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, Q4 2021
Institutional positions in Raymond James Financial Inc as of Dec 31, 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
- 638
- +62 vs. Q3 2021
- Shares held
- 160.1M
- +3.56M (+2.3%) vs. Q3 2021
- Total value
- $15.5B
- +$1.57B (+11.3%) vs. Q3 2021
- New holders
- 110
- 212 more added
- Sold out
- 48
- 213 more reduced
7 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 21,279,539 | $2.14B | 0.05% | +162,572+0.8% | Added |
| BlackRock Inc. | 18,305,138 | $1.84B | 0.05% | −429,957−2.3% | Reduced |
| Primecap Management Co | 10,264,364 | $1.03B | 0.71% | +279,622+2.8% | Added |
| State Street Corp | 9,297,706 | $933.5M | 0.04% | +585,911+6.7% | Added |
| FMR LLC | 4,127,030 | $414.4M | 0.03% | +343,283+9.1% | Added |
| Geode Capital Management, LLC | 3,706,246 | $371.4M | 0.04% | +25,573+0.7% | Added |
| Price T Rowe Associates Inc | 3,374,982 | $338.8M | 0.03% | −1,336,730−28.4% | Reduced |
| Earnest Partners LLC | 3,215,836 | $322.9M | 1.86% | −2,738−0.1% | Reduced |
| Wellington Management Group LLP | 3,118,909 | $313.1M | 0.05% | −318,375−9.3% | Reduced |
| JPMorgan Chase & Co | 3,080,307 | $309.3M | 0.04% | −59,473−1.9% | Reduced |
| Bank of America Corp | 2,530,943 | $254.1M | 0.03% | +25,345+1.0% | Added |
| Brave Warrior Advisors, LLC | 2,232,515 | $224.1M | 7.14% | −36,002−1.6% | Reduced |
| Northern Trust Corp | 2,197,833 | $220.7M | 0.04% | −7000.0% | Reduced |
| APG Asset Management N.V. | 2,371,112 | $209.3M | 0.36% | −287,456−10.8% | Reduced |
| Invesco Ltd. | 2,036,295 | $204.4M | 0.05% | −300,627−12.9% | Reduced |
| Massachusetts Financial Services Co | 1,844,644 | $185.2M | 0.05% | +14,890+0.8% | Added |
| Norges Bank | 1,755,069 | $176.2M | 0.04% | −5,608−0.3% | Reduced |
| Legal & General Group Plc | 1,607,819 | $161.4M | 0.05% | −81,064−4.8% | Reduced |
| Quest Capital Management Inc | 1,585,261 | $159.2M | 27.35% | −13,971−0.9% | Reduced |
| Congress Asset Management Co | 1,498,710 | $150.5M | 1.15% | −88,931−5.6% | Reduced |
| Bank of New York Mellon Corp | 1,492,058 | $149.8M | 0.03% | +51,719+3.6% | Added |
| Dimensional Fund Advisors LP | 1,425,950 | $143.2M | 0.04% | −22,474−1.6% | Reduced |
| Thrivent Financial for Lutherans | 1,419,361 | $142.5M | 0.27% | +280,107+24.6% | Added |
| Southpoint Capital Advisors LP | 1,400,000 | $140.6M | 2.70% | +200,000+16.7% | Added |
| Goldman Sachs Group Inc | 1,330,752 | $133.6M | 0.03% | +240,552+22.1% | Added |
| Charles Schwab Investment Management Inc | 1,314,978 | $132.0M | 0.04% | +29,566+2.3% | Added |
| Citadel Advisors LLC | 1,238,937 | $124.4M | 0.13% | +400,450+47.8% | Added |
| Marshall Wace, LLP | 1,193,195 | $119.8M | 0.24% | +1,188,352+24,537.5% | Added |
| Fisher Asset Management, LLC | 1,155,665 | $116.0M | 0.06% | −28,232−2.4% | Reduced |
| Harfst & Associates, Inc. | 1,143,648 | $114.8M | 29.22% | +713+0.1% | Added |
