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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.

Institutional holdersQ4 2021: 638 institutions
Q1 2021: 552 institutionsQ2 2021: 565 institutionsQ3 2021: 583 institutionsQ4 2021: 638 institutionsQ1 2022: 664 institutionsQ2 2022: 657 institutionsQ3 2022: 666 institutionsQ4 2022: 701 institutionsQ1 2023: 664 institutionsQ2 2023: 644 institutionsQ3 2023: 658 institutionsQ4 2023: 720 institutionsQ1 2024: 729 institutionsQ2 2024: 751 institutionsQ3 2024: 768 institutionsQ4 2024: 840 institutionsQ1 2025: 858 institutionsQ2 2025: 857 institutionsQ3 2025: 894 institutionsQ4 2025: 936 institutionsQ1 2026: 925 institutionsQ2 2026: 904 institutions
Value heldQ4 2021: $15.5B
Q1 2021: $12.3BQ2 2021: $13.2BQ3 2021: $14.0BQ4 2021: $15.5BQ1 2022: $17.3BQ2 2022: $14.3BQ3 2022: $16.1BQ4 2022: $17.5BQ1 2023: $14.8BQ2 2023: $16.5BQ3 2023: $15.7BQ4 2023: $17.4BQ1 2024: $19.9BQ2 2024: $18.9BQ3 2024: $19.1BQ4 2024: $23.9BQ1 2025: $21.8BQ2 2025: $23.8BQ3 2025: $26.0BQ4 2025: $24.6BQ1 2026: $22.0BQ2 2026: $23.1B
Institutions holding RJF and their total value by quarter
QuarterHoldersValue
Q2 2026904$23.1B
Q1 2026925$22.0B
Q4 2025936$24.6B
Q3 2025894$26.0B
Q2 2025857$23.8B
Q1 2025858$21.8B
Q4 2024840$23.9B
Q3 2024768$19.1B
Q2 2024751$18.9B
Q1 2024729$19.9B
Q4 2023720$17.4B
Q3 2023658$15.7B
Q2 2023644$16.5B
Q1 2023664$14.8B
Q4 2022701$17.5B
Q3 2022666$16.1B
Q2 2022657$14.3B
Q1 2022664$17.3B
Q4 2021638$15.5B
Q3 2021583$14.0B
Q2 2021565$13.2B
Q1 2021552$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.

Institutions holding RJF in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
HM Payson & Co73$7.00K0.00%−1−1.4%Reduced
Lindbrook Capital, LLC73$7.00K0.00%00.0%Unchanged
Amplius Wealth Advisors, LLC71$7.00K0.00%+71New
Massmutual Trust Co FSB57$6.00K0.00%−1−1.7%Reduced
Concord Wealth Partners65$6.00K0.00%+20+44.4%Added
Addison Advisors LLC64$6.00K0.00%+52+433.3%Added
Signet Financial Management, LLC62$6.00K0.00%+62New
Bedel Financial Consulting, Inc.57$6.00K0.00%+57New
Sandy Spring Bank51$5.00K0.00%00.0%Unchanged
Copeland Capital Management, LLC49$5.00K0.00%00.0%Unchanged
MV Capital Management, Inc.51$5.00K0.00%+5+10.9%Added
Plante Moran Financial Advisors, LLC52$5.00K0.00%+52New
Curi Capital51$5.00K0.00%+51New
Albion Financial Group40$4.00K0.00%+40New
JFS Wealth Advisors, LLC38$4.00K0.00%+38New
KB Financial Partners, LLC36$4.00K0.00%+36New
Fortitude Advisory Group L.L.C.42$4.00K0.00%+42New
Raffa Wealth Management, LLC30$3.01K0.00%00.0%Unchanged
Snowden Capital Advisors LLC31$3.00K0.00%−2,494−98.8%Reduced
Manchester Capital Management LLC28$3.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC33$3.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC32$3.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC27$3.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc25$3.00K0.00%+25New
Centerpoint Advisors, LLC30$3.00K0.00%+30New
Schubert & Co30$3.00K0.00%+30New
Brown Brothers Harriman & Co19$2.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.18$2.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC18$2.00K0.00%00.0%Unchanged
Retirement Group, LLC19$2.00K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd16$2.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.15$2.00K0.00%+15New
