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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 2,586 | $254.0K | 0.00% | −419−13.9% | Reduced |
| Convergence Investment Partners, LLC | 2,539 | $251.0K | 0.16% | +2,539 | New |
| Wedbush Securities Inc | 2,531 | $250.0K | 0.01% | −2−0.1% | Reduced |
| Vantage Consulting Group Inc | 2,518 | $249.0K | 0.15% | −338−11.8% | Reduced |
| Syntax Advisors, LLC | 2,518 | $249.0K | 0.21% | −338−11.8% | Reduced |
| Cerity Partners LLC | 2,507 | $248.0K | 0.00% | −280−10.0% | Reduced |
| Nations Financial Group Inc, | 2,503 | $247.0K | 0.04% | −143−5.4% | Reduced |
| H. L. Ormond & Company, LLC | 2,500 | $247.0K | 0.40% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,458 | $244.0K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,430 | $241.0K | 0.00% | +2,430 | New |
| Banque Cantonale Vaudoise | 2,400 | $237.0K | 0.01% | 00.0% | Unchanged |
| Balentine LLC | 2,376 | $235.0K | 0.01% | −2,690−53.1% | Reduced |
| Cigna Investments Inc | 2,378 | $235.0K | 0.05% | −110−4.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,384 | $235.0K | 0.01% | 00.0% | Unchanged |
| Appleton Partners Inc | 2,300 | $227.0K | 0.02% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 2,302 | $227.0K | 0.02% | +2,302 | New |
| Rockefeller Capital Management L.P. | 2,272 | $224.0K | 0.00% | +893+64.8% | Added |
| AlphaCentric Advisors LLC | 2,263 | $224.0K | 0.23% | +2,263 | New |
| SeaCrest Wealth Management, LLC | 2,232 | $221.0K | 0.03% | +664+42.3% | Added |
| Virtu Financial LLC | 2,238 | $221.0K | 0.02% | +2,238 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,240 | $221.0K | 0.04% | +2,240 | New |
| First Bank & Trust | 2,220 | $220.0K | 0.08% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,225 | $220.0K | 0.03% | +2,225 | New |
| Rehmann Capital Advisory Group | 2,226 | $220.0K | 0.02% | +2,226 | New |
| American Trust | 2,452 | $219.0K | 0.02% | −443−15.3% | Reduced |
| YHB Investment Advisors, Inc. | 2,206 | $218.0K | 0.02% | +2,206 | New |
| Horizon Family Wealth, Inc. | 2,206 | $218.0K | 0.27% | +2,206 | New |
| Arbor Investment Advisors, LLC | 2,181 | $216.0K | 0.05% | +2,181 | New |
| Trust Asset Management LLC | 2,173 | $215.0K | 0.03% | +2,173 | New |
| Profund Advisors LLC | 2,164 | $214.0K | 0.02% | +2,164 | New |
| 55I, LLC | 2,146 | $212.0K | 0.01% | +2,146 | New |
| Financial Insights, Inc. | 2,115 | $209.0K | 0.14% | +2,115 | New |
| CWM, LLC | 2,078 | $205.0K | 0.00% | +231+12.5% | Added |
| First Horizon Advisors, Inc. | 1,940 | $191.0K | 0.01% | −2,055−51.4% | Reduced |
| Ci Investments Inc. | 1,910 | $189.0K | 0.00% | +208+12.2% | Added |
| Bessemer Group Inc | 1,849 | $182.0K | 0.00% | +885+91.8% | Added |
| Central Trust Co | 1,822 | $180.0K | 0.01% | −807−30.7% | Reduced |
| Wipfli Financial Advisors LLC, | 1,810 | $179.0K | 0.01% | +1,810 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,741 | $172.0K | 0.01% | −769−30.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,700 | $168.0K | 0.05% | −120−6.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,750 | $156.0K | 0.00% | +333+23.5% | Added |
| Ossiam | 1,511 | $149.0K | 0.00% | −50,805−97.1% | Reduced |
| Deane Retirement Strategies, Inc. | 1,507 | $149.0K | 0.09% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,500 | $148.0K | 0.09% | +613+69.1% | Added |
| Endurance Wealth Management, Inc. | 1,400 | $138.0K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 1,361 | $135.0K | 0.00% | −6,412−82.5% | Reduced |
| Quadrant Capital Group LLC | 1,321 | $131.0K | 0.02% | +245+22.8% | Added |
| State of Wyoming | 1,244 | $123.0K | 0.06% | −37−2.9% | Reduced |
