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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 2 | $0 | 0.00% | +1+100.0% | Added |
| Versant Capital Management, Inc | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | – | $92 | 0.00% | – | – |
| C M Bidwell & Associates Ltd | 16 | $1.00K | 0.00% | +5+45.5% | Added |
| Evoke Wealth, LLC | 15 | $1.00K | 0.00% | +5+50.0% | Added |
| TFC Financial Management | 9 | $1.00K | 0.00% | +3+50.0% | Added |
| Addison Advisors LLC | 12 | $1.00K | 0.00% | +12 | New |
| Leonteq Securities AG | 12 | $1.11K | 0.00% | +4+50.0% | Added |
| Bartlett & Co. Wealth Management LLC | 21 | $1.94K | 0.00% | +21 | New |
| Brown Brothers Harriman & Co | 19 | $2.00K | 0.00% | +6+46.2% | Added |
| Clearstead Advisors, LLC | 25 | $2.00K | 0.00% | +9+56.3% | Added |
| Tarbox Family Office, Inc. | 18 | $2.00K | 0.00% | +6+50.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 18 | $2.00K | 0.00% | +6+50.0% | Added |
| Retirement Group, LLC | 19 | $2.00K | 0.00% | +6+46.2% | Added |
| Ci Investments Inc. | 22 | $2.00K | 0.00% | +22 | New |
| Baystate Wealth Management LLC | 27 | $2.00K | 0.00% | +27 | New |
| Bartlett & Co. LLC | 21 | $2.00K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 30 | $2.77K | 0.00% | +10+50.0% | Added |
| BerganKDV Wealth Management, LLC | 33 | $3.00K | 0.00% | +11+50.0% | Added |
| McIlrath & Eck, LLC | 32 | $3.00K | 0.00% | +11+52.4% | Added |
| Manchester Capital Management LLC | 28 | $3.00K | 0.00% | +20+250.0% | Added |
| MV Capital Management, Inc. | 46 | $4.00K | 0.00% | +19+70.4% | Added |
| Concord Wealth Partners | 45 | $4.00K | 0.00% | +15+50.0% | Added |
| Syverson Strege & Co | 39 | $4.00K | 0.00% | +39 | New |
| Massmutual Trust Co FSB | 58 | $5.00K | 0.00% | +19+48.7% | Added |
| Sandy Spring Bank | 51 | $5.00K | 0.00% | +17+50.0% | Added |
| Copeland Capital Management, LLC | 49 | $5.00K | 0.00% | +16+48.5% | Added |
| Glassman Wealth Services | 58 | $5.00K | 0.00% | +37+176.2% | Added |
| Meridian Wealth Partners, LLC | 58 | $5.00K | 0.00% | +58 | New |
| Fieldpoint Private Securities, LLC | 70 | $6.00K | 0.00% | +50+250.0% | Added |
| Liberty Wealth Management LLC | 64 | $6.00K | 0.00% | +43+204.8% | Added |
| Allworth Financial LP | 60 | $6.00K | 0.00% | +60 | New |
| D'Orazio & Associates, Inc. | 66 | $6.00K | 0.00% | +66 | New |
| Carolinas Wealth Consulting LLC | 75 | $7.00K | 0.00% | +25+50.0% | Added |
| HM Payson & Co | 74 | $7.00K | 0.00% | +25+51.0% | Added |
| Lindbrook Capital, LLC | 73 | $7.00K | 0.00% | +24+49.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 75 | $7.00K | 0.00% | +25+50.0% | Added |
| JJJ Advisors Inc. | 75 | $7.00K | 0.00% | +75 | New |
| Guidance Point Advisors, LLC | 81 | $7.00K | 0.00% | +81 | New |
| Hexagon Capital Partners LLC | 85 | $8.00K | 0.00% | +28+49.1% | Added |
| Bell Investment Advisors, Inc | 100 | $9.00K | 0.00% | +100 | New |
| Prestige Wealth Management Group LLC | 111 | $10.0K | 0.00% | +37+50.0% | Added |
| TCI Wealth Advisors, Inc. | 111 | $10.0K | 0.00% | +62+126.5% | Added |
| Vigilant Capital Management, LLC | 113 | $10.0K | 0.00% | +113 | New |
| Meeder Asset Management Inc | 116 | $11.0K | 0.00% | −40−25.6% | Reduced |
| Assetmark, Inc | 123 | $11.0K | 0.00% | +41+50.0% | Added |
| Jones Financial Companies LLLP | 129 | $12.0K | 0.00% | +43+50.0% | Added |
| Financial Management Professionals, Inc. | 150 | $14.0K | 0.00% | +50+50.0% | Added |
| Lenox Wealth Advisors, LLC | 150 | $14.0K | 0.00% | +50+50.0% | Added |
| Valley National Advisers Inc | 172 | $16.0K | 0.00% | +57+49.6% | Added |
| MUFG Americas Holdings Corp | 197 | $18.0K | 0.00% | +197 | New |
