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 |
|---|---|---|---|---|---|
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,540 | $419.0K | 0.01% | +1,600+54.4% | Added |
| Northwestern Mutual Wealth Management Co | 4,541 | $419.0K | 0.00% | +1,608+54.8% | Added |
| Krane Funds Advisors LLC | 4,548 | $420.0K | 0.01% | +401+9.7% | Added |
| YorkBridge Wealth Partners, LLC | 4,608 | $425.0K | 0.11% | +1,764+62.0% | Added |
| Wedbush Securities Inc | 4,613 | $426.0K | 0.02% | +651+16.4% | Added |
| 44 Wealth Management LLC | 4,617 | $426.0K | 0.16% | +1,506+48.4% | Added |
| Essex Financial Services, Inc. | 4,746 | $438.0K | 0.05% | +1,445+43.8% | Added |
| HBK Sorce Advisory LLC | 4,745 | $438.0K | 0.02% | +1,876+65.4% | Added |
| Marshall Wace, LLP | 4,843 | $447.0K | 0.00% | −2,889−37.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,877 | $450.0K | 0.05% | +1,694+53.2% | Added |
| IFG Advisory, LLC | 4,902 | $452.0K | 0.05% | +1,506+44.3% | Added |
| Swedbank AB | 4,904 | $452.5K | 0.00% | +1,634+50.0% | Added |
| Dock Street Asset Management Inc | 4,979 | $459.0K | 0.09% | +1,659+50.0% | Added |
| Vontobel Holding Ltd. | 5,034 | $465.0K | 0.00% | +1,647+48.6% | Added |
| Integrated Investment Consultants, LLC | 5,078 | $469.0K | 0.14% | +1,727+51.5% | Added |
| Versor Investments LP | 5,172 | $477.0K | 0.01% | +5,172 | New |
| Veritable, L.P. | 5,216 | $481.0K | 0.01% | +1,718+49.1% | Added |
| IBM Retirement Fund | 5,226 | $482.0K | 0.04% | +1,742+50.0% | Added |
| Connable Office Inc | 5,248 | $484.0K | 0.07% | +1,887+56.1% | Added |
| Verition Fund Management LLC | 5,382 | $497.0K | 0.01% | +5,382 | New |
| Williams Jones Wealth Management, LLC. | 5,437 | $502.0K | 0.01% | +1,812+50.0% | Added |
| Wolverine Trading, LLC | 5,416 | $507.0K | 0.01% | +5,416 | New |
| Squarepoint Ops LLC | 5,580 | $515.0K | 0.00% | −3,870−41.0% | Reduced |
| Cetera Investment Advisers | 5,579 | $515.0K | 0.01% | +1,588+39.8% | Added |
| J. W. Coons Advisors, LLC | 5,556 | $515.0K | 0.18% | +3,212+137.0% | Added |
| Baker Tilly Wealth Management, LLC | 5,628 | $519.0K | 0.07% | +2,324+70.3% | Added |
| FDx Advisors, Inc. | 5,638 | $520.0K | 0.02% | +1,902+50.9% | Added |
| Cigna Investments Inc | 5,708 | $526.0K | 0.04% | +1,802+46.1% | Added |
| Huntington National Bank | 5,763 | $532.0K | 0.01% | −1,359−19.1% | Reduced |
| Tranquility Partners, LLC | 5,767 | $532.0K | 0.27% | +1,920+49.9% | Added |
| Silvercrest Asset Management Group LLC | 5,912 | $546.0K | 0.00% | +2,355+66.2% | Added |
| Nomura Holdings Inc | 5,813 | $550.0K | 0.00% | +2,837+95.3% | Added |
| NorthCoast Asset Management LLC | 6,000 | $554.0K | 0.02% | +2,000+50.0% | Added |
| Intrust Bank NA | 6,086 | $561.0K | 0.07% | +2,078+51.8% | Added |
| Systematic Alpha Investments, LLC | 5,700 | $562.0K | 0.02% | +1,900+50.0% | Added |
| IFP Advisors, Inc | 6,119 | $565.0K | 0.01% | +2,028+49.6% | Added |
| Polar Asset Management Partners Inc. | 6,223 | $574.0K | 0.01% | +72+1.2% | Added |
| Norinchukin Bank, The | 6,248 | $577.0K | 0.01% | +2,522+67.7% | Added |
| Yorktown Management & Research Co Inc | 6,450 | $595.0K | 0.45% | +2,150+50.0% | Added |
| Signaturefd, LLC | 6,745 | $622.0K | 0.02% | +2,370+54.2% | Added |
| Texas Yale Capital Corp. | 6,750 | $623.0K | 0.04% | +2,250+50.0% | Added |
| Hillsdale Investment Management Inc. | 7,035 | $648.0K | 0.05% | +6,945+7,716.7% | Added |
| Cumberland Partners Ltd | 7,050 | $651.0K | 0.05% | +7,050 | New |
| Covenant Partners, LLC | 7,122 | $657.0K | 0.26% | +2,374+50.0% | Added |
| TD Private Client Wealth LLC | 7,393 | $682.2K | 0.03% | +2,400+48.1% | Added |
| Sound Financial Strategies Group, LLC | 7,491 | $691.0K | 0.35% | +2,622+53.9% | Added |
| Guinness Asset Management LTD | 7,570 | $699.0K | 0.03% | +4,923+186.0% | Added |
| Two Sigma Advisers, LP | 7,600 | $701.0K | 0.00% | +7,600 | New |
| Signature Wealth Management Group | 7,868 | $726.0K | 0.40% | +2,399+43.9% | Added |
| Community Capital Management, Inc. | 7,875 | $727.0K | 0.75% | +2,625+50.0% | Added |
