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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 869 | $95.5K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 895 | $97.0K | 0.01% | +245+37.7% | Added |
| Penserra Capital Management LLC | 915 | $100.0K | 0.00% | −6,570−87.8% | Reduced |
| First Horizon Advisors, Inc. | 929 | $103.0K | 0.01% | −923−49.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 944 | $104.0K | 0.00% | +944 | New |
| Belpointe Asset Management LLC | 1,028 | $113.0K | 0.01% | +1,028 | New |
| Brown Brothers Harriman & Co | 1,048 | $115.0K | 0.00% | +1,029+5,415.8% | Added |
| EverSource Wealth Advisors, LLC | 1,077 | $118.0K | 0.03% | +34+3.3% | Added |
| Aaron Wealth Advisors | 13,409 | $122.0K | 0.00% | +13,409 | New |
| Coastal Capital Group, Inc. | 1,119 | $123.0K | 0.03% | +1+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,123 | $123.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,165 | $128.0K | 0.06% | +485+71.3% | Added |
| CWM, LLC | 1,249 | $137.0K | 0.00% | +912+270.6% | Added |
| Smithfield Trust Co | 1,252 | $138.0K | 0.01% | +3+0.2% | Added |
| National Bank of Canada | 1,353 | $149.0K | 0.00% | +106+8.5% | Added |
| Endurance Wealth Management, Inc. | 1,400 | $154.0K | 0.02% | −800−36.4% | Reduced |
| Sentry Investment Management LLC | 1,403 | $154.0K | 0.05% | −236−14.4% | Reduced |
| Exchange Traded Concepts, LLC | 1,486 | $163.0K | 0.00% | +1,486 | New |
| Deane Retirement Strategies, Inc. | 1,507 | $164.0K | 0.09% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,495 | $164.0K | 0.01% | +753+101.5% | Added |
| River & Mercantile Investments Ltd | 1,534 | $169.0K | 0.04% | +1,534 | New |
| AIA Group Ltd | 1,595 | $175.0K | 0.01% | +723+82.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,732 | $190.0K | 0.01% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 1,820 | $200.0K | 0.07% | −297−14.0% | Reduced |
| Altshuler Shaham Ltd | 1,832 | $201.0K | 0.00% | +266+17.0% | Added |
| Vident Investment Advisory, LLC | 1,840 | $202.0K | 0.01% | +1,840 | New |
| Trust Asset Management LLC | 1,851 | $203.0K | 0.02% | +1,851 | New |
| Rehmann Capital Advisory Group | 1,938 | $213.1K | 0.02% | −69−3.4% | Reduced |
| Stonnington Group, LLC | 2,000 | $216.0K | 0.05% | +2,000 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,971 | $217.0K | 0.01% | −240−10.9% | Reduced |
| PGGM Investments | 2,230 | $224.0K | 0.00% | 00.0% | Unchanged |
| Financial Insights, Inc. | 2,061 | $227.0K | 0.21% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 2,067 | $227.0K | 0.15% | +2,067 | New |
| Bill Few Associates, Inc. | 2,095 | $230.0K | 0.13% | 00.0% | Unchanged |
| First Bank & Trust | 2,167 | $238.0K | 0.07% | +60+2.8% | Added |
| Arbor Investment Advisors, LLC | 2,181 | $240.0K | 0.05% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 2,192 | $241.0K | 0.02% | +32+1.5% | Added |
| TruWealth Advisors, LLC | 2,197 | $241.0K | 0.03% | +2,197 | New |
| Horizon Family Wealth, Inc. | 2,196 | $241.0K | 0.24% | +2,196 | New |
| YHB Investment Advisors, Inc. | 2,206 | $242.0K | 0.02% | −191−8.0% | Reduced |
| Intersect Capital LLC | 2,206 | $242.0K | 0.05% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 2,199 | $242.0K | 0.02% | +152+7.4% | Added |
| Principle Wealth Partners LLC | 2,225 | $245.0K | 0.03% | −400−15.2% | Reduced |
| Spire Wealth Management | 2,286 | $249.0K | 0.01% | −59−2.5% | Reduced |
| Pathstone Family Office, LLC | 2,155 | $249.0K | 0.01% | +2,155 | New |
| Appleton Partners Inc | 2,300 | $253.0K | 0.02% | −62−2.6% | Reduced |
| Bessemer Group Inc | 2,300 | $253.0K | 0.00% | +1,523+196.0% | Added |
| Salem Investment Counselors Inc | 2,325 | $256.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,379 | $261.0K | 0.00% | −653−21.5% | Reduced |
