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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, Q2 2021

Institutional positions in Raymond James Financial Inc as of Jun 30, 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
565
+18 vs. Q1 2021
Shares held
107.6M
+2.56M (+2.4%) vs. Q1 2021
Total value
$13.2B
+$877.0M (+7.1%) vs. Q1 2021
New holders
62
177 more added
Sold out
44
213 more reduced

5 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 565 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 heldQ2 2021: $13.2B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q1 2021.

Institutions holding RJF in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc14,030,804$1.82B0.05%+77,117+0.6%Added
BlackRock Inc.13,067,526$1.70B0.05%+172,593+1.3%Added
Primecap Management Co6,016,415$781.5M0.53%+546,830+10.0%Added
State Street Corp5,618,045$731.9M0.04%+99,414+1.8%Added
Price T Rowe Associates Inc3,712,117$482.2M0.04%−683,929−15.6%Reduced
Wellington Management Group LLP3,439,612$446.8M0.07%−171,239−4.7%Reduced
FMR LLC2,823,966$366.8M0.03%−106,657−3.6%Reduced
JPMorgan Chase & Co2,273,041$295.3M0.04%−161,150−6.6%Reduced
Geode Capital Management, LLC2,229,822$289.0M0.04%+141,346+6.8%Added
Earnest Partners LLC2,179,575$283.1M1.66%+22,604+1.0%Added
Bank of America Corp1,664,977$216.3M0.02%+65,993+4.1%Added
Brave Warrior Advisors, LLC1,626,779$211.3M7.25%−417,911−20.4%Reduced
Invesco Ltd.1,539,013$199.9M0.05%+178,458+13.1%Added
Northern Trust Corp1,464,009$190.2M0.03%−16,437−1.1%Reduced
APG Asset Management N.V.1,532,464$167.9M0.29%−78,242−4.9%Reduced
Massachusetts Financial Services Co1,202,111$156.2M0.05%+24,462+2.1%Added
Norges Bank1,175,430$152.7M0.03%−21,095−1.8%Reduced
Legal & General Group Plc1,117,581$145.2M0.05%+68,165+6.5%Added
Quest Capital Management Inc1,095,257$142.3M28.34%−21,931−2.0%Reduced
Congress Asset Management Co1,047,294$136.0M1.14%−31,523−2.9%Reduced
Dimensional Fund Advisors LP984,527$127.9M0.04%−18,726−1.9%Reduced
Bank of New York Mellon Corp978,023$127.0M0.02%−12,847−1.3%Reduced
Prudential Financial Inc905,618$117.6M0.16%+321,665+55.1%Added
Charles Schwab Investment Management Inc825,736$107.3M0.04%+15,722+1.9%Added
Fisher Asset Management, LLC788,832$102.5M0.06%−42,433−5.1%Reduced
Tredje AP-fonden6,684,938$101.6M2.13%+1,662,234+33.1%Added
Harfst & Associates, Inc.761,433$98.9M28.66%−700−0.1%Reduced
Ceredex Value Advisors LLC670,350$87.3M0.98%+208,950+45.3%Added
UBS Asset Management Americas Inc625,092$81.2M0.03%+40,984+7.0%Added
Citadel Advisors LLC620,170$80.6M0.08%−7,771−1.2%Reduced
Principal Financial Group Inc615,403$79.9M0.05%−86,940−12.4%Reduced
Thrivent Financial for Lutherans610,276$79.3M0.16%+6,099+1.0%Added
Advent International Corp539,570$70.1M3.36%00.0%Unchanged
Goldman Sachs Group Inc502,178$65.2M0.02%−13,441−2.6%Reduced
Southpoint Capital Advisors LP500,000$65.0M1.13%00.0%Unchanged
Morgan Stanley494,346$64.2M0.01%−32,819−6.2%Reduced
Nuveen Asset Management, LLC472,188$61.3M0.02%−14,099−2.9%Reduced
Bank of Montreal463,391$60.8M0.03%+115,782+33.3%Added
Wells Fargo & Company465,268$60.4M0.01%−21,703−4.5%Reduced
New York State Common Retirement Fund414,674$53.9M0.06%+2,030+0.5%Added
Martingale Asset Management L P394,547$51.3M0.59%+339,320+614.4%Added
Palisade Capital Management LLC390,711$50.8M1.15%−9,493−2.4%Reduced
Deutsche Bank AG390,165$50.7M0.02%+22,366+6.1%Added
Schroder Investment Management Group383,134$49.8M0.06%−48,504−11.2%Reduced
Parametric Portfolio Associates LLC382,936$49.7M0.03%−29,190−7.1%Reduced
