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 |
|---|---|---|---|---|---|
| Arthur M. Cohen & Associates, LLC | 3,750 | $377.0K | 0.07% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 3,765 | $378.0K | 0.01% | −783−17.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 3,812 | $383.0K | 0.10% | −187−4.7% | Reduced |
| Martin Capital Partners, LLC | 3,829 | $384.0K | 0.18% | −188−4.7% | Reduced |
| National Asset Management, Inc. | 3,849 | $387.0K | 0.01% | +519+15.6% | Added |
| Great Valley Advisor Group, Inc. | 3,860 | $388.0K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,918 | $393.0K | 0.01% | −10,267−72.4% | Reduced |
| Novare Capital Management LLC | 3,930 | $395.0K | 0.04% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 4,000 | $402.0K | 0.05% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 4,048 | $406.0K | 0.03% | +4,048 | New |
| Contravisory Investment Management, Inc. | 4,045 | $406.0K | 0.11% | +4,045 | New |
| Quantitative Investment Management, LLC | 4,073 | $408.0K | 0.06% | +4,073 | New |
| Precision Wealth Strategies, LLC | 4,086 | $410.0K | 0.30% | +778+23.5% | Added |
| Manteio Capital LLC | 4,079 | $410.0K | 0.53% | +4,079 | New |
| Forsta Ap-Fonden | 4,100 | $412.0K | 0.00% | +4,100 | New |
| Cetera Advisor Networks LLC | 4,139 | $416.0K | 0.01% | +334+8.8% | Added |
| Redpoint Investment Management Pty Ltd | 4,158 | $417.0K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,188 | $420.0K | 0.02% | +10.0% | Added |
| Cigna Investments Inc | 4,206 | $422.0K | 0.03% | −1,502−26.3% | Reduced |
| Vontobel Holding Ltd. | 4,178 | $422.0K | 0.00% | −856−17.0% | Reduced |
| Globeflex Capital L P | 4,225 | $424.0K | 0.09% | −9,715−69.7% | Reduced |
| Hollencrest Capital Management | 4,249 | $427.0K | 0.03% | +36+0.9% | Added |
| Global Financial Private Client, LLC | 4,282 | $429.9K | 0.21% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,284 | $430.0K | 0.01% | +128+3.1% | Added |
| Toroso Investments, LLC | 4,375 | $438.0K | 0.01% | +4,375 | New |
| American Portfolios Advisors | 4,409 | $442.7K | 0.01% | +313+7.6% | Added |
| Gsa Capital Partners LLP | 4,448 | $447.0K | 0.06% | +4,448 | New |
| Harbor Investment Advisory, LLC | 4,458 | $448.0K | 0.06% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 4,492 | $449.0K | 0.08% | +4,492 | New |
| Visionary Wealth Advisors | 4,486 | $450.0K | 0.04% | +9+0.2% | Added |
| Bowman & Co S.C. | 4,500 | $452.0K | 0.35% | +4,500 | New |
| Essex Financial Services, Inc. | 4,549 | $457.0K | 0.05% | −197−4.2% | Reduced |
| 44 Wealth Management LLC | 4,548 | $457.0K | 0.16% | −69−1.5% | Reduced |
| Modera Wealth Management, LLC | 4,552 | $457.0K | 0.02% | +4,552 | New |
| AXA S.A. | 4,571 | $459.0K | 0.00% | −120,266−96.3% | Reduced |
| Forum Financial Management, LP | 4,663 | $468.0K | 0.02% | +4,663 | New |
| YorkBridge Wealth Partners, LLC | 4,676 | $469.0K | 0.11% | +68+1.5% | Added |
| Agate Pass Investment Management, LLC | 4,718 | $474.0K | 0.29% | +4,718 | New |
| Wedbush Securities Inc | 4,811 | $483.0K | 0.02% | +198+4.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,854 | $487.0K | 0.05% | −23−0.5% | Reduced |
| IFG Advisory, LLC | 4,902 | $492.0K | 0.05% | 00.0% | Unchanged |
| Swedbank AB | 4,904 | $495.4K | 0.00% | 00.0% | Unchanged |
| Dock Street Asset Management Inc | 4,979 | $500.0K | 0.08% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 4,996 | $502.0K | 0.03% | +2,064+70.4% | Added |
| HBK Sorce Advisory LLC | 5,056 | $508.0K | 0.03% | +311+6.6% | Added |
| Integrated Investment Consultants, LLC | 5,072 | $509.0K | 0.14% | −6−0.1% | Reduced |
| FDx Advisors, Inc. | 5,102 | $512.0K | 0.01% | −536−9.5% | Reduced |
| Squarepoint Ops LLC | 5,260 | $528.0K | 0.00% | −320−5.7% | Reduced |
| Veritable, L.P. | 5,319 | $534.0K | 0.01% | +103+2.0% | Added |
| Connable Office Inc | 5,398 | $542.0K | 0.07% | +150+2.9% | Added |
