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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 904 | $23.1B |
| Q1 2026 | 925 | $22.0B |
| Q4 2025 | 936 | $24.6B |
| Q3 2025 | 894 | $26.0B |
| Q2 2025 | 857 | $23.8B |
| Q1 2025 | 858 | $21.8B |
| Q4 2024 | 840 | $23.9B |
| Q3 2024 | 768 | $19.1B |
| Q2 2024 | 751 | $18.9B |
| Q1 2024 | 729 | $19.9B |
| Q4 2023 | 720 | $17.4B |
| Q3 2023 | 658 | $15.7B |
| Q2 2023 | 644 | $16.5B |
| Q1 2023 | 664 | $14.8B |
| Q4 2022 | 701 | $17.5B |
| Q3 2022 | 666 | $16.1B |
| Q2 2022 | 657 | $14.3B |
| Q1 2022 | 664 | $17.3B |
| Q4 2021 | 638 | $15.5B |
| Q3 2021 | 583 | $14.0B |
| Q2 2021 | 565 | $13.2B |
| Q1 2021 | 552 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $129 | 0.00% | – | New |
| C M Bidwell & Associates Ltd | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 8 | $1.04K | 0.00% | −117−93.6% | Reduced |
| Brown Brothers Harriman & Co | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 20 | $2.60K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 21 | $3.00K | 0.00% | +6+40.0% | Added |
| Fieldpoint Private Securities, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 30 | $4.00K | 0.00% | −4−11.8% | Reduced |
| Sandy Spring Bank | 34 | $4.00K | 0.00% | +34 | New |
| MV Capital Management, Inc. | 27 | $4.00K | 0.00% | +27 | New |
| Massmutual Trust Co FSB | 39 | $5.00K | 0.00% | +31+387.5% | Added |
| First Manhattan Co | 41 | $5.00K | 0.00% | +41 | New |
| HM Payson & Co | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 55 | $7.00K | 0.00% | −1−1.8% | Reduced |
| Carolinas Wealth Consulting LLC | 50 | $7.00K | 0.00% | −6−10.7% | Reduced |
| Hexagon Capital Partners LLC | 57 | $7.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 80 | $10.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 74 | $10.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 86 | $11.0K | 0.00% | −36−29.5% | Reduced |
| Assetmark, Inc | 82 | $11.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 87 | $11.0K | 0.00% | +87 | New |
| Hillsdale Investment Management Inc. | 90 | $12.0K | 0.00% | −5,200−98.3% | Reduced |
| Financial Management Professionals, Inc. | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 100 | $13.0K | 0.00% | +100 | New |
| Point72 Hong Kong Ltd | 109 | $14.0K | 0.00% | −4,792−97.8% | Reduced |
| Valley National Advisers Inc | 115 | $15.0K | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 119 | $15.0K | 0.02% | +119 | New |
| Whittier Trust Co | 127 | $16.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 141 | $18.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 150 | $19.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 148 | $19.0K | 0.01% | +8+5.7% | Added |
| Castleview Partners, LLC | 143 | $19.0K | 0.01% | +143 | New |
| Meeder Asset Management Inc | 156 | $20.0K | 0.00% | +108+225.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 171 | $22.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 166 | $22.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 180 | $23.4K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 185 | $24.0K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 196 | $25.0K | 0.00% | −14,865−98.7% | Reduced |
| Quadrant Capital Group LLC | 191 | $25.0K | 0.00% | −33−14.7% | Reduced |
| Salem Investment Counselors Inc | 200 | $26.0K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 200 | $26.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 211 | $27.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 216 | $28.0K | 0.00% | −8−3.6% | Reduced |
| Hall Laurie J Trustee | 230 | $30.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 240 | $31.0K | 0.01% | +1+0.4% | Added |
| Harvest Fund Management Co., Ltd | 250 | $32.0K | 0.00% | +250 | New |
| Trust Co | 253 | $33.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 249 | $33.0K | 0.01% | −1−0.4% | Reduced |
| CX Institutional | 257 | $33.0K | 0.00% | +56+27.9% | Added |
| Smith Asset Management Group LP | 270 | $35.0K | 0.00% | −53−16.4% | Reduced |
| FinTrust Capital Advisors, LLC | 277 | $36.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $39.0K | 0.00% | +114+61.3% | Added |
| Resources Management Corp | 315 | $41.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 346 | $46.0K | 0.04% | +346 | New |
| SOA Wealth Advisors, LLC. | 367 | $47.0K | 0.01% | +241+191.3% | Added |
| Berman Capital Advisors, LLC | 383 | $49.0K | 0.01% | +41+12.0% | Added |
| Penserra Capital Management LLC | 404 | $52.0K | 0.00% | +97+31.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 416 | $54.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 440 | $57.0K | 0.01% | +43+10.8% | Added |
| Delta Asset Management LLC | 450 | $58.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 477 | $62.0K | 0.04% | +477 | New |
| Advisors Asset Management, Inc. | 494 | $64.0K | 0.00% | −268−35.2% | Reduced |
| Geneos Wealth Management Inc. | 495 | $65.0K | 0.00% | −500−50.3% | Reduced |
| Phoenix Wealth Advisors | 500 | $65.0K | 0.05% | 00.0% | Unchanged |
| Bessemer Group Inc | 502 | $65.0K | 0.00% | +18+3.7% | Added |
| Denali Advisors LLC | 500 | $65.0K | 0.02% | +100+25.0% | Added |
| Exane Derivatives | 488 | $65.1K | 0.02% | +488 | New |
| Pacitti Group Inc. | 559 | $72.0K | 0.04% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 592 | $77.0K | 0.00% | −20−3.3% | Reduced |
| First Horizon Advisors, Inc. | 627 | $80.0K | 0.00% | +16+2.6% | Added |
| Cullen/Frost Bankers, Inc. | 620 | $81.0K | 0.00% | +515+490.5% | Added |
| First Horizon Corp | 632 | $82.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 652 | $84.0K | 0.01% | +79+13.8% | Added |
| Deseret Mutual Benefit Administrators | 651 | $85.0K | 0.02% | +651 | New |
| Coastal Capital Group, Inc. | 744 | $97.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 749 | $97.2K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 801 | $104.0K | 0.00% | −16−2.0% | Reduced |
| Parisi Gray Wealth Management | 822 | $107.0K | 0.04% | +822 | New |
| Canada Pension Plan Investment Board | 887 | $115.0K | 0.00% | +887 | New |
| Smithfield Trust Co | 905 | $118.0K | 0.01% | +98+12.1% | Added |