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 |
|---|---|---|---|---|---|
| Pitcairn Co | 3,091 | $340.0K | 0.03% | −326−9.5% | Reduced |
| Fulton Bank, N.A. | 3,145 | $345.0K | 0.02% | −433−12.1% | Reduced |
| Ieq Capital, LLC | 3,156 | $347.0K | 0.01% | +700+28.5% | Added |
| Symmetry Partners, LLC | 3,189 | $351.0K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 3,195 | $351.0K | 0.12% | +4+0.1% | Added |
| National Asset Management, Inc. | 3,205 | $353.0K | 0.01% | −644−16.7% | Reduced |
| Vontobel Holding Ltd. | 3,162 | $355.0K | 0.00% | −1,016−24.3% | Reduced |
| CWM Advisors, LLC | 3,242 | $356.0K | 0.04% | −514−13.7% | Reduced |
| Cigna Investments Inc | 3,253 | $357.0K | 0.04% | −953−22.7% | Reduced |
| Empirical Finance, LLC | 3,312 | $364.0K | 0.04% | +375+12.8% | Added |
| Vestmark Advisory Solutions, Inc. | 3,308 | $364.0K | 0.02% | +755+29.6% | Added |
| Private Advisor Group, LLC | 3,311 | $364.0K | 0.00% | +3,311 | New |
| Fractal Investments LLC | 3,321 | $365.0K | 0.11% | −5−0.2% | Reduced |
| Greenleaf Trust | 3,356 | $369.0K | 0.00% | +193+6.1% | Added |
| PSI Advisors, LLC | 3,407 | $374.0K | 0.15% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,543 | $389.0K | 0.02% | +3,512+11,329.0% | Added |
| Gateway Investment Advisers LLC | 3,577 | $393.0K | 0.00% | +69+2.0% | Added |
| Skylands Capital, LLC | 3,637 | $399.0K | 0.05% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 3,656 | $401.0K | 0.01% | +574+18.6% | Added |
| Advisor Partners LLC | 3,693 | $406.0K | 0.03% | +138+3.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,701 | $407.0K | 0.00% | −4,739−56.1% | Reduced |
| Great Valley Advisor Group, Inc. | 3,765 | $414.0K | 0.02% | −95−2.5% | Reduced |
| MQS Management LLC | 3,778 | $415.0K | 0.34% | +3,778 | New |
| Harvest Fund Management Co., Ltd | 3,789 | $416.0K | 0.09% | +3,414+910.4% | Added |
| Precision Wealth Strategies, LLC | 3,855 | $424.0K | 0.25% | −231−5.7% | Reduced |
| Krane Funds Advisors LLC | 3,913 | $430.0K | 0.02% | +148+3.9% | Added |
| YorkBridge Wealth Partners, LLC | 3,932 | $432.0K | 0.09% | −744−15.9% | Reduced |
| RBA Wealth Management, LLC | 3,948 | $434.0K | 0.21% | −1,936−32.9% | Reduced |
| Bowman & Co S.C. | 4,000 | $440.0K | 0.34% | −500−11.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,012 | $441.0K | 0.12% | +200+5.2% | Added |
| Cetera Advisor Networks LLC | 4,031 | $443.0K | 0.01% | −108−2.6% | Reduced |
| GW Henssler & Associates Ltd | 4,048 | $445.0K | 0.03% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 4,045 | $445.0K | 0.13% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 4,047 | $445.0K | 0.20% | +218+5.7% | Added |
| Kestra Private Wealth Services, LLC | 4,097 | $450.0K | 0.02% | −91−2.2% | Reduced |
| Corient Capital Partners, LLC | 4,142 | $455.0K | 0.03% | +788+23.5% | Added |
| Redpoint Investment Management Pty Ltd | 4,158 | $457.0K | 0.05% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 4,183 | $460.0K | 0.04% | −366−8.0% | Reduced |
| Globeflex Capital L P | 4,225 | $464.0K | 0.09% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 4,227 | $465.0K | 0.07% | +969+29.7% | Added |
| Global Financial Private Client, LLC | 4,282 | $466.5K | 0.23% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4,249 | $467.0K | 0.04% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4,288 | $471.0K | 0.05% | −614−12.5% | Reduced |
| Wedbush Securities Inc | 4,347 | $478.0K | 0.02% | −464−9.6% | Reduced |
| Banque Pictet & Cie SA | 4,369 | $480.0K | 0.00% | −11,383−72.3% | Reduced |
| Natixis Investment Managers International | 4,397 | $483.0K | 0.01% | −5,675−56.3% | Reduced |
| 44 Wealth Management LLC | 4,420 | $486.0K | 0.18% | −128−2.8% | Reduced |
| Harbor Investment Advisory, LLC | 4,458 | $490.0K | 0.06% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,479 | $492.3K | 0.02% | +70+1.6% | Added |
| Agate Pass Investment Management, LLC | 4,518 | $497.0K | 0.31% | −200−4.2% | Reduced |
