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 |
|---|---|---|---|---|---|
| Echo Street Capital Management LLC | 5,871 | $627.3K | 0.01% | +5,871 | New |
| Forum Financial Management, LP | 5,933 | $633.9K | 0.02% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 5,964 | $637.3K | 0.01% | +140+2.4% | Added |
| Principal Street Partners, LLC | 6,064 | $648.2K | 0.16% | −652−9.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,067 | $648.3K | 0.02% | −1,147−15.9% | Reduced |
| Heartland Bank & Trust Co | 6,114 | $653.3K | 0.48% | +6,114 | New |
| Signature Wealth Management Group | 6,119 | $653.9K | 0.32% | −138−2.2% | Reduced |
| Sumitomo Life Insurance Co | 6,183 | $661.0K | 0.05% | −548−8.1% | Reduced |
| National Bank of Canada | 6,257 | $668.6K | 0.00% | +4,896+359.7% | Added |
| Wealthspire Advisors, LLC | 6,356 | $679.1K | 0.01% | +678+11.9% | Added |
| Lido Advisors, LLC | 6,368 | $680.4K | 0.01% | −931−12.8% | Reduced |
| AE Wealth Management LLC | 6,438 | $687.9K | 0.00% | +1,477+29.8% | Added |
| Yorktown Management & Research Co Inc | 6,450 | $689.2K | 0.84% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 6,492 | $693.7K | 0.02% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 6,510 | $696.0K | 0.04% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 6,680 | $713.8K | 0.01% | −1,516−18.5% | Reduced |
| Texas Yale Capital Corp. | 6,750 | $721.2K | 0.04% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 6,852 | $732.0K | 0.03% | +6,852 | New |
| J. W. Coons Advisors, LLC | 6,856 | $732.6K | 0.22% | +75+1.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,962 | $744.0K | 0.06% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 7,039 | $752.1K | 0.23% | +1,348+23.7% | Added |
| Eqis Capital Management, Inc. | 7,059 | $754.2K | 0.08% | −404−5.4% | Reduced |
| Cetera Investment Advisers | 7,097 | $758.3K | 0.01% | +2,703+61.5% | Added |
| Covenant Partners, LLC | 7,122 | $761.0K | 0.31% | 00.0% | Unchanged |
| Keybank National Association | 7,457 | $796.8K | 0.00% | −860−10.3% | Reduced |
| Quantinno Capital Management LP | 7,497 | $801.0K | 0.06% | +100+1.4% | Added |
| Vetamer Capital Management, L.P. | 7,575 | $809.4K | 1.12% | −15,729−67.5% | Reduced |
| Assetmark, Inc | 7,671 | $819.6K | 0.00% | −915−10.7% | Reduced |
| Resources Investment Advisors, LLC. | 7,741 | $827.2K | 0.02% | +7,741 | New |
| Achmea Investment Management B.V. | 8,335 | $834.0K | 0.03% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 7,886 | $842.6K | 0.33% | −690−8.0% | Reduced |
| Signaturefd, LLC | 7,979 | $852.5K | 0.02% | +292+3.8% | Added |
| Virginia Retirement Systems Et Al | 8,000 | $854.8K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 8,050 | $860.0K | 0.03% | +33+0.4% | Added |
| Phoenix Holdings Ltd. | 7,989 | $860.8K | 0.02% | −3,324−29.4% | Reduced |
| Skylands Capital, LLC | 8,199 | $876.1K | 0.14% | −150−1.8% | Reduced |
| Consolidated Planning Corp | 8,309 | $887.8K | 0.25% | −512−5.8% | Reduced |
| Paloma Partners Management Co | 8,322 | $889.2K | 0.19% | +8,322 | New |
| Saturna Capital CORP | 8,352 | $892.4K | 0.02% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 8,415 | $899.1K | 0.02% | −1,100−11.6% | Reduced |
| Baird Financial Group, Inc. | 8,415 | $900.0K | 0.00% | +3,937+87.9% | Added |
| Trust Co of Toledo NA | 8,455 | $903.0K | 0.17% | −5−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 8,495 | $907.7K | 0.01% | +239+2.9% | Added |
| West Michigan Advisors, LLC | 8,502 | $908.4K | 0.66% | −620−6.8% | Reduced |
| Cetera Advisor Networks LLC | 8,544 | $912.9K | 0.01% | +4,472+109.8% | Added |
| Moody National Bank Trust Division | 8,555 | $914.0K | 0.08% | +105+1.2% | Added |
| Horizon Investments, LLC | 8,638 | $923.0K | 0.03% | +946+12.3% | Added |
| Western Wealth Management, LLC | 8,651 | $924.4K | 0.09% | +564+7.0% | Added |
| Magnetar Financial LLC | 8,821 | $943.0K | 0.02% | +8,821 | New |
