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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 161,133 | $15.9M | 0.05% | +5,722+3.7% | Added |
| Victory Capital Management Inc | 152,347 | $15.1M | 0.02% | −19,563−11.4% | Reduced |
| Philo Smith Capital Corp | 151,500 | $15.0M | 6.14% | 00.0% | Unchanged |
| Millennium Management LLC | 149,064 | $14.7M | 0.02% | +134,653+934.4% | Added |
| Public Employees Retirement System of Ohio | 143,804 | $14.2M | 0.06% | −4,263−2.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 143,069 | $14.1M | 0.04% | −6,090−4.1% | Reduced |
| Hantz Financial Services, Inc. | 137,861 | $13.6M | 0.47% | +879+0.6% | Added |
| Congress Wealth Management LLC | 133,879 | $13.2M | 0.36% | +639+0.5% | Added |
| Frontier Capital Management Co LLC | 131,642 | $13.0M | 0.15% | −700−0.5% | Reduced |
| Capital Wealth Planning, LLC | 128,623 | $12.7M | 0.23% | −22,500−14.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 123,293 | $12.2M | 0.04% | +12,648+11.4% | Added |
| CIBC Private Wealth Group, LLC | 123,154 | $12.2M | 0.03% | −14,209−10.3% | Reduced |
| Jefferies Group LLC | 122,481 | $12.1M | 0.35% | +115,621+1,685.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 118,608 | $11.7M | 0.05% | +1,210+1.0% | Added |
| Allspring Global Investments Holdings, LLC | 118,119 | $11.7M | 0.02% | +2,710+2.3% | Added |
| Loomis Sayles & Co L P | 116,518 | $11.5M | 0.02% | −6,499−5.3% | Reduced |
| State of Wisconsin Investment Board | 112,184 | $11.1M | 0.04% | −28,885−20.5% | Reduced |
| State of New Jersey Common Pension Fund D | 109,385 | $10.8M | 0.04% | +3,051+2.9% | Added |
| Ensign Peak Advisors, Inc | 108,850 | $10.8M | 0.03% | +12,735+13.2% | Added |
| Korea Investment CORP | 108,127 | $10.7M | 0.03% | +13,971+14.8% | Added |
| Citizens Financial Group Inc | 106,427 | $10.5M | 0.47% | +888+0.8% | Added |
| Westpac Banking Corp | 104,598 | $10.3M | 0.16% | −21,221−16.9% | Reduced |
| Treasurer of the State of North Carolina | 103,340 | $10.2M | 0.07% | +1,158+1.1% | Added |
| Mn Services Vermogensbeheer B.V. | 103,100 | $10.2M | 0.11% | −6,700−6.1% | Reduced |
| Nisa Investment Advisors, LLC | 102,084 | $10.2M | 0.09% | +3,394+3.4% | Added |
| Maltese Capital Management LLC | 100,000 | $9.88M | 2.35% | −5,000−4.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 98,871 | $9.77M | 0.04% | −148,963−60.1% | Reduced |
| Ancora Advisors, LLC | 96,819 | $9.57M | 0.30% | −13,950−12.6% | Reduced |
| Pictet Asset Management SA | 93,311 | $9.22M | 0.01% | −316−0.3% | Reduced |
| Burney Co | 90,310 | $8.92M | 0.49% | −3,281−3.5% | Reduced |
| Teacher Retirement System of Texas | 87,209 | $8.62M | 0.06% | −18,173−17.2% | Reduced |
| Jane Street Group, LLC | 85,629 | $8.46M | 0.02% | −36,908−30.1% | Reduced |
| Nomura Asset Management Co Ltd | 84,358 | $8.34M | 0.05% | +1,892+2.3% | Added |
| Bryn Mawr Trust Co | 83,813 | $8.28M | 0.40% | −2,457−2.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 83,332 | $8.23M | 0.07% | −49,179−37.1% | Reduced |
| Toronto Dominion Bank | 82,749 | $8.18M | 0.01% | −3,847−4.4% | Reduced |
| Twin Tree Management, LP | 82,641 | $8.17M | 0.22% | +46,252+127.1% | Added |
| Illinois Municipal Retirement Fund | 82,508 | $8.15M | 0.20% | −22,754−21.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 82,174 | $8.12M | 0.12% | −8,897−9.8% | Reduced |
| US Bancorp | 81,406 | $8.04M | 0.02% | −1,026−1.2% | Reduced |
| Private Capital Management, LLC | 80,224 | $7.93M | 1.21% | −5,509−6.4% | Reduced |
| Asset Management One Co.,Ltd. | 79,169 | $7.82M | 0.04% | +596+0.8% | Added |
| Stifel Financial Corp | 74,738 | $7.39M | 0.01% | −1,086−1.4% | Reduced |
| Voya Investment Management LLC | 74,365 | $7.35M | 0.01% | −925−1.2% | Reduced |
| Pacer Advisors, Inc. | 73,735 | $7.29M | 0.05% | +73,425+23,685.5% | Added |
| ProShare Advisors LLC | 73,711 | $7.28M | 0.03% | −8,065−9.9% | Reduced |
| Azora Capital LP | 72,533 | $7.17M | 1.06% | +72,533 | New |
