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 |
|---|---|---|---|---|---|
| Amundi | 163,027 | $17.4M | 0.01% | +13,209+8.8% | Added |
| Victory Capital Management Inc | 172,517 | $16.8M | 0.02% | +63,601+58.4% | Added |
| Brandywine Global Investment Management, LLC | 152,727 | $16.8M | 0.12% | −7,513−4.7% | Reduced |
| Great West Life Assurance Co | 144,323 | $16.7M | 0.03% | −7,963−5.2% | Reduced |
| Philo Smith Capital Corp | 151,500 | $16.7M | 6.09% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 151,232 | $16.6M | 0.04% | −80,618−34.8% | Reduced |
| Ancora Advisors, LLC | 147,679 | $16.2M | 0.40% | −10,440−6.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 145,237 | $16.0M | 0.18% | −191,293−56.8% | Reduced |
| State of Wisconsin Investment Board | 145,057 | $15.9M | 0.03% | +55,660+62.3% | Added |
| Capital Wealth Planning, LLC | 140,848 | $15.5M | 0.31% | +7,588+5.7% | Added |
| Frontier Capital Management Co LLC | 136,139 | $15.0M | 0.14% | −500−0.4% | Reduced |
| Congress Wealth Management LLC | 135,609 | $14.9M | 0.33% | +1,239+0.9% | Added |
| Illinois Municipal Retirement Fund | 135,035 | $14.8M | 0.44% | +14,867+12.4% | Added |
| Hantz Financial Services, Inc. | 134,698 | $14.8M | 0.44% | +8,878+7.1% | Added |
| Mn Services Vermogensbeheer B.V. | 134,400 | $14.8M | 0.10% | −3,300−2.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 133,509 | $14.7M | 0.03% | +4,907+3.8% | Added |
| Ensign Peak Advisors, Inc | 132,110 | $14.5M | 0.03% | −12,455−8.6% | Reduced |
| Teacher Retirement System of Texas | 131,026 | $14.4M | 0.07% | −36,427−21.8% | Reduced |
| Aviva PLC | 130,207 | $14.3M | 0.07% | +22,040+20.4% | Added |
| Public Employees Retirement System of Ohio | 129,394 | $14.2M | 0.05% | −6,774−5.0% | Reduced |
| Westpac Banking Corp | 127,714 | $14.0M | 0.16% | +28,358+28.5% | Added |
| Private Capital Management, LLC | 122,415 | $13.5M | 2.02% | −392−0.3% | Reduced |
| D. E. Shaw & Co., Inc. | 118,645 | $13.0M | 0.02% | −13,343−10.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 112,361 | $12.3M | 0.04% | +1,289+1.2% | Added |
| State of Tennessee, Treasury Department | 108,362 | $11.9M | 0.05% | +36,693+51.2% | Added |
| Citizens Financial Group Inc | 107,671 | $11.8M | 0.41% | +103,930+2,778.1% | Added |
| AXA S.A. | 107,039 | $11.8M | 0.03% | +102,468+2,241.7% | Added |
| State of New Jersey Common Pension Fund D | 106,334 | $11.7M | 0.04% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 105,200 | $11.6M | 2.18% | +35,200+50.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 104,329 | $11.5M | 0.07% | −56,752−35.2% | Reduced |
| AQR Capital Management LLC | 101,610 | $11.2M | 0.02% | −66,576−39.6% | Reduced |
| Pictet Asset Management SA | 98,731 | $10.9M | 0.01% | +4,331+4.6% | Added |
| Janus Henderson Group PLC | 96,472 | $10.6M | 0.01% | +37,204+62.8% | Added |
| Burney Co | 94,917 | $10.4M | 0.48% | −4,024−4.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 93,502 | $10.3M | 0.04% | +9,548+11.4% | Added |
| Rafferty Asset Management, LLC | 92,941 | $10.2M | 0.06% | −4,493−4.6% | Reduced |
| Nisa Investment Advisors, LLC | 92,523 | $10.2M | 0.07% | −1,581−1.7% | Reduced |
| ProShare Advisors LLC | 92,510 | $10.2M | 0.02% | +21,094+29.5% | Added |
| Bryn Mawr Trust Co | 91,373 | $10.0M | 0.39% | −8,668−8.7% | Reduced |
| BNP Paribas Arbitrage, SA | 84,983 | $9.34M | 0.02% | −5,345−5.9% | Reduced |
| Toronto Dominion Bank | 83,386 | $9.16M | 0.01% | −25,065−23.1% | Reduced |
| US Bancorp | 83,254 | $9.15M | 0.02% | −337−0.4% | Reduced |
| Korea Investment CORP | 82,300 | $9.05M | 0.02% | +6,600+8.7% | Added |
| Allianz Asset Management GmbH | 81,703 | $8.98M | 0.01% | −14,192−14.8% | Reduced |
| Unigestion Holding SA | 77,499 | $8.68M | 0.37% | +4,787+6.6% | Added |
| Asset Management One Co.,Ltd. | 78,075 | $8.58M | 0.03% | −4,220−5.1% | Reduced |
| Nomura Asset Management Co Ltd | 78,068 | $8.58M | 0.05% | +36,804+89.2% | Added |
| Robeco Institutional Asset Management B.V. | 77,108 | $8.47M | 0.02% | +9,588+14.2% | Added |
