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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 3,860 | $356.0K | 0.02% | +1,286+50.0% | Added |
| Cetera Advisor Networks LLC | 3,805 | $351.0K | 0.00% | +1,268+50.0% | Added |
| CWM Advisors, LLC | 3,763 | $347.0K | 0.04% | +3,763 | New |
| Arthur M. Cohen & Associates, LLC | 3,750 | $346.0K | 0.07% | +1,250+50.0% | Added |
| Cresset Asset Management, LLC | 3,717 | $344.0K | 0.00% | +1,556+72.0% | 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 |
| Pitcairn Co | 3,478 | $320.0K | 0.02% | +1,056+43.6% | Added |
| Citizens Financial Group Inc | 3,432 | $317.0K | 0.01% | +3,432 | New |
| JustInvest LLC | 3,382 | $312.0K | 0.03% | −101−2.9% | Reduced |
| First Mercantile Trust Co | 3,361 | $310.0K | 0.04% | +972+40.7% | Added |
| National Asset Management, Inc. | 3,330 | $308.0K | 0.01% | +3,330 | New |
| CenterStar Asset Management, LLC | – | $308.0K | 0.24% | – | New |
| Precision Wealth Strategies, LLC | 3,308 | $305.0K | 0.24% | +3,308 | New |
| Legacy Wealth Asset Management, LLC | 3,294 | $304.0K | 0.14% | +1,035+45.8% | Added |
| Dynamic Technology Lab Private Ltd | 3,285 | $303.0K | 0.04% | +3,285 | New |
| Symmetry Partners, LLC | 3,189 | $301.0K | 0.02% | +1,063+50.0% | Added |
| Vestcor Inc | 3,217 | $297.0K | 0.01% | +821+34.3% | Added |
| IndexIQ Advisors LLC | 3,202 | $295.0K | 0.01% | +1,163+57.0% | Added |
| Evercore Wealth Management, LLC | 3,154 | $291.0K | 0.01% | +1,051+50.0% | Added |
| Clarus Group, Inc. | 3,077 | $284.0K | 0.20% | +1,025+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 |
| Nicholas Hoffman & Company, LLC. | 3,033 | $280.0K | 0.05% | +1,011+50.0% | Added |
| PSI Advisors, LLC | 3,000 | $277.0K | 0.13% | +1,000+50.0% | Added |
| Seeyond | 2,981 | $275.0K | 0.03% | +973+48.5% | Added |
| Boston Private Wealth LLC | 2,971 | $274.0K | 0.00% | +717+31.8% | 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 |
| Quantinno Capital Management LP | 2,909 | $268.0K | 0.30% | +1,010+53.2% | Added |
| Blue Chip Partners, Inc. | 2,890 | $267.0K | 0.04% | +969+50.4% | Added |
| Enterprise Financial Services Corp | 2,877 | $265.0K | 0.03% | +2,859+15,883.3% | Added |
| 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 |
| Flagship Harbor Advisors, LLC | 2,007 | $261.0K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 2,804 | $258.0K | 0.00% | +935+50.0% | Added |
| Doyle Wealth Management | 2,771 | $256.0K | 0.02% | −77−2.7% | Reduced |
| Sutton Wealth Advisors Inc. | 2,766 | $255.2K | 0.09% | +923+50.1% | Added |
| Calton & Associates, Inc. | 2,715 | $250.0K | 0.05% | +905+50.0% | Added |
| MTM Investment Management, LLC | 2,700 | $249.0K | 0.14% | +900+50.0% | Added |
| Advisor Partners LLC | 2,640 | $244.0K | 0.02% | +795+43.1% | Added |
| Bokf, NA | 2,637 | $243.0K | 0.00% | +2,637 | New |
| Principle Wealth Partners LLC | 2,625 | $242.0K | 0.03% | +875+50.0% | Added |
| Ameritas Investment Partners, Inc. | 2,605 | $240.0K | 0.01% | +868+50.0% | Added |
| Profund Advisors LLC | 2,581 | $238.0K | 0.01% | +792+44.3% | Added |
| 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 |