| Visionary Wealth Advisors | 4,533 | $498.0K | 0.04% | +47+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 4,607 | $506.0K | 0.01% | +323+7.5% | Added |
| Cetera Investment Advisers | 4,636 | $510.0K | 0.01% | +1,604+52.9% | Added |
| Forum Financial Management, LP | 4,663 | $512.0K | 0.02% | 00.0% | Unchanged |
| Swedbank AB | 4,904 | $539.0K | 0.00% | 00.0% | Unchanged |
| Prudential PLC | 4,917 | $540.0K | 0.01% | +4,917 | New |
| Dock Street Asset Management Inc | 4,979 | $547.0K | 0.10% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 5,030 | $553.0K | 0.03% | +5,030 | New |
| FDx Advisors, Inc. | 5,189 | $570.0K | 0.02% | +87+1.7% | Added |
| Integrated Investment Consultants, LLC | 5,197 | $571.0K | 0.16% | +125+2.5% | Added |
| HBK Sorce Advisory LLC | 5,305 | $583.0K | 0.03% | +249+4.9% | Added |
| Apollon Wealth Management, LLC | 5,314 | $584.0K | 0.04% | +5,314 | New |
| Connable Office Inc | 5,398 | $593.0K | 0.08% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 5,476 | $602.0K | 0.01% | +5,476 | New |
| Connectus Wealth, LLC | 6,006 | $603.0K | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 5,515 | $606.0K | 0.05% | +661+13.6% | Added |
| Tranquility Partners, LLC | 5,542 | $609.0K | 0.29% | 00.0% | Unchanged |
| Twin Tree Management, LP | 5,537 | $609.0K | 0.01% | +5,537 | New |
| Systematic Alpha Investments, LLC | 5,700 | $626.0K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 5,834 | $641.0K | 0.01% | +5,834 | New |
| SG Americas Securities, LLC | 5,922 | $651.0K | 0.01% | +4,591+344.9% | Added |
| Baker Tilly Wealth Management, LLC | 5,973 | $656.0K | 0.07% | −895−13.0% | Reduced |
| Veritable, L.P. | 5,994 | $659.0K | 0.01% | +675+12.7% | Added |
| K.J. Harrison & Partners Inc | 6,000 | $659.0K | 0.11% | +6,000 | New |
| Huntington National Bank | 6,064 | $667.0K | 0.01% | +100+1.7% | Added |
| Williams Jones Wealth Management, LLC. | 6,096 | $670.0K | 0.01% | +660+12.1% | Added |
| Nomura Holdings Inc | 6,156 | $670.0K | 0.01% | +2,706+78.4% | Added |
| United Capital Financial Advisers, LLC | 6,243 | $686.0K | 0.00% | +259+4.3% | Added |
| Signature Wealth Management Group | 6,257 | $688.0K | 0.31% | −556−8.2% | Reduced |
| Versor Investments LP | 6,362 | $699.0K | 0.03% | +272+4.5% | Added |
| Cavalier Investments, LLC | 6,370 | $700.0K | 0.18% | +438+7.4% | Added |
| Yorktown Management & Research Co Inc | 6,450 | $709.0K | 0.60% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 6,510 | $716.0K | 0.03% | +180+2.8% | Added |
| American National Registered Investment Advisor, Inc. | 6,536 | $718.0K | 0.26% | +6,536 | New |
| Moody National Bank Trust Division | 6,580 | $724.0K | 0.02% | +6,580 | New |
| Texas Yale Capital Corp. | 6,750 | $742.0K | 0.04% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 6,773 | $744.0K | 0.02% | −2,550−27.4% | Reduced |
| TD Private Client Wealth LLC | 6,788 | $746.1K | 0.03% | +90+1.3% | Added |
| Silvercrest Asset Management Group LLC | 6,798 | $747.0K | 0.00% | +339+5.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,842 | $752.0K | 0.01% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 7,073 | $777.0K | 0.23% | −1,440−16.9% | Reduced |
| Covenant Partners, LLC | 7,122 | $783.0K | 0.31% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 7,174 | $788.0K | 0.28% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,210 | $792.0K | 0.02% | +46+0.6% | Added |
| Toth Financial Advisory Corp | 7,250 | $797.0K | 0.12% | +7,250 | New |
| Horizon Investments, LLC | 7,296 | $799.0K | 0.02% | +1,478+25.4% | Added |
| Principal Street Partners, LLC | 7,283 | $801.0K | 0.18% | +436+6.4% | Added |
| Kestra Advisory Services, LLC | 7,346 | $807.0K | 0.01% | +679+10.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,432 | $817.0K | 0.02% | −900−10.8% | Reduced |
| We Are One Seven, LLC | 7,497 | $824.0K | 0.09% | −297−3.8% | Reduced |