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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 40,292 | $4.04M | 0.04% | −17,200−29.9% | Reduced |
| Westfield Capital Management Co LP | 40,095 | $4.03M | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Corp | 39,909 | $4.01M | 0.02% | −9,020−18.4% | Reduced |
| LPL Financial LLC | 39,662 | $3.98M | 0.00% | −1,063−2.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 39,627 | $3.98M | 0.16% | −625−1.6% | Reduced |
| Janney Montgomery Scott LLC | 39,597 | $3.98M | 0.02% | +18,567+88.3% | Added |
| Interval Partners, LP | 37,992 | $3.81M | 0.26% | +37,992 | New |
| Buckhead Capital Management LLC | 37,849 | $3.80M | 0.80% | −3,091−7.6% | Reduced |
| Candriam Luxembourg S.C.A. | 37,530 | $3.77M | 0.02% | −826−2.2% | Reduced |
| Ergoteles LLC | 36,598 | $3.67M | 0.14% | −5,775−13.6% | Reduced |
| Bank of Nova Scotia | 36,528 | $3.67M | 0.01% | −27,960−43.4% | Reduced |
| Bridgewater Associates, LP | 36,235 | $3.64M | 0.02% | −44,167−54.9% | Reduced |
| NN Investment Partners Holdings N.V. | 36,114 | $3.63M | 0.02% | +441+1.2% | Added |
| Regions Financial Corp | 35,690 | $3.58M | 0.03% | −79−0.2% | Reduced |
| Employees Retirement System of Texas | 35,037 | $3.52M | 0.04% | +12,000+52.1% | Added |
| The PNC Financial Services Group, Inc. | 34,909 | $3.50M | 0.00% | +23,636+209.7% | Added |
| STRS Ohio | 34,588 | $3.47M | 0.01% | −5,482−13.7% | Reduced |
| Taika Capital, LP | 33,495 | $3.44M | 2.72% | +33,495 | New |
| Utah Retirement Systems | 33,446 | $3.36M | 0.04% | +99+0.3% | Added |
| Truist Financial Corp | 33,328 | $3.35M | 0.01% | +9,076+37.4% | Added |
| DekaBank Deutsche Girozentrale | 31,966 | $3.26M | 0.01% | +2,870+9.9% | Added |
| British Columbia Investment Management Corp | 32,491 | $3.26M | 0.02% | −1,775−5.2% | Reduced |
| Qube Research & Technologies Ltd | 32,080 | $3.22M | 0.02% | +32,080 | New |
| Advisor Group Holdings, Inc. | 31,866 | $3.20M | 0.01% | +6,625+26.2% | Added |
| Cardinal Capital Management | 31,086 | $3.12M | 0.62% | −97−0.3% | Reduced |
| Public Sector Pension Investment Board | 30,900 | $3.10M | 0.02% | −340−1.1% | Reduced |
| Mutual of America Capital Management LLC | 30,845 | $3.10M | 0.03% | +155+0.5% | Added |
| Natixis | 30,660 | $3.08M | 0.01% | −1,749−5.4% | Reduced |
| Railway Pension Investments Ltd | 30,300 | $3.04M | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 30,183 | $3.03M | 0.01% | −944−3.0% | Reduced |
| 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 |
| Gotham Asset Management, LLC | 29,183 | $2.93M | 0.09% | +9,122+45.5% | Added |
| Boenning & Scattergood, Inc. | 28,912 | $2.90M | 0.46% | +28,912 | New |
| Barnes Pettey Financial Advisors, LLC | 28,838 | $2.90M | 3.33% | +28,838 | New |
| TownSquare Capital, LLC | 28,628 | $2.87M | 0.07% | +1,832+6.8% | Added |
| Gulf International Bank (UK) Ltd | 28,427 | $2.85M | 0.04% | −6,135−17.8% | Reduced |
| Yousif Capital Management, LLC | 28,388 | $2.85M | 0.03% | +28,388 | New |
| Jump Financial, LLC | 27,956 | $2.81M | 0.18% | +23,982+603.5% | Added |
| Mackay Shields LLC | 27,806 | $2.79M | 0.02% | −410−1.5% | Reduced |
| Brinker Capital Investments, LLC | 27,537 | $2.77M | 0.04% | +9,683+54.2% | Added |
| Sanford Advisory Services, LLC | 26,493 | $2.66M | 0.60% | −710−2.6% | Reduced |
| First Hawaiian Bank | 26,222 | $2.63M | 0.08% | +17,169+189.6% | Added |
| 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 |
| Texas Permanent School Fund | 25,548 | $2.56M | 0.03% | −3,066−10.7% | Reduced |
| Comerica Bank | 26,213 | $2.54M | 0.02% | −1,522−5.5% | Reduced |
| Stephens Inc | 25,077 | $2.52M | 0.04% | +138+0.6% | Added |
| Gyon Technologies Capital Management, LP | 24,931 | $2.50M | 0.46% | +24,931 | New |
| Wealthfront Advisers LLC | 24,837 | $2.49M | 0.01% | +8,445+51.5% | Added |