| Rafferty Asset Management, LLC | 71,173 | $7.03M | 0.07% | +5,236+7.9% | Added |
| AXA S.A. | 70,460 | $6.96M | 0.03% | +5,793+9.0% | Added |
| Marshall Wace, LLP | 68,552 | $6.78M | 0.02% | −361,217−84.0% | Reduced |
| Qube Research & Technologies Ltd | 68,185 | $6.74M | 0.04% | +10,569+18.3% | Added |
| CWA Asset Management Group, LLC | 67,168 | $6.64M | 0.64% | −290.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 66,935 | $6.61M | 0.02% | −3,848−5.4% | Reduced |
| Bragg Financial Advisors, Inc | 66,681 | $6.59M | 0.45% | +3,020+4.7% | Added |
| D. E. Shaw & Co., Inc. | 64,983 | $6.42M | 0.01% | −20,776−24.2% | Reduced |
| Retirement Systems of Alabama | 64,519 | $6.38M | 0.03% | +75+0.1% | Added |
| Oppenheimer Asset Management Inc. | 63,154 | $6.24M | 0.11% | −712−1.1% | Reduced |
| Forsta Ap-Fonden | 62,600 | $6.19M | 0.08% | +30,100+92.6% | Added |
| Andra AP-fonden | 61,700 | $6.10M | 0.20% | −14,900−19.5% | Reduced |
| Unigestion Holding SA | 61,103 | $6.00M | 0.35% | −10,894−15.1% | Reduced |
| Neuberger Berman Group LLC | 59,724 | $5.93M | 0.01% | +30,205+102.3% | Added |
| LPL Financial LLC | 59,634 | $5.89M | 0.01% | +4,010+7.2% | Added |
| Palmer Knight Co | 58,050 | $5.74M | 5.40% | +3,234+5.9% | Added |
| Captrust Financial Advisors | 56,377 | $5.57M | 0.03% | +3,533+6.7% | Added |
| Royal London Asset Management Ltd | 54,814 | $5.42M | 0.03% | −1,133−2.0% | Reduced |
| PFS Investments Inc. | 54,586 | $5.39M | 0.12% | +13,599+33.2% | Added |
| American International Group, Inc. | 54,228 | $5.36M | 0.04% | −1,335−2.4% | Reduced |
| 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 |
| 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 |
| State of Michigan Retirement System | 52,544 | $5.19M | 0.04% | 00.0% | Unchanged |
| MetLife Investment Management | 52,211 | $5.16M | 0.04% | −799−1.5% | Reduced |
| Cubist Systematic Strategies, LLC | 52,096 | $5.15M | 0.04% | +52,096 | New |
| Truist Financial Corp | 51,891 | $5.13M | 0.01% | −5,755−10.0% | Reduced |
| Resources Management Corp | 61,400 | $5.04M | 0.87% | +60,928+12,908.5% | Added |
| Point72 Asset Management, L.P. | 50,695 | $5.01M | 0.02% | +50,695 | New |
| IFP Advisors, Inc | 50,656 | $4.98M | 0.15% | +1,015+2.0% | Added |
| AQR Capital Management LLC | 50,342 | $4.97M | 0.01% | −29,023−36.6% | Reduced |
| Parkwood LLC | 50,303 | $4.97M | 1.06% | −15,747−23.8% | Reduced |
| Amalgamated Bank | 50,188 | $4.96M | 0.05% | −9,367−15.7% | Reduced |
| Creative Planning | 49,996 | $4.94M | 0.01% | +6,303+14.4% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 49,911 | $4.93M | 0.66% | −3,108−5.9% | Reduced |
| Swiss Life Asset Management Ltd | 48,997 | $4.84M | 0.08% | +2,511+5.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 48,733 | $4.82M | 0.02% | −18,634−27.7% | Reduced |
| Stephens Inc | 48,351 | $4.78M | 0.10% | −1,812−3.6% | Reduced |
| Raymond James Trust N.A. | 47,756 | $4.72M | 0.18% | −352−0.7% | Reduced |
| EHP Funds Inc. | 45,500 | $4.50M | 0.99% | +1,750+4.0% | Added |
| First Republic Investment Management, Inc. | 45,246 | $4.47M | 0.01% | +2,262+5.3% | Added |
| Industrial Alliance Investment Management Inc. | 44,890 | $4.44M | 0.13% | +7,930+21.5% | Added |
| Prudential PLC | 44,698 | $4.42M | 0.07% | +40,015+854.5% | Added |
| Cahaba Wealth Management, Inc. | 44,571 | $4.40M | 0.61% | +20.0% | Added |
| Leuthold Group, LLC | 43,718 | $4.32M | 0.65% | −531−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 43,220 | $4.27M | 0.01% | −19,963−31.6% | Reduced |
| Freemont Management S.A. | 42,400 | $4.19M | 0.76% | −1,100−2.5% | Reduced |
| Siemens Fonds Invest GmbH | 42,282 | $4.18M | 0.48% | +1,185+2.9% | Added |
| Peterson Wealth Services | 41,898 | $4.14M | 2.94% | +499+1.2% | Added |
| Fifth Third Bancorp | 41,024 | $4.05M | 0.02% | +6,785+19.8% | Added |
| Westfield Capital Management Co LP | 40,095 | $3.96M | 0.03% | 00.0% | Unchanged |
| Tower Bridge Advisors | 39,766 | $3.93M | 0.35% | 00.0% | Unchanged |