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 |
|---|---|---|---|---|---|
| Laurel Wealth Advisors LLC | 240 | $31.0K | 0.01% | +1+0.4% | Added |
| Hall Laurie J Trustee | 230 | $30.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 216 | $28.0K | 0.00% | −8−3.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 211 | $27.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 200 | $26.0K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 200 | $26.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 196 | $25.0K | 0.00% | −14,865−98.7% | Reduced |
| Quadrant Capital Group LLC | 191 | $25.0K | 0.00% | −33−14.7% | Reduced |
| Stephenson National Bank & Trust | 185 | $24.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 180 | $23.4K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 171 | $22.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 166 | $22.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 156 | $20.0K | 0.00% | +108+225.0% | Added |
| Country Trust Bank | 150 | $19.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 148 | $19.0K | 0.01% | +8+5.7% | Added |
| Castleview Partners, LLC | 143 | $19.0K | 0.01% | +143 | New |
| Gemmer Asset Management LLC | 141 | $18.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 127 | $16.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 115 | $15.0K | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 119 | $15.0K | 0.02% | +119 | New |
| Point72 Hong Kong Ltd | 109 | $14.0K | 0.00% | −4,792−97.8% | Reduced |
| Financial Management Professionals, Inc. | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 100 | $13.0K | 0.00% | +100 | New |
| Hillsdale Investment Management Inc. | 90 | $12.0K | 0.00% | −5,200−98.3% | Reduced |
| Jones Financial Companies LLLP | 86 | $11.0K | 0.00% | −36−29.5% | Reduced |
| Assetmark, Inc | 82 | $11.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 87 | $11.0K | 0.00% | +87 | New |
| Peoples Financial Services Corp. | 80 | $10.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 74 | $10.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 55 | $7.00K | 0.00% | −1−1.8% | Reduced |
| Carolinas Wealth Consulting LLC | 50 | $7.00K | 0.00% | −6−10.7% | Reduced |
| Hexagon Capital Partners LLC | 57 | $7.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 39 | $5.00K | 0.00% | +31+387.5% | Added |
| First Manhattan Co | 41 | $5.00K | 0.00% | +41 | New |
| Copeland Capital Management, LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 30 | $4.00K | 0.00% | −4−11.8% | Reduced |
| Sandy Spring Bank | 34 | $4.00K | 0.00% | +34 | New |
| MV Capital Management, Inc. | 27 | $4.00K | 0.00% | +27 | New |
| CWM, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 21 | $3.00K | 0.00% | +6+40.0% | Added |
| Fieldpoint Private Securities, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $2.60K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Leonteq Securities AG | 8 | $1.04K | 0.00% | −117−93.6% | Reduced |
| C M Bidwell & Associates Ltd | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $129 | 0.00% | – | New |
| Arkadios Wealth Advisors | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |