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, Q3 2022
Institutional positions in Raymond James Financial Inc as of Sep 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
- 666
- +16 vs. Q2 2022
- Shares held
- 163.0M
- +2.79M (+1.7%) vs. Q2 2022
- Total value
- $16.1B
- +$1.80B (+12.6%) vs. Q2 2022
- New holders
- 75
- 220 more added
- Sold out
- 59
- 243 more reduced
7 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 23,090,804 | $2.28B | 0.07% | +116,629+0.5% | Added |
| BlackRock Inc. | 17,481,099 | $1.73B | 0.06% | −766,204−4.2% | Reduced |
| Primecap Management Co | 13,539,327 | $1.34B | 1.29% | −50,290−0.4% | Reduced |
| Wellington Management Group LLP | 9,826,362 | $971.0M | 0.21% | +4,006,157+68.8% | Added |
| State Street Corp | 8,341,047 | $827.1M | 0.05% | −295,638−3.4% | Reduced |
| FMR LLC | 5,143,437 | $508.3M | 0.05% | +61,680+1.2% | Added |
| JPMorgan Chase & Co | 4,590,886 | $453.7M | 0.07% | +1,995,901+76.9% | Added |
| Geode Capital Management, LLC | 3,890,770 | $384.0M | 0.06% | +24,159+0.6% | Added |
| Earnest Partners LLC | 3,101,373 | $306.5M | 2.06% | −195,188−5.9% | Reduced |
| Massachusetts Financial Services Co | 2,780,213 | $274.7M | 0.10% | +17,746+0.6% | Added |
| Bank of America Corp | 2,308,968 | $228.2M | 0.03% | −47,978−2.0% | Reduced |
| Brave Warrior Advisors, LLC | 2,238,425 | $221.2M | 7.65% | −7,526−0.3% | Reduced |
| Northern Trust Corp | 2,129,003 | $210.4M | 0.05% | −21,182−1.0% | Reduced |
| Southpoint Capital Advisors LP | 2,100,000 | $207.5M | 5.59% | 00.0% | Unchanged |
| Agf Investments Inc. | 2,043,165 | $201.9M | 1.91% | +236,160+13.1% | Added |
| APG Asset Management N.V. | 1,994,459 | $201.2M | 0.52% | −247,301−11.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,019,693 | $199.6M | 0.16% | +2,019,693 | New |
| Invesco Ltd. | 1,896,511 | $187.4M | 0.06% | −257,982−12.0% | Reduced |
| Norges Bank | 1,851,731 | $183.0M | 0.05% | −97,427−5.0% | Reduced |
| Morgan Stanley | 1,686,945 | $166.7M | 0.02% | +112,335+7.1% | Added |
| Mercer Global Advisors Inc | 1,670,704 | $165.1M | 0.98% | +1,073+0.1% | Added |
| Bank of New York Mellon Corp | 1,580,615 | $156.2M | 0.04% | +13,324+0.9% | Added |
| Legal & General Group Plc | 1,534,611 | $151.7M | 0.06% | −92,997−5.7% | Reduced |
| Dimensional Fund Advisors LP | 1,324,726 | $130.9M | 0.05% | −34,537−2.5% | Reduced |
| Thrivent Financial for Lutherans | 1,319,090 | $130.4M | 0.36% | −136,329−9.4% | Reduced |
| Congress Asset Management Co | 1,316,348 | $130.1M | 1.39% | +1910.0% | Added |
| Goldman Sachs Group Inc | 1,232,205 | $121.8M | 0.04% | +114,308+10.2% | Added |
| Harfst & Associates, Inc. | 1,115,438 | $110.2M | 33.15% | +3,272+0.3% | Added |
| Fisher Asset Management, LLC | 996,765 | $98.5M | 0.07% | −148,985−13.0% | Reduced |
| Charles Schwab Investment Management Inc | 983,057 | $97.1M | 0.03% | −455,054−31.6% | Reduced |
