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 |
|---|---|---|---|---|---|
| PNC Managed Account Solutions, Inc. | 934 | $121.0K | 0.02% | +934 | New |
| Standard Family Office LLC | 991 | $129.0K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 994 | $129.0K | 0.02% | +68+7.3% | Added |
| Deane Retirement Strategies, Inc. | 1,005 | $131.0K | 0.07% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,109 | $144.0K | 0.00% | −848−43.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,155 | $150.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,191 | $154.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,253 | $163.0K | 0.04% | 00.0% | Unchanged |
| Financial Insights, Inc. | 1,375 | $178.6K | 0.15% | +1,375 | New |
| First Bank & Trust | 1,407 | $182.0K | 0.09% | +374+36.2% | Added |
| PGGM Investments | 1,487 | $193.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,500 | $194.0K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,541 | $200.0K | 0.01% | +1,541 | New |
| Arrow Investment Advisors, LLC | 1,569 | $204.0K | 0.13% | +1,569 | New |
| Legacy Financial Advisors, Inc. | 1,571 | $204.0K | 0.05% | +1,571 | New |
| Appleton Partners Inc | 1,582 | $206.0K | 0.02% | +1,582 | New |
| Checchi Capital Advisers, LLC | 1,603 | $208.0K | 0.03% | −302−15.9% | Reduced |
| Banque Cantonale Vaudoise | 1,600 | $208.0K | 0.01% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 1,619 | $210.0K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,638 | $213.0K | 0.00% | −24,882−93.8% | Reduced |
| Snowden Capital Advisors LLC | 1,669 | $216.8K | 0.01% | +1,669 | New |
| Spire Wealth Management | 1,691 | $218.0K | 0.01% | +755+80.7% | Added |
| Ameritas Investment Partners, Inc. | 1,737 | $225.0K | 0.01% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,750 | $227.0K | 0.03% | 00.0% | Unchanged |
| Inscription Capital, LLC | 1,750 | $227.0K | 0.03% | +1,750 | New |
| Proequities, Inc. | 1,748 | $228.0K | 0.01% | +50+2.9% | Added |
| Pearl River Capital, LLC | 1,776 | $231.0K | 0.06% | +1,776 | New |
| Profund Advisors LLC | 1,789 | $232.0K | 0.01% | −84−4.5% | Reduced |
| Point72 Asset Management, L.P. | 1,800 | $234.0K | 0.00% | −31,500−94.6% | Reduced |
| MTM Investment Management, LLC | 1,800 | $234.0K | 0.12% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,810 | $235.0K | 0.04% | 00.0% | Unchanged |
| LMR Partners LLP | 1,826 | $237.0K | 0.00% | −1,236−40.4% | Reduced |
| Sutton Wealth Advisors Inc. | 1,843 | $239.4K | 0.09% | 00.0% | Unchanged |
| Advisor Partners LLC | 1,845 | $240.0K | 0.02% | +45+2.5% | Added |
| Avantax Advisory Services, Inc. | 1,869 | $243.0K | 0.00% | −54−2.8% | Reduced |
| Quantinno Capital Management LP | 1,899 | $247.0K | 0.28% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,921 | $250.0K | 0.04% | +6+0.3% | Added |
| Jane Street Group, LLC | 1,923 | $250.0K | 0.00% | +1,923 | New |
| Greenleaf Trust | 1,932 | $251.0K | 0.00% | −18−0.9% | Reduced |
| Vantage Consulting Group Inc | 1,945 | $253.0K | 0.04% | +1,945 | New |
| NEXT Financial Group, Inc | 1,948 | $254.0K | 0.02% | −4−0.2% | Reduced |
| PSI Advisors, LLC | 2,000 | $259.0K | 0.14% | 00.0% | Unchanged |
| Seeyond | 2,008 | $260.0K | 0.02% | +9+0.5% | Added |
| Flagship Harbor Advisors, LLC | 2,007 | $261.0K | 0.03% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 2,022 | $263.0K | 0.05% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 2,039 | $265.0K | 0.01% | +82+4.2% | Added |
| Corient Capital Partners, LLC | 2,087 | $271.0K | 0.02% | −473−18.5% | Reduced |
| Clarus Group, Inc. | 2,052 | $271.0K | 0.20% | −12−0.6% | Reduced |
| Evercore Wealth Management, LLC | 2,103 | $273.0K | 0.00% | −16−0.8% | Reduced |
| Symmetry Partners, LLC | 2,126 | $276.0K | 0.02% | +300+16.4% | Added |
| Rockefeller Capital Management L.P. | 2,160 | $280.0K | 0.00% | −184−7.8% | Reduced |
