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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 7,214 | $713.0K | 0.02% | −556−7.2% | Reduced |
| Quantinno Capital Management LP | 7,397 | $731.0K | 0.09% | +3,296+80.4% | Added |
| Everence Capital Management Inc | 7,440 | $735.0K | 0.07% | +3,790+103.8% | Added |
| Eqis Capital Management, Inc. | 7,463 | $737.5K | 0.09% | +7+0.1% | Added |
| Bailey Value Limited Partnership | 7,500 | $741.0K | 1.28% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,687 | $760.0K | 0.03% | +412+5.7% | Added |
| Horizon Investments, LLC | 7,692 | $760.0K | 0.02% | +1,970+34.4% | Added |
| Kestra Advisory Services, LLC | 7,868 | $778.0K | 0.01% | −1,571−16.6% | Reduced |
| Virginia Retirement Systems Et Al | 8,000 | $790.6K | 0.01% | +8,000 | New |
| Capital Investment Advisors, LLC | 8,017 | $792.0K | 0.03% | −16−0.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,196 | $810.0K | 0.01% | +1,701+26.2% | Added |
| We Are One Seven, LLC | 8,259 | $816.0K | 0.08% | −313−3.7% | Reduced |
| United Capital Financial Advisers, LLC | 8,256 | $816.0K | 0.00% | +151+1.9% | Added |
| Keybank National Association | 8,317 | $822.0K | 0.00% | −286−3.3% | Reduced |
| Achmea Investment Management B.V. | 8,335 | $824.0K | 0.03% | 00.0% | Unchanged |
| Saturna Capital CORP | 8,352 | $825.0K | 0.02% | 00.0% | Unchanged |
| Skylands Capital, LLC | 8,349 | $825.0K | 0.14% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,364 | $826.5K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 8,450 | $835.0K | 0.09% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 8,460 | $836.0K | 0.16% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 8,576 | $848.0K | 0.35% | −1,545−15.3% | Reduced |
| Assetmark, Inc | 8,586 | $848.0K | 0.00% | +3,187+59.0% | Added |
| Lido Advisors, LLC | 7,299 | $862.0K | 0.02% | −4,672−39.0% | Reduced |
| Consolidated Planning Corp | 8,821 | $872.0K | 0.27% | −70−0.8% | Reduced |
| Chiron Capital Management, LLC | 8,850 | $875.0K | 0.59% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 9,100 | $899.0K | 0.03% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 9,122 | $902.0K | 0.79% | −199−2.1% | Reduced |
| Gofen & Glossberg LLC | 9,217 | $911.0K | 0.03% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 9,434 | $932.0K | 0.24% | +9,434 | New |
| Bradley Foster & Sargent Inc | 9,515 | $940.0K | 0.03% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 9,668 | $955.0K | 0.28% | +638+7.1% | Added |
| Western Wealth Management, LLC | 8,087 | $962.0K | 0.06% | +242+3.1% | Added |
| Capula Management Ltd | 9,760 | $964.0K | 0.12% | +9,760 | New |
| Montag & Caldwell, LLC | 9,914 | $980.0K | 0.15% | +114+1.2% | Added |
| New Mexico Educational Retirement Board | 9,975 | $986.0K | 0.05% | −400−3.9% | Reduced |
| Vestcor Inc | 10,236 | $1.01M | 0.04% | −2,804−21.5% | Reduced |
| Duality Advisers, LP | 10,452 | $1.03M | 0.11% | +5,599+115.4% | Added |
| Mariner, LLC | 10,557 | $1.04M | 0.00% | +10,557 | New |
| Veritable, L.P. | 10,733 | $1.06M | 0.02% | −145−1.3% | Reduced |
| Cumberland Partners Ltd | 10,950 | $1.08M | 0.11% | −350−3.1% | Reduced |
| Phoenix Holdings Ltd. | 11,313 | $1.11M | 0.02% | +1,696+17.6% | Added |
| Oxford Financial Group Ltd | 11,299 | $1.12M | 0.17% | −40.0% | Reduced |
| Metropolitan Life Insurance Co | 11,320 | $1.12M | 0.05% | −145−1.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,737 | $1.16M | 0.02% | +250+2.2% | Added |
| CTC Capital Management, LLC | 12,100 | $1.20M | 0.99% | +12,100 | New |
| One + One Wealth Management, LLC | 12,110 | $1.20M | 0.97% | −149−1.2% | Reduced |
| HRT Financial LP | 12,191 | $1.20M | 0.01% | +12,191 | New |
| Norinchukin Bank, The | 12,249 | $1.21M | 0.02% | +1,534+14.3% | Added |
| Sabal Trust CO | 12,260 | $1.21M | 0.09% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 12,400 | $1.23M | 0.04% | +100+0.8% | Added |
