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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 5,476 | $602.0K | 0.01% | +5,476 | New |
| Connable Office Inc | 5,398 | $593.0K | 0.08% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 5,314 | $584.0K | 0.04% | +5,314 | New |
| HBK Sorce Advisory LLC | 5,305 | $583.0K | 0.03% | +249+4.9% | Added |
| Integrated Investment Consultants, LLC | 5,197 | $571.0K | 0.16% | +125+2.5% | Added |
| FDx Advisors, Inc. | 5,189 | $570.0K | 0.02% | +87+1.7% | Added |
| Western Wealth Management, LLC | 5,030 | $553.0K | 0.03% | +5,030 | New |
| Dock Street Asset Management Inc | 4,979 | $547.0K | 0.10% | 00.0% | Unchanged |
| Prudential PLC | 4,917 | $540.0K | 0.01% | +4,917 | New |
| Swedbank AB | 4,904 | $539.0K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,663 | $512.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,636 | $510.0K | 0.01% | +1,604+52.9% | Added |
| Steward Partners Investment Advisory, LLC | 4,607 | $506.0K | 0.01% | +323+7.5% | Added |
| Visionary Wealth Advisors | 4,533 | $498.0K | 0.04% | +47+1.0% | Added |
| Agate Pass Investment Management, LLC | 4,518 | $497.0K | 0.31% | −200−4.2% | Reduced |
| American Portfolios Advisors | 4,479 | $492.3K | 0.02% | +70+1.6% | Added |
| Harbor Investment Advisory, LLC | 4,458 | $490.0K | 0.06% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 4,420 | $486.0K | 0.18% | −128−2.8% | Reduced |
| Natixis Investment Managers International | 4,397 | $483.0K | 0.01% | −5,675−56.3% | Reduced |
| Banque Pictet & Cie SA | 4,369 | $480.0K | 0.00% | −11,383−72.3% | Reduced |
| Wedbush Securities Inc | 4,347 | $478.0K | 0.02% | −464−9.6% | Reduced |
| IFG Advisory, LLC | 4,288 | $471.0K | 0.05% | −614−12.5% | Reduced |
| Hollencrest Capital Management | 4,249 | $467.0K | 0.04% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4,282 | $466.5K | 0.23% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 4,227 | $465.0K | 0.07% | +969+29.7% | Added |
| Globeflex Capital L P | 4,225 | $464.0K | 0.09% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 4,183 | $460.0K | 0.04% | −366−8.0% | Reduced |
| Redpoint Investment Management Pty Ltd | 4,158 | $457.0K | 0.05% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 4,142 | $455.0K | 0.03% | +788+23.5% | Added |
| Kestra Private Wealth Services, LLC | 4,097 | $450.0K | 0.02% | −91−2.2% | Reduced |
| GW Henssler & Associates Ltd | 4,048 | $445.0K | 0.03% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 4,045 | $445.0K | 0.13% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 4,047 | $445.0K | 0.20% | +218+5.7% | Added |
| Cetera Advisor Networks LLC | 4,031 | $443.0K | 0.01% | −108−2.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,012 | $441.0K | 0.12% | +200+5.2% | Added |
| Bowman & Co S.C. | 4,000 | $440.0K | 0.34% | −500−11.1% | Reduced |
| RBA Wealth Management, LLC | 3,948 | $434.0K | 0.21% | −1,936−32.9% | Reduced |
| YorkBridge Wealth Partners, LLC | 3,932 | $432.0K | 0.09% | −744−15.9% | Reduced |
| Krane Funds Advisors LLC | 3,913 | $430.0K | 0.02% | +148+3.9% | Added |
| Precision Wealth Strategies, LLC | 3,855 | $424.0K | 0.25% | −231−5.7% | Reduced |
| Harvest Fund Management Co., Ltd | 3,789 | $416.0K | 0.09% | +3,414+910.4% | Added |
| MQS Management LLC | 3,778 | $415.0K | 0.34% | +3,778 | New |
| Great Valley Advisor Group, Inc. | 3,765 | $414.0K | 0.02% | −95−2.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,701 | $407.0K | 0.00% | −4,739−56.1% | Reduced |
| Advisor Partners LLC | 3,693 | $406.0K | 0.03% | +138+3.9% | Added |
| IndexIQ Advisors LLC | 3,656 | $401.0K | 0.01% | +574+18.6% | Added |
| Skylands Capital, LLC | 3,637 | $399.0K | 0.05% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 3,577 | $393.0K | 0.00% | +69+2.0% | Added |
