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 |
|---|---|---|---|---|---|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 204,049 | $26.5M | 0.09% | +170,598+510.0% | Added |
| HSBC Holdings PLC | 206,605 | $26.8M | 0.03% | +40,324+24.3% | Added |
| UBS Group AG | 208,096 | $27.0M | 0.01% | −13,419−6.1% | Reduced |
| Nicholas Company, Inc. | 209,755 | $27.2M | 0.48% | −36,000−14.6% | Reduced |
| Geneva Capital Management LLC | 210,066 | $27.3M | 0.44% | −9,762−4.4% | Reduced |
| California State Teachers Retirement System | 214,851 | $27.9M | 0.04% | −4,936−2.2% | Reduced |
| National Pension Service | 217,670 | $28.3M | 0.05% | +1,118+0.5% | Added |
| Russell Investments Group, Ltd. | 218,529 | $28.4M | 0.05% | +53,915+32.8% | Added |
| Allianz Asset Management GmbH | 247,217 | $32.1M | 0.03% | +159,999+183.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 261,196 | $33.9M | 0.34% | −136,918−34.4% | Reduced |
| Barclays PLC | 269,883 | $35.1M | 0.03% | +20,628+8.3% | Added |
| Gillson Capital LP | 275,564 | $35.8M | 3.35% | +44,717+19.4% | Added |
| California Public Employees Retirement System | 283,224 | $36.8M | 0.03% | −946−0.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 309,321 | $40.2M | 0.45% | +26,764+9.5% | Added |
| Premier Fund Managers Ltd | 318,800 | $41.5M | 1.41% | +318,800 | New |
| Eaton Vance Management | 333,555 | $43.3M | 0.06% | −135,362−28.9% | Reduced |
| Macquarie Group Ltd | 340,422 | $44.2M | 0.04% | −8,744−2.5% | Reduced |
| Royal Bank of Canada | 365,046 | $47.4M | 0.01% | +7,099+2.0% | Added |
| Jacobs Levy Equity Management, Inc | 373,100 | $48.5M | 0.33% | +215,618+136.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 378,427 | $49.2M | 0.03% | −25,872−6.4% | Reduced |
| Parametric Portfolio Associates LLC | 382,936 | $49.7M | 0.03% | −29,190−7.1% | Reduced |
| Schroder Investment Management Group | 383,134 | $49.8M | 0.06% | −48,504−11.2% | Reduced |
| Deutsche Bank AG | 390,165 | $50.7M | 0.02% | +22,366+6.1% | Added |
| Palisade Capital Management LLC | 390,711 | $50.8M | 1.15% | −9,493−2.4% | Reduced |
| Martingale Asset Management L P | 394,547 | $51.3M | 0.59% | +339,320+614.4% | Added |
| New York State Common Retirement Fund | 414,674 | $53.9M | 0.06% | +2,030+0.5% | Added |
| Wells Fargo & Company | 465,268 | $60.4M | 0.01% | −21,703−4.5% | Reduced |
| Bank of Montreal | 463,391 | $60.8M | 0.03% | +115,782+33.3% | Added |
| Nuveen Asset Management, LLC | 472,188 | $61.3M | 0.02% | −14,099−2.9% | Reduced |
| Morgan Stanley | 494,346 | $64.2M | 0.01% | −32,819−6.2% | Reduced |
| Southpoint Capital Advisors LP | 500,000 | $65.0M | 1.13% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 502,178 | $65.2M | 0.02% | −13,441−2.6% | Reduced |
| Advent International Corp | 539,570 | $70.1M | 3.36% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 610,276 | $79.3M | 0.16% | +6,099+1.0% | Added |
| Principal Financial Group Inc | 615,403 | $79.9M | 0.05% | −86,940−12.4% | Reduced |
| Citadel Advisors LLC | 620,170 | $80.6M | 0.08% | −7,771−1.2% | Reduced |
| UBS Asset Management Americas Inc | 625,092 | $81.2M | 0.03% | +40,984+7.0% | Added |
| Ceredex Value Advisors LLC | 670,350 | $87.3M | 0.98% | +208,950+45.3% | Added |
| Harfst & Associates, Inc. | 761,433 | $98.9M | 28.66% | −700−0.1% | Reduced |
| Tredje AP-fonden | 6,684,938 | $101.6M | 2.13% | +1,662,234+33.1% | Added |
| Fisher Asset Management, LLC | 788,832 | $102.5M | 0.06% | −42,433−5.1% | Reduced |
| Charles Schwab Investment Management Inc | 825,736 | $107.3M | 0.04% | +15,722+1.9% | Added |
| Prudential Financial Inc | 905,618 | $117.6M | 0.16% | +321,665+55.1% | Added |
| Bank of New York Mellon Corp | 978,023 | $127.0M | 0.02% | −12,847−1.3% | Reduced |
