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, Q3 2021
Institutional positions in Raymond James Financial Inc as of Sep 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
- 583
- +26 vs. Q2 2021
- Shares held
- 157.0M
- +49.6M (+46.2%) vs. Q2 2021
- Total value
- $14.0B
- +$802.3M (+6.1%) vs. Q2 2021
- New holders
- 67
- 487 more added
- Sold out
- 41
- 23 more reduced
8 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 21,116,967 | $1.95B | 0.05% | +7,086,163+50.5% | Added |
| BlackRock Inc. | 18,735,095 | $1.73B | 0.05% | +5,667,569+43.4% | Added |
| Primecap Management Co | 9,984,742 | $921.4M | 0.65% | +3,968,327+66.0% | Added |
| State Street Corp | 8,711,795 | $806.2M | 0.04% | +3,093,750+55.1% | Added |
| Price T Rowe Associates Inc | 4,711,712 | $434.8M | 0.04% | +999,595+26.9% | Added |
| FMR LLC | 3,783,747 | $349.2M | 0.03% | +959,781+34.0% | Added |
| Geode Capital Management, LLC | 3,680,673 | $339.0M | 0.05% | +1,450,851+65.1% | Added |
| Wellington Management Group LLP | 3,437,284 | $317.2M | 0.05% | −2,328−0.1% | Reduced |
| Earnest Partners LLC | 3,218,574 | $297.0M | 1.82% | +1,038,999+47.7% | Added |
| JPMorgan Chase & Co | 3,139,780 | $289.7M | 0.04% | +866,739+38.1% | Added |
| Bank of America Corp | 2,505,598 | $231.2M | 0.03% | +840,621+50.5% | Added |
| Invesco Ltd. | 2,336,922 | $215.7M | 0.05% | +797,909+51.8% | Added |
| APG Asset Management N.V. | 2,658,568 | $211.7M | 0.38% | +1,126,104+73.5% | Added |
| Brave Warrior Advisors, LLC | 2,268,517 | $209.3M | 7.33% | +641,738+39.4% | Added |
| Northern Trust Corp | 2,198,533 | $202.9M | 0.04% | +734,524+50.2% | Added |
| Massachusetts Financial Services Co | 1,829,754 | $168.8M | 0.05% | +627,643+52.2% | Added |
| Norges Bank | 1,760,677 | $162.5M | 0.04% | +585,247+49.8% | Added |
| Legal & General Group Plc | 1,688,883 | $155.8M | 0.05% | +571,302+51.1% | Added |
| Quest Capital Management Inc | 1,599,232 | $147.6M | 28.98% | +503,975+46.0% | Added |
| Congress Asset Management Co | 1,587,641 | $146.5M | 1.14% | +540,347+51.6% | Added |
| Dimensional Fund Advisors LP | 1,448,424 | $133.7M | 0.04% | +463,897+47.1% | Added |
| Bank of New York Mellon Corp | 1,440,339 | $132.9M | 0.03% | +462,316+47.3% | Added |
| Charles Schwab Investment Management Inc | 1,285,412 | $118.6M | 0.04% | +459,676+55.7% | Added |
| Southpoint Capital Advisors LP | 1,200,000 | $110.7M | 2.36% | +700,000+140.0% | Added |
| Fisher Asset Management, LLC | 1,183,897 | $109.3M | 0.07% | +395,065+50.1% | Added |
| Harfst & Associates, Inc. | 1,142,935 | $105.5M | 29.15% | +381,502+50.1% | Added |
| Thrivent Financial for Lutherans | 1,139,254 | $105.1M | 0.21% | +528,978+86.7% | Added |
| Tredje AP-fonden | 6,684,938 | $102.3M | 2.15% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,090,200 | $100.6M | 0.03% | +588,022+117.1% | Added |
| Prudential Financial Inc | 956,303 | $88.4M | 0.12% | +50,685+5.6% | Added |
