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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 23,051 | $2.53M | 0.01% | −13,184−36.4% | Reduced |
| Brinker Capital Investments, LLC | 23,386 | $2.57M | 0.04% | −4,151−15.1% | Reduced |
| Alpine Woods Capital Investors, LLC | 24,000 | $2.64M | 0.28% | 00.0% | Unchanged |
| Worth Venture Partners, LLC | 24,115 | $2.65M | 1.24% | +5,038+26.4% | Added |
| Texas Permanent School Fund | 24,236 | $2.66M | 0.04% | −1,312−5.1% | Reduced |
| Center for Financial Planning, Inc. | 24,443 | $2.69M | 0.55% | +765+3.2% | Added |
| Bank of Nova Scotia | 24,566 | $2.70M | 0.00% | −11,962−32.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,000 | $2.75M | 0.03% | +1,753+7.5% | Added |
| Shell Asset Management Co | 25,315 | $2.78M | 0.07% | +9,159+56.7% | Added |
| Wakefield Asset Management LLLP | 25,343 | $2.79M | 1.00% | +25,343 | New |
| Prelude Capital Management, LLC | 25,441 | $2.80M | 0.13% | +25,441 | New |
| DnB Asset Management AS | 25,603 | $2.81M | 0.02% | +2,233+9.6% | Added |
| Public Sector Pension Investment Board | 25,900 | $2.85M | 0.02% | −5,000−16.2% | Reduced |
| Natixis | 26,142 | $2.87M | 0.01% | −4,518−14.7% | Reduced |
| Sanford Advisory Services, LLC | 26,493 | $2.91M | 0.79% | 00.0% | Unchanged |
| Comerica Bank | 25,618 | $2.92M | 0.02% | −595−2.3% | Reduced |
| Hotaling Investment Management, LLC | 26,629 | $2.93M | 1.12% | +657+2.5% | Added |
| First Hawaiian Bank | 26,948 | $2.96M | 0.09% | +726+2.8% | Added |
| Mackay Shields LLC | 26,989 | $2.97M | 0.03% | −817−2.9% | Reduced |
| MML Investors Services, LLC | 27,117 | $2.98M | 0.02% | +7,164+35.9% | Added |
| Dorsey Wright & Associates | 27,331 | $3.00M | 0.70% | +27,331 | New |
| Barnes Pettey Financial Advisors, LLC | 27,842 | $3.06M | 3.70% | −996−3.5% | Reduced |
| Acadian Asset Management LLC | 28,073 | $3.08M | 0.01% | +26,323+1,504.2% | Added |
| Forsta Ap-Fonden | 28,100 | $3.09M | 0.04% | +24,000+585.4% | Added |
| TownSquare Capital, LLC | 28,350 | $3.12M | 0.08% | −278−1.0% | Reduced |
| Gulf International Bank (UK) Ltd | 28,427 | $3.12M | 0.05% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 28,534 | $3.14M | 0.01% | −11,063−27.9% | Reduced |
| British Columbia Investment Management Corp | 28,592 | $3.14M | 0.02% | −3,899−12.0% | Reduced |
| Yousif Capital Management, LLC | 28,663 | $3.15M | 0.03% | +275+1.0% | Added |
| IFM Investors Pty Ltd | 28,674 | $3.15M | 0.05% | +5,108+21.7% | Added |
| STRS Ohio | 28,735 | $3.16M | 0.01% | −5,853−16.9% | Reduced |
| Boenning & Scattergood, Inc. | 28,942 | $3.18M | 0.51% | +30+0.1% | Added |
| American Century Companies Inc | 29,284 | $3.22M | 0.00% | +4,834+19.8% | Added |
| ING Groep NV | 29,643 | $3.26M | 0.03% | +5,470+22.6% | Added |
| Alberta Investment Management Corp | 30,000 | $3.30M | 0.02% | 00.0% | Unchanged |
| North Reef Capital Management LP | 30,000 | $3.30M | 1.35% | +30,000 | New |
| HRT Financial LP | 30,272 | $3.33M | 0.02% | +30,272 | New |
| Railway Pension Investments Ltd | 30,300 | $3.33M | 0.03% | 00.0% | Unchanged |
| NWK Group, Inc. | 30,459 | $3.35M | 1.81% | +30,459 | New |
| Gotham Asset Management, LLC | 30,523 | $3.35M | 0.10% | +1,340+4.6% | Added |
| Interval Partners, LP | 30,562 | $3.36M | 0.25% | −7,430−19.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,930 | $3.40M | 0.02% | −60,746−66.3% | Reduced |
| Mutual of America Capital Management LLC | 31,328 | $3.44M | 0.04% | +483+1.6% | Added |
| Fifth Third Bancorp | 31,597 | $3.47M | 0.01% | +1,414+4.7% | Added |
| Cardinal Capital Management | 31,651 | $3.48M | 0.70% | +565+1.8% | Added |
| Cubist Systematic Strategies, LLC | 31,662 | $3.48M | 0.03% | −173,256−84.5% | Reduced |
| The PNC Financial Services Group, Inc. | 32,919 | $3.62M | 0.00% | −1,990−5.7% | Reduced |
| Utah Retirement Systems | 32,946 | $3.62M | 0.05% | −500−1.5% | Reduced |
| Phase 2 Partners, LLC | 33,618 | $3.69M | 2.41% | +33,618 | New |
| Man Group plc | 33,649 | $3.70M | 0.01% | −137,277−80.3% | Reduced |
