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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.

Institutional holdersQ4 2021: 638 institutions
Q1 2021: 552 institutionsQ2 2021: 565 institutionsQ3 2021: 583 institutionsQ4 2021: 638 institutionsQ1 2022: 664 institutionsQ2 2022: 657 institutionsQ3 2022: 666 institutionsQ4 2022: 701 institutionsQ1 2023: 664 institutionsQ2 2023: 644 institutionsQ3 2023: 658 institutionsQ4 2023: 720 institutionsQ1 2024: 729 institutionsQ2 2024: 751 institutionsQ3 2024: 768 institutionsQ4 2024: 840 institutionsQ1 2025: 858 institutionsQ2 2025: 857 institutionsQ3 2025: 894 institutionsQ4 2025: 936 institutionsQ1 2026: 925 institutionsQ2 2026: 904 institutions
Value heldQ4 2021: $15.5B
Q1 2021: $12.3BQ2 2021: $13.2BQ3 2021: $14.0BQ4 2021: $15.5BQ1 2022: $17.3BQ2 2022: $14.3BQ3 2022: $16.1BQ4 2022: $17.5BQ1 2023: $14.8BQ2 2023: $16.5BQ3 2023: $15.7BQ4 2023: $17.4BQ1 2024: $19.9BQ2 2024: $18.9BQ3 2024: $19.1BQ4 2024: $23.9BQ1 2025: $21.8BQ2 2025: $23.8BQ3 2025: $26.0BQ4 2025: $24.6BQ1 2026: $22.0BQ2 2026: $23.1B
Institutions holding RJF and their total value by quarter
QuarterHoldersValue
Q2 2026904$23.1B
Q1 2026925$22.0B
Q4 2025936$24.6B
Q3 2025894$26.0B
Q2 2025857$23.8B
Q1 2025858$21.8B
Q4 2024840$23.9B
Q3 2024768$19.1B
Q2 2024751$18.9B
Q1 2024729$19.9B
Q4 2023720$17.4B
Q3 2023658$15.7B
Q2 2023644$16.5B
Q1 2023664$14.8B
Q4 2022701$17.5B
Q3 2022666$16.1B
Q2 2022657$14.3B
Q1 2022664$17.3B
Q4 2021638$15.5B
Q3 2021583$14.0B
Q2 2021565$13.2B
Q1 2021552$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.

Institutions holding RJF in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
New England Professional Planning Group Inc.36,090$00.00%+2,250+6.6%Added
Versant Capital Management, Inc3$00.00%00.0%Unchanged
WestEnd Advisors, LLC2$2000.00%––
TFC Financial Management9$1.00K0.00%00.0%Unchanged
Surevest, LLC7$1.00K0.00%+7New
Capital Advisors, Ltd. LLC8$1.00K0.00%+8New
Brown Brothers Harriman & Co19$2.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.18$2.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC18$2.00K0.00%00.0%Unchanged
Retirement Group, LLC19$2.00K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd16$2.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.15$2.00K0.00%+15New
Snowden Capital Advisors LLC31$3.00K0.00%−2,494−98.8%Reduced
Manchester Capital Management LLC28$3.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC33$3.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC32$3.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC27$3.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc25$3.00K0.00%+25New
Centerpoint Advisors, LLC30$3.00K0.00%+30New
Schubert & Co30$3.00K0.00%+30New
Raffa Wealth Management, LLC30$3.01K0.00%00.0%Unchanged
Albion Financial Group40$4.00K0.00%+40New
JFS Wealth Advisors, LLC38$4.00K0.00%+38New
KB Financial Partners, LLC36$4.00K0.00%+36New
Fortitude Advisory Group L.L.C.42$4.00K0.00%+42New
Sandy Spring Bank51$5.00K0.00%00.0%Unchanged
Copeland Capital Management, LLC49$5.00K0.00%00.0%Unchanged
MV Capital Management, Inc.51$5.00K0.00%+5+10.9%Added
Plante Moran Financial Advisors, LLC52$5.00K0.00%+52New
Curi Capital51$5.00K0.00%+51New
Massmutual Trust Co FSB57$6.00K0.00%−1−1.7%Reduced
Concord Wealth Partners65$6.00K0.00%+20+44.4%Added
Addison Advisors LLC64$6.00K0.00%+52+433.3%Added
Signet Financial Management, LLC62$6.00K0.00%+62New
Bedel Financial Consulting, Inc.57$6.00K0.00%+57New