| Kestra Advisory Services, LLC | 8,012 | $739.0K | 0.01% | +3,423+74.6% | Added |
| Capital Investment Advisors, LLC | 8,017 | $740.0K | 0.02% | +8,017 | New |
| Zions Bancorporation, N.A. | 8,236 | $760.0K | 0.08% | +3,303+67.0% | Added |
| We Are One Seven, LLC | 7,720 | $761.0K | 0.10% | +2,399+45.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,258 | $762.0K | 0.00% | +1,851+28.9% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 8,330 | $769.0K | 0.01% | +2,777+50.0% | Added |
| Achmea Investment Management B.V. | 8,335 | $770.0K | 0.02% | +3,098+59.2% | Added |
| Saturna Capital CORP | 8,352 | $771.0K | 0.02% | +2,784+50.0% | Added |
| Qtron Investments LLC | 8,413 | $776.0K | 0.21% | +2,804+50.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,411 | $776.0K | 0.02% | +2,857+51.4% | Added |
| Canada Pension Plan Investment Board | 8,474 | $782.0K | 0.00% | +7,587+855.4% | Added |
| Principal Street Partners, LLC | 8,524 | $787.0K | 0.21% | +2,278+36.5% | Added |
| Keybank National Association | 8,545 | $789.0K | 0.00% | +3,038+55.2% | Added |
| Franklin Resources Inc | 8,634 | $797.0K | 0.00% | +3,529+69.1% | Added |
| Trust Co of Toledo NA | 8,753 | $808.0K | 0.13% | +2,918+50.0% | Added |
| Systematic Financial Management LP | 8,841 | $816.0K | 0.03% | +2,916+49.2% | Added |
| Gryphon Financial Partners LLC | 8,922 | $823.0K | 0.19% | +2,985+50.3% | Added |
| First Hawaiian Bank | 9,053 | $835.0K | 0.03% | +3,018+50.0% | Added |
| RMB Capital Management, LLC | 9,100 | $840.0K | 0.03% | +3,033+50.0% | Added |
| Echo Street Capital Management LLC | 9,184 | $847.0K | 0.01% | +9,184 | New |
| Gofen & Glossberg LLC | 9,285 | $857.0K | 0.02% | +3,140+51.1% | Added |
| Chiron Capital Management, LLC | 9,450 | $872.0K | 0.64% | +150+1.6% | Added |
| Carroll Financial Associates, Inc. | 9,723 | $897.0K | 0.05% | +3,250+50.2% | Added |
| Knowledge Leaders Capital, LLC | 9,730 | $898.0K | 0.72% | +9,730 | New |
| Consolidated Planning Corp | 9,852 | $909.0K | 0.59% | +6,399+185.3% | Added |
| Park Avenue Securities LLC | 9,988 | $922.0K | 0.02% | +3,583+55.9% | Added |
| Natixis Investment Managers International | 10,072 | $929.0K | 0.05% | +2,272+29.1% | Added |
| Monarch Partners Asset Management LLC | 10,132 | $935.0K | 0.14% | +10,132 | New |
| Bradley Foster & Sargent Inc | 10,215 | $943.0K | 0.02% | +3,405+50.0% | Added |
| Xponance, Inc. | 10,373 | $957.0K | 0.02% | +2,891+38.6% | Added |
| Integrated Advisors Network LLC | 10,524 | $971.0K | 0.06% | +4,304+69.2% | Added |
| Kentucky Retirement Systems | 10,911 | $1.01M | 0.05% | +3,789+53.2% | Added |
| Daiwa Securities Group Inc. | 10,928 | $1.01M | 0.01% | +3,954+56.7% | Added |
| United Capital Financial Advisers, LLC | 10,980 | $1.01M | 0.01% | +3,405+45.0% | Added |
| Harrell Investment Partners, LLC | 11,008 | $1.02M | 0.33% | +3,669+50.0% | Added |
| The PNC Financial Services Group, Inc. | 11,273 | $1.04M | 0.00% | +4,855+75.6% | Added |
| Oxford Financial Group Ltd | 11,299 | $1.04M | 0.13% | +3,766+50.0% | Added |
| MAI Capital Management | 11,367 | $1.05M | 0.02% | +3,786+49.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,455 | $1.06M | 0.02% | +3,716+48.0% | Added |
| Louisiana State Employees Retirement System | 11,549 | $1.07M | 0.03% | +3,949+52.0% | Added |
| Pacer Advisors, Inc. | 11,707 | $1.08M | 0.01% | +4,242+56.8% | Added |
| O'Shaughnessy Asset Management, LLC | 11,894 | $1.10M | 0.02% | +3,993+50.5% | Added |
| New Mexico Educational Retirement Board | 12,075 | $1.11M | 0.04% | +3,925+48.2% | Added |
| USA Financial Portformulas Corp | 12,093 | $1.12M | 1.00% | +5,472+82.6% | Added |
| Jane Street Group, LLC | 12,320 | $1.14M | 0.00% | +10,397+540.7% | Added |
| Sabal Trust CO | 12,521 | $1.16M | 0.08% | +4,174+50.0% | Added |
| Empire Life Investments Inc. | 12,650 | $1.17M | 0.08% | +4,360+52.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,841 | $1.19M | 0.00% | +4,619+56.2% | Added |
| Tower Research Capital LLC (TRC) | 12,849 | $1.19M | 0.03% | +10,652+484.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,951 | $1.20M | 0.02% | +4,317+50.0% | Added |