Sumitomo Mitsui Trust Holdings, Inc.378,427$49.2M0.03%−25,872−6.4%Reduced
Jacobs Levy Equity Management, Inc373,100$48.5M0.33%+215,618+136.9%Added
Royal Bank of Canada365,046$47.4M0.01%+7,099+2.0%Added
Macquarie Group Ltd340,422$44.2M0.04%−8,744−2.5%Reduced
Eaton Vance Management333,555$43.3M0.06%−135,362−28.9%Reduced
Premier Fund Managers Ltd318,800$41.5M1.41%+318,800New
Schonfeld Strategic Advisors LLC309,321$40.2M0.45%+26,764+9.5%Added
California Public Employees Retirement System283,224$36.8M0.03%−946−0.3%Reduced
Gillson Capital LP275,564$35.8M3.35%+44,717+19.4%Added
Barclays PLC269,883$35.1M0.03%+20,628+8.3%Added
Vaughan Nelson Investment Management, L.P.261,196$33.9M0.34%−136,918−34.4%Reduced
Allianz Asset Management GmbH247,217$32.1M0.03%+159,999+183.4%Added
Russell Investments Group, Ltd.218,529$28.4M0.05%+53,915+32.8%Added
National Pension Service217,670$28.3M0.05%+1,118+0.5%Added
California State Teachers Retirement System214,851$27.9M0.04%−4,936−2.2%Reduced
Geneva Capital Management LLC210,066$27.3M0.44%−9,762−4.4%Reduced
Nicholas Company, Inc.209,755$27.2M0.48%−36,000−14.6%Reduced
UBS Group AG208,096$27.0M0.01%−13,419−6.1%Reduced
HSBC Holdings PLC206,605$26.8M0.03%+40,324+24.3%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.204,049$26.5M0.09%+170,598+510.0%Added
Davis Capital Partners, LLC200,000$26.0M1.39%00.0%Unchanged
Iat Reinsurance Co Ltd.198,750$25.8M3.48%00.0%Unchanged
BNP Paribas Arbitrage, SA196,728$25.6M0.05%+29,680+17.8%Added
Pinnacle Associates Ltd193,306$25.1M0.45%+2,523+1.3%Added
Rhumbline Advisers189,974$24.7M0.03%−7,988−4.0%Reduced
Envestnet Asset Management Inc189,493$24.6M0.01%+6,371+3.5%Added
Deroy & Devereaux Private Investment Counsel Inc189,431$24.6M1.85%−1,052−0.6%Reduced
Raymond James & Associates188,854$24.5M0.02%−40,449−17.6%Reduced
Alliancebernstein L.P.187,052$24.3M0.01%−27,528−12.8%Reduced
Robeco Institutional Asset Management B.V.183,394$23.8M0.05%+24,065+15.1%Added
Teacher Retirement System of Texas180,535$23.5M0.13%−74,947−29.3%Reduced
State Board of Administration of Florida Retirement System179,623$23.3M0.04%−3,014−1.7%Reduced
Bank of Nova Scotia175,053$22.7M0.04%+151,687+649.2%Added
Marshall Wace Asia Ltd172,862$22.5M0.47%+91,463+112.4%Added
Credit Suisse AG170,054$22.2M0.02%−2,611−1.5%Reduced
Raymond James Financial Services Advisors, Inc.164,073$21.3M0.04%−10,612−6.1%Reduced
CIBC Private Wealth Group, LLC159,102$20.7M0.05%+25,970+19.5%Added
New York State Teachers Retirement System157,972$20.5M0.04%−3,750−2.3%Reduced
Loomis Sayles & Co L P154,012$20.0M0.02%−4,477−2.8%Reduced
Putnam Investments LLC151,035$19.6M0.03%+17,444+13.1%Added
Glenmede Trust Co NA144,593$18.8M0.10%+15,970+12.4%Added
TD Asset Management Inc140,552$18.2M0.02%+12,707+9.9%Added
Westpac Banking Corp139,086$18.1M0.18%+9,505+7.3%Added
First Trust Advisors LP136,643$17.8M0.02%+15,056+12.4%Added
Citigroup Inc135,946$17.7M0.02%−15,768−10.4%Reduced
Natixis Advisors, L.P.134,219$17.4M0.08%−9,003−6.3%Reduced
Pinebridge Investments, L.P.129,536$16.8M0.19%−3,811−2.9%Reduced
Adage Capital Partners GP, L.L.C.126,700$16.5M0.03%−3,200−2.5%Reduced
Ameriprise Financial Inc122,067$15.9M0.00%−53,103−30.3%Reduced
Manufacturers Life Insurance Company, The118,592$15.4M0.01%−2,866−2.4%Reduced
Mercer Global Advisors Inc118,442$15.4M0.12%+1,661+1.4%Added
Cookson Peirce & Co Inc118,435$15.4M0.96%+25,791+27.8%Added
Brandywine Global Investment Management, LLC116,103$15.1M0.11%−4,426−3.7%Reduced
D. E. Shaw & Co., Inc.114,561$14.9M0.02%−65,925−36.5%Reduced
Prana Capital Management, LP113,416$14.7M1.00%+24,163+27.1%Added