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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 175,349 | $17.6M | 0.17% | −7,125−3.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 175,123 | $17.6M | 0.02% | +175,123 | New |
| Man Group plc | 170,926 | $17.2M | 0.06% | +33,352+24.2% | Added |
| AQR Capital Management LLC | 168,186 | $16.9M | 0.03% | +11,272+7.2% | Added |
| Teacher Retirement System of Texas | 167,453 | $16.8M | 0.08% | −175,017−51.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 161,081 | $16.3M | 0.08% | +43,628+37.1% | Added |
| Amundi | 149,818 | $16.2M | 0.01% | +12,500+9.1% | Added |
| UBS Group AG | 160,598 | $16.1M | 0.01% | −110,206−40.7% | Reduced |
| Brandywine Global Investment Management, LLC | 160,240 | $16.1M | 0.11% | −3,599−2.2% | Reduced |
| Ancora Advisors, LLC | 158,119 | $15.9M | 0.38% | +16,090+11.3% | Added |
| Bank of Montreal | 153,691 | $15.7M | 0.01% | −639,948−80.6% | Reduced |
| Great West Life Assurance Co | 152,286 | $15.3M | 0.03% | +3,713+2.5% | Added |
| Philo Smith Capital Corp | 151,500 | $15.2M | 5.86% | 00.0% | Unchanged |
| Winton Group Ltd | 145,804 | $14.6M | 0.89% | +19,535+15.5% | Added |
| Manufacturers Life Insurance Company, The | 145,188 | $14.6M | 0.01% | −37,081−20.3% | Reduced |
| Ensign Peak Advisors, Inc | 144,565 | $14.5M | 0.03% | +110,602+325.7% | Added |
| Mn Services Vermogensbeheer B.V. | 137,700 | $13.8M | 0.08% | 00.0% | Unchanged |
| Frontier Capital Management Co LLC | 136,639 | $13.7M | 0.11% | −1,924−1.4% | Reduced |
| Public Employees Retirement System of Ohio | 136,168 | $13.7M | 0.05% | −848−0.6% | Reduced |
| Congress Wealth Management LLC | 134,370 | $13.5M | 0.27% | +134,370 | New |
| Capital Wealth Planning, LLC | 133,260 | $13.4M | 0.30% | +94,260+241.7% | Added |
| D. E. Shaw & Co., Inc. | 131,988 | $13.3M | 0.02% | −76,114−36.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 128,602 | $12.9M | 0.03% | −7,591−5.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 128,228 | $12.9M | 0.02% | −42,469−24.9% | Reduced |
| Hantz Financial Services, Inc. | 125,820 | $12.6M | 0.36% | +9,298+8.0% | Added |
| Private Capital Management, LLC | 122,807 | $12.3M | 1.91% | −483−0.4% | Reduced |
| Illinois Municipal Retirement Fund | 120,168 | $12.1M | 0.34% | +5,010+4.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 117,930 | $11.8M | 0.03% | +5,978+5.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 111,072 | $11.2M | 0.04% | −2,646−2.3% | Reduced |
| Victory Capital Management Inc | 108,916 | $10.9M | 0.01% | −1,448−1.3% | Reduced |
| Toronto Dominion Bank | 108,451 | $10.9M | 0.01% | +15,509+16.7% | Added |
| AustralianSuper Pty Ltd | 101,220 | $10.9M | 0.06% | −3,421−3.3% | Reduced |
| Aviva PLC | 108,167 | $10.9M | 0.05% | +11,734+12.2% | Added |
| State of New Jersey Common Pension Fund D | 106,334 | $10.7M | 0.03% | +2,600+2.5% | Added |
| Azora Capital LP | 105,808 | $10.6M | 1.66% | +105,808 | New |
| Brookfield Asset Management Inc. | 104,720 | $10.5M | 0.04% | −12,627−10.8% | Reduced |
| Andra AP-fonden | 102,200 | $10.3M | 0.21% | −37,300−26.7% | Reduced |
| Bryn Mawr Trust Co | 100,041 | $10.0M | 0.36% | −271−0.3% | Reduced |
| Westpac Banking Corp | 99,356 | $9.98M | 0.10% | −5,848−5.6% | Reduced |
| Nisa Investment Advisors, LLC | 94,104 | $9.96M | 0.07% | −22,428−19.2% | Reduced |
| Burney Co | 98,941 | $9.93M | 0.43% | −4,320−4.2% | Reduced |
| Rafferty Asset Management, LLC | 97,434 | $9.78M | 0.05% | +8,744+9.9% | Added |
| Allianz Asset Management GmbH | 95,895 | $9.63M | 0.01% | −267,277−73.6% | Reduced |
| Pictet Asset Management SA | 94,400 | $9.48M | 0.01% | −3,407−3.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 93,438 | $9.38M | 0.05% | −9,169−8.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 91,676 | $9.20M | 0.04% | +7,499+8.9% | Added |
| BNP Paribas Arbitrage, SA | 90,328 | $9.07M | 0.02% | −159,959−63.9% | Reduced |
| State of Wisconsin Investment Board | 89,397 | $8.97M | 0.02% | +231+0.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 83,954 | $8.64M | 0.03% | +11,871+16.5% | Added |
