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 |
|---|---|---|---|---|---|
| Tredje AP-fonden | 39,268 | $4.20M | 0.07% | +905+2.4% | Added |
| KBC Group NV | 39,428 | $4.21M | 0.02% | +26,031+194.3% | Added |
| Westfield Capital Management Co LP | 40,095 | $4.28M | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 40,454 | $4.32M | 0.06% | +13,400+49.5% | Added |
| Man Group plc | 41,057 | $4.39M | 0.02% | +41,057 | New |
| Siemens Fonds Invest GmbH | 41,072 | $4.39M | 0.44% | −1,210−2.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,619 | $4.45M | 0.02% | +11,858+39.8% | Added |
| Forsta Ap-Fonden | 42,100 | $4.50M | 0.05% | −20,500−32.7% | Reduced |
| USS Investment Management Ltd | 42,212 | $4.51M | 0.06% | +7,900+23.0% | Added |
| Peterson Wealth Services | 42,338 | $4.52M | 2.59% | +440+1.1% | Added |
| Freemont Management S.A. | 42,400 | $4.53M | 0.72% | 00.0% | Unchanged |
| Fifth Third Bancorp | 42,854 | $4.58M | 0.02% | +1,830+4.5% | Added |
| Advisor Group Holdings, Inc. | 43,646 | $4.67M | 0.01% | +426+1.0% | Added |
| DekaBank Deutsche Girozentrale | 43,908 | $4.73M | 0.01% | +5,570+14.5% | Added |
| Cahaba Wealth Management, Inc. | 44,570 | $4.76M | 0.59% | −10.0% | Reduced |
| Public Sector Pension Investment Board | 44,947 | $4.80M | 0.04% | +6,074+15.6% | Added |
| Maltese Capital Management LLC | 45,000 | $4.81M | 1.34% | −55,000−55.0% | Reduced |
| IFP Advisors, Inc | 48,968 | $4.81M | 0.15% | −1,688−3.3% | Reduced |
| Industrial Alliance Investment Management Inc. | 45,100 | $4.82M | 0.13% | +210+0.5% | Added |
| First Republic Investment Management, Inc. | 45,193 | $4.83M | 0.01% | −53−0.1% | Reduced |
| Squarepoint Ops LLC | 45,418 | $4.85M | 0.04% | +45,418 | New |
| AXA S.A. | 46,723 | $4.99M | 0.02% | −23,737−33.7% | Reduced |
| Raymond James Trust N.A. | 47,396 | $5.06M | 0.17% | −360−0.8% | Reduced |
| Parkwood LLC | 47,692 | $5.10M | 1.04% | −2,611−5.2% | Reduced |
| Swiss Life Asset Management Ltd | 47,849 | $5.13M | 0.09% | −1,148−2.3% | Reduced |
| Stephens Inc | 48,297 | $5.16M | 0.11% | −54−0.1% | Reduced |
| Truist Financial Corp | 48,536 | $5.19M | 0.01% | −3,355−6.5% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 48,640 | $5.20M | 0.64% | −1,271−2.5% | Reduced |
| Tudor Investment Corp Et Al | 48,848 | $5.22M | 0.13% | +30,537+166.8% | Added |
| Schonfeld Strategic Advisors LLC | 50,000 | $5.34M | 0.04% | −404,804−89.0% | Reduced |
| Gillson Capital LP | 50,646 | $5.41M | 0.41% | −228,817−81.9% | Reduced |
| MetLife Investment Management | 51,199 | $5.47M | 0.04% | −1,012−1.9% | Reduced |
| Creative Planning | 51,498 | $5.50M | 0.01% | +1,502+3.0% | Added |
| Andra AP-fonden | 51,800 | $5.54M | 0.17% | −9,900−16.0% | Reduced |
| ING Groep NV | 52,015 | $5.56M | 0.06% | +21,571+70.9% | Added |
| Unigestion Holding SA | 51,818 | $5.60M | 0.30% | −9,285−15.2% | Reduced |
| State of Michigan Retirement System | 52,644 | $5.63M | 0.04% | +100+0.2% | Added |
| Captrust Financial Advisors | 54,577 | $5.83M | 0.03% | −1,800−3.2% | Reduced |
| Arizona State Retirement System | 54,982 | $5.87M | 0.06% | +1,607+3.0% | Added |
| Palmer Knight Co | 57,941 | $6.19M | 5.53% | −109−0.2% | Reduced |
| Resources Management Corp | 61,559 | $6.21M | 0.98% | +159+0.3% | Added |
| Handelsbanken Fonder AB | 58,779 | $6.28M | 0.04% | +4,733+8.8% | Added |
| Caisse de Depot Et Placement du Quebec | 59,373 | $6.34M | 0.02% | +59,373 | New |
| LPL Financial LLC | 59,793 | $6.39M | 0.01% | +159+0.3% | Added |
| Ensign Peak Advisors, Inc | 59,845 | $6.39M | 0.01% | −49,005−45.0% | Reduced |
| Royal London Asset Management Ltd | 60,837 | $6.50M | 0.03% | +6,023+11.0% | Added |
| Panagora Asset Management Inc | 61,137 | $6.53M | 0.04% | −364,245−85.6% | Reduced |
| PFS Investments Inc. | 61,346 | $6.56M | 0.12% | +6,760+12.4% | Added |
| Standard Life Aberdeen plc | 61,529 | $6.57M | 0.02% | +7,471+13.8% | Added |
| Amalgamated Bank | 61,575 | $6.58M | 0.06% | +11,387+22.7% | Added |
| Retirement Systems of Alabama | 62,018 | $6.63M | 0.03% | −2,501−3.9% | Reduced |
