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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 400 | $42.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 437 | $46.7K | 0.02% | +437 | New |
| Pinnacle Financial Partners Inc | 442 | $47.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 442 | $47.3K | 0.00% | +35+8.6% | Added |
| Pacer Advisors, Inc. | 447 | $47.8K | 0.00% | −73,288−99.4% | Reduced |
| Alta Advisers Ltd | 500 | $53.0K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 512 | $55.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 517 | $55.2K | 0.02% | +36+7.5% | Added |
| Accurate Wealth Management, LLC | 500 | $55.5K | 0.02% | +500 | New |
| Atlas Capital Advisors LLC | 526 | $56.2K | 0.01% | −22−4.0% | Reduced |
| Ci Investments Inc. | 542 | $58.0K | 0.00% | −1,368−71.6% | Reduced |
| Allworth Financial LP | 570 | $60.9K | 0.00% | −20−3.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 606 | $64.8K | 0.01% | −73−10.8% | Reduced |
| CVA Family Office, LLC | 607 | $64.9K | 0.02% | +35+6.1% | Added |
| Delta Asset Management LLC | 675 | $72.1K | 0.01% | +675 | New |
| Whittier Trust Co | 717 | $76.6K | 0.00% | −6−0.8% | Reduced |
| DT Investment Partners, LLC | 719 | $76.8K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 717 | $77.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 780 | $83.0K | 0.07% | +601+335.8% | Added |
| Spire Wealth Management | 783 | $84.0K | 0.00% | −43−5.2% | Reduced |
| Lindbrook Capital, LLC | 787 | $84.1K | 0.01% | −171−17.8% | Reduced |
| Arlington Partners LLC | 830 | $88.8K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 844 | $90.2K | 0.07% | +844 | New |
| Ellevest, Inc. | 853 | $91.1K | 0.01% | +236+38.2% | Added |
| Caldwell Trust Co | 869 | $92.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 916 | $97.9K | 0.01% | −150−14.1% | Reduced |
| Penserra Capital Management LLC | 1,026 | $109.0K | 0.00% | +34+3.4% | Added |
| Coastal Capital Group, Inc. | 1,122 | $110.9K | 0.03% | 00.0% | Unchanged |
| Comerica Securities,inc. | 1,067 | $114.5K | 0.01% | +1,067 | New |
| Smithfield Trust Co | 1,077 | $115.0K | 0.01% | −103−8.7% | Reduced |
| South Dakota Investment Council | 1,100 | $118.0K | 0.00% | −1,800−62.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,116 | $119.0K | 0.01% | +469+72.5% | Added |
| Parallel Advisors, LLC | 1,151 | $123.0K | 0.01% | +89+8.4% | Added |
| PSI Advisors, LLC | 1,157 | $123.6K | 0.07% | −2,250−66.0% | Reduced |
| Quadrant Capital Group LLC | 1,175 | $125.5K | 0.01% | −146−11.1% | Reduced |
| CoreCap Advisors, LLC | 1,244 | $132.9K | 0.01% | +1,244 | New |
| Belpointe Asset Management LLC | 1,283 | $137.1K | 0.01% | +107+9.1% | Added |
| Sentry Investment Management LLC | 1,288 | $138.0K | 0.06% | +114+9.7% | Added |
| Endurance Wealth Management, Inc. | 1,400 | $150.0K | 0.02% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 1,507 | $161.0K | 0.09% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 1,520 | $162.0K | 0.07% | +1,520 | New |
| Advisory Services Network, LLC | 1,599 | $170.8K | 0.01% | +1,599 | New |
| PEAK6 Investments LLC | 1,752 | $187.2K | 0.01% | +1,752 | New |
| Central Trust Co | 1,822 | $194.7K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,891 | $201.0K | 0.00% | +42+2.3% | Added |
| Private Advisor Group, LLC | 2,918 | $203.1K | 0.01% | +2,918 | New |
| Mather Group, LLC. | 1,903 | $203.4K | 0.00% | +1,903 | New |
| Sawtooth Solutions, LLC | 1,906 | $203.7K | 0.03% | +1,906 | New |
| Patron Partners Advisors, LLC | 1,918 | $204.9K | 0.15% | +1,918 | New |
| First Horizon Advisors, Inc. | 1,936 | $206.9K | 0.01% | −4−0.2% | Reduced |
| Brighton Jones LLC | 1,939 | $207.2K | 0.01% | +1,939 | New |
