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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 28,388 | $2.85M | 0.03% | +28,388 | New |
| Gulf International Bank (UK) Ltd | 28,427 | $2.85M | 0.04% | −6,135−17.8% | Reduced |
| TownSquare Capital, LLC | 28,628 | $2.87M | 0.07% | +1,832+6.8% | Added |
| Barnes Pettey Financial Advisors, LLC | 28,838 | $2.90M | 3.33% | +28,838 | New |
| Boenning & Scattergood, Inc. | 28,912 | $2.90M | 0.46% | +28,912 | New |
| Gotham Asset Management, LLC | 29,183 | $2.93M | 0.09% | +9,122+45.5% | Added |
| Alberta Investment Management Corp | 30,000 | $3.01M | 0.02% | +30,000 | New |
| Crestline Management, LP | 30,000 | $3.01M | 0.23% | +30,000 | New |
| Fifth Third Bancorp | 30,183 | $3.03M | 0.01% | −944−3.0% | Reduced |
| Railway Pension Investments Ltd | 30,300 | $3.04M | 0.02% | 00.0% | Unchanged |
| Natixis | 30,660 | $3.08M | 0.01% | −1,749−5.4% | Reduced |
| Mutual of America Capital Management LLC | 30,845 | $3.10M | 0.03% | +155+0.5% | Added |
| Public Sector Pension Investment Board | 30,900 | $3.10M | 0.02% | −340−1.1% | Reduced |
| Cardinal Capital Management | 31,086 | $3.12M | 0.62% | −97−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 31,866 | $3.20M | 0.01% | +6,625+26.2% | Added |
| Qube Research & Technologies Ltd | 32,080 | $3.22M | 0.02% | +32,080 | New |
| British Columbia Investment Management Corp | 32,491 | $3.26M | 0.02% | −1,775−5.2% | Reduced |
| DekaBank Deutsche Girozentrale | 31,966 | $3.26M | 0.01% | +2,870+9.9% | Added |
| Truist Financial Corp | 33,328 | $3.35M | 0.01% | +9,076+37.4% | Added |
| Utah Retirement Systems | 33,446 | $3.36M | 0.04% | +99+0.3% | Added |
| Taika Capital, LP | 33,495 | $3.44M | 2.72% | +33,495 | New |
| STRS Ohio | 34,588 | $3.47M | 0.01% | −5,482−13.7% | Reduced |
| The PNC Financial Services Group, Inc. | 34,909 | $3.50M | 0.00% | +23,636+209.7% | Added |
| Employees Retirement System of Texas | 35,037 | $3.52M | 0.04% | +12,000+52.1% | Added |
| Regions Financial Corp | 35,690 | $3.58M | 0.03% | −79−0.2% | Reduced |
| NN Investment Partners Holdings N.V. | 36,114 | $3.63M | 0.02% | +441+1.2% | Added |
| Bridgewater Associates, LP | 36,235 | $3.64M | 0.02% | −44,167−54.9% | Reduced |
| Bank of Nova Scotia | 36,528 | $3.67M | 0.01% | −27,960−43.4% | Reduced |
| Ergoteles LLC | 36,598 | $3.67M | 0.14% | −5,775−13.6% | Reduced |
| Candriam Luxembourg S.C.A. | 37,530 | $3.77M | 0.02% | −826−2.2% | Reduced |
| Buckhead Capital Management LLC | 37,849 | $3.80M | 0.80% | −3,091−7.6% | Reduced |
| Interval Partners, LP | 37,992 | $3.81M | 0.26% | +37,992 | New |
| Janney Montgomery Scott LLC | 39,597 | $3.98M | 0.02% | +18,567+88.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 39,627 | $3.98M | 0.16% | −625−1.6% | Reduced |
| LPL Financial LLC | 39,662 | $3.98M | 0.00% | −1,063−2.6% | Reduced |
| CIBC World Markets Corp | 39,909 | $4.01M | 0.02% | −9,020−18.4% | Reduced |
| Westfield Capital Management Co LP | 40,095 | $4.03M | 0.02% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 40,292 | $4.04M | 0.04% | −17,200−29.9% | Reduced |
| Bragg Financial Advisors, Inc | 43,878 | $4.05M | 0.26% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 40,232 | $4.06M | 0.27% | −5,407−11.8% | Reduced |
| First Republic Investment Management, Inc. | 40,505 | $4.07M | 0.01% | +2,559+6.7% | Added |
| Creative Planning | 40,602 | $4.08M | 0.01% | +4,415+12.2% | Added |
| MetLife Investment Management | 40,918 | $4.11M | 0.03% | −912−2.2% | Reduced |
| USS Investment Management Ltd | 41,058 | $4.12M | 0.03% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 41,264 | $4.14M | 0.02% | +891+2.2% | Added |
| Neuberger Berman Group LLC | 44,386 | $4.21M | 0.00% | +40,152+948.3% | Added |
| Cahaba Wealth Management, Inc. | 42,645 | $4.28M | 0.57% | +10.0% | Added |
| Swiss Life Asset Management Ltd | 43,881 | $4.40M | 0.06% | 00.0% | Unchanged |
| Mount Lucas Management LP | 45,421 | $4.56M | 1.30% | +45,421 | New |
| Tower Bridge Advisors | 45,470 | $4.57M | 0.28% | +75+0.2% | Added |
