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 |
|---|---|---|---|---|---|
| Banco Santander, S.A. | 2,242 | $225.0K | 0.00% | +2,242 | New |
| PGGM Investments | 2,230 | $224.0K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,211 | $222.0K | 0.01% | +2,211 | New |
| Endurance Wealth Management, Inc. | 2,200 | $221.0K | 0.02% | −50−2.2% | Reduced |
| Intersect Capital LLC | 2,206 | $221.0K | 0.04% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 2,181 | $219.0K | 0.04% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 2,160 | $217.0K | 0.02% | +2,160 | New |
| Triangle Securities Wealth Management | 2,117 | $213.0K | 0.07% | +2,117 | New |
| First Bank & Trust | 2,107 | $211.0K | 0.09% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2,095 | $210.0K | 0.11% | +2,095 | New |
| Financial Insights, Inc. | 2,061 | $207.0K | 0.18% | +2,061 | New |
| Tokio Marine Asset Management Co Ltd | 2,047 | $206.0K | 0.02% | +2,047 | New |
| Rehmann Capital Advisory Group | 2,007 | $201.6K | 0.02% | +2,007 | New |
| Central Trust Co | 1,879 | $189.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,852 | $184.0K | 0.01% | +14+0.8% | Added |
| Acadian Asset Management LLC | 1,750 | $175.0K | 0.00% | +1,750 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,732 | $174.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,639 | $165.0K | 0.04% | −1−0.1% | Reduced |
| Altshuler Shaham Ltd | 1,566 | $157.0K | 0.00% | +1,566 | New |
| AlphaCentric Advisors LLC | 1,519 | $153.0K | 0.04% | +1,519 | New |
| Castleview Partners, LLC | 15,260 | $152.0K | 0.00% | +15,260 | New |
| Deane Retirement Strategies, Inc. | 1,507 | $151.0K | 0.08% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,351 | $135.0K | 0.00% | −882−39.5% | Reduced |
| SG Americas Securities, LLC | 1,331 | $134.0K | 0.00% | −319−19.3% | Reduced |
| Smithfield Trust Co | 1,249 | $127.0K | 0.01% | −71−5.4% | Reduced |
| National Bank of Canada | 1,247 | $125.0K | 0.00% | +1,247 | New |
| Exane Derivatives | 1,241 | $124.6K | 0.03% | −219−15.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,123 | $112.7K | 0.00% | −1−0.1% | Reduced |
| Coastal Capital Group, Inc. | 1,118 | $112.0K | 0.03% | +1+0.1% | Added |
| EverSource Wealth Advisors, LLC | 1,043 | $105.0K | 0.03% | +1,043 | New |
| Cambridge Trust Co | 1,020 | $102.0K | 0.00% | +1,020 | New |
| GraniteShares Advisors LLC | 972 | $97.0K | 0.04% | +972 | New |
| AIA Group Ltd | 872 | $88.0K | 0.00% | +872 | New |
| Caldwell Trust Co | 869 | $87.2K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 824 | $83.0K | 0.00% | +701+569.9% | Added |
| Bessemer Group Inc | 777 | $79.0K | 0.00% | +2+0.3% | Added |
| Eagle Bay Advisors LLC | 770 | $78.0K | 0.05% | −228−22.8% | Reduced |
| Parallel Advisors, LLC | 761 | $76.0K | 0.00% | +198+35.2% | Added |
| Denali Advisors LLC | 750 | $75.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 742 | $74.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 722 | $72.0K | 0.00% | −5−0.7% | Reduced |
| Deseret Mutual Benefit Administrators | 712 | $71.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 690 | $69.0K | 0.00% | +54+8.5% | Added |
| State of Wyoming | 680 | $68.0K | 0.03% | −37−5.2% | Reduced |
| Delta Asset Management LLC | 675 | $68.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 659 | $66.0K | 0.01% | +1+0.2% | Added |
| FourThought Financial, LLC | 650 | $65.0K | 0.01% | −193−22.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 624 | $63.0K | 0.02% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 615 | $62.0K | 0.00% | −230−27.2% | Reduced |
| SOA Wealth Advisors, LLC. | 545 | $55.0K | 0.01% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 546 | $55.0K | 0.06% | +546 | New |
| Umb Bank N A | 512 | $51.0K | 0.00% | +512 | New |
| Repertoire Partners LP | 500 | $50.0K | 0.04% | +500 | New |
| Resources Management Corp | 472 | $47.0K | 0.01% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 473 | $47.0K | 0.00% | +40+9.2% | Added |
| Quadrant Capital Group LLC | 447 | $45.0K | 0.01% | +57+14.6% | Added |
| Tilia Fiduciary Partners, Inc. | 398 | $40.0K | 0.03% | +398 | New |
| Trust Co | 379 | $38.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 375 | $37.0K | 0.01% | 00.0% | Unchanged |
| First Quadrant L P | 372 | $37.0K | 0.00% | +372 | New |
| CVA Family Office, LLC | 367 | $37.0K | 0.01% | +367 | New |
| Front Row Advisors LLC | 359 | $36.0K | 0.01% | −14−3.8% | Reduced |
| Laurel Wealth Advisors LLC | 359 | $36.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 337 | $34.0K | 0.00% | +337 | New |
| Parkside Financial Bank & Trust | 327 | $33.0K | 0.01% | +122+59.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 317 | $32.0K | 0.00% | +1+0.3% | Added |
| Washington Trust Advisors, Inc. | 313 | $31.0K | 0.00% | +313 | New |
| Bray Capital Advisors | 300 | $30.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 300 | $30.0K | 0.02% | +300 | New |
| FinTrust Capital Advisors, LLC | 292 | $29.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 277 | $28.0K | 0.02% | −1−0.4% | Reduced |
| Country Trust Bank | 277 | $28.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 282 | $28.0K | 0.00% | +267+1,780.0% | Added |
| Future Financial Wealth Managment LLC | 259 | $27.0K | 0.02% | +259 | New |
| Jackson, Grant Investment Advisers, Inc. | 256 | $26.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 247 | $25.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 215 | $22.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 211 | $21.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 196 | $20.0K | 0.00% | −1−0.5% | Reduced |
| Covestor Ltd | 179 | $18.0K | 0.03% | +179 | New |
| Cullen/Frost Bankers, Inc. | 170 | $17.0K | 0.00% | −759−81.7% | Reduced |
| Valley National Advisers Inc | 172 | $17.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 165 | $17.0K | 0.00% | +105+175.0% | Added |
| Glassman Wealth Services | 170 | $17.0K | 0.00% | +112+193.1% | Added |
| First Community Trust NA | 163 | $16.4K | 0.01% | +163 | New |
| Harbour Investments, Inc. | 160 | $16.0K | 0.00% | −144−47.4% | Reduced |
| Lenox Wealth Advisors, LLC | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 128 | $13.0K | 0.00% | −1−0.8% | Reduced |
| TCI Wealth Advisors, Inc. | 111 | $11.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 111 | $11.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 97 | $10.0K | 0.00% | −16−14.2% | Reduced |
| Bell Investment Advisors, Inc | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $10.0K | 0.02% | +100 | New |
| Zions Bancorporation, N.A. | 89 | $9.00K | 0.00% | −8,147−98.9% | Reduced |
| Hexagon Capital Partners LLC | 85 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 81 | $8.18K | 0.00% | +81 | New |
| JJJ Advisors Inc. | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 80 | $8.00K | 0.00% | +5+6.7% | Added |
| Fieldpoint Private Securities, LLC | 80 | $8.00K | 0.00% | +10+14.3% | Added |