| UBS Asset Management Americas Inc | 940,801 | $86.8M | 0.04% | +315,709+50.5% | Added |
| Citadel Advisors LLC | 838,487 | $77.4M | 0.09% | +218,317+35.2% | Added |
| Ceredex Value Advisors LLC | 829,050 | $76.7M | 0.87% | +158,700+23.7% | Added |
| Advent International Corp | 809,355 | $74.7M | 0.35% | +269,785+50.0% | Added |
| Bank of Montreal | 793,639 | $74.3M | 0.04% | +330,248+71.3% | Added |
| Principal Financial Group Inc | 751,061 | $69.3M | 0.05% | +135,658+22.0% | Added |
| Nuveen Asset Management, LLC | 658,574 | $60.8M | 0.02% | +186,386+39.5% | Added |
| Morgan Stanley | 638,408 | $58.9M | 0.01% | +144,062+29.1% | Added |
| Jacobs Levy Equity Management, Inc | 629,391 | $58.1M | 0.39% | +256,291+68.7% | Added |
| Palisade Capital Management LLC | 623,962 | $57.6M | 1.26% | +233,251+59.7% | Added |
| Parametric Portfolio Associates LLC | 609,539 | $56.2M | 0.03% | +226,603+59.2% | Added |
| Pinebridge Investments, L.P. | 602,275 | $55.6M | 0.67% | +472,739+364.9% | Added |
| New York State Common Retirement Fund | 596,508 | $55.0M | 0.06% | +181,834+43.8% | Added |
| Deutsche Bank AG | 587,435 | $54.2M | 0.03% | +197,270+50.6% | Added |
| Wells Fargo & Company | 576,598 | $53.2M | 0.01% | +111,330+23.9% | Added |
| HSBC Holdings PLC | 562,233 | $52.0M | 0.06% | +355,628+172.1% | Added |
| Royal Bank of Canada | 550,595 | $50.8M | 0.01% | +185,549+50.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 539,799 | $49.8M | 0.03% | +161,372+42.6% | Added |
| Martingale Asset Management L P | 509,581 | $47.0M | 0.61% | +115,034+29.2% | Added |
| Macquarie Group Ltd | 494,143 | $45.6M | 0.04% | +153,721+45.2% | Added |
| Premier Fund Managers Ltd | 478,200 | $44.8M | 1.45% | +159,400+50.0% | Added |
| Schroder Investment Management Group | 463,188 | $42.7M | 0.07% | +80,054+20.9% | Added |
| Schonfeld Strategic Advisors LLC | 447,034 | $41.3M | 0.47% | +137,713+44.5% | Added |
| California Public Employees Retirement System | 432,965 | $40.0M | 0.03% | +149,741+52.9% | Added |
| Barclays PLC | 413,327 | $38.1M | 0.03% | +143,444+53.2% | Added |
| Allianz Asset Management GmbH | 363,172 | $33.5M | 0.03% | +115,955+46.9% | Added |
| Marshall Wace Asia Ltd | 362,259 | $33.4M | 0.79% | +189,397+109.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 344,677 | $31.8M | 0.32% | +83,481+32.0% | Added |
| Teacher Retirement System of Texas | 342,470 | $31.6M | 0.17% | +161,935+89.7% | Added |
| National Pension Service | 330,826 | $30.5M | 0.06% | +113,156+52.0% | Added |
| California State Teachers Retirement System | 318,468 | $29.4M | 0.04% | +103,617+48.2% | Added |
| Nicholas Company, Inc. | 314,721 | $29.0M | 0.51% | +104,966+50.0% | Added |
| First Trust Advisors LP | 310,308 | $28.6M | 0.03% | +173,665+127.1% | Added |
| Russell Investments Group, Ltd. | 307,662 | $28.4M | 0.05% | +89,133+40.8% | Added |
| Envestnet Asset Management Inc | 304,193 | $28.1M | 0.02% | +114,700+60.5% | Added |
