Skip to main content

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.

Institutional holdersQ2 2022: 657 institutions
Q1 2021: 552 institutionsQ2 2021: 565 institutionsQ3 2021: 583 institutionsQ4 2021: 638 institutionsQ1 2022: 664 institutionsQ2 2022: 657 institutionsQ3 2022: 666 institutionsQ4 2022: 701 institutionsQ1 2023: 664 institutionsQ2 2023: 644 institutionsQ3 2023: 658 institutionsQ4 2023: 720 institutionsQ1 2024: 729 institutionsQ2 2024: 751 institutionsQ3 2024: 768 institutionsQ4 2024: 840 institutionsQ1 2025: 858 institutionsQ2 2025: 857 institutionsQ3 2025: 894 institutionsQ4 2025: 936 institutionsQ1 2026: 925 institutionsQ2 2026: 904 institutions
Value heldQ2 2022: $14.3B
Q1 2021: $12.3BQ2 2021: $13.2BQ3 2021: $14.0BQ4 2021: $15.5BQ1 2022: $17.3BQ2 2022: $14.3BQ3 2022: $16.1BQ4 2022: $17.5BQ1 2023: $14.8BQ2 2023: $16.5BQ3 2023: $15.7BQ4 2023: $17.4BQ1 2024: $19.9BQ2 2024: $18.9BQ3 2024: $19.1BQ4 2024: $23.9BQ1 2025: $21.8BQ2 2025: $23.8BQ3 2025: $26.0BQ4 2025: $24.6BQ1 2026: $22.0BQ2 2026: $23.1B
Institutions holding RJF and their total value by quarter
QuarterHoldersValue
Q2 2026904$23.1B
Q1 2026925$22.0B
Q4 2025936$24.6B
Q3 2025894$26.0B
Q2 2025857$23.8B
Q1 2025858$21.8B
Q4 2024840$23.9B
Q3 2024768$19.1B
Q2 2024751$18.9B
Q1 2024729$19.9B
Q4 2023720$17.4B
Q3 2023658$15.7B
Q2 2023644$16.5B
Q1 2023664$14.8B
Q4 2022701$17.5B
Q3 2022666$16.1B
Q2 2022657$14.3B
Q1 2022664$17.3B
Q4 2021638$15.5B
Q3 2021583$14.0B
Q2 2021565$13.2B
Q1 2021552$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.