TFC Financial Management9$1.00K0.00%00.0%Unchanged
Surevest, LLC7$1.00K0.00%+7New
Capital Advisors, Ltd. LLC8$1.00K0.00%+8New
WestEnd Advisors, LLC2$2000.00%––
New England Professional Planning Group Inc.36,090$00.00%+2,250+6.6%Added
Versant Capital Management, Inc3$00.00%00.0%Unchanged
Ceredex Value Advisors LLC0$00.00%−829,050−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−87,109−100.0%Sold out
M&G Investment Management Ltd0$00.00%−86,755−100.0%Sold out
Inherent Group, LP0$00.00%−75,450−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−28,835−100.0%Sold out
Simplex Trading, LLC0$00.00%−11,374−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−9,184−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−8,335−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−7,600−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−6,223−100.0%Sold out
Wolverine Trading, LLC0$00.00%−5,416−100.0%Sold out
Aigen Investment Management, LP0$00.00%−4,523−100.0%Sold out
CenterStar Asset Management, LLC0$00.00%–Sold out
Dynamic Technology Lab Private Ltd0$00.00%−3,285−100.0%Sold out
Boston Private Wealth LLC0$00.00%−2,971−100.0%Sold out
Enterprise Financial Services Corp0$00.00%−2,877−100.0%Sold out
Teza Capital Management LLC0$00.00%−2,557−100.0%Sold out
Walleye Capital LLC0$00.00%−2,553−100.0%Sold out
Centiva Capital, LP0$00.00%−2,537−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−2,468−100.0%Sold out
Algert Global LLC0$00.00%−2,398−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−2,280−100.0%Sold out
PDT Partners, LLC0$00.00%−2,259−100.0%Sold out
Angeles Investment Advisors, LLC0$00.00%−2,179−100.0%Sold out
Neo Ivy Capital Management0$00.00%−2,900−100.0%Sold out
Twin Tree Management, LP0$00.00%−2,071−100.0%Sold out
SG3 Management, LLC0$00.00%−2,000−100.0%Sold out
Creative Financial Designs Inc0$00.00%−1,387−100.0%Sold out
Cutler Group LP0$00.00%−1,013−100.0%Sold out
Ossiam0$00.00%−955−100.0%Sold out
Pacitti Group Inc.0$00.00%−839−100.0%Sold out
Group One Trading, L.P.0$00.00%−801−100.0%Sold out
Kowal Investment Group, LLC0$00.00%−800−100.0%Sold out
Phoenix Wealth Advisors0$00.00%−750−100.0%Sold out
CX Institutional0$00.00%−389−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−365−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−346−100.0%Sold out
Financial Management Professionals, Inc.0$00.00%−150−100.0%Sold out
Guidance Point Advisors, LLC0$00.00%−81−100.0%Sold out
D'Orazio & Associates, Inc.0$00.00%−66−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−64−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−58−100.0%Sold out
Syverson Strege & Co0$00.00%−39−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−25−100.0%Sold out
Bartlett & Co. LLC0$00.00%−21−100.0%Sold out
Bartlett & Co. Wealth Management LLC0$00.00%−21−100.0%Sold out
Leonteq Securities AG0$00.00%−12−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−2−100.0%Sold out
Marshall Wace Asia Ltd––––Not filed
BBVA USA––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
NorthCoast Asset Management LLC––––Not filed
World Asset Management Inc––––Not filed
First Mercantile Trust Co––––Not filed
Berman Capital Advisors, LLC––––Not filed