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 |
|---|---|---|---|---|---|
| Elo Mutual Pension Insurance Co | 13,122 | $1.21M | 0.04% | +13,122 | New |
| Jackson Creek Investment Advisors LLC | 13,135 | $1.21M | 0.45% | +4,083+45.1% | Added |
| One + One Wealth Management, LLC | 13,196 | $1.22M | 0.88% | +4,361+49.4% | Added |
| M&T Bank Corp | 13,390 | $1.24M | 0.01% | +3,692+38.1% | Added |
| Atria Investments LLC | 13,391 | $1.24M | 0.02% | +4,253+46.5% | Added |
| AlphaCrest Capital Management LLC | 13,767 | $1.27M | 0.07% | +4,511+48.7% | Added |
| Globeflex Capital L P | 13,940 | $1.29M | 0.28% | +4,646+50.0% | Added |
| Storebrand Asset Management AS | 13,941 | $1.29M | 0.01% | +5,361+62.5% | Added |
| Walleye Trading LLC | 14,185 | $1.31M | 0.03% | +14,185 | New |
| Heritage Wealth Advisors | 14,323 | $1.32M | 0.08% | +4,774+50.0% | Added |
| Maryland State Retirement & Pension System | 14,109 | $1.32M | 0.04% | +4,703+50.0% | Added |
| Teachers Retirement System of the State of Kentucky | 14,400 | $1.33M | 0.01% | +4,800+50.0% | Added |
| King Luther Capital Management Corp | 14,912 | $1.38M | 0.01% | +4,562+44.1% | Added |
| 9258 Wealth Management, LLC | 15,013 | $1.39M | 0.37% | +5,004+50.0% | Added |
| Gyroscope Capital Management Group, LLC | 15,038 | $1.39M | 0.52% | +5,409+56.2% | Added |
| Securian Asset Management, Inc | 15,366 | $1.42M | 0.03% | +5,122+50.0% | Added |
| Baird Financial Group, Inc. | 15,463 | $1.43M | 0.00% | +12,900+503.3% | Added |
| Tudor Investment Corp Et Al | 15,676 | $1.45M | 0.03% | +13,389+585.4% | Added |
| Aft, Forsyth & Sober, LLC | 15,750 | $1.45M | 0.55% | +5,450+52.9% | Added |
| Meridian Wealth Advisors, LLC | 16,116 | $1.49M | 0.41% | +5,772+55.8% | Added |
| Simplex Trading, LLC | 11,374 | $1.50M | 0.05% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 16,252 | $1.50M | 0.26% | +5,461+50.6% | Added |
| Wealthfront Advisers LLC | 16,392 | $1.51M | 0.01% | +12,400+310.6% | Added |
| Commonwealth Equity Services, LLC | 17,040 | $1.57M | 0.00% | +5,371+46.0% | Added |
| Hartford Investment Management Co | 17,136 | $1.58M | 0.04% | +4,309+33.6% | Added |
| Point72 Hong Kong Ltd | 17,357 | $1.60M | 0.12% | +17,248+15,823.9% | Added |
| Heartland Advisors Inc | 17,479 | $1.61M | 0.10% | −3,929−18.4% | Reduced |
| White Pine Capital LLC | 17,487 | $1.61M | 0.50% | +5,527+46.2% | Added |
| OPSEU Pension Plan Trust Fund | 18,117 | $1.70M | 0.43% | +5,326+41.6% | Added |
| Shell Asset Management Co | 18,605 | $1.72M | 0.04% | +5,768+44.9% | Added |
| Worth Venture Partners, LLC | 19,077 | $1.76M | 0.80% | +6,359+50.0% | Added |
| MML Investors Services, LLC | 19,148 | $1.77M | 0.01% | +7,689+67.1% | Added |
| HighTower Advisors, LLC | 19,340 | $1.77M | 0.00% | +6,649+52.4% | Added |
| Mackenzie Financial Corp | 19,441 | $1.79M | 0.00% | +8,818+83.0% | Added |
| Cascade Investment Advisors, Inc. | 19,669 | $1.82M | 1.18% | +5,266+36.6% | Added |
| Nissay Asset Management Corp | 19,807 | $1.83M | 0.02% | +7,076+55.6% | Added |
| Gotham Asset Management, LLC | 20,061 | $1.85M | 0.08% | +11,369+130.8% | Added |
| Crossmark Global Holdings, Inc. | 20,252 | $1.87M | 0.04% | +7,050+53.4% | Added |
| Janney Montgomery Scott LLC | 21,030 | $1.94M | 0.01% | +8,935+73.9% | Added |
| Dean Investment Associates, LLC | 21,089 | $1.95M | 0.37% | +6,630+45.9% | Added |
| DnB Asset Management AS | 21,155 | $1.95M | 0.01% | +8,150+62.7% | Added |
| Capital Group Private Client Services, Inc. | 21,262 | $1.96M | 0.02% | +21,262 | New |
| Metropolitan Life Insurance Co | 22,214 | $2.05M | 0.03% | +7,023+46.2% | Added |
| Millennium Management LLC | 22,488 | $2.08M | 0.00% | −39,058−63.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 22,656 | $2.09M | 0.24% | +7,629+50.8% | Added |
| BBVA USA | 23,028 | $2.13M | 0.12% | +7,067+44.3% | Added |
| Employees Retirement System of Texas | 23,037 | $2.13M | 0.02% | +7,679+50.0% | Added |
| SPC Financial, Inc. | 23,100 | $2.13M | 0.26% | +7,100+44.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,210 | $2.14M | 0.02% | +7,887+51.5% | Added |