| Smithfield Trust Co | 1,180 | $117.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,174 | $116.0K | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,176 | $116.0K | 0.01% | +1,176 | New |
| Standard Family Office LLC | 1,173 | $116.0K | 0.05% | +1,173 | New |
| Coastal Capital Group, Inc. | 1,122 | $111.0K | 0.03% | +1+0.1% | Added |
| EverSource Wealth Advisors, LLC | 1,066 | $106.0K | 0.02% | +154+16.9% | Added |
| Parallel Advisors, LLC | 1,062 | $105.0K | 0.00% | +301+39.6% | Added |
| FourThought Financial, LLC | 1,054 | $104.0K | 0.02% | +188+21.7% | Added |
| Penserra Capital Management LLC | 992 | $98.0K | 0.00% | +24+2.5% | Added |
| Lindbrook Capital, LLC | 958 | $95.0K | 0.02% | +226+30.9% | Added |
| Itau Unibanco Holding S.A. | 956 | $94.0K | 0.00% | +956 | New |
| Caldwell Trust Co | 869 | $85.9K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 826 | $82.0K | 0.00% | −94−10.2% | Reduced |
| Arlington Partners LLC | 830 | $82.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 723 | $71.0K | 0.00% | −14−1.9% | Reduced |
| Cambridge Trust Co | 717 | $71.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 719 | $71.0K | 0.01% | +719 | New |
| Moisand Fitzgerald Tamayo, LLC | 679 | $67.0K | 0.02% | −65−8.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 647 | $64.0K | 0.00% | +375+137.9% | Added |
| Ellevest, Inc. | 617 | $61.0K | 0.01% | +617 | New |
| Toth Financial Advisory Corp | 610 | $60.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 590 | $58.0K | 0.00% | +523+780.6% | Added |
| CVA Family Office, LLC | 572 | $57.0K | 0.02% | +155+37.2% | Added |
| Virtus Investment Advisers, Inc. | 556 | $55.0K | 0.03% | +556 | New |
| Atlas Capital Advisors LLC | 548 | $54.2K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 512 | $51.0K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $49.0K | 0.03% | +500 | New |
| Exchange Traded Concepts, LLC | 479 | $47.0K | 0.00% | −1,057−68.8% | Reduced |
| Parkside Financial Bank & Trust | 481 | $47.0K | 0.02% | +1+0.2% | Added |
| Global Retirement Partners, LLC | 398 | $47.0K | 0.00% | +44+12.4% | Added |
| Point72 Hong Kong Ltd | 466 | $46.0K | 0.00% | −30,534−98.5% | Reduced |
| Deseret Mutual Benefit Administrators | 470 | $46.0K | 0.01% | −112−19.2% | Reduced |
| Pinnacle Financial Partners Inc | 442 | $44.0K | 0.00% | +442 | New |
| Tilia Fiduciary Partners, Inc. | 398 | $42.0K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 407 | $40.0K | 0.00% | +25+6.5% | Added |
| Geneos Wealth Management Inc. | 400 | $39.0K | 0.00% | −742−65.0% | Reduced |
| Trust Co | 379 | $37.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 359 | $36.0K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 350 | $35.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 345 | $34.0K | 0.02% | −10−2.8% | Reduced |
| Evoke Wealth, LLC | 340 | $34.0K | 0.00% | −3−0.9% | Reduced |
| FinTrust Capital Advisors, LLC | 292 | $30.0K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 300 | $30.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 300 | $30.0K | 0.02% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 270 | $27.0K | 0.00% | −16−5.6% | Reduced |
| Zions Bancorporation, N.A. | 276 | $27.0K | 0.00% | −11−3.8% | Reduced |
| Stephenson National Bank & Trust | 254 | $25.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 256 | $25.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 250 | $25.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 239 | $24.0K | 0.00% | −59−19.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 232 | $23.0K | 0.00% | −600−72.1% | Reduced |
| Glassman Wealth Services | 233 | $23.0K | 0.00% | −30−11.4% | Reduced |