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 |
|---|---|---|---|---|---|
| Country Trust Bank | 225 | $22.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 206 | $20.0K | 0.01% | +93+82.3% | Added |
| Edge Capital Group, LLC | 202 | $20.0K | 0.00% | +202 | New |
| Private Trust Co NA | 194 | $19.0K | 0.00% | −8−4.0% | Reduced |
| Washington Trust Advisors, Inc. | 190 | $19.0K | 0.00% | +2+1.1% | Added |
| De Burlo Group Inc | 192 | $19.0K | 0.00% | +192 | New |
| Covestor Ltd | 179 | $18.0K | 0.02% | −140−43.9% | Reduced |
| Valley National Advisers Inc | 172 | $18.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 172 | $17.0K | 0.00% | +7+4.2% | Added |
| First Community Trust NA | 163 | $16.0K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 157 | $16.0K | 0.00% | 00.0% | Unchanged |
| Repertoire Partners LP | 150 | $15.0K | 0.01% | −350−70.0% | Reduced |
| First Eagle Investment Management, LLC | 153 | $15.0K | 0.00% | +153 | New |
| Hall Laurie J Trustee | 145 | $14.0K | 0.01% | −70−32.6% | Reduced |
| Princeton Global Asset Management LLC | 145 | $14.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 143 | $14.0K | 0.00% | +17+13.5% | Added |
| Riverview Trust Co | 143 | $14.0K | 0.01% | +143 | New |
| AdvisorNet Financial, Inc | 129 | $13.0K | 0.00% | +81+168.8% | Added |
| Farmers & Merchants Investments Inc | 121 | $12.0K | 0.00% | −126−51.0% | Reduced |
| Harbour Investments, Inc. | 133 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 120 | $12.0K | 0.00% | +10+9.1% | Added |
| Crewe Advisors LLC | 122 | $12.0K | 0.00% | +32+35.6% | Added |
| Prestige Wealth Management Group LLC | 111 | $11.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 116 | $11.0K | 0.00% | +107+1,188.9% | Added |
| Hexagon Capital Partners LLC | 100 | $10.0K | 0.00% | +15+17.6% | Added |
| Trustcore Financial Services, LLC | 103 | $10.0K | 0.00% | +103 | New |
| MUFG Americas Holdings Corp | 79 | $8.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 78 | $8.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 83 | $8.00K | 0.00% | +83 | New |
| Plante Moran Financial Advisors, LLC | 78 | $8.00K | 0.00% | +78 | New |
| HM Payson & Co | 73 | $7.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 65 | $6.00K | 0.00% | −12−15.6% | Reduced |
| Covington Capital Management | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 58 | $6.00K | 0.01% | +7+13.7% | Added |
| Absolute Capital Management, LLC | 61 | $6.00K | 0.01% | +61 | New |
| Copeland Capital Management, LLC | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 55 | $5.00K | 0.00% | +33+150.0% | Added |
| Capital Advisors, Ltd. LLC | 50 | $5.00K | 0.00% | +50 | New |
| KB Financial Partners, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 31 | $3.00K | 0.00% | +8+34.8% | Added |
| Raffa Wealth Management, LLC | 30 | $2.96K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 15 | $1.49K | 0.00% | +15 | New |
| Surevest, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 13 | $1.00K | 0.00% | +13 | New |
| First Financial Corp | 11 | $1.00K | 0.00% | +11 | New |
| Bourgeon Capital Management LLC | 12 | $1.00K | 0.00% | +12 | New |
| HWG Holdings LP | 8 | $1.00K | 0.00% | +8 | New |
| Larson Financial Group LLC | 10 | $1.00K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 19 | $1.00K | 0.00% | +19 | New |
| West Paces Advisors Inc. | 6 | $593 | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |