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 |
|---|---|---|---|---|---|
| Knowledge Leaders Capital, LLC | 3,077 | $304.0K | 0.39% | −5,605−64.6% | Reduced |
| Clarus Group, Inc. | 3,077 | $304.0K | 0.28% | 00.0% | Unchanged |
| Veriti Management LLC | 3,120 | $308.0K | 0.04% | +222+7.7% | Added |
| TruWealth Advisors, LLC | 3,123 | $309.0K | 0.03% | +195+6.7% | Added |
| NuWave Investment Management, LLC | 3,139 | $310.0K | 0.36% | +3,139 | New |
| Pearl River Capital, LLC | 3,135 | $310.0K | 0.06% | +3,135 | New |
| Legacy Wealth Asset Management, LLC | 3,159 | $312.0K | 0.14% | +2+0.1% | Added |
| IFG Advisory, LLC | 3,282 | $324.0K | 0.03% | −1,006−23.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,319 | $328.0K | 0.00% | −50−1.5% | Reduced |
| Fulton Bank, N.A. | 3,321 | $328.0K | 0.02% | +209+6.7% | Added |
| Wetherby Asset Management Inc | 3,351 | $331.0K | 0.02% | +410+13.9% | Added |
| Los Angeles Capital Management LLC | 3,369 | $333.0K | 0.00% | −48,731−93.5% | Reduced |
| Balasa Dinverno & Foltz LLC | 3,365 | $333.0K | 0.02% | +3,365 | New |
| Tokio Marine Asset Management Co Ltd | 3,375 | $334.0K | 0.03% | +201+6.3% | Added |
| Toroso Investments, LLC | 3,382 | $334.0K | 0.01% | +558+19.8% | Added |
| 44 Wealth Management LLC | 3,397 | $336.0K | 0.14% | −15−0.4% | Reduced |
| PSI Advisors, LLC | 3,407 | $337.0K | 0.18% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,530 | $349.0K | 0.10% | +344+10.8% | Added |
| YorkBridge Wealth Partners, LLC | 3,546 | $350.0K | 0.09% | −100−2.7% | Reduced |
| Symmetry Partners, LLC | 3,604 | $356.0K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,645 | $360.0K | 0.02% | −35−1.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,700 | $366.0K | 0.00% | +3,700 | New |
| New Millennium Group LLC | 3,725 | $368.0K | 0.41% | +149+4.2% | Added |
| Huntington National Bank | 3,760 | $372.0K | 0.00% | −242−6.0% | Reduced |
| Great Valley Advisor Group, Inc. | 3,765 | $372.0K | 0.02% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 3,929 | $386.0K | 0.01% | −4,570−53.8% | Reduced |
| Essex Financial Services, Inc. | 3,916 | $387.0K | 0.05% | +8+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 3,925 | $388.0K | 0.01% | +30+0.8% | Added |
| Shulman DeMeo Asset Management LLC | 3,951 | $390.0K | 0.14% | −63−1.6% | Reduced |
| Visionary Wealth Advisors | 3,954 | $391.0K | 0.04% | −366−8.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $395.0K | 0.07% | 00.0% | Unchanged |
| Bowman & Co S.C. | 4,000 | $395.0K | 0.36% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,012 | $396.0K | 0.01% | −65,411−94.2% | Reduced |
| Advisor Partners II, LLC | 4,015 | $397.0K | 0.03% | +4,015 | New |
| Harbor Investment Advisory, LLC | 4,031 | $398.0K | 0.07% | 00.0% | Unchanged |
| Greenleaf Trust | 4,040 | $399.0K | 0.01% | −90−2.2% | Reduced |
| Contravisory Investment Management, Inc. | 4,045 | $400.0K | 0.13% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 4,735 | $400.0K | 0.01% | +1,621+52.1% | Added |
| GWM Advisors LLC | 4,050 | $400.0K | 0.01% | +4,050 | New |
| Cetera Advisor Networks LLC | 4,072 | $402.0K | 0.00% | −28−0.7% | Reduced |
| Central Bank & Trust Co | 4,136 | $409.0K | 0.09% | +4,136 | New |
| Redpoint Investment Management Pty Ltd | 4,158 | $411.0K | 0.06% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 4,313 | $426.0K | 0.00% | +4,313 | New |
| Empirical Finance, LLC | 4,323 | $427.0K | 0.05% | +791+22.4% | Added |
| Agate Pass Investment Management, LLC | 4,329 | $428.0K | 0.33% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,394 | $434.0K | 0.01% | −528−10.7% | Reduced |
| Global Financial Private Client, LLC | 4,282 | $434.3K | 0.25% | −405−8.6% | Reduced |
| American Portfolios Advisors | 4,403 | $435.1K | 0.02% | +96+2.2% | Added |
| Ritholtz Wealth Management | 4,468 | $442.0K | 0.02% | +4,468 | New |
| Baird Financial Group, Inc. | 4,478 | $443.0K | 0.00% | −11,831−72.5% | Reduced |