| State of Michigan Retirement System | 46,652 | $4.68M | 0.02% | +99+0.2% | Added |
| AlphaCrest Capital Management LLC | 46,753 | $4.69M | 0.17% | +32,986+239.6% | Added |
| Kiwi Wealth Investments Limited Partnership | 47,248 | $4.74M | 0.22% | +18,859+66.4% | Added |
| Canada Pension Plan Investment Board | 48,245 | $4.84M | 0.01% | +39,771+469.3% | Added |
| Tudor Investment Corp Et Al | 48,670 | $4.89M | 0.09% | +32,994+210.5% | Added |
| Handelsbanken Fonder AB | 48,697 | $4.89M | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 48,819 | $4.90M | 0.03% | +7,228+17.4% | Added |
| CIBC Asset Management Inc | 49,552 | $4.97M | 0.02% | +740+1.5% | Added |
| Amalgamated Bank | 49,863 | $5.01M | 0.04% | −13,495−21.3% | Reduced |
| Arizona State Retirement System | 50,425 | $5.06M | 0.04% | −1,637−3.1% | Reduced |
| Captrust Financial Advisors | 51,159 | $5.14M | 0.04% | −807−1.6% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 52,597 | $5.28M | 0.53% | −791−1.5% | Reduced |
| ExodusPoint Capital Management, LP | 52,759 | $5.30M | 0.06% | +52,759 | New |
| Royal London Asset Management Ltd | 53,372 | $5.36M | 0.02% | −1,914−3.5% | Reduced |
| American International Group, Inc. | 55,877 | $5.61M | 0.03% | +495+0.9% | Added |
| Commerce Bank | 58,899 | $5.91M | 0.04% | −1,570−2.6% | Reduced |
| Parkwood LLC | 59,023 | $5.93M | 1.05% | −3,212−5.2% | Reduced |
| Janus Henderson Group PLC | 59,268 | $5.95M | 0.00% | −6,288−9.6% | Reduced |
| Raymond James Trust N.A. | 59,679 | $5.99M | 0.18% | −63,684−51.6% | Reduced |
| CWA Asset Management Group, LLC | 60,585 | $6.08M | 0.45% | +4,640+8.3% | Added |
| Retirement Systems of Alabama | 61,369 | $6.16M | 0.02% | −2,230−3.5% | Reduced |
| Susquehanna International Group, LLP | 66,546 | $6.68M | 0.01% | +21,787+48.7% | Added |
| Treasurer of the State of North Carolina | 66,961 | $6.72M | 0.04% | −2,275−3.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 67,064 | $6.73M | 0.06% | −18,400−21.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 67,520 | $6.78M | 0.01% | −202,752−75.0% | Reduced |
| Oppenheimer Asset Management Inc. | 68,464 | $6.87M | 0.09% | +2,396+3.6% | Added |
| Leuthold Group, LLC | 69,086 | $6.94M | 0.81% | −1,638−2.3% | Reduced |
| Standard Life Aberdeen plc | 69,884 | $7.02M | 0.02% | −3,261−4.5% | Reduced |
| Maltese Capital Management LLC | 70,000 | $7.03M | 1.16% | +18,100+34.9% | Added |
| ProShare Advisors LLC | 71,416 | $7.17M | 0.01% | +25,983+57.2% | Added |
| State of Tennessee, Treasury Department | 71,669 | $7.20M | 0.03% | +19,015+36.1% | Added |
| Unigestion Holding SA | 72,712 | $7.30M | 0.30% | +19,572+36.8% | Added |
| Stifel Financial Corp | 73,463 | $7.38M | 0.01% | −723−1.0% | Reduced |
| Korea Investment CORP | 75,700 | $7.60M | 0.02% | −47,050−38.3% | Reduced |
| Voya Investment Management LLC | 77,070 | $7.74M | 0.01% | −3,044−3.8% | Reduced |
| Capitolis Advisors LLC | 79,308 | $7.96M | 0.05% | 00.0% | Unchanged |
| US Bancorp | 83,591 | $8.39M | 0.01% | +685+0.8% | Added |
| Asset Management One Co.,Ltd. | 82,295 | $8.40M | 0.03% | −658−0.8% | Reduced |
| Palmer Knight Co | 84,295 | $8.46M | 3.96% | −529−0.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 83,954 | $8.64M | 0.03% | +11,871+16.5% | Added |
| State of Wisconsin Investment Board | 89,397 | $8.97M | 0.02% | +231+0.3% | Added |
| BNP Paribas Arbitrage, SA | 90,328 | $9.07M | 0.02% | −159,959−63.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 91,676 | $9.20M | 0.04% | +7,499+8.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 93,438 | $9.38M | 0.05% | −9,169−8.9% | Reduced |
| Pictet Asset Management SA | 94,400 | $9.48M | 0.01% | −3,407−3.5% | Reduced |
| Allianz Asset Management GmbH | 95,895 | $9.63M | 0.01% | −267,277−73.6% | Reduced |
| Rafferty Asset Management, LLC | 97,434 | $9.78M | 0.05% | +8,744+9.9% | Added |
| Burney Co | 98,941 | $9.93M | 0.43% | −4,320−4.2% | Reduced |
| Nisa Investment Advisors, LLC | 94,104 | $9.96M | 0.07% | −22,428−19.2% | Reduced |
| Westpac Banking Corp | 99,356 | $9.98M | 0.10% | −5,848−5.6% | Reduced |