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 |
|---|---|---|---|---|---|
| MTM Investment Management, LLC | 2,700 | $288.5K | 0.15% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 2,715 | $290.1K | 0.11% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 2,728 | $291.5K | 0.01% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 2,733 | $292.0K | 0.15% | +2,733 | New |
| Meeder Advisory Services, Inc. | 2,756 | $294.4K | 0.04% | +2,756 | New |
| Phillips Wealth Planners LLC | 2,600 | $294.8K | 0.51% | +2,600 | New |
| Proequities, Inc. | 2,758 | $295.9K | 0.02% | −138−4.8% | Reduced |
| Moseley Investment Management Inc | 2,771 | $296.1K | 0.21% | −200−6.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,780 | $297.0K | 0.10% | +1,080+63.5% | Added |
| Quad-Cities Investment Group, LLC | 2,843 | $303.8K | 0.22% | +8+0.3% | Added |
| Pitcairn Co | 2,849 | $304.4K | 0.03% | −127−4.3% | Reduced |
| FDx Advisors, Inc. | 2,868 | $306.0K | 0.01% | −83−2.8% | Reduced |
| YorkBridge Wealth Partners, LLC | 2,871 | $306.8K | 0.08% | −675−19.0% | Reduced |
| Navellier & Associates Inc | 2,884 | $308.2K | 0.06% | −14−0.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,897 | $309.5K | 0.05% | +122+4.4% | Added |
| Royce & Associates LP | 2,900 | $309.9K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,925 | $312.5K | 0.06% | 00.0% | Unchanged |
| Novare Capital Management LLC | 2,930 | $313.1K | 0.04% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 2,937 | $313.8K | 0.04% | +10.0% | Added |
| Dakota Wealth Management | 2,943 | $314.5K | 0.02% | +2,943 | New |
| Atria Wealth Solutions, Inc. | 2,947 | $316.1K | 0.01% | −1,927−39.5% | Reduced |
| Fulton Bank, N.A. | 2,983 | $319.0K | 0.02% | −338−10.2% | Reduced |
| Snowden Capital Advisors LLC | 2,995 | $320.0K | 0.01% | −650−17.8% | Reduced |
| Sherbrooke Park Advisers LLC | 3,000 | $320.6K | 0.23% | +3,000 | New |
| Synovus Financial Corp | 3,006 | $321.2K | 0.00% | +3,006 | New |
| Natixis Investment Managers International | 3,012 | $321.8K | 0.02% | +285+10.5% | Added |
| Ronald Blue Trust, Inc. | 3,258 | $322.0K | 0.01% | +1,508+86.2% | Added |
| Nicholas Hoffman & Company, LLC. | 3,033 | $324.1K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,065 | $327.5K | 0.03% | 00.0% | Unchanged |
| Knowledge Leaders Capital, LLC | 3,067 | $327.7K | 0.43% | −10−0.3% | Reduced |
| Vontobel Holding Ltd. | 3,088 | $328.1K | 0.00% | +502+19.4% | Added |
| Clarus Group, Inc. | 3,077 | $328.7K | 0.29% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,079 | $329.0K | 0.00% | +227+8.0% | Added |
| Bleakley Financial Group, LLC | 3,115 | $332.9K | 0.01% | +3,115 | New |
| Everence Capital Management Inc | 3,120 | $333.0K | 0.03% | −4,320−58.1% | Reduced |
| Quantitative Investment Management, LLC | 3,151 | $336.0K | 0.06% | +3,151 | New |
| Cerity Partners LLC | 3,175 | $339.7K | 0.00% | +668+26.6% | Added |
| Triasima Portfolio Management inc. | 3,195 | $341.4K | 0.03% | +3,195 | New |
| Lazard Asset Management LLC | 3,239 | $345.0K | 0.00% | +3,239 | New |
| Wetherby Asset Management Inc | 3,346 | $357.5K | 0.02% | −5−0.1% | Reduced |
| Two Sigma Securities, LLC | 3,403 | $363.6K | 0.05% | +3,403 | New |
| Northwestern Mutual Wealth Management Co | 3,419 | $365.3K | 0.00% | +100+3.0% | Added |
| Federation des caisses Desjardins du Quebec | 3,428 | $366.3K | 0.00% | +421+14.0% | Added |
| Veriti Management LLC | 3,454 | $369.1K | 0.05% | +334+10.7% | Added |
| Pearl River Capital, LLC | 3,490 | $372.9K | 0.06% | +355+11.3% | Added |
| Kestra Private Wealth Services, LLC | 3,553 | $379.6K | 0.02% | −1,023−22.4% | Reduced |
| Symmetry Partners, LLC | 3,604 | $385.0K | 0.02% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 3,623 | $387.1K | 0.03% | +3,623 | New |
| Toroso Investments, LLC | 3,637 | $389.0K | 0.01% | +255+7.5% | Added |
| Huntington National Bank | 3,728 | $398.3K | 0.00% | −32−0.9% | Reduced |
