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 |
|---|---|---|---|---|---|
| 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 |
| Intrust Bank NA | 5,243 | $469.0K | 0.07% | −2,296−30.5% | Reduced |
| Silvercrest Asset Management Group LLC | 5,166 | $462.0K | 0.00% | −1,632−24.0% | Reduced |
| Integrated Investment Consultants, LLC | 5,124 | $458.0K | 0.17% | −73−1.4% | Reduced |
| Balentine LLC | 5,066 | $453.0K | 0.02% | +2,100+70.8% | Added |
| 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 |
| Gsa Capital Partners LLP | 4,955 | $443.0K | 0.07% | +4,955 | New |
| 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 |
| Cetera Investment Advisers | 4,922 | $440.0K | 0.01% | +286+6.2% | Added |
| Swedbank AB | 4,904 | $438.5K | 0.00% | 00.0% | Unchanged |
| Duality Advisers, LP | 4,853 | $434.0K | 0.04% | +4,853 | New |
| Corient Capital Partners, LLC | 4,743 | $424.0K | 0.03% | +601+14.5% | Added |
| AE Wealth Management LLC | 4,723 | $422.0K | 0.00% | +4,723 | New |
| Prudential PLC | 4,683 | $419.0K | 0.01% | −234−4.8% | Reduced |
| FDx Advisors, Inc. | 4,676 | $418.0K | 0.02% | −513−9.9% | Reduced |
| Global Financial Private Client, LLC | 4,687 | $417.6K | 0.24% | +405+9.5% | Added |
| Harvest Management LLC | 4,496 | $402.0K | 0.59% | +4,496 | New |
| HBK Sorce Advisory LLC | 4,398 | $393.0K | 0.03% | −907−17.1% | Reduced |
| DCM Advisors, LLC | 4,359 | $390.0K | 0.17% | +4,359 | New |
| Agate Pass Investment Management, LLC | 4,329 | $387.0K | 0.27% | −189−4.2% | Reduced |
| Visionary Wealth Advisors | 4,320 | $386.0K | 0.03% | −213−4.7% | Reduced |
| American Portfolios Advisors | 4,307 | $385.1K | 0.02% | −172−3.8% | Reduced |
| XTX Topco Ltd | 4,307 | $385.0K | 0.16% | +4,307 | New |
| IFG Advisory, LLC | 4,288 | $383.0K | 0.04% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 4,158 | $372.0K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 4,130 | $369.0K | 0.01% | +774+23.1% | Added |
| Quantinno Capital Management LP | 4,101 | $367.0K | 0.05% | −126−3.0% | Reduced |
| 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 |
| Contravisory Investment Management, Inc. | 4,045 | $362.0K | 0.12% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,031 | $360.0K | 0.06% | −427−9.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,014 | $359.0K | 0.12% | +20.0% | 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 |
| First Horizon Advisors, Inc. | 3,995 | $356.0K | 0.01% | +3,066+330.0% | Added |
| 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 |
| Steward Partners Investment Advisory, LLC | 3,895 | $348.0K | 0.01% | −712−15.5% | Reduced |
| Ieq Capital, LLC | 3,865 | $346.0K | 0.01% | +709+22.5% | Added |
| Stratos Wealth Partners, LTD. | 3,787 | $339.0K | 0.01% | +3,787 | New |
| Great Valley Advisor Group, Inc. | 3,765 | $337.0K | 0.02% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 3,759 | $336.0K | 0.06% | +3,759 | New |
| Kestra Private Wealth Services, LLC | 3,730 | $333.0K | 0.02% | −367−9.0% | Reduced |
| Snowden Capital Advisors LLC | 3,680 | $329.0K | 0.01% | +137+3.9% | Added |
| Private Advisor Group, LLC | 3,667 | $328.0K | 0.00% | +356+10.8% | Added |
| Versor Investments LP | 3,662 | $327.0K | 0.01% | −2,700−42.4% | Reduced |
| 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 |
| Gateway Investment Advisers LLC | 3,614 | $323.0K | 0.00% | +37+1.0% | Added |
| Symmetry Partners, LLC | 3,604 | $322.0K | 0.02% | +415+13.0% | Added |
| Maven Securities LTD | 3,592 | $321.0K | 0.06% | +3,592 | New |
| New Millennium Group LLC | 3,576 | $320.0K | 0.33% | +3,576 | New |
| Empirical Finance, LLC | 3,532 | $316.0K | 0.04% | +220+6.6% | Added |
| 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 |
| 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 |
| CWM Advisors, LLC | 3,388 | $303.0K | 0.04% | +146+4.5% | Added |
| Northwestern Mutual Wealth Management Co | 3,369 | $302.0K | 0.00% | +649+23.9% | Added |
| Harvest Fund Management Co., Ltd | 3,186 | $285.0K | 0.08% | −603−15.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,174 | $284.0K | 0.03% | +975+44.3% | Added |
| Legacy Wealth Asset Management, LLC | 3,157 | $282.0K | 0.11% | −38−1.2% | Reduced |
| 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 |
| Clarus Group, Inc. | 3,077 | $275.0K | 0.23% | 00.0% | Unchanged |
| Pitcairn Co | 3,065 | $274.0K | 0.03% | −26−0.8% | Reduced |
| Vident Investment Advisory, LLC | 3,114 | $273.0K | 0.01% | +1,274+69.2% | Added |
| 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 |
| Flagship Harbor Advisors, LLC | 3,010 | $269.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 2,982 | $268.0K | 0.02% | +34+1.2% | 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 |
| 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 |
| 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 |
| Blue Chip Partners, Inc. | 2,916 | $261.0K | 0.03% | +9+0.3% | Added |
| Vestmark Advisory Solutions, Inc. | 2,911 | $260.0K | 0.01% | −397−12.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,905 | $259.7K | 0.00% | +1,782+158.7% | 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 |
| Pathstone Family Office, LLC | 2,881 | $258.1K | 0.01% | +726+33.7% | Added |
| Quad-Cities Investment Group, LLC | 2,865 | $256.0K | 0.19% | +2,865 | New |
| 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 |
| 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 |