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, Q1 2022
Institutional positions in Raymond James Financial Inc as of Mar 31, 2022. 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
- 664
- +33 vs. Q4 2021
- Shares held
- 163.2M
- +4.76M (+3.0%) vs. Q4 2021
- Total value
- $17.3B
- +$1.96B (+12.8%) vs. Q4 2021
- New holders
- 81
- 242 more added
- Sold out
- 48
- 222 more reduced
7 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 21,689,564 | $2.38B | 0.06% | +410,025+1.9% | Added |
| BlackRock Inc. | 16,853,667 | $1.85B | 0.05% | −1,451,471−7.9% | Reduced |
| Primecap Management Co | 11,638,384 | $1.28B | 0.96% | +1,374,020+13.4% | Added |
| State Street Corp | 9,277,459 | $1.02B | 0.05% | −20,247−0.2% | Reduced |
| Wellington Management Group LLP | 5,629,875 | $618.8M | 0.11% | +2,510,966+80.5% | Added |
| FMR LLC | 5,143,036 | $565.3M | 0.05% | +1,016,006+24.6% | Added |
| Geode Capital Management, LLC | 3,631,399 | $398.2M | 0.05% | −74,847−2.0% | Reduced |
| Earnest Partners LLC | 3,150,353 | $346.3M | 2.05% | −65,483−2.0% | Reduced |
| Price T Rowe Associates Inc | 2,891,819 | $317.8M | 0.03% | −483,163−14.3% | Reduced |
| JPMorgan Chase & Co | 2,840,652 | $312.2M | 0.04% | −239,655−7.8% | Reduced |
| Massachusetts Financial Services Co | 2,412,946 | $265.2M | 0.08% | +568,302+30.8% | Added |
| Bank of America Corp | 2,364,529 | $259.9M | 0.03% | −166,414−6.6% | Reduced |
| Brave Warrior Advisors, LLC | 2,253,947 | $247.7M | 7.31% | +21,432+1.0% | Added |
| APG Asset Management N.V. | 2,460,079 | $243.0M | 0.46% | +88,967+3.8% | Added |
| Northern Trust Corp | 2,177,066 | $239.3M | 0.04% | −20,767−0.9% | Reduced |
| Invesco Ltd. | 2,038,202 | $224.0M | 0.06% | +1,907+0.1% | Added |
| Norges Bank | 2,031,806 | $223.3M | 0.05% | +276,737+15.8% | Added |
| Southpoint Capital Advisors LP | 1,800,000 | $197.8M | 3.84% | +400,000+28.6% | Added |
| Thrivent Financial for Lutherans | 1,789,546 | $196.7M | 0.38% | +370,185+26.1% | Added |
| Mercer Global Advisors Inc | 1,748,684 | $192.2M | 1.13% | +1,547,275+768.2% | Added |
| Legal & General Group Plc | 1,708,968 | $187.8M | 0.06% | +101,149+6.3% | Added |
| Agf Investments Inc. | 1,607,217 | $176.6M | 1.32% | +1,607,217 | New |
| Bank of New York Mellon Corp | 1,452,998 | $159.7M | 0.03% | −39,060−2.6% | Reduced |
| Congress Asset Management Co | 1,399,324 | $153.8M | 1.31% | −99,386−6.6% | Reduced |
| Dimensional Fund Advisors LP | 1,377,877 | $151.5M | 0.05% | −48,073−3.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,366,244 | $150.2M | 0.05% | +51,266+3.9% | Added |
| Marshall Wace, LLP | 1,290,363 | $141.8M | 0.29% | +97,168+8.1% | Added |
| Harfst & Associates, Inc. | 1,142,978 | $125.6M | 29.18% | −670−0.1% | Reduced |
| Fisher Asset Management, LLC | 1,138,966 | $125.2M | 0.07% | −16,699−1.4% | Reduced |
| Morgan Stanley | 996,344 | $109.5M | 0.01% | +340,086+51.8% | Added |
