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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 727 | $67.0K | 0.00% | +600+472.4% | Added |
| Deseret Mutual Benefit Administrators | 712 | $66.0K | 0.01% | +61+9.4% | Added |
| State of Wyoming | 717 | $66.0K | 0.04% | +240+50.3% | Added |
| Delta Asset Management LLC | 675 | $62.0K | 0.01% | +225+50.0% | Added |
| Private Capital Group, LLC | 658 | $61.0K | 0.01% | +218+49.5% | Added |
| Penserra Capital Management LLC | 666 | $61.0K | 0.00% | +262+64.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 624 | $58.0K | 0.02% | +208+50.0% | Added |
| Parallel Advisors, LLC | 563 | $52.0K | 0.00% | +263+87.7% | Added |
| SOA Wealth Advisors, LLC. | 545 | $50.0K | 0.01% | +178+48.5% | Added |
| TD Ameritrade Investment Management, LLC | 636 | $46.0K | 0.00% | +44+7.4% | Added |
| Resources Management Corp | 472 | $44.0K | 0.01% | +157+49.8% | Added |
| Smith Group Asset Management, LLC | 433 | $40.0K | 0.00% | +433 | New |
| CX Institutional | 389 | $36.0K | 0.00% | +132+51.4% | Added |
| Quadrant Capital Group LLC | 390 | $36.0K | 0.01% | +199+104.2% | Added |
| Trust Co | 379 | $35.0K | 0.01% | +126+49.8% | Added |
| Front Row Advisors LLC | 373 | $35.0K | 0.01% | +124+49.8% | Added |
| Parallax Volatility Advisers, L.P. | 365 | $34.0K | 0.00% | −8,846−96.0% | Reduced |
| Harvest Fund Management Co., Ltd | 375 | $34.0K | 0.01% | +125+50.0% | Added |
| Laurel Wealth Advisors LLC | 359 | $33.0K | 0.01% | +119+49.6% | Added |
| Advisors Asset Management, Inc. | 346 | $32.0K | 0.00% | −148−30.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 316 | $29.0K | 0.00% | +105+49.8% | Added |
| Harbour Investments, Inc. | 304 | $28.0K | 0.00% | +88+40.7% | Added |
| Salem Investment Counselors Inc | 300 | $28.0K | 0.00% | +100+50.0% | Added |
| Bray Capital Advisors | 300 | $28.0K | 0.01% | +100+50.0% | Added |
| FinTrust Capital Advisors, LLC | 292 | $27.0K | 0.01% | +15+5.4% | Added |
| Stephenson National Bank & Trust | 278 | $26.0K | 0.02% | +93+50.3% | Added |
| Country Trust Bank | 277 | $26.0K | 0.00% | +127+84.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 256 | $24.0K | 0.01% | +85+49.7% | Added |
| Farmers & Merchants Investments Inc | 247 | $23.0K | 0.00% | +81+48.8% | Added |
| Hall Laurie J Trustee | 215 | $20.0K | 0.01% | −15−6.5% | Reduced |
| Parkside Financial Bank & Trust | 205 | $19.0K | 0.01% | +57+38.5% | Added |
| Gemmer Asset Management LLC | 211 | $19.0K | 0.00% | +70+49.6% | Added |
| MUFG Americas Holdings Corp | 197 | $18.0K | 0.00% | +197 | New |
| Valley National Advisers Inc | 172 | $16.0K | 0.00% | +57+49.6% | Added |
| Financial Management Professionals, Inc. | 150 | $14.0K | 0.00% | +50+50.0% | Added |
| Lenox Wealth Advisors, LLC | 150 | $14.0K | 0.00% | +50+50.0% | Added |
| Jones Financial Companies LLLP | 129 | $12.0K | 0.00% | +43+50.0% | Added |
| Meeder Asset Management Inc | 116 | $11.0K | 0.00% | −40−25.6% | Reduced |
| Assetmark, Inc | 123 | $11.0K | 0.00% | +41+50.0% | Added |
| Prestige Wealth Management Group LLC | 111 | $10.0K | 0.00% | +37+50.0% | Added |
| TCI Wealth Advisors, Inc. | 111 | $10.0K | 0.00% | +62+126.5% | Added |
| Vigilant Capital Management, LLC | 113 | $10.0K | 0.00% | +113 | New |
| Bell Investment Advisors, Inc | 100 | $9.00K | 0.00% | +100 | New |
| Hexagon Capital Partners LLC | 85 | $8.00K | 0.00% | +28+49.1% | Added |
| Carolinas Wealth Consulting LLC | 75 | $7.00K | 0.00% | +25+50.0% | Added |
| HM Payson & Co | 74 | $7.00K | 0.00% | +25+51.0% | Added |
