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 |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 679 | $67.0K | 0.02% | −65−8.7% | Reduced |
| Whittier Trust Co | 723 | $71.0K | 0.00% | −14−1.9% | Reduced |
| Cambridge Trust Co | 717 | $71.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 719 | $71.0K | 0.01% | +719 | New |
| Spire Wealth Management | 826 | $82.0K | 0.00% | −94−10.2% | Reduced |
| Arlington Partners LLC | 830 | $82.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 869 | $85.9K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 956 | $94.0K | 0.00% | +956 | New |
| Lindbrook Capital, LLC | 958 | $95.0K | 0.02% | +226+30.9% | Added |
| Penserra Capital Management LLC | 992 | $98.0K | 0.00% | +24+2.5% | Added |
| FourThought Financial, LLC | 1,054 | $104.0K | 0.02% | +188+21.7% | Added |
| Parallel Advisors, LLC | 1,062 | $105.0K | 0.00% | +301+39.6% | Added |
| EverSource Wealth Advisors, LLC | 1,066 | $106.0K | 0.02% | +154+16.9% | Added |
| Coastal Capital Group, Inc. | 1,122 | $111.0K | 0.03% | +1+0.1% | Added |
| Sentry Investment Management LLC | 1,174 | $116.0K | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,176 | $116.0K | 0.01% | +1,176 | New |
| Standard Family Office LLC | 1,173 | $116.0K | 0.05% | +1,173 | New |
| Smithfield Trust Co | 1,180 | $117.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,244 | $123.0K | 0.06% | −37−2.9% | Reduced |
| Quadrant Capital Group LLC | 1,321 | $131.0K | 0.02% | +245+22.8% | Added |
| National Bank of Canada | 1,361 | $135.0K | 0.00% | −6,412−82.5% | Reduced |
| Endurance Wealth Management, Inc. | 1,400 | $138.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,500 | $148.0K | 0.09% | +613+69.1% | Added |
| Ossiam | 1,511 | $149.0K | 0.00% | −50,805−97.1% | Reduced |
| Deane Retirement Strategies, Inc. | 1,507 | $149.0K | 0.09% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,750 | $156.0K | 0.00% | +333+23.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,700 | $168.0K | 0.05% | −120−6.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,741 | $172.0K | 0.01% | −769−30.6% | Reduced |
| Wipfli Financial Advisors LLC, | 1,810 | $179.0K | 0.01% | +1,810 | New |
| Central Trust Co | 1,822 | $180.0K | 0.01% | −807−30.7% | Reduced |
| Bessemer Group Inc | 1,849 | $182.0K | 0.00% | +885+91.8% | Added |
| Ci Investments Inc. | 1,910 | $189.0K | 0.00% | +208+12.2% | Added |
| First Horizon Advisors, Inc. | 1,940 | $191.0K | 0.01% | −2,055−51.4% | Reduced |
| CWM, LLC | 2,078 | $205.0K | 0.00% | +231+12.5% | Added |
| Financial Insights, Inc. | 2,115 | $209.0K | 0.14% | +2,115 | New |
| 55I, LLC | 2,146 | $212.0K | 0.01% | +2,146 | New |
| Profund Advisors LLC | 2,164 | $214.0K | 0.02% | +2,164 | New |
| Trust Asset Management LLC | 2,173 | $215.0K | 0.03% | +2,173 | New |
| Arbor Investment Advisors, LLC | 2,181 | $216.0K | 0.05% | +2,181 | New |
| YHB Investment Advisors, Inc. | 2,206 | $218.0K | 0.02% | +2,206 | New |
| Horizon Family Wealth, Inc. | 2,206 | $218.0K | 0.27% | +2,206 | New |
| American Trust | 2,452 | $219.0K | 0.02% | −443−15.3% | Reduced |
| Rehmann Capital Advisory Group | 2,226 | $220.0K | 0.02% | +2,226 | New |
| First Bank & Trust | 2,220 | $220.0K | 0.08% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,225 | $220.0K | 0.03% | +2,225 | New |
| SeaCrest Wealth Management, LLC | 2,232 | $221.0K | 0.03% | +664+42.3% | Added |
| Virtu Financial LLC | 2,238 | $221.0K | 0.02% | +2,238 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,240 | $221.0K | 0.04% | +2,240 | New |
| Rockefeller Capital Management L.P. | 2,272 | $224.0K | 0.00% | +893+64.8% | Added |
| AlphaCentric Advisors LLC | 2,263 | $224.0K | 0.23% | +2,263 | New |
