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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
J. W. Coons Advisors, LLC2,383$292.0K0.10%––
Legacy Wealth Asset Management, LLC2,347$288.0K0.13%––
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%––
Boston Private Wealth LLC2,182$267.0K0.00%––
Clarus Group, Inc.2,064$263.0K0.22%––
Evercore Wealth Management, LLC2,119$260.0K0.01%––
Capital CS Group, LLC2,073$254.0K0.25%––
Two Sigma Securities, LLC2,037$250.0K0.06%––
Nicholas Hoffman & Company, LLC.2,022$248.0K0.05%––
Flagship Harbor Advisors, LLC2,007$246.0K0.03%––
Candriam Luxembourg S.C.A.2,666$245.0K0.00%––
PSI Advisors, LLC2,000$245.0K0.14%––
Seeyond1,999$244.0K0.02%––
DuPont Capital Management Corp1,957$240.0K0.01%––
IndexIQ Advisors LLC1,957$240.0K0.01%––
NEXT Financial Group, Inc1,952$240.0K0.02%––
Greenleaf Trust1,950$239.0K0.00%––
Avantax Advisory Services, Inc.1,923$236.0K0.01%––
Blue Chip Partners, Inc.1,915$235.0K0.04%––
Checchi Capital Advisers, LLC1,905$233.0K0.03%––
Quantinno Capital Management LP1,899$233.0K0.25%––
Profund Advisors LLC1,873$230.0K0.01%––
Avestar Capital, LLC1,741$228.0K0.05%––
Centiva Capital, LP1,853$227.0K0.03%––
Pillar Pacific Capital Management LLC1,840$226.0K0.02%––
Sutton Wealth Advisors Inc.1,843$225.9K0.09%––
Symmetry Partners, LLC1,826$224.0K0.02%––
Steward Partners Investment Advisory, LLC1,817$222.7K0.00%––
Calton & Associates, Inc.1,810$222.0K0.04%––
Advisor Partners LLC1,800$221.0K0.02%––
MTM Investment Management, LLC1,800$221.0K0.12%––
Modera Wealth Management, LLC1,778$218.0K0.01%––
Comerica Securities,inc.1,744$214.0K0.02%––
Guinness Asset Management LTD1,747$214.0K0.01%––
Principle Wealth Partners LLC1,750$214.0K0.03%––
Ameritas Investment Partners, Inc.1,737$213.0K0.01%––
Cetera Advisor Networks LLC1,726$212.0K0.00%––
YHB Investment Advisors, Inc.1,619$210.0K0.02%––
Cetera Investment Advisers1,712$210.0K0.00%––
Proequities, Inc.1,698$209.0K0.01%––
Fox Run Management, L.L.C.1,700$208.0K0.38%––
Echo Street Capital Management LLC1,685$207.0K0.00%––
Banque Cantonale Vaudoise1,600$196.0K0.01%––
Endurance Wealth Management, Inc.1,500$184.0K0.02%––
PGGM Investments1,487$182.0K0.00%––
FORA Capital, LLC1,337$164.0K0.05%––
Sentry Investment Management LLC1,253$154.0K0.04%––
Central Trust Co1,191$146.0K0.01%––
Livforsakringsbolaget Skandia, Omsesidigt1,155$142.0K0.01%––
Geneos Wealth Management Inc.995$130.0K0.00%––
Deane Retirement Strategies, Inc.1,005$127.0K0.07%––
First Bank & Trust1,033$126.0K0.06%––
Spire Wealth Management936$126.0K0.00%––
Allred Capital Management, LLC1,008$123.5K0.06%––
Standard Family Office LLC991$121.0K0.03%––
Creative Financial Designs Inc926$113.0K0.02%––
Federated Hermes, Inc.817$100.0K0.00%––
Smithfield Trust Co807$99.0K0.01%––
Advisors Asset Management, Inc.762$93.4K0.00%––
Federation des caisses Desjardins du Quebec749$91.9K0.00%––
Coastal Capital Group, Inc.744$91.0K0.02%––
First Horizon Corp632$77.0K0.01%––
First Horizon Advisors, Inc.611$74.0K0.00%––
FourThought Financial, LLC573$70.0K0.01%––
Pacitti Group Inc.559$68.0K0.04%––
Phoenix Wealth Advisors500$63.0K0.05%––
Bessemer Group Inc484$60.0K0.00%––
TD Ameritrade Investment Management, LLC612$59.0K0.00%––
CSat Investment Advisory, L.P.471$58.0K0.05%––
Delta Asset Management LLC450$55.0K0.01%––
Ameritas Investment Company, LLC441$54.1K0.00%––
Moisand Fitzgerald Tamayo, LLC416$51.0K0.02%––
Denali Advisors LLC400$49.0K0.02%––
Private Capital Group, LLC397$49.0K0.01%––
Berman Capital Advisors, LLC342$42.0K0.01%––
Smith Asset Management Group LP323$40.0K0.00%––
Resources Management Corp315$39.0K0.01%––
Penserra Capital Management LLC307$37.0K0.00%––
FinTrust Capital Advisors, LLC277$34.0K0.01%––
Trust Co253$31.0K0.02%––
Front Row Advisors LLC250$31.0K0.02%––
Laurel Wealth Advisors LLC239$29.0K0.01%––
Hall Laurie J Trustee230$28.0K0.01%––
Harbour Investments, Inc.224$27.0K0.00%––
Quadrant Capital Group LLC224$27.0K0.00%––
Benjamin F. Edwards & Company, Inc.211$26.0K0.00%––
Salem Investment Counselors Inc200$25.0K0.00%––
Bray Capital Advisors200$25.0K0.01%––
CX Institutional201$25.0K0.00%––
Stephenson National Bank & Trust185$23.0K0.02%––
Parallel Advisors, LLC186$23.0K0.00%––
Caldwell Trust Co180$22.1K0.00%––
Jackson, Grant Investment Advisers, Inc.171$21.0K0.01%––
Farmers & Merchants Investments Inc166$20.0K0.00%––
Country Trust Bank150$18.0K0.00%––
Parkside Financial Bank & Trust140$17.0K0.01%––
Gemmer Asset Management LLC141$17.0K0.00%––
Whittier Trust Co127$16.0K0.00%––