| American International Group, Inc. | 62,934 | $6.72M | 0.05% | +8,706+16.1% | Added |
| Bridgewater Associates, LP | 63,422 | $6.78M | 0.04% | +24,266+62.0% | Added |
| Am Investment Strategies LLC | 64,081 | $6.85M | 2.44% | +64,081 | New |
| Robeco Institutional Asset Management B.V. | 64,947 | $6.94M | 0.02% | −1,988−3.0% | Reduced |
| Illinois Municipal Retirement Fund | 65,247 | $6.97M | 0.16% | −17,261−20.9% | Reduced |
| Twinbeech Capital LP | 65,709 | $7.02M | 0.13% | +65,709 | New |
| CWA Asset Management Group, LLC | 66,488 | $7.10M | 0.58% | −680−1.0% | Reduced |
| Jane Street Group, LLC | 67,788 | $7.24M | 0.01% | −17,841−20.8% | Reduced |
| Stifel Financial Corp | 68,469 | $7.32M | 0.01% | −6,269−8.4% | Reduced |
| ProShare Advisors LLC | 68,587 | $7.33M | 0.03% | −5,124−7.0% | Reduced |
| Korea Investment CORP | 69,138 | $7.39M | 0.02% | −38,989−36.1% | Reduced |
| Bragg Financial Advisors, Inc | 71,040 | $7.59M | 0.46% | +4,359+6.5% | Added |
| Voya Investment Management LLC | 74,160 | $7.92M | 0.01% | −205−0.3% | Reduced |
| Rafferty Asset Management, LLC | 74,581 | $7.97M | 0.07% | +3,408+4.8% | Added |
| Asset Management One Co.,Ltd. | 74,778 | $8.07M | 0.04% | −4,391−5.5% | Reduced |
| Susquehanna International Group, LLP | 77,438 | $8.27M | 0.02% | +54,391+236.0% | Added |
| Private Capital Management, LLC | 78,347 | $8.37M | 1.14% | −1,877−2.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 78,574 | $8.40M | 0.06% | −4,758−5.7% | Reduced |
| US Bancorp | 79,011 | $8.44M | 0.01% | −2,395−2.9% | Reduced |
| Burney Co | 79,868 | $8.53M | 0.43% | −10,442−11.6% | Reduced |
| Bryn Mawr Trust Co | 81,518 | $8.71M | 0.40% | −2,295−2.7% | Reduced |
| Westpac Banking Corp | 83,289 | $8.90M | 0.13% | −21,309−20.4% | Reduced |
| Treasurer of the State of North Carolina | 84,518 | $9.03M | 0.05% | −18,822−18.2% | Reduced |
| Nomura Asset Management Co Ltd | 85,976 | $9.19M | 0.05% | +1,618+1.9% | Added |
| Toronto Dominion Bank | 87,484 | $9.34M | 0.01% | +4,735+5.7% | Added |
| Mn Services Vermogensbeheer B.V. | 89,200 | $9.53M | 0.11% | −13,900−13.5% | Reduced |
| ExodusPoint Capital Management, LP | 91,877 | $9.82M | 0.15% | +91,877 | New |
| Teacher Retirement System of Texas | 94,262 | $10.1M | 0.07% | +7,053+8.1% | Added |
| Pictet Asset Management SA | 94,811 | $10.1M | 0.01% | +1,500+1.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 95,368 | $10.2M | 0.13% | +13,194+16.1% | Added |
| Brookfield Asset Management Inc. | 95,840 | $10.2M | 0.04% | −67,905−41.5% | Reduced |
| Aviva PLC | 96,582 | $10.3M | 0.05% | −123,094−56.0% | Reduced |
| AQR Capital Management LLC | 98,432 | $10.5M | 0.02% | +48,090+95.5% | Added |
| Citizens Financial Group Inc | 102,614 | $11.0M | 0.43% | −3,813−3.6% | Reduced |
| Hantz Financial Services, Inc. | 107,815 | $11.5M | 0.35% | −30,046−21.8% | Reduced |
| Nisa Investment Advisors, LLC | 108,450 | $11.6M | 0.09% | +6,366+6.2% | Added |
| State of Wisconsin Investment Board | 108,630 | $11.6M | 0.04% | −3,554−3.2% | Reduced |
| Citigroup Inc | 109,991 | $11.8M | 0.02% | −96,886−46.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 111,346 | $11.9M | 0.05% | −7,262−6.1% | Reduced |
| State of New Jersey Common Pension Fund D | 112,838 | $12.1M | 0.05% | +3,453+3.2% | Added |
| CIBC Private Wealth Group, LLC | 120,505 | $12.1M | 0.04% | −2,649−2.2% | Reduced |
| Loomis Sayles & Co L P | 115,272 | $12.3M | 0.02% | −1,246−1.1% | Reduced |
| Congress Wealth Management LLC | 118,569 | $12.7M | 0.33% | −15,310−11.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 122,814 | $13.1M | 0.03% | −20,255−14.2% | Reduced |
| Capital Wealth Planning, LLC | 123,623 | $13.2M | 0.19% | −5,000−3.9% | Reduced |
| Public Employees Retirement System of Ohio | 131,232 | $14.0M | 0.06% | −12,572−8.7% | Reduced |
| Frontier Capital Management Co LLC | 131,254 | $14.0M | 0.15% | −388−0.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 138,197 | $14.7M | 0.04% | +14,904+12.1% | Added |
| Pinebridge Investments, L.P. | 143,272 | $15.3M | 0.19% | −71,065−33.2% | Reduced |