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 |
|---|---|---|---|---|---|
| Jacobs Levy Equity Management, Inc | 715,015 | $71.8M | 0.48% | +85,624+13.6% | Added |
| Principal Financial Group Inc | 790,188 | $78.6M | 0.05% | +39,127+5.2% | Added |
| Advent International Corp | 809,355 | $81.3M | 0.34% | 00.0% | Unchanged |
| Bain Capital Public Equity Management II, LLC | 851,391 | $85.5M | 3.13% | +851,391 | New |
| Schonfeld Strategic Advisors LLC | 856,978 | $86.0M | 0.83% | +409,944+91.7% | Added |
| Prudential Financial Inc | 876,925 | $88.0M | 0.11% | −79,378−8.3% | Reduced |
| UBS Asset Management Americas Inc | 913,748 | $91.7M | 0.04% | −27,053−2.9% | Reduced |
| Tredje AP-fonden | 6,684,938 | $108.0M | 2.10% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 1,143,648 | $114.8M | 29.22% | +713+0.1% | Added |
| Fisher Asset Management, LLC | 1,155,665 | $116.0M | 0.06% | −28,232−2.4% | Reduced |
| Marshall Wace, LLP | 1,193,195 | $119.8M | 0.24% | +1,188,352+24,537.5% | Added |
| Citadel Advisors LLC | 1,238,937 | $124.4M | 0.13% | +400,450+47.8% | Added |
| Charles Schwab Investment Management Inc | 1,314,978 | $132.0M | 0.04% | +29,566+2.3% | Added |
| Goldman Sachs Group Inc | 1,330,752 | $133.6M | 0.03% | +240,552+22.1% | Added |
| Southpoint Capital Advisors LP | 1,400,000 | $140.6M | 2.70% | +200,000+16.7% | Added |
| Thrivent Financial for Lutherans | 1,419,361 | $142.5M | 0.27% | +280,107+24.6% | Added |
| Dimensional Fund Advisors LP | 1,425,950 | $143.2M | 0.04% | −22,474−1.6% | Reduced |
| Bank of New York Mellon Corp | 1,492,058 | $149.8M | 0.03% | +51,719+3.6% | Added |
| Congress Asset Management Co | 1,498,710 | $150.5M | 1.15% | −88,931−5.6% | Reduced |
| Quest Capital Management Inc | 1,585,261 | $159.2M | 27.35% | −13,971−0.9% | Reduced |
| Legal & General Group Plc | 1,607,819 | $161.4M | 0.05% | −81,064−4.8% | Reduced |
| Norges Bank | 1,755,069 | $176.2M | 0.04% | −5,608−0.3% | Reduced |
| Massachusetts Financial Services Co | 1,844,644 | $185.2M | 0.05% | +14,890+0.8% | Added |
| Invesco Ltd. | 2,036,295 | $204.4M | 0.05% | −300,627−12.9% | Reduced |
| APG Asset Management N.V. | 2,371,112 | $209.3M | 0.36% | −287,456−10.8% | Reduced |
| Northern Trust Corp | 2,197,833 | $220.7M | 0.04% | −7000.0% | Reduced |
| Brave Warrior Advisors, LLC | 2,232,515 | $224.1M | 7.14% | −36,002−1.6% | Reduced |
| Bank of America Corp | 2,530,943 | $254.1M | 0.03% | +25,345+1.0% | Added |
| JPMorgan Chase & Co | 3,080,307 | $309.3M | 0.04% | −59,473−1.9% | Reduced |
| Wellington Management Group LLP | 3,118,909 | $313.1M | 0.05% | −318,375−9.3% | Reduced |
| Earnest Partners LLC | 3,215,836 | $322.9M | 1.86% | −2,738−0.1% | Reduced |
| Price T Rowe Associates Inc | 3,374,982 | $338.8M | 0.03% | −1,336,730−28.4% | Reduced |
| Geode Capital Management, LLC | 3,706,246 | $371.4M | 0.04% | +25,573+0.7% | Added |
| FMR LLC | 4,127,030 | $414.4M | 0.03% | +343,283+9.1% | Added |
| State Street Corp | 9,297,706 | $933.5M | 0.04% | +585,911+6.7% | Added |
| Primecap Management Co | 10,264,364 | $1.03B | 0.71% | +279,622+2.8% | Added |
| BlackRock Inc. | 18,305,138 | $1.84B | 0.05% | −429,957−2.3% | Reduced |
| Vanguard Group Inc | 21,279,539 | $2.14B | 0.05% | +162,572+0.8% | Added |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −829,050−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −87,109−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −86,755−100.0% | Sold out |
| Inherent Group, LP | 0 | $0 | 0.00% | −75,450−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −28,835−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −11,374−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −9,184−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −8,335−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −6,223−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −5,416−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,523−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,285−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −2,971−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −2,877−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −2,557−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,553−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,537−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −2,468−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −2,398−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −2,280−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −2,259−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −2,179−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −2,071−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −1,387−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −1,013−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −955−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −839−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −801−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −389−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −346−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Marshall Wace Asia Ltd | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| NorthCoast Asset Management LLC | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| First Mercantile Trust Co | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |