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 |
|---|---|---|---|---|---|
| New Millennium Group LLC | 3,576 | $320.0K | 0.33% | +3,576 | New |
| Maven Securities LTD | 3,592 | $321.0K | 0.06% | +3,592 | New |
| Symmetry Partners, LLC | 3,604 | $322.0K | 0.02% | +415+13.0% | Added |
| Gateway Investment Advisers LLC | 3,614 | $323.0K | 0.00% | +37+1.0% | Added |
| YorkBridge Wealth Partners, LLC | 3,646 | $326.0K | 0.09% | −286−7.3% | Reduced |
| Everence Capital Management Inc | 3,650 | $326.0K | 0.03% | +3,650 | New |
| Versor Investments LP | 3,662 | $327.0K | 0.01% | −2,700−42.4% | Reduced |
| Private Advisor Group, LLC | 3,667 | $328.0K | 0.00% | +356+10.8% | Added |
| Snowden Capital Advisors LLC | 3,680 | $329.0K | 0.01% | +137+3.9% | Added |
| Kestra Private Wealth Services, LLC | 3,730 | $333.0K | 0.02% | −367−9.0% | Reduced |
| Eudaimonia Partners, LLC | 3,759 | $336.0K | 0.06% | +3,759 | New |
| Great Valley Advisor Group, Inc. | 3,765 | $337.0K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,787 | $339.0K | 0.01% | +3,787 | New |
| Ieq Capital, LLC | 3,865 | $346.0K | 0.01% | +709+22.5% | Added |
| Steward Partners Investment Advisory, LLC | 3,895 | $348.0K | 0.01% | −712−15.5% | Reduced |
| Essex Financial Services, Inc. | 3,908 | $349.0K | 0.04% | −275−6.6% | Reduced |
| Precision Wealth Strategies, LLC | 3,905 | $349.0K | 0.27% | +50+1.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,905 | $349.0K | 0.00% | +204+5.5% | Added |
| First Horizon Advisors, Inc. | 3,995 | $356.0K | 0.01% | +3,066+330.0% | Added |
| Huntington National Bank | 4,002 | $358.0K | 0.00% | −2,062−34.0% | Reduced |
| Bowman & Co S.C. | 4,000 | $358.0K | 0.31% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 4,000 | $358.0K | 0.06% | +4,000 | New |
| Shulman DeMeo Asset Management LLC | 4,014 | $359.0K | 0.12% | +20.0% | Added |
| Harbor Investment Advisory, LLC | 4,031 | $360.0K | 0.06% | −427−9.6% | Reduced |
| Contravisory Investment Management, Inc. | 4,045 | $362.0K | 0.12% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 4,092 | $366.0K | 0.17% | +45+1.1% | Added |
| Cetera Advisor Networks LLC | 4,100 | $366.0K | 0.00% | +69+1.7% | Added |
| Quantinno Capital Management LP | 4,101 | $367.0K | 0.05% | −126−3.0% | Reduced |
| Greenleaf Trust | 4,130 | $369.0K | 0.01% | +774+23.1% | Added |
| Redpoint Investment Management Pty Ltd | 4,158 | $372.0K | 0.04% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4,288 | $383.0K | 0.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,307 | $385.0K | 0.16% | +4,307 | New |
| American Portfolios Advisors | 4,307 | $385.1K | 0.02% | −172−3.8% | Reduced |
| Visionary Wealth Advisors | 4,320 | $386.0K | 0.03% | −213−4.7% | Reduced |
| Agate Pass Investment Management, LLC | 4,329 | $387.0K | 0.27% | −189−4.2% | Reduced |
| DCM Advisors, LLC | 4,359 | $390.0K | 0.17% | +4,359 | New |
| HBK Sorce Advisory LLC | 4,398 | $393.0K | 0.03% | −907−17.1% | Reduced |
| Harvest Management LLC | 4,496 | $402.0K | 0.59% | +4,496 | New |
| Global Financial Private Client, LLC | 4,687 | $417.6K | 0.24% | +405+9.5% | Added |
| FDx Advisors, Inc. | 4,676 | $418.0K | 0.02% | −513−9.9% | Reduced |
| Prudential PLC | 4,683 | $419.0K | 0.01% | −234−4.8% | Reduced |
| AE Wealth Management LLC | 4,723 | $422.0K | 0.00% | +4,723 | New |
| Corient Capital Partners, LLC | 4,743 | $424.0K | 0.03% | +601+14.5% | Added |
| Duality Advisers, LP | 4,853 | $434.0K | 0.04% | +4,853 | New |
| Swedbank AB | 4,904 | $438.5K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,922 | $440.0K | 0.01% | +286+6.2% | Added |
| Bridgewater Associates, LP | 4,940 | $442.0K | 0.00% | −18,111−78.6% | Reduced |
| Almanack Investment Partners, LLC. | 4,927 | $442.0K | 0.04% | +4,927 | New |
| Gsa Capital Partners LLP | 4,955 | $443.0K | 0.07% | +4,955 | New |
| Dock Street Asset Management Inc | 4,979 | $445.0K | 0.10% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 4,978 | $445.0K | 0.15% | +4,978 | New |
