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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 13,681 | $1.37M | 0.01% | −719−5.0% | Reduced |
| High Net Worth Advisory Group LLC | 13,662 | $1.37M | 0.48% | +13,662 | New |
| Empire Life Investments Inc. | 13,645 | $1.37M | 0.08% | +995+7.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 13,458 | $1.35M | 0.00% | +617+4.8% | Added |
| One + One Wealth Management, LLC | 13,137 | $1.32M | 0.91% | −59−0.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 12,948 | $1.30M | 0.47% | −187−1.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 12,951 | $1.30M | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 12,682 | $1.27M | 0.02% | +2,309+22.3% | Added |
| Sabal Trust CO | 12,572 | $1.26M | 0.08% | +51+0.4% | Added |
| KBC Group NV | 12,017 | $1.21M | 0.00% | −12,089−50.1% | Reduced |
| Eqis Capital Management, Inc. | 11,971 | $1.20M | 0.09% | +11,971 | New |
| Occudo Quantitative Strategies LP | 11,830 | $1.19M | 0.11% | +11,830 | New |
| Heartland Advisors Inc | 11,741 | $1.18M | 0.07% | −5,738−32.8% | Reduced |
| Louisiana State Employees Retirement System | 11,600 | $1.17M | 0.03% | +51+0.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,455 | $1.15M | 0.02% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 11,348 | $1.14M | 0.13% | +49+0.4% | Added |
| New Mexico Educational Retirement Board | 11,275 | $1.13M | 0.04% | −800−6.6% | Reduced |
| Park Avenue Securities LLC | 11,236 | $1.13M | 0.02% | +1,248+12.5% | Added |
| Daiwa Securities Group Inc. | 11,199 | $1.12M | 0.01% | +271+2.5% | Added |
| MAI Capital Management | 11,139 | $1.12M | 0.02% | −228−2.0% | Reduced |
| Kentucky Retirement Systems | 11,084 | $1.11M | 0.05% | +173+1.6% | Added |
| Golden Green, Inc. | 11,088 | $1.11M | 0.90% | +11,088 | New |
| Guinness Asset Management LTD | 10,770 | $1.08M | 0.04% | +3,200+42.3% | Added |
| JustInvest LLC | 10,734 | $1.08M | 0.06% | +7,352+217.4% | Added |
| Integrated Advisors Network LLC | 10,549 | $1.06M | 0.06% | +25+0.2% | Added |
| Harrell Investment Partners, LLC | 10,413 | $1.04M | 0.32% | −595−5.4% | Reduced |
| Bradley Foster & Sargent Inc | 10,215 | $1.03M | 0.02% | 00.0% | Unchanged |
| Natixis Investment Managers International | 10,072 | $1.01M | 0.06% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 10,024 | $1.01M | 0.15% | +10,024 | New |
| Systematic Financial Management LP | 9,991 | $1.00M | 0.03% | +1,150+13.0% | Added |
| Susquehanna Fundamental Investments, LLC | 9,850 | $989.0K | 0.03% | −48,320−83.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,852 | $989.0K | 0.02% | −2,042−17.2% | Reduced |
| Cumberland Partners Ltd | 9,850 | $989.0K | 0.07% | +2,800+39.7% | Added |
| Qtron Investments LLC | 9,706 | $974.0K | 0.22% | +1,293+15.4% | Added |
| Pacer Advisors, Inc. | 9,604 | $964.0K | 0.01% | −2,103−18.0% | Reduced |
| Industrial Alliance Investment Management Inc. | 9,323 | $936.0K | 0.02% | +9,323 | New |
| Consolidated Planning Corp | 9,252 | $929.0K | 0.60% | −600−6.1% | Reduced |
| Gofen & Glossberg LLC | 9,217 | $925.0K | 0.02% | −68−0.7% | Reduced |
| Gryphon Financial Partners LLC | 9,209 | $925.0K | 0.18% | +287+3.2% | Added |
| RMB Capital Management, LLC | 9,100 | $914.0K | 0.03% | 00.0% | Unchanged |
| Franklin Resources Inc | 9,023 | $906.0K | 0.00% | +389+4.5% | Added |
| Trust Co of Toledo NA | 8,960 | $900.0K | 0.13% | +207+2.4% | Added |
| Chiron Capital Management, LLC | 8,850 | $889.0K | 0.64% | −600−6.3% | Reduced |
| Knowledge Leaders Capital, LLC | 8,711 | $875.0K | 0.64% | −1,019−10.5% | Reduced |
| Keybank National Association | 8,641 | $868.0K | 0.00% | +96+1.1% | Added |
| J. W. Coons Advisors, LLC | 8,513 | $856.0K | 0.26% | +2,957+53.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,440 | $847.0K | 0.00% | +182+2.2% | Added |
| Saturna Capital CORP | 8,352 | $839.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 8,332 | $837.0K | 0.02% | −79−0.9% | Reduced |
