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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 14,907 | $1.59M | 0.01% | −379−2.5% | Reduced |
| King Luther Capital Management Corp | 14,960 | $1.60M | 0.01% | −232−1.5% | Reduced |
| Bank of Nova Scotia | 14,970 | $1.60M | 0.00% | +9,743+186.4% | Added |
| Maryland State Retirement & Pension System | 14,985 | $1.60M | 0.05% | +14,985 | New |
| Pensionfund Sabic | 15,000 | $1.60M | 0.52% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 15,013 | $1.60M | 0.35% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 15,045 | $1.61M | 0.06% | +481+3.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,244 | $1.63M | 0.03% | +1,330+9.6% | Added |
| Kentucky Retirement Systems | 15,272 | $1.63M | 0.06% | +67+0.4% | Added |
| Worldquant Millennium Advisors LLC | 15,471 | $1.65M | 0.04% | +15,471 | New |
| Mackenzie Financial Corp | 15,814 | $1.69M | 0.00% | −4,477−22.1% | Reduced |
| White Pine Capital LLC | 16,136 | $1.72M | 0.67% | 00.0% | Unchanged |
| GWM Advisors LLC | 17,175 | $1.73M | 0.05% | +13,125+324.1% | Added |
| Securian Asset Management, Inc | 16,232 | $1.73M | 0.05% | +135+0.8% | Added |
| Aft, Forsyth & Sober, LLC | 16,550 | $1.77M | 0.80% | 00.0% | Unchanged |
| Worth Venture Partners, LLC | 16,941 | $1.81M | 1.08% | −1,210−6.7% | Reduced |
| STRS Ohio | 17,066 | $1.82M | 0.01% | +3,227+23.3% | Added |
| British Columbia Investment Management Corp | 17,237 | $1.84M | 0.02% | −1,998−10.4% | Reduced |
| Omers Administration Corp | 17,300 | $1.85M | 0.03% | +2,300+15.3% | Added |
| Mount Yale Investment Advisors, LLC | 17,594 | $1.88M | 0.21% | −1,980−10.1% | Reduced |
| Shell Asset Management Co | 17,813 | $1.90M | 0.08% | −2,161−10.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,835 | $1.91M | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 18,058 | $1.92M | 0.00% | −3,943−17.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 18,394 | $1.97M | 0.09% | −30−0.2% | Reduced |
| Dean Investment Associates, LLC | 18,583 | $1.99M | 0.34% | −505−2.6% | Reduced |
| Gotham Asset Management, LLC | 18,853 | $2.01M | 0.06% | −265−1.4% | Reduced |
| Crossmark Global Holdings, Inc. | 19,296 | $2.06M | 0.05% | +1,904+10.9% | Added |
| Storebrand Asset Management AS | 19,427 | $2.08M | 0.01% | +5,215+36.7% | Added |
| Engineers Gate Manager LP | 19,601 | $2.09M | 0.13% | +19,601 | New |
| Hotaling Investment Management, LLC | 20,256 | $2.16M | 0.98% | −6,787−25.1% | Reduced |
| Systematic Financial Management LP | 20,421 | $2.18M | 0.07% | +3,150+18.2% | Added |
| CI Private Wealth, LLC | 20,447 | $2.18M | 0.01% | +20,447 | New |
| SPC Financial, Inc. | 20,450 | $2.19M | 0.26% | −1,200−5.5% | Reduced |
| Canada Pension Plan Investment Board | 20,450 | $2.19M | 0.00% | −1,600−7.3% | Reduced |
| Brinker Capital Investments, LLC | 20,799 | $2.22M | 0.04% | −1,308−5.9% | Reduced |
| Mariner, LLC | 21,158 | $2.26M | 0.01% | +10,601+100.4% | Added |
| Capital Group Private Client Services, Inc. | 21,262 | $2.27M | 0.03% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 21,355 | $2.28M | 0.02% | −353−1.6% | Reduced |
| Kaydan Wealth Management, Inc. | 21,375 | $2.28M | 0.91% | −692−3.1% | Reduced |
| Sweet Financial Partners, LLC | 21,780 | $2.33M | 0.68% | −500−2.2% | Reduced |
| Atria Investments LLC | 22,083 | $2.36M | 0.05% | +2,603+13.4% | Added |
| JustInvest LLC | 22,112 | $2.36M | 0.10% | +217+1.0% | Added |
| Duality Advisers, LP | 22,276 | $2.38M | 0.27% | +11,824+113.1% | Added |
| Czech National Bank | 22,660 | $2.42M | 0.06% | +86+0.4% | Added |
| Public Employees Retirement Association of Colorado | 22,737 | $2.43M | 0.01% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 23,126 | $2.47M | 0.01% | −3,464−13.0% | Reduced |
| Franklin Resources Inc | 23,535 | $2.51M | 0.00% | +3,902+19.9% | Added |
| LMG Wealth Partners, LLC | 21,534 | $2.52M | 0.83% | +21,534 | New |
| Center for Financial Planning, Inc. | 23,967 | $2.56M | 0.62% | −284−1.2% | Reduced |