| Guggenheim Capital LLC | 12,639 | $1.25M | 0.01% | +5,727+82.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,780 | $1.26M | 0.03% | −171−1.3% | Reduced |
| Daiwa Securities Group Inc. | 12,916 | $1.28M | 0.01% | +792+6.5% | Added |
| Clearbridge Investments, LLC | 13,076 | $1.29M | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 13,184 | $1.30M | 0.01% | +13,184 | New |
| KBC Group NV | 13,397 | $1.32M | 0.01% | +412+3.2% | Added |
| LMR Partners LLP | 13,395 | $1.32M | 0.03% | +4,454+49.8% | Added |
| OPSEU Pension Plan Trust Fund | 13,447 | $1.35M | 0.36% | −1,602−10.6% | Reduced |
| STRS Ohio | 13,839 | $1.37M | 0.01% | −2,867−17.2% | Reduced |
| Intech Investment Management LLC | 13,883 | $1.37M | 0.01% | −89,676−86.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,914 | $1.38M | 0.03% | +251+1.8% | Added |
| Stephens Consulting, LLC | 14,021 | $1.39M | 1.25% | +16+0.1% | Added |
| Heritage Wealth Advisors | 14,103 | $1.39M | 0.10% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 14,112 | $1.40M | 0.03% | −2,847−16.8% | Reduced |
| Storebrand Asset Management AS | 14,212 | $1.40M | 0.01% | +1,101+8.4% | Added |
| Empire Life Investments Inc. | 14,267 | $1.41M | 0.11% | +160+1.1% | Added |
| Elo Mutual Pension Insurance Co | 14,564 | $1.44M | 0.05% | −759−5.0% | Reduced |
| High Net Worth Advisory Group LLC | 14,631 | $1.45M | 0.62% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 14,650 | $1.45M | 0.41% | −1,066−6.8% | Reduced |
| Omers Administration Corp | 15,000 | $1.48M | 0.02% | −2,200−12.8% | Reduced |
| Pensionfund Sabic | 15,000 | $1.48M | 0.52% | +15,000 | New |
| 9258 Wealth Management, LLC | 15,013 | $1.48M | 0.38% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 15,192 | $1.50M | 0.01% | +20+0.1% | Added |
| Kentucky Retirement Systems | 15,205 | $1.50M | 0.06% | +777+5.4% | Added |
| M&T Bank Corp | 15,286 | $1.51M | 0.01% | −1,007−6.2% | Reduced |
| Securian Asset Management, Inc | 16,097 | $1.59M | 0.05% | 00.0% | Unchanged |
| White Pine Capital LLC | 16,136 | $1.59M | 0.66% | −250−1.5% | Reduced |
| Aft, Forsyth & Sober, LLC | 16,550 | $1.64M | 0.80% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 14,055 | $1.66M | 1.43% | −3,609−20.4% | Reduced |
| Gyroscope Capital Management Group, LLC | 16,915 | $1.67M | 0.65% | −1,823−9.7% | Reduced |
| Systematic Financial Management LP | 17,271 | $1.71M | 0.06% | −1,380−7.4% | Reduced |
| Crossmark Global Holdings, Inc. | 17,392 | $1.72M | 0.05% | −1,649−8.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,835 | $1.76M | 0.02% | +17,835 | New |
| Worth Venture Partners, LLC | 18,151 | $1.79M | 1.12% | −2,035−10.1% | Reduced |
| Tudor Investment Corp Et Al | 18,311 | $1.81M | 0.04% | +18,311 | New |
| Hartford Investment Management Co | 18,370 | $1.81M | 0.06% | −160−0.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 18,424 | $1.82M | 0.09% | −23,986−56.6% | Reduced |
| Dean Investment Associates, LLC | 19,088 | $1.89M | 0.38% | −367−1.9% | Reduced |
| Gotham Asset Management, LLC | 19,118 | $1.89M | 0.06% | +1,254+7.0% | Added |
| British Columbia Investment Management Corp | 19,235 | $1.90M | 0.02% | −3,320−14.7% | Reduced |
| Atria Investments LLC | 19,480 | $1.93M | 0.04% | +1,491+8.3% | Added |
| Mount Yale Investment Advisors, LLC | 19,574 | $1.93M | 0.26% | −1,374−6.6% | Reduced |
| Franklin Resources Inc | 19,633 | $1.94M | 0.00% | +3,155+19.1% | Added |
| Shell Asset Management Co | 19,974 | $1.97M | 0.08% | −5,791−22.5% | Reduced |
| Allianz Asset Management GmbH | 20,091 | $1.99M | 0.00% | −573−2.8% | Reduced |
| Mackenzie Financial Corp | 20,291 | $2.00M | 0.00% | −420−2.0% | Reduced |
| Capital Group Private Client Services, Inc. | 21,262 | $2.10M | 0.03% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 21,600 | $2.13M | 0.21% | +21,600 | New |
| SPC Financial, Inc. | 21,650 | $2.14M | 0.27% | −400−1.8% | Reduced |
| Nissay Asset Management Corp | 21,708 | $2.15M | 0.02% | +1,618+8.1% | Added |