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, Q4 2022
Institutional positions in Raymond James Financial Inc as of Dec 31, 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
- 701
- +51 vs. Q3 2022
- Shares held
- 163.4M
- +2.97M (+1.9%) vs. Q3 2022
- Total value
- $17.5B
- +$1.60B (+10.1%) vs. Q3 2022
- New holders
- 106
- 212 more added
- Sold out
- 55
- 270 more reduced
16 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 23,255,887 | $2.48B | 0.07% | +165,083+0.7% | Added |
| BlackRock Inc. | 16,897,826 | $1.81B | 0.06% | −583,273−3.3% | Reduced |
| Primecap Management Co | 13,059,887 | $1.40B | 1.28% | −479,440−3.5% | Reduced |
| Wellington Management Group LLP | 9,564,549 | $1.02B | 0.20% | −261,813−2.7% | Reduced |
| FMR LLC | 8,367,779 | $894.1M | 0.09% | +3,224,342+62.7% | Added |
| State Street Corp | 8,327,319 | $893.2M | 0.05% | −13,728−0.2% | Reduced |
| JPMorgan Chase & Co | 5,428,007 | $580.0M | 0.08% | +837,121+18.2% | Added |
| Geode Capital Management, LLC | 3,941,673 | $420.4M | 0.06% | +50,903+1.3% | Added |
| Massachusetts Financial Services Co | 2,737,060 | $292.5M | 0.10% | −43,153−1.6% | Reduced |
| Morgan Stanley | 2,278,272 | $243.4M | 0.03% | +591,327+35.1% | Added |
| Invesco Ltd. | 2,205,454 | $235.7M | 0.07% | +308,943+16.3% | Added |
| Brave Warrior Advisors, LLC | 2,187,451 | $233.7M | 7.37% | −50,974−2.3% | Reduced |
| Agf Management Ltd | 2,154,376 | $230.2M | 1.67% | +2,154,376 | New |
| Northern Trust Corp | 2,131,900 | $227.8M | 0.05% | +2,897+0.1% | Added |
| T. Rowe Price Investment Management, Inc. | 2,014,488 | $215.2M | 0.17% | −5,205−0.3% | Reduced |
| First Trust Advisors LP | 1,952,711 | $208.7M | 0.25% | +1,653,311+552.2% | Added |
| Bank of America Corp | 1,948,062 | $208.2M | 0.03% | −360,906−15.6% | Reduced |
| Norges Bank | 1,935,093 | $206.8M | 0.05% | +83,362+4.5% | Added |
| Earnest Partners LLC | 1,841,854 | $196.8M | 1.21% | −1,259,519−40.6% | Reduced |
| APG Asset Management N.V. | 1,794,782 | $191.8M | 0.36% | −199,677−10.0% | Reduced |
| Mercer Global Advisors Inc | 1,653,265 | $176.7M | 0.88% | −17,439−1.0% | Reduced |
| Bank of New York Mellon Corp | 1,463,336 | $156.4M | 0.04% | −117,279−7.4% | Reduced |
| Legal & General Group Plc | 1,446,338 | $154.5M | 0.06% | −88,273−5.8% | Reduced |
| Southpoint Capital Advisors LP | 1,300,000 | $138.9M | 3.59% | −800,000−38.1% | Reduced |
| Dimensional Fund Advisors LP | 1,257,914 | $134.4M | 0.05% | −66,812−5.0% | Reduced |
| Harfst & Associates, Inc. | 1,115,452 | $119.2M | 34.37% | +140.0% | Added |
| Citadel Advisors LLC | 1,113,059 | $118.9M | 0.14% | +509,078+84.3% | Added |
| Goldman Sachs Group Inc | 1,033,210 | $110.4M | 0.03% | −198,995−16.1% | Reduced |
| Holocene Advisors, LP | 1,032,570 | $110.3M | 0.68% | +159,244+18.2% | Added |
| Charles Schwab Investment Management Inc | 999,276 | $106.8M | 0.03% | +16,219+1.6% | Added |