| American Century Companies Inc | 23,900 | $2.21M | 0.00% | +13,746+135.4% | Added |
| Alpine Woods Capital Investors, LLC | 24,000 | $2.21M | 0.24% | +8,000+50.0% | Added |
| IFM Investors Pty Ltd | 24,052 | $2.22M | 0.05% | +8,016+50.0% | Added |
| KBC Group NV | 24,106 | $2.23M | 0.01% | +8,035+50.0% | Added |
| Truist Financial Corp | 24,252 | $2.24M | 0.00% | +10,215+72.8% | Added |
| Cubist Systematic Strategies, LLC | 24,531 | $2.26M | 0.03% | +19,985+439.6% | Added |
| Center for Financial Planning, Inc. | 24,753 | $2.28M | 0.56% | +8,249+50.0% | Added |
| Stephens Inc | 24,939 | $2.30M | 0.04% | +8,289+49.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 25,148 | $2.32M | 0.01% | −14,106−35.9% | Reduced |
| Brinker Capital Investments, LLC | 17,854 | $2.32M | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 25,241 | $2.33M | 0.00% | +5,363+27.0% | Added |
| Hotaling Investment Management, LLC | 25,777 | $2.38M | 0.99% | +8,763+51.5% | Added |
| Public Employees Retirement Association of Colorado | 25,976 | $2.40M | 0.01% | +8,659+50.0% | Added |
| TownSquare Capital, LLC | 26,796 | $2.47M | 0.07% | +10,084+60.3% | Added |
| Sanford Advisory Services, LLC | 27,203 | $2.51M | 0.63% | +9,140+50.6% | Added |
| Mackay Shields LLC | 28,216 | $2.60M | 0.02% | +8,274+41.5% | Added |
| Kiwi Wealth Investments Limited Partnership | 28,389 | $2.62M | 0.13% | +28,389 | New |
| Texas Permanent School Fund | 28,614 | $2.64M | 0.03% | +8,296+40.8% | Added |
| Voloridge Investment Management, LLC | 28,835 | $2.66M | 0.02% | +28,835 | New |
| DekaBank Deutsche Girozentrale | 29,096 | $2.71M | 0.01% | +11,529+65.6% | Added |
| Railway Pension Investments Ltd | 30,300 | $2.80M | 0.02% | +9,900+48.5% | Added |
| Mutual of America Capital Management LLC | 30,690 | $2.83M | 0.03% | +10,463+51.7% | Added |
| Comerica Bank | 27,735 | $2.84M | 0.02% | +4,100+17.3% | Added |
| Fifth Third Bancorp | 31,127 | $2.87M | 0.01% | +14,878+91.6% | Added |
| Cardinal Capital Management | 31,183 | $2.88M | 0.62% | +10,393+50.0% | Added |
| Public Sector Pension Investment Board | 31,240 | $2.88M | 0.02% | +12,063+62.9% | Added |
| Natixis | 32,409 | $2.99M | 0.01% | +32,409 | New |
| Utah Retirement Systems | 33,347 | $3.08M | 0.04% | +9,816+41.7% | Added |
| Ensign Peak Advisors, Inc | 33,963 | $3.13M | 0.01% | +1,793+5.6% | Added |
| British Columbia Investment Management Corp | 34,266 | $3.16M | 0.02% | +11,364+49.6% | Added |
| Gulf International Bank (UK) Ltd | 34,562 | $3.19M | 0.04% | +10,982+46.6% | Added |
| ING Groep NV | 35,649 | $3.29M | 0.04% | +25,604+254.9% | Added |
| NN Investment Partners Holdings N.V. | 35,673 | $3.29M | 0.02% | +12,435+53.5% | Added |
| Regions Financial Corp | 35,769 | $3.30M | 0.03% | +12,576+54.2% | Added |
| New England Professional Planning Group Inc. | 33,840 | $3.34M | 1.98% | +11,340+50.4% | Added |
| Creative Planning | 36,187 | $3.34M | 0.01% | +11,855+48.7% | Added |
| First Republic Investment Management, Inc. | 37,946 | $3.50M | 0.01% | +13,777+57.0% | Added |
| Candriam Luxembourg S.C.A. | 38,356 | $3.54M | 0.02% | +11,378+42.2% | Added |
| Capital Wealth Planning, LLC | 39,000 | $3.60M | 0.10% | +8,000+25.8% | Added |
| STRS Ohio | 40,070 | $3.70M | 0.01% | +9,497+31.1% | Added |
| Westfield Capital Management Co LP | 40,095 | $3.70M | 0.02% | +13,365+50.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 40,252 | $3.71M | 0.16% | +40,252 | New |
| Nomura Asset Management Co Ltd | 40,373 | $3.73M | 0.02% | +12,353+44.1% | Added |
| LPL Financial LLC | 40,725 | $3.78M | 0.00% | +15,838+63.6% | Added |
| Buckhead Capital Management LLC | 40,940 | $3.78M | 0.85% | +7,003+20.6% | Added |
| USS Investment Management Ltd | 41,058 | $3.79M | 0.03% | +41,058 | New |
| Guggenheim Capital LLC | 41,591 | $3.84M | 0.02% | +14,596+54.1% | Added |
| MetLife Investment Management | 41,830 | $3.86M | 0.03% | +13,475+47.5% | Added |
| Ergoteles LLC | 42,373 | $3.91M | 0.14% | +42,373 | New |
| Cahaba Wealth Management, Inc. | 42,644 | $3.94M | 0.58% | +14,215+50.0% | Added |
| Swiss Life Asset Management Ltd | 43,881 | $4.04M | 0.06% | −5,420−11.0% | Reduced |