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 |
|---|---|---|---|---|---|
| Gryphon Financial Partners LLC | 9,209 | $925.0K | 0.18% | +287+3.2% | Added |
| Consolidated Planning Corp | 9,252 | $929.0K | 0.60% | −600−6.1% | Reduced |
| Industrial Alliance Investment Management Inc. | 9,323 | $936.0K | 0.02% | +9,323 | New |
| Pacer Advisors, Inc. | 9,604 | $964.0K | 0.01% | −2,103−18.0% | Reduced |
| Qtron Investments LLC | 9,706 | $974.0K | 0.22% | +1,293+15.4% | Added |
| Susquehanna Fundamental Investments, LLC | 9,850 | $989.0K | 0.03% | −48,320−83.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,852 | $989.0K | 0.02% | −2,042−17.2% | Reduced |
| Cumberland Partners Ltd | 9,850 | $989.0K | 0.07% | +2,800+39.7% | Added |
| Systematic Financial Management LP | 9,991 | $1.00M | 0.03% | +1,150+13.0% | Added |
| Cornercap Investment Counsel Inc | 10,024 | $1.01M | 0.15% | +10,024 | New |
| Natixis Investment Managers International | 10,072 | $1.01M | 0.06% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 10,215 | $1.03M | 0.02% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 10,413 | $1.04M | 0.32% | −595−5.4% | Reduced |
| Integrated Advisors Network LLC | 10,549 | $1.06M | 0.06% | +25+0.2% | Added |
| JustInvest LLC | 10,734 | $1.08M | 0.06% | +7,352+217.4% | Added |
| Guinness Asset Management LTD | 10,770 | $1.08M | 0.04% | +3,200+42.3% | Added |
| Kentucky Retirement Systems | 11,084 | $1.11M | 0.05% | +173+1.6% | Added |
| Golden Green, Inc. | 11,088 | $1.11M | 0.90% | +11,088 | New |
| MAI Capital Management | 11,139 | $1.12M | 0.02% | −228−2.0% | Reduced |
| Daiwa Securities Group Inc. | 11,199 | $1.12M | 0.01% | +271+2.5% | Added |
| Park Avenue Securities LLC | 11,236 | $1.13M | 0.02% | +1,248+12.5% | Added |
| New Mexico Educational Retirement Board | 11,275 | $1.13M | 0.04% | −800−6.6% | Reduced |
| Oxford Financial Group Ltd | 11,348 | $1.14M | 0.13% | +49+0.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,455 | $1.15M | 0.02% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 11,600 | $1.17M | 0.03% | +51+0.4% | Added |
| Heartland Advisors Inc | 11,741 | $1.18M | 0.07% | −5,738−32.8% | Reduced |
| Occudo Quantitative Strategies LP | 11,830 | $1.19M | 0.11% | +11,830 | New |
| Eqis Capital Management, Inc. | 11,971 | $1.20M | 0.09% | +11,971 | New |
| KBC Group NV | 12,017 | $1.21M | 0.00% | −12,089−50.1% | Reduced |
| Sabal Trust CO | 12,572 | $1.26M | 0.08% | +51+0.4% | Added |
| Xponance, Inc. | 12,682 | $1.27M | 0.02% | +2,309+22.3% | Added |
| Jackson Creek Investment Advisors LLC | 12,948 | $1.30M | 0.47% | −187−1.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 12,951 | $1.30M | 0.02% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 13,137 | $1.32M | 0.91% | −59−0.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 13,458 | $1.35M | 0.00% | +617+4.8% | Added |
| Empire Life Investments Inc. | 13,645 | $1.37M | 0.08% | +995+7.9% | Added |
| High Net Worth Advisory Group LLC | 13,662 | $1.37M | 0.48% | +13,662 | New |
| Teachers Retirement System of the State of Kentucky | 13,681 | $1.37M | 0.01% | −719−5.0% | Reduced |
| Aviance Capital Partners, LLC | 13,890 | $1.40M | 0.23% | −2,362−14.5% | Reduced |
| Storebrand Asset Management AS | 13,941 | $1.40M | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 13,973 | $1.40M | 1.19% | +13,973 | New |
| Elo Mutual Pension Insurance Co | 14,088 | $1.41M | 0.04% | +966+7.4% | Added |
| USA Financial Portformulas Corp | 14,109 | $1.42M | 1.21% | +2,016+16.7% | Added |
| Maryland State Retirement & Pension System | 14,109 | $1.42M | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 14,121 | $1.42M | 0.08% | −202−1.4% | Reduced |
| Atria Investments LLC | 14,232 | $1.43M | 0.03% | +841+6.3% | Added |
| Gyroscope Capital Management Group, LLC | 14,774 | $1.48M | 0.53% | −264−1.8% | Reduced |
| M&T Bank Corp | 14,897 | $1.50M | 0.01% | +1,507+11.3% | Added |
| 9258 Wealth Management, LLC | 15,013 | $1.51M | 0.35% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 15,041 | $1.51M | 0.01% | +129+0.9% | Added |