| Treasurer of the State of North Carolina | 76,795 | $8.44M | 0.05% | +9,834+14.7% | Added |
| Voya Investment Management LLC | 76,495 | $8.41M | 0.02% | −575−0.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 75,970 | $8.35M | 0.04% | +52,699+226.5% | Added |
| Taika Capital, LP | 75,110 | $8.26M | 4.15% | +41,615+124.2% | Added |
| Stifel Financial Corp | 74,654 | $8.21M | 0.01% | +1,191+1.6% | Added |
| UBS Group AG | 73,755 | $8.11M | 0.00% | −86,843−54.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 71,323 | $7.84M | 0.04% | −22,115−23.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 71,735 | $7.80M | 0.11% | +48,564+209.6% | Added |
| Leuthold Group, LLC | 68,845 | $7.57M | 0.97% | −241−0.3% | Reduced |
| Oppenheimer Asset Management Inc. | 66,178 | $7.27M | 0.10% | −2,286−3.3% | Reduced |
| Susquehanna International Group, LLP | 64,721 | $7.11M | 0.01% | −1,825−2.7% | Reduced |
| Advisor Group Holdings, Inc. | 62,386 | $6.93M | 0.01% | +30,520+95.8% | Added |
| CWA Asset Management Group, LLC | 62,445 | $6.86M | 0.52% | +1,860+3.1% | Added |
| Retirement Systems of Alabama | 61,906 | $6.80M | 0.02% | +537+0.9% | Added |
| Swiss Life Asset Management Ltd | 60,852 | $6.68M | 0.09% | +16,971+38.7% | Added |
| Standard Life Aberdeen plc | 57,234 | $6.37M | 0.02% | −12,650−18.1% | Reduced |
| Royal London Asset Management Ltd | 57,838 | $6.36M | 0.02% | +4,466+8.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 56,264 | $6.18M | 0.06% | −10,800−16.1% | Reduced |
| Vetamer Capital Management, L.P. | 55,758 | $6.13M | 4.26% | +55,758 | New |
| Raymond James Trust N.A. | 55,345 | $6.08M | 0.19% | −4,334−7.3% | Reduced |
| Palmer Knight Co | 55,309 | $6.08M | 4.80% | −28,986−34.4% | Reduced |
| Commerce Bank | 55,185 | $6.07M | 0.04% | −3,714−6.3% | Reduced |
| American International Group, Inc. | 54,810 | $6.02M | 0.03% | −1,067−1.9% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 54,429 | $5.98M | 0.62% | +1,832+3.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 54,291 | $5.97M | 0.02% | −63,639−54.0% | Reduced |
| Bragg Financial Advisors, Inc | 53,738 | $5.91M | 0.34% | +9,860+22.5% | Added |
| Parkwood LLC | 53,644 | $5.90M | 0.99% | −5,379−9.1% | Reduced |
| Captrust Financial Advisors | 52,693 | $5.79M | 0.04% | +1,534+3.0% | Added |
| Arizona State Retirement System | 51,554 | $5.67M | 0.05% | +1,129+2.2% | Added |
| MetLife Investment Management | 51,213 | $5.63M | 0.04% | +10,295+25.2% | Added |
| USS Investment Management Ltd | 50,907 | $5.59M | 0.05% | +9,849+24.0% | Added |
| IFP Advisors, Inc | 56,217 | $5.52M | 0.07% | +50,115+821.3% | Added |
| ExodusPoint Capital Management, LP | 48,770 | $5.36M | 0.08% | −3,989−7.6% | Reduced |
| Handelsbanken Fonder AB | 48,697 | $5.35M | 0.03% | 00.0% | Unchanged |
| EHP Funds Inc. | 48,030 | $5.28M | 0.88% | +48,030 | New |
| State of Michigan Retirement System | 47,144 | $5.18M | 0.03% | +492+1.1% | Added |
| 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 |
| Freemont Management S.A. | 45,700 | $5.02M | 0.76% | +45,700 | New |
| Tower Bridge Advisors | 45,070 | $4.95M | 0.33% | −400−0.9% | Reduced |
| CIBC World Markets Corp | 43,838 | $4.82M | 0.04% | +3,929+9.8% | Added |
| First Republic Investment Management, Inc. | 43,661 | $4.80M | 0.01% | +3,156+7.8% | Added |
| Kiwi Wealth Investments Limited Partnership | 43,639 | $4.80M | 0.26% | −3,609−7.6% | Reduced |
| Truist Financial Corp | 43,543 | $4.79M | 0.01% | +10,215+30.6% | Added |
| LPL Financial LLC | 42,731 | $4.70M | 0.00% | +3,069+7.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 42,390 | $4.66M | 0.17% | +2,763+7.0% | Added |
| Creative Planning | 42,020 | $4.62M | 0.01% | +1,418+3.5% | Added |
| Mount Lucas Management LP | 41,308 | $4.54M | 1.32% | −4,113−9.1% | Reduced |
| Siemens Fonds Invest GmbH | 41,097 | $4.52M | 0.37% | +865+2.2% | Added |
| Millennium Management LLC | 40,371 | $4.44M | 0.01% | −511,008−92.7% | Reduced |
| Peterson Wealth Services | 40,192 | $4.42M | 2.72% | +23,210+136.7% | Added |
| Westfield Capital Management Co LP | 40,095 | $4.41M | 0.03% | 00.0% | Unchanged |