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 |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 14,121 | $1.55M | 0.09% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 14,109 | $1.55M | 0.04% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 13,988 | $1.54M | 1.27% | +15+0.1% | Added |
| Storebrand Asset Management AS | 13,941 | $1.53M | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 13,908 | $1.53M | 0.03% | +4,058+41.2% | Added |
| High Net Worth Advisory Group LLC | 13,870 | $1.52M | 0.55% | +208+1.5% | Added |
| M&T Bank Corp | 13,828 | $1.52M | 0.01% | −1,069−7.2% | Reduced |
| JustInvest LLC | 13,789 | $1.52M | 0.07% | +3,055+28.5% | Added |
| Empire Life Investments Inc. | 13,645 | $1.50M | 0.10% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 13,637 | $1.50M | 0.00% | +13,637 | New |
| Seven Eight Capital, LP | 13,185 | $1.45M | 0.19% | +8,693+193.5% | Added |
| Xponance, Inc. | 13,134 | $1.44M | 0.02% | +452+3.6% | Added |
| Aviance Capital Partners, LLC | 13,123 | $1.44M | 0.26% | −767−5.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,111 | $1.44M | 0.01% | −570−4.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 12,951 | $1.42M | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 12,805 | $1.41M | 0.01% | +788+6.6% | Added |
| One + One Wealth Management, LLC | 12,537 | $1.38M | 0.91% | −600−4.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 12,495 | $1.37M | 0.50% | −453−3.5% | Reduced |
| Sabal Trust CO | 12,260 | $1.35M | 0.09% | −312−2.5% | Reduced |
| Louisiana State Employees Retirement System | 11,800 | $1.34M | 0.03% | +200+1.7% | Added |
| Franklin Resources Inc | 12,076 | $1.33M | 0.00% | +3,053+33.8% | Added |
| Kentucky Retirement Systems | 11,909 | $1.31M | 0.05% | +825+7.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,634 | $1.28M | 0.03% | +179+1.6% | Added |
| O'Shaughnessy Asset Management, LLC | 11,479 | $1.26M | 0.02% | +1,627+16.5% | Added |
| Daiwa Securities Group Inc. | 11,429 | $1.26M | 0.01% | +230+2.1% | Added |
| Shilanski & Associates, Inc. | 11,360 | $1.25M | 0.53% | +11,360 | New |
| Oxford Financial Group Ltd | 11,348 | $1.25M | 0.16% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 11,299 | $1.24M | 0.04% | −10,066−47.1% | Reduced |
| New Mexico Educational Retirement Board | 10,875 | $1.20M | 0.04% | −400−3.5% | Reduced |
| Cumberland Partners Ltd | 10,850 | $1.19M | 0.09% | +1,000+10.2% | Added |
| MAI Capital Management | 10,825 | $1.19M | 0.02% | −314−2.8% | Reduced |
| Cornercap Investment Counsel Inc | 10,805 | $1.19M | 0.13% | +781+7.8% | Added |
| Lido Advisors, LLC | 10,771 | $1.18M | 0.02% | +3,917+57.1% | Added |
| Kingsview Wealth Management, LLC | 10,698 | $1.18M | 0.05% | +10,698 | New |
| Harrell Investment Partners, LLC | 10,115 | $1.11M | 0.39% | −298−2.9% | Reduced |
| Bradley Foster & Sargent Inc | 9,715 | $1.07M | 0.02% | −500−4.9% | Reduced |
| Qtron Investments LLC | 9,706 | $1.07M | 0.24% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 9,628 | $1.06M | 0.01% | +24+0.2% | Added |
| Montag & Caldwell, LLC | 9,513 | $1.05M | 0.12% | +3,662+62.6% | Added |
| 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 |
| Gofen & Glossberg LLC | 9,217 | $1.01M | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,139 | $1.00M | 0.00% | +9,139 | New |
| RMB Capital Management, LLC | 9,100 | $1.00M | 0.03% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 9,063 | $996.0K | 1.07% | −5,046−35.8% | Reduced |
| Consolidated Planning Corp | 9,022 | $992.0K | 0.69% | −230−2.5% | Reduced |
| Eqis Capital Management, Inc. | 8,975 | $986.0K | 0.09% | −2,996−25.0% | Reduced |
| Chiron Capital Management, LLC | 8,850 | $973.0K | 0.61% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 8,729 | $959.0K | 0.04% | −2,041−19.0% | Reduced |