| Capital Investment Advisors, LLC | 8,017 | $805.0K | 0.02% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 7,900 | $791.0K | 0.85% | +25+0.3% | Added |
| We Are One Seven, LLC | 7,794 | $783.0K | 0.08% | +74+1.0% | Added |
| Bailey Value Limited Partnership | 7,500 | $753.0K | 0.85% | +7,500 | New |
| Penserra Capital Management LLC | 7,485 | $750.0K | 0.02% | +6,819+1,023.9% | Added |
| LMR Partners LLP | 7,337 | $737.0K | 0.01% | +7,337 | New |
| Sound Financial Strategies Group, LLC | 7,318 | $735.0K | 0.37% | −173−2.3% | Reduced |
| West Michigan Advisors, LLC | 7,309 | $734.0K | 0.55% | +7,309 | New |
| Confluence Wealth Services, Inc. | 7,174 | $720.0K | 0.23% | +7,174 | New |
| Signaturefd, LLC | 7,164 | $719.0K | 0.02% | +419+6.2% | Added |
| Covenant Partners, LLC | 7,122 | $715.0K | 0.26% | 00.0% | Unchanged |
| Monarch Partners Asset Management LLC | 6,952 | $698.0K | 0.14% | −3,180−31.4% | Reduced |
| Intrust Bank NA | 6,960 | $698.0K | 0.08% | +874+14.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,842 | $691.0K | 0.01% | +6,842 | New |
| Baker Tilly Wealth Management, LLC | 6,868 | $690.0K | 0.07% | +1,240+22.0% | Added |
| Lido Advisors, LLC | 6,854 | $688.0K | 0.01% | +6,854 | New |
| Principal Street Partners, LLC | 6,847 | $687.0K | 0.17% | −1,677−19.7% | Reduced |
| Signature Wealth Management Group | 6,813 | $684.0K | 0.34% | −1,055−13.4% | Reduced |
| Texas Yale Capital Corp. | 6,750 | $678.0K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 6,698 | $672.5K | 0.03% | −695−9.4% | Reduced |
| Kestra Advisory Services, LLC | 6,667 | $669.0K | 0.01% | −1,345−16.8% | Reduced |
| Yorktown Management & Research Co Inc | 6,450 | $648.0K | 0.44% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 6,459 | $648.0K | 0.00% | +547+9.3% | Added |
| Hillsdale Investment Management Inc. | 6,435 | $647.0K | 0.04% | −600−8.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,330 | $636.0K | 0.03% | +6,330 | New |
| Norinchukin Bank, The | 6,151 | $618.0K | 0.01% | −97−1.6% | Reduced |
| IFP Advisors, Inc | 6,102 | $613.0K | 0.01% | −17−0.3% | Reduced |
| Versor Investments LP | 6,090 | $611.0K | 0.02% | +918+17.7% | Added |
| Connectus Wealth, LLC | 6,006 | $603.0K | 0.02% | +6,006 | New |
| United Capital Financial Advisers, LLC | 5,984 | $601.0K | 0.00% | −4,996−45.5% | Reduced |
| Huntington National Bank | 5,964 | $599.0K | 0.01% | +201+3.5% | Added |
| Cavalier Investments, LLC | 5,932 | $596.0K | 0.15% | +5,932 | New |
| RBA Wealth Management, LLC | 5,884 | $591.0K | 0.28% | +5,884 | New |
| Montag & Caldwell, LLC | 5,851 | $587.0K | 0.06% | +5,851 | New |
| Horizon Investments, LLC | 5,818 | $584.0K | 0.02% | +5,818 | New |
| Northwestern Mutual Wealth Management Co | 5,718 | $574.0K | 0.00% | +1,177+25.9% | Added |
| Systematic Alpha Investments, LLC | 5,700 | $572.0K | 0.03% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 5,542 | $556.0K | 0.26% | −225−3.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,436 | $546.0K | 0.01% | −10.0% | Reduced |
| Connable Office Inc | 5,398 | $542.0K | 0.07% | +150+2.9% | Added |
| Veritable, L.P. | 5,319 | $534.0K | 0.01% | +103+2.0% | Added |
| Squarepoint Ops LLC | 5,260 | $528.0K | 0.00% | −320−5.7% | Reduced |
| FDx Advisors, Inc. | 5,102 | $512.0K | 0.01% | −536−9.5% | Reduced |
| Integrated Investment Consultants, LLC | 5,072 | $509.0K | 0.14% | −6−0.1% | Reduced |
| HBK Sorce Advisory LLC | 5,056 | $508.0K | 0.03% | +311+6.6% | Added |
| NEXT Financial Group, Inc | 4,996 | $502.0K | 0.03% | +2,064+70.4% | Added |
| Dock Street Asset Management Inc | 4,979 | $500.0K | 0.08% | 00.0% | Unchanged |
| Swedbank AB | 4,904 | $495.4K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4,902 | $492.0K | 0.05% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 4,854 | $487.0K | 0.05% | −23−0.5% | Reduced |
| Wedbush Securities Inc | 4,811 | $483.0K | 0.02% | +198+4.3% | Added |