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 |
|---|---|---|---|---|---|
| Connable Office Inc | 5,238 | $518.0K | 0.08% | −160−3.0% | Reduced |
| Bank of Nova Scotia | 5,227 | $517.0K | 0.00% | −714−12.0% | Reduced |
| HBK Sorce Advisory LLC | 5,203 | $514.0K | 0.03% | +805+18.3% | Added |
| Integrated Investment Consultants, LLC | 5,124 | $506.0K | 0.20% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 5,024 | $497.0K | 0.00% | +1,119+28.7% | Added |
| Dock Street Asset Management Inc | 4,979 | $492.0K | 0.12% | 00.0% | Unchanged |
| AE Wealth Management LLC | 4,961 | $490.0K | 0.00% | +238+5.0% | Added |
| Gateway Investment Advisers LLC | 4,920 | $486.0K | 0.01% | +1,306+36.1% | Added |
| Swedbank AB | 4,904 | $484.6K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 4,874 | $483.3K | 0.01% | −3,076−38.7% | Reduced |
| Pathstone Family Office, LLC | 4,676 | $477.7K | 0.01% | +1,795+62.3% | Added |
| Ieq Capital, LLC | 4,721 | $467.0K | 0.01% | +856+22.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,631 | $458.0K | 0.01% | −39,491−89.5% | Reduced |
| Corient Capital Partners, LLC | 5,100 | $456.0K | 0.04% | +357+7.5% | Added |
| Assenagon Asset Management S.A. | 4,612 | $456.0K | 0.00% | +4,612 | New |
| Kestra Private Wealth Services, LLC | 4,576 | $452.0K | 0.03% | +846+22.7% | Added |
| Baird Financial Group, Inc. | 4,478 | $443.0K | 0.00% | −11,831−72.5% | Reduced |
| Ritholtz Wealth Management | 4,468 | $442.0K | 0.02% | +4,468 | New |
| American Portfolios Advisors | 4,403 | $435.1K | 0.02% | +96+2.2% | Added |
| Global Financial Private Client, LLC | 4,282 | $434.3K | 0.25% | −405−8.6% | Reduced |
| Cetera Investment Advisers | 4,394 | $434.0K | 0.01% | −528−10.7% | Reduced |
| Agate Pass Investment Management, LLC | 4,329 | $428.0K | 0.33% | 00.0% | Unchanged |
| Empirical Finance, LLC | 4,323 | $427.0K | 0.05% | +791+22.4% | Added |
| Voloridge Investment Management, LLC | 4,313 | $426.0K | 0.00% | +4,313 | New |
| Redpoint Investment Management Pty Ltd | 4,158 | $411.0K | 0.06% | 00.0% | Unchanged |
| Central Bank & Trust Co | 4,136 | $409.0K | 0.09% | +4,136 | New |
| Cetera Advisor Networks LLC | 4,072 | $402.0K | 0.00% | −28−0.7% | Reduced |
| Contravisory Investment Management, Inc. | 4,045 | $400.0K | 0.13% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 4,735 | $400.0K | 0.01% | +1,621+52.1% | Added |
| GWM Advisors LLC | 4,050 | $400.0K | 0.01% | +4,050 | New |
| Greenleaf Trust | 4,040 | $399.0K | 0.01% | −90−2.2% | Reduced |
| Harbor Investment Advisory, LLC | 4,031 | $398.0K | 0.07% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 4,015 | $397.0K | 0.03% | +4,015 | New |
| SG Americas Securities, LLC | 4,012 | $396.0K | 0.01% | −65,411−94.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $395.0K | 0.07% | 00.0% | Unchanged |
| Bowman & Co S.C. | 4,000 | $395.0K | 0.36% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 3,954 | $391.0K | 0.04% | −366−8.5% | Reduced |
| Shulman DeMeo Asset Management LLC | 3,951 | $390.0K | 0.14% | −63−1.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,925 | $388.0K | 0.01% | +30+0.8% | Added |
| Essex Financial Services, Inc. | 3,916 | $387.0K | 0.05% | +8+0.2% | Added |
| Wolverine Trading, LLC | 3,929 | $386.0K | 0.01% | −4,570−53.8% | Reduced |
| Huntington National Bank | 3,760 | $372.0K | 0.00% | −242−6.0% | Reduced |
| Great Valley Advisor Group, Inc. | 3,765 | $372.0K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 3,725 | $368.0K | 0.41% | +149+4.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,700 | $366.0K | 0.00% | +3,700 | New |
| Snowden Capital Advisors LLC | 3,645 | $360.0K | 0.02% | −35−1.0% | Reduced |
| Symmetry Partners, LLC | 3,604 | $356.0K | 0.02% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 3,546 | $350.0K | 0.09% | −100−2.7% | Reduced |
| Harvest Fund Management Co., Ltd | 3,530 | $349.0K | 0.10% | +344+10.8% | Added |