| UBS Asset Management Americas Inc | 916,322 | $100.7M | 0.04% | +2,574+0.3% | Added |
| Goldman Sachs Group Inc | 908,676 | $99.9M | 0.03% | −422,076−31.7% | Reduced |
| Tredje AP-fonden | 6,684,938 | $96.3M | 1.97% | 00.0% | Unchanged |
| Prudential Financial Inc | 753,402 | $82.8M | 0.11% | −123,523−14.1% | Reduced |
| Holocene Advisors, LP | 739,027 | $81.2M | 0.43% | +300,541+68.5% | Added |
| Citadel Advisors LLC | 729,948 | $80.2M | 0.09% | −508,989−41.1% | Reduced |
| Principal Financial Group Inc | 706,651 | $77.7M | 0.05% | −83,537−10.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 668,032 | $73.4M | 0.49% | −46,983−6.6% | Reduced |
| New York State Common Retirement Fund | 627,036 | $68.9M | 0.07% | −2,276−0.4% | Reduced |
| Parametric Portfolio Associates LLC | 609,274 | $67.0M | 0.04% | +63,292+11.6% | Added |
| Nuveen Asset Management, LLC | 626,942 | $66.3M | 0.02% | +9,060+1.5% | Added |
| Deutsche Bank AG | 600,140 | $66.0M | 0.03% | +9,671+1.6% | Added |
| Royal Bank of Canada | 599,799 | $65.9M | 0.02% | +101,949+20.5% | Added |
| Pinebridge Investments, L.P. | 585,488 | $64.4M | 0.69% | −63,048−9.7% | Reduced |
| Palisade Capital Management LLC | 581,356 | $63.9M | 1.47% | −37,930−6.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 575,078 | $63.2M | 0.70% | −281,900−32.9% | Reduced |
| Macquarie Group Ltd | 564,341 | $62.0M | 0.06% | +69,633+14.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 510,611 | $56.1M | 0.04% | +2,341+0.5% | Added |
| Alliancebernstein L.P. | 501,816 | $55.2M | 0.02% | +45,144+9.9% | Added |
| Premier Fund Managers Ltd | 478,200 | $53.5M | 1.87% | 00.0% | Unchanged |
| Wells Fargo & Company | 484,055 | $53.2M | 0.01% | +47,808+11.0% | Added |
| Glenmede Trust Co NA | 467,220 | $51.4M | 0.25% | +288,460+161.4% | Added |
| Schroder Investment Management Group | 427,604 | $47.9M | 0.06% | −59,154−12.2% | Reduced |
| Martingale Asset Management L P | 433,491 | $47.6M | 0.71% | −49,077−10.2% | Reduced |
| Envestnet Asset Management Inc | 424,374 | $46.6M | 0.02% | +89,209+26.6% | Added |
| First Trust Advisors LP | 408,823 | $44.9M | 0.05% | +34,613+9.2% | Added |
| Prana Capital Management, LP | 390,836 | $43.0M | 3.43% | −101,297−20.6% | Reduced |
| California Public Employees Retirement System | 388,800 | $42.7M | 0.03% | −29,611−7.1% | Reduced |
| HSBC Holdings PLC | 381,636 | $42.2M | 0.06% | −112,003−22.7% | Reduced |
| FIL Ltd | 381,081 | $41.9M | 0.04% | +381,081 | New |
| Advent International Corp | 376,752 | $41.4M | 0.25% | −432,603−53.5% | Reduced |
| SEI Investments Co | 368,220 | $40.5M | 0.08% | +73,174+24.8% | Added |
| Barclays PLC | 354,894 | $39.0M | 0.03% | −90,493−20.3% | Reduced |
| Eaton Vance Management | 347,604 | $38.2M | 0.04% | +148,222+74.3% | Added |
| Manufacturers Life Insurance Company, The | 331,913 | $36.5M | 0.02% | +186,725+128.6% | Added |