| Knowledge Leaders Capital, LLC | 8,711 | $957.0K | 0.69% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 8,660 | $952.0K | 0.15% | −300−3.3% | Reduced |
| Keybank National Association | 8,604 | $946.0K | 0.00% | −37−0.4% | Reduced |
| Canada Pension Plan Investment Board | 8,450 | $929.0K | 0.00% | −39,795−82.5% | Reduced |
| Saturna Capital CORP | 8,352 | $918.0K | 0.02% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 8,335 | $916.0K | 0.02% | +8,335 | New |
| Meeder Asset Management Inc | 8,262 | $908.0K | 0.04% | +5,638+214.9% | Added |
| AlphaCrest Capital Management LLC | 8,050 | $885.0K | 0.05% | −38,703−82.8% | Reduced |
| Atria Wealth Solutions, Inc. | 8,035 | $883.0K | 0.01% | +8,035 | New |
| Capital Investment Advisors, LLC | 8,017 | $881.0K | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 7,950 | $873.0K | 0.00% | −8,643−52.1% | Reduced |
| Community Capital Management, Inc. | – | $866.0K | 1.03% | – | – |
| Norinchukin Bank, The | 7,539 | $829.0K | 0.01% | +1,388+22.6% | Added |
| Intrust Bank NA | 7,539 | $828.0K | 0.10% | +579+8.3% | Added |
| We Are One Seven, LLC | 7,497 | $824.0K | 0.09% | −297−3.8% | Reduced |
| Bailey Value Limited Partnership | 7,500 | $824.0K | 1.05% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,432 | $817.0K | 0.02% | −900−10.8% | Reduced |
| Kestra Advisory Services, LLC | 7,346 | $807.0K | 0.01% | +679+10.2% | Added |
| Principal Street Partners, LLC | 7,283 | $801.0K | 0.18% | +436+6.4% | Added |
| Horizon Investments, LLC | 7,296 | $799.0K | 0.02% | +1,478+25.4% | Added |
| Toth Financial Advisory Corp | 7,250 | $797.0K | 0.12% | +7,250 | New |
| Signaturefd, LLC | 7,210 | $792.0K | 0.02% | +46+0.6% | Added |
| Confluence Wealth Services, Inc. | 7,174 | $788.0K | 0.28% | 00.0% | Unchanged |
| Covenant Partners, LLC | 7,122 | $783.0K | 0.31% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 7,073 | $777.0K | 0.23% | −1,440−16.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,842 | $752.0K | 0.01% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 6,798 | $747.0K | 0.00% | +339+5.2% | Added |
| TD Private Client Wealth LLC | 6,788 | $746.1K | 0.03% | +90+1.3% | Added |
| Industrial Alliance Investment Management Inc. | 6,773 | $744.0K | 0.02% | −2,550−27.4% | Reduced |
| Texas Yale Capital Corp. | 6,750 | $742.0K | 0.04% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 6,580 | $724.0K | 0.02% | +6,580 | New |
| American National Registered Investment Advisor, Inc. | 6,536 | $718.0K | 0.26% | +6,536 | New |
| NorthCrest Asset Manangement, LLC | 6,510 | $716.0K | 0.03% | +180+2.8% | Added |
| Yorktown Management & Research Co Inc | 6,450 | $709.0K | 0.60% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 6,370 | $700.0K | 0.18% | +438+7.4% | Added |
| Versor Investments LP | 6,362 | $699.0K | 0.03% | +272+4.5% | Added |
| Signature Wealth Management Group | 6,257 | $688.0K | 0.31% | −556−8.2% | Reduced |
| United Capital Financial Advisers, LLC | 6,243 | $686.0K | 0.00% | +259+4.3% | 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 |
| Huntington National Bank | 6,064 | $667.0K | 0.01% | +100+1.7% | Added |
| 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 |
| Baker Tilly Wealth Management, LLC | 5,973 | $656.0K | 0.07% | −895−13.0% | Reduced |
| SG Americas Securities, LLC | 5,922 | $651.0K | 0.01% | +4,591+344.9% | Added |
| Johnson Investment Counsel Inc | 5,834 | $641.0K | 0.01% | +5,834 | New |
| Systematic Alpha Investments, LLC | 5,700 | $626.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Kentucky Retirement Systems Insurance Trust Fund | 5,515 | $606.0K | 0.05% | +661+13.6% | Added |
| Connectus Wealth, LLC | 6,006 | $603.0K | 0.02% | 00.0% | Unchanged |