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 |
|---|---|---|---|---|---|
| Natixis | 21,749 | $2.15M | 0.01% | +4,204+24.0% | Added |
| JustInvest LLC | 21,895 | $2.16M | 0.10% | +2,437+12.5% | Added |
| Canada Pension Plan Investment Board | 22,050 | $2.18M | 0.00% | −9,100−29.2% | Reduced |
| HighTower Advisors, LLC | 22,001 | $2.18M | 0.01% | −1,119−4.8% | Reduced |
| Kaydan Wealth Management, Inc. | 22,067 | $2.18M | 1.20% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 22,107 | $2.19M | 0.05% | −66−0.3% | Reduced |
| Sweet Financial Partners, LLC | 22,280 | $2.20M | 0.70% | +400+1.8% | Added |
| AlphaCrest Capital Management LLC | 22,283 | $2.20M | 0.13% | +9,672+76.7% | Added |
| Tower Research Capital LLC (TRC) | 22,356 | $2.21M | 0.04% | −906−3.9% | Reduced |
| Czech National Bank | 22,574 | $2.23M | 0.06% | +22,574 | New |
| Public Employees Retirement Association of Colorado | 22,737 | $2.25M | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 23,047 | $2.28M | 0.00% | −23,895−50.9% | Reduced |
| Vetamer Capital Management, L.P. | 23,304 | $2.30M | 2.74% | −19,996−46.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 24,000 | $2.37M | 0.32% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 24,251 | $2.40M | 0.64% | −285−1.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 24,335 | $2.40M | 0.01% | +2,491+11.4% | Added |
| MML Investors Services, LLC | 24,624 | $2.43M | 0.02% | −4,100−14.3% | Reduced |
| Candriam Luxembourg S.C.A. | 25,027 | $2.47M | 0.02% | −5,323−17.5% | Reduced |
| DnB Asset Management AS | 25,842 | $2.55M | 0.02% | +239+0.9% | Added |
| First Hawaiian Bank | 25,902 | $2.56M | 0.10% | +40.0% | Added |
| Interval Partners, LP | 26,029 | $2.57M | 0.15% | +16,010+159.8% | Added |
| CIBC Asset Management Inc | 26,125 | $2.58M | 0.01% | +2,287+9.6% | Added |
| Walleye Capital LLC | 26,304 | $2.60M | 0.06% | +20,655+365.6% | Added |
| TownSquare Capital, LLC | 26,356 | $2.60M | 0.07% | −549−2.0% | Reduced |
| Wealthfront Advisers LLC | 26,590 | $2.63M | 0.01% | +1,148+4.5% | Added |
| Lord, Abbett & Co. LLC | 26,601 | $2.63M | 0.01% | +26,601 | New |
| Otter Creek Advisors, LLC | 27,000 | $2.67M | 2.59% | +27,000 | New |
| Hotaling Investment Management, LLC | 27,043 | $2.67M | 1.28% | −238−0.9% | Reduced |
| Oregon Public Employees Retirement Fund | 27,054 | $2.67M | 0.04% | −19−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 27,380 | $2.71M | 0.01% | +80.0% | Added |
| Comerica Bank | 26,533 | $2.71M | 0.02% | −1,927−6.8% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 27,469 | $2.71M | 3.71% | −376−1.4% | Reduced |
| Texas Permanent School Fund | 27,484 | $2.72M | 0.04% | +1,808+7.0% | Added |
| Sanford Advisory Services, LLC | 27,586 | $2.73M | 0.78% | −337−1.2% | Reduced |
| Cardinal Capital Management | 27,673 | $2.73M | 0.65% | +195+0.7% | Added |
| Janus Henderson Group PLC | 28,140 | $2.78M | 0.00% | −28−0.1% | Reduced |
| Yousif Capital Management, LLC | 28,241 | $2.79M | 0.04% | −771−2.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,412 | $2.81M | 0.03% | +108+0.4% | Added |
| Gulf International Bank (UK) Ltd | 28,427 | $2.81M | 0.05% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 29,587 | $2.92M | 0.01% | 00.0% | Unchanged |
| NWK Group, Inc. | 29,726 | $2.94M | 2.27% | −1,076−3.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,761 | $2.94M | 0.02% | +4,239+16.6% | Added |
| Xponance, Inc. | 30,151 | $2.98M | 0.06% | +11,364+60.5% | Added |
| Railway Pension Investments Ltd | 30,300 | $2.99M | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 30,440 | $3.01M | 0.00% | +230+0.8% | Added |
| ING Groep NV | 30,444 | $3.01M | 0.05% | −6,137−16.8% | Reduced |
| Bokf, NA | 31,045 | $3.07M | 0.06% | +28,411+1,078.6% | Added |
| New York Life Investment Management LLC | 31,252 | $3.09M | 0.04% | −155−0.5% | Reduced |
| IFM Investors Pty Ltd | 31,236 | $3.09M | 0.06% | +1,247+4.2% | Added |
| CIBC World Markets Corp | 32,077 | $3.17M | 0.04% | −11,698−26.7% | Reduced |