| Centiva Capital, LP | 2,537 | $234.0K | 0.02% | +2,537 | New |
| Snowden Capital Advisors LLC | 2,525 | $233.0K | 0.01% | +856+51.3% | Added |
| Proequities, Inc. | 2,472 | $229.0K | 0.01% | +724+41.4% | Added |
| Jaffetilchin Investment Partners, LLC | 2,468 | $228.0K | 0.02% | +2,468 | New |
| YHB Investment Advisors, Inc. | 2,427 | $224.0K | 0.02% | +808+49.9% | 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 |
| 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 |
| Spire Wealth Management | 2,335 | $216.0K | 0.01% | +644+38.1% | Added |
| Empirical Finance, LLC | 2,332 | $215.0K | 0.03% | +2,332 | New |
| Asahi Life Asset Management Co., Ltd. | 2,280 | $210.0K | 0.03% | +2,280 | New |
| Neuberger Berman Group LLC | 4,234 | $209.0K | 0.00% | −1,510−26.3% | Reduced |
| 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 |
| PGGM Investments | 2,230 | $206.0K | 0.00% | +743+50.0% | Added |
| Rockefeller Capital Management L.P. | 2,233 | $205.0K | 0.00% | +73+3.4% | Added |
| Intersect Capital LLC | 2,206 | $204.0K | 0.03% | +2,206 | 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 |
| Neo Ivy Capital Management | 2,900 | $200.0K | 0.23% | +2,900 | New |
| First Bank & Trust | 2,107 | $194.0K | 0.09% | +700+49.8% | Added |
| Twin Tree Management, LP | 2,071 | $191.0K | 0.01% | +2,071 | New |
| SG3 Management, LLC | 2,000 | $185.0K | 0.07% | +2,000 | New |
| Central Trust Co | 1,879 | $173.0K | 0.01% | +688+57.8% | Added |
| First Horizon Advisors, Inc. | 1,838 | $169.0K | 0.01% | +1,211+193.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,732 | $160.0K | 0.01% | +577+50.0% | Added |
| SG Americas Securities, LLC | 1,650 | $152.0K | 0.00% | +12+0.7% | Added |
| Sentry Investment Management LLC | 1,640 | $151.0K | 0.04% | +387+30.9% | Added |
| Deane Retirement Strategies, Inc. | 1,507 | $139.0K | 0.08% | +502+50.0% | Added |
| Exane Derivatives | 1,460 | $134.7K | 0.03% | +972+199.2% | Added |
| Creative Financial Designs Inc | 1,387 | $128.0K | 0.02% | +393+39.5% | Added |
| Smithfield Trust Co | 1,320 | $122.0K | 0.01% | +415+45.9% | Added |
| Federated Hermes, Inc. | 1,187 | $110.0K | 0.00% | +386+48.2% | Added |
| Federation des caisses Desjardins du Quebec | 1,124 | $103.6K | 0.00% | +375+50.1% | Added |
| Coastal Capital Group, Inc. | 1,117 | $103.0K | 0.02% | +373+50.1% | Added |
| Cutler Group LP | 1,013 | $93.0K | 0.01% | −1,731−63.1% | Reduced |
| Eagle Bay Advisors LLC | 998 | $92.0K | 0.05% | +652+188.4% | Added |
| Ossiam | 955 | $88.0K | 0.00% | −10,794−91.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 929 | $86.0K | 0.00% | +309+49.8% | Added |
| Caldwell Trust Co | 869 | $80.2K | 0.01% | +689+382.8% | Added |
| DuPont Capital Management Corp | 845 | $78.0K | 0.00% | −264−23.8% | Reduced |
| FourThought Financial, LLC | 843 | $77.0K | 0.01% | +191+29.3% | Added |
| Pacitti Group Inc. | 839 | $77.0K | 0.05% | +280+50.1% | 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 |
| Bessemer Group Inc | 775 | $72.0K | 0.00% | +273+54.4% | Added |
| Geneos Wealth Management Inc. | 742 | $70.0K | 0.00% | +247+49.9% | 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 |