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 |
|---|---|---|---|---|---|
| Bailey Value Limited Partnership | 7,500 | $824.0K | 1.05% | 00.0% | Unchanged |
| Intrust Bank NA | 7,539 | $828.0K | 0.10% | +579+8.3% | Added |
| Norinchukin Bank, The | 7,539 | $829.0K | 0.01% | +1,388+22.6% | Added |
| Community Capital Management, Inc. | – | $866.0K | 1.03% | – | – |
| Jane Street Group, LLC | 7,950 | $873.0K | 0.00% | −8,643−52.1% | Reduced |
| Capital Investment Advisors, LLC | 8,017 | $881.0K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 8,035 | $883.0K | 0.01% | +8,035 | New |
| AlphaCrest Capital Management LLC | 8,050 | $885.0K | 0.05% | −38,703−82.8% | Reduced |
| Meeder Asset Management Inc | 8,262 | $908.0K | 0.04% | +5,638+214.9% | Added |
| Achmea Investment Management B.V. | 8,335 | $916.0K | 0.02% | +8,335 | New |
| Saturna Capital CORP | 8,352 | $918.0K | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 8,450 | $929.0K | 0.00% | −39,795−82.5% | Reduced |
| Keybank National Association | 8,604 | $946.0K | 0.00% | −37−0.4% | Reduced |
| Trust Co of Toledo NA | 8,660 | $952.0K | 0.15% | −300−3.3% | Reduced |
| Knowledge Leaders Capital, LLC | 8,711 | $957.0K | 0.69% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 8,729 | $959.0K | 0.04% | −2,041−19.0% | Reduced |
| Chiron Capital Management, LLC | 8,850 | $973.0K | 0.61% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 8,975 | $986.0K | 0.09% | −2,996−25.0% | Reduced |
| Consolidated Planning Corp | 9,022 | $992.0K | 0.69% | −230−2.5% | Reduced |
| USA Financial Portformulas Corp | 9,063 | $996.0K | 1.07% | −5,046−35.8% | Reduced |
| RMB Capital Management, LLC | 9,100 | $1.00M | 0.03% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,139 | $1.00M | 0.00% | +9,139 | New |
| Gofen & Glossberg LLC | 9,217 | $1.01M | 0.02% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 9,274 | $1.02M | 0.21% | +65+0.7% | Added |
| West Michigan Advisors, LLC | 9,267 | $1.02M | 0.73% | +1,958+26.8% | Added |
| Montag & Caldwell, LLC | 9,513 | $1.05M | 0.12% | +3,662+62.6% | Added |
| Pacer Advisors, Inc. | 9,628 | $1.06M | 0.01% | +24+0.2% | Added |
| Qtron Investments LLC | 9,706 | $1.07M | 0.24% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 9,715 | $1.07M | 0.02% | −500−4.9% | Reduced |
| Harrell Investment Partners, LLC | 10,115 | $1.11M | 0.39% | −298−2.9% | Reduced |
| Kingsview Wealth Management, LLC | 10,698 | $1.18M | 0.05% | +10,698 | New |
| Lido Advisors, LLC | 10,771 | $1.18M | 0.02% | +3,917+57.1% | Added |
| Cornercap Investment Counsel Inc | 10,805 | $1.19M | 0.13% | +781+7.8% | Added |
| MAI Capital Management | 10,825 | $1.19M | 0.02% | −314−2.8% | Reduced |
| Cumberland Partners Ltd | 10,850 | $1.19M | 0.09% | +1,000+10.2% | Added |
| New Mexico Educational Retirement Board | 10,875 | $1.20M | 0.04% | −400−3.5% | Reduced |
| Metropolitan Life Insurance Co | 11,299 | $1.24M | 0.04% | −10,066−47.1% | Reduced |
| Oxford Financial Group Ltd | 11,348 | $1.25M | 0.16% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 11,360 | $1.25M | 0.53% | +11,360 | New |
| Daiwa Securities Group Inc. | 11,429 | $1.26M | 0.01% | +230+2.1% | Added |
| O'Shaughnessy Asset Management, LLC | 11,479 | $1.26M | 0.02% | +1,627+16.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,634 | $1.28M | 0.03% | +179+1.6% | Added |
| Kentucky Retirement Systems | 11,909 | $1.31M | 0.05% | +825+7.4% | Added |
| Franklin Resources Inc | 12,076 | $1.33M | 0.00% | +3,053+33.8% | Added |
| Louisiana State Employees Retirement System | 11,800 | $1.34M | 0.03% | +200+1.7% | Added |
| Sabal Trust CO | 12,260 | $1.35M | 0.09% | −312−2.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 12,495 | $1.37M | 0.50% | −453−3.5% | Reduced |
| One + One Wealth Management, LLC | 12,537 | $1.38M | 0.91% | −600−4.6% | Reduced |
| KBC Group NV | 12,805 | $1.41M | 0.01% | +788+6.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,951 | $1.42M | 0.02% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 13,111 | $1.44M | 0.01% | −570−4.2% | Reduced |