Institutions holding RJF in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Martingale Asset Management L P364,663$32.6M0.59%−68,828−15.9%Reduced
California Public Employees Retirement System367,345$32.8M0.03%−21,455−5.5%Reduced
First Trust Advisors LP370,834$33.2M0.04%−37,989−9.3%Reduced
Advent International Corp376,752$33.7M0.24%00.0%Unchanged
Marshall Wace, LLP429,769$38.4M0.09%−860,594−66.7%Reduced
Russell Investments Group, Ltd.435,356$38.9M0.08%+183,303+72.7%Added
Envestnet Asset Management Inc438,900$39.2M0.02%+14,526+3.4%Added
Wells Fargo & Company438,932$39.2M0.01%−45,123−9.3%Reduced
Amundi451,796$39.4M0.03%+288,769+177.1%Added
Alliancebernstein L.P.446,103$39.9M0.02%−55,713−11.1%Reduced
Macquarie Group Ltd454,749$40.7M0.05%−109,592−19.4%Reduced
SEI Investments Co465,203$41.6M0.09%+96,983+26.3%Added
Royal Bank of Canada471,699$42.2M0.01%−128,100−21.4%Reduced
Glenmede Trust Co NA478,654$42.8M0.25%+11,434+2.4%Added
Premier Fund Managers Ltd478,200$43.1M1.92%00.0%Unchanged
Sumitomo Mitsui Trust Holdings, Inc.552,061$49.4M0.04%+41,450+8.1%Added
Deutsche Bank AG569,345$50.9M0.03%−30,795−5.1%Reduced
Palisade Capital Management LLC587,055$52.5M1.42%+5,699+1.0%Added
New York State Common Retirement Fund625,538$55.9M0.07%−1,498−0.2%Reduced
Principal Financial Group Inc697,501$62.4M0.05%−9,150−1.3%Reduced
Nuveen Asset Management, LLC706,007$63.1M0.02%+79,065+12.6%Added
Jacobs Levy Equity Management, Inc769,906$68.8M0.53%+101,874+15.2%Added
Schonfeld Strategic Advisors LLC795,673$71.1M0.75%+220,595+38.4%Added
UBS Asset Management Americas Inc831,495$74.3M0.04%−84,827−9.3%Reduced
Schroder Investment Management Group844,446$75.9M0.12%+416,842+97.5%Added
Holocene Advisors, LP1,014,640$90.7M0.55%+275,613+37.3%Added
Harfst & Associates, Inc.1,112,166$99.4M28.23%−30,812−2.7%Reduced
Goldman Sachs Group Inc1,117,897$100.0M0.03%+209,221+23.0%Added
Fisher Asset Management, LLC1,145,750$102.4M0.07%+6,784+0.6%Added
Citadel Advisors LLC1,251,837$111.9M0.15%+521,889+71.5%Added
Congress Asset Management Co1,316,157$117.7M1.13%−83,167−5.9%Reduced
Dimensional Fund Advisors LP1,359,263$121.5M0.04%−18,614−1.4%Reduced
Charles Schwab Investment Management Inc1,438,111$128.6M0.04%+71,867+5.3%Added
Thrivent Financial for Lutherans1,455,419$130.1M0.35%−334,127−18.7%Reduced
Bank of New York Mellon Corp1,567,291$140.1M0.03%+114,293+7.9%Added
Morgan Stanley1,574,610$140.8M0.02%+578,266+58.0%Added
Legal & General Group Plc1,627,608$145.5M0.05%−81,360−4.8%Reduced
Mercer Global Advisors Inc1,669,631$149.3M0.91%−79,053−4.5%Reduced
Agf Investments Inc.1,807,005$161.6M1.44%+199,788+12.4%Added
Norges Bank1,949,158$174.3M0.05%−82,648−4.1%Reduced
Southpoint Capital Advisors LP2,100,000$187.8M5.33%+300,000+16.7%Added
APG Asset Management N.V.2,241,760$191.7M0.45%−218,319−8.9%Reduced
Northern Trust Corp2,150,185$192.2M0.04%−26,881−1.2%Reduced
Invesco Ltd.2,154,493$192.6M0.06%+116,291+5.7%Added
Brave Warrior Advisors, LLC2,245,951$200.8M6.89%−7,996−0.4%Reduced
Bank of America Corp2,356,946$210.7M0.03%−7,583−0.3%Reduced
JPMorgan Chase & Co2,594,985$232.0M0.03%−245,667−8.6%Reduced
Massachusetts Financial Services Co2,762,467$247.0M0.09%+349,521+14.5%Added
Price T Rowe Associates Inc2,857,665$255.5M0.03%−34,154−1.2%Reduced
Earnest Partners LLC3,296,561$294.7M1.96%+146,208+4.6%Added
Geode Capital Management, LLC3,866,611$345.1M0.05%+235,212+6.5%Added
FMR LLC5,081,757$454.4M0.05%−61,279−1.2%Reduced
Wellington Management Group LLP5,820,205$520.4M0.10%+190,330+3.4%Added
State Street Corp8,636,685$775.1M0.05%−640,774−6.9%Reduced
Primecap Management Co13,589,617$1.22B1.09%+1,951,233+16.8%Added
BlackRock Inc.18,247,303$1.63B0.05%+1,393,636+8.3%Added
Vanguard Group Inc22,974,175$2.05B0.06%+1,284,611+5.9%Added
Tredje AP-fonden0$00.00%−6,684,938−100.0%Sold out
Azora Capital LP0$00.00%−296,675−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−152,727−100.0%Sold out
Taika Capital, LP0$00.00%−75,110−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−71,323−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−48,770−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−40,000−100.0%Sold out
CIBC World Markets Inc.0$00.00%−38,170−100.0%Sold out
Man Group plc0$00.00%−33,649−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−31,662−100.0%Sold out
HRT Financial LP0$00.00%−30,272−100.0%Sold out
Alberta Investment Management Corp0$00.00%−30,000−100.0%Sold out
North Reef Capital Management LP0$00.00%−30,000−100.0%Sold out
Boenning & Scattergood, Inc.0$00.00%−28,942−100.0%Sold out
Mackay Shields LLC0$00.00%−26,989−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−25,441−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−10,805−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−10,698−100.0%Sold out
Gryphon Financial Partners LLC0$00.00%−9,274−100.0%Sold out
Nomura Holdings Inc0$00.00%−6,156−100.0%Sold out
K.J. Harrison & Partners Inc0$00.00%−6,000−100.0%Sold out
Banque Pictet & Cie SA0$00.00%−4,369−100.0%Sold out
Hollencrest Capital Management0$00.00%−4,249−100.0%Sold out
Globeflex Capital L P0$00.00%−4,225−100.0%Sold out
GW Henssler & Associates Ltd0$00.00%−4,048−100.0%Sold out
MQS Management LLC0$00.00%−3,778−100.0%Sold out
Fractal Investments LLC0$00.00%−3,321−100.0%Sold out
National Asset Management, Inc.0$00.00%−3,205−100.0%Sold out
Diversified Trust Co0$00.00%−3,087−100.0%Sold out
IBM Retirement Fund0$00.00%−2,951−100.0%Sold out
Eudaimonia Advisors LLC0$00.00%−2,728−100.0%Sold out
Carroll Investors, Inc0$00.00%−2,700−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−2,679−100.0%Sold out
Great Lakes Advisors, LLC0$00.00%−2,651−100.0%Sold out
Profund Advisors LLC0$00.00%−2,620−100.0%Sold out
Sciencast Management LP0$00.00%−2,560−100.0%Sold out
Principle Wealth Partners LLC0$00.00%−2,225−100.0%Sold out
YHB Investment Advisors, Inc.0$00.00%−2,206−100.0%Sold out
Intersect Capital LLC0$00.00%−2,206−100.0%Sold out
Horizon Family Wealth, Inc.0$00.00%−2,196−100.0%Sold out
Schechter Investment Advisors, LLC0$00.00%−2,192−100.0%Sold out
Arbor Investment Advisors, LLC0$00.00%−2,181−100.0%Sold out
Financial Insights, Inc.0$00.00%−2,061−100.0%Sold out