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 |
|---|---|---|---|---|---|
| Eaton Vance Management | 347,604 | $38.2M | 0.04% | +148,222+74.3% | Added |
| Barclays PLC | 354,894 | $39.0M | 0.03% | −90,493−20.3% | Reduced |
| SEI Investments Co | 368,220 | $40.5M | 0.08% | +73,174+24.8% | Added |
| Advent International Corp | 376,752 | $41.4M | 0.25% | −432,603−53.5% | Reduced |
| FIL Ltd | 381,081 | $41.9M | 0.04% | +381,081 | New |
| HSBC Holdings PLC | 381,636 | $42.2M | 0.06% | −112,003−22.7% | Reduced |
| California Public Employees Retirement System | 388,800 | $42.7M | 0.03% | −29,611−7.1% | Reduced |
| Prana Capital Management, LP | 390,836 | $43.0M | 3.43% | −101,297−20.6% | Reduced |
| First Trust Advisors LP | 408,823 | $44.9M | 0.05% | +34,613+9.2% | Added |
| Envestnet Asset Management Inc | 424,374 | $46.6M | 0.02% | +89,209+26.6% | Added |
| Martingale Asset Management L P | 433,491 | $47.6M | 0.71% | −49,077−10.2% | Reduced |
| Schroder Investment Management Group | 427,604 | $47.9M | 0.06% | −59,154−12.2% | Reduced |
| Glenmede Trust Co NA | 467,220 | $51.4M | 0.25% | +288,460+161.4% | Added |
| Wells Fargo & Company | 484,055 | $53.2M | 0.01% | +47,808+11.0% | Added |
| Premier Fund Managers Ltd | 478,200 | $53.5M | 1.87% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 501,816 | $55.2M | 0.02% | +45,144+9.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 510,611 | $56.1M | 0.04% | +2,341+0.5% | Added |
| Macquarie Group Ltd | 564,341 | $62.0M | 0.06% | +69,633+14.1% | Added |
| Schonfeld Strategic Advisors LLC | 575,078 | $63.2M | 0.70% | −281,900−32.9% | Reduced |
| Palisade Capital Management LLC | 581,356 | $63.9M | 1.47% | −37,930−6.1% | Reduced |
| Pinebridge Investments, L.P. | 585,488 | $64.4M | 0.69% | −63,048−9.7% | Reduced |
| Royal Bank of Canada | 599,799 | $65.9M | 0.02% | +101,949+20.5% | Added |
| Deutsche Bank AG | 600,140 | $66.0M | 0.03% | +9,671+1.6% | Added |
| Nuveen Asset Management, LLC | 626,942 | $66.3M | 0.02% | +9,060+1.5% | Added |
| Parametric Portfolio Associates LLC | 609,274 | $67.0M | 0.04% | +63,292+11.6% | Added |
| New York State Common Retirement Fund | 627,036 | $68.9M | 0.07% | −2,276−0.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 668,032 | $73.4M | 0.49% | −46,983−6.6% | Reduced |
| Principal Financial Group Inc | 706,651 | $77.7M | 0.05% | −83,537−10.6% | Reduced |
| Citadel Advisors LLC | 729,948 | $80.2M | 0.09% | −508,989−41.1% | Reduced |
| Holocene Advisors, LP | 739,027 | $81.2M | 0.43% | +300,541+68.5% | Added |
| Prudential Financial Inc | 753,402 | $82.8M | 0.11% | −123,523−14.1% | Reduced |
| Tredje AP-fonden | 6,684,938 | $96.3M | 1.97% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 908,676 | $99.9M | 0.03% | −422,076−31.7% | Reduced |
| UBS Asset Management Americas Inc | 916,322 | $100.7M | 0.04% | +2,574+0.3% | Added |
| Morgan Stanley | 996,344 | $109.5M | 0.01% | +340,086+51.8% | Added |
| Fisher Asset Management, LLC | 1,138,966 | $125.2M | 0.07% | −16,699−1.4% | Reduced |
| Harfst & Associates, Inc. | 1,142,978 | $125.6M | 29.18% | −670−0.1% | Reduced |
| Marshall Wace, LLP | 1,290,363 | $141.8M | 0.29% | +97,168+8.1% | Added |
| Charles Schwab Investment Management Inc | 1,366,244 | $150.2M | 0.05% | +51,266+3.9% | Added |
| Dimensional Fund Advisors LP | 1,377,877 | $151.5M | 0.05% | −48,073−3.4% | Reduced |
| Congress Asset Management Co | 1,399,324 | $153.8M | 1.31% | −99,386−6.6% | Reduced |
| Bank of New York Mellon Corp | 1,452,998 | $159.7M | 0.03% | −39,060−2.6% | Reduced |
| Agf Investments Inc. | 1,607,217 | $176.6M | 1.32% | +1,607,217 | New |
| Legal & General Group Plc | 1,708,968 | $187.8M | 0.06% | +101,149+6.3% | Added |
| Mercer Global Advisors Inc | 1,748,684 | $192.2M | 1.13% | +1,547,275+768.2% | Added |