| American Century Companies Inc | 24,450 | $2.46M | 0.00% | +550+2.3% | Added |
| ING Groep NV | 24,173 | $2.43M | 0.02% | −11,476−32.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 24,000 | $2.41M | 0.24% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 23,678 | $2.38M | 0.49% | −1,075−4.3% | Reduced |
| IFM Investors Pty Ltd | 23,566 | $2.37M | 0.04% | −486−2.0% | Reduced |
| DnB Asset Management AS | 23,370 | $2.35M | 0.01% | +2,215+10.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 23,171 | $2.34M | 0.03% | +18,631+410.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 23,271 | $2.34M | 0.01% | −1,877−7.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,247 | $2.33M | 0.02% | +37+0.2% | Added |
| SPC Financial, Inc. | 22,350 | $2.24M | 0.25% | −750−3.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 22,292 | $2.24M | 0.23% | −364−1.6% | Reduced |
| Kaydan Wealth Management, Inc. | 22,067 | $2.22M | 0.84% | +22,067 | New |
| Metropolitan Life Insurance Co | 21,365 | $2.15M | 0.03% | −849−3.8% | Reduced |
| Capital Group Private Client Services, Inc. | 21,262 | $2.13M | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 19,918 | $2.01M | 0.00% | +578+3.0% | 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 |
| Nissay Asset Management Corp | 19,904 | $2.00M | 0.02% | +97+0.5% | Added |
| Dean Investment Associates, LLC | 19,762 | $1.98M | 0.35% | −1,327−6.3% | Reduced |
| Cascade Investment Advisors, Inc. | 19,552 | $1.96M | 1.15% | −117−0.6% | Reduced |
| OPSEU Pension Plan Trust Fund | 18,142 | $1.94M | 0.44% | +25+0.1% | Added |
| Worth Venture Partners, LLC | 19,077 | $1.92M | 0.95% | 00.0% | Unchanged |
| Hartford Investment Management Co | 18,648 | $1.87M | 0.04% | +1,512+8.8% | Added |
| Tower Research Capital LLC (TRC) | 17,779 | $1.78M | 0.03% | +4,930+38.4% | Added |
| Mackenzie Financial Corp | 17,747 | $1.78M | 0.00% | −1,694−8.7% | Reduced |
| Commonwealth Equity Services, LLC | 17,247 | $1.73M | 0.00% | +207+1.2% | Added |
| Peterson Wealth Services | 16,982 | $1.71M | 1.13% | +16,982 | New |
| Crossmark Global Holdings, Inc. | 16,952 | $1.70M | 0.04% | −3,300−16.3% | Reduced |
| White Pine Capital LLC | 16,886 | $1.70M | 0.50% | −601−3.4% | Reduced |
| Point72 Hong Kong Ltd | 16,662 | $1.67M | 0.14% | −695−4.0% | Reduced |
| Jane Street Group, LLC | 16,593 | $1.67M | 0.00% | +4,273+34.7% | Added |
| Meridian Wealth Advisors, LLC | 16,316 | $1.64M | 0.40% | +200+1.2% | Added |
| Shell Asset Management Co | 16,156 | $1.62M | 0.03% | −2,449−13.2% | Reduced |
| Baird Financial Group, Inc. | 16,033 | $1.61M | 0.00% | +570+3.7% | Added |
| Banque Pictet & Cie SA | 15,752 | $1.58M | 0.01% | +15,752 | New |
| Aft, Forsyth & Sober, LLC | 15,750 | $1.58M | 0.56% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 15,577 | $1.56M | 0.03% | +211+1.4% | Added |
| Caisse de Depot Et Placement du Quebec | 15,500 | $1.56M | 0.00% | +15,500 | New |
| King Luther Capital Management Corp | 15,041 | $1.51M | 0.01% | +129+0.9% | Added |
| 9258 Wealth Management, LLC | 15,013 | $1.51M | 0.35% | 00.0% | Unchanged |
| M&T Bank Corp | 14,897 | $1.50M | 0.01% | +1,507+11.3% | Added |
| Gyroscope Capital Management Group, LLC | 14,774 | $1.48M | 0.53% | −264−1.8% | Reduced |
| Atria Investments LLC | 14,232 | $1.43M | 0.03% | +841+6.3% | Added |
| Heritage Wealth Advisors | 14,121 | $1.42M | 0.08% | −202−1.4% | Reduced |
| Maryland State Retirement & Pension System | 14,109 | $1.42M | 0.04% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 14,109 | $1.42M | 1.21% | +2,016+16.7% | Added |
| Elo Mutual Pension Insurance Co | 14,088 | $1.41M | 0.04% | +966+7.4% | Added |
| Stephens Consulting, LLC | 13,973 | $1.40M | 1.19% | +13,973 | New |
| Storebrand Asset Management AS | 13,941 | $1.40M | 0.01% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 13,890 | $1.40M | 0.23% | −2,362−14.5% | Reduced |