| Chiron Capital Management, LLC | 8,850 | $945.6K | 0.66% | 00.0% | Unchanged |
| Ossiam | 8,875 | $948.3K | 0.02% | +7,364+487.4% | Added |
| We Are One Seven, LLC | 8,962 | $957.6K | 0.10% | +703+8.5% | Added |
| Financial Counselors Inc | 8,981 | $960.0K | 0.02% | +8,981 | New |
| RMB Capital Management, LLC | 9,100 | $972.3K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,208 | $984.0K | 0.04% | −13,148−58.8% | Reduced |
| New Mexico Educational Retirement Board | 9,275 | $991.0K | 0.05% | −700−7.0% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 9,308 | $994.6K | 0.22% | −360−3.7% | Reduced |
| La Banque Postale Asset Management SA | 9,348 | $998.8K | 0.03% | +9,348 | New |
| Gryphon Financial Partners LLC | 9,405 | $1.00M | 0.24% | −29−0.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 9,407 | $1.00M | 0.03% | +7,666+440.3% | Added |
| Verition Fund Management LLC | 9,573 | $1.02M | 0.02% | +3,658+61.8% | Added |
| Norinchukin Bank, The | 9,583 | $1.02M | 0.02% | −2,666−21.8% | Reduced |
| Kestra Advisory Services, LLC | 9,624 | $1.03M | 0.01% | +1,756+22.3% | Added |
| Montag & Caldwell, LLC | 9,739 | $1.04M | 0.15% | −175−1.8% | Reduced |
| Intech Investment Management LLC | 9,870 | $1.05M | 0.01% | −4,013−28.9% | Reduced |
| Cumberland Partners Ltd | 10,100 | $1.08M | 0.11% | −850−7.8% | Reduced |
| Gofen & Glossberg LLC | 10,186 | $1.09M | 0.03% | +969+10.5% | Added |
| Paragon Capital Management Inc | 10,206 | $1.09M | 1.02% | +10,206 | New |
| Atlas Wealth LLC | 10,247 | $1.09M | 0.30% | +10,247 | New |
| Hamilton Capital Partners Inc. | 10,715 | $1.14M | 0.49% | +10,715 | New |
| Metropolitan Life Insurance Co | 10,741 | $1.15M | 0.05% | −579−5.1% | Reduced |
| Guggenheim Capital LLC | 10,780 | $1.15M | 0.01% | −1,859−14.7% | Reduced |
| Veritable, L.P. | 10,877 | $1.16M | 0.02% | +144+1.3% | Added |
| Clearbridge Investments, LLC | 11,351 | $1.21M | 0.00% | −1,725−13.2% | Reduced |
| Oxford Financial Group Ltd | 11,360 | $1.21M | 0.14% | +61+0.5% | Added |
| Edgestream Partners, L.P. | 11,604 | $1.24M | 0.14% | +11,604 | New |
| O'Shaughnessy Asset Management, LLC | 11,688 | $1.25M | 0.02% | −49−0.4% | Reduced |
| Shilanski & Associates, Inc. | 11,898 | $1.27M | 0.56% | +11,898 | New |
| One + One Wealth Management, LLC | 12,061 | $1.29M | 0.90% | −49−0.4% | Reduced |
| HRT Financial LP | 12,128 | $1.29M | 0.02% | −63−0.5% | Reduced |
| Credit Agricole S A | 12,171 | $1.30M | 0.05% | +12,171 | New |
| Sabal Trust CO | 12,260 | $1.31M | 0.09% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 12,296 | $1.31M | 0.03% | −484−3.8% | Reduced |
| Louisiana State Employees Retirement System | 12,500 | $1.34M | 0.04% | +100+0.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,563 | $1.34M | 0.00% | +4,199+50.2% | Added |
| Ethic Inc. | 12,668 | $1.35M | 0.07% | +6,426+102.9% | Added |
| Daiwa Securities Group Inc. | 13,588 | $1.45M | 0.01% | +672+5.2% | Added |
| Park Avenue Securities LLC | 13,749 | $1.47M | 0.03% | −363−2.6% | Reduced |
| Prudential PLC | 13,848 | $1.48M | 0.02% | −30,850−69.0% | Reduced |
| Heritage Wealth Advisors | 13,860 | $1.48M | 0.09% | −243−1.7% | Reduced |
| HBK Sorce Advisory LLC | 13,960 | $1.49M | 0.04% | +8,757+168.3% | Added |
| Cascade Investment Advisors, Inc. | 13,980 | $1.49M | 1.24% | −75−0.5% | Reduced |
| Hartford Investment Management Co | 13,994 | $1.50M | 0.05% | −4,376−23.8% | Reduced |
| Stephens Consulting, LLC | 14,034 | $1.50M | 1.00% | +13+0.1% | Added |
| Meridian Wealth Advisors, LLC | 14,095 | $1.51M | 0.39% | −555−3.8% | Reduced |
| Gyroscope Capital Management Group, LLC | 14,132 | $1.51M | 0.46% | −2,783−16.5% | Reduced |
| Empire Life Investments Inc. | 14,233 | $1.52M | 0.10% | −34−0.2% | Reduced |
| Bayesian Capital Management, LP | 14,263 | $1.52M | 0.22% | +14,263 | New |
| High Net Worth Advisory Group LLC | 14,631 | $1.56M | 0.61% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 13,816 | $1.57M | 0.79% | +13,816 | New |