| Candriam Luxembourg S.C.A. | 24,152 | $2.58M | 0.02% | −875−3.5% | Reduced |
| Aigen Investment Management, LP | 24,972 | $2.67M | 0.38% | +24,972 | New |
| MML Investors Services, LLC | 24,999 | $2.67M | 0.02% | +375+1.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 25,495 | $2.72M | 0.01% | +1,160+4.8% | Added |
| Alcosta Capital Management, Inc. | 25,555 | $2.73M | 2.75% | +25,555 | New |
| Voloridge Investment Management, LLC | 25,862 | $2.76M | 0.02% | +21,549+499.6% | Added |
| Sanford Advisory Services, LLC | 26,361 | $2.82M | 0.67% | −1,225−4.4% | Reduced |
| Neuberger Berman Group LLC | 26,369 | $2.82M | 0.00% | −33,355−55.8% | Reduced |
| Commonwealth Equity Services, LLC | 27,016 | $2.89M | 0.01% | −364−1.3% | Reduced |
| Dorsey Wright & Associates | 27,162 | $2.90M | 0.85% | +27,162 | New |
| Barnes Pettey Financial Advisors, LLC | 27,219 | $2.91M | 3.00% | −250−0.9% | Reduced |
| State of Tennessee, Treasury Department | 27,407 | $2.93M | 0.01% | −2,180−7.4% | Reduced |
| Texas Permanent School Fund | 27,505 | $2.94M | 0.04% | +21+0.1% | Added |
| Allianz Asset Management GmbH | 27,650 | $2.95M | 0.01% | +7,559+37.6% | Added |
| Cardinal Capital Management | 27,846 | $2.98M | 0.63% | +173+0.6% | Added |
| CIBC Asset Management Inc | 27,897 | $2.98M | 0.01% | +1,772+6.8% | Added |
| Janus Henderson Group PLC | 28,137 | $3.01M | 0.00% | −30.0% | Reduced |
| Alpine Woods Capital Investors, LLC | 28,300 | $3.02M | 0.44% | +4,300+17.9% | Added |
| The PNC Financial Services Group, Inc. | 28,330 | $3.03M | 0.00% | −2,110−6.9% | Reduced |
| DnB Asset Management AS | 28,414 | $3.04M | 0.02% | +2,572+10.0% | Added |
| Gulf International Bank (UK) Ltd | 28,552 | $3.05M | 0.05% | +125+0.4% | Added |
| Graphene Investments SAS | 28,600 | $3.06M | 2.07% | +28,600 | New |
| First Hawaiian Bank | 29,314 | $3.13M | 0.11% | +3,412+13.2% | Added |
| D.A. Davidson & Co. | 29,667 | $3.17M | 0.04% | +29,667 | New |
| Boenning & Scattergood, Inc. | 28,942 | $3.18M | 0.51% | +28,942 | New |
| NWK Group, Inc. | 29,986 | $3.20M | 2.36% | +260+0.9% | Added |
| Bokf, NA | 30,054 | $3.21M | 0.06% | −991−3.2% | Reduced |
| Regions Financial Corp | 30,302 | $3.24M | 0.03% | −3,562−10.5% | Reduced |
| Railway Pension Investments Ltd | 30,300 | $3.24M | 0.03% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 30,649 | $3.27M | 0.10% | +30,649 | New |
| New York Life Investment Management LLC | 31,191 | $3.33M | 0.04% | −61−0.2% | Reduced |
| IFM Investors Pty Ltd | 31,236 | $3.34M | 0.06% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 32,100 | $3.43M | 0.08% | +5,744+21.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 32,664 | $3.49M | 0.05% | −7,200−18.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 32,723 | $3.50M | 0.03% | +4,311+15.2% | Added |
| Oppenheimer Asset Management Inc. | 32,902 | $3.52M | 0.06% | −30,252−47.9% | Reduced |
| NBW Capital LLC | 33,683 | $3.60M | 0.92% | +159+0.5% | Added |
| Janney Montgomery Scott LLC | 33,751 | $3.61M | 0.01% | +1,299+4.0% | Added |
| Mutual of America Capital Management LLC | 33,760 | $3.61M | 0.04% | +472+1.4% | Added |
| Xponance, Inc. | 33,846 | $3.62M | 0.06% | +3,695+12.3% | Added |
| Utah Retirement Systems | 34,546 | $3.69M | 0.06% | −300−0.9% | Reduced |
| Commerce Bank | 35,094 | $3.75M | 0.03% | −1,510−4.1% | Reduced |
| Central Bank & Trust Co | 35,617 | $3.81M | 0.72% | +31,481+761.1% | Added |
| Buckhead Capital Management LLC | 36,557 | $3.91M | 0.94% | −370−1.0% | Reduced |
| Twin Tree Management, LP | 36,865 | $3.94M | 0.12% | −45,776−55.4% | Reduced |
| Comerica Bank | 33,753 | $3.95M | 0.03% | +7,220+27.2% | Added |
| Yousif Capital Management, LLC | 37,726 | $4.03M | 0.05% | +9,485+33.6% | Added |
| Ancora Advisors, LLC | 37,890 | $4.05M | 0.12% | −58,929−60.9% | Reduced |
| Tower Bridge Advisors | 37,954 | $4.06M | 0.34% | −1,812−4.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 38,513 | $4.12M | 0.01% | −60,358−61.0% | Reduced |
| New England Professional Planning Group Inc. | 38,827 | $4.15M | 2.33% | +2,371+6.5% | Added |