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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 100,041 | $10.0M | 0.36% | −271−0.3% | Reduced |
| Andra AP-fonden | 102,200 | $10.3M | 0.21% | −37,300−26.7% | Reduced |
| Brookfield Asset Management Inc. | 104,720 | $10.5M | 0.04% | −12,627−10.8% | Reduced |
| Azora Capital LP | 105,808 | $10.6M | 1.66% | +105,808 | New |
| State of New Jersey Common Pension Fund D | 106,334 | $10.7M | 0.03% | +2,600+2.5% | Added |
| Aviva PLC | 108,167 | $10.9M | 0.05% | +11,734+12.2% | Added |
| AustralianSuper Pty Ltd | 101,220 | $10.9M | 0.06% | −3,421−3.3% | Reduced |
| Toronto Dominion Bank | 108,451 | $10.9M | 0.01% | +15,509+16.7% | Added |
| Victory Capital Management Inc | 108,916 | $10.9M | 0.01% | −1,448−1.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 111,072 | $11.2M | 0.04% | −2,646−2.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 117,930 | $11.8M | 0.03% | +5,978+5.3% | Added |
| Illinois Municipal Retirement Fund | 120,168 | $12.1M | 0.34% | +5,010+4.4% | Added |
| Private Capital Management, LLC | 122,807 | $12.3M | 1.91% | −483−0.4% | Reduced |
| Hantz Financial Services, Inc. | 125,820 | $12.6M | 0.36% | +9,298+8.0% | Added |
| Arrowstreet Capital, Limited Partnership | 128,228 | $12.9M | 0.02% | −42,469−24.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 128,602 | $12.9M | 0.03% | −7,591−5.6% | Reduced |
| D. E. Shaw & Co., Inc. | 131,988 | $13.3M | 0.02% | −76,114−36.6% | Reduced |
| Capital Wealth Planning, LLC | 133,260 | $13.4M | 0.30% | +94,260+241.7% | Added |
| Congress Wealth Management LLC | 134,370 | $13.5M | 0.27% | +134,370 | New |
| Public Employees Retirement System of Ohio | 136,168 | $13.7M | 0.05% | −848−0.6% | Reduced |
| Frontier Capital Management Co LLC | 136,639 | $13.7M | 0.11% | −1,924−1.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 137,700 | $13.8M | 0.08% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 144,565 | $14.5M | 0.03% | +110,602+325.7% | Added |
| Manufacturers Life Insurance Company, The | 145,188 | $14.6M | 0.01% | −37,081−20.3% | Reduced |
| Winton Group Ltd | 145,804 | $14.6M | 0.89% | +19,535+15.5% | Added |
| Philo Smith Capital Corp | 151,500 | $15.2M | 5.86% | 00.0% | Unchanged |
| Great West Life Assurance Co | 152,286 | $15.3M | 0.03% | +3,713+2.5% | Added |
| Bank of Montreal | 153,691 | $15.7M | 0.01% | −639,948−80.6% | Reduced |
| Ancora Advisors, LLC | 158,119 | $15.9M | 0.38% | +16,090+11.3% | Added |
| Brandywine Global Investment Management, LLC | 160,240 | $16.1M | 0.11% | −3,599−2.2% | Reduced |
| UBS Group AG | 160,598 | $16.1M | 0.01% | −110,206−40.7% | Reduced |
| Amundi | 149,818 | $16.2M | 0.01% | +12,500+9.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 161,081 | $16.3M | 0.08% | +43,628+37.1% | Added |
| Teacher Retirement System of Texas | 167,453 | $16.8M | 0.08% | −175,017−51.1% | Reduced |
| AQR Capital Management LLC | 168,186 | $16.9M | 0.03% | +11,272+7.2% | Added |
| Man Group plc | 170,926 | $17.2M | 0.06% | +33,352+24.2% | Added |
| Allspring Global Investments Holdings, LLC | 175,123 | $17.6M | 0.02% | +175,123 | New |
| State of Alaska, Department of Revenue | 175,349 | $17.6M | 0.17% | −7,125−3.9% | Reduced |
| Cookson Peirce & Co Inc | 178,346 | $17.9M | 1.00% | −133−0.1% | Reduced |
| Glenmede Trust Co NA | 178,760 | $17.9M | 0.09% | −10,780−5.7% | Reduced |
| Putnam Investments LLC | 192,992 | $19.4M | 0.03% | −32,080−14.3% | Reduced |
| Natixis Advisors, L.P. | 194,099 | $19.5M | 0.07% | +2,615+1.4% | Added |
| Adage Capital Partners GP, L.L.C. | 197,350 | $19.8M | 0.04% | +10,200+5.5% | Added |
| PB Investment Partners, L.P. | 197,453 | $19.8M | 15.41% | +197,453 | New |
| Eaton Vance Management | 199,382 | $20.0M | 0.02% | +10,311+5.5% | Added |
| Mercer Global Advisors Inc | 201,409 | $20.2M | 0.12% | −5,057−2.4% | Reduced |
| Panagora Asset Management Inc | 202,309 | $20.3M | 0.11% | −18,151−8.2% | Reduced |
| Cubist Systematic Strategies, LLC | 204,918 | $20.6M | 0.20% | +180,387+735.3% | Added |
| Citigroup Inc | 207,278 | $20.8M | 0.02% | +51,567+33.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 223,133 | $22.4M | 0.04% | −8,585−3.7% | Reduced |
