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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 6,405 | $832.0K | 0.02% | +578+9.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,407 | $832.0K | 0.00% | +3,578+126.5% | Added |
| SummerHaven Investment Management, LLC | 6,264 | $814.0K | 0.46% | +155+2.5% | Added |
| Principal Street Partners, LLC | 6,246 | $811.0K | 0.21% | −6,900−52.5% | Reduced |
| Integrated Advisors Network LLC | 6,220 | $808.0K | 0.06% | +333+5.7% | Added |
| Polar Asset Management Partners Inc. | 6,151 | $799.0K | 0.01% | +3,585+139.7% | Added |
| Gofen & Glossberg LLC | 6,145 | $798.0K | 0.02% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 6,067 | $788.0K | 0.03% | 00.0% | Unchanged |
| First Hawaiian Bank | 6,035 | $784.0K | 0.03% | −681−10.1% | Reduced |
| Gryphon Financial Partners LLC | 5,937 | $771.0K | 0.18% | +14+0.2% | Added |
| Systematic Financial Management LP | 5,925 | $770.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5,835 | $758.0K | 0.13% | −200−3.3% | Reduced |
| Qtron Investments LLC | 5,609 | $729.0K | 0.18% | 00.0% | Unchanged |
| Saturna Capital CORP | 5,568 | $723.0K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 5,553 | $721.0K | 0.01% | −5,707−50.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,554 | $721.0K | 0.01% | −10.0% | Reduced |
| Keybank National Association | 5,507 | $715.0K | 0.00% | +189+3.6% | Added |
| Signature Wealth Management Group | 5,469 | $710.0K | 0.40% | 00.0% | Unchanged |
| We Are One Seven, LLC | 5,321 | $691.0K | 0.10% | −90−1.7% | Reduced |
| Community Capital Management, Inc. | 5,250 | $682.0K | 0.69% | −750−12.5% | Reduced |
| Achmea Investment Management B.V. | 5,237 | $681.0K | 0.02% | 00.0% | Unchanged |
| Franklin Resources Inc | 5,105 | $662.0K | 0.00% | −6,145−54.6% | Reduced |
| TD Private Client Wealth LLC | 4,993 | $648.6K | 0.03% | +104+2.1% | Added |
| Zions Bancorporation, N.A. | 4,933 | $641.0K | 0.06% | +626+14.5% | Added |
| Sound Financial Strategies Group, LLC | 4,869 | $632.0K | 0.31% | +4,869 | New |
| American Portfolios Advisors | 4,754 | $617.5K | 0.02% | +2,126+80.9% | Added |
| Covenant Partners, LLC | 4,748 | $617.0K | 0.23% | 00.0% | Unchanged |
| AXA S.A. | 4,612 | $599.0K | 0.00% | +5+0.1% | Added |
| Kestra Advisory Services, LLC | 4,589 | $596.0K | 0.01% | −108−2.3% | Reduced |
| Cubist Systematic Strategies, LLC | 4,546 | $591.0K | 0.01% | −20,803−82.1% | Reduced |
| Texas Yale Capital Corp. | 4,500 | $585.0K | 0.03% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 4,482 | $582.0K | 0.19% | +432+10.7% | Added |
| Signaturefd, LLC | 4,375 | $568.0K | 0.02% | +191+4.6% | Added |
| Neuberger Berman Group LLC | 5,744 | $563.0K | 0.00% | −1,660−22.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,324 | $562.0K | 0.13% | +4,324 | New |
| Yorktown Management & Research Co Inc | 4,300 | $559.0K | 0.44% | 00.0% | Unchanged |
| Winton Group Ltd | 4,171 | $542.0K | 0.03% | −3,428−45.1% | Reduced |
| Krane Funds Advisors LLC | 4,147 | $539.0K | 0.02% | +424+11.4% | Added |
| BP PLC | 4,116 | $535.0K | 0.02% | −1,482−26.5% | Reduced |
| Horizon Investments, LLC | 4,109 | $534.0K | 0.02% | −2,288−35.8% | Reduced |
| IFP Advisors, Inc | 4,091 | $531.0K | 0.01% | +60+1.5% | Added |
| Systematic Alpha Investments, LLC | 3,800 | $521.0K | 0.02% | +3,800 | New |
| Intrust Bank NA | 4,008 | $520.0K | 0.07% | −150−3.6% | Reduced |
| NorthCoast Asset Management LLC | 4,000 | $520.0K | 0.02% | +4,000 | New |
| Wealthfront Advisers LLC | 3,992 | $519.0K | 0.00% | −51−1.3% | Reduced |
| Cetera Investment Advisers | 3,991 | $518.0K | 0.01% | +2,279+133.1% | Added |
| Gsa Capital Partners LLP | 3,986 | $518.0K | 0.06% | +3,986 | New |
