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 |
|---|---|---|---|---|---|
| Seeyond | 2,837 | $253.0K | 0.03% | −57−2.0% | Reduced |
| Toroso Investments, LLC | 2,824 | $252.0K | 0.01% | +285+11.2% | Added |
| Avantax Advisory Services, Inc. | 2,804 | $251.0K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 2,787 | $249.0K | 0.00% | +406+17.1% | Added |
| Sutton Wealth Advisors Inc. | 2,770 | $247.7K | 0.10% | −2−0.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,750 | $246.0K | 0.06% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 2,728 | $244.0K | 0.01% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 2,715 | $242.0K | 0.13% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,700 | $241.0K | 0.13% | 00.0% | Unchanged |
| Collective Family Office LLC | 2,658 | $238.0K | 0.10% | +2,658 | New |
| Nations Financial Group Inc, | 2,646 | $237.0K | 0.03% | −13−0.5% | Reduced |
| Bokf, NA | 2,634 | $236.0K | 0.00% | −107−3.9% | Reduced |
| Central Trust Co | 2,629 | $235.0K | 0.01% | +140+5.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,551 | $228.0K | 0.01% | +580+29.4% | Added |
| Legacy Financial Advisors, Inc. | 2,541 | $227.0K | 0.06% | +165+6.9% | Added |
| Wedbush Securities Inc | 2,533 | $226.0K | 0.01% | −1,814−41.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,510 | $224.0K | 0.01% | −316−11.2% | Reduced |
| H. L. Ormond & Company, LLC | 2,500 | $224.0K | 0.36% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,488 | $223.0K | 0.04% | −765−23.5% | Reduced |
| Meeder Asset Management Inc | 2,468 | $221.0K | 0.01% | −5,794−70.1% | Reduced |
| Salem Investment Counselors Inc | 2,458 | $221.0K | 0.01% | +133+5.7% | Added |
| Banque Cantonale Vaudoise | 2,400 | $215.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,384 | $213.0K | 0.01% | −61−2.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,316 | $207.0K | 0.03% | +2,316 | New |
| Appleton Partners Inc | 2,300 | $206.0K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,300 | $206.0K | 0.07% | +2,300 | New |
| First Bank & Trust | 2,220 | $199.0K | 0.06% | +53+2.4% | Added |
| CWM, LLC | 1,847 | $165.0K | 0.00% | +598+47.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,820 | $163.0K | 0.04% | +1,820 | New |
| Ronald Blue Trust, Inc. | 1,417 | $156.0K | 0.00% | +1,417 | New |
| Ci Investments Inc. | 1,702 | $152.0K | 0.00% | −677−28.5% | Reduced |
| SeaCrest Wealth Management, LLC | 1,568 | $140.0K | 0.02% | +1,568 | New |
| Exchange Traded Concepts, LLC | 1,536 | $137.0K | 0.00% | +50+3.4% | Added |
| Deane Retirement Strategies, Inc. | 1,507 | $134.0K | 0.08% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,400 | $125.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,379 | $123.0K | 0.00% | −1,193−46.4% | Reduced |
| State of Wyoming | 1,281 | $115.0K | 0.07% | +116+10.0% | Added |
| Sentry Investment Management LLC | 1,174 | $105.0K | 0.05% | −229−16.3% | Reduced |
| Smithfield Trust Co | 1,180 | $105.0K | 0.01% | −72−5.8% | Reduced |
| Exane Derivatives | 1,130 | $101.0K | 0.06% | −1,517−57.3% | Reduced |
| Geneos Wealth Management Inc. | 1,142 | $101.0K | 0.00% | −353−23.6% | Reduced |
| Coastal Capital Group, Inc. | 1,121 | $100.0K | 0.03% | +2+0.2% | Added |
| Quadrant Capital Group LLC | 1,076 | $96.0K | 0.01% | +365+51.3% | Added |
| Bessemer Group Inc | 964 | $87.0K | 0.00% | −1,336−58.1% | Reduced |
| River & Mercantile Investments Ltd | 976 | $87.0K | 0.03% | −558−36.4% | Reduced |
| Penserra Capital Management LLC | 968 | $86.0K | 0.00% | +53+5.8% | Added |
| Spire Wealth Management | 920 | $82.0K | 0.00% | −1,366−59.8% | Reduced |
| EverSource Wealth Advisors, LLC | 912 | $82.0K | 0.02% | −165−15.3% | Reduced |