| Geneva Capital Management LLC | 299,704 | $27.7M | 0.47% | +89,638+42.7% | Added |
| Iat Reinsurance Co Ltd. | 298,125 | $27.5M | 4.12% | +99,375+50.0% | Added |
| Los Angeles Capital Management LLC | 293,538 | $27.1M | 0.12% | +244,426+497.7% | Added |
| Gillson Capital LP | 293,489 | $27.1M | 1.99% | +17,925+6.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 292,739 | $27.0M | 0.10% | +88,690+43.5% | Added |
| SEI Investments Co | 290,908 | $26.8M | 0.06% | +261,402+885.9% | Added |
| Renaissance Technologies LLC | 283,162 | $26.1M | 0.03% | +283,162 | New |
| Davis Capital Partners, LLC | 200,000 | $26.0M | 1.35% | 00.0% | Unchanged |
| Prana Capital Management, LP | 281,060 | $25.9M | 2.28% | +167,644+147.8% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 279,882 | $25.8M | 2.02% | +90,451+47.7% | Added |
| Pinnacle Associates Ltd | 279,702 | $25.8M | 0.48% | +86,396+44.7% | Added |
| Raymond James & Associates | 278,758 | $25.7M | 0.02% | +89,904+47.6% | Added |
| Rhumbline Advisers | 278,639 | $25.7M | 0.03% | +88,665+46.7% | Added |
| UBS Group AG | 270,804 | $25.0M | 0.01% | +62,708+30.1% | Added |
| Robeco Institutional Asset Management B.V. | 270,272 | $24.9M | 0.06% | +86,878+47.4% | Added |
| Alliancebernstein L.P. | 267,872 | $24.7M | 0.01% | +80,820+43.2% | Added |
| Credit Suisse AG | 253,200 | $23.4M | 0.02% | +83,146+48.9% | Added |
| BNP Paribas Arbitrage, SA | 250,287 | $23.1M | 0.05% | +53,559+27.2% | Added |
| CIBC Private Wealth Group, LLC | 244,400 | $22.6M | 0.05% | +85,298+53.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 231,718 | $21.4M | 0.04% | +67,645+41.2% | Added |
| New York State Teachers Retirement System | 231,072 | $21.3M | 0.05% | +73,100+46.3% | Added |
| Loomis Sayles & Co L P | 229,427 | $21.2M | 0.03% | +75,415+49.0% | Added |
| Putnam Investments LLC | 225,072 | $20.8M | 0.03% | +74,037+49.0% | Added |
| State Board of Administration of Florida Retirement System | 224,310 | $20.7M | 0.04% | +44,687+24.9% | Added |
| Panagora Asset Management Inc | 220,460 | $20.3M | 0.11% | +207,600+1,614.3% | Added |
| D. E. Shaw & Co., Inc. | 208,102 | $19.2M | 0.02% | +93,541+81.7% | Added |
| TD Asset Management Inc | 206,957 | $19.1M | 0.02% | +66,405+47.2% | Added |
| Mercer Global Advisors Inc | 206,466 | $19.1M | 0.13% | +88,024+74.3% | Added |
| Natixis Advisors, L.P. | 191,484 | $17.7M | 0.07% | +57,265+42.7% | Added |
| Glenmede Trust Co NA | 189,540 | $17.5M | 0.09% | +44,947+31.1% | Added |
| Adage Capital Partners GP, L.L.C. | 187,150 | $17.3M | 0.03% | +60,450+47.7% | Added |
| Eaton Vance Management | 189,071 | $17.2M | 0.02% | −144,484−43.3% | Reduced |
| Ameriprise Financial Inc | 185,605 | $17.1M | 0.01% | +63,538+52.1% | Added |
| State of Alaska, Department of Revenue | 182,474 | $16.8M | 0.17% | +72,469+65.9% | Added |
| Manufacturers Life Insurance Company, The | 182,269 | $16.8M | 0.01% | +63,677+53.7% | Added |