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 |
|---|---|---|---|---|---|
| Putnam Investments LLC | 305,927 | $30.2M | 0.06% | −169−0.1% | Reduced |
| Barclays PLC | 311,263 | $30.8M | 0.03% | +42,422+15.8% | Added |
| Federated Hermes, Inc. | 313,403 | $31.0M | 0.09% | −25,681−7.6% | Reduced |
| California State Teachers Retirement System | 317,450 | $31.4M | 0.05% | −3,890−1.2% | Reduced |
| Alliancebernstein L.P. | 323,702 | $32.0M | 0.02% | −122,401−27.4% | Reduced |
| FIL Ltd | 333,879 | $33.0M | 0.04% | −22,726−6.4% | Reduced |
| Manufacturers Life Insurance Company, The | 342,867 | $33.9M | 0.02% | +14,132+4.3% | Added |
| Martingale Asset Management L P | 350,469 | $34.6M | 0.69% | −14,194−3.9% | Reduced |
| Eaton Vance Management | 366,608 | $36.2M | 0.05% | +2,785+0.8% | Added |
| Royal Bank of Canada | 367,526 | $36.3M | 0.01% | −104,173−22.1% | Reduced |
| Advent International Corp | 376,752 | $37.2M | 0.33% | 00.0% | Unchanged |
| Rhumbline Advisers | 379,542 | $37.5M | 0.06% | +33,417+9.7% | Added |
| Envestnet Asset Management Inc | 388,606 | $38.4M | 0.02% | −50,294−11.5% | Reduced |
| American Century Companies Inc | 398,047 | $39.3M | 0.03% | +294,634+284.9% | Added |
| Russell Investments Group, Ltd. | 424,486 | $41.9M | 0.09% | −10,870−2.5% | Reduced |
| Panagora Asset Management Inc | 425,382 | $42.0M | 0.29% | +227,508+115.0% | Added |
| Macquarie Group Ltd | 426,871 | $42.2M | 0.05% | −27,878−6.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 454,804 | $44.9M | 0.38% | −340,869−42.8% | Reduced |
| California Public Employees Retirement System | 456,650 | $45.1M | 0.04% | +89,305+24.3% | Added |
| Wells Fargo & Company | 465,550 | $46.0M | 0.02% | +26,618+6.1% | Added |
| Glenmede Trust Co NA | 484,442 | $47.9M | 0.30% | +5,788+1.2% | Added |
| SEI Investments Co | 519,626 | $51.3M | 0.11% | +54,423+11.7% | Added |
| Premier Fund Managers Ltd | 526,000 | $51.7M | 3.86% | +47,800+10.0% | Added |
| Amundi | 503,444 | $54.4M | 0.03% | +51,648+11.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 558,819 | $55.2M | 0.05% | +6,758+1.2% | Added |
| New York State Common Retirement Fund | 566,222 | $56.0M | 0.08% | −59,316−9.5% | Reduced |
| Deutsche Bank AG | 572,206 | $56.5M | 0.03% | +2,861+0.5% | Added |
| Palisade Capital Management LLC | 584,875 | $57.8M | 1.64% | −2,180−0.4% | Reduced |
| Citadel Advisors LLC | 603,981 | $59.7M | 0.07% | −647,856−51.8% | Reduced |
| Nuveen Asset Management, LLC | 669,897 | $66.2M | 0.03% | −36,110−5.1% | Reduced |
| Principal Financial Group Inc | 681,048 | $67.3M | 0.05% | −16,453−2.4% | Reduced |
| Schroder Investment Management Group | 776,549 | $76.7M | 0.13% | −67,897−8.0% | Reduced |
| Price T Rowe Associates Inc | 842,139 | $83.2M | 0.01% | −2,015,526−70.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 864,121 | $85.4M | 0.68% | +94,215+12.2% | Added |
| Holocene Advisors, LP | 873,326 | $86.3M | 0.56% | −141,314−13.9% | Reduced |
| UBS Asset Management Americas Inc | 957,152 | $94.6M | 0.05% | +125,657+15.1% | Added |
| Charles Schwab Investment Management Inc | 983,057 | $97.1M | 0.03% | −455,054−31.6% | Reduced |
| Fisher Asset Management, LLC | 996,765 | $98.5M | 0.07% | −148,985−13.0% | Reduced |
| Harfst & Associates, Inc. | 1,115,438 | $110.2M | 33.15% | +3,272+0.3% | Added |
| Goldman Sachs Group Inc | 1,232,205 | $121.8M | 0.04% | +114,308+10.2% | Added |
| Congress Asset Management Co | 1,316,348 | $130.1M | 1.39% | +1910.0% | Added |
| Thrivent Financial for Lutherans | 1,319,090 | $130.4M | 0.36% | −136,329−9.4% | Reduced |
| Dimensional Fund Advisors LP | 1,324,726 | $130.9M | 0.05% | −34,537−2.5% | Reduced |
| Legal & General Group Plc | 1,534,611 | $151.7M | 0.06% | −92,997−5.7% | Reduced |