| Balentine LLC | 5,066 | $453.0K | 0.02% | +2,100+70.8% | Added |
| Integrated Investment Consultants, LLC | 5,124 | $458.0K | 0.17% | −73−1.4% | Reduced |
| Silvercrest Asset Management Group LLC | 5,166 | $462.0K | 0.00% | −1,632−24.0% | Reduced |
| Intrust Bank NA | 5,243 | $469.0K | 0.07% | −2,296−30.5% | Reduced |
| Connable Office Inc | 5,398 | $483.0K | 0.07% | 00.0% | Unchanged |
| Assetmark, Inc | 5,399 | $483.0K | 0.00% | +2,453+83.3% | Added |
| TD Private Client Wealth LLC | 5,422 | $484.8K | 0.02% | −1,366−20.1% | Reduced |
| Community Capital Management, Inc. | 5,500 | $492.0K | 0.60% | – | – |
| Tranquility Partners, LLC | 5,542 | $496.0K | 0.26% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 5,579 | $499.0K | 0.07% | −394−6.6% | Reduced |
| Wealthspire Advisors, LLC | 5,630 | $503.0K | 0.01% | +154+2.8% | Added |
| Walleye Capital LLC | 5,649 | $505.0K | 0.01% | +5,649 | New |
| Systematic Alpha Investments, LLC | 5,700 | $510.0K | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,722 | $512.0K | 0.02% | −1,574−21.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,836 | $522.0K | 0.01% | −260−4.3% | Reduced |
| Johnson Investment Counsel Inc | 5,837 | $522.0K | 0.01% | +3+0.1% | Added |
| Bill Few Associates, Inc. | 5,845 | $523.0K | 0.33% | +3,750+179.0% | Added |
| Forum Financial Management, LP | 5,933 | $530.0K | 0.03% | +1,270+27.2% | Added |
| Verition Fund Management LLC | 5,923 | $530.0K | 0.01% | +5,923 | New |
| Bank of Nova Scotia | 5,941 | $531.0K | 0.00% | −18,625−75.8% | Reduced |
| Connectus Wealth, LLC | 6,006 | $537.0K | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 6,093 | $545.0K | 0.12% | −3,613−37.2% | Reduced |
| Seven Eight Capital, LP | 6,234 | $557.0K | 0.22% | −6,951−52.7% | Reduced |
| Signature Wealth Management Group | 6,257 | $559.0K | 0.27% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 6,250 | $559.0K | 0.03% | +6,250 | New |
| J. W. Coons Advisors, LLC | 6,291 | $561.0K | 0.20% | −782−11.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 6,302 | $563.0K | 0.00% | −10,398−62.3% | Reduced |
| Cavalier Investments, LLC | 6,439 | $576.0K | 0.20% | +69+1.1% | Added |
| Yorktown Management & Research Co Inc | 6,450 | $577.0K | 0.74% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 6,480 | $579.0K | 0.15% | −803−11.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,495 | $581.0K | 0.01% | −347−5.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,510 | $582.0K | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 6,642 | $594.0K | 0.05% | +1,127+20.4% | Added |
| Apollon Wealth Management, LLC | 6,679 | $597.0K | 0.05% | +1,365+25.7% | Added |
| Jackson Creek Investment Advisors LLC | 6,128 | $603.0K | 0.24% | −6,367−51.0% | Reduced |
| Texas Yale Capital Corp. | 6,750 | $604.0K | 0.04% | 00.0% | Unchanged |
| Jefferies Group LLC | 6,860 | $613.4K | 0.02% | +6,860 | New |
| Guggenheim Capital LLC | 6,912 | $618.0K | 0.00% | −27,342−79.8% | Reduced |
| Sumitomo Life Insurance Co | 7,025 | $628.0K | 0.02% | +7,025 | New |
| Guinness Asset Management LTD | 7,054 | $631.0K | 0.02% | −1,675−19.2% | Reduced |
| Covenant Partners, LLC | 7,122 | $637.0K | 0.29% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,275 | $650.0K | 0.02% | +65+0.9% | Added |
| Eqis Capital Management, Inc. | 7,456 | $666.7K | 0.07% | −1,519−16.9% | Reduced |
| Bailey Value Limited Partnership | 7,500 | $671.0K | 0.98% | 00.0% | Unchanged |
| National Bank of Canada | 7,773 | $693.0K | 0.00% | +6,420+474.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,770 | $695.0K | 0.02% | +338+4.5% | Added |
| Western Wealth Management, LLC | 7,845 | $711.0K | 0.04% | +2,815+56.0% | Added |
| Atria Wealth Solutions, Inc. | 7,950 | $712.0K | 0.01% | −85−1.1% | Reduced |
| Capital Investment Advisors, LLC | 8,033 | $718.0K | 0.02% | +16+0.2% | Added |