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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 737 | $66.0K | 0.00% | +9+1.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 744 | $67.0K | 0.02% | +622+509.8% | Added |
| Parallel Advisors, LLC | 761 | $68.0K | 0.00% | −68−8.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 832 | $74.0K | 0.01% | −900−52.0% | Reduced |
| Arlington Partners LLC | 830 | $74.0K | 0.02% | +830 | New |
| Acadian Asset Management LLC | 850 | $76.0K | 0.00% | −27,223−97.0% | Reduced |
| FourThought Financial, LLC | 866 | $77.0K | 0.01% | −29−3.2% | Reduced |
| Caldwell Trust Co | 869 | $77.7K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 887 | $79.3K | 0.05% | +887 | New |
| Spire Wealth Management | 920 | $82.0K | 0.00% | −1,366−59.8% | Reduced |
| EverSource Wealth Advisors, LLC | 912 | $82.0K | 0.02% | −165−15.3% | Reduced |
| Penserra Capital Management LLC | 968 | $86.0K | 0.00% | +53+5.8% | Added |
| Bessemer Group Inc | 964 | $87.0K | 0.00% | −1,336−58.1% | Reduced |
| River & Mercantile Investments Ltd | 976 | $87.0K | 0.03% | −558−36.4% | Reduced |
| Quadrant Capital Group LLC | 1,076 | $96.0K | 0.01% | +365+51.3% | Added |
| Coastal Capital Group, Inc. | 1,121 | $100.0K | 0.03% | +2+0.2% | Added |
| Geneos Wealth Management Inc. | 1,142 | $101.0K | 0.00% | −353−23.6% | Reduced |
| Exane Derivatives | 1,130 | $101.0K | 0.06% | −1,517−57.3% | Reduced |
| Sentry Investment Management LLC | 1,174 | $105.0K | 0.05% | −229−16.3% | Reduced |
| Smithfield Trust Co | 1,180 | $105.0K | 0.01% | −72−5.8% | Reduced |
| State of Wyoming | 1,281 | $115.0K | 0.07% | +116+10.0% | Added |
| Rockefeller Capital Management L.P. | 1,379 | $123.0K | 0.00% | −1,193−46.4% | Reduced |
| Endurance Wealth Management, Inc. | 1,400 | $125.0K | 0.02% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 1,507 | $134.0K | 0.08% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,536 | $137.0K | 0.00% | +50+3.4% | Added |
| SeaCrest Wealth Management, LLC | 1,568 | $140.0K | 0.02% | +1,568 | New |
| Ci Investments Inc. | 1,702 | $152.0K | 0.00% | −677−28.5% | Reduced |
| Ronald Blue Trust, Inc. | 1,417 | $156.0K | 0.00% | +1,417 | New |
| Asahi Life Asset Management Co., Ltd. | 1,820 | $163.0K | 0.04% | +1,820 | New |
| CWM, LLC | 1,847 | $165.0K | 0.00% | +598+47.9% | Added |
| First Bank & Trust | 2,220 | $199.0K | 0.06% | +53+2.4% | Added |
| Appleton Partners Inc | 2,300 | $206.0K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,300 | $206.0K | 0.07% | +2,300 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,316 | $207.0K | 0.03% | +2,316 | New |
| Ameritas Investment Partners, Inc. | 2,384 | $213.0K | 0.01% | −61−2.5% | Reduced |
| Banque Cantonale Vaudoise | 2,400 | $215.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,468 | $221.0K | 0.01% | −5,794−70.1% | Reduced |
| Salem Investment Counselors Inc | 2,458 | $221.0K | 0.01% | +133+5.7% | Added |
| Cigna Investments Inc | 2,488 | $223.0K | 0.04% | −765−23.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,510 | $224.0K | 0.01% | −316−11.2% | Reduced |
| H. L. Ormond & Company, LLC | 2,500 | $224.0K | 0.36% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,533 | $226.0K | 0.01% | −1,814−41.7% | Reduced |
| Legacy Financial Advisors, Inc. | 2,541 | $227.0K | 0.06% | +165+6.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,551 | $228.0K | 0.01% | +580+29.4% | Added |
| Central Trust Co | 2,629 | $235.0K | 0.01% | +140+5.6% | Added |
| Bokf, NA | 2,634 | $236.0K | 0.00% | −107−3.9% | Reduced |
| Nations Financial Group Inc, | 2,646 | $237.0K | 0.03% | −13−0.5% | Reduced |
| Collective Family Office LLC | 2,658 | $238.0K | 0.10% | +2,658 | New |
