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, Q2 2022
Institutional positions in Raymond James Financial Inc as of Jun 30, 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
- 657
- +5 vs. Q1 2022
- Shares held
- 160.5M
- −1.97M (−1.2%) vs. Q1 2022
- Total value
- $14.3B
- −$2.84B (−16.5%) vs. Q1 2022
- New holders
- 73
- 240 more added
- Sold out
- 68
- 235 more reduced
12 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 1 | $0 | 0.00% | +1 | New |
| Cribstone Capital Management, LLC | 2 | $0 | 0.00% | +2 | New |
| West Paces Advisors Inc. | 6 | $536 | 0.00% | +1+20.0% | Added |
| USA Financial Portformulas Corp | 13 | $1.00K | 0.00% | −9,050−99.9% | Reduced |
| GHP Investment Advisors, Inc. | 9 | $1.00K | 0.00% | −21−70.0% | Reduced |
| C M Bidwell & Associates Ltd | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 11 | $1.00K | 0.00% | +11 | New |
| Steward Financial Group LLC | 16 | $1.00K | 0.00% | +16 | New |
| NewSquare Capital LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 23 | $2.00K | 0.00% | −5−17.9% | Reduced |
| Albion Financial Group | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $2.00K | 0.00% | +20 | New |
| CoreCap Advisors, LLC | 24 | $2.00K | 0.00% | +24 | New |
| Raffa Wealth Management, LLC | 30 | $2.68K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 28 | $3.00K | 0.00% | −2−6.7% | Reduced |
| Manchester Capital Management LLC | 29 | $3.00K | 0.00% | +1+3.6% | Added |
| Centerpoint Advisors, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 34 | $3.00K | 0.00% | +34 | New |
| Goodman Advisory Group, LLC | 28 | $3.00K | 0.00% | +28 | New |
| Fieldpoint Private Securities, LLC | 48 | $4.00K | 0.00% | −52−52.0% | Reduced |
| AdvisorNet Financial, Inc | 48 | $4.00K | 0.00% | −36−42.9% | Reduced |
| Copeland Capital Management, LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 46 | $4.00K | 0.00% | +46 | New |
| Curi Capital | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 51 | $5.00K | 0.00% | +14+37.8% | Added |
| Covington Capital Management | 60 | $5.00K | 0.00% | +60 | New |
| SOA Wealth Advisors, LLC. | 77 | $6.00K | 0.00% | −468−85.9% | Reduced |
| Concord Wealth Partners | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 67 | $6.00K | 0.00% | +62+1,240.0% | Added |
| MUFG Americas Holdings Corp | 79 | $7.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 73 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 78 | $7.00K | 0.00% | +78 | New |
| Hexagon Capital Partners LLC | 85 | $8.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 90 | $8.00K | 0.00% | +90 | New |
| Addison Advisors LLC | 113 | $10.0K | 0.01% | −1−0.9% | Reduced |
| Prestige Wealth Management Group LLC | 111 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 110 | $10.0K | 0.00% | +110 | New |
| MV Capital Management, Inc. | 126 | $11.0K | 0.00% | +54+75.0% | Added |
| Hillsdale Investment Management Inc. | 135 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 133 | $12.0K | 0.00% | +133 | New |
| Princeton Global Asset Management LLC | 145 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 157 | $14.0K | 0.00% | −13−7.6% | Reduced |
| First Community Trust NA | 163 | $15.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 165 | $15.0K | 0.00% | +54+48.6% | Added |
| Jones Financial Companies LLLP | 171 | $15.0K | 0.00% | +171 | New |
| Valley National Advisers Inc | 172 | $16.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 188 | $17.0K | 0.00% | −45−19.3% | Reduced |
| Private Trust Co NA | 202 | $18.0K | 0.00% | +202 | New |
| Hall Laurie J Trustee | 215 | $19.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 225 | $20.0K | 0.00% | −52−18.8% | Reduced |
| Farmers & Merchants Investments Inc | 247 | $22.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 250 | $22.0K | 0.01% | +250 | New |
| Jackson, Grant Investment Advisers, Inc. | 256 | $23.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 254 | $23.0K | 0.01% | +25+10.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 272 | $24.0K | 0.00% | +1+0.4% | Added |
| Glassman Wealth Services | 263 | $24.0K | 0.00% | +72+37.7% | Added |
| Zions Bancorporation, N.A. | 287 | $26.0K | 0.00% | +198+222.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 286 | $26.0K | 0.00% | +286 | New |
| Bray Capital Advisors | 300 | $27.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 300 | $27.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 298 | $27.0K | 0.00% | +234+365.6% | Added |
| Pacer Advisors, Inc. | 310 | $28.0K | 0.00% | −9,318−96.8% | Reduced |
| FinTrust Capital Advisors, LLC | 292 | $28.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 319 | $29.0K | 0.02% | +2+0.6% | Added |
| Denali Advisors LLC | 350 | $31.0K | 0.01% | −100−22.2% | Reduced |
| Evoke Wealth, LLC | 343 | $31.0K | 0.00% | +40+13.2% | Added |
| Front Row Advisors LLC | 355 | $32.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 359 | $32.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 354 | $32.0K | 0.00% | +11+3.2% | Added |
| Trust Co | 379 | $34.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 382 | $34.0K | 0.00% | +294+334.1% | Added |
| Tilia Fiduciary Partners, Inc. | 398 | $36.0K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 406 | $36.0K | 0.01% | +330+434.2% | Added |
| CVA Family Office, LLC | 417 | $37.0K | 0.01% | −40−8.8% | Reduced |
| DuPont Capital Management Corp | 431 | $39.0K | 0.00% | −70−14.0% | Reduced |
| Resources Management Corp | 472 | $42.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 480 | $43.0K | 0.01% | +110+29.7% | Added |
| CX Institutional | 481 | $43.0K | 0.00% | +481 | New |
| Repertoire Partners LP | 500 | $45.0K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 512 | $46.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 548 | $49.0K | 0.01% | +548 | New |
| Deseret Mutual Benefit Administrators | 582 | $52.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 610 | $55.0K | 0.01% | −6,640−91.6% | Reduced |
| Prospera Financial Services Inc | 620 | $55.0K | 0.00% | +18+3.0% | Added |
| Private Capital Group, LLC | 619 | $56.0K | 0.04% | −8−1.3% | Reduced |
| Cambridge Trust Co | 717 | $64.0K | 0.00% | −66−8.4% | Reduced |
| Lindbrook Capital, LLC | 732 | $65.0K | 0.01% | +712+3,560.0% | Added |