| Tredje AP-fonden | 6,684,938 | $108.0M | 2.10% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 913,748 | $91.7M | 0.04% | −27,053−2.9% | Reduced |
| Prudential Financial Inc | 876,925 | $88.0M | 0.11% | −79,378−8.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 856,978 | $86.0M | 0.83% | +409,944+91.7% | Added |
| Bain Capital Public Equity Management II, LLC | 851,391 | $85.5M | 3.13% | +851,391 | New |
| Advent International Corp | 809,355 | $81.3M | 0.34% | 00.0% | Unchanged |
| Principal Financial Group Inc | 790,188 | $78.6M | 0.05% | +39,127+5.2% | Added |
| Jacobs Levy Equity Management, Inc | 715,015 | $71.8M | 0.48% | +85,624+13.6% | Added |
| Morgan Stanley | 656,258 | $65.9M | 0.01% | +17,850+2.8% | Added |
| Pinebridge Investments, L.P. | 648,536 | $65.1M | 0.67% | +46,261+7.7% | Added |
| New York State Common Retirement Fund | 629,312 | $63.2M | 0.06% | +32,804+5.5% | Added |
| Palisade Capital Management LLC | 619,286 | $62.2M | 1.26% | −4,676−0.7% | Reduced |
| Nuveen Asset Management, LLC | 617,882 | $62.0M | 0.02% | −40,692−6.2% | Reduced |
| Deutsche Bank AG | 590,469 | $59.3M | 0.03% | +3,034+0.5% | Added |
| Ameriprise Financial Inc | 577,606 | $57.9M | 0.02% | +392,001+211.2% | Added |
| Millennium Management LLC | 551,379 | $55.4M | 0.06% | +528,891+2,351.9% | Added |
| Parametric Portfolio Associates LLC | 545,982 | $54.8M | 0.03% | −63,557−10.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 508,270 | $51.0M | 0.03% | −31,529−5.8% | Reduced |
| Royal Bank of Canada | 497,850 | $50.0M | 0.01% | −52,745−9.6% | Reduced |
| Macquarie Group Ltd | 494,708 | $49.7M | 0.04% | +565+0.1% | Added |
| HSBC Holdings PLC | 493,639 | $49.7M | 0.05% | −68,594−12.2% | Reduced |
| Prana Capital Management, LP | 492,133 | $49.4M | 3.90% | +211,073+75.1% | Added |
| Schroder Investment Management Group | 486,758 | $48.9M | 0.07% | +23,570+5.1% | Added |
| Martingale Asset Management L P | 482,568 | $48.5M | 0.62% | −27,013−5.3% | Reduced |
| Premier Fund Managers Ltd | 478,200 | $48.3M | 1.55% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 456,672 | $45.9M | 0.02% | +188,800+70.5% | Added |
| Barclays PLC | 445,387 | $44.7M | 0.03% | +32,060+7.8% | Added |
| Holocene Advisors, LP | 438,486 | $44.0M | 0.23% | +438,486 | New |
| Wells Fargo & Company | 436,247 | $43.8M | 0.01% | −140,351−24.3% | Reduced |
| California Public Employees Retirement System | 418,411 | $42.0M | 0.03% | −14,554−3.4% | Reduced |
| First Trust Advisors LP | 374,210 | $37.6M | 0.04% | +63,902+20.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 336,530 | $33.8M | 0.35% | −8,147−2.4% | Reduced |
| Envestnet Asset Management Inc | 335,165 | $33.7M | 0.02% | +30,972+10.2% | Added |
| Russell Investments Group, Ltd. | 334,803 | $33.6M | 0.05% | +27,141+8.8% | Added |
| Federated Hermes, Inc. | 324,170 | $32.5M | 0.06% | +322,983+27,210.0% | Added |