| UBS Asset Management Americas Inc | 957,152 | $94.6M | 0.05% | +125,657+15.1% | Added |
| Holocene Advisors, LP | 873,326 | $86.3M | 0.56% | −141,314−13.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 864,121 | $85.4M | 0.68% | +94,215+12.2% | Added |
| Price T Rowe Associates Inc | 842,139 | $83.2M | 0.01% | −2,015,526−70.5% | Reduced |
| Schroder Investment Management Group | 776,549 | $76.7M | 0.13% | −67,897−8.0% | Reduced |
| Principal Financial Group Inc | 681,048 | $67.3M | 0.05% | −16,453−2.4% | Reduced |
| Nuveen Asset Management, LLC | 669,897 | $66.2M | 0.03% | −36,110−5.1% | Reduced |
| Citadel Advisors LLC | 603,981 | $59.7M | 0.07% | −647,856−51.8% | Reduced |
| Palisade Capital Management LLC | 584,875 | $57.8M | 1.64% | −2,180−0.4% | Reduced |
| Deutsche Bank AG | 572,206 | $56.5M | 0.03% | +2,861+0.5% | Added |
| New York State Common Retirement Fund | 566,222 | $56.0M | 0.08% | −59,316−9.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 558,819 | $55.2M | 0.05% | +6,758+1.2% | Added |
| Amundi | 503,444 | $54.4M | 0.03% | +51,648+11.4% | Added |
| Premier Fund Managers Ltd | 526,000 | $51.7M | 3.86% | +47,800+10.0% | Added |
| SEI Investments Co | 519,626 | $51.3M | 0.11% | +54,423+11.7% | Added |
| Glenmede Trust Co NA | 484,442 | $47.9M | 0.30% | +5,788+1.2% | Added |
| Wells Fargo & Company | 465,550 | $46.0M | 0.02% | +26,618+6.1% | Added |
| California Public Employees Retirement System | 456,650 | $45.1M | 0.04% | +89,305+24.3% | Added |
| Schonfeld Strategic Advisors LLC | 454,804 | $44.9M | 0.38% | −340,869−42.8% | Reduced |
| Macquarie Group Ltd | 426,871 | $42.2M | 0.05% | −27,878−6.1% | Reduced |
| Panagora Asset Management Inc | 425,382 | $42.0M | 0.29% | +227,508+115.0% | Added |
| Russell Investments Group, Ltd. | 424,486 | $41.9M | 0.09% | −10,870−2.5% | Reduced |
| American Century Companies Inc | 398,047 | $39.3M | 0.03% | +294,634+284.9% | Added |
| Envestnet Asset Management Inc | 388,606 | $38.4M | 0.02% | −50,294−11.5% | Reduced |
| Rhumbline Advisers | 379,542 | $37.5M | 0.06% | +33,417+9.7% | Added |
| Advent International Corp | 376,752 | $37.2M | 0.33% | 00.0% | Unchanged |
| Royal Bank of Canada | 367,526 | $36.3M | 0.01% | −104,173−22.1% | Reduced |
| Eaton Vance Management | 366,608 | $36.2M | 0.05% | +2,785+0.8% | Added |
| Martingale Asset Management L P | 350,469 | $34.6M | 0.69% | −14,194−3.9% | Reduced |
| Manufacturers Life Insurance Company, The | 342,867 | $33.9M | 0.02% | +14,132+4.3% | Added |
| FIL Ltd | 333,879 | $33.0M | 0.04% | −22,726−6.4% | Reduced |
| Alliancebernstein L.P. | 323,702 | $32.0M | 0.02% | −122,401−27.4% | Reduced |
| California State Teachers Retirement System | 317,450 | $31.4M | 0.05% | −3,890−1.2% | Reduced |
| Federated Hermes, Inc. | 313,403 | $31.0M | 0.09% | −25,681−7.6% | Reduced |