| Federated Hermes, Inc. | 329,150 | $36.2M | 0.08% | +4,980+1.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 315,751 | $35.4M | 0.12% | +3,902+1.3% | Added |
| TD Asset Management Inc | 312,124 | $34.3M | 0.03% | +3,533+1.1% | Added |
| Raymond James & Associates | 310,658 | $34.1M | 0.03% | −8,869−2.8% | Reduced |
| California State Teachers Retirement System | 304,911 | $33.5M | 0.04% | −19,218−5.9% | Reduced |
| Davis Capital Partners, LLC | 300,000 | $33.0M | 1.63% | 00.0% | Unchanged |
| Nordea Investment Management AB | 293,988 | $32.9M | 0.04% | −5,354−1.8% | Reduced |
| National Pension Service | 299,176 | $32.9M | 0.06% | −17,818−5.6% | Reduced |
| Iat Reinsurance Co Ltd. | 298,125 | $32.8M | 2.38% | 00.0% | Unchanged |
| Azora Capital LP | 296,675 | $32.6M | 5.44% | +190,867+180.4% | Added |
| Rhumbline Advisers | 295,730 | $32.5M | 0.04% | +10,248+3.6% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 275,270 | $30.3M | 2.20% | +2,237+0.8% | Added |
| Credit Suisse AG | 272,759 | $30.0M | 0.03% | +21,151+8.4% | Added |
| Los Angeles Capital Management LLC | 269,027 | $29.6M | 0.12% | +955+0.4% | Added |
| Pinnacle Associates Ltd | 266,895 | $29.3M | 0.52% | −10,964−3.9% | Reduced |
| Russell Investments Group, Ltd. | 252,053 | $27.7M | 0.05% | −82,750−24.7% | Reduced |
| Renaissance Group LLC | 247,135 | $27.2M | 1.22% | +247,135 | New |
| State Board of Administration of Florida Retirement System | 242,417 | $26.6M | 0.05% | −3,175−1.3% | Reduced |
| Geneva Capital Management LLC | 238,050 | $26.2M | 0.51% | −54,068−18.5% | Reduced |
| New York State Teachers Retirement System | 234,805 | $25.8M | 0.05% | +1,492+0.6% | Added |
| Nicholas Company, Inc. | 233,069 | $25.6M | 0.46% | −64,367−21.6% | Reduced |
| PB Investment Partners, L.P. | 221,597 | $24.4M | 16.56% | +24,144+12.2% | Added |
| Ameriprise Financial Inc | 220,291 | $24.2M | 0.01% | −357,315−61.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 210,150 | $23.1M | 0.04% | +12,800+6.5% | Added |
| Panagora Asset Management Inc | 199,219 | $21.9M | 0.12% | −3,090−1.5% | Reduced |
| Loomis Sayles & Co L P | 195,623 | $21.5M | 0.03% | −33,338−14.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 194,987 | $21.4M | 0.04% | −28,146−12.6% | Reduced |
| Putnam Investments LLC | 192,917 | $21.2M | 0.03% | −750.0% | Reduced |
| Brookfield Asset Management Inc. | 183,937 | $20.2M | 0.08% | +79,217+75.6% | Added |
| State of Alaska, Department of Revenue | 180,447 | $19.8M | 0.21% | +5,098+2.9% | Added |
| Natixis Advisors, L.P. | 180,407 | $19.8M | 0.08% | −13,692−7.1% | Reduced |
| Cookson Peirce & Co Inc | 180,282 | $19.8M | 1.16% | +1,936+1.1% | Added |
| Allspring Global Investments Holdings, LLC | 172,901 | $19.0M | 0.02% | −2,222−1.3% | Reduced |
| Citigroup Inc | 165,265 | $18.2M | 0.02% | −42,013−20.3% | Reduced |
| Bank of Montreal | 156,958 | $17.6M | 0.01% | +3,267+2.1% | Added |