| Janney Montgomery Scott LLC | 32,452 | $3.21M | 0.01% | +697+2.2% | Added |
| Mutual of America Capital Management LLC | 33,288 | $3.29M | 0.04% | +392+1.2% | Added |
| NBW Capital LLC | 33,524 | $3.31M | 0.89% | +303+0.9% | Added |
| Regions Financial Corp | 33,864 | $3.35M | 0.03% | +1,860+5.8% | Added |
| USS Investment Management Ltd | 34,312 | $3.39M | 0.05% | −13,702−28.5% | Reduced |
| Utah Retirement Systems | 34,846 | $3.44M | 0.06% | +200+0.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 39,864 | $3.56M | 0.04% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 36,456 | $3.60M | 2.57% | +143+0.4% | Added |
| Commerce Bank | 36,604 | $3.62M | 0.03% | −4,849−11.7% | Reduced |
| Buckhead Capital Management LLC | 36,927 | $3.65M | 0.95% | −110.0% | Reduced |
| DekaBank Deutsche Girozentrale | 38,338 | $3.75M | 0.01% | +1,655+4.5% | Added |
| Tredje AP-fonden | 38,363 | $3.79M | 0.08% | +38,363 | New |
| Public Sector Pension Investment Board | 38,873 | $3.84M | 0.03% | +20,230+108.5% | Added |
| Kiwi Wealth Investments Limited Partnership | 42,998 | $3.84M | 0.27% | 00.0% | Unchanged |
| Mount Lucas Management LP | 39,104 | $3.86M | 1.33% | −666−1.7% | Reduced |
| Bridgewater Associates, LP | 39,156 | $3.87M | 0.02% | +34,216+692.6% | Added |
| Tower Bridge Advisors | 39,766 | $3.93M | 0.35% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 40,095 | $3.96M | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 41,024 | $4.05M | 0.02% | +6,785+19.8% | Added |
| Peterson Wealth Services | 41,898 | $4.14M | 2.94% | +499+1.2% | Added |
| Siemens Fonds Invest GmbH | 42,282 | $4.18M | 0.48% | +1,185+2.9% | Added |
| Freemont Management S.A. | 42,400 | $4.19M | 0.76% | −1,100−2.5% | Reduced |
| Advisor Group Holdings, Inc. | 43,220 | $4.27M | 0.01% | −19,963−31.6% | Reduced |
| Leuthold Group, LLC | 43,718 | $4.32M | 0.65% | −531−1.2% | Reduced |
| Cahaba Wealth Management, Inc. | 44,571 | $4.40M | 0.61% | +20.0% | Added |
| Prudential PLC | 44,698 | $4.42M | 0.07% | +40,015+854.5% | Added |
| Industrial Alliance Investment Management Inc. | 44,890 | $4.44M | 0.13% | +7,930+21.5% | Added |
| First Republic Investment Management, Inc. | 45,246 | $4.47M | 0.01% | +2,262+5.3% | Added |
| EHP Funds Inc. | 45,500 | $4.50M | 0.99% | +1,750+4.0% | Added |
| Raymond James Trust N.A. | 47,756 | $4.72M | 0.18% | −352−0.7% | Reduced |
| Stephens Inc | 48,351 | $4.78M | 0.10% | −1,812−3.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 48,733 | $4.82M | 0.02% | −18,634−27.7% | Reduced |
| Swiss Life Asset Management Ltd | 48,997 | $4.84M | 0.08% | +2,511+5.4% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 49,911 | $4.93M | 0.66% | −3,108−5.9% | Reduced |
| Creative Planning | 49,996 | $4.94M | 0.01% | +6,303+14.4% | Added |
| Amalgamated Bank | 50,188 | $4.96M | 0.05% | −9,367−15.7% | Reduced |
| Parkwood LLC | 50,303 | $4.97M | 1.06% | −15,747−23.8% | Reduced |
| AQR Capital Management LLC | 50,342 | $4.97M | 0.01% | −29,023−36.6% | Reduced |
| IFP Advisors, Inc | 50,656 | $4.98M | 0.15% | +1,015+2.0% | Added |
| Point72 Asset Management, L.P. | 50,695 | $5.01M | 0.02% | +50,695 | New |
| Resources Management Corp | 61,400 | $5.04M | 0.87% | +60,928+12,908.5% | Added |
| Truist Financial Corp | 51,891 | $5.13M | 0.01% | −5,755−10.0% | Reduced |
| Cubist Systematic Strategies, LLC | 52,096 | $5.15M | 0.04% | +52,096 | New |
| MetLife Investment Management | 52,211 | $5.16M | 0.04% | −799−1.5% | Reduced |
| State of Michigan Retirement System | 52,544 | $5.19M | 0.04% | 00.0% | Unchanged |
| Arizona State Retirement System | 53,375 | $5.28M | 0.05% | −880−1.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 53,381 | $5.28M | 0.03% | +14,686+38.0% | Added |
| Handelsbanken Fonder AB | 54,046 | $5.34M | 0.04% | +2,249+4.3% | Added |
| Standard Life Aberdeen plc | 54,058 | $5.34M | 0.02% | +2,281+4.4% | Added |
| American International Group, Inc. | 54,228 | $5.36M | 0.04% | −1,335−2.4% | Reduced |