| Cresset Asset Management, LLC | 2,161 | $281.0K | 0.00% | −172−7.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,197 | $285.0K | 0.01% | −10,437−82.6% | Reduced |
| Two Sigma Securities, LLC | 2,195 | $285.0K | 0.07% | +158+7.8% | Added |
| Legacy Wealth Asset Management, LLC | 2,259 | $293.0K | 0.13% | −88−3.7% | Reduced |
| Boston Private Wealth LLC | 2,254 | $293.0K | 0.00% | +72+3.3% | Added |
| Canandaigua National Corp | 2,264 | $294.0K | 0.05% | −198−8.0% | Reduced |
| Tudor Investment Corp Et Al | 2,287 | $297.0K | 0.01% | +2,287 | New |
| J. W. Coons Advisors, LLC | 2,344 | $304.0K | 0.11% | −39−1.6% | Reduced |
| Moseley Investment Management Inc | 2,384 | $310.0K | 0.15% | −92−3.7% | Reduced |
| Vestcor Inc | 2,396 | $311.0K | 0.01% | −190−7.3% | Reduced |
| First Mercantile Trust Co | 2,389 | $311.0K | 0.04% | −156−6.1% | Reduced |
| Fulton Bank, N.A. | 2,413 | $314.0K | 0.01% | +73+3.1% | Added |
| Pitcairn Co | 2,422 | $315.0K | 0.02% | −663−21.5% | Reduced |
| Trexquant Investment LP | 2,486 | $323.0K | 0.03% | −4,816−66.0% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,500 | $325.0K | 0.07% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,524 | $328.0K | 0.01% | +707+38.9% | Added |
| Cetera Advisor Networks LLC | 2,537 | $330.0K | 0.00% | +811+47.0% | Added |
| Baird Financial Group, Inc. | 2,563 | $333.0K | 0.00% | +6+0.2% | Added |
| Great Valley Advisor Group, Inc. | 2,574 | $334.0K | 0.02% | −155−5.7% | Reduced |
| Paloma Partners Management Co | 2,610 | $339.0K | 0.01% | −27,207−91.2% | Reduced |
| Novare Capital Management LLC | 2,620 | $340.0K | 0.04% | −300−10.3% | Reduced |
| Guinness Asset Management LTD | 2,647 | $344.0K | 0.02% | +900+51.5% | Added |
| GW Henssler & Associates Ltd | 2,720 | $353.0K | 0.02% | −1,135−29.4% | Reduced |
| Martin Capital Partners, LLC | 2,734 | $355.0K | 0.18% | +87+3.3% | Added |
| Cutler Group LP | 2,744 | $356.0K | 0.03% | +2,744 | New |
| Redpoint Investment Management Pty Ltd | 2,772 | $360.0K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,779 | $361.0K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 2,831 | $368.0K | 0.02% | −29−1.0% | Reduced |
| YorkBridge Wealth Partners, LLC | 2,844 | $369.0K | 0.10% | −53−1.8% | Reduced |
| Marino, Stram & Associates LLC | 2,844 | $369.0K | 0.10% | +2,844 | New |
| Doyle Wealth Management | 2,848 | $370.0K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,869 | $373.0K | 0.02% | −168−5.5% | Reduced |
| Global Financial Private Client, LLC | 2,855 | $376.3K | 0.21% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,914 | $378.0K | 0.03% | +2,914 | New |
| Northwestern Mutual Wealth Management Co | 2,933 | $381.0K | 0.00% | −82−2.7% | Reduced |
| Visionary Wealth Advisors | 2,937 | $381.0K | 0.04% | +7+0.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,940 | $382.0K | 0.01% | +216+7.9% | Added |
| Harbor Investment Advisory, LLC | 2,973 | $386.0K | 0.05% | −185−5.9% | Reduced |
| Nomura Holdings Inc | 2,976 | $386.0K | 0.00% | +2,976 | New |
| Skylands Capital, LLC | 3,025 | $393.0K | 0.05% | −200−6.2% | Reduced |
| 44 Wealth Management LLC | 3,111 | $404.0K | 0.16% | −10−0.3% | Reduced |
| Essex Financial Services, Inc. | 3,301 | $405.0K | 0.06% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,154 | $410.0K | 0.02% | +3,154 | New |
| Change Path, LLC | 3,157 | $410.0K | 0.03% | +3,157 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 3,183 | $413.0K | 0.04% | −223−6.5% | Reduced |
| World Asset Management Inc | 3,204 | $416.0K | 0.04% | −144−4.3% | Reduced |
| Swedbank AB | 3,270 | $424.8K | 0.00% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 3,304 | $429.0K | 0.07% | +580+21.3% | Added |
| Dock Street Asset Management Inc | 3,320 | $431.0K | 0.08% | 00.0% | Unchanged |