| Lindbrook Capital, LLC | 73 | $7.00K | 0.00% | +24+49.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 75 | $7.00K | 0.00% | +25+50.0% | Added |
| JJJ Advisors Inc. | 75 | $7.00K | 0.00% | +75 | New |
| Guidance Point Advisors, LLC | 81 | $7.00K | 0.00% | +81 | New |
| Fieldpoint Private Securities, LLC | 70 | $6.00K | 0.00% | +50+250.0% | Added |
| Liberty Wealth Management LLC | 64 | $6.00K | 0.00% | +43+204.8% | Added |
| Allworth Financial LP | 60 | $6.00K | 0.00% | +60 | New |
| D'Orazio & Associates, Inc. | 66 | $6.00K | 0.00% | +66 | New |
| Massmutual Trust Co FSB | 58 | $5.00K | 0.00% | +19+48.7% | Added |
| Sandy Spring Bank | 51 | $5.00K | 0.00% | +17+50.0% | Added |
| Copeland Capital Management, LLC | 49 | $5.00K | 0.00% | +16+48.5% | Added |
| Glassman Wealth Services | 58 | $5.00K | 0.00% | +37+176.2% | Added |
| Meridian Wealth Partners, LLC | 58 | $5.00K | 0.00% | +58 | New |
| MV Capital Management, Inc. | 46 | $4.00K | 0.00% | +19+70.4% | Added |
| Concord Wealth Partners | 45 | $4.00K | 0.00% | +15+50.0% | Added |
| Syverson Strege & Co | 39 | $4.00K | 0.00% | +39 | New |
| BerganKDV Wealth Management, LLC | 33 | $3.00K | 0.00% | +11+50.0% | Added |
| McIlrath & Eck, LLC | 32 | $3.00K | 0.00% | +11+52.4% | Added |
| Manchester Capital Management LLC | 28 | $3.00K | 0.00% | +20+250.0% | Added |
| Raffa Wealth Management, LLC | 30 | $2.77K | 0.00% | +10+50.0% | Added |
| Brown Brothers Harriman & Co | 19 | $2.00K | 0.00% | +6+46.2% | Added |
| Clearstead Advisors, LLC | 25 | $2.00K | 0.00% | +9+56.3% | Added |
| Tarbox Family Office, Inc. | 18 | $2.00K | 0.00% | +6+50.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 18 | $2.00K | 0.00% | +6+50.0% | Added |
| Retirement Group, LLC | 19 | $2.00K | 0.00% | +6+46.2% | Added |
| Ci Investments Inc. | 22 | $2.00K | 0.00% | +22 | New |
| Baystate Wealth Management LLC | 27 | $2.00K | 0.00% | +27 | New |
| Bartlett & Co. LLC | 21 | $2.00K | 0.00% | +21 | New |
| Bartlett & Co. Wealth Management LLC | 21 | $1.94K | 0.00% | +21 | New |
| Leonteq Securities AG | 12 | $1.11K | 0.00% | +4+50.0% | Added |
| C M Bidwell & Associates Ltd | 16 | $1.00K | 0.00% | +5+45.5% | Added |
| Evoke Wealth, LLC | 15 | $1.00K | 0.00% | +5+50.0% | Added |
| TFC Financial Management | 9 | $1.00K | 0.00% | +3+50.0% | Added |
| Addison Advisors LLC | 12 | $1.00K | 0.00% | +12 | New |
| WestEnd Advisors, LLC | – | $92 | 0.00% | – | – |
| Arkadios Wealth Advisors | 2 | $0 | 0.00% | +1+100.0% | Added |
| Versant Capital Management, Inc | 3 | $0 | 0.00% | +3 | New |
| Crestline Management, LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −26,073−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −14,175−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −12,237−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −7,598−100.0% | Sold out |
| SummerHaven Investment Management, LLC | 0 | $0 | 0.00% | −6,264−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −4,482−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −4,324−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −4,116−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −4,109−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,986−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −3,969−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −3,651−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −3,422−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −3,154−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −3,157−100.0% | Sold out |