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 |
|---|---|---|---|---|---|
| Philo Smith Capital Corp | 151,500 | $13.5M | 5.51% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 151,123 | $13.5M | 0.26% | +10,275+7.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 149,159 | $13.3M | 0.03% | +15,650+11.7% | Added |
| Public Employees Retirement System of Ohio | 148,067 | $13.2M | 0.06% | +18,673+14.4% | Added |
| Ameriprise Financial Inc | 147,249 | $13.2M | 0.00% | −73,042−33.2% | Reduced |
| State of Wisconsin Investment Board | 141,069 | $12.6M | 0.03% | −3,988−2.7% | Reduced |
| CIBC Private Wealth Group, LLC | 137,363 | $12.3M | 0.03% | −13,869−9.2% | Reduced |
| Hantz Financial Services, Inc. | 136,982 | $12.2M | 0.41% | +2,284+1.7% | Added |
| Congress Wealth Management LLC | 133,240 | $11.9M | 0.30% | −2,369−1.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 132,511 | $11.8M | 0.09% | +28,182+27.0% | Added |
| Frontier Capital Management Co LLC | 132,342 | $11.8M | 0.14% | −3,797−2.8% | Reduced |
| Westpac Banking Corp | 125,819 | $11.2M | 0.15% | −1,895−1.5% | Reduced |
| Loomis Sayles & Co L P | 123,017 | $11.0M | 0.02% | −72,606−37.1% | Reduced |
| Jane Street Group, LLC | 122,537 | $11.0M | 0.02% | +114,587+1,441.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 117,398 | $10.5M | 0.04% | +5,037+4.5% | Added |
| Allspring Global Investments Holdings, LLC | 115,409 | $10.3M | 0.02% | −57,492−33.3% | Reduced |
| Ancora Advisors, LLC | 110,769 | $9.90M | 0.28% | −36,910−25.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 110,645 | $9.89M | 0.04% | +17,143+18.3% | Added |
| Mn Services Vermogensbeheer B.V. | 109,800 | $9.82M | 0.09% | −24,600−18.3% | Reduced |
| Citigroup Inc | 107,108 | $9.58M | 0.01% | −58,157−35.2% | Reduced |
| State of New Jersey Common Pension Fund D | 106,334 | $9.51M | 0.04% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 105,539 | $9.44M | 0.40% | −2,132−2.0% | Reduced |
| Teacher Retirement System of Texas | 105,382 | $9.42M | 0.06% | −25,644−19.6% | Reduced |
| Illinois Municipal Retirement Fund | 105,262 | $9.41M | 0.22% | −29,773−22.0% | Reduced |
| Maltese Capital Management LLC | 105,000 | $9.39M | 2.02% | −200−0.2% | Reduced |
| Intech Investment Management LLC | 103,559 | $9.26M | 0.05% | +103,559 | New |
| American Century Companies Inc | 103,413 | $9.25M | 0.01% | +74,129+253.1% | Added |
| Treasurer of the State of North Carolina | 102,182 | $9.14M | 0.06% | +25,387+33.1% | Added |
| Nisa Investment Advisors, LLC | 98,690 | $8.82M | 0.08% | +6,167+6.7% | Added |
| Ensign Peak Advisors, Inc | 96,115 | $8.59M | 0.02% | −35,995−27.2% | Reduced |
| Korea Investment CORP | 94,156 | $8.42M | 0.03% | +11,856+14.4% | Added |
| Pictet Asset Management SA | 93,627 | $8.37M | 0.01% | −5,104−5.2% | Reduced |
| Burney Co | 93,591 | $8.37M | 0.44% | −1,326−1.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 91,071 | $8.14M | 0.11% | −54,166−37.3% | Reduced |
| Toronto Dominion Bank | 86,596 | $7.74M | 0.01% | +3,210+3.8% | Added |
| Bryn Mawr Trust Co | 86,270 | $7.71M | 0.35% | −5,103−5.6% | Reduced |
| D. E. Shaw & Co., Inc. | 85,759 | $7.67M | 0.01% | −32,886−27.7% | Reduced |
| Private Capital Management, LLC | 85,733 | $7.67M | 1.21% | −36,682−30.0% | Reduced |
| Nomura Asset Management Co Ltd | 82,466 | $7.37M | 0.05% | +4,398+5.6% | Added |
| US Bancorp | 82,432 | $7.37M | 0.01% | −822−1.0% | Reduced |
| ProShare Advisors LLC | 81,776 | $7.31M | 0.02% | −10,734−11.6% | Reduced |
| Asset Management One Co.,Ltd. | 78,573 | $7.03M | 0.03% | +498+0.6% | Added |
| AQR Capital Management LLC | 79,365 | $6.94M | 0.02% | −22,245−21.9% | Reduced |
| Andra AP-fonden | 76,600 | $6.85M | 0.20% | +76,600 | New |
| Stifel Financial Corp | 75,824 | $6.78M | 0.01% | +1,170+1.6% | Added |
| Voya Investment Management LLC | 75,290 | $6.73M | 0.02% | −1,205−1.6% | Reduced |
| Unigestion Holding SA | 71,997 | $6.44M | 0.36% | −5,502−7.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 70,783 | $6.33M | 0.02% | −6,325−8.2% | Reduced |
| SG Americas Securities, LLC | 69,423 | $6.21M | 0.08% | +63,501+1,072.3% | Added |
