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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 10,928 | $1.01M | 0.01% | +3,954+56.7% | Added |
| Kentucky Retirement Systems | 10,911 | $1.01M | 0.05% | +3,789+53.2% | Added |
| Integrated Advisors Network LLC | 10,524 | $971.0K | 0.06% | +4,304+69.2% | Added |
| Xponance, Inc. | 10,373 | $957.0K | 0.02% | +2,891+38.6% | Added |
| Bradley Foster & Sargent Inc | 10,215 | $943.0K | 0.02% | +3,405+50.0% | Added |
| Monarch Partners Asset Management LLC | 10,132 | $935.0K | 0.14% | +10,132 | New |
| Natixis Investment Managers International | 10,072 | $929.0K | 0.05% | +2,272+29.1% | Added |
| Park Avenue Securities LLC | 9,988 | $922.0K | 0.02% | +3,583+55.9% | Added |
| Consolidated Planning Corp | 9,852 | $909.0K | 0.59% | +6,399+185.3% | Added |
| Knowledge Leaders Capital, LLC | 9,730 | $898.0K | 0.72% | +9,730 | New |
| Carroll Financial Associates, Inc. | 9,723 | $897.0K | 0.05% | +3,250+50.2% | Added |
| Chiron Capital Management, LLC | 9,450 | $872.0K | 0.64% | +150+1.6% | Added |
| Gofen & Glossberg LLC | 9,285 | $857.0K | 0.02% | +3,140+51.1% | Added |
| Echo Street Capital Management LLC | 9,184 | $847.0K | 0.01% | +9,184 | New |
| RMB Capital Management, LLC | 9,100 | $840.0K | 0.03% | +3,033+50.0% | Added |
| First Hawaiian Bank | 9,053 | $835.0K | 0.03% | +3,018+50.0% | Added |
| Gryphon Financial Partners LLC | 8,922 | $823.0K | 0.19% | +2,985+50.3% | Added |
| Systematic Financial Management LP | 8,841 | $816.0K | 0.03% | +2,916+49.2% | Added |
| Trust Co of Toledo NA | 8,753 | $808.0K | 0.13% | +2,918+50.0% | Added |
| Franklin Resources Inc | 8,634 | $797.0K | 0.00% | +3,529+69.1% | Added |
| Keybank National Association | 8,545 | $789.0K | 0.00% | +3,038+55.2% | Added |
| Principal Street Partners, LLC | 8,524 | $787.0K | 0.21% | +2,278+36.5% | Added |
| Canada Pension Plan Investment Board | 8,474 | $782.0K | 0.00% | +7,587+855.4% | 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 |
| Saturna Capital CORP | 8,352 | $771.0K | 0.02% | +2,784+50.0% | Added |
| Achmea Investment Management B.V. | 8,335 | $770.0K | 0.02% | +3,098+59.2% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 8,330 | $769.0K | 0.01% | +2,777+50.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,258 | $762.0K | 0.00% | +1,851+28.9% | Added |
| We Are One Seven, LLC | 7,720 | $761.0K | 0.10% | +2,399+45.1% | Added |
| Zions Bancorporation, N.A. | 8,236 | $760.0K | 0.08% | +3,303+67.0% | Added |
| Capital Investment Advisors, LLC | 8,017 | $740.0K | 0.02% | +8,017 | New |
| Kestra Advisory Services, LLC | 8,012 | $739.0K | 0.01% | +3,423+74.6% | Added |
| Community Capital Management, Inc. | 7,875 | $727.0K | 0.75% | +2,625+50.0% | Added |
| Signature Wealth Management Group | 7,868 | $726.0K | 0.40% | +2,399+43.9% | Added |
| Two Sigma Advisers, LP | 7,600 | $701.0K | 0.00% | +7,600 | New |
| Guinness Asset Management LTD | 7,570 | $699.0K | 0.03% | +4,923+186.0% | Added |
| Sound Financial Strategies Group, LLC | 7,491 | $691.0K | 0.35% | +2,622+53.9% | Added |
| TD Private Client Wealth LLC | 7,393 | $682.2K | 0.03% | +2,400+48.1% | Added |
| Covenant Partners, LLC | 7,122 | $657.0K | 0.26% | +2,374+50.0% | Added |
| Cumberland Partners Ltd | 7,050 | $651.0K | 0.05% | +7,050 | New |
| Hillsdale Investment Management Inc. | 7,035 | $648.0K | 0.05% | +6,945+7,716.7% | Added |
| Texas Yale Capital Corp. | 6,750 | $623.0K | 0.04% | +2,250+50.0% | Added |
| Signaturefd, LLC | 6,745 | $622.0K | 0.02% | +2,370+54.2% | Added |
