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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 761 | $76.0K | 0.00% | +198+35.2% | Added |
| Eagle Bay Advisors LLC | 770 | $78.0K | 0.05% | −228−22.8% | Reduced |
| Bessemer Group Inc | 777 | $79.0K | 0.00% | +2+0.3% | Added |
| Assetmark, Inc | 824 | $83.0K | 0.00% | +701+569.9% | Added |
| Caldwell Trust Co | 869 | $87.2K | 0.01% | 00.0% | Unchanged |
| AIA Group Ltd | 872 | $88.0K | 0.00% | +872 | New |
| GraniteShares Advisors LLC | 972 | $97.0K | 0.04% | +972 | New |
| Cambridge Trust Co | 1,020 | $102.0K | 0.00% | +1,020 | New |
| EverSource Wealth Advisors, LLC | 1,043 | $105.0K | 0.03% | +1,043 | New |
| Coastal Capital Group, Inc. | 1,118 | $112.0K | 0.03% | +1+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,123 | $112.7K | 0.00% | −1−0.1% | Reduced |
| Exane Derivatives | 1,241 | $124.6K | 0.03% | −219−15.0% | Reduced |
| National Bank of Canada | 1,247 | $125.0K | 0.00% | +1,247 | New |
| Smithfield Trust Co | 1,249 | $127.0K | 0.01% | −71−5.4% | Reduced |
| SG Americas Securities, LLC | 1,331 | $134.0K | 0.00% | −319−19.3% | Reduced |
| Rockefeller Capital Management L.P. | 1,351 | $135.0K | 0.00% | −882−39.5% | Reduced |
| Deane Retirement Strategies, Inc. | 1,507 | $151.0K | 0.08% | 00.0% | Unchanged |
| Castleview Partners, LLC | 15,260 | $152.0K | 0.00% | +15,260 | New |
| AlphaCentric Advisors LLC | 1,519 | $153.0K | 0.04% | +1,519 | New |
| Altshuler Shaham Ltd | 1,566 | $157.0K | 0.00% | +1,566 | New |
| Sentry Investment Management LLC | 1,639 | $165.0K | 0.04% | −1−0.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,732 | $174.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,750 | $175.0K | 0.00% | +1,750 | New |
| First Horizon Advisors, Inc. | 1,852 | $184.0K | 0.01% | +14+0.8% | Added |
| Central Trust Co | 1,879 | $189.0K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 2,007 | $201.6K | 0.02% | +2,007 | New |
| Tokio Marine Asset Management Co Ltd | 2,047 | $206.0K | 0.02% | +2,047 | New |
| Financial Insights, Inc. | 2,061 | $207.0K | 0.18% | +2,061 | New |
| Bill Few Associates, Inc. | 2,095 | $210.0K | 0.11% | +2,095 | New |
| First Bank & Trust | 2,107 | $211.0K | 0.09% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 2,117 | $213.0K | 0.07% | +2,117 | New |
| Schechter Investment Advisors, LLC | 2,160 | $217.0K | 0.02% | +2,160 | New |
| Arbor Investment Advisors, LLC | 2,181 | $219.0K | 0.04% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 2,200 | $221.0K | 0.02% | −50−2.2% | Reduced |
| Intersect Capital LLC | 2,206 | $221.0K | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,211 | $222.0K | 0.01% | +2,211 | New |
| PGGM Investments | 2,230 | $224.0K | 0.00% | 00.0% | Unchanged |
| Banco Santander, S.A. | 2,242 | $225.0K | 0.00% | +2,242 | New |
| Verition Fund Management LLC | 2,292 | $230.0K | 0.00% | −3,090−57.4% | Reduced |
| Salem Investment Counselors Inc | 2,325 | $233.0K | 0.01% | +2,025+675.0% | Added |
| Spire Wealth Management | 2,345 | $235.0K | 0.01% | +10+0.4% | Added |
| Appleton Partners Inc | 2,362 | $237.0K | 0.02% | +2,362 | New |
| YHB Investment Advisors, Inc. | 2,397 | $241.0K | 0.02% | −30−1.2% | Reduced |
| Banque Cantonale Vaudoise | 2,400 | $241.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,399 | $241.0K | 0.01% | +149+6.6% | Added |
| qPULA Trading Management LP | 2,421 | $243.0K | 0.43% | +2,421 | New |
| Checchi Capital Advisers, LLC | 2,451 | $246.0K | 0.03% | +52+2.2% | Added |
| Veriti Management LLC | 2,460 | $247.0K | 0.03% | −1,760−41.7% | Reduced |
| Ieq Capital, LLC | 2,456 | $247.0K | 0.01% | +2,456 | New |
| Legacy Financial Advisors, Inc. | 2,530 | $254.0K | 0.06% | +127+5.3% | Added |
