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 |
|---|---|---|---|---|---|
| Cribstone Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 6 | $593 | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 13 | $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% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 13 | $1.00K | 0.00% | +13 | New |
| First Financial Corp | 11 | $1.00K | 0.00% | +11 | New |
| Bourgeon Capital Management LLC | 12 | $1.00K | 0.00% | +12 | New |
| HWG Holdings LP | 8 | $1.00K | 0.00% | +8 | New |
| Larson Financial Group LLC | 10 | $1.00K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 19 | $1.00K | 0.00% | +19 | New |
| Abound Wealth Management | 15 | $1.49K | 0.00% | +15 | New |
| NewSquare Capital LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 30 | $2.96K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 31 | $3.00K | 0.00% | +8+34.8% | Added |
| KB Financial Partners, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 55 | $5.00K | 0.00% | +33+150.0% | Added |
| Capital Advisors, Ltd. LLC | 50 | $5.00K | 0.00% | +50 | New |
| Absolute Capital Management, LLC | 61 | $6.00K | 0.01% | +61 | New |
| SOA Wealth Advisors, LLC. | 65 | $6.00K | 0.00% | −12−15.6% | Reduced |
| Covington Capital Management | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 58 | $6.00K | 0.01% | +7+13.7% | Added |
| HM Payson & Co | 73 | $7.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 79 | $8.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 78 | $8.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 83 | $8.00K | 0.00% | +83 | New |
| Plante Moran Financial Advisors, LLC | 78 | $8.00K | 0.00% | +78 | New |
| Hexagon Capital Partners LLC | 100 | $10.0K | 0.00% | +15+17.6% | Added |
| Trustcore Financial Services, LLC | 103 | $10.0K | 0.00% | +103 | New |
| Prestige Wealth Management Group LLC | 111 | $11.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 116 | $11.0K | 0.00% | +107+1,188.9% | Added |
| Farmers & Merchants Investments Inc | 121 | $12.0K | 0.00% | −126−51.0% | Reduced |
| Harbour Investments, Inc. | 133 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 120 | $12.0K | 0.00% | +10+9.1% | Added |
| Crewe Advisors LLC | 122 | $12.0K | 0.00% | +32+35.6% | Added |
| AdvisorNet Financial, Inc | 129 | $13.0K | 0.00% | +81+168.8% | Added |
| Hall Laurie J Trustee | 145 | $14.0K | 0.01% | −70−32.6% | Reduced |
| Princeton Global Asset Management LLC | 145 | $14.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 143 | $14.0K | 0.00% | +17+13.5% | Added |
| Riverview Trust Co | 143 | $14.0K | 0.01% | +143 | New |
| Repertoire Partners LP | 150 | $15.0K | 0.01% | −350−70.0% | Reduced |
| First Eagle Investment Management, LLC | 153 | $15.0K | 0.00% | +153 | New |
| First Community Trust NA | 163 | $16.0K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 157 | $16.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 172 | $17.0K | 0.00% | +7+4.2% | Added |
| Covestor Ltd | 179 | $18.0K | 0.02% | −140−43.9% | Reduced |
| Valley National Advisers Inc | 172 | $18.0K | 0.00% | 00.0% | Unchanged |
| De Burlo Group Inc | 192 | $19.0K | 0.00% | +192 | New |
| Private Trust Co NA | 194 | $19.0K | 0.00% | −8−4.0% | Reduced |
| Washington Trust Advisors, Inc. | 190 | $19.0K | 0.00% | +2+1.1% | Added |
| Addison Advisors LLC | 206 | $20.0K | 0.01% | +93+82.3% | Added |
| Edge Capital Group, LLC | 202 | $20.0K | 0.00% | +202 | New |
| Country Trust Bank | 225 | $22.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 232 | $23.0K | 0.00% | −600−72.1% | Reduced |
| Glassman Wealth Services | 233 | $23.0K | 0.00% | −30−11.4% | Reduced |
| Massmutual Trust Co FSB | 239 | $24.0K | 0.00% | −59−19.8% | Reduced |
| Stephenson National Bank & Trust | 254 | $25.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 256 | $25.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 250 | $25.0K | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 270 | $27.0K | 0.00% | −16−5.6% | Reduced |
| Zions Bancorporation, N.A. | 276 | $27.0K | 0.00% | −11−3.8% | Reduced |
| FinTrust Capital Advisors, LLC | 292 | $30.0K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 300 | $30.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 300 | $30.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 345 | $34.0K | 0.02% | −10−2.8% | Reduced |
| Evoke Wealth, LLC | 340 | $34.0K | 0.00% | −3−0.9% | Reduced |
| Denali Advisors LLC | 350 | $35.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 359 | $36.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 379 | $37.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 400 | $39.0K | 0.00% | −742−65.0% | Reduced |
| JFS Wealth Advisors, LLC | 407 | $40.0K | 0.00% | +25+6.5% | Added |
| Tilia Fiduciary Partners, Inc. | 398 | $42.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 442 | $44.0K | 0.00% | +442 | New |
| Point72 Hong Kong Ltd | 466 | $46.0K | 0.00% | −30,534−98.5% | Reduced |
| Deseret Mutual Benefit Administrators | 470 | $46.0K | 0.01% | −112−19.2% | Reduced |
| Exchange Traded Concepts, LLC | 479 | $47.0K | 0.00% | −1,057−68.8% | Reduced |
| Parkside Financial Bank & Trust | 481 | $47.0K | 0.02% | +1+0.2% | Added |
| Global Retirement Partners, LLC | 398 | $47.0K | 0.00% | +44+12.4% | Added |
| Alta Advisers Ltd | 500 | $49.0K | 0.03% | +500 | New |
| Umb Bank N A | 512 | $51.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 548 | $54.2K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 556 | $55.0K | 0.03% | +556 | New |
| CVA Family Office, LLC | 572 | $57.0K | 0.02% | +155+37.2% | Added |
| Allworth Financial LP | 590 | $58.0K | 0.00% | +523+780.6% | Added |
| Toth Financial Advisory Corp | 610 | $60.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 617 | $61.0K | 0.01% | +617 | New |
| Benjamin F. Edwards & Company, Inc. | 647 | $64.0K | 0.00% | +375+137.9% | Added |