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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 146,134 | $15.6M | 0.04% | −36,132−19.8% | Reduced |
| Philo Smith Capital Corp | 151,500 | $16.2M | 5.87% | 00.0% | Unchanged |
| Victory Capital Management Inc | 155,497 | $16.6M | 0.02% | +3,150+2.1% | Added |
| Natixis Advisors, L.P. | 162,630 | $17.4M | 0.07% | −17,964−9.9% | Reduced |
| Federated Hermes, Inc. | 165,381 | $17.7M | 0.05% | −148,022−47.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 168,767 | $18.0M | 0.03% | +50,648+42.9% | Added |
| State of Alaska, Department of Revenue | 169,822 | $18.1M | 0.23% | −33,150−16.3% | Reduced |
| Cubist Systematic Strategies, LLC | 169,915 | $18.2M | 0.16% | +117,819+226.2% | Added |
| Great West Life Assurance Co | 175,318 | $18.8M | 0.05% | +14,185+8.8% | Added |
| Cookson Peirce & Co Inc | 182,406 | $19.5M | 1.27% | +4,020+2.3% | Added |
| PB Investment Partners, L.P. | 186,839 | $20.0M | 17.77% | −7,870−4.0% | Reduced |
| Prudential Financial Inc | 195,927 | $20.9M | 0.04% | −28,825−12.8% | Reduced |
| Renaissance Technologies LLC | 196,437 | $21.0M | 0.03% | +196,437 | New |
| Adage Capital Partners GP, L.L.C. | 196,950 | $21.0M | 0.05% | −900−0.5% | Reduced |
| Nicholas Company, Inc. | 198,274 | $21.2M | 0.45% | −16,635−7.7% | Reduced |
| Geneva Capital Management LLC | 203,237 | $21.7M | 0.49% | −26,694−11.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 210,274 | $22.5M | 0.05% | +2,194+1.1% | Added |
| Bank of Montreal | 208,335 | $22.5M | 0.02% | +6,396+3.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 218,997 | $23.4M | 1.26% | −1,356−0.6% | Reduced |
| State Board of Administration of Florida Retirement System | 224,731 | $24.0M | 0.06% | +2,730+1.2% | Added |
| Qube Research & Technologies Ltd | 236,253 | $25.2M | 0.15% | +168,068+246.5% | Added |
| New York State Teachers Retirement System | 237,815 | $25.4M | 0.06% | −5,866−2.4% | Reduced |
| Renaissance Group LLC | 241,029 | $25.8M | 1.26% | −7,448−3.0% | Reduced |
| Nordea Investment Management AB | 241,261 | $25.8M | 0.04% | −6,709−2.7% | Reduced |
| Pinnacle Associates Ltd | 253,254 | $27.1M | 0.59% | −4,292−1.7% | Reduced |
| Ameriprise Financial Inc | 265,639 | $28.4M | 0.01% | +51,166+23.9% | Added |
| TD Asset Management Inc | 272,119 | $29.1M | 0.04% | −34,032−11.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 282,510 | $30.2M | 2.32% | +1,000+0.4% | Added |
| Martingale Asset Management L P | 286,201 | $30.6M | 0.60% | −64,268−18.3% | Reduced |
| Manufacturers Life Insurance Company, The | 287,790 | $30.8M | 0.02% | −55,077−16.1% | Reduced |
| Lord, Abbett & Co. LLC | 288,165 | $30.8M | 0.11% | +261,564+983.3% | Added |
| Glenmede Trust Co NA | 289,460 | $30.9M | 0.18% | −194,982−40.2% | Reduced |
| National Pension Service | 291,774 | $31.2M | 0.06% | −7,351−2.5% | Reduced |
| Iat Reinsurance Co Ltd. | 298,125 | $31.9M | 6.30% | 00.0% | Unchanged |
| FIL Ltd | 299,176 | $32.0M | 0.04% | −34,703−10.4% | Reduced |
| Davis Asset Management, L.P. | 300,000 | $32.1M | 1.79% | 00.0% | Unchanged |
| Raymond James & Associates | 316,489 | $33.8M | 0.03% | +12,623+4.2% | Added |
| California State Teachers Retirement System | 325,209 | $34.7M | 0.05% | +7,759+2.4% | Added |
| Royal Bank of Canada | 330,096 | $35.3M | 0.01% | −37,430−10.2% | Reduced |
| Putnam Investments LLC | 330,488 | $35.3M | 0.06% | +24,561+8.0% | Added |
| Alliancebernstein L.P. | 333,089 | $35.6M | 0.02% | +9,387+2.9% | Added |
| UBS Group AG | 341,044 | $36.4M | 0.02% | +64,370+23.3% | Added |
| D. E. Shaw & Co., Inc. | 348,952 | $37.3M | 0.06% | +283,969+437.0% | Added |
| New York State Common Retirement Fund | 354,233 | $37.8M | 0.05% | −211,989−37.4% | Reduced |
| Thrivent Financial for Lutherans | 362,920 | $38.8M | 0.10% | −956,170−72.5% | Reduced |
| Envestnet Asset Management Inc | 363,282 | $38.8M | 0.02% | −25,324−6.5% | Reduced |
| HSBC Holdings PLC | 367,325 | $39.2M | 0.05% | +134,297+57.6% | Added |
| Advent International Corp | 376,752 | $40.3M | 0.47% | 00.0% | Unchanged |
| Wells Fargo & Company | 383,940 | $41.0M | 0.01% | −81,610−17.5% | Reduced |