| Barclays PLC | 311,263 | $30.8M | 0.03% | +42,422+15.8% | Added |
| Putnam Investments LLC | 305,927 | $30.2M | 0.06% | −169−0.1% | Reduced |
| TD Asset Management Inc | 306,151 | $30.1M | 0.04% | +2,863+0.9% | Added |
| Raymond James & Associates | 303,866 | $30.0M | 0.03% | −17,728−5.5% | Reduced |
| Davis Asset Management, L.P. | 300,000 | $29.6M | 1.73% | +300,000 | New |
| First Trust Advisors LP | 299,400 | $29.6M | 0.04% | −71,434−19.3% | Reduced |
| Iat Reinsurance Co Ltd. | 298,125 | $29.5M | 5.66% | 00.0% | Unchanged |
| National Pension Service | 299,125 | $29.4M | 0.06% | −3,177−1.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 281,510 | $27.8M | 2.42% | +70.0% | Added |
| Gillson Capital LP | 279,463 | $27.6M | 2.53% | −43,959−13.6% | Reduced |
| UBS Group AG | 276,674 | $27.3M | 0.02% | +42,028+17.9% | Added |
| Pinnacle Associates Ltd | 257,546 | $25.5M | 0.58% | −9,383−3.5% | Reduced |
| Credit Suisse AG | 254,508 | $25.2M | 0.03% | −22,683−8.2% | Reduced |
| Nordea Investment Management AB | 247,970 | $24.7M | 0.04% | −99,318−28.6% | Reduced |
| Renaissance Group LLC | 248,477 | $24.6M | 1.32% | +16,937+7.3% | Added |
| New York State Teachers Retirement System | 243,681 | $24.1M | 0.06% | −1110.0% | Reduced |
| HSBC Holdings PLC | 233,028 | $23.1M | 0.04% | +4,034+1.8% | Added |
| Geneva Capital Management LLC | 229,931 | $22.7M | 0.52% | −4,419−1.9% | Reduced |
| Prudential Financial Inc | 224,752 | $22.2M | 0.04% | −24,930−10.0% | Reduced |
| State Board of Administration of Florida Retirement System | 222,001 | $21.9M | 0.06% | +335+0.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 220,353 | $21.8M | 1.32% | +220,353 | New |
| Aviva PLC | 219,676 | $21.7M | 0.13% | +9,379+4.5% | Added |
| Nicholas Company, Inc. | 214,909 | $21.2M | 0.49% | −18,095−7.8% | Reduced |
| Ameriprise Financial Inc | 214,473 | $21.2M | 0.01% | +67,224+45.7% | Added |
| Pinebridge Investments, L.P. | 214,337 | $21.2M | 0.27% | −59,450−21.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 208,080 | $20.6M | 0.05% | −587−0.3% | Reduced |
| Citigroup Inc | 206,877 | $20.4M | 0.03% | +99,769+93.1% | Added |
| Bank of Montreal | 201,939 | $20.4M | 0.02% | +48,258+31.4% | Added |
| State of Alaska, Department of Revenue | 202,972 | $20.1M | 0.27% | −7,970−3.8% | Reduced |
| Prana Capital Management, LP | 200,964 | $19.9M | 1.35% | −73,139−26.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 197,850 | $19.6M | 0.05% | −4,600−2.3% | Reduced |
| PB Investment Partners, L.P. | 194,709 | $19.2M | 18.96% | −13,204−6.4% | Reduced |
| BNP Paribas Arbitrage, SA | 182,266 | $18.0M | 0.05% | +16,161+9.7% | Added |
| Natixis Advisors, L.P. | 180,594 | $17.8M | 0.08% | +24,232+15.5% | Added |
| Cookson Peirce & Co Inc | 178,386 | $17.6M | 1.24% | +679+0.4% | Added |
| Brookfield Asset Management Inc. | 163,745 | $16.2M | 0.06% | −16,579−9.2% | Reduced |