The3,771$462.0K0.01%––
Vestmark Advisory Solutions, Inc.3,739$458.0K0.04%––
NewEdge Wealth, LLC3,739$458.0K0.05%––
Krane Funds Advisors LLC3,723$456.0K0.02%––
Weld Capital Management LLC3,709$455.0K0.19%––
Williams Jones Wealth Management, LLC.3,625$444.0K0.01%––
World Asset Management Inc3,348$438.0K0.04%––
Fairpointe Capital LLC3,557$436.0K0.66%––
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH3,542$434.0K0.04%––
IFG Advisory, LLC3,521$431.0K0.05%––
Silvercrest Asset Management Group LLC3,507$430.0K0.00%––
Consolidated Planning Corp3,516$430.0K0.27%––
Veritable, L.P.3,480$427.0K0.01%––
Kentucky Retirement Systems Insurance Trust Fund3,406$417.0K0.04%––
Integrated Investment Consultants, LLC3,355$411.0K0.14%––
Dock Street Asset Management Inc3,320$407.0K0.08%––
Essex Financial Services, Inc.3,301$405.0K0.07%––
Swedbank AB3,270$400.8K0.00%––
Skylands Capital, LLC3,225$395.0K0.05%––
Harbor Investment Advisory, LLC3,158$387.0K0.06%––
Wolverine Trading, LLC3,133$385.0K0.01%––
44 Wealth Management LLC3,121$383.0K0.16%––
Pitcairn Co3,085$378.0K0.03%––
LMR Partners LLP3,062$375.0K0.01%––
HBK Sorce Advisory LLC3,037$372.0K0.02%––
Northwestern Mutual Wealth Management Co3,015$370.0K0.00%––
Global Financial Private Client, LLC2,855$361.2K0.26%––
Visionary Wealth Advisors2,930$359.0K0.04%––
Novare Capital Management LLC2,920$358.0K0.04%––
YorkBridge Wealth Partners, LLC2,897$355.0K0.11%––
Kestra Private Wealth Services, LLC2,860$351.0K0.02%––
Doyle Wealth Management2,848$349.0K0.03%––
Cambridge Investment Research Advisors, Inc.2,829$347.0K0.00%––
Convergence Investment Partners, LLC2,793$342.0K0.16%––
Hollencrest Capital Management2,779$341.0K0.03%––
Redpoint Investment Management Pty Ltd2,772$340.0K0.03%––
LS Investment Advisors, LLC2,731$335.0K0.02%––
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%––
Martin Capital Partners, LLC2,647$324.0K0.17%––
American Portfolios Advisors2,628$322.1K0.01%––
Toroso Investments, LLC2,629$322.0K0.02%––
Vontobel Holding Ltd.2,614$320.0K0.00%––
Vestcor Inc2,586$317.0K0.01%––
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%––
First Mercantile Trust Co2,545$312.0K0.04%––
Arthur M. Cohen & Associates, LLC2,500$306.0K0.07%––
Moseley Investment Management Inc2,476$303.0K0.17%––
Canandaigua National Corp2,462$302.0K0.05%––
Walleye Capital LLC2,450$300.0K0.02%––