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 |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 165 | $15.0K | 0.00% | +54+48.6% | Added |
| Jones Financial Companies LLLP | 171 | $15.0K | 0.00% | +171 | New |
| Cullen/Frost Bankers, Inc. | 157 | $14.0K | 0.00% | −13−7.6% | Reduced |
| Princeton Global Asset Management LLC | 145 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 135 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 133 | $12.0K | 0.00% | +133 | New |
| MV Capital Management, Inc. | 126 | $11.0K | 0.00% | +54+75.0% | Added |
| Addison Advisors LLC | 113 | $10.0K | 0.01% | −1−0.9% | Reduced |
| Prestige Wealth Management Group LLC | 111 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 110 | $10.0K | 0.00% | +110 | New |
| Hexagon Capital Partners LLC | 85 | $8.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 90 | $8.00K | 0.00% | +90 | New |
| MUFG Americas Holdings Corp | 79 | $7.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 73 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 78 | $7.00K | 0.00% | +78 | New |
| SOA Wealth Advisors, LLC. | 77 | $6.00K | 0.00% | −468−85.9% | Reduced |
| Concord Wealth Partners | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 67 | $6.00K | 0.00% | +62+1,240.0% | Added |
| Curi Capital | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 51 | $5.00K | 0.00% | +14+37.8% | Added |
| Covington Capital Management | 60 | $5.00K | 0.00% | +60 | New |
| Fieldpoint Private Securities, LLC | 48 | $4.00K | 0.00% | −52−52.0% | Reduced |
| AdvisorNet Financial, Inc | 48 | $4.00K | 0.00% | −36−42.9% | Reduced |
| Copeland Capital Management, LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 46 | $4.00K | 0.00% | +46 | New |
| BerganKDV Wealth Management, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 28 | $3.00K | 0.00% | −2−6.7% | Reduced |
| Manchester Capital Management LLC | 29 | $3.00K | 0.00% | +1+3.6% | Added |
| Centerpoint Advisors, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 34 | $3.00K | 0.00% | +34 | New |
| Goodman Advisory Group, LLC | 28 | $3.00K | 0.00% | +28 | New |
| Raffa Wealth Management, LLC | 30 | $2.68K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 23 | $2.00K | 0.00% | −5−17.9% | Reduced |
| Albion Financial Group | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $2.00K | 0.00% | +20 | New |
| CoreCap Advisors, LLC | 24 | $2.00K | 0.00% | +24 | New |
| USA Financial Portformulas Corp | 13 | $1.00K | 0.00% | −9,050−99.9% | Reduced |
| GHP Investment Advisors, Inc. | 9 | $1.00K | 0.00% | −21−70.0% | Reduced |
| C M Bidwell & Associates Ltd | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 11 | $1.00K | 0.00% | +11 | New |
| Steward Financial Group LLC | 16 | $1.00K | 0.00% | +16 | New |
| West Paces Advisors Inc. | 6 | $536 | 0.00% | +1+20.0% | Added |
| Versant Capital Management, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 1 | $0 | 0.00% | +1 | New |
| Cribstone Capital Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Tredje AP-fonden | 0 | $0 | 0.00% | −6,684,938−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −296,675−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −152,727−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −75,110−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −71,323−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −48,770−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −38,170−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −33,649−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −31,662−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −30,272−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Boenning & Scattergood, Inc. | 0 | $0 | 0.00% | −28,942−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −26,989−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −25,441−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −10,805−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −10,698−100.0% | Sold out |
| Gryphon Financial Partners LLC | 0 | $0 | 0.00% | −9,274−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −6,156−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −4,369−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −4,249−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −4,225−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −4,048−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,778−100.0% | Sold out |
| Fractal Investments LLC | 0 | $0 | 0.00% | −3,321−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −3,205−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −3,087−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −2,951−100.0% | Sold out |
| Eudaimonia Advisors LLC | 0 | $0 | 0.00% | −2,728−100.0% | Sold out |
| Carroll Investors, Inc | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −2,679−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −2,651−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −2,620−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −2,560−100.0% | Sold out |
| Principle Wealth Partners LLC | 0 | $0 | 0.00% | −2,225−100.0% | Sold out |
| YHB Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,206−100.0% | Sold out |
| Intersect Capital LLC | 0 | $0 | 0.00% | −2,206−100.0% | Sold out |
| Horizon Family Wealth, Inc. | 0 | $0 | 0.00% | −2,196−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −2,192−100.0% | Sold out |
| Arbor Investment Advisors, LLC | 0 | $0 | 0.00% | −2,181−100.0% | Sold out |
| Financial Insights, Inc. | 0 | $0 | 0.00% | −2,061−100.0% | Sold out |