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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 2,600 | $286.0K | 0.01% | −25,356−90.7% | Reduced |
| Novare Capital Management LLC | 2,600 | $286.0K | 0.03% | −1,330−33.8% | Reduced |
| Rockefeller Capital Management L.P. | 2,572 | $282.0K | 0.00% | +1,221+90.4% | Added |
| Toroso Investments, LLC | 2,539 | $279.0K | 0.01% | −1,836−42.0% | Reduced |
| Vantage Consulting Group Inc | 2,535 | $279.0K | 0.11% | −291−10.3% | Reduced |
| Syntax Advisors, LLC | 2,535 | $279.0K | 0.23% | −291−10.3% | Reduced |
| Sciencast Management LP | 2,560 | $278.0K | 0.06% | +2,560 | New |
| Wetherby Asset Management Inc | 2,520 | $277.0K | 0.02% | +121+5.0% | Added |
| Checchi Capital Advisers, LLC | 2,511 | $276.0K | 0.03% | +60+2.4% | Added |
| H. L. Ormond & Company, LLC | 2,500 | $275.0K | 0.34% | 00.0% | Unchanged |
| Central Trust Co | 2,489 | $273.0K | 0.01% | +610+32.5% | Added |
| Ameritas Investment Partners, Inc. | 2,445 | $268.0K | 0.01% | −160−6.1% | Reduced |
| Banque Cantonale Vaudoise | 2,400 | $263.0K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 2,381 | $262.0K | 0.00% | +2,381 | New |
| Ci Investments Inc. | 2,379 | $261.0K | 0.00% | −653−21.5% | Reduced |
| Legacy Financial Advisors, Inc. | 2,376 | $261.0K | 0.06% | −154−6.1% | Reduced |
| Salem Investment Counselors Inc | 2,325 | $256.0K | 0.01% | 00.0% | Unchanged |
| Appleton Partners Inc | 2,300 | $253.0K | 0.02% | −62−2.6% | Reduced |
| Bessemer Group Inc | 2,300 | $253.0K | 0.00% | +1,523+196.0% | Added |
| Spire Wealth Management | 2,286 | $249.0K | 0.01% | −59−2.5% | Reduced |
| Pathstone Family Office, LLC | 2,155 | $249.0K | 0.01% | +2,155 | New |
| Principle Wealth Partners LLC | 2,225 | $245.0K | 0.03% | −400−15.2% | Reduced |
| YHB Investment Advisors, Inc. | 2,206 | $242.0K | 0.02% | −191−8.0% | Reduced |
| Intersect Capital LLC | 2,206 | $242.0K | 0.05% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 2,199 | $242.0K | 0.02% | +152+7.4% | Added |
| Schechter Investment Advisors, LLC | 2,192 | $241.0K | 0.02% | +32+1.5% | Added |
| TruWealth Advisors, LLC | 2,197 | $241.0K | 0.03% | +2,197 | New |
| Horizon Family Wealth, Inc. | 2,196 | $241.0K | 0.24% | +2,196 | New |
| Arbor Investment Advisors, LLC | 2,181 | $240.0K | 0.05% | 00.0% | Unchanged |
| First Bank & Trust | 2,167 | $238.0K | 0.07% | +60+2.8% | Added |
| Bill Few Associates, Inc. | 2,095 | $230.0K | 0.13% | 00.0% | Unchanged |
| Financial Insights, Inc. | 2,061 | $227.0K | 0.21% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 2,067 | $227.0K | 0.15% | +2,067 | New |
| PGGM Investments | 2,230 | $224.0K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,971 | $217.0K | 0.01% | −240−10.9% | Reduced |
| Stonnington Group, LLC | 2,000 | $216.0K | 0.05% | +2,000 | New |
| Rehmann Capital Advisory Group | 1,938 | $213.1K | 0.02% | −69−3.4% | Reduced |
| Trust Asset Management LLC | 1,851 | $203.0K | 0.02% | +1,851 | New |
| Vident Investment Advisory, LLC | 1,840 | $202.0K | 0.01% | +1,840 | New |
| Altshuler Shaham Ltd | 1,832 | $201.0K | 0.00% | +266+17.0% | Added |
| Triangle Securities Wealth Management | 1,820 | $200.0K | 0.07% | −297−14.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,732 | $190.0K | 0.01% | 00.0% | Unchanged |
| AIA Group Ltd | 1,595 | $175.0K | 0.01% | +723+82.9% | Added |
| River & Mercantile Investments Ltd | 1,534 | $169.0K | 0.04% | +1,534 | New |
| Deane Retirement Strategies, Inc. | 1,507 | $164.0K | 0.09% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,495 | $164.0K | 0.01% | +753+101.5% | Added |
| Exchange Traded Concepts, LLC | 1,486 | $163.0K | 0.00% | +1,486 | New |
| Endurance Wealth Management, Inc. | 1,400 | $154.0K | 0.02% | −800−36.4% | Reduced |