| PFS Investments Inc. | 33,701 | $3.70M | 0.07% | +33,701 | New |
| Guggenheim Capital LLC | 34,254 | $3.77M | 0.02% | −14,565−29.8% | Reduced |
| DekaBank Deutsche Girozentrale | 34,075 | $3.83M | 0.01% | +2,109+6.6% | Added |
| NN Investment Partners Holdings N.V. | 35,031 | $3.85M | 0.02% | −1,083−3.0% | Reduced |
| Employees Retirement System of Texas | 35,037 | $3.85M | 0.05% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 35,598 | $3.91M | 0.01% | −13,954−28.2% | Reduced |
| New England Professional Planning Group Inc. | 36,204 | $3.94M | 2.36% | +114+0.3% | Added |
| Regions Financial Corp | 36,129 | $3.97M | 0.03% | +439+1.2% | Added |
| Buckhead Capital Management LLC | 36,437 | $4.00M | 0.87% | −1,412−3.7% | Reduced |
| CIBC World Markets Inc. | 38,170 | $4.20M | 0.01% | +38,170 | New |
| Oregon Public Employees Retirement Fund | 39,393 | $4.33M | 0.04% | −899−2.2% | Reduced |
| Tower Research Capital LLC (TRC) | 39,498 | $4.34M | 0.04% | +21,719+122.2% | Added |
| Cahaba Wealth Management, Inc. | 44,569 | $4.34M | 0.60% | +1,924+4.5% | Added |
| Hudson Bay Capital Management LP | 40,000 | $4.40M | 0.06% | +40,000 | New |
| Westfield Capital Management Co LP | 40,095 | $4.41M | 0.03% | 00.0% | Unchanged |
| Peterson Wealth Services | 40,192 | $4.42M | 2.72% | +23,210+136.7% | Added |
| Millennium Management LLC | 40,371 | $4.44M | 0.01% | −511,008−92.7% | Reduced |
| Siemens Fonds Invest GmbH | 41,097 | $4.52M | 0.37% | +865+2.2% | Added |
| Mount Lucas Management LP | 41,308 | $4.54M | 1.32% | −4,113−9.1% | Reduced |
| Creative Planning | 42,020 | $4.62M | 0.01% | +1,418+3.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 42,390 | $4.66M | 0.17% | +2,763+7.0% | Added |
| LPL Financial LLC | 42,731 | $4.70M | 0.00% | +3,069+7.7% | Added |
| Truist Financial Corp | 43,543 | $4.79M | 0.01% | +10,215+30.6% | Added |
| Kiwi Wealth Investments Limited Partnership | 43,639 | $4.80M | 0.26% | −3,609−7.6% | Reduced |
| First Republic Investment Management, Inc. | 43,661 | $4.80M | 0.01% | +3,156+7.8% | Added |
| CIBC World Markets Corp | 43,838 | $4.82M | 0.04% | +3,929+9.8% | Added |
| Tower Bridge Advisors | 45,070 | $4.95M | 0.33% | −400−0.9% | Reduced |
| Freemont Management S.A. | 45,700 | $5.02M | 0.76% | +45,700 | New |
| Amalgamated Bank | 46,803 | $5.14M | 0.04% | −3,060−6.1% | Reduced |
| Amalgamated Financial Corp. | 46,803 | $5.14M | 0.04% | +46,803 | New |
| State of Michigan Retirement System | 47,144 | $5.18M | 0.03% | +492+1.1% | Added |
| EHP Funds Inc. | 48,030 | $5.28M | 0.88% | +48,030 | New |
| Handelsbanken Fonder AB | 48,697 | $5.35M | 0.03% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 48,770 | $5.36M | 0.08% | −3,989−7.6% | Reduced |
| IFP Advisors, Inc | 56,217 | $5.52M | 0.07% | +50,115+821.3% | Added |
| USS Investment Management Ltd | 50,907 | $5.59M | 0.05% | +9,849+24.0% | Added |
| MetLife Investment Management | 51,213 | $5.63M | 0.04% | +10,295+25.2% | Added |
| Arizona State Retirement System | 51,554 | $5.67M | 0.05% | +1,129+2.2% | Added |
| Captrust Financial Advisors | 52,693 | $5.79M | 0.04% | +1,534+3.0% | Added |
| Parkwood LLC | 53,644 | $5.90M | 0.99% | −5,379−9.1% | Reduced |
| Bragg Financial Advisors, Inc | 53,738 | $5.91M | 0.34% | +9,860+22.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 54,291 | $5.97M | 0.02% | −63,639−54.0% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 54,429 | $5.98M | 0.62% | +1,832+3.5% | Added |
| American International Group, Inc. | 54,810 | $6.02M | 0.03% | −1,067−1.9% | Reduced |
| Commerce Bank | 55,185 | $6.07M | 0.04% | −3,714−6.3% | Reduced |
| Palmer Knight Co | 55,309 | $6.08M | 4.80% | −28,986−34.4% | Reduced |
| Raymond James Trust N.A. | 55,345 | $6.08M | 0.19% | −4,334−7.3% | Reduced |
| Vetamer Capital Management, L.P. | 55,758 | $6.13M | 4.26% | +55,758 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 56,264 | $6.18M | 0.06% | −10,800−16.1% | Reduced |
| Royal London Asset Management Ltd | 57,838 | $6.36M | 0.02% | +4,466+8.4% | Added |