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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 2 | $0 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 1 | $106 | 0.00% | +1 | New |
| Colonial Trust Advisors | 2 | $214 | 0.00% | +2 | New |
| Versant Capital Management, Inc | 3 | $321 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3 | $321 | 0.00% | +3 | New |
| Glass Jacobson Investment Advisors llc | 4 | $427 | 0.00% | +4 | New |
| West Paces Advisors Inc. | 6 | $641 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 7 | $748 | 0.00% | +7 | New |
| TFC Financial Management | 9 | $962 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 10 | $1.00K | 0.00% | +10 | New |
| Larson Financial Group LLC | 10 | $1.07K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 11 | $1.18K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 11 | $1.18K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 12 | $1.28K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 13 | $1.39K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 14 | $1.59K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 16 | $1.71K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 536 | $2.00K | 0.00% | +486+972.0% | Added |
| Wolff Wiese Magana LLC | 20 | $2.14K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 24 | $2.56K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 27 | $2.88K | 0.00% | −2−6.9% | Reduced |
| Disciplined Investments, LLC | 28 | $2.99K | 0.00% | −3−9.7% | Reduced |
| Abound Wealth Management | 28 | $2.99K | 0.00% | +13+86.7% | Added |
| Centerpoint Advisors, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 30 | $3.21K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $3.42K | 0.00% | +13+68.4% | Added |
| McIlrath & Eck, LLC | 32 | $3.45K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 33 | $3.56K | 0.00% | +33 | New |
| BerganKDV Wealth Management, LLC | 33 | $3.58K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 107 | $3.69K | 0.04% | +107 | New |
| KB Financial Partners, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 42 | $4.00K | 0.00% | +42 | New |
| My Personal CFO, LLC | 42 | $4.49K | 0.00% | +42 | New |
| Copeland Capital Management, LLC | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 48 | $5.13K | 0.00% | −74−60.7% | Reduced |
| First Manhattan Co | 52 | $5.56K | 0.00% | +52 | New |
| Washington Trust Advisors, Inc. | 53 | $5.66K | 0.00% | −137−72.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 53 | $5.66K | 0.00% | +53 | New |
| Quent Capital, LLC | 55 | $5.88K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 56 | $5.99K | 0.00% | −9−13.8% | Reduced |
| Concord Wealth Partners | 65 | $6.93K | 0.00% | +65 | New |
| Glen Eagle Advisors, LLC | 66 | $7.05K | 0.00% | +66 | New |
| Cornerstone Planning Group LLC | 67 | $7.53K | 0.00% | +67 | New |
| Plante Moran Financial Advisors, LLC | 78 | $8.33K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 78 | $8.33K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 78 | $8.33K | 0.01% | +20+34.5% | Added |
| HM Payson & Co | 82 | $8.76K | 0.00% | +9+12.3% | Added |
| Clearstead Advisors, LLC | 83 | $8.87K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 95 | $10.0K | 0.00% | −50−34.5% | Reduced |
| Baker Avenue Asset Management, LP | 100 | $10.7K | 0.00% | +100 | New |
| Hexagon Capital Partners LLC | 101 | $10.8K | 0.00% | +1+1.0% | Added |
| Prestige Wealth Management Group LLC | 111 | $11.9K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 116 | $12.4K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 119 | $12.7K | 0.01% | +119 | New |
| Farmers & Merchants Investments Inc | 121 | $12.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 125 | $13.4K | 0.00% | +5+4.2% | Added |
| Edge Capital Group, LLC | 133 | $14.2K | 0.00% | −69−34.2% | Reduced |
| Harbour Investments, Inc. | 134 | $14.3K | 0.00% | +1+0.8% | Added |
| AdvisorNet Financial, Inc | 138 | $14.7K | 0.00% | +9+7.0% | Added |
| MV Capital Management, Inc. | 139 | $14.9K | 0.00% | −4−2.8% | Reduced |
| Riverview Trust Co | 143 | $15.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 145 | $15.0K | 0.00% | 00.0% | Unchanged |
| Repertoire Partners LP | 150 | $16.0K | 0.01% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 153 | $16.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 157 | $16.8K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 163 | $17.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 173 | $18.5K | 0.00% | +1+0.6% | Added |
| Valley National Advisers Inc | 172 | $19.0K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 191 | $20.0K | 0.00% | +191 | New |
| Clear Street Markets LLC | 195 | $21.0K | 0.00% | +195 | New |
| Stephenson National Bank & Trust | 207 | $22.0K | 0.01% | −47−18.5% | Reduced |
| Private Trust Co NA | 205 | $22.0K | 0.00% | +11+5.7% | Added |
| Massmutual Trust Co FSB | 211 | $23.0K | 0.00% | −28−11.7% | Reduced |
| Resurgent Financial Advisors LLC | 219 | $23.4K | 0.01% | +219 | New |
| Fred Alger Management, LLC | 223 | $23.8K | 0.00% | +223 | New |
| Country Trust Bank | 225 | $24.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 232 | $24.9K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 241 | $25.8K | 0.00% | +8+3.4% | Added |
| Denali Advisors LLC | 250 | $26.7K | 0.01% | −100−28.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 250 | $26.7K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 256 | $27.4K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 258 | $27.6K | 0.01% | −212−45.1% | Reduced |
| Addison Advisors LLC | 261 | $27.9K | 0.02% | +55+26.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 270 | $29.0K | 0.00% | 00.0% | Unchanged |
| Mount Lucas Management LP | 277 | $29.6K | 0.01% | −38,827−99.3% | Reduced |
| FinTrust Capital Advisors, LLC | 292 | $31.2K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 300 | $32.1K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 300 | $32.1K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 305 | $32.6K | 0.01% | −305−50.0% | Reduced |
| RFP Financial Group LLC | 323 | $34.5K | 0.02% | +323 | New |
| Tilia Fiduciary Partners, Inc. | 338 | $36.1K | 0.03% | −60−15.1% | Reduced |
| State of Wyoming | 340 | $36.3K | 0.01% | −904−72.7% | Reduced |
| Harvest Fund Management Co., Ltd | 348 | $37.0K | 0.01% | −3,182−90.1% | Reduced |
| Front Row Advisors LLC | 345 | $37.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 351 | $37.5K | 0.00% | +75+27.2% | Added |
| Laurel Wealth Advisors LLC | 360 | $38.4K | 0.01% | +1+0.3% | Added |
| Trust Co | 379 | $40.0K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 382 | $40.8K | 0.00% | +382 | New |
| Global Retirement Partners, LLC | 398 | $42.5K | 0.00% | 00.0% | Unchanged |