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 |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 9,549 | $1.24M | 0.08% | −15−0.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,600 | $1.25M | 0.01% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 9,629 | $1.25M | 0.44% | +9,629 | New |
| M&T Bank Corp | 9,698 | $1.26M | 0.01% | −1,010−9.4% | Reduced |
| 9258 Wealth Management, LLC | 10,009 | $1.30M | 0.35% | −4,500−31.0% | Reduced |
| ING Groep NV | 10,045 | $1.30M | 0.02% | +1,930+23.8% | Added |
| American Century Companies Inc | 10,154 | $1.32M | 0.00% | −4,833−32.2% | Reduced |
| Securian Asset Management, Inc | 10,244 | $1.33M | 0.03% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 10,300 | $1.34M | 0.50% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 10,344 | $1.34M | 0.38% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 10,350 | $1.34M | 0.01% | +222+2.2% | Added |
| Mackenzie Financial Corp | 10,623 | $1.38M | 0.00% | +4,857+84.2% | Added |
| Aviance Capital Partners, LLC | 10,791 | $1.40M | 0.25% | −194−1.8% | Reduced |
| CIBC Asset Management Inc | 11,114 | $1.44M | 0.01% | +80+0.7% | Added |
| Inherent Group, LP | 11,300 | $1.47M | 0.37% | −48,700−81.2% | Reduced |
| Simplex Trading, LLC | 11,374 | $1.48M | 0.05% | +11,374 | New |
| MML Investors Services, LLC | 11,459 | $1.49M | 0.01% | +592+5.4% | Added |
| Commonwealth Equity Services, LLC | 11,669 | $1.51M | 0.00% | +37+0.3% | Added |
| Ossiam | 11,749 | $1.52M | 0.04% | −17,922−60.4% | Reduced |
| Algert Global LLC | 11,714 | $1.52M | 0.51% | −2,351−16.7% | Reduced |
| White Pine Capital LLC | 11,960 | $1.55M | 0.46% | +85+0.7% | Added |
| Janney Montgomery Scott LLC | 12,095 | $1.57M | 0.01% | +2,528+26.4% | Added |
| Duality Advisers, LP | 12,237 | $1.59M | 0.14% | +12,237 | New |
| HighTower Advisors, LLC | 12,691 | $1.65M | 0.00% | −244−1.9% | Reduced |
| Worth Venture Partners, LLC | 12,718 | $1.65M | 0.62% | +3,030+31.3% | Added |
| Nissay Asset Management Corp | 12,731 | $1.65M | 0.01% | +639+5.3% | Added |
| Hartford Investment Management Co | 12,827 | $1.67M | 0.04% | −455−3.4% | Reduced |
| Shell Asset Management Co | 12,837 | $1.67M | 0.03% | −670−5.0% | Reduced |
| Panagora Asset Management Inc | 12,860 | $1.67M | 0.01% | +39+0.3% | Added |
| OPSEU Pension Plan Trust Fund | 12,791 | $1.68M | 0.43% | −540−4.1% | Reduced |
| DnB Asset Management AS | 13,005 | $1.69M | 0.01% | −2,566−16.5% | Reduced |
| Crossmark Global Holdings, Inc. | 13,202 | $1.72M | 0.04% | −2,710−17.0% | Reduced |
| Truist Financial Corp | 14,037 | $1.82M | 0.00% | +2,348+20.1% | Added |
| Capital Bank & Trust Co | 14,175 | $1.84M | 0.02% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 14,403 | $1.87M | 1.18% | −202−1.4% | Reduced |
| Dean Investment Associates, LLC | 14,459 | $1.88M | 0.35% | −139−1.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 15,027 | $1.95M | 0.24% | +7,025+87.8% | Added |
| Metropolitan Life Insurance Co | 15,191 | $1.97M | 0.03% | +51+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,323 | $1.99M | 0.02% | −60.0% | Reduced |
| Employees Retirement System of Texas | 15,358 | $2.00M | 0.02% | 00.0% | Unchanged |
| BBVA USA | 15,961 | $2.07M | 0.12% | +15,961 | New |
| SPC Financial, Inc. | 16,000 | $2.08M | 0.25% | −900−5.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 16,000 | $2.08M | 0.22% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 16,000 | $2.08M | 0.02% | +16,000 | New |
| IFM Investors Pty Ltd | 16,036 | $2.08M | 0.04% | +3,207+25.0% | Added |
| KBC Group NV | 16,071 | $2.09M | 0.01% | +4,872+43.5% | Added |
| Fifth Third Bancorp | 16,249 | $2.11M | 0.01% | +350+2.2% | Added |
| Center for Financial Planning, Inc. | 16,504 | $2.14M | 0.53% | −550−3.2% | Reduced |
| Stephens Inc | 16,650 | $2.16M | 0.03% | +16,650 | New |
| TownSquare Capital, LLC | 16,712 | $2.18M | 0.07% | +4,767+39.9% | Added |
| Hotaling Investment Management, LLC | 17,014 | $2.21M | 0.90% | +67+0.4% | Added |