| Aviance Capital Partners, LLC | 13,123 | $1.44M | 0.26% | −767−5.5% | Reduced |
| Xponance, Inc. | 13,134 | $1.44M | 0.02% | +452+3.6% | Added |
| Seven Eight Capital, LP | 13,185 | $1.45M | 0.19% | +8,693+193.5% | Added |
| Clearbridge Investments, LLC | 13,637 | $1.50M | 0.00% | +13,637 | New |
| Empire Life Investments Inc. | 13,645 | $1.50M | 0.10% | 00.0% | Unchanged |
| JustInvest LLC | 13,789 | $1.52M | 0.07% | +3,055+28.5% | Added |
| M&T Bank Corp | 13,828 | $1.52M | 0.01% | −1,069−7.2% | Reduced |
| High Net Worth Advisory Group LLC | 13,870 | $1.52M | 0.55% | +208+1.5% | Added |
| Susquehanna Fundamental Investments, LLC | 13,908 | $1.53M | 0.03% | +4,058+41.2% | Added |
| Storebrand Asset Management AS | 13,941 | $1.53M | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 13,988 | $1.54M | 1.27% | +15+0.1% | Added |
| Maryland State Retirement & Pension System | 14,109 | $1.55M | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 14,121 | $1.55M | 0.09% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 14,420 | $1.58M | 0.13% | +2,590+21.9% | Added |
| Elo Mutual Pension Insurance Co | 14,566 | $1.60M | 0.05% | +478+3.4% | Added |
| 9258 Wealth Management, LLC | 15,013 | $1.65M | 0.38% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 15,041 | $1.65M | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 15,333 | $1.69M | 0.03% | +4,097+36.5% | Added |
| Securian Asset Management, Inc | 15,477 | $1.70M | 0.03% | −100−0.6% | Reduced |
| Systematic Financial Management LP | 15,501 | $1.70M | 0.05% | +5,510+55.1% | Added |
| Meridian Wealth Advisors, LLC | 15,516 | $1.71M | 0.40% | −800−4.9% | Reduced |
| Gyroscope Capital Management Group, LLC | 15,868 | $1.74M | 0.60% | +1,094+7.4% | Added |
| Baird Financial Group, Inc. | 16,305 | $1.79M | 0.00% | +272+1.7% | Added |
| Aft, Forsyth & Sober, LLC | 16,550 | $1.82M | 0.72% | +800+5.1% | Added |
| Caisse de Depot Et Placement du Quebec | 16,700 | $1.83M | 0.00% | +1,200+7.7% | Added |
| Stephens Inc | 16,940 | $1.86M | 0.03% | −8,137−32.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 17,088 | $1.88M | 0.00% | +3,630+27.0% | Added |
| Omers Administration Corp | 17,200 | $1.89M | 0.02% | +17,200 | New |
| White Pine Capital LLC | 17,386 | $1.91M | 0.59% | +500+3.0% | Added |
| Mackenzie Financial Corp | 17,462 | $1.92M | 0.00% | −285−1.6% | Reduced |
| Hartford Investment Management Co | 17,533 | $1.93M | 0.05% | −1,115−6.0% | Reduced |
| Crossmark Global Holdings, Inc. | 17,811 | $1.96M | 0.04% | +859+5.1% | Added |
| Commonwealth Equity Services, LLC | 18,388 | $2.02M | 0.00% | +1,141+6.6% | Added |
| Cascade Investment Advisors, Inc. | 18,704 | $2.06M | 1.25% | −848−4.3% | Reduced |
| OPSEU Pension Plan Trust Fund | 18,944 | $2.09M | 0.50% | +802+4.4% | Added |
| Point72 Hong Kong Ltd | 19,085 | $2.10M | 0.19% | +2,423+14.5% | Added |
| Dean Investment Associates, LLC | 19,507 | $2.14M | 0.38% | −255−1.3% | Reduced |
| HighTower Advisors, LLC | 19,732 | $2.17M | 0.00% | −186−0.9% | Reduced |
| Atria Investments LLC | 19,933 | $2.19M | 0.04% | +5,701+40.1% | Added |
| Nissay Asset Management Corp | 20,349 | $2.24M | 0.02% | +445+2.2% | Added |
| Mount Yale Investment Advisors, LLC | 21,168 | $2.33M | 0.25% | −1,124−5.0% | Reduced |
| Capital Group Private Client Services, Inc. | 21,262 | $2.34M | 0.03% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 21,217 | $2.35M | 0.00% | −23,169−52.2% | Reduced |
| Sweet Financial Partners, LLC | 21,880 | $2.40M | 0.64% | +1,930+9.7% | Added |
| SPC Financial, Inc. | 22,050 | $2.42M | 0.28% | −300−1.3% | Reduced |
| Kaydan Wealth Management, Inc. | 22,067 | $2.43M | 1.07% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 22,737 | $2.50M | 0.01% | −3,238−12.5% | Reduced |
| Blueshift Asset Management, LLC | 22,824 | $2.51M | 0.23% | +22,824 | New |
| Wealthfront Advisers LLC | 22,996 | $2.53M | 0.01% | −1,841−7.4% | Reduced |