| Caisse de Depot Et Placement du Quebec | 15,500 | $1.56M | 0.00% | +15,500 | New |
| Securian Asset Management, Inc | 15,577 | $1.56M | 0.03% | +211+1.4% | Added |
| Aft, Forsyth & Sober, LLC | 15,750 | $1.58M | 0.56% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 15,752 | $1.58M | 0.01% | +15,752 | New |
| Baird Financial Group, Inc. | 16,033 | $1.61M | 0.00% | +570+3.7% | Added |
| Shell Asset Management Co | 16,156 | $1.62M | 0.03% | −2,449−13.2% | Reduced |
| Meridian Wealth Advisors, LLC | 16,316 | $1.64M | 0.40% | +200+1.2% | Added |
| Jane Street Group, LLC | 16,593 | $1.67M | 0.00% | +4,273+34.7% | Added |
| Point72 Hong Kong Ltd | 16,662 | $1.67M | 0.14% | −695−4.0% | Reduced |
| White Pine Capital LLC | 16,886 | $1.70M | 0.50% | −601−3.4% | Reduced |
| Crossmark Global Holdings, Inc. | 16,952 | $1.70M | 0.04% | −3,300−16.3% | Reduced |
| Peterson Wealth Services | 16,982 | $1.71M | 1.13% | +16,982 | New |
| Commonwealth Equity Services, LLC | 17,247 | $1.73M | 0.00% | +207+1.2% | Added |
| Mackenzie Financial Corp | 17,747 | $1.78M | 0.00% | −1,694−8.7% | Reduced |
| Tower Research Capital LLC (TRC) | 17,779 | $1.78M | 0.03% | +4,930+38.4% | Added |
| Hartford Investment Management Co | 18,648 | $1.87M | 0.04% | +1,512+8.8% | Added |
| Worth Venture Partners, LLC | 19,077 | $1.92M | 0.95% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 18,142 | $1.94M | 0.44% | +25+0.1% | Added |
| Cascade Investment Advisors, Inc. | 19,552 | $1.96M | 1.15% | −117−0.6% | Reduced |
| Dean Investment Associates, LLC | 19,762 | $1.98M | 0.35% | −1,327−6.3% | Reduced |
| Nissay Asset Management Corp | 19,904 | $2.00M | 0.02% | +97+0.5% | Added |
| MML Investors Services, LLC | 19,953 | $2.00M | 0.01% | +805+4.2% | Added |
| Sweet Financial Partners, LLC | 19,950 | $2.00M | 0.83% | +19,950 | New |
| HighTower Advisors, LLC | 19,918 | $2.01M | 0.00% | +578+3.0% | Added |
| Capital Group Private Client Services, Inc. | 21,262 | $2.13M | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 21,365 | $2.15M | 0.03% | −849−3.8% | Reduced |
| Kaydan Wealth Management, Inc. | 22,067 | $2.22M | 0.84% | +22,067 | New |
| Mount Yale Investment Advisors, LLC | 22,292 | $2.24M | 0.23% | −364−1.6% | Reduced |
| SPC Financial, Inc. | 22,350 | $2.24M | 0.25% | −750−3.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,247 | $2.33M | 0.02% | +37+0.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 23,271 | $2.34M | 0.01% | −1,877−7.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 23,171 | $2.34M | 0.03% | +18,631+410.4% | Added |
| DnB Asset Management AS | 23,370 | $2.35M | 0.01% | +2,215+10.5% | Added |
| IFM Investors Pty Ltd | 23,566 | $2.37M | 0.04% | −486−2.0% | Reduced |
| Center for Financial Planning, Inc. | 23,678 | $2.38M | 0.49% | −1,075−4.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 24,000 | $2.41M | 0.24% | 00.0% | Unchanged |
| ING Groep NV | 24,173 | $2.43M | 0.02% | −11,476−32.2% | Reduced |
| American Century Companies Inc | 24,450 | $2.46M | 0.00% | +550+2.3% | Added |
| Wealthfront Advisers LLC | 24,837 | $2.49M | 0.01% | +8,445+51.5% | Added |
| Gyon Technologies Capital Management, LP | 24,931 | $2.50M | 0.46% | +24,931 | New |
| Stephens Inc | 25,077 | $2.52M | 0.04% | +138+0.6% | Added |
| Comerica Bank | 26,213 | $2.54M | 0.02% | −1,522−5.5% | Reduced |
| Texas Permanent School Fund | 25,548 | $2.56M | 0.03% | −3,066−10.7% | Reduced |
| Public Employees Retirement Association of Colorado | 25,975 | $2.61M | 0.01% | −10.0% | Reduced |
| Hotaling Investment Management, LLC | 25,972 | $2.61M | 0.91% | +195+0.8% | Added |
| First Hawaiian Bank | 26,222 | $2.63M | 0.08% | +17,169+189.6% | Added |
| Sanford Advisory Services, LLC | 26,493 | $2.66M | 0.60% | −710−2.6% | Reduced |
| Brinker Capital Investments, LLC | 27,537 | $2.77M | 0.04% | +9,683+54.2% | Added |
| Mackay Shields LLC | 27,806 | $2.79M | 0.02% | −410−1.5% | Reduced |
| Jump Financial, LLC | 27,956 | $2.81M | 0.18% | +23,982+603.5% | Added |