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 |
|---|---|---|---|---|---|
| Trexquant Investment LP | 2,486 | $323.0K | 0.03% | −4,816−66.0% | Reduced |
| Pitcairn Co | 2,422 | $315.0K | 0.02% | −663−21.5% | Reduced |
| Fulton Bank, N.A. | 2,413 | $314.0K | 0.01% | +73+3.1% | Added |
| 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 |
| Moseley Investment Management Inc | 2,384 | $310.0K | 0.15% | −92−3.7% | Reduced |
| J. W. Coons Advisors, LLC | 2,344 | $304.0K | 0.11% | −39−1.6% | Reduced |
| Tudor Investment Corp Et Al | 2,287 | $297.0K | 0.01% | +2,287 | New |
| Canandaigua National Corp | 2,264 | $294.0K | 0.05% | −198−8.0% | Reduced |
| 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 |
| 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 |
| Cresset Asset Management, LLC | 2,161 | $281.0K | 0.00% | −172−7.4% | Reduced |
| Rockefeller Capital Management L.P. | 2,160 | $280.0K | 0.00% | −184−7.8% | Reduced |
| Symmetry Partners, LLC | 2,126 | $276.0K | 0.02% | +300+16.4% | Added |
| Evercore Wealth Management, LLC | 2,103 | $273.0K | 0.00% | −16−0.8% | Reduced |
| 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 |
| IndexIQ Advisors LLC | 2,039 | $265.0K | 0.01% | +82+4.2% | Added |
| Nicholas Hoffman & Company, LLC. | 2,022 | $263.0K | 0.05% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,007 | $261.0K | 0.03% | 00.0% | Unchanged |
| Seeyond | 2,008 | $260.0K | 0.02% | +9+0.5% | Added |
| PSI Advisors, LLC | 2,000 | $259.0K | 0.14% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,948 | $254.0K | 0.02% | −4−0.2% | Reduced |
| Vantage Consulting Group Inc | 1,945 | $253.0K | 0.04% | +1,945 | New |
| Greenleaf Trust | 1,932 | $251.0K | 0.00% | −18−0.9% | Reduced |
| 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 |
| Quantinno Capital Management LP | 1,899 | $247.0K | 0.28% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 1,869 | $243.0K | 0.00% | −54−2.8% | Reduced |
| Advisor Partners LLC | 1,845 | $240.0K | 0.02% | +45+2.5% | Added |
| Sutton Wealth Advisors Inc. | 1,843 | $239.4K | 0.09% | 00.0% | Unchanged |
| LMR Partners LLP | 1,826 | $237.0K | 0.00% | −1,236−40.4% | Reduced |
| Calton & Associates, Inc. | 1,810 | $235.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Profund Advisors LLC | 1,789 | $232.0K | 0.01% | −84−4.5% | Reduced |
| Pearl River Capital, LLC | 1,776 | $231.0K | 0.06% | +1,776 | New |
| Proequities, Inc. | 1,748 | $228.0K | 0.01% | +50+2.9% | Added |
| 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 |
| Ameritas Investment Partners, Inc. | 1,737 | $225.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,691 | $218.0K | 0.01% | +755+80.7% | Added |
| Snowden Capital Advisors LLC | 1,669 | $216.8K | 0.01% | +1,669 | New |
| SG Americas Securities, LLC | 1,638 | $213.0K | 0.00% | −24,882−93.8% | Reduced |
| YHB Investment Advisors, Inc. | 1,619 | $210.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Appleton Partners Inc | 1,582 | $206.0K | 0.02% | +1,582 | 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 |
| Wetherby Asset Management Inc | 1,541 | $200.0K | 0.01% | +1,541 | New |
| Endurance Wealth Management, Inc. | 1,500 | $194.0K | 0.02% | 00.0% | Unchanged |
| PGGM Investments | 1,487 | $193.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 1,407 | $182.0K | 0.09% | +374+36.2% | Added |
| Financial Insights, Inc. | 1,375 | $178.6K | 0.15% | +1,375 | New |
| Sentry Investment Management LLC | 1,253 | $163.0K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 1,191 | $154.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,155 | $150.0K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,109 | $144.0K | 0.00% | −848−43.3% | Reduced |
| Deane Retirement Strategies, Inc. | 1,005 | $131.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| PNC Managed Account Solutions, Inc. | 934 | $121.0K | 0.02% | +934 | New |
| Smithfield Trust Co | 905 | $118.0K | 0.01% | +98+12.1% | Added |
| Canada Pension Plan Investment Board | 887 | $115.0K | 0.00% | +887 | New |
| Parisi Gray Wealth Management | 822 | $107.0K | 0.04% | +822 | New |
| Federated Hermes, Inc. | 801 | $104.0K | 0.00% | −16−2.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 749 | $97.2K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 744 | $97.0K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 651 | $85.0K | 0.02% | +651 | New |
| FourThought Financial, LLC | 652 | $84.0K | 0.01% | +79+13.8% | Added |
| First Horizon Corp | 632 | $82.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 620 | $81.0K | 0.00% | +515+490.5% | Added |
| First Horizon Advisors, Inc. | 627 | $80.0K | 0.00% | +16+2.6% | Added |
| TD Ameritrade Investment Management, LLC | 592 | $77.0K | 0.00% | −20−3.3% | Reduced |
| Pacitti Group Inc. | 559 | $72.0K | 0.04% | 00.0% | Unchanged |
| Exane Derivatives | 488 | $65.1K | 0.02% | +488 | New |
| 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 |
| Advisors Asset Management, Inc. | 494 | $64.0K | 0.00% | −268−35.2% | Reduced |
| State of Wyoming | 477 | $62.0K | 0.04% | +477 | New |
| Delta Asset Management LLC | 450 | $58.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 440 | $57.0K | 0.01% | +43+10.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 416 | $54.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 404 | $52.0K | 0.00% | +97+31.6% | Added |
| Berman Capital Advisors, LLC | 383 | $49.0K | 0.01% | +41+12.0% | Added |
| SOA Wealth Advisors, LLC. | 367 | $47.0K | 0.01% | +241+191.3% | Added |
| Eagle Bay Advisors LLC | 346 | $46.0K | 0.04% | +346 | New |
| Resources Management Corp | 315 | $41.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $39.0K | 0.00% | +114+61.3% | Added |
| FinTrust Capital Advisors, LLC | 277 | $36.0K | 0.01% | 00.0% | Unchanged |
| Smith Asset Management Group LP | 270 | $35.0K | 0.00% | −53−16.4% | Reduced |
| 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 |
| Harvest Fund Management Co., Ltd | 250 | $32.0K | 0.00% | +250 | New |