| Macquarie Group Ltd | 391,145 | $41.8M | 0.05% | −35,726−8.4% | Reduced |
| Rhumbline Advisers | 398,874 | $42.6M | 0.06% | +19,332+5.1% | Added |
| Barclays PLC | 439,204 | $46.9M | 0.04% | +127,941+41.1% | Added |
| American Century Companies Inc | 441,862 | $47.2M | 0.04% | +43,815+11.0% | Added |
| California Public Employees Retirement System | 461,103 | $49.3M | 0.04% | +4,453+1.0% | Added |
| Russell Investments Group, Ltd. | 472,454 | $50.5M | 0.10% | +47,968+11.3% | Added |
| SEI Investments Co | 520,684 | $55.6M | 0.12% | +1,058+0.2% | Added |
| Premier Fund Managers Ltd | 526,000 | $56.8M | 2.21% | 00.0% | Unchanged |
| Deutsche Bank AG | 538,027 | $57.5M | 0.03% | −34,179−6.0% | Reduced |
| Schroder Investment Management Group | 538,339 | $57.5M | 0.09% | −238,210−30.7% | Reduced |
| Amundi | 522,953 | $58.5M | 0.03% | +19,509+3.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 554,681 | $59.3M | 0.05% | −4,138−0.7% | Reduced |
| Palisade Capital Management LLC | 578,515 | $61.8M | 1.66% | −6,360−1.1% | Reduced |
| Fisher Asset Management, LLC | 595,310 | $63.6M | 0.04% | −401,455−40.3% | Reduced |
| Credit Suisse AG | 614,243 | $65.6M | 0.07% | +359,735+141.3% | Added |
| Millennium Management LLC | 625,476 | $66.8M | 0.07% | +476,412+319.6% | Added |
| Nuveen Asset Management, LLC | 667,736 | $71.3M | 0.03% | −2,161−0.3% | Reduced |
| Principal Financial Group Inc | 672,109 | $71.8M | 0.05% | −8,939−1.3% | Reduced |
| Price T Rowe Associates Inc | 825,360 | $88.2M | 0.01% | −16,779−2.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 922,042 | $98.5M | 0.67% | +57,921+6.7% | Added |
| Congress Asset Management Co | 991,012 | $105.9M | 1.06% | −325,336−24.7% | Reduced |
| UBS Asset Management Americas Inc | 998,828 | $106.7M | 0.06% | +41,676+4.4% | Added |
| Charles Schwab Investment Management Inc | 999,276 | $106.8M | 0.03% | +16,219+1.6% | Added |
| Holocene Advisors, LP | 1,032,570 | $110.3M | 0.68% | +159,244+18.2% | Added |
| Goldman Sachs Group Inc | 1,033,210 | $110.4M | 0.03% | −198,995−16.1% | Reduced |
| Citadel Advisors LLC | 1,113,059 | $118.9M | 0.14% | +509,078+84.3% | Added |
| Harfst & Associates, Inc. | 1,115,452 | $119.2M | 34.37% | +140.0% | Added |
| Dimensional Fund Advisors LP | 1,257,914 | $134.4M | 0.05% | −66,812−5.0% | Reduced |
| Southpoint Capital Advisors LP | 1,300,000 | $138.9M | 3.59% | −800,000−38.1% | Reduced |
| Legal & General Group Plc | 1,446,338 | $154.5M | 0.06% | −88,273−5.8% | Reduced |
| Bank of New York Mellon Corp | 1,463,336 | $156.4M | 0.04% | −117,279−7.4% | Reduced |
| Mercer Global Advisors Inc | 1,653,265 | $176.7M | 0.88% | −17,439−1.0% | Reduced |
| APG Asset Management N.V. | 1,794,782 | $191.8M | 0.36% | −199,677−10.0% | Reduced |
| Earnest Partners LLC | 1,841,854 | $196.8M | 1.21% | −1,259,519−40.6% | Reduced |
| Norges Bank | 1,935,093 | $206.8M | 0.05% | +83,362+4.5% | Added |
| Bank of America Corp | 1,948,062 | $208.2M | 0.03% | −360,906−15.6% | Reduced |
| First Trust Advisors LP | 1,952,711 | $208.7M | 0.25% | +1,653,311+552.2% | Added |
| T. Rowe Price Investment Management, Inc. | 2,014,488 | $215.2M | 0.17% | −5,205−0.3% | Reduced |
| Northern Trust Corp | 2,131,900 | $227.8M | 0.05% | +2,897+0.1% | Added |
| Agf Management Ltd | 2,154,376 | $230.2M | 1.67% | +2,154,376 | New |
| Brave Warrior Advisors, LLC | 2,187,451 | $233.7M | 7.37% | −50,974−2.3% | Reduced |
| Invesco Ltd. | 2,205,454 | $235.7M | 0.07% | +308,943+16.3% | Added |
| Morgan Stanley | 2,278,272 | $243.4M | 0.03% | +591,327+35.1% | Added |
| Massachusetts Financial Services Co | 2,737,060 | $292.5M | 0.10% | −43,153−1.6% | Reduced |
| Geode Capital Management, LLC | 3,941,673 | $420.4M | 0.06% | +50,903+1.3% | Added |
| JPMorgan Chase & Co | 5,428,007 | $580.0M | 0.08% | +837,121+18.2% | Added |
| State Street Corp | 8,327,319 | $893.2M | 0.05% | −13,728−0.2% | Reduced |
| FMR LLC | 8,367,779 | $894.1M | 0.09% | +3,224,342+62.7% | Added |
| Wellington Management Group LLP | 9,564,549 | $1.02B | 0.20% | −261,813−2.7% | Reduced |
| Primecap Management Co | 13,059,887 | $1.40B | 1.28% | −479,440−3.5% | Reduced |
| BlackRock Inc. | 16,897,826 | $1.81B | 0.06% | −583,273−3.3% | Reduced |