| YHB Investment Advisors, Inc. | 1,956 | $209.0K | 0.02% | −250−11.3% | Reduced |
| Malaga Cove Capital, LLC | 1,985 | $212.1K | 0.12% | +1,985 | New |
| Arthur M. Cohen & Associates, LLC | 2,000 | $213.7K | 0.06% | −750−27.3% | Reduced |
| Collective Family Office LLC | 2,000 | $213.7K | 0.10% | +2,000 | New |
| Rockefeller Capital Management L.P. | 2,015 | $214.0K | 0.00% | −257−11.3% | Reduced |
| Eagle Bay Advisors LLC | 2,050 | $219.0K | 0.12% | +550+36.7% | Added |
| Fox Run Management, L.L.C. | 2,059 | $220.0K | 0.09% | +2,059 | New |
| Profund Advisors LLC | 2,080 | $222.2K | 0.01% | −84−3.9% | Reduced |
| AM Squared Ltd | 2,100 | $224.4K | 0.15% | +2,100 | New |
| NorthRock Partners, LLC | 2,106 | $225.0K | 0.03% | +2,106 | New |
| Legacy Wealth Asset Management, LLC | 2,117 | $226.2K | 0.09% | −1,042−33.0% | Reduced |
| Financial Insights, Inc. | 2,128 | $227.4K | 0.11% | +13+0.6% | Added |
| Fund Management at Engine No. 1 LLC | 2,133 | $227.9K | 0.06% | +2,133 | New |
| Rehmann Capital Advisory Group | 2,140 | $228.7K | 0.02% | −86−3.9% | Reduced |
| Trust Asset Management LLC | 2,173 | $232.2K | 0.03% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 2,181 | $233.0K | 0.05% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,194 | $234.4K | 0.05% | −530−19.5% | Reduced |
| Horizon Family Wealth, Inc. | 2,213 | $236.5K | 0.27% | +7+0.3% | Added |
| Principle Wealth Partners LLC | 2,225 | $237.7K | 0.03% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,229 | $238.2K | 0.03% | −3−0.1% | Reduced |
| Vantage Consulting Group Inc | 2,255 | $240.9K | 0.14% | −263−10.4% | Reduced |
| Syntax Advisors, LLC | 2,255 | $240.9K | 0.20% | −263−10.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,257 | $241.2K | 0.04% | +17+0.8% | Added |
| Sutton Wealth Advisors Inc. | 2,273 | $242.9K | 0.09% | −500−18.0% | Reduced |
| Canandaigua National Corp | 2,302 | $246.0K | 0.04% | −537−18.9% | Reduced |
| Appleton Partners Inc | 2,300 | $246.0K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,299 | $246.0K | 0.07% | +2,299 | New |
| Balentine LLC | 2,353 | $251.4K | 0.01% | −23−1.0% | Reduced |
| First Bank & Trust | 2,364 | $252.0K | 0.07% | +144+6.5% | Added |
| Cigna Investments Inc | 2,378 | $254.0K | 0.05% | 00.0% | Unchanged |
| American Trust | 2,393 | $255.7K | 0.02% | −59−2.4% | Reduced |
| Banque Cantonale Vaudoise | 2,400 | $256.0K | 0.01% | 00.0% | Unchanged |
| Leuthold Group, LLC | 2,403 | $256.8K | 0.03% | −41,315−94.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,426 | $259.3K | 0.01% | −411−14.5% | Reduced |
| CWM, LLC | 2,429 | $260.0K | 0.00% | +351+16.9% | Added |
| Coldstream Capital Management Inc | 2,458 | $262.6K | 0.01% | +2,458 | New |
| Salem Investment Counselors Inc | 2,458 | $263.7K | 0.01% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,475 | $264.5K | 0.12% | +2,475 | New |
| Boston Private Wealth LLC | 2,475 | $264.5K | 0.00% | −496−16.7% | Reduced |
| Wedmont Private Capital | 2,402 | $264.7K | 0.04% | +2,402 | New |
| Nations Financial Group Inc, | 2,505 | $267.7K | 0.03% | +2+0.1% | Added |
| RBA Wealth Management, LLC | 2,510 | $268.2K | 0.14% | −505−16.7% | Reduced |
| Schechter Investment Advisors, LLC | 2,510 | $268.2K | 0.02% | +208+9.0% | Added |
| 44 Wealth Management LLC | 2,531 | $270.4K | 0.09% | −866−25.5% | Reduced |
| Level Four Advisory Services, LLC | 2,535 | $270.9K | 0.02% | +2,535 | New |
| Seven Eight Capital, LP | 2,568 | $274.4K | 0.07% | +2,568 | New |
| Ameritas Investment Partners, Inc. | 2,384 | $277.0K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,614 | $279.3K | 0.03% | −45−1.7% | Reduced |
| Seeyond | 2,684 | $286.8K | 0.03% | −5−0.2% | Reduced |