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 |
|---|---|---|---|---|---|
| Empire Life Investments Inc. | 14,267 | $1.41M | 0.11% | +160+1.1% | Added |
| Storebrand Asset Management AS | 14,212 | $1.40M | 0.01% | +1,101+8.4% | Added |
| Park Avenue Securities LLC | 14,112 | $1.40M | 0.03% | −2,847−16.8% | Reduced |
| Heritage Wealth Advisors | 14,103 | $1.39M | 0.10% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 14,021 | $1.39M | 1.25% | +16+0.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,914 | $1.38M | 0.03% | +251+1.8% | Added |
| Intech Investment Management LLC | 13,883 | $1.37M | 0.01% | −89,676−86.6% | Reduced |
| STRS Ohio | 13,839 | $1.37M | 0.01% | −2,867−17.2% | Reduced |
| OPSEU Pension Plan Trust Fund | 13,447 | $1.35M | 0.36% | −1,602−10.6% | Reduced |
| 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 |
| Alberta Investment Management Corp | 13,184 | $1.30M | 0.01% | +13,184 | New |
| Clearbridge Investments, LLC | 13,076 | $1.29M | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 12,916 | $1.28M | 0.01% | +792+6.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,780 | $1.26M | 0.03% | −171−1.3% | Reduced |
| Guggenheim Capital LLC | 12,639 | $1.25M | 0.01% | +5,727+82.9% | Added |
| Louisiana State Employees Retirement System | 12,400 | $1.23M | 0.04% | +100+0.8% | Added |
| Sabal Trust CO | 12,260 | $1.21M | 0.09% | 00.0% | Unchanged |
| Norinchukin Bank, The | 12,249 | $1.21M | 0.02% | +1,534+14.3% | Added |
| HRT Financial LP | 12,191 | $1.20M | 0.01% | +12,191 | New |
| One + One Wealth Management, LLC | 12,110 | $1.20M | 0.97% | −149−1.2% | Reduced |
| CTC Capital Management, LLC | 12,100 | $1.20M | 0.99% | +12,100 | New |
| O'Shaughnessy Asset Management, LLC | 11,737 | $1.16M | 0.02% | +250+2.2% | Added |
| Metropolitan Life Insurance Co | 11,320 | $1.12M | 0.05% | −145−1.3% | Reduced |
| Oxford Financial Group Ltd | 11,299 | $1.12M | 0.17% | −40.0% | Reduced |
| Phoenix Holdings Ltd. | 11,313 | $1.11M | 0.02% | +1,696+17.6% | Added |
| Cumberland Partners Ltd | 10,950 | $1.08M | 0.11% | −350−3.1% | Reduced |
| Veritable, L.P. | 10,733 | $1.06M | 0.02% | −145−1.3% | Reduced |
| Mariner, LLC | 10,557 | $1.04M | 0.00% | +10,557 | New |
| Duality Advisers, LP | 10,452 | $1.03M | 0.11% | +5,599+115.4% | Added |
| Vestcor Inc | 10,236 | $1.01M | 0.04% | −2,804−21.5% | Reduced |
| New Mexico Educational Retirement Board | 9,975 | $986.0K | 0.05% | −400−3.9% | Reduced |
| Montag & Caldwell, LLC | 9,914 | $980.0K | 0.15% | +114+1.2% | Added |
| Capula Management Ltd | 9,760 | $964.0K | 0.12% | +9,760 | New |
| Western Wealth Management, LLC | 8,087 | $962.0K | 0.06% | +242+3.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 9,668 | $955.0K | 0.28% | +638+7.1% | Added |
| Bradley Foster & Sargent Inc | 9,515 | $940.0K | 0.03% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 9,434 | $932.0K | 0.24% | +9,434 | New |
| Gofen & Glossberg LLC | 9,217 | $911.0K | 0.03% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 9,122 | $902.0K | 0.79% | −199−2.1% | Reduced |
| RMB Capital Management, LLC | 9,100 | $899.0K | 0.03% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 8,850 | $875.0K | 0.59% | 00.0% | Unchanged |
| Consolidated Planning Corp | 8,821 | $872.0K | 0.27% | −70−0.8% | Reduced |
| Lido Advisors, LLC | 7,299 | $862.0K | 0.02% | −4,672−39.0% | Reduced |
| 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 |