| Dimensional Fund Advisors LP | 984,527 | $127.9M | 0.04% | −18,726−1.9% | Reduced |
| Congress Asset Management Co | 1,047,294 | $136.0M | 1.14% | −31,523−2.9% | Reduced |
| Quest Capital Management Inc | 1,095,257 | $142.3M | 28.34% | −21,931−2.0% | Reduced |
| Legal & General Group Plc | 1,117,581 | $145.2M | 0.05% | +68,165+6.5% | Added |
| Norges Bank | 1,175,430 | $152.7M | 0.03% | −21,095−1.8% | Reduced |
| Massachusetts Financial Services Co | 1,202,111 | $156.2M | 0.05% | +24,462+2.1% | Added |
| APG Asset Management N.V. | 1,532,464 | $167.9M | 0.29% | −78,242−4.9% | Reduced |
| Northern Trust Corp | 1,464,009 | $190.2M | 0.03% | −16,437−1.1% | Reduced |
| Invesco Ltd. | 1,539,013 | $199.9M | 0.05% | +178,458+13.1% | Added |
| Brave Warrior Advisors, LLC | 1,626,779 | $211.3M | 7.25% | −417,911−20.4% | Reduced |
| Bank of America Corp | 1,664,977 | $216.3M | 0.02% | +65,993+4.1% | Added |
| Earnest Partners LLC | 2,179,575 | $283.1M | 1.66% | +22,604+1.0% | Added |
| Geode Capital Management, LLC | 2,229,822 | $289.0M | 0.04% | +141,346+6.8% | Added |
| JPMorgan Chase & Co | 2,273,041 | $295.3M | 0.04% | −161,150−6.6% | Reduced |
| FMR LLC | 2,823,966 | $366.8M | 0.03% | −106,657−3.6% | Reduced |
| Wellington Management Group LLP | 3,439,612 | $446.8M | 0.07% | −171,239−4.7% | Reduced |
| Price T Rowe Associates Inc | 3,712,117 | $482.2M | 0.04% | −683,929−15.6% | Reduced |
| State Street Corp | 5,618,045 | $731.9M | 0.04% | +99,414+1.8% | Added |
| Primecap Management Co | 6,016,415 | $781.5M | 0.53% | +546,830+10.0% | Added |
| BlackRock Inc. | 13,067,526 | $1.70B | 0.05% | +172,593+1.3% | Added |
| Vanguard Group Inc | 14,030,804 | $1.82B | 0.05% | +77,117+0.6% | Added |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −462,338−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −63,996−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −50,115−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −33,221−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −24,300−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −19,786−100.0% | Sold out |
| Full18 Capital LLC | 0 | $0 | 0.00% | −22,423−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −13,409−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −11,628−100.0% | Sold out |
| Dalton Greiner Hartman Maher & Co | 0 | $0 | 0.00% | −7,757−100.0% | Sold out |
| Little House Capital LLC | 0 | $0 | 0.00% | −7,339−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −7,256−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −6,879−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,755−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −3,739−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −3,739−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −3,709−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,133−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −2,793−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −2,731−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −2,629−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,450−100.0% | Sold out |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −2,073−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −1,741−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,853−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −1,778−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −1,744−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −1,685−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,337−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −1,008−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −441−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Sun Life Financial INC | 0 | $0 | 0.00% | −72−100.0% | Sold out |