| Gillson Capital LP | 223,535 | $22.4M | 1.46% | −69,954−23.8% | Reduced |
| Loomis Sayles & Co L P | 228,961 | $23.0M | 0.03% | −466−0.2% | Reduced |
| CIBC Private Wealth Group, LLC | 231,850 | $23.3M | 0.05% | −12,550−5.1% | Reduced |
| New York State Teachers Retirement System | 233,313 | $23.4M | 0.05% | +2,241+1.0% | Added |
| State Board of Administration of Florida Retirement System | 245,592 | $24.7M | 0.04% | +21,282+9.5% | Added |
| Credit Suisse AG | 251,608 | $25.3M | 0.02% | −1,592−0.6% | Reduced |
| Los Angeles Capital Management LLC | 268,072 | $26.9M | 0.10% | −25,466−8.7% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 273,033 | $27.4M | 2.02% | −6,849−2.4% | Reduced |
| Pinnacle Associates Ltd | 277,859 | $27.9M | 0.48% | −1,843−0.7% | Reduced |
| Rhumbline Advisers | 285,482 | $28.7M | 0.04% | +6,843+2.5% | Added |
| Renaissance Technologies LLC | 287,662 | $28.9M | 0.04% | +4,500+1.6% | Added |
| Geneva Capital Management LLC | 292,118 | $29.3M | 0.47% | −7,586−2.5% | Reduced |
| SEI Investments Co | 295,046 | $29.6M | 0.06% | +4,138+1.4% | Added |
| Nicholas Company, Inc. | 297,436 | $29.9M | 0.49% | −17,285−5.5% | Reduced |
| Iat Reinsurance Co Ltd. | 298,125 | $29.9M | 4.91% | 00.0% | Unchanged |
| Davis Capital Partners, LLC | 300,000 | $30.1M | 1.44% | +100,000+50.0% | Added |
| Nordea Investment Management AB | 299,342 | $30.2M | 0.04% | +233,047+351.5% | Added |
| TD Asset Management Inc | 308,591 | $31.0M | 0.03% | +101,634+49.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 311,849 | $31.5M | 0.11% | +19,110+6.5% | Added |
| National Pension Service | 316,994 | $31.8M | 0.06% | −13,832−4.2% | Reduced |
| Raymond James & Associates | 319,527 | $32.1M | 0.03% | +40,769+14.6% | Added |
| Point72 Asset Management, L.P. | 321,733 | $32.3M | 0.14% | +321,733 | New |
| California State Teachers Retirement System | 324,129 | $32.5M | 0.04% | +5,661+1.8% | Added |
| Federated Hermes, Inc. | 324,170 | $32.5M | 0.06% | +322,983+27,210.0% | Added |
| Russell Investments Group, Ltd. | 334,803 | $33.6M | 0.05% | +27,141+8.8% | Added |
| Envestnet Asset Management Inc | 335,165 | $33.7M | 0.02% | +30,972+10.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 336,530 | $33.8M | 0.35% | −8,147−2.4% | Reduced |
| First Trust Advisors LP | 374,210 | $37.6M | 0.04% | +63,902+20.6% | Added |
| California Public Employees Retirement System | 418,411 | $42.0M | 0.03% | −14,554−3.4% | Reduced |
| Wells Fargo & Company | 436,247 | $43.8M | 0.01% | −140,351−24.3% | Reduced |
| Holocene Advisors, LP | 438,486 | $44.0M | 0.23% | +438,486 | New |
| Barclays PLC | 445,387 | $44.7M | 0.03% | +32,060+7.8% | Added |
| Alliancebernstein L.P. | 456,672 | $45.9M | 0.02% | +188,800+70.5% | Added |
| Premier Fund Managers Ltd | 478,200 | $48.3M | 1.55% | 00.0% | Unchanged |
| Martingale Asset Management L P | 482,568 | $48.5M | 0.62% | −27,013−5.3% | Reduced |
| Schroder Investment Management Group | 486,758 | $48.9M | 0.07% | +23,570+5.1% | Added |
| Prana Capital Management, LP | 492,133 | $49.4M | 3.90% | +211,073+75.1% | Added |
| HSBC Holdings PLC | 493,639 | $49.7M | 0.05% | −68,594−12.2% | Reduced |
| Macquarie Group Ltd | 494,708 | $49.7M | 0.04% | +565+0.1% | Added |
| Royal Bank of Canada | 497,850 | $50.0M | 0.01% | −52,745−9.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 508,270 | $51.0M | 0.03% | −31,529−5.8% | Reduced |
| Parametric Portfolio Associates LLC | 545,982 | $54.8M | 0.03% | −63,557−10.4% | Reduced |
| Millennium Management LLC | 551,379 | $55.4M | 0.06% | +528,891+2,351.9% | Added |
| Ameriprise Financial Inc | 577,606 | $57.9M | 0.02% | +392,001+211.2% | Added |
| Deutsche Bank AG | 590,469 | $59.3M | 0.03% | +3,034+0.5% | Added |
| Nuveen Asset Management, LLC | 617,882 | $62.0M | 0.02% | −40,692−6.2% | Reduced |
| Palisade Capital Management LLC | 619,286 | $62.2M | 1.26% | −4,676−0.7% | Reduced |
| New York State Common Retirement Fund | 629,312 | $63.2M | 0.06% | +32,804+5.5% | Added |
| Pinebridge Investments, L.P. | 648,536 | $65.1M | 0.67% | +46,261+7.7% | Added |
| Morgan Stanley | 656,258 | $65.9M | 0.01% | +17,850+2.8% | Added |