| Maven Securities LTD | 3,969 | $516.0K | 0.05% | +3,969 | New |
| Wedbush Securities Inc | 3,962 | $515.0K | 0.02% | +3,962 | New |
| Cigna Investments Inc | 3,906 | $508.0K | 0.04% | −500−11.3% | Reduced |
| Tranquility Partners, LLC | 3,847 | $500.0K | 0.28% | −1,544−28.6% | Reduced |
| FDx Advisors, Inc. | 3,736 | $485.0K | 0.02% | −2,147−36.5% | Reduced |
| Norinchukin Bank, The | 3,726 | $484.0K | 0.01% | −45−1.2% | Reduced |
| Wealthspire Advisors, LLC | 3,651 | $474.0K | 0.01% | −1,272−25.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,625 | $471.0K | 0.01% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 3,557 | $462.0K | 0.00% | +50+1.4% | Added |
| Veritable, L.P. | 3,498 | $454.0K | 0.01% | +18+0.5% | Added |
| IBM Retirement Fund | 3,484 | $453.0K | 0.04% | −688−16.5% | Reduced |
| JustInvest LLC | 3,483 | $452.0K | 0.05% | +3,483 | New |
| Consolidated Planning Corp | 3,453 | $448.0K | 0.33% | −63−1.8% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,422 | $445.0K | 0.04% | −120−3.4% | Reduced |
| IFG Advisory, LLC | 3,396 | $441.0K | 0.05% | −125−3.6% | Reduced |
| Vontobel Holding Ltd. | 3,387 | $441.0K | 0.00% | +773+29.6% | Added |
| Connable Office Inc | 3,361 | $437.0K | 0.06% | −699−17.2% | Reduced |
| Integrated Investment Consultants, LLC | 3,351 | $435.0K | 0.13% | −4−0.1% | Reduced |
| Dock Street Asset Management Inc | 3,320 | $431.0K | 0.08% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 3,304 | $429.0K | 0.07% | +580+21.3% | Added |
| Swedbank AB | 3,270 | $424.8K | 0.00% | 00.0% | Unchanged |
| World Asset Management Inc | 3,204 | $416.0K | 0.04% | −144−4.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,183 | $413.0K | 0.04% | −223−6.5% | Reduced |
| 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 |
| Essex Financial Services, Inc. | 3,301 | $405.0K | 0.06% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,111 | $404.0K | 0.16% | −10−0.3% | Reduced |
| Skylands Capital, LLC | 3,025 | $393.0K | 0.05% | −200−6.2% | Reduced |
| 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 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,940 | $382.0K | 0.01% | +216+7.9% | Added |
| 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 |
| Quantbot Technologies LP | 2,914 | $378.0K | 0.03% | +2,914 | New |
| Global Financial Private Client, LLC | 2,855 | $376.3K | 0.21% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,869 | $373.0K | 0.02% | −168−5.5% | Reduced |
| Doyle Wealth Management | 2,848 | $370.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Kestra Private Wealth Services, LLC | 2,831 | $368.0K | 0.02% | −29−1.0% | Reduced |
| Hollencrest Capital Management | 2,779 | $361.0K | 0.03% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 2,772 | $360.0K | 0.03% | 00.0% | Unchanged |
| Cutler Group LP | 2,744 | $356.0K | 0.03% | +2,744 | New |
| Martin Capital Partners, LLC | 2,734 | $355.0K | 0.18% | +87+3.3% | Added |
| GW Henssler & Associates Ltd | 2,720 | $353.0K | 0.02% | −1,135−29.4% | Reduced |
| Guinness Asset Management LTD | 2,647 | $344.0K | 0.02% | +900+51.5% | Added |
| Novare Capital Management LLC | 2,620 | $340.0K | 0.04% | −300−10.3% | Reduced |
| Paloma Partners Management Co | 2,610 | $339.0K | 0.01% | −27,207−91.2% | Reduced |
| Great Valley Advisor Group, Inc. | 2,574 | $334.0K | 0.02% | −155−5.7% | Reduced |
| Baird Financial Group, Inc. | 2,563 | $333.0K | 0.00% | +6+0.2% | Added |
| Cetera Advisor Networks LLC | 2,537 | $330.0K | 0.00% | +811+47.0% | Added |
| Steward Partners Investment Advisory, LLC | 2,524 | $328.0K | 0.01% | +707+38.9% | Added |
| Arthur M. Cohen & Associates, LLC | 2,500 | $325.0K | 0.07% | 00.0% | Unchanged |