| Appleton Partners Inc | 2,300 | $227.0K | 0.02% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 2,302 | $227.0K | 0.02% | +2,302 | New |
| Balentine LLC | 2,376 | $235.0K | 0.01% | −2,690−53.1% | Reduced |
| Cigna Investments Inc | 2,378 | $235.0K | 0.05% | −110−4.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,384 | $235.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,400 | $237.0K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,430 | $241.0K | 0.00% | +2,430 | New |
| Salem Investment Counselors Inc | 2,458 | $244.0K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 2,503 | $247.0K | 0.04% | −143−5.4% | Reduced |
| H. L. Ormond & Company, LLC | 2,500 | $247.0K | 0.40% | 00.0% | Unchanged |
| Cerity Partners LLC | 2,507 | $248.0K | 0.00% | −280−10.0% | Reduced |
| Vantage Consulting Group Inc | 2,518 | $249.0K | 0.15% | −338−11.8% | Reduced |
| Syntax Advisors, LLC | 2,518 | $249.0K | 0.21% | −338−11.8% | Reduced |
| Wedbush Securities Inc | 2,531 | $250.0K | 0.01% | −2−0.1% | Reduced |
| Convergence Investment Partners, LLC | 2,539 | $251.0K | 0.16% | +2,539 | New |
| Vontobel Holding Ltd. | 2,586 | $254.0K | 0.00% | −419−13.9% | Reduced |
| Checchi Capital Advisers, LLC | 2,659 | $263.0K | 0.03% | −38−1.4% | Reduced |
| Legacy Financial Advisors, Inc. | 2,661 | $263.0K | 0.06% | +120+4.7% | Added |
| Seeyond | 2,689 | $265.0K | 0.03% | −148−5.2% | Reduced |
| MTM Investment Management, LLC | 2,700 | $267.0K | 0.15% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 2,715 | $268.0K | 0.15% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,724 | $269.0K | 0.07% | −1,583−36.8% | Reduced |
| Stratos Wealth Partners, LTD. | 2,720 | $269.0K | 0.01% | −1,067−28.2% | Reduced |
| Natixis Investment Managers International | 2,727 | $269.0K | 0.02% | −110−3.9% | Reduced |
| Evercore Wealth Management, LLC | 2,728 | $270.0K | 0.01% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 2,745 | $271.0K | 0.03% | +2,745 | New |
| Arthur M. Cohen & Associates, LLC | 2,750 | $272.0K | 0.07% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 2,775 | $274.0K | 0.05% | +459+19.8% | Added |
| Sutton Wealth Advisors Inc. | 2,773 | $274.0K | 0.11% | +3+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 2,837 | $280.0K | 0.02% | −74−2.5% | Reduced |
| Quad-Cities Investment Group, LLC | 2,835 | $280.0K | 0.22% | −30−1.0% | Reduced |
| Canandaigua National Corp | 2,839 | $281.0K | 0.05% | −16−0.6% | Reduced |
| Avantax Advisory Services, Inc. | 2,852 | $282.0K | 0.00% | +48+1.7% | Added |
| Metis Global Partners, LLC | 2,877 | $284.0K | 0.05% | +45+1.6% | Added |
| Navellier & Associates Inc | 2,898 | $286.0K | 0.06% | −48−1.6% | Reduced |
| Proequities, Inc. | 2,896 | $287.0K | 0.03% | −86−2.9% | Reduced |
| Royce & Associates LP | 2,900 | $287.0K | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 2,900 | $287.0K | 0.01% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,925 | $289.0K | 0.06% | 00.0% | Unchanged |
| Novare Capital Management LLC | 2,930 | $290.0K | 0.04% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 2,936 | $290.0K | 0.04% | +20+0.7% | Added |
| FDx Advisors, Inc. | 2,951 | $292.0K | 0.01% | −1,725−36.9% | Reduced |
| Boston Private Wealth LLC | 2,971 | $293.0K | 0.00% | +2,971 | New |
| Pitcairn Co | 2,976 | $294.0K | 0.03% | −89−2.9% | Reduced |
| Moseley Investment Management Inc | 2,971 | $294.0K | 0.22% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,992 | $296.0K | 0.02% | +524+21.2% | Added |
| Federation des caisses Desjardins du Quebec | 3,007 | $297.2K | 0.00% | +102+3.5% | Added |
| RBA Wealth Management, LLC | 3,015 | $298.0K | 0.17% | −390−11.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,033 | $300.0K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,065 | $303.0K | 0.04% | +55+1.8% | Added |