HM Payson & Co73$7.00K0.00%−1−1.4%Reduced
Lindbrook Capital, LLC73$7.00K0.00%00.0%Unchanged
Amplius Wealth Advisors, LLC71$7.00K0.00%+71New
JJJ Advisors Inc.75$8.00K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.75$8.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC80$8.00K0.00%+5+6.7%Added
Fieldpoint Private Securities, LLC80$8.00K0.00%+10+14.3%Added
Tucker Asset Management LLC81$8.18K0.00%+81New
Zions Bancorporation, N.A.89$9.00K0.00%−8,147−98.9%Reduced
Hexagon Capital Partners LLC85$9.00K0.00%00.0%Unchanged
Vigilant Capital Management, LLC97$10.0K0.00%−16−14.2%Reduced
Bell Investment Advisors, Inc100$10.0K0.00%00.0%Unchanged
Aquatic Capital Management LLC100$10.0K0.02%+100New
TCI Wealth Advisors, Inc.111$11.0K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC111$11.0K0.00%00.0%Unchanged
Jones Financial Companies LLLP128$13.0K0.00%−1−0.8%Reduced
Lenox Wealth Advisors, LLC150$15.0K0.00%00.0%Unchanged
Harbour Investments, Inc.160$16.0K0.00%−144−47.4%Reduced
First Community Trust NA163$16.4K0.01%+163New
Cullen/Frost Bankers, Inc.170$17.0K0.00%−759−81.7%Reduced
Valley National Advisers Inc172$17.0K0.00%00.0%Unchanged
Allworth Financial LP165$17.0K0.00%+105+175.0%Added
Glassman Wealth Services170$17.0K0.00%+112+193.1%Added
Covestor Ltd179$18.0K0.03%+179New
MUFG Americas Holdings Corp196$20.0K0.00%−1−0.5%Reduced
Gemmer Asset Management LLC211$21.0K0.00%00.0%Unchanged
Hall Laurie J Trustee215$22.0K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc247$25.0K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.256$26.0K0.01%00.0%Unchanged
Future Financial Wealth Managment LLC259$27.0K0.02%+259New
Stephenson National Bank & Trust277$28.0K0.02%−1−0.4%Reduced
Country Trust Bank277$28.0K0.00%00.0%Unchanged
Evoke Wealth, LLC282$28.0K0.00%+267+1,780.0%Added
FinTrust Capital Advisors, LLC292$29.0K0.01%00.0%Unchanged
Bray Capital Advisors300$30.0K0.01%00.0%Unchanged
Operose Advisors LLC300$30.0K0.02%+300New
Washington Trust Advisors, Inc.313$31.0K0.00%+313New
Benjamin F. Edwards & Company, Inc.317$32.0K0.00%+1+0.3%Added
Parkside Financial Bank & Trust327$33.0K0.01%+122+59.5%Added
CWM, LLC337$34.0K0.00%+337New
Front Row Advisors LLC359$36.0K0.01%−14−3.8%Reduced
Laurel Wealth Advisors LLC359$36.0K0.01%00.0%Unchanged
Harvest Fund Management Co., Ltd375$37.0K0.01%00.0%Unchanged
First Quadrant L P372$37.0K0.00%+372New
CVA Family Office, LLC367$37.0K0.01%+367New
Trust Co379$38.0K0.01%00.0%Unchanged
Tilia Fiduciary Partners, Inc.398$40.0K0.03%+398New
Quadrant Capital Group LLC447$45.0K0.01%+57+14.6%Added
Resources Management Corp472$47.0K0.01%00.0%Unchanged
Smith Group Asset Management, LLC473$47.0K0.00%+40+9.2%Added
Repertoire Partners LP500$50.0K0.04%+500New
Umb Bank N A512$51.0K0.00%+512New
SOA Wealth Advisors, LLC.545$55.0K0.01%00.0%Unchanged
NuWave Investment Management, LLC546$55.0K0.06%+546New
DuPont Capital Management Corp615$62.0K0.00%−230−27.2%Reduced
Moisand Fitzgerald Tamayo, LLC624$63.0K0.02%00.0%Unchanged
FourThought Financial, LLC650$65.0K0.01%−193−22.9%Reduced
Private Capital Group, LLC659$66.0K0.01%+1+0.2%Added
State of Wyoming680$68.0K0.03%−37−5.2%Reduced
Delta Asset Management LLC675$68.0K0.01%00.0%Unchanged
TD Ameritrade Investment Management, LLC690$69.0K0.00%+54+8.5%Added
Deseret Mutual Benefit Administrators712$71.0K0.01%00.0%Unchanged
Whittier Trust Co722$72.0K0.00%−5−0.7%Reduced
Geneos Wealth Management Inc.742$74.0K0.00%00.0%Unchanged
Denali Advisors LLC750$75.0K0.03%00.0%Unchanged