| Vestmark Advisory Solutions, Inc. | 2,553 | $256.0K | 0.01% | +150+6.2% | Added |
| Ameritas Investment Partners, Inc. | 2,605 | $261.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 2,610 | $262.0K | 0.01% | +138+5.6% | Added |
| Meeder Asset Management Inc | 2,624 | $263.0K | 0.03% | +2,508+2,162.1% | Added |
| Principle Wealth Partners LLC | 2,625 | $264.0K | 0.03% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,700 | $271.0K | 0.13% | 00.0% | Unchanged |
| Carroll Investors, Inc | 2,700 | $271.0K | 0.15% | +2,700 | New |
| Vestcor Inc | 2,711 | $272.0K | 0.01% | −506−15.7% | Reduced |
| Calton & Associates, Inc. | 2,715 | $272.0K | 0.07% | 00.0% | Unchanged |
| Bokf, NA | 2,761 | $277.0K | 0.00% | +124+4.7% | Added |
| Sutton Wealth Advisors Inc. | 2,766 | $277.7K | 0.09% | 00.0% | Unchanged |
| Doyle Wealth Management | 2,771 | $278.0K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 2,804 | $281.0K | 0.00% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 2,826 | $284.0K | 0.08% | −30−1.1% | Reduced |
| Syntax Advisors, LLC | 2,826 | $284.0K | 0.21% | +2,826 | New |
| H. L. Ormond & Company, LLC | 2,500 | $287.0K | 0.34% | +2,500 | New |
| Profund Advisors LLC | 2,868 | $288.0K | 0.01% | +287+11.1% | Added |
| Canandaigua National Corp | 2,894 | $291.0K | 0.04% | −41−1.4% | Reduced |
| Blue Chip Partners, Inc. | 2,898 | $291.0K | 0.04% | +8+0.3% | Added |
| Empirical Finance, LLC | 2,937 | $295.0K | 0.03% | +605+25.9% | Added |
| Navellier & Associates Inc | 2,946 | $296.0K | 0.04% | +2,946 | New |
| Moseley Investment Management Inc | 2,971 | $298.0K | 0.14% | 00.0% | Unchanged |
| Seeyond | 2,981 | $299.0K | 0.03% | 00.0% | Unchanged |
| Clarus Group, Inc. | 3,077 | $302.0K | 0.20% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,010 | $302.0K | 0.03% | +1,003+50.0% | Added |
| Cetera Investment Advisers | 3,032 | $304.0K | 0.00% | −2,547−45.7% | Reduced |
| Evercore Wealth Management, LLC | 3,028 | $304.0K | 0.00% | −126−4.0% | Reduced |
| Ci Investments Inc. | 3,032 | $304.0K | 0.00% | +3,010+13,681.8% | Added |
| Nicholas Hoffman & Company, LLC. | 3,033 | $305.0K | 0.01% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 3,082 | $309.0K | 0.01% | −120−3.7% | Reduced |
| IBM Retirement Fund | 3,087 | $310.0K | 0.04% | −2,139−40.9% | Reduced |
| American Trust | 3,111 | $312.0K | 0.02% | +3,111 | New |
| Greenleaf Trust | 3,163 | $318.0K | 0.00% | +122+4.0% | Added |
| Legacy Wealth Asset Management, LLC | 3,191 | $320.0K | 0.11% | −103−3.1% | Reduced |
| Symmetry Partners, LLC | 3,189 | $320.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 3,223 | $325.0K | 0.02% | −6,500−66.9% | Reduced |
| Quantinno Capital Management LP | 3,258 | $327.0K | 0.06% | +349+12.0% | Added |
| Fractal Investments LLC | 3,326 | $334.0K | 0.12% | +3,326 | New |
| Corient Capital Partners, LLC | 3,354 | $337.0K | 0.02% | +491+17.1% | Added |
| Cresset Asset Management, LLC | 3,361 | $338.0K | 0.00% | −356−9.6% | Reduced |
| PSI Advisors, LLC | 3,407 | $342.0K | 0.14% | +407+13.6% | Added |
| Pitcairn Co | 3,417 | $343.0K | 0.02% | −61−1.8% | Reduced |
| Nomura Holdings Inc | 3,450 | $346.0K | 0.00% | −2,363−40.7% | Reduced |
| Gateway Investment Advisers LLC | 3,508 | $352.0K | 0.00% | −161−4.4% | Reduced |
| Advisor Partners LLC | 3,555 | $357.0K | 0.02% | +915+34.7% | Added |
| Fulton Bank, N.A. | 3,578 | $359.0K | 0.02% | −100−2.7% | Reduced |
| Skylands Capital, LLC | 3,637 | $364.0K | 0.04% | −901−19.9% | Reduced |
| Citizens Financial Group Inc | 3,741 | $372.0K | 0.01% | +309+9.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,702 | $372.0K | 0.09% | +3,702 | New |
| CWM Advisors, LLC | 3,756 | $377.0K | 0.04% | −7−0.2% | Reduced |