| Palmer Knight Co | 84,295 | $8.46M | 3.96% | −529−0.6% | Reduced |
| Asset Management One Co.,Ltd. | 82,295 | $8.40M | 0.03% | −658−0.8% | Reduced |
| US Bancorp | 83,591 | $8.39M | 0.01% | +685+0.8% | Added |
| Capitolis Advisors LLC | 79,308 | $7.96M | 0.05% | 00.0% | Unchanged |
| Voya Investment Management LLC | 77,070 | $7.74M | 0.01% | −3,044−3.8% | Reduced |
| Korea Investment CORP | 75,700 | $7.60M | 0.02% | −47,050−38.3% | Reduced |
| Stifel Financial Corp | 73,463 | $7.38M | 0.01% | −723−1.0% | Reduced |
| Unigestion Holding SA | 72,712 | $7.30M | 0.30% | +19,572+36.8% | Added |
| State of Tennessee, Treasury Department | 71,669 | $7.20M | 0.03% | +19,015+36.1% | Added |
| ProShare Advisors LLC | 71,416 | $7.17M | 0.01% | +25,983+57.2% | Added |
| Maltese Capital Management LLC | 70,000 | $7.03M | 1.16% | +18,100+34.9% | Added |
| Standard Life Aberdeen plc | 69,884 | $7.02M | 0.02% | −3,261−4.5% | Reduced |
| Leuthold Group, LLC | 69,086 | $6.94M | 0.81% | −1,638−2.3% | Reduced |
| Oppenheimer Asset Management Inc. | 68,464 | $6.87M | 0.09% | +2,396+3.6% | Added |
| Robeco Institutional Asset Management B.V. | 67,520 | $6.78M | 0.01% | −202,752−75.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 67,064 | $6.73M | 0.06% | −18,400−21.5% | Reduced |
| Treasurer of the State of North Carolina | 66,961 | $6.72M | 0.04% | −2,275−3.3% | Reduced |
| Susquehanna International Group, LLP | 66,546 | $6.68M | 0.01% | +21,787+48.7% | Added |
| Retirement Systems of Alabama | 61,369 | $6.16M | 0.02% | −2,230−3.5% | Reduced |
| CWA Asset Management Group, LLC | 60,585 | $6.08M | 0.45% | +4,640+8.3% | Added |
| Raymond James Trust N.A. | 59,679 | $5.99M | 0.18% | −63,684−51.6% | Reduced |
| Janus Henderson Group PLC | 59,268 | $5.95M | 0.00% | −6,288−9.6% | Reduced |
| Parkwood LLC | 59,023 | $5.93M | 1.05% | −3,212−5.2% | Reduced |
| Commerce Bank | 58,899 | $5.91M | 0.04% | −1,570−2.6% | Reduced |
| American International Group, Inc. | 55,877 | $5.61M | 0.03% | +495+0.9% | Added |
| Royal London Asset Management Ltd | 53,372 | $5.36M | 0.02% | −1,914−3.5% | Reduced |
| ExodusPoint Capital Management, LP | 52,759 | $5.30M | 0.06% | +52,759 | New |
| Smith, Graham & Co., Investment Advisors, LP | 52,597 | $5.28M | 0.53% | −791−1.5% | Reduced |
| Captrust Financial Advisors | 51,159 | $5.14M | 0.04% | −807−1.6% | Reduced |
| Arizona State Retirement System | 50,425 | $5.06M | 0.04% | −1,637−3.1% | Reduced |
| Amalgamated Bank | 49,863 | $5.01M | 0.04% | −13,495−21.3% | Reduced |
| CIBC Asset Management Inc | 49,552 | $4.97M | 0.02% | +740+1.5% | Added |
| Guggenheim Capital LLC | 48,819 | $4.90M | 0.03% | +7,228+17.4% | Added |
| Handelsbanken Fonder AB | 48,697 | $4.89M | 0.02% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 48,670 | $4.89M | 0.09% | +32,994+210.5% | Added |
| Canada Pension Plan Investment Board | 48,245 | $4.84M | 0.01% | +39,771+469.3% | Added |
| Kiwi Wealth Investments Limited Partnership | 47,248 | $4.74M | 0.22% | +18,859+66.4% | Added |
| AlphaCrest Capital Management LLC | 46,753 | $4.69M | 0.17% | +32,986+239.6% | Added |
| State of Michigan Retirement System | 46,652 | $4.68M | 0.02% | +99+0.2% | Added |
| Tower Bridge Advisors | 45,470 | $4.57M | 0.28% | +75+0.2% | Added |
| Mount Lucas Management LP | 45,421 | $4.56M | 1.30% | +45,421 | New |
| Swiss Life Asset Management Ltd | 43,881 | $4.40M | 0.06% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 42,645 | $4.28M | 0.57% | +10.0% | Added |
| Neuberger Berman Group LLC | 44,386 | $4.21M | 0.00% | +40,152+948.3% | Added |
| Nomura Asset Management Co Ltd | 41,264 | $4.14M | 0.02% | +891+2.2% | Added |
| USS Investment Management Ltd | 41,058 | $4.12M | 0.03% | 00.0% | Unchanged |
| MetLife Investment Management | 40,918 | $4.11M | 0.03% | −912−2.2% | Reduced |
| Creative Planning | 40,602 | $4.08M | 0.01% | +4,415+12.2% | Added |
| First Republic Investment Management, Inc. | 40,505 | $4.07M | 0.01% | +2,559+6.7% | Added |
| Siemens Fonds Invest GmbH | 40,232 | $4.06M | 0.27% | −5,407−11.8% | Reduced |
| Bragg Financial Advisors, Inc | 43,878 | $4.05M | 0.26% | 00.0% | Unchanged |