| UBS Asset Management Americas Inc | 998,828 | $106.7M | 0.06% | +41,676+4.4% | Added |
| Congress Asset Management Co | 991,012 | $105.9M | 1.06% | −325,336−24.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 922,042 | $98.5M | 0.67% | +57,921+6.7% | Added |
| Price T Rowe Associates Inc | 825,360 | $88.2M | 0.01% | −16,779−2.0% | Reduced |
| Principal Financial Group Inc | 672,109 | $71.8M | 0.05% | −8,939−1.3% | Reduced |
| Nuveen Asset Management, LLC | 667,736 | $71.3M | 0.03% | −2,161−0.3% | Reduced |
| Millennium Management LLC | 625,476 | $66.8M | 0.07% | +476,412+319.6% | Added |
| Credit Suisse AG | 614,243 | $65.6M | 0.07% | +359,735+141.3% | Added |
| Fisher Asset Management, LLC | 595,310 | $63.6M | 0.04% | −401,455−40.3% | Reduced |
| Palisade Capital Management LLC | 578,515 | $61.8M | 1.66% | −6,360−1.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 554,681 | $59.3M | 0.05% | −4,138−0.7% | Reduced |
| Amundi | 522,953 | $58.5M | 0.03% | +19,509+3.9% | Added |
| Schroder Investment Management Group | 538,339 | $57.5M | 0.09% | −238,210−30.7% | Reduced |
| Deutsche Bank AG | 538,027 | $57.5M | 0.03% | −34,179−6.0% | Reduced |
| Premier Fund Managers Ltd | 526,000 | $56.8M | 2.21% | 00.0% | Unchanged |
| SEI Investments Co | 520,684 | $55.6M | 0.12% | +1,058+0.2% | Added |
| Russell Investments Group, Ltd. | 472,454 | $50.5M | 0.10% | +47,968+11.3% | Added |
| California Public Employees Retirement System | 461,103 | $49.3M | 0.04% | +4,453+1.0% | Added |
| American Century Companies Inc | 441,862 | $47.2M | 0.04% | +43,815+11.0% | Added |
| Barclays PLC | 439,204 | $46.9M | 0.04% | +127,941+41.1% | Added |
| Rhumbline Advisers | 398,874 | $42.6M | 0.06% | +19,332+5.1% | Added |
| Macquarie Group Ltd | 391,145 | $41.8M | 0.05% | −35,726−8.4% | Reduced |
| Wells Fargo & Company | 383,940 | $41.0M | 0.01% | −81,610−17.5% | Reduced |
| Advent International Corp | 376,752 | $40.3M | 0.47% | 00.0% | Unchanged |
| HSBC Holdings PLC | 367,325 | $39.2M | 0.05% | +134,297+57.6% | Added |
| Envestnet Asset Management Inc | 363,282 | $38.8M | 0.02% | −25,324−6.5% | Reduced |
| Thrivent Financial for Lutherans | 362,920 | $38.8M | 0.10% | −956,170−72.5% | Reduced |
| New York State Common Retirement Fund | 354,233 | $37.8M | 0.05% | −211,989−37.4% | Reduced |
| D. E. Shaw & Co., Inc. | 348,952 | $37.3M | 0.06% | +283,969+437.0% | Added |
| UBS Group AG | 341,044 | $36.4M | 0.02% | +64,370+23.3% | Added |
| Alliancebernstein L.P. | 333,089 | $35.6M | 0.02% | +9,387+2.9% | Added |
| Putnam Investments LLC | 330,488 | $35.3M | 0.06% | +24,561+8.0% | Added |
| Royal Bank of Canada | 330,096 | $35.3M | 0.01% | −37,430−10.2% | Reduced |
| California State Teachers Retirement System | 325,209 | $34.7M | 0.05% | +7,759+2.4% | Added |
| Raymond James & Associates | 316,489 | $33.8M | 0.03% | +12,623+4.2% | Added |
