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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems | 14,428 | $1.29M | 0.05% | +2,519+21.2% | Added |
| Millennium Management LLC | 14,411 | $1.29M | 0.00% | −25,960−64.3% | Reduced |
| Heritage Wealth Advisors | 14,103 | $1.26M | 0.09% | −18−0.1% | Reduced |
| Empire Life Investments Inc. | 14,107 | $1.26M | 0.09% | +462+3.4% | Added |
| Stephens Consulting, LLC | 14,005 | $1.25M | 1.02% | +17+0.1% | Added |
| Aviance Capital Partners, LLC | 13,713 | $1.23M | 0.27% | +590+4.5% | Added |
| Blueshift Asset Management, LLC | 13,664 | $1.22M | 0.20% | −9,160−40.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,663 | $1.22M | 0.03% | +2,029+17.4% | Added |
| Storebrand Asset Management AS | 13,111 | $1.17M | 0.01% | −830−6.0% | Reduced |
| Clearbridge Investments, LLC | 13,076 | $1.17M | 0.00% | −561−4.1% | Reduced |
| Vestcor Inc | 13,040 | $1.17M | 0.04% | +10,111+345.2% | Added |
| KBC Group NV | 12,985 | $1.16M | 0.01% | +180+1.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,951 | $1.16M | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 12,300 | $1.15M | 0.03% | +500+4.2% | Added |
| AlphaCrest Capital Management LLC | 12,611 | $1.13M | 0.05% | +4,561+56.7% | Added |
| Walleye Trading LLC | 12,413 | $1.11M | 0.03% | +12,413 | New |
| One + One Wealth Management, LLC | 12,259 | $1.10M | 0.83% | −278−2.2% | Reduced |
| Sabal Trust CO | 12,260 | $1.10M | 0.08% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 12,124 | $1.08M | 0.01% | +695+6.1% | Added |
| Lido Advisors, LLC | 11,971 | $1.07M | 0.02% | +1,200+11.1% | Added |
| Shilanski & Associates, Inc. | 11,754 | $1.05M | 0.49% | +394+3.5% | Added |
| O'Shaughnessy Asset Management, LLC | 11,487 | $1.03M | 0.02% | +8+0.1% | Added |
| Metropolitan Life Insurance Co | 11,465 | $1.03M | 0.04% | +166+1.5% | Added |
| Oxford Financial Group Ltd | 11,303 | $1.01M | 0.15% | −45−0.4% | Reduced |
| Cumberland Partners Ltd | 11,300 | $1.01M | 0.10% | +450+4.1% | Added |
| Arrowstreet Capital, Limited Partnership | 11,148 | $997.0K | 0.00% | +11,148 | New |
| Veritable, L.P. | 10,878 | $973.0K | 0.02% | +4,884+81.5% | Added |
| CenterStar Asset Management, LLC | – | $964.0K | 1.05% | – | New |
| Norinchukin Bank, The | 10,715 | $958.0K | 0.02% | +3,176+42.1% | Added |
| MAI Capital Management | 10,591 | $947.0K | 0.02% | −234−2.2% | Reduced |
| New Mexico Educational Retirement Board | 10,375 | $928.0K | 0.04% | −500−4.6% | Reduced |
| Harrell Investment Partners, LLC | 10,121 | $905.0K | 0.37% | +6+0.1% | Added |
| Interval Partners, LP | 10,019 | $896.0K | 0.06% | −20,543−67.2% | Reduced |
| Montag & Caldwell, LLC | 9,800 | $876.0K | 0.13% | +287+3.0% | Added |
| Phoenix Holdings Ltd. | 9,617 | $863.0K | 0.02% | +9,617 | New |
| Bradley Foster & Sargent Inc | 9,515 | $851.0K | 0.02% | −200−2.1% | Reduced |
| Kestra Advisory Services, LLC | 9,439 | $844.0K | 0.01% | +2,093+28.5% | Added |
| West Michigan Advisors, LLC | 9,321 | $833.0K | 0.72% | +54+0.6% | Added |
| Gofen & Glossberg LLC | 9,217 | $824.0K | 0.02% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 9,100 | $814.0K | 0.03% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 9,030 | $807.0K | 0.23% | +9,030 | New |
| LMR Partners LLP | 8,941 | $799.0K | 0.02% | +8,941 | New |
| Consolidated Planning Corp | 8,891 | $795.0K | 0.25% | −131−1.5% | Reduced |
| Chiron Capital Management, LLC | 8,850 | $791.0K | 0.50% | 00.0% | Unchanged |
| Knowledge Leaders Capital, LLC | 8,682 | $776.0K | 0.75% | −29−0.3% | Reduced |
| Confluence Wealth Services, Inc. | 7,174 | $770.0K | 0.34% | 00.0% | Unchanged |
| Keybank National Association | 8,603 | $769.0K | 0.00% | −10.0% | Reduced |
| Wolverine Trading, LLC | 8,499 | $767.0K | 0.02% | +8,499 | New |