| Phase 2 Partners, LLC | 68,223 | $6.10M | 3.14% | +34,605+102.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 67,367 | $6.02M | 0.03% | +13,076+24.1% | Added |
| CWA Asset Management Group, LLC | 67,197 | $6.01M | 0.56% | +4,752+7.6% | Added |
| Parkwood LLC | 66,050 | $5.91M | 1.18% | +12,406+23.1% | Added |
| Rafferty Asset Management, LLC | 65,937 | $5.89M | 0.05% | −27,004−29.1% | Reduced |
| AXA S.A. | 64,667 | $5.78M | 0.02% | −42,372−39.6% | Reduced |
| Retirement Systems of Alabama | 64,444 | $5.76M | 0.02% | +2,538+4.1% | Added |
| Oppenheimer Asset Management Inc. | 63,866 | $5.71M | 0.10% | −2,312−3.5% | Reduced |
| Bragg Financial Advisors, Inc | 63,661 | $5.69M | 0.38% | +9,923+18.5% | Added |
| Advisor Group Holdings, Inc. | 63,183 | $5.65M | 0.01% | +797+1.3% | Added |
| Amalgamated Bank | 59,555 | $5.33M | 0.05% | +12,752+27.2% | Added |
| Truist Financial Corp | 57,646 | $5.15M | 0.01% | +14,103+32.4% | Added |
| Qube Research & Technologies Ltd | 57,616 | $5.15M | 0.04% | +57,616 | New |
| Point72 Europe (London) LLP | 56,694 | $5.07M | 1.59% | +56,694 | New |
| Royal London Asset Management Ltd | 55,947 | $5.00M | 0.02% | −1,891−3.3% | Reduced |
| LPL Financial LLC | 55,624 | $4.97M | 0.00% | +12,893+30.2% | Added |
| American International Group, Inc. | 55,563 | $4.97M | 0.03% | +753+1.4% | Added |
| Palmer Knight Co | 54,816 | $4.90M | 4.65% | −493−0.9% | Reduced |
| IFP Advisors, Inc | 49,641 | $4.88M | 0.16% | −6,576−11.7% | Reduced |
| Arizona State Retirement System | 54,255 | $4.85M | 0.05% | +2,701+5.2% | Added |
| Captrust Financial Advisors | 52,844 | $4.74M | 0.03% | +151+0.3% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 53,019 | $4.74M | 0.59% | −1,410−2.6% | Reduced |
| MetLife Investment Management | 53,010 | $4.74M | 0.04% | +1,797+3.5% | Added |
| State of Michigan Retirement System | 52,544 | $4.70M | 0.03% | +5,400+11.5% | Added |
| Ossiam | 52,316 | $4.68M | 0.14% | +52,316 | New |
| Los Angeles Capital Management LLC | 52,100 | $4.66M | 0.02% | −216,927−80.6% | Reduced |
| Handelsbanken Fonder AB | 51,797 | $4.63M | 0.03% | +3,100+6.4% | Added |
| Standard Life Aberdeen plc | 51,777 | $4.60M | 0.01% | −5,457−9.5% | Reduced |
| Stephens Inc | 50,163 | $4.49M | 0.09% | +33,223+196.1% | Added |
| Raymond James Trust N.A. | 48,108 | $4.30M | 0.15% | −7,237−13.1% | Reduced |
| USS Investment Management Ltd | 48,014 | $4.29M | 0.05% | −2,893−5.7% | Reduced |
| Susquehanna International Group, LLP | 46,942 | $4.20M | 0.01% | −17,779−27.5% | Reduced |
| Swiss Life Asset Management Ltd | 46,486 | $4.17M | 0.07% | −14,366−23.6% | Reduced |
| Cahaba Wealth Management, Inc. | 44,569 | $3.98M | 0.57% | 00.0% | Unchanged |
| Leuthold Group, LLC | 44,249 | $3.96M | 0.56% | −24,596−35.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 44,122 | $3.94M | 0.06% | −27,613−38.5% | Reduced |
| CIBC World Markets Corp | 43,775 | $3.91M | 0.04% | −63−0.1% | Reduced |
| EHP Funds Inc. | 43,750 | $3.91M | 0.72% | −4,280−8.9% | Reduced |
| Creative Planning | 43,693 | $3.91M | 0.01% | +1,673+4.0% | Added |
| Freemont Management S.A. | 43,500 | $3.89M | 0.67% | −2,200−4.8% | Reduced |
| Vetamer Capital Management, L.P. | 43,300 | $3.87M | 3.44% | −12,458−22.3% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 42,998 | $3.84M | 0.27% | −641−1.5% | Reduced |
| First Republic Investment Management, Inc. | 42,984 | $3.84M | 0.01% | −677−1.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 42,410 | $3.79M | 0.17% | +200.0% | Added |
| Commerce Bank | 41,453 | $3.71M | 0.03% | −13,732−24.9% | Reduced |
| Peterson Wealth Services | 41,399 | $3.70M | 2.67% | +1,207+3.0% | Added |
| Siemens Fonds Invest GmbH | 41,097 | $3.67M | 0.39% | 00.0% | Unchanged |
| PFS Investments Inc. | 40,987 | $3.67M | 0.07% | +7,286+21.6% | Added |
| Westfield Capital Management Co LP | 40,095 | $3.58M | 0.03% | 00.0% | Unchanged |
| BW Gestao de Investimentos Ltda. | 40,000 | $3.58M | 0.83% | +40,000 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 39,864 | $3.56M | 0.04% | −16,400−29.1% | Reduced |