| Thrivent Financial for Lutherans | 1,789,546 | $196.7M | 0.38% | +370,185+26.1% | Added |
| Southpoint Capital Advisors LP | 1,800,000 | $197.8M | 3.84% | +400,000+28.6% | Added |
| Norges Bank | 2,031,806 | $223.3M | 0.05% | +276,737+15.8% | Added |
| Invesco Ltd. | 2,038,202 | $224.0M | 0.06% | +1,907+0.1% | Added |
| Northern Trust Corp | 2,177,066 | $239.3M | 0.04% | −20,767−0.9% | Reduced |
| APG Asset Management N.V. | 2,460,079 | $243.0M | 0.46% | +88,967+3.8% | Added |
| Brave Warrior Advisors, LLC | 2,253,947 | $247.7M | 7.31% | +21,432+1.0% | Added |
| Bank of America Corp | 2,364,529 | $259.9M | 0.03% | −166,414−6.6% | Reduced |
| Massachusetts Financial Services Co | 2,412,946 | $265.2M | 0.08% | +568,302+30.8% | Added |
| JPMorgan Chase & Co | 2,840,652 | $312.2M | 0.04% | −239,655−7.8% | Reduced |
| Price T Rowe Associates Inc | 2,891,819 | $317.8M | 0.03% | −483,163−14.3% | Reduced |
| Earnest Partners LLC | 3,150,353 | $346.3M | 2.05% | −65,483−2.0% | Reduced |
| Geode Capital Management, LLC | 3,631,399 | $398.2M | 0.05% | −74,847−2.0% | Reduced |
| FMR LLC | 5,143,036 | $565.3M | 0.05% | +1,016,006+24.6% | Added |
| Wellington Management Group LLP | 5,629,875 | $618.8M | 0.11% | +2,510,966+80.5% | Added |
| State Street Corp | 9,277,459 | $1.02B | 0.05% | −20,247−0.2% | Reduced |
| Primecap Management Co | 11,638,384 | $1.28B | 0.96% | +1,374,020+13.4% | Added |
| BlackRock Inc. | 16,853,667 | $1.85B | 0.05% | −1,451,471−7.9% | Reduced |
| Vanguard Group Inc | 21,689,564 | $2.38B | 0.06% | +410,025+1.9% | Added |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −851,391−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −321,733−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −287,662−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −223,535−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −145,804−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −128,228−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −101,220−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −79,308−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −48,670−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −37,530−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −36,598−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −32,080−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Heartland Advisors Inc | 0 | $0 | 0.00% | −11,741−100.0% | Sold out |
| Golden Green, Inc. | 0 | $0 | 0.00% | −11,088−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −10,549−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −7,337−100.0% | Sold out |
| Sound Financial Strategies Group, LLC | 0 | $0 | 0.00% | −7,318−100.0% | Sold out |
| Monarch Partners Asset Management LLC | 0 | $0 | 0.00% | −6,952−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −5,260−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −4,552−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,448−100.0% | Sold out |
| Manteio Capital LLC | 0 | $0 | 0.00% | −4,079−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −4,073−100.0% | Sold out |
| Pensionfund DSM Netherlands | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,918−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,702−100.0% | Sold out |
| Doyle Wealth Management | 0 | $0 | 0.00% | −2,771−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −2,421−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −2,292−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −2,242−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −15,260−100.0% | Sold out |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −972−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −770−100.0% | Sold out |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −675−100.0% | Sold out |