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 |
|---|---|---|---|---|---|
| Agate Pass Investment Management, LLC | 4,718 | $474.0K | 0.29% | +4,718 | New |
| YorkBridge Wealth Partners, LLC | 4,676 | $469.0K | 0.11% | +68+1.5% | Added |
| Forum Financial Management, LP | 4,663 | $468.0K | 0.02% | +4,663 | New |
| AXA S.A. | 4,571 | $459.0K | 0.00% | −120,266−96.3% | Reduced |
| Essex Financial Services, Inc. | 4,549 | $457.0K | 0.05% | −197−4.2% | Reduced |
| 44 Wealth Management LLC | 4,548 | $457.0K | 0.16% | −69−1.5% | Reduced |
| Modera Wealth Management, LLC | 4,552 | $457.0K | 0.02% | +4,552 | New |
| Bowman & Co S.C. | 4,500 | $452.0K | 0.35% | +4,500 | New |
| Visionary Wealth Advisors | 4,486 | $450.0K | 0.04% | +9+0.2% | Added |
| Seven Eight Capital, LP | 4,492 | $449.0K | 0.08% | +4,492 | New |
| Harbor Investment Advisory, LLC | 4,458 | $448.0K | 0.06% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,448 | $447.0K | 0.06% | +4,448 | New |
| American Portfolios Advisors | 4,409 | $442.7K | 0.01% | +313+7.6% | Added |
| Toroso Investments, LLC | 4,375 | $438.0K | 0.01% | +4,375 | New |
| Steward Partners Investment Advisory, LLC | 4,284 | $430.0K | 0.01% | +128+3.1% | Added |
| Global Financial Private Client, LLC | 4,282 | $429.9K | 0.21% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4,249 | $427.0K | 0.03% | +36+0.9% | Added |
| Globeflex Capital L P | 4,225 | $424.0K | 0.09% | −9,715−69.7% | Reduced |
| Cigna Investments Inc | 4,206 | $422.0K | 0.03% | −1,502−26.3% | Reduced |
| Vontobel Holding Ltd. | 4,178 | $422.0K | 0.00% | −856−17.0% | Reduced |
| Kestra Private Wealth Services, LLC | 4,188 | $420.0K | 0.02% | +10.0% | Added |
| Redpoint Investment Management Pty Ltd | 4,158 | $417.0K | 0.03% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 4,139 | $416.0K | 0.01% | +334+8.8% | Added |
| Forsta Ap-Fonden | 4,100 | $412.0K | 0.00% | +4,100 | New |
| Precision Wealth Strategies, LLC | 4,086 | $410.0K | 0.30% | +778+23.5% | Added |
| Manteio Capital LLC | 4,079 | $410.0K | 0.53% | +4,079 | New |
| Quantitative Investment Management, LLC | 4,073 | $408.0K | 0.06% | +4,073 | New |
| GW Henssler & Associates Ltd | 4,048 | $406.0K | 0.03% | +4,048 | New |
| Contravisory Investment Management, Inc. | 4,045 | $406.0K | 0.11% | +4,045 | New |
| Pensionfund DSM Netherlands | 4,000 | $402.0K | 0.05% | 00.0% | Unchanged |
| Novare Capital Management LLC | 3,930 | $395.0K | 0.04% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,918 | $393.0K | 0.01% | −10,267−72.4% | Reduced |
| Great Valley Advisor Group, Inc. | 3,860 | $388.0K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,849 | $387.0K | 0.01% | +519+15.6% | Added |
| Martin Capital Partners, LLC | 3,829 | $384.0K | 0.18% | −188−4.7% | Reduced |
| Shulman DeMeo Asset Management LLC | 3,812 | $383.0K | 0.10% | −187−4.7% | Reduced |
| Krane Funds Advisors LLC | 3,765 | $378.0K | 0.01% | −783−17.2% | Reduced |
| CWM Advisors, LLC | 3,756 | $377.0K | 0.04% | −7−0.2% | Reduced |
| Arthur M. Cohen & Associates, LLC | 3,750 | $377.0K | 0.07% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 3,741 | $372.0K | 0.01% | +309+9.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,702 | $372.0K | 0.09% | +3,702 | New |
| Skylands Capital, LLC | 3,637 | $364.0K | 0.04% | −901−19.9% | Reduced |
| Fulton Bank, N.A. | 3,578 | $359.0K | 0.02% | −100−2.7% | Reduced |
| Advisor Partners LLC | 3,555 | $357.0K | 0.02% | +915+34.7% | Added |
| Gateway Investment Advisers LLC | 3,508 | $352.0K | 0.00% | −161−4.4% | Reduced |
| Nomura Holdings Inc | 3,450 | $346.0K | 0.00% | −2,363−40.7% | Reduced |
| Pitcairn Co | 3,417 | $343.0K | 0.02% | −61−1.8% | Reduced |
| PSI Advisors, LLC | 3,407 | $342.0K | 0.14% | +407+13.6% | Added |
| Cresset Asset Management, LLC | 3,361 | $338.0K | 0.00% | −356−9.6% | Reduced |