| Davis Asset Management, L.P. | 300,000 | $32.1M | 1.79% | 00.0% | Unchanged |
| FIL Ltd | 299,176 | $32.0M | 0.04% | −34,703−10.4% | Reduced |
| Iat Reinsurance Co Ltd. | 298,125 | $31.9M | 6.30% | 00.0% | Unchanged |
| National Pension Service | 291,774 | $31.2M | 0.06% | −7,351−2.5% | Reduced |
| Glenmede Trust Co NA | 289,460 | $30.9M | 0.18% | −194,982−40.2% | Reduced |
| Lord, Abbett & Co. LLC | 288,165 | $30.8M | 0.11% | +261,564+983.3% | Added |
| Manufacturers Life Insurance Company, The | 287,790 | $30.8M | 0.02% | −55,077−16.1% | Reduced |
| Martingale Asset Management L P | 286,201 | $30.6M | 0.60% | −64,268−18.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 282,510 | $30.2M | 2.32% | +1,000+0.4% | Added |
| TD Asset Management Inc | 272,119 | $29.1M | 0.04% | −34,032−11.1% | Reduced |
| Ameriprise Financial Inc | 265,639 | $28.4M | 0.01% | +51,166+23.9% | Added |
| Pinnacle Associates Ltd | 253,254 | $27.1M | 0.59% | −4,292−1.7% | Reduced |
| Nordea Investment Management AB | 241,261 | $25.8M | 0.04% | −6,709−2.7% | Reduced |
| Renaissance Group LLC | 241,029 | $25.8M | 1.26% | −7,448−3.0% | Reduced |
| New York State Teachers Retirement System | 237,815 | $25.4M | 0.06% | −5,866−2.4% | Reduced |
| Qube Research & Technologies Ltd | 236,253 | $25.2M | 0.15% | +168,068+246.5% | Added |
| State Board of Administration of Florida Retirement System | 224,731 | $24.0M | 0.06% | +2,730+1.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 218,997 | $23.4M | 1.26% | −1,356−0.6% | Reduced |
| Bank of Montreal | 208,335 | $22.5M | 0.02% | +6,396+3.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 210,274 | $22.5M | 0.05% | +2,194+1.1% | Added |
| Geneva Capital Management LLC | 203,237 | $21.7M | 0.49% | −26,694−11.6% | Reduced |
| Nicholas Company, Inc. | 198,274 | $21.2M | 0.45% | −16,635−7.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 196,950 | $21.0M | 0.05% | −900−0.5% | Reduced |
| Renaissance Technologies LLC | 196,437 | $21.0M | 0.03% | +196,437 | New |
| Prudential Financial Inc | 195,927 | $20.9M | 0.04% | −28,825−12.8% | Reduced |
| PB Investment Partners, L.P. | 186,839 | $20.0M | 17.77% | −7,870−4.0% | Reduced |
| Cookson Peirce & Co Inc | 182,406 | $19.5M | 1.27% | +4,020+2.3% | Added |
| Great West Life Assurance Co | 175,318 | $18.8M | 0.05% | +14,185+8.8% | Added |
| Cubist Systematic Strategies, LLC | 169,915 | $18.2M | 0.16% | +117,819+226.2% | Added |
| State of Alaska, Department of Revenue | 169,822 | $18.1M | 0.23% | −33,150−16.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 168,767 | $18.0M | 0.03% | +50,648+42.9% | Added |
| Federated Hermes, Inc. | 165,381 | $17.7M | 0.05% | −148,022−47.2% | Reduced |
| Natixis Advisors, L.P. | 162,630 | $17.4M | 0.07% | −17,964−9.9% | Reduced |
| Victory Capital Management Inc | 155,497 | $16.6M | 0.02% | +3,150+2.1% | Added |
| Philo Smith Capital Corp | 151,500 | $16.2M | 5.87% | 00.0% | Unchanged |