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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 1,187 | $110.0K | 0.00% | +386+48.2% | Added |
| Smithfield Trust Co | 1,320 | $122.0K | 0.01% | +415+45.9% | Added |
| Creative Financial Designs Inc | 1,387 | $128.0K | 0.02% | +393+39.5% | Added |
| Exane Derivatives | 1,460 | $134.7K | 0.03% | +972+199.2% | Added |
| Deane Retirement Strategies, Inc. | 1,507 | $139.0K | 0.08% | +502+50.0% | Added |
| Sentry Investment Management LLC | 1,640 | $151.0K | 0.04% | +387+30.9% | Added |
| SG Americas Securities, LLC | 1,650 | $152.0K | 0.00% | +12+0.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,732 | $160.0K | 0.01% | +577+50.0% | Added |
| First Horizon Advisors, Inc. | 1,838 | $169.0K | 0.01% | +1,211+193.1% | Added |
| Central Trust Co | 1,879 | $173.0K | 0.01% | +688+57.8% | Added |
| SG3 Management, LLC | 2,000 | $185.0K | 0.07% | +2,000 | New |
| Twin Tree Management, LP | 2,071 | $191.0K | 0.01% | +2,071 | New |
| First Bank & Trust | 2,107 | $194.0K | 0.09% | +700+49.8% | Added |
| Neo Ivy Capital Management | 2,900 | $200.0K | 0.23% | +2,900 | New |
| Angeles Investment Advisors, LLC | 2,179 | $201.0K | 0.01% | +2,179 | New |
| Arbor Investment Advisors, LLC | 2,181 | $201.0K | 0.04% | +2,181 | New |
| Intersect Capital LLC | 2,206 | $204.0K | 0.03% | +2,206 | New |
| Rockefeller Capital Management L.P. | 2,233 | $205.0K | 0.00% | +73+3.4% | Added |
| PGGM Investments | 2,230 | $206.0K | 0.00% | +743+50.0% | Added |
| Wetherby Asset Management Inc | 2,250 | $208.0K | 0.01% | +709+46.0% | Added |
| Endurance Wealth Management, Inc. | 2,250 | $208.0K | 0.02% | +750+50.0% | Added |
| PDT Partners, LLC | 2,259 | $208.0K | 0.01% | +2,259 | New |
| Neuberger Berman Group LLC | 4,234 | $209.0K | 0.00% | −1,510−26.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,280 | $210.0K | 0.03% | +2,280 | New |
| Empirical Finance, LLC | 2,332 | $215.0K | 0.03% | +2,332 | New |
| Spire Wealth Management | 2,335 | $216.0K | 0.01% | +644+38.1% | Added |
| Algert Global LLC | 2,398 | $221.0K | 0.03% | −9,316−79.5% | Reduced |
| Checchi Capital Advisers, LLC | 2,399 | $221.0K | 0.03% | +796+49.7% | Added |
| Banque Cantonale Vaudoise | 2,400 | $221.0K | 0.01% | +800+50.0% | Added |
| Legacy Financial Advisors, Inc. | 2,403 | $222.0K | 0.05% | +832+53.0% | Added |
| Vestmark Advisory Solutions, Inc. | 2,403 | $222.0K | 0.02% | +2,403 | New |
| YHB Investment Advisors, Inc. | 2,427 | $224.0K | 0.02% | +808+49.9% | Added |
| Jaffetilchin Investment Partners, LLC | 2,468 | $228.0K | 0.02% | +2,468 | New |
| Proequities, Inc. | 2,472 | $229.0K | 0.01% | +724+41.4% | Added |
| Snowden Capital Advisors LLC | 2,525 | $233.0K | 0.01% | +856+51.3% | Added |
| Centiva Capital, LP | 2,537 | $234.0K | 0.02% | +2,537 | New |
| Teza Capital Management LLC | 2,557 | $236.0K | 0.11% | +2,557 | New |
| Walleye Capital LLC | 2,553 | $236.0K | 0.01% | +2,553 | New |
| Profund Advisors LLC | 2,581 | $238.0K | 0.01% | +792+44.3% | Added |
| Ameritas Investment Partners, Inc. | 2,605 | $240.0K | 0.01% | +868+50.0% | Added |
| Principle Wealth Partners LLC | 2,625 | $242.0K | 0.03% | +875+50.0% | Added |
| Bokf, NA | 2,637 | $243.0K | 0.00% | +2,637 | New |
| Advisor Partners LLC | 2,640 | $244.0K | 0.02% | +795+43.1% | Added |
| MTM Investment Management, LLC | 2,700 | $249.0K | 0.14% | +900+50.0% | Added |
| Calton & Associates, Inc. | 2,715 | $250.0K | 0.05% | +905+50.0% | Added |
| Sutton Wealth Advisors Inc. | 2,766 | $255.2K | 0.09% | +923+50.1% | Added |
| Doyle Wealth Management | 2,771 | $256.0K | 0.02% | −77−2.7% | Reduced |
| Avantax Advisory Services, Inc. | 2,804 | $258.0K | 0.00% | +935+50.0% | Added |
| Flagship Harbor Advisors, LLC | 2,007 | $261.0K | 0.03% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 2,863 | $264.0K | 0.02% | +776+37.2% | Added |