| Kestra Private Wealth Services, LLC | 4,576 | $452.0K | 0.03% | +846+22.7% | Added |
| Corient Capital Partners, LLC | 5,100 | $456.0K | 0.04% | +357+7.5% | Added |
| Assenagon Asset Management S.A. | 4,612 | $456.0K | 0.00% | +4,612 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,631 | $458.0K | 0.01% | −39,491−89.5% | Reduced |
| Ieq Capital, LLC | 4,721 | $467.0K | 0.01% | +856+22.1% | Added |
| Pathstone Family Office, LLC | 4,676 | $477.7K | 0.01% | +1,795+62.3% | Added |
| Atria Wealth Solutions, Inc. | 4,874 | $483.3K | 0.01% | −3,076−38.7% | Reduced |
| Swedbank AB | 4,904 | $484.6K | 0.00% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,920 | $486.0K | 0.01% | +1,306+36.1% | Added |
| AE Wealth Management LLC | 4,961 | $490.0K | 0.00% | +238+5.0% | Added |
| Dock Street Asset Management Inc | 4,979 | $492.0K | 0.12% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 5,024 | $497.0K | 0.00% | +1,119+28.7% | Added |
| Integrated Investment Consultants, LLC | 5,124 | $506.0K | 0.20% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 5,203 | $514.0K | 0.03% | +805+18.3% | Added |
| Bank of Nova Scotia | 5,227 | $517.0K | 0.00% | −714−12.0% | Reduced |
| Connable Office Inc | 5,238 | $518.0K | 0.08% | −160−3.0% | Reduced |
| Silvercrest Asset Management Group LLC | 5,278 | $522.0K | 0.00% | +112+2.2% | Added |
| Intrust Bank NA | 5,344 | $528.0K | 0.08% | +101+1.9% | Added |
| TD Private Client Wealth LLC | 5,407 | $534.3K | 0.03% | −15−0.3% | Reduced |
| Community Capital Management, Inc. | 5,500 | $544.0K | 0.71% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 5,542 | $548.0K | 0.30% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 5,561 | $550.0K | 0.26% | +1,469+35.9% | Added |
| Wealthspire Advisors, LLC | 5,678 | $561.0K | 0.01% | +48+0.9% | Added |
| Great Diamond Partners, LLC | 5,691 | $562.0K | 0.19% | +713+14.3% | Added |
| Systematic Alpha Investments, LLC | 5,700 | $563.0K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 5,824 | $576.0K | 0.01% | −13−0.2% | Reduced |
| Bill Few Associates, Inc. | 5,845 | $577.0K | 0.39% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,915 | $585.0K | 0.01% | −8−0.1% | Reduced |
| Forum Financial Management, LP | 5,933 | $586.0K | 0.03% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 5,942 | $587.0K | 0.21% | −497−7.7% | Reduced |
| Connectus Wealth, LLC | 6,006 | $594.0K | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 6,093 | $602.0K | 0.15% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 6,144 | $607.0K | 0.01% | +308+5.3% | Added |
| Jackson Creek Investment Advisors LLC | 6,163 | $609.0K | 0.29% | +35+0.6% | Added |
| Ethic Inc. | 6,242 | $617.0K | 0.04% | +6,242 | New |
| Staley Capital Advisers Inc | 6,250 | $618.0K | 0.04% | 00.0% | Unchanged |
| Signature Wealth Management Group | 6,257 | $618.0K | 0.31% | 00.0% | Unchanged |
| DCM Advisors, LLC | 6,363 | $628.8K | 0.32% | +2,004+46.0% | Added |
| Yorktown Management & Research Co Inc | 6,450 | $637.0K | 0.83% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 6,492 | $642.0K | 0.02% | −562−8.0% | Reduced |
| Apollon Wealth Management, LLC | 6,509 | $643.0K | 0.05% | −170−2.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,510 | $643.0K | 0.03% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 6,716 | $664.0K | 0.18% | +236+3.6% | Added |
| Dynamic Technology Lab Private Ltd | 6,720 | $664.0K | 0.07% | +6,720 | New |
| Sumitomo Life Insurance Co | 6,731 | $665.0K | 0.03% | −294−4.2% | Reduced |
| Texas Yale Capital Corp. | 6,750 | $667.0K | 0.04% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 6,781 | $670.0K | 0.25% | +490+7.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,962 | $688.0K | 0.06% | +320+4.8% | Added |
| Baker Tilly Wealth Management, LLC | 7,113 | $703.0K | 0.10% | +1,534+27.5% | Added |
| Covenant Partners, LLC | 7,122 | $704.0K | 0.34% | 00.0% | Unchanged |