| MTM Investment Management, LLC | 2,700 | $241.0K | 0.13% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 2,715 | $242.0K | 0.13% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 2,728 | $244.0K | 0.01% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 2,750 | $246.0K | 0.06% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,770 | $247.7K | 0.10% | −2−0.1% | Reduced |
| Cerity Partners LLC | 2,787 | $249.0K | 0.00% | +406+17.1% | Added |
| Avantax Advisory Services, Inc. | 2,804 | $251.0K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 2,824 | $252.0K | 0.01% | +285+11.2% | Added |
| Natixis Investment Managers International | 2,837 | $253.0K | 0.01% | −1,560−35.5% | Reduced |
| Personal Cfo Solutions, LLC | 2,829 | $253.0K | 0.06% | −124−4.2% | Reduced |
| Metis Global Partners, LLC | 2,832 | $253.0K | 0.04% | −101−3.4% | Reduced |
| Seeyond | 2,837 | $253.0K | 0.03% | −57−2.0% | Reduced |
| Canandaigua National Corp | 2,855 | $255.0K | 0.05% | −28−1.0% | Reduced |
| Vantage Consulting Group Inc | 2,856 | $255.0K | 0.14% | +321+12.7% | Added |
| Syntax Advisors, LLC | 2,856 | $255.0K | 0.21% | +321+12.7% | Added |
| Quad-Cities Investment Group, LLC | 2,865 | $256.0K | 0.19% | +2,865 | New |
| Pathstone Family Office, LLC | 2,881 | $258.1K | 0.01% | +726+33.7% | Added |
| Krane Funds Advisors LLC | 2,897 | $259.0K | 0.01% | −1,016−26.0% | Reduced |
| American Trust | 2,895 | $259.0K | 0.02% | −169−5.5% | Reduced |
| Veriti Management LLC | 2,898 | $259.0K | 0.04% | +95+3.4% | Added |
| Royce & Associates LP | 2,900 | $259.0K | 0.00% | +2,900 | New |
| Paloma Partners Management Co | 2,900 | $259.0K | 0.03% | +2,900 | New |
| South Dakota Investment Council | 2,900 | $259.0K | 0.01% | +2,900 | New |
| Federation des caisses Desjardins du Quebec | 2,905 | $259.7K | 0.00% | +1,782+158.7% | Added |
| Vestmark Advisory Solutions, Inc. | 2,911 | $260.0K | 0.01% | −397−12.0% | Reduced |
| Blue Chip Partners, Inc. | 2,916 | $261.0K | 0.03% | +9+0.3% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,925 | $262.0K | 0.06% | 00.0% | Unchanged |
| Novare Capital Management LLC | 2,930 | $262.0K | 0.03% | +330+12.7% | Added |
| TruWealth Advisors, LLC | 2,928 | $262.0K | 0.03% | +731+33.3% | Added |
| Navellier & Associates Inc | 2,946 | $263.0K | 0.06% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,941 | $263.0K | 0.02% | +421+16.7% | Added |
| Moseley Investment Management Inc | 2,971 | $266.0K | 0.19% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,697 | $266.0K | 0.03% | +186+7.4% | Added |
| Proequities, Inc. | 2,982 | $268.0K | 0.02% | +34+1.2% | Added |
| Flagship Harbor Advisors, LLC | 3,010 | $269.0K | 0.03% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,005 | $271.0K | 0.00% | −157−5.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,033 | $271.0K | 0.01% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 3,114 | $273.0K | 0.01% | +1,274+69.2% | Added |
| Pitcairn Co | 3,065 | $274.0K | 0.03% | −26−0.8% | Reduced |
| Clarus Group, Inc. | 3,077 | $275.0K | 0.23% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 3,112 | $278.0K | 0.02% | −33−1.0% | Reduced |
| Jump Financial, LLC | 3,112 | $278.0K | 0.01% | +512+19.7% | Added |
| Legacy Wealth Asset Management, LLC | 3,157 | $282.0K | 0.11% | −38−1.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,174 | $284.0K | 0.03% | +975+44.3% | Added |
| Harvest Fund Management Co., Ltd | 3,186 | $285.0K | 0.08% | −603−15.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,369 | $302.0K | 0.00% | +649+23.9% | Added |
| CWM Advisors, LLC | 3,388 | $303.0K | 0.04% | +146+4.5% | Added |
| RBA Wealth Management, LLC | 3,405 | $304.0K | 0.17% | −543−13.8% | Reduced |
| Advisor Partners LLC | 3,399 | $304.0K | 0.02% | −294−8.0% | Reduced |
| 44 Wealth Management LLC | 3,412 | $305.0K | 0.12% | −1,008−22.8% | Reduced |
| PSI Advisors, LLC | 3,407 | $305.0K | 0.15% | 00.0% | Unchanged |
| Empirical Finance, LLC | 3,532 | $316.0K | 0.04% | +220+6.6% | Added |