| California State Teachers Retirement System | 324,129 | $32.5M | 0.04% | +5,661+1.8% | Added |
| Point72 Asset Management, L.P. | 321,733 | $32.3M | 0.14% | +321,733 | New |
| Raymond James & Associates | 319,527 | $32.1M | 0.03% | +40,769+14.6% | Added |
| National Pension Service | 316,994 | $31.8M | 0.06% | −13,832−4.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 311,849 | $31.5M | 0.11% | +19,110+6.5% | Added |
| TD Asset Management Inc | 308,591 | $31.0M | 0.03% | +101,634+49.1% | Added |
| Nordea Investment Management AB | 299,342 | $30.2M | 0.04% | +233,047+351.5% | Added |
| Davis Capital Partners, LLC | 300,000 | $30.1M | 1.44% | +100,000+50.0% | Added |
| Iat Reinsurance Co Ltd. | 298,125 | $29.9M | 4.91% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 297,436 | $29.9M | 0.49% | −17,285−5.5% | Reduced |
| SEI Investments Co | 295,046 | $29.6M | 0.06% | +4,138+1.4% | Added |
| Geneva Capital Management LLC | 292,118 | $29.3M | 0.47% | −7,586−2.5% | Reduced |
| Renaissance Technologies LLC | 287,662 | $28.9M | 0.04% | +4,500+1.6% | Added |
| Rhumbline Advisers | 285,482 | $28.7M | 0.04% | +6,843+2.5% | Added |
| Pinnacle Associates Ltd | 277,859 | $27.9M | 0.48% | −1,843−0.7% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 273,033 | $27.4M | 2.02% | −6,849−2.4% | Reduced |
| Los Angeles Capital Management LLC | 268,072 | $26.9M | 0.10% | −25,466−8.7% | Reduced |
| Credit Suisse AG | 251,608 | $25.3M | 0.02% | −1,592−0.6% | Reduced |
| State Board of Administration of Florida Retirement System | 245,592 | $24.7M | 0.04% | +21,282+9.5% | Added |
| New York State Teachers Retirement System | 233,313 | $23.4M | 0.05% | +2,241+1.0% | Added |
| CIBC Private Wealth Group, LLC | 231,850 | $23.3M | 0.05% | −12,550−5.1% | Reduced |
| Loomis Sayles & Co L P | 228,961 | $23.0M | 0.03% | −466−0.2% | Reduced |
| Gillson Capital LP | 223,535 | $22.4M | 1.46% | −69,954−23.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 223,133 | $22.4M | 0.04% | −8,585−3.7% | Reduced |
| Citigroup Inc | 207,278 | $20.8M | 0.02% | +51,567+33.1% | Added |
| Cubist Systematic Strategies, LLC | 204,918 | $20.6M | 0.20% | +180,387+735.3% | Added |
| Panagora Asset Management Inc | 202,309 | $20.3M | 0.11% | −18,151−8.2% | Reduced |
| Mercer Global Advisors Inc | 201,409 | $20.2M | 0.12% | −5,057−2.4% | Reduced |
| Eaton Vance Management | 199,382 | $20.0M | 0.02% | +10,311+5.5% | Added |
| PB Investment Partners, L.P. | 197,453 | $19.8M | 15.41% | +197,453 | New |
| Adage Capital Partners GP, L.L.C. | 197,350 | $19.8M | 0.04% | +10,200+5.5% | Added |
| Natixis Advisors, L.P. | 194,099 | $19.5M | 0.07% | +2,615+1.4% | Added |
| Putnam Investments LLC | 192,992 | $19.4M | 0.03% | −32,080−14.3% | Reduced |
| Glenmede Trust Co NA | 178,760 | $17.9M | 0.09% | −10,780−5.7% | Reduced |
| Cookson Peirce & Co Inc | 178,346 | $17.9M | 1.00% | −133−0.1% | Reduced |