| Eagle Bay Advisors LLC | 887 | $79.3K | 0.05% | +887 | New |
| Caldwell Trust Co | 869 | $77.7K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 866 | $77.0K | 0.01% | −29−3.2% | Reduced |
| Acadian Asset Management LLC | 850 | $76.0K | 0.00% | −27,223−97.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 832 | $74.0K | 0.01% | −900−52.0% | Reduced |
| Arlington Partners LLC | 830 | $74.0K | 0.02% | +830 | New |
| Parallel Advisors, LLC | 761 | $68.0K | 0.00% | −68−8.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 744 | $67.0K | 0.02% | +622+509.8% | Added |
| Whittier Trust Co | 737 | $66.0K | 0.00% | +9+1.2% | Added |
| Lindbrook Capital, LLC | 732 | $65.0K | 0.01% | +712+3,560.0% | Added |
| Cambridge Trust Co | 717 | $64.0K | 0.00% | −66−8.4% | Reduced |
| Private Capital Group, LLC | 619 | $56.0K | 0.04% | −8−1.3% | Reduced |
| Toth Financial Advisory Corp | 610 | $55.0K | 0.01% | −6,640−91.6% | Reduced |
| Prospera Financial Services Inc | 620 | $55.0K | 0.00% | +18+3.0% | Added |
| Deseret Mutual Benefit Administrators | 582 | $52.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 548 | $49.0K | 0.01% | +548 | New |
| Umb Bank N A | 512 | $46.0K | 0.00% | 00.0% | Unchanged |
| Repertoire Partners LP | 500 | $45.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 480 | $43.0K | 0.01% | +110+29.7% | Added |
| CX Institutional | 481 | $43.0K | 0.00% | +481 | New |
| Resources Management Corp | 472 | $42.0K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 431 | $39.0K | 0.00% | −70−14.0% | Reduced |
| CVA Family Office, LLC | 417 | $37.0K | 0.01% | −40−8.8% | Reduced |
| Tilia Fiduciary Partners, Inc. | 398 | $36.0K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 406 | $36.0K | 0.01% | +330+434.2% | Added |
| Trust Co | 379 | $34.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 382 | $34.0K | 0.00% | +294+334.1% | Added |
| Front Row Advisors LLC | 355 | $32.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 359 | $32.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 354 | $32.0K | 0.00% | +11+3.2% | Added |
| Denali Advisors LLC | 350 | $31.0K | 0.01% | −100−22.2% | Reduced |
| Evoke Wealth, LLC | 343 | $31.0K | 0.00% | +40+13.2% | Added |
| Covestor Ltd | 319 | $29.0K | 0.02% | +2+0.6% | Added |
| Pacer Advisors, Inc. | 310 | $28.0K | 0.00% | −9,318−96.8% | Reduced |
| FinTrust Capital Advisors, LLC | 292 | $28.0K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 300 | $27.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 300 | $27.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 298 | $27.0K | 0.00% | +234+365.6% | Added |
| Zions Bancorporation, N.A. | 287 | $26.0K | 0.00% | +198+222.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 286 | $26.0K | 0.00% | +286 | New |
| Benjamin F. Edwards & Company, Inc. | 272 | $24.0K | 0.00% | +1+0.4% | Added |
| Glassman Wealth Services | 263 | $24.0K | 0.00% | +72+37.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 256 | $23.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 254 | $23.0K | 0.01% | +25+10.9% | Added |
| Farmers & Merchants Investments Inc | 247 | $22.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 250 | $22.0K | 0.01% | +250 | New |
| Country Trust Bank | 225 | $20.0K | 0.00% | −52−18.8% | Reduced |
| Hall Laurie J Trustee | 215 | $19.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 202 | $18.0K | 0.00% | +202 | New |
| Washington Trust Advisors, Inc. | 188 | $17.0K | 0.00% | −45−19.3% | Reduced |
| Valley National Advisers Inc | 172 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 163 | $15.0K | 0.02% | 00.0% | Unchanged |