| Bank of New York Mellon Corp | 1,580,615 | $156.2M | 0.04% | +13,324+0.9% | Added |
| Mercer Global Advisors Inc | 1,670,704 | $165.1M | 0.98% | +1,073+0.1% | Added |
| Morgan Stanley | 1,686,945 | $166.7M | 0.02% | +112,335+7.1% | Added |
| Norges Bank | 1,851,731 | $183.0M | 0.05% | −97,427−5.0% | Reduced |
| Invesco Ltd. | 1,896,511 | $187.4M | 0.06% | −257,982−12.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,019,693 | $199.6M | 0.16% | +2,019,693 | New |
| APG Asset Management N.V. | 1,994,459 | $201.2M | 0.52% | −247,301−11.0% | Reduced |
| Agf Investments Inc. | 2,043,165 | $201.9M | 1.91% | +236,160+13.1% | Added |
| Southpoint Capital Advisors LP | 2,100,000 | $207.5M | 5.59% | 00.0% | Unchanged |
| Northern Trust Corp | 2,129,003 | $210.4M | 0.05% | −21,182−1.0% | Reduced |
| Brave Warrior Advisors, LLC | 2,238,425 | $221.2M | 7.65% | −7,526−0.3% | Reduced |
| Bank of America Corp | 2,308,968 | $228.2M | 0.03% | −47,978−2.0% | Reduced |
| Massachusetts Financial Services Co | 2,780,213 | $274.7M | 0.10% | +17,746+0.6% | Added |
| Earnest Partners LLC | 3,101,373 | $306.5M | 2.06% | −195,188−5.9% | Reduced |
| Geode Capital Management, LLC | 3,890,770 | $384.0M | 0.06% | +24,159+0.6% | Added |
| JPMorgan Chase & Co | 4,590,886 | $453.7M | 0.07% | +1,995,901+76.9% | Added |
| FMR LLC | 5,143,437 | $508.3M | 0.05% | +61,680+1.2% | Added |
| State Street Corp | 8,341,047 | $827.1M | 0.05% | −295,638−3.4% | Reduced |
| Wellington Management Group LLP | 9,826,362 | $971.0M | 0.21% | +4,006,157+68.8% | Added |
| Primecap Management Co | 13,539,327 | $1.34B | 1.29% | −50,290−0.4% | Reduced |
| BlackRock Inc. | 17,481,099 | $1.73B | 0.06% | −766,204−4.2% | Reduced |
| Vanguard Group Inc | 23,090,804 | $2.28B | 0.07% | +116,629+0.5% | Added |
| Junto Capital Management LP | 0 | $0 | 0.00% | −217,804−100.0% | Sold out |
| Phase 2 Partners, LLC | 0 | $0 | 0.00% | −68,223−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −56,694−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −38,860−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −35,037−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −28,359−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −25,349−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −20,253−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −17,300−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −16,120−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −14,985−100.0% | Sold out |
| Aviance Capital Partners, LLC | 0 | $0 | 0.00% | −13,713−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −13,664−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −12,413−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −11,754−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −11,148−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −10,591−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −7,174−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −8,581−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −6,302−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −6,234−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,955−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −4,927−100.0% | Sold out |
| Harvest Management LLC | 0 | $0 | 0.00% | −4,496−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −3,905−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −3,759−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −3,667−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,662−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −3,592−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −3,388−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,112−100.0% | Sold out |