| Snowden Capital Advisors LLC | 3,543 | $389.0K | 0.02% | +3,512+11,329.0% | Added |
| PSI Advisors, LLC | 3,407 | $374.0K | 0.15% | 00.0% | Unchanged |
| Greenleaf Trust | 3,356 | $369.0K | 0.00% | +193+6.1% | Added |
| Fractal Investments LLC | 3,321 | $365.0K | 0.11% | −5−0.2% | Reduced |
| Empirical Finance, LLC | 3,312 | $364.0K | 0.04% | +375+12.8% | Added |
| Vestmark Advisory Solutions, Inc. | 3,308 | $364.0K | 0.02% | +755+29.6% | Added |
| Private Advisor Group, LLC | 3,311 | $364.0K | 0.00% | +3,311 | New |
| Cigna Investments Inc | 3,253 | $357.0K | 0.04% | −953−22.7% | Reduced |
| CWM Advisors, LLC | 3,242 | $356.0K | 0.04% | −514−13.7% | Reduced |
| Vontobel Holding Ltd. | 3,162 | $355.0K | 0.00% | −1,016−24.3% | Reduced |
| National Asset Management, Inc. | 3,205 | $353.0K | 0.01% | −644−16.7% | Reduced |
| Symmetry Partners, LLC | 3,189 | $351.0K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 3,195 | $351.0K | 0.12% | +4+0.1% | Added |
| Ieq Capital, LLC | 3,156 | $347.0K | 0.01% | +700+28.5% | Added |
| Fulton Bank, N.A. | 3,145 | $345.0K | 0.02% | −433−12.1% | Reduced |
| Pitcairn Co | 3,091 | $340.0K | 0.03% | −326−9.5% | Reduced |
| Diversified Trust Co | 3,087 | $339.0K | 0.01% | +3,087 | New |
| Clarus Group, Inc. | 3,077 | $338.0K | 0.23% | 00.0% | Unchanged |
| American Trust | 3,064 | $337.0K | 0.02% | −47−1.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,033 | $333.0K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,010 | $331.0K | 0.03% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 2,971 | $327.0K | 0.18% | 00.0% | Unchanged |
| Balentine LLC | 2,966 | $326.0K | 0.01% | +2,966 | New |
| Personal Cfo Solutions, LLC | 2,953 | $325.0K | 0.06% | +2,953 | New |
| IBM Retirement Fund | 2,951 | $324.0K | 0.05% | −136−4.4% | Reduced |
| Navellier & Associates Inc | 2,946 | $324.0K | 0.06% | 00.0% | Unchanged |
| Proequities, Inc. | 2,948 | $324.0K | 0.02% | +338+13.0% | Added |
| Assetmark, Inc | 2,946 | $324.0K | 0.00% | +2,122+257.5% | Added |
| Vestcor Inc | 2,929 | $322.0K | 0.01% | +218+8.0% | Added |
| Metis Global Partners, LLC | 2,933 | $322.0K | 0.04% | +2,933 | New |
| Kohmann Bosshard Financial Services, LLC | 2,925 | $321.0K | 0.06% | +2,925 | New |
| Blue Chip Partners, Inc. | 2,907 | $319.0K | 0.04% | +9+0.3% | Added |
| Seeyond | 2,894 | $318.0K | 0.03% | −87−2.9% | Reduced |
| Canandaigua National Corp | 2,883 | $317.0K | 0.05% | −11−0.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,826 | $311.0K | 0.01% | +2,826 | New |
| Avantax Advisory Services, Inc. | 2,804 | $309.0K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 2,803 | $308.0K | 0.04% | +343+13.9% | Added |
| Sutton Wealth Advisors Inc. | 2,772 | $304.7K | 0.10% | +6+0.2% | Added |
| Arthur M. Cohen & Associates, LLC | 2,750 | $303.0K | 0.06% | −1,000−26.7% | Reduced |
| Bokf, NA | 2,741 | $301.0K | 0.00% | −20−0.7% | Reduced |
| Evercore Wealth Management, LLC | 2,728 | $300.0K | 0.01% | −300−9.9% | Reduced |
| Eudaimonia Advisors LLC | 2,728 | $300.0K | 0.17% | +2,728 | New |
| Northwestern Mutual Wealth Management Co | 2,720 | $299.0K | 0.00% | −2,998−52.4% | Reduced |
| Calton & Associates, Inc. | 2,715 | $298.0K | 0.09% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,700 | $297.0K | 0.14% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 2,692 | $296.0K | 0.21% | −22,239−89.2% | Reduced |
| Carroll Investors, Inc | 2,700 | $296.0K | 0.19% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,679 | $294.0K | 0.00% | −682−20.3% | Reduced |
| Nations Financial Group Inc, | 2,659 | $292.0K | 0.04% | +2,659 | New |
| Great Lakes Advisors, LLC | 2,651 | $291.0K | 0.00% | +2,651 | New |
| Exane Derivatives | 2,647 | $290.9K | 0.08% | +1,406+113.3% | Added |
| Profund Advisors LLC | 2,620 | $288.0K | 0.01% | −248−8.6% | Reduced |