| Public Employees Retirement Association of Colorado | 17,317 | $2.25M | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 17,567 | $2.27M | 0.01% | −669−3.7% | Reduced |
| Brinker Capital Investments, LLC | 17,854 | $2.32M | 0.03% | +3,085+20.9% | Added |
| Sanford Advisory Services, LLC | 18,063 | $2.35M | 0.60% | +150+0.8% | Added |
| Public Sector Pension Investment Board | 19,177 | $2.49M | 0.02% | +6,870+55.8% | Added |
| Advisor Group Holdings, Inc. | 19,878 | $2.58M | 0.01% | +322+1.6% | Added |
| Mackay Shields LLC | 19,942 | $2.59M | 0.02% | −94,273−82.5% | Reduced |
| Maltese Capital Management LLC | 20,000 | $2.60M | 0.41% | +20,000 | New |
| Mutual of America Capital Management LLC | 20,227 | $2.63M | 0.03% | +890+4.6% | Added |
| Texas Permanent School Fund | 20,318 | $2.64M | 0.03% | −148−0.7% | Reduced |
| Railway Pension Investments Ltd | 20,400 | $2.65M | 0.02% | +14,400+240.0% | Added |
| Cardinal Capital Management | 20,790 | $2.70M | 0.57% | −130−0.6% | Reduced |
| Heartland Advisors Inc | 21,408 | $2.78M | 0.16% | −34,329−61.6% | Reduced |
| British Columbia Investment Management Corp | 22,902 | $2.98M | 0.02% | +2,653+13.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 23,039 | $2.99M | 0.02% | +1,671+7.8% | Added |
| Regions Financial Corp | 23,193 | $3.01M | 0.03% | +1,050+4.7% | Added |
| NN Investment Partners Holdings N.V. | 23,238 | $3.02M | 0.02% | +2,609+12.6% | Added |
| Utah Retirement Systems | 23,531 | $3.06M | 0.04% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 23,580 | $3.06M | 0.04% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 22,500 | $3.12M | 1.88% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 24,169 | $3.14M | 0.01% | +5,116+26.9% | Added |
| Comerica Bank | 23,635 | $3.15M | 0.02% | −693−2.8% | Reduced |
| Creative Planning | 24,332 | $3.16M | 0.01% | +1,023+4.4% | Added |
| LPL Financial LLC | 24,887 | $3.23M | 0.00% | +3,921+18.7% | Added |
| Bragg Financial Advisors, Inc | 25,564 | $3.32M | 0.21% | +1,109+4.5% | Added |
| Pendal Group Limited | 26,073 | $3.39M | 0.03% | +26,073 | New |
| Usca Ria LLC | 26,724 | $3.47M | 0.21% | +198+0.7% | Added |
| Westfield Capital Management Co LP | 26,730 | $3.47M | 0.02% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 26,978 | $3.50M | 0.02% | +24,312+911.9% | Added |
| Guggenheim Capital LLC | 26,995 | $3.51M | 0.02% | +14,527+116.5% | Added |
| Nomura Asset Management Co Ltd | 28,020 | $3.64M | 0.02% | −267−0.9% | Reduced |
| Cahaba Wealth Management, Inc. | 28,429 | $3.68M | 0.57% | −83−0.3% | Reduced |
| MetLife Investment Management | 28,355 | $3.68M | 0.03% | −851−2.9% | Reduced |
| ProShare Advisors LLC | 28,934 | $3.76M | 0.01% | +3,419+13.4% | Added |
| Siemens Fonds Invest GmbH | 29,490 | $3.83M | 0.46% | −632−2.1% | Reduced |
| SEI Investments Co | 29,506 | $3.84M | 0.01% | +5,765+24.3% | Added |
| Crestline Management, LP | 30,000 | $3.90M | 0.34% | +30,000 | New |
| Tower Bridge Advisors | 30,015 | $3.90M | 0.26% | −485−1.6% | Reduced |
| STRS Ohio | 30,573 | $3.97M | 0.01% | +398+1.3% | Added |
| State of Michigan Retirement System | 30,735 | $3.99M | 0.02% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 31,000 | $4.03M | 0.11% | +31,000 | New |
| CIBC World Markets Corp | 31,154 | $4.05M | 0.03% | −3,979−11.3% | Reduced |
| Handelsbanken Fonder AB | 31,165 | $4.05M | 0.02% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 32,170 | $4.18M | 0.01% | −11,490−26.3% | Reduced |
| Buckhead Capital Management LLC | 33,937 | $4.41M | 0.98% | −18−0.1% | Reduced |
| Arizona State Retirement System | 35,031 | $4.55M | 0.04% | −502−1.4% | Reduced |
| Captrust Financial Advisors | 35,291 | $4.60M | 0.04% | −1,419−3.9% | Reduced |
| State of Tennessee, Treasury Department | 36,222 | $4.71M | 0.02% | −97,881−73.0% | Reduced |
| Susquehanna International Group, LLP | 36,332 | $4.72M | 0.01% | +13,265+57.5% | Added |