| Yorktown Management & Research Co Inc | 6,450 | $595.0K | 0.45% | +2,150+50.0% | Added |
| Norinchukin Bank, The | 6,248 | $577.0K | 0.01% | +2,522+67.7% | Added |
| Polar Asset Management Partners Inc. | 6,223 | $574.0K | 0.01% | +72+1.2% | Added |
| IFP Advisors, Inc | 6,119 | $565.0K | 0.01% | +2,028+49.6% | Added |
| Systematic Alpha Investments, LLC | 5,700 | $562.0K | 0.02% | +1,900+50.0% | Added |
| Intrust Bank NA | 6,086 | $561.0K | 0.07% | +2,078+51.8% | Added |
| NorthCoast Asset Management LLC | 6,000 | $554.0K | 0.02% | +2,000+50.0% | Added |
| Nomura Holdings Inc | 5,813 | $550.0K | 0.00% | +2,837+95.3% | Added |
| Silvercrest Asset Management Group LLC | 5,912 | $546.0K | 0.00% | +2,355+66.2% | 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 |
| Cigna Investments Inc | 5,708 | $526.0K | 0.04% | +1,802+46.1% | Added |
| FDx Advisors, Inc. | 5,638 | $520.0K | 0.02% | +1,902+50.9% | Added |
| Baker Tilly Wealth Management, LLC | 5,628 | $519.0K | 0.07% | +2,324+70.3% | Added |
| 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 |
| Wolverine Trading, LLC | 5,416 | $507.0K | 0.01% | +5,416 | New |
| Williams Jones Wealth Management, LLC. | 5,437 | $502.0K | 0.01% | +1,812+50.0% | Added |
| Verition Fund Management LLC | 5,382 | $497.0K | 0.01% | +5,382 | New |
| Connable Office Inc | 5,248 | $484.0K | 0.07% | +1,887+56.1% | Added |
| IBM Retirement Fund | 5,226 | $482.0K | 0.04% | +1,742+50.0% | Added |
| Veritable, L.P. | 5,216 | $481.0K | 0.01% | +1,718+49.1% | Added |
| Versor Investments LP | 5,172 | $477.0K | 0.01% | +5,172 | New |
| Integrated Investment Consultants, LLC | 5,078 | $469.0K | 0.14% | +1,727+51.5% | Added |
| Vontobel Holding Ltd. | 5,034 | $465.0K | 0.00% | +1,647+48.6% | Added |
| Dock Street Asset Management Inc | 4,979 | $459.0K | 0.09% | +1,659+50.0% | Added |
| Swedbank AB | 4,904 | $452.5K | 0.00% | +1,634+50.0% | Added |
| IFG Advisory, LLC | 4,902 | $452.0K | 0.05% | +1,506+44.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,877 | $450.0K | 0.05% | +1,694+53.2% | Added |
| Marshall Wace, LLP | 4,843 | $447.0K | 0.00% | −2,889−37.4% | Reduced |
| 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 |
| 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 |
| YorkBridge Wealth Partners, LLC | 4,608 | $425.0K | 0.11% | +1,764+62.0% | Added |
| Krane Funds Advisors LLC | 4,548 | $420.0K | 0.01% | +401+9.7% | Added |
| Skylands Capital, LLC | 4,538 | $419.0K | 0.05% | +1,513+50.0% | Added |
| 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 |
| Aigen Investment Management, LP | 4,523 | $417.0K | 0.08% | +4,523 | New |
| Visionary Wealth Advisors | 4,477 | $413.0K | 0.04% | +1,540+52.4% | 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 |
| Global Financial Private Client, LLC | 4,282 | $405.4K | 0.21% | +1,427+50.0% | 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 |
| Kestra Private Wealth Services, LLC | 4,187 | $386.0K | 0.02% | +1,356+47.9% | Added |
| 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 |
| American Portfolios Advisors | 4,096 | $378.0K | 0.01% | −658−13.8% | Reduced |
| Pensionfund DSM Netherlands | 4,000 | $377.0K | 0.05% | +4,000 | New |
| Martin Capital Partners, LLC | 4,017 | $371.0K | 0.19% | +1,283+46.9% | Added |
| Shulman DeMeo Asset Management LLC | 3,999 | $369.0K | 0.32% | +3,999 | New |
| Jump Financial, LLC | 3,974 | $367.0K | 0.03% | +3,974 | New |
| Novare Capital Management LLC | 3,930 | $363.0K | 0.04% | +1,310+50.0% | Added |