| Silvercrest Asset Management Group LLC | 3,734 | $399.0K | 0.00% | −1,544−29.3% | Reduced |
| Great Valley Advisor Group, Inc. | 3,737 | $399.3K | 0.02% | −28−0.7% | Reduced |
| Essex Financial Services, Inc. | 3,843 | $410.0K | 0.04% | −73−1.9% | Reduced |
| Visionary Wealth Advisors | 3,854 | $412.0K | 0.04% | −100−2.5% | Reduced |
| New Millennium Group LLC | 3,861 | $412.6K | 0.44% | +136+3.7% | Added |
| Shulman DeMeo Asset Management LLC | 3,937 | $420.7K | 0.14% | −14−0.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,946 | $421.6K | 0.03% | +571+16.9% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $427.4K | 0.07% | 00.0% | Unchanged |
| Bowman & Co S.C. | 4,000 | $427.4K | 0.33% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 4,011 | $428.6K | 0.04% | +1,134+39.4% | Added |
| Baker Tilly Wealth Management, LLC | 4,021 | $429.6K | 0.05% | −3,092−43.5% | Reduced |
| Harbor Investment Advisory, LLC | 4,031 | $430.7K | 0.07% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 4,048 | $432.5K | 0.12% | +3+0.1% | Added |
| Laffer Tengler Investments | 4,099 | $438.0K | 0.13% | +4,099 | New |
| Greenleaf Trust | 4,121 | $440.0K | 0.01% | +81+2.0% | Added |
| Biltmore Family Office, LLC | 4,131 | $443.1K | 0.09% | +4,131 | New |
| Blueshift Asset Management, LLC | 4,194 | $448.1K | 0.21% | +4,194 | New |
| DFPG Investments, LLC | 4,028 | $450.3K | 0.07% | +4,028 | New |
| SG Americas Securities, LLC | 4,219 | $451.0K | 0.01% | +207+5.2% | Added |
| Pathstone Family Office, LLC | 6,765 | $452.4K | 0.01% | +2,089+44.7% | Added |
| Steward Partners Investment Advisory, LLC | 4,273 | $456.5K | 0.01% | +348+8.9% | Added |
| Global Financial Private Client, LLC | 4,282 | $457.5K | 0.26% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 4,329 | $462.6K | 0.33% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,413 | $471.6K | 0.01% | −308−6.5% | Reduced |
| TD Private Client Wealth LLC | 4,490 | $479.8K | 0.02% | −917−17.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,549 | $486.0K | 0.22% | −1,614−26.2% | Reduced |
| Assenagon Asset Management S.A. | 4,585 | $490.0K | 0.00% | −27−0.6% | Reduced |
| Vestcor Inc | 4,608 | $492.0K | 0.02% | −5,628−55.0% | Reduced |
| Oarsman Capital, Inc. | 4,606 | $492.2K | 0.25% | +4,606 | New |
| Beverly Hills Private Wealth, LLC | 4,733 | $505.7K | 0.22% | +4,733 | New |
| Empirical Finance, LLC | 4,750 | $507.5K | 0.05% | +427+9.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,832 | $516.3K | 0.01% | +201+4.3% | Added |
| Cyndeo Wealth Partners, LLC | 4,835 | $516.6K | 0.06% | +4,835 | New |
| Swedbank AB | 4,904 | $524.0K | 0.00% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,959 | $529.9K | 0.01% | +39+0.8% | Added |
| Dock Street Asset Management Inc | 4,979 | $532.0K | 0.12% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 5,140 | $549.2K | 0.03% | +1,125+28.0% | Added |
| Vident Investment Advisory, LLC | 5,184 | $553.9K | 0.02% | +449+9.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,217 | $557.0K | 0.03% | +5,217 | New |
| Apollon Wealth Management, LLC | 5,307 | $567.1K | 0.04% | −1,202−18.5% | Reduced |
| Tranquility Partners, LLC | 5,314 | $567.8K | 0.29% | −228−4.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,436 | $580.8K | 0.01% | −708−11.5% | Reduced |
| Bill Few Associates, Inc. | 5,445 | $581.8K | 0.34% | −400−6.8% | Reduced |
| Community Capital Management, Inc. | 5,500 | $587.7K | 0.76% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 5,506 | $588.3K | 0.02% | −500−8.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,584 | $597.0K | 0.00% | +560+11.1% | Added |
| Qtron Investments LLC | 5,597 | $598.0K | 0.13% | −496−8.1% | Reduced |
| Cavalier Investments, LLC | 5,662 | $605.0K | 0.22% | −280−4.7% | Reduced |
| Intrust Bank NA | 5,671 | $605.9K | 0.08% | +327+6.1% | Added |
| Systematic Alpha Investments, LLC | 5,700 | $609.0K | 0.03% | 00.0% | Unchanged |