| Vantage Consulting Group Inc | 2,856 | $264.0K | 0.06% | +911+46.8% | Added |
| Enterprise Financial Services Corp | 2,877 | $265.0K | 0.03% | +2,859+15,883.3% | Added |
| Blue Chip Partners, Inc. | 2,890 | $267.0K | 0.04% | +969+50.4% | Added |
| Quantinno Capital Management LP | 2,909 | $268.0K | 0.30% | +1,010+53.2% | Added |
| Canandaigua National Corp | 2,935 | $271.0K | 0.04% | +671+29.6% | Added |
| NEXT Financial Group, Inc | 2,932 | $271.0K | 0.02% | +984+50.5% | Added |
| Boston Private Wealth LLC | 2,971 | $274.0K | 0.00% | +717+31.8% | Added |
| Seeyond | 2,981 | $275.0K | 0.03% | +973+48.5% | Added |
| PSI Advisors, LLC | 3,000 | $277.0K | 0.13% | +1,000+50.0% | Added |
| Nicholas Hoffman & Company, LLC. | 3,033 | $280.0K | 0.05% | +1,011+50.0% | Added |
| Moseley Investment Management Inc | 2,971 | $281.0K | 0.14% | +587+24.6% | Added |
| Greenleaf Trust | 3,041 | $281.0K | 0.00% | +1,109+57.4% | Added |
| Clarus Group, Inc. | 3,077 | $284.0K | 0.20% | +1,025+50.0% | Added |
| Evercore Wealth Management, LLC | 3,154 | $291.0K | 0.01% | +1,051+50.0% | Added |
| IndexIQ Advisors LLC | 3,202 | $295.0K | 0.01% | +1,163+57.0% | Added |
| Vestcor Inc | 3,217 | $297.0K | 0.01% | +821+34.3% | Added |
| Symmetry Partners, LLC | 3,189 | $301.0K | 0.02% | +1,063+50.0% | Added |
| Dynamic Technology Lab Private Ltd | 3,285 | $303.0K | 0.04% | +3,285 | New |
| Legacy Wealth Asset Management, LLC | 3,294 | $304.0K | 0.14% | +1,035+45.8% | Added |
| Precision Wealth Strategies, LLC | 3,308 | $305.0K | 0.24% | +3,308 | New |
| National Asset Management, Inc. | 3,330 | $308.0K | 0.01% | +3,330 | New |
| CenterStar Asset Management, LLC | – | $308.0K | 0.24% | – | New |
| First Mercantile Trust Co | 3,361 | $310.0K | 0.04% | +972+40.7% | Added |
| JustInvest LLC | 3,382 | $312.0K | 0.03% | −101−2.9% | Reduced |
| Citizens Financial Group Inc | 3,432 | $317.0K | 0.01% | +3,432 | New |
| Pitcairn Co | 3,478 | $320.0K | 0.02% | +1,056+43.6% | Added |
| Fulton Bank, N.A. | 3,678 | $339.0K | 0.02% | +1,265+52.4% | Added |
| Gateway Investment Advisers LLC | 3,669 | $339.0K | 0.00% | +3,669 | New |
| Cresset Asset Management, LLC | 3,717 | $344.0K | 0.00% | +1,556+72.0% | Added |
| Arthur M. Cohen & Associates, LLC | 3,750 | $346.0K | 0.07% | +1,250+50.0% | Added |
| CWM Advisors, LLC | 3,763 | $347.0K | 0.04% | +3,763 | New |
| Cetera Advisor Networks LLC | 3,805 | $351.0K | 0.00% | +1,268+50.0% | Added |
| Great Valley Advisor Group, Inc. | 3,860 | $356.0K | 0.02% | +1,286+50.0% | Added |
| Novare Capital Management LLC | 3,930 | $363.0K | 0.04% | +1,310+50.0% | Added |
| Jump Financial, LLC | 3,974 | $367.0K | 0.03% | +3,974 | New |
| Shulman DeMeo Asset Management LLC | 3,999 | $369.0K | 0.32% | +3,999 | New |
| Martin Capital Partners, LLC | 4,017 | $371.0K | 0.19% | +1,283+46.9% | Added |
| Pensionfund DSM Netherlands | 4,000 | $377.0K | 0.05% | +4,000 | New |
| American Portfolios Advisors | 4,096 | $378.0K | 0.01% | −658−13.8% | Reduced |
| Redpoint Investment Management Pty Ltd | 4,158 | $384.0K | 0.03% | +1,386+50.0% | Added |
| Steward Partners Investment Advisory, LLC | 4,156 | $384.0K | 0.01% | +1,632+64.7% | Added |
| Kestra Private Wealth Services, LLC | 4,187 | $386.0K | 0.02% | +1,356+47.9% | Added |
| Hollencrest Capital Management | 4,213 | $389.0K | 0.03% | +1,434+51.6% | Added |
| Veriti Management LLC | 4,220 | $389.0K | 0.06% | +4,220 | New |
| Global Financial Private Client, LLC | 4,282 | $405.4K | 0.21% | +1,427+50.0% | Added |
| World Asset Management Inc | 4,455 | $411.0K | 0.04% | +1,251+39.0% | Added |
| Harbor Investment Advisory, LLC | 4,458 | $411.0K | 0.06% | +1,485+49.9% | Added |
| Visionary Wealth Advisors | 4,477 | $413.0K | 0.04% | +1,540+52.4% | Added |
| Aigen Investment Management, LP | 4,523 | $417.0K | 0.08% | +4,523 | New |
| Skylands Capital, LLC | 4,538 | $419.0K | 0.05% | +1,513+50.0% | Added |