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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $219 | 0.00% | – | – |
| West Paces Advisors Inc. | 5 | $550 | 0.00% | +5 | New |
| Allworth Financial LP | 5 | $1.00K | 0.00% | −160−97.0% | Reduced |
| Surevest, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | +2+25.0% | Added |
| TFC Financial Management | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 9 | $1.00K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 5 | $1.00K | 0.00% | +5 | New |
| JJJ Advisors Inc. | 14 | $2.00K | 0.00% | −61−81.3% | Reduced |
| Lindbrook Capital, LLC | 20 | $2.00K | 0.00% | −53−72.6% | Reduced |
| Albion Financial Group | 20 | $2.00K | 0.00% | −20−50.0% | Reduced |
| C M Bidwell & Associates Ltd | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 17 | $2.00K | 0.00% | +2+13.3% | Added |
| Quent Capital, LLC | 22 | $2.00K | 0.00% | +22 | New |
| Manchester Capital Management LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 27 | $3.00K | 0.00% | +27 | New |
| GW&K Investment Management, LLC | 30 | $3.00K | 0.00% | +30 | New |
| GHP Investment Advisors, Inc. | 30 | $3.00K | 0.00% | +30 | New |
| NewSquare Capital LLC | 24 | $3.00K | 0.00% | +24 | New |
| Disciplined Investments, LLC | 28 | $3.00K | 0.00% | +28 | New |
| Raffa Wealth Management, LLC | 30 | $3.30K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 37 | $4.00K | 0.00% | +7+23.3% | Added |
| Carolinas Wealth Consulting LLC | 48 | $5.00K | 0.00% | −32−40.0% | Reduced |
| Copeland Capital Management, LLC | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 50 | $5.00K | 0.00% | +50 | New |
| Beaird Harris Wealth Management, LLC | 57 | $6.00K | 0.00% | +57 | New |
| Massmutual Trust Co FSB | 64 | $7.00K | 0.00% | +7+12.3% | Added |
| Concord Wealth Partners | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 63 | $7.00K | 0.00% | +63 | New |
| Global Wealth Management Investment Advisory, Inc. | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 73 | $8.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 72 | $8.00K | 0.00% | +21+41.2% | Added |
| Clear Street Markets LLC | 76 | $8.00K | 0.00% | +76 | New |
| MUFG Americas Holdings Corp | 79 | $9.00K | 0.00% | −117−59.7% | Reduced |
| Hexagon Capital Partners LLC | 85 | $9.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 84 | $9.00K | 0.00% | +59+236.0% | Added |
| Zions Bancorporation, N.A. | 89 | $10.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 88 | $10.0K | 0.00% | +50+131.6% | Added |
| Fieldpoint Private Securities, LLC | 100 | $11.0K | 0.00% | +20+25.0% | Added |
| TCI Wealth Advisors, Inc. | 111 | $12.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 111 | $12.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 122 | $13.0K | 0.01% | −502−80.4% | Reduced |
| Addison Advisors LLC | 114 | $13.0K | 0.01% | +50+78.1% | Added |
| Hillsdale Investment Management Inc. | 135 | $15.0K | 0.00% | −6,300−97.9% | Reduced |
| West Oak Capital, LLC | 150 | $16.0K | 0.01% | +150 | New |
| Princeton Global Asset Management LLC | 145 | $16.0K | 0.00% | +145 | New |
| First Community Trust NA | 163 | $18.0K | 0.02% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 168 | $18.0K | 0.00% | +18+12.0% | Added |
| Cullen/Frost Bankers, Inc. | 170 | $19.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 172 | $19.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 191 | $21.0K | 0.00% | +21+12.4% | Added |
| Riverview Trust Co | 192 | $21.0K | 0.02% | +192 | New |
| De Burlo Group Inc | 192 | $21.1K | 0.00% | +192 | New |
| Gemmer Asset Management LLC | 211 | $23.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 215 | $24.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 229 | $25.0K | 0.01% | −48−17.3% | Reduced |
| Washington Trust Advisors, Inc. | 233 | $26.0K | 0.00% | −80−25.6% | Reduced |
| Farmers & Merchants Investments Inc | 247 | $27.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 259 | $28.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 256 | $28.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 271 | $30.0K | 0.00% | −46−14.5% | Reduced |
| Country Trust Bank | 277 | $30.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 292 | $32.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 343 | $32.0K | 0.00% | +343 | New |
| Bray Capital Advisors | 300 | $33.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 300 | $33.0K | 0.02% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 303 | $33.0K | 0.00% | +21+7.4% | Added |
| Covestor Ltd | 317 | $35.0K | 0.02% | +138+77.1% | Added |
| Front Row Advisors LLC | 355 | $39.0K | 0.02% | −4−1.1% | Reduced |
| Laurel Wealth Advisors LLC | 359 | $39.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 370 | $40.0K | 0.01% | +43+13.1% | Added |
| Trust Co | 379 | $42.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 398 | $44.0K | 0.04% | 00.0% | Unchanged |
| TCWP LLC | 432 | $47.0K | 0.01% | +432 | New |
| Denali Advisors LLC | 450 | $49.0K | 0.02% | −300−40.0% | Reduced |
| Smith Group Asset Management, LLC | 449 | $49.0K | 0.00% | −24−5.1% | Reduced |
| CVA Family Office, LLC | 457 | $50.0K | 0.01% | +90+24.5% | Added |
| Resources Management Corp | 472 | $52.0K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 501 | $55.0K | 0.00% | −114−18.5% | Reduced |
| Repertoire Partners LP | 500 | $55.0K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 512 | $56.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 545 | $59.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 582 | $64.0K | 0.01% | −130−18.3% | Reduced |
| Prospera Financial Services Inc | 602 | $66.0K | 0.00% | +602 | New |
| Private Capital Group, LLC | 627 | $69.0K | 0.02% | −32−4.9% | Reduced |
| Quadrant Capital Group LLC | 711 | $79.0K | 0.01% | +264+59.1% | Added |
| Whittier Trust Co | 728 | $80.0K | 0.00% | +6+0.8% | Added |
| Cambridge Trust Co | 783 | $86.0K | 0.00% | −237−23.2% | Reduced |
| Parallel Advisors, LLC | 829 | $93.0K | 0.00% | +68+8.9% | Added |