| PSI Advisors, LLC | 3,407 | $337.0K | 0.18% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,397 | $336.0K | 0.14% | −15−0.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,375 | $334.0K | 0.03% | +201+6.3% | Added |
| Toroso Investments, LLC | 3,382 | $334.0K | 0.01% | +558+19.8% | Added |
| Los Angeles Capital Management LLC | 3,369 | $333.0K | 0.00% | −48,731−93.5% | Reduced |
| Balasa Dinverno & Foltz LLC | 3,365 | $333.0K | 0.02% | +3,365 | New |
| Wetherby Asset Management Inc | 3,351 | $331.0K | 0.02% | +410+13.9% | Added |
| Northwestern Mutual Wealth Management Co | 3,319 | $328.0K | 0.00% | −50−1.5% | Reduced |
| Fulton Bank, N.A. | 3,321 | $328.0K | 0.02% | +209+6.7% | Added |
| IFG Advisory, LLC | 3,282 | $324.0K | 0.03% | −1,006−23.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,159 | $312.0K | 0.14% | +2+0.1% | Added |
| NuWave Investment Management, LLC | 3,139 | $310.0K | 0.36% | +3,139 | New |
| Pearl River Capital, LLC | 3,135 | $310.0K | 0.06% | +3,135 | New |
| TruWealth Advisors, LLC | 3,123 | $309.0K | 0.03% | +195+6.7% | Added |
| Veriti Management LLC | 3,120 | $308.0K | 0.04% | +222+7.7% | Added |
| Knowledge Leaders Capital, LLC | 3,077 | $304.0K | 0.39% | −5,605−64.6% | Reduced |
| Clarus Group, Inc. | 3,077 | $304.0K | 0.28% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,065 | $303.0K | 0.04% | +55+1.8% | Added |
| Nicholas Hoffman & Company, LLC. | 3,033 | $300.0K | 0.01% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 3,015 | $298.0K | 0.17% | −390−11.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,007 | $297.2K | 0.00% | +102+3.5% | Added |
| Meeder Asset Management Inc | 2,992 | $296.0K | 0.02% | +524+21.2% | Added |
| Pitcairn Co | 2,976 | $294.0K | 0.03% | −89−2.9% | Reduced |
| Moseley Investment Management Inc | 2,971 | $294.0K | 0.22% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 2,971 | $293.0K | 0.00% | +2,971 | New |
| FDx Advisors, Inc. | 2,951 | $292.0K | 0.01% | −1,725−36.9% | Reduced |
| Novare Capital Management LLC | 2,930 | $290.0K | 0.04% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 2,936 | $290.0K | 0.04% | +20+0.7% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,925 | $289.0K | 0.06% | 00.0% | Unchanged |
| Proequities, Inc. | 2,896 | $287.0K | 0.03% | −86−2.9% | Reduced |
| Royce & Associates LP | 2,900 | $287.0K | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 2,900 | $287.0K | 0.01% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,898 | $286.0K | 0.06% | −48−1.6% | Reduced |
| Metis Global Partners, LLC | 2,877 | $284.0K | 0.05% | +45+1.6% | Added |
| Avantax Advisory Services, Inc. | 2,852 | $282.0K | 0.00% | +48+1.7% | Added |
| Canandaigua National Corp | 2,839 | $281.0K | 0.05% | −16−0.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,837 | $280.0K | 0.02% | −74−2.5% | Reduced |
| Quad-Cities Investment Group, LLC | 2,835 | $280.0K | 0.22% | −30−1.0% | Reduced |
| Sutton Wealth Advisors Inc. | 2,773 | $274.0K | 0.11% | +3+0.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,775 | $274.0K | 0.05% | +459+19.8% | Added |
| Arthur M. Cohen & Associates, LLC | 2,750 | $272.0K | 0.07% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 2,745 | $271.0K | 0.03% | +2,745 | New |
| Evercore Wealth Management, LLC | 2,728 | $270.0K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,724 | $269.0K | 0.07% | −1,583−36.8% | Reduced |
| Stratos Wealth Partners, LTD. | 2,720 | $269.0K | 0.01% | −1,067−28.2% | Reduced |
| Natixis Investment Managers International | 2,727 | $269.0K | 0.02% | −110−3.9% | Reduced |
| Calton & Associates, Inc. | 2,715 | $268.0K | 0.15% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,700 | $267.0K | 0.15% | 00.0% | Unchanged |
| Seeyond | 2,689 | $265.0K | 0.03% | −148−5.2% | Reduced |
| Checchi Capital Advisers, LLC | 2,659 | $263.0K | 0.03% | −38−1.4% | Reduced |
| Legacy Financial Advisors, Inc. | 2,661 | $263.0K | 0.06% | +120+4.7% | Added |