| Trust Co of Toledo NA | 8,460 | $836.0K | 0.16% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 8,450 | $835.0K | 0.09% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,364 | $826.5K | 0.00% | 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 |
| Achmea Investment Management B.V. | 8,335 | $824.0K | 0.03% | 00.0% | Unchanged |
| Keybank National Association | 8,317 | $822.0K | 0.00% | −286−3.3% | Reduced |
| 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 |
| B. Metzler seel. Sohn & Co. AG | 8,196 | $810.0K | 0.01% | +1,701+26.2% | Added |
| Capital Investment Advisors, LLC | 8,017 | $792.0K | 0.03% | −16−0.2% | Reduced |
| Virginia Retirement Systems Et Al | 8,000 | $790.6K | 0.01% | +8,000 | New |
| Kestra Advisory Services, LLC | 7,868 | $778.0K | 0.01% | −1,571−16.6% | Reduced |
| 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 |
| Bailey Value Limited Partnership | 7,500 | $741.0K | 1.28% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 7,463 | $737.5K | 0.09% | +7+0.1% | Added |
| Everence Capital Management Inc | 7,440 | $735.0K | 0.07% | +3,790+103.8% | Added |
| Quantinno Capital Management LP | 7,397 | $731.0K | 0.09% | +3,296+80.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,214 | $713.0K | 0.02% | −556−7.2% | Reduced |
| Covenant Partners, LLC | 7,122 | $704.0K | 0.34% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 7,113 | $703.0K | 0.10% | +1,534+27.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,962 | $688.0K | 0.06% | +320+4.8% | Added |
| J. W. Coons Advisors, LLC | 6,781 | $670.0K | 0.25% | +490+7.8% | Added |
| Texas Yale Capital Corp. | 6,750 | $667.0K | 0.04% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 6,731 | $665.0K | 0.03% | −294−4.2% | Reduced |
| 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 |
| 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 |
| Guinness Asset Management LTD | 6,492 | $642.0K | 0.02% | −562−8.0% | Reduced |
| Yorktown Management & Research Co Inc | 6,450 | $637.0K | 0.83% | 00.0% | Unchanged |
| DCM Advisors, LLC | 6,363 | $628.8K | 0.32% | +2,004+46.0% | Added |
| 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 |
| Ethic Inc. | 6,242 | $617.0K | 0.04% | +6,242 | New |
| Jackson Creek Investment Advisors LLC | 6,163 | $609.0K | 0.29% | +35+0.6% | Added |
| Williams Jones Wealth Management, LLC. | 6,144 | $607.0K | 0.01% | +308+5.3% | Added |
| Qtron Investments LLC | 6,093 | $602.0K | 0.15% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 6,006 | $594.0K | 0.01% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 5,942 | $587.0K | 0.21% | −497−7.7% | Reduced |
| Forum Financial Management, LP | 5,933 | $586.0K | 0.03% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,915 | $585.0K | 0.01% | −8−0.1% | Reduced |
| Bill Few Associates, Inc. | 5,845 | $577.0K | 0.39% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 5,824 | $576.0K | 0.01% | −13−0.2% | Reduced |
| Systematic Alpha Investments, LLC | 5,700 | $563.0K | 0.03% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 5,691 | $562.0K | 0.19% | +713+14.3% | Added |
| Wealthspire Advisors, LLC | 5,678 | $561.0K | 0.01% | +48+0.9% | Added |
| Martin Capital Partners, LLC | 5,561 | $550.0K | 0.26% | +1,469+35.9% | Added |
| Tranquility Partners, LLC | 5,542 | $548.0K | 0.30% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 5,500 | $544.0K | 0.71% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5,407 | $534.3K | 0.03% | −15−0.3% | Reduced |
| Intrust Bank NA | 5,344 | $528.0K | 0.08% | +101+1.9% | Added |
| Silvercrest Asset Management Group LLC | 5,278 | $522.0K | 0.00% | +112+2.2% | Added |