| Sentry Investment Management LLC | 1,403 | $154.0K | 0.05% | −236−14.4% | Reduced |
| National Bank of Canada | 1,353 | $149.0K | 0.00% | +106+8.5% | Added |
| Smithfield Trust Co | 1,252 | $138.0K | 0.01% | +3+0.2% | Added |
| CWM, LLC | 1,249 | $137.0K | 0.00% | +912+270.6% | Added |
| State of Wyoming | 1,165 | $128.0K | 0.06% | +485+71.3% | Added |
| Federation des caisses Desjardins du Quebec | 1,123 | $123.4K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,119 | $123.0K | 0.03% | +1+0.1% | Added |
| Aaron Wealth Advisors | 13,409 | $122.0K | 0.00% | +13,409 | New |
| EverSource Wealth Advisors, LLC | 1,077 | $118.0K | 0.03% | +34+3.3% | Added |
| Brown Brothers Harriman & Co | 1,048 | $115.0K | 0.00% | +1,029+5,415.8% | Added |
| Belpointe Asset Management LLC | 1,028 | $113.0K | 0.01% | +1,028 | New |
| Parallax Volatility Advisers, L.P. | 944 | $104.0K | 0.00% | +944 | New |
| First Horizon Advisors, Inc. | 929 | $103.0K | 0.01% | −923−49.8% | Reduced |
| Penserra Capital Management LLC | 915 | $100.0K | 0.00% | −6,570−87.8% | Reduced |
| FourThought Financial, LLC | 895 | $97.0K | 0.01% | +245+37.7% | Added |
| Caldwell Trust Co | 869 | $95.5K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 829 | $93.0K | 0.00% | +68+8.9% | Added |
| Cambridge Trust Co | 783 | $86.0K | 0.00% | −237−23.2% | Reduced |
| Whittier Trust Co | 728 | $80.0K | 0.00% | +6+0.8% | Added |
| Quadrant Capital Group LLC | 711 | $79.0K | 0.01% | +264+59.1% | Added |
| Private Capital Group, LLC | 627 | $69.0K | 0.02% | −32−4.9% | Reduced |
| Prospera Financial Services Inc | 602 | $66.0K | 0.00% | +602 | New |
| Deseret Mutual Benefit Administrators | 582 | $64.0K | 0.01% | −130−18.3% | Reduced |
| SOA Wealth Advisors, LLC. | 545 | $59.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 512 | $56.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 501 | $55.0K | 0.00% | −114−18.5% | Reduced |
| Repertoire Partners LP | 500 | $55.0K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 472 | $52.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 457 | $50.0K | 0.01% | +90+24.5% | Added |
| Denali Advisors LLC | 450 | $49.0K | 0.02% | −300−40.0% | Reduced |
| Smith Group Asset Management, LLC | 449 | $49.0K | 0.00% | −24−5.1% | Reduced |
| TCWP LLC | 432 | $47.0K | 0.01% | +432 | New |
| Tilia Fiduciary Partners, Inc. | 398 | $44.0K | 0.04% | 00.0% | Unchanged |
| Trust Co | 379 | $42.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 370 | $40.0K | 0.01% | +43+13.1% | Added |
| Front Row Advisors LLC | 355 | $39.0K | 0.02% | −4−1.1% | Reduced |
| Laurel Wealth Advisors LLC | 359 | $39.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 317 | $35.0K | 0.02% | +138+77.1% | Added |
| Bray Capital Advisors | 300 | $33.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 300 | $33.0K | 0.02% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 303 | $33.0K | 0.00% | +21+7.4% | Added |
| FinTrust Capital Advisors, LLC | 292 | $32.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 343 | $32.0K | 0.00% | +343 | New |
| Benjamin F. Edwards & Company, Inc. | 271 | $30.0K | 0.00% | −46−14.5% | Reduced |
| Country Trust Bank | 277 | $30.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 259 | $28.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 256 | $28.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 247 | $27.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 233 | $26.0K | 0.00% | −80−25.6% | Reduced |
| Stephenson National Bank & Trust | 229 | $25.0K | 0.01% | −48−17.3% | Reduced |
| Hall Laurie J Trustee | 215 | $24.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 211 | $23.0K | 0.00% | 00.0% | Unchanged |