| Legacy Financial Advisors, Inc. | 2,376 | $261.0K | 0.06% | −154−6.1% | Reduced |
| Cerity Partners LLC | 2,381 | $262.0K | 0.00% | +2,381 | New |
| Banque Cantonale Vaudoise | 2,400 | $263.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,445 | $268.0K | 0.01% | −160−6.1% | Reduced |
| Central Trust Co | 2,489 | $273.0K | 0.01% | +610+32.5% | Added |
| H. L. Ormond & Company, LLC | 2,500 | $275.0K | 0.34% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,511 | $276.0K | 0.03% | +60+2.4% | Added |
| Wetherby Asset Management Inc | 2,520 | $277.0K | 0.02% | +121+5.0% | Added |
| Sciencast Management LP | 2,560 | $278.0K | 0.06% | +2,560 | New |
| Toroso Investments, LLC | 2,539 | $279.0K | 0.01% | −1,836−42.0% | Reduced |
| Vantage Consulting Group Inc | 2,535 | $279.0K | 0.11% | −291−10.3% | Reduced |
| Syntax Advisors, LLC | 2,535 | $279.0K | 0.23% | −291−10.3% | Reduced |
| Rockefeller Capital Management L.P. | 2,572 | $282.0K | 0.00% | +1,221+90.4% | Added |
| Jump Financial, LLC | 2,600 | $286.0K | 0.01% | −25,356−90.7% | Reduced |
| Novare Capital Management LLC | 2,600 | $286.0K | 0.03% | −1,330−33.8% | Reduced |
| Profund Advisors LLC | 2,620 | $288.0K | 0.01% | −248−8.6% | Reduced |
| Exane Derivatives | 2,647 | $290.9K | 0.08% | +1,406+113.3% | Added |
| Great Lakes Advisors, LLC | 2,651 | $291.0K | 0.00% | +2,651 | New |
| Nations Financial Group Inc, | 2,659 | $292.0K | 0.04% | +2,659 | New |
| Cresset Asset Management, LLC | 2,679 | $294.0K | 0.00% | −682−20.3% | Reduced |
| Gyon Technologies Capital Management, LP | 2,692 | $296.0K | 0.21% | −22,239−89.2% | Reduced |
| Carroll Investors, Inc | 2,700 | $296.0K | 0.19% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,700 | $297.0K | 0.14% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 2,715 | $298.0K | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,720 | $299.0K | 0.00% | −2,998−52.4% | Reduced |
| Evercore Wealth Management, LLC | 2,728 | $300.0K | 0.01% | −300−9.9% | Reduced |
| Eudaimonia Advisors LLC | 2,728 | $300.0K | 0.17% | +2,728 | New |
| Bokf, NA | 2,741 | $301.0K | 0.00% | −20−0.7% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,750 | $303.0K | 0.06% | −1,000−26.7% | Reduced |
| Sutton Wealth Advisors Inc. | 2,772 | $304.7K | 0.10% | +6+0.2% | Added |
| Veriti Management LLC | 2,803 | $308.0K | 0.04% | +343+13.9% | Added |
| Avantax Advisory Services, Inc. | 2,804 | $309.0K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,826 | $311.0K | 0.01% | +2,826 | New |
| Canandaigua National Corp | 2,883 | $317.0K | 0.05% | −11−0.4% | Reduced |
| Seeyond | 2,894 | $318.0K | 0.03% | −87−2.9% | Reduced |
| Blue Chip Partners, Inc. | 2,907 | $319.0K | 0.04% | +9+0.3% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,925 | $321.0K | 0.06% | +2,925 | New |
| Vestcor Inc | 2,929 | $322.0K | 0.01% | +218+8.0% | Added |
| Metis Global Partners, LLC | 2,933 | $322.0K | 0.04% | +2,933 | New |
| IBM Retirement Fund | 2,951 | $324.0K | 0.05% | −136−4.4% | Reduced |
| Navellier & Associates Inc | 2,946 | $324.0K | 0.06% | 00.0% | Unchanged |
| Proequities, Inc. | 2,948 | $324.0K | 0.02% | +338+13.0% | Added |
| Assetmark, Inc | 2,946 | $324.0K | 0.00% | +2,122+257.5% | Added |
| Personal Cfo Solutions, LLC | 2,953 | $325.0K | 0.06% | +2,953 | New |
| Balentine LLC | 2,966 | $326.0K | 0.01% | +2,966 | New |
| Moseley Investment Management Inc | 2,971 | $327.0K | 0.18% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,010 | $331.0K | 0.03% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 3,033 | $333.0K | 0.01% | 00.0% | Unchanged |
| American Trust | 3,064 | $337.0K | 0.02% | −47−1.5% | Reduced |
| Clarus Group, Inc. | 3,077 | $338.0K | 0.23% | 00.0% | Unchanged |
| Diversified Trust Co | 3,087 | $339.0K | 0.01% | +3,087 | New |