| Williams Jones Wealth Management, LLC. | 5,436 | $546.0K | 0.01% | −10.0% | Reduced |
| Tranquility Partners, LLC | 5,542 | $556.0K | 0.26% | −225−3.9% | Reduced |
| Systematic Alpha Investments, LLC | 5,700 | $572.0K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,718 | $574.0K | 0.00% | +1,177+25.9% | Added |
| Horizon Investments, LLC | 5,818 | $584.0K | 0.02% | +5,818 | New |
| Montag & Caldwell, LLC | 5,851 | $587.0K | 0.06% | +5,851 | New |
| RBA Wealth Management, LLC | 5,884 | $591.0K | 0.28% | +5,884 | New |
| Cavalier Investments, LLC | 5,932 | $596.0K | 0.15% | +5,932 | New |
| Huntington National Bank | 5,964 | $599.0K | 0.01% | +201+3.5% | Added |
| United Capital Financial Advisers, LLC | 5,984 | $601.0K | 0.00% | −4,996−45.5% | Reduced |
| Connectus Wealth, LLC | 6,006 | $603.0K | 0.02% | +6,006 | New |
| Versor Investments LP | 6,090 | $611.0K | 0.02% | +918+17.7% | Added |
| IFP Advisors, Inc | 6,102 | $613.0K | 0.01% | −17−0.3% | Reduced |
| Norinchukin Bank, The | 6,151 | $618.0K | 0.01% | −97−1.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,330 | $636.0K | 0.03% | +6,330 | New |
| Hillsdale Investment Management Inc. | 6,435 | $647.0K | 0.04% | −600−8.5% | Reduced |
| Yorktown Management & Research Co Inc | 6,450 | $648.0K | 0.44% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 6,459 | $648.0K | 0.00% | +547+9.3% | Added |
| Kestra Advisory Services, LLC | 6,667 | $669.0K | 0.01% | −1,345−16.8% | Reduced |
| TD Private Client Wealth LLC | 6,698 | $672.5K | 0.03% | −695−9.4% | Reduced |
| Texas Yale Capital Corp. | 6,750 | $678.0K | 0.03% | 00.0% | Unchanged |
| Signature Wealth Management Group | 6,813 | $684.0K | 0.34% | −1,055−13.4% | Reduced |
| Principal Street Partners, LLC | 6,847 | $687.0K | 0.17% | −1,677−19.7% | Reduced |
| Lido Advisors, LLC | 6,854 | $688.0K | 0.01% | +6,854 | New |
| Baker Tilly Wealth Management, LLC | 6,868 | $690.0K | 0.07% | +1,240+22.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,842 | $691.0K | 0.01% | +6,842 | New |
| Monarch Partners Asset Management LLC | 6,952 | $698.0K | 0.14% | −3,180−31.4% | Reduced |
| Intrust Bank NA | 6,960 | $698.0K | 0.08% | +874+14.4% | Added |
| Covenant Partners, LLC | 7,122 | $715.0K | 0.26% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,164 | $719.0K | 0.02% | +419+6.2% | Added |
| Confluence Wealth Services, Inc. | 7,174 | $720.0K | 0.23% | +7,174 | New |
| West Michigan Advisors, LLC | 7,309 | $734.0K | 0.55% | +7,309 | New |
| Sound Financial Strategies Group, LLC | 7,318 | $735.0K | 0.37% | −173−2.3% | Reduced |
| LMR Partners LLP | 7,337 | $737.0K | 0.01% | +7,337 | New |
| Penserra Capital Management LLC | 7,485 | $750.0K | 0.02% | +6,819+1,023.9% | Added |
| Bailey Value Limited Partnership | 7,500 | $753.0K | 0.85% | +7,500 | New |
| We Are One Seven, LLC | 7,794 | $783.0K | 0.08% | +74+1.0% | Added |
| Community Capital Management, Inc. | 7,900 | $791.0K | 0.85% | +25+0.3% | Added |
| Capital Investment Advisors, LLC | 8,017 | $805.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 8,332 | $837.0K | 0.02% | −79−0.9% | Reduced |
| Saturna Capital CORP | 8,352 | $839.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 8,440 | $847.0K | 0.00% | +182+2.2% | Added |
| J. W. Coons Advisors, LLC | 8,513 | $856.0K | 0.26% | +2,957+53.2% | Added |
| Keybank National Association | 8,641 | $868.0K | 0.00% | +96+1.1% | Added |
| Knowledge Leaders Capital, LLC | 8,711 | $875.0K | 0.64% | −1,019−10.5% | Reduced |
| Chiron Capital Management, LLC | 8,850 | $889.0K | 0.64% | −600−6.3% | Reduced |
| Trust Co of Toledo NA | 8,960 | $900.0K | 0.13% | +207+2.4% | Added |
| Franklin Resources Inc | 9,023 | $906.0K | 0.00% | +389+4.5% | Added |
| RMB Capital Management, LLC | 9,100 | $914.0K | 0.03% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 9,217 | $925.0K | 0.02% | −68−0.7% | Reduced |