| Parkside Financial Bank & Trust | 205 | $19.0K | 0.01% | +57+38.5% | Added |
| Gemmer Asset Management LLC | 211 | $19.0K | 0.00% | +70+49.6% | Added |
| Hall Laurie J Trustee | 215 | $20.0K | 0.01% | −15−6.5% | Reduced |
| Farmers & Merchants Investments Inc | 247 | $23.0K | 0.00% | +81+48.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 256 | $24.0K | 0.01% | +85+49.7% | Added |
| Stephenson National Bank & Trust | 278 | $26.0K | 0.02% | +93+50.3% | Added |
| Country Trust Bank | 277 | $26.0K | 0.00% | +127+84.7% | Added |
| FinTrust Capital Advisors, LLC | 292 | $27.0K | 0.01% | +15+5.4% | Added |
| Harbour Investments, Inc. | 304 | $28.0K | 0.00% | +88+40.7% | Added |
| Salem Investment Counselors Inc | 300 | $28.0K | 0.00% | +100+50.0% | Added |
| Bray Capital Advisors | 300 | $28.0K | 0.01% | +100+50.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 316 | $29.0K | 0.00% | +105+49.8% | Added |
| Advisors Asset Management, Inc. | 346 | $32.0K | 0.00% | −148−30.0% | Reduced |
| Laurel Wealth Advisors LLC | 359 | $33.0K | 0.01% | +119+49.6% | Added |
| Parallax Volatility Advisers, L.P. | 365 | $34.0K | 0.00% | −8,846−96.0% | Reduced |
| Harvest Fund Management Co., Ltd | 375 | $34.0K | 0.01% | +125+50.0% | Added |
| Trust Co | 379 | $35.0K | 0.01% | +126+49.8% | Added |
| Front Row Advisors LLC | 373 | $35.0K | 0.01% | +124+49.8% | Added |
| CX Institutional | 389 | $36.0K | 0.00% | +132+51.4% | Added |
| Quadrant Capital Group LLC | 390 | $36.0K | 0.01% | +199+104.2% | Added |
| Smith Group Asset Management, LLC | 433 | $40.0K | 0.00% | +433 | New |
| Resources Management Corp | 472 | $44.0K | 0.01% | +157+49.8% | Added |
| TD Ameritrade Investment Management, LLC | 636 | $46.0K | 0.00% | +44+7.4% | Added |
| SOA Wealth Advisors, LLC. | 545 | $50.0K | 0.01% | +178+48.5% | Added |
| Parallel Advisors, LLC | 563 | $52.0K | 0.00% | +263+87.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 624 | $58.0K | 0.02% | +208+50.0% | Added |
| Private Capital Group, LLC | 658 | $61.0K | 0.01% | +218+49.5% | Added |
| Penserra Capital Management LLC | 666 | $61.0K | 0.00% | +262+64.9% | Added |
| Delta Asset Management LLC | 675 | $62.0K | 0.01% | +225+50.0% | Added |
| Deseret Mutual Benefit Administrators | 712 | $66.0K | 0.01% | +61+9.4% | Added |
| State of Wyoming | 717 | $66.0K | 0.04% | +240+50.3% | Added |
| Whittier Trust Co | 727 | $67.0K | 0.00% | +600+472.4% | Added |
| Denali Advisors LLC | 750 | $69.0K | 0.03% | +250+50.0% | Added |
| Phoenix Wealth Advisors | 750 | $69.0K | 0.05% | +250+50.0% | Added |
| Geneos Wealth Management Inc. | 742 | $70.0K | 0.00% | +247+49.9% | Added |
| Bessemer Group Inc | 775 | $72.0K | 0.00% | +273+54.4% | Added |
| Berman Capital Advisors, LLC | 809 | $74.0K | 0.01% | +426+111.2% | Added |
| Group One Trading, L.P. | 801 | $74.0K | 0.00% | +801 | New |
| Kowal Investment Group, LLC | 800 | $74.0K | 0.02% | +800 | New |
| FourThought Financial, LLC | 843 | $77.0K | 0.01% | +191+29.3% | Added |
| Pacitti Group Inc. | 839 | $77.0K | 0.05% | +280+50.1% | Added |
| DuPont Capital Management Corp | 845 | $78.0K | 0.00% | −264−23.8% | Reduced |
| Caldwell Trust Co | 869 | $80.2K | 0.01% | +689+382.8% | Added |
| Cullen/Frost Bankers, Inc. | 929 | $86.0K | 0.00% | +309+49.8% | Added |
| Ossiam | 955 | $88.0K | 0.00% | −10,794−91.9% | Reduced |
| Eagle Bay Advisors LLC | 998 | $92.0K | 0.05% | +652+188.4% | Added |
| Cutler Group LP | 1,013 | $93.0K | 0.01% | −1,731−63.1% | Reduced |
| Coastal Capital Group, Inc. | 1,117 | $103.0K | 0.02% | +373+50.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,124 | $103.6K | 0.00% | +375+50.1% | Added |