| Cipher Capital LP | 8,581 | $767.0K | 0.17% | +8,581 | New |
| We Are One Seven, LLC | 8,572 | $766.0K | 0.11% | +1,075+14.3% | Added |
| Trust Co of Toledo NA | 8,460 | $756.0K | 0.13% | −200−2.3% | Reduced |
| Moody National Bank Trust Division | 8,450 | $755.0K | 0.08% | +1,870+28.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,364 | $747.8K | 0.00% | −775−8.5% | Reduced |
| Saturna Capital CORP | 8,352 | $747.0K | 0.02% | 00.0% | Unchanged |
| Skylands Capital, LLC | 8,349 | $746.0K | 0.11% | +4,712+129.6% | Added |
| Achmea Investment Management B.V. | 8,335 | $745.0K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 8,105 | $725.0K | 0.00% | +1,862+29.8% | Added |
| Capital Investment Advisors, LLC | 8,033 | $718.0K | 0.02% | +16+0.2% | Added |
| Atria Wealth Solutions, Inc. | 7,950 | $712.0K | 0.01% | −85−1.1% | Reduced |
| Western Wealth Management, LLC | 7,845 | $711.0K | 0.04% | +2,815+56.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,770 | $695.0K | 0.02% | +338+4.5% | Added |
| National Bank of Canada | 7,773 | $693.0K | 0.00% | +6,420+474.5% | Added |
| Bailey Value Limited Partnership | 7,500 | $671.0K | 0.98% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 7,456 | $666.7K | 0.07% | −1,519−16.9% | Reduced |
| Signaturefd, LLC | 7,275 | $650.0K | 0.02% | +65+0.9% | Added |
| Covenant Partners, LLC | 7,122 | $637.0K | 0.29% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 7,054 | $631.0K | 0.02% | −1,675−19.2% | Reduced |
| Sumitomo Life Insurance Co | 7,025 | $628.0K | 0.02% | +7,025 | New |
| Guggenheim Capital LLC | 6,912 | $618.0K | 0.00% | −27,342−79.8% | Reduced |
| Jefferies Group LLC | 6,860 | $613.4K | 0.02% | +6,860 | New |
| Texas Yale Capital Corp. | 6,750 | $604.0K | 0.04% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 6,128 | $603.0K | 0.24% | −6,367−51.0% | Reduced |
| Apollon Wealth Management, LLC | 6,679 | $597.0K | 0.05% | +1,365+25.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,642 | $594.0K | 0.05% | +1,127+20.4% | Added |
| NorthCrest Asset Manangement, LLC | 6,510 | $582.0K | 0.03% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 6,495 | $581.0K | 0.01% | −347−5.1% | Reduced |
| Principal Street Partners, LLC | 6,480 | $579.0K | 0.15% | −803−11.0% | Reduced |
| Yorktown Management & Research Co Inc | 6,450 | $577.0K | 0.74% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 6,439 | $576.0K | 0.20% | +69+1.1% | Added |
| Caisse de Depot Et Placement du Quebec | 6,302 | $563.0K | 0.00% | −10,398−62.3% | Reduced |
| J. W. Coons Advisors, LLC | 6,291 | $561.0K | 0.20% | −782−11.1% | 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 |
| Seven Eight Capital, LP | 6,234 | $557.0K | 0.22% | −6,951−52.7% | Reduced |
| Qtron Investments LLC | 6,093 | $545.0K | 0.12% | −3,613−37.2% | Reduced |
| Connectus Wealth, LLC | 6,006 | $537.0K | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 5,941 | $531.0K | 0.00% | −18,625−75.8% | Reduced |
| 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 |
| Bill Few Associates, Inc. | 5,845 | $523.0K | 0.33% | +3,750+179.0% | Added |
| 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 |
| Horizon Investments, LLC | 5,722 | $512.0K | 0.02% | −1,574−21.6% | Reduced |
| Systematic Alpha Investments, LLC | 5,700 | $510.0K | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 5,649 | $505.0K | 0.01% | +5,649 | New |
| Wealthspire Advisors, LLC | 5,630 | $503.0K | 0.01% | +154+2.8% | Added |
| Baker Tilly Wealth Management, LLC | 5,579 | $499.0K | 0.07% | −394−6.6% | Reduced |
| Tranquility Partners, LLC | 5,542 | $496.0K | 0.26% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 5,500 | $492.0K | 0.60% | – | – |
| TD Private Client Wealth LLC | 5,422 | $484.8K | 0.02% | −1,366−20.1% | Reduced |