| Corient Capital Partners, LLC | 3,354 | $337.0K | 0.02% | +491+17.1% | Added |
| Fractal Investments LLC | 3,326 | $334.0K | 0.12% | +3,326 | New |
| Quantinno Capital Management LP | 3,258 | $327.0K | 0.06% | +349+12.0% | Added |
| Carroll Financial Associates, Inc. | 3,223 | $325.0K | 0.02% | −6,500−66.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,191 | $320.0K | 0.11% | −103−3.1% | Reduced |
| Symmetry Partners, LLC | 3,189 | $320.0K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 3,163 | $318.0K | 0.00% | +122+4.0% | Added |
| American Trust | 3,111 | $312.0K | 0.02% | +3,111 | New |
| IBM Retirement Fund | 3,087 | $310.0K | 0.04% | −2,139−40.9% | Reduced |
| IndexIQ Advisors LLC | 3,082 | $309.0K | 0.01% | −120−3.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,033 | $305.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 3,032 | $304.0K | 0.00% | −2,547−45.7% | Reduced |
| Evercore Wealth Management, LLC | 3,028 | $304.0K | 0.00% | −126−4.0% | Reduced |
| Ci Investments Inc. | 3,032 | $304.0K | 0.00% | +3,010+13,681.8% | Added |
| Clarus Group, Inc. | 3,077 | $302.0K | 0.20% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,010 | $302.0K | 0.03% | +1,003+50.0% | Added |
| Seeyond | 2,981 | $299.0K | 0.03% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 2,971 | $298.0K | 0.14% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,946 | $296.0K | 0.04% | +2,946 | New |
| Empirical Finance, LLC | 2,937 | $295.0K | 0.03% | +605+25.9% | Added |
| Canandaigua National Corp | 2,894 | $291.0K | 0.04% | −41−1.4% | Reduced |
| Blue Chip Partners, Inc. | 2,898 | $291.0K | 0.04% | +8+0.3% | Added |
| Profund Advisors LLC | 2,868 | $288.0K | 0.01% | +287+11.1% | Added |
| H. L. Ormond & Company, LLC | 2,500 | $287.0K | 0.34% | +2,500 | New |
| Vantage Consulting Group Inc | 2,826 | $284.0K | 0.08% | −30−1.1% | Reduced |
| Syntax Advisors, LLC | 2,826 | $284.0K | 0.21% | +2,826 | New |
| Avantax Advisory Services, Inc. | 2,804 | $281.0K | 0.00% | 00.0% | Unchanged |
| Doyle Wealth Management | 2,771 | $278.0K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,766 | $277.7K | 0.09% | 00.0% | Unchanged |
| Bokf, NA | 2,761 | $277.0K | 0.00% | +124+4.7% | Added |
| Vestcor Inc | 2,711 | $272.0K | 0.01% | −506−15.7% | Reduced |
| Calton & Associates, Inc. | 2,715 | $272.0K | 0.07% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,700 | $271.0K | 0.13% | 00.0% | Unchanged |
| Carroll Investors, Inc | 2,700 | $271.0K | 0.15% | +2,700 | New |
| Principle Wealth Partners LLC | 2,625 | $264.0K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,624 | $263.0K | 0.03% | +2,508+2,162.1% | Added |
| Proequities, Inc. | 2,610 | $262.0K | 0.01% | +138+5.6% | Added |
| Ameritas Investment Partners, Inc. | 2,605 | $261.0K | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 2,553 | $256.0K | 0.01% | +150+6.2% | Added |
| Legacy Financial Advisors, Inc. | 2,530 | $254.0K | 0.06% | +127+5.3% | Added |
| Veriti Management LLC | 2,460 | $247.0K | 0.03% | −1,760−41.7% | Reduced |
| Ieq Capital, LLC | 2,456 | $247.0K | 0.01% | +2,456 | New |
| Checchi Capital Advisers, LLC | 2,451 | $246.0K | 0.03% | +52+2.2% | Added |
| qPULA Trading Management LP | 2,421 | $243.0K | 0.43% | +2,421 | New |
| YHB Investment Advisors, Inc. | 2,397 | $241.0K | 0.02% | −30−1.2% | Reduced |
| Banque Cantonale Vaudoise | 2,400 | $241.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,399 | $241.0K | 0.01% | +149+6.6% | Added |
| Appleton Partners Inc | 2,362 | $237.0K | 0.02% | +2,362 | New |
| Spire Wealth Management | 2,345 | $235.0K | 0.01% | +10+0.4% | Added |
| Salem Investment Counselors Inc | 2,325 | $233.0K | 0.01% | +2,025+675.0% | Added |
| Verition Fund Management LLC | 2,292 | $230.0K | 0.00% | −3,090−57.4% | Reduced |