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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.

Institutional holdersQ4 2022: 701 institutions
Q1 2021: 552 institutionsQ2 2021: 565 institutionsQ3 2021: 583 institutionsQ4 2021: 638 institutionsQ1 2022: 664 institutionsQ2 2022: 657 institutionsQ3 2022: 666 institutionsQ4 2022: 701 institutionsQ1 2023: 664 institutionsQ2 2023: 644 institutionsQ3 2023: 658 institutionsQ4 2023: 720 institutionsQ1 2024: 729 institutionsQ2 2024: 751 institutionsQ3 2024: 768 institutionsQ4 2024: 840 institutionsQ1 2025: 858 institutionsQ2 2025: 857 institutionsQ3 2025: 894 institutionsQ4 2025: 936 institutionsQ1 2026: 925 institutionsQ2 2026: 904 institutions
Value heldQ4 2022: $17.5B
Q1 2021: $12.3BQ2 2021: $13.2BQ3 2021: $14.0BQ4 2021: $15.5BQ1 2022: $17.3BQ2 2022: $14.3BQ3 2022: $16.1BQ4 2022: $17.5BQ1 2023: $14.8BQ2 2023: $16.5BQ3 2023: $15.7BQ4 2023: $17.4BQ1 2024: $19.9BQ2 2024: $18.9BQ3 2024: $19.1BQ4 2024: $23.9BQ1 2025: $21.8BQ2 2025: $23.8BQ3 2025: $26.0BQ4 2025: $24.6BQ1 2026: $22.0BQ2 2026: $23.1B
Institutions holding RJF and their total value by quarter
QuarterHoldersValue
Q2 2026904$23.1B
Q1 2026925$22.0B
Q4 2025936$24.6B
Q3 2025894$26.0B
Q2 2025857$23.8B
Q1 2025858$21.8B
Q4 2024840$23.9B
Q3 2024768$19.1B
Q2 2024751$18.9B
Q1 2024729$19.9B
Q4 2023720$17.4B
Q3 2023658$15.7B
Q2 2023644$16.5B
Q1 2023664$14.8B
Q4 2022701$17.5B
Q3 2022666$16.1B
Q2 2022657$14.3B
Q1 2022664$17.3B
Q4 2021638$15.5B
Q3 2021583$14.0B
Q2 2021565$13.2B
Q1 2021552$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.

Institutions holding RJF in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc23,255,887$2.48B0.07%+165,083+0.7%Added
Prana Capital Management, LP0$00.00%−200,964−100.0%Sold out
Azora Capital LP0$00.00%−72,533−100.0%Sold out
Marshall Wace, LLP0$00.00%−68,552−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−53,381−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−50,695−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−48,733−100.0%Sold out
EHP Funds Inc.0$00.00%−45,500−100.0%Sold out
Kiwi Wealth Investments Limited Partnership0$00.00%−42,998−100.0%Sold out
CIBC World Markets Corp0$00.00%−32,077−100.0%Sold out
Otter Creek Advisors, LLC0$00.00%−27,000−100.0%Sold out
Walleye Capital LLC0$00.00%−26,304−100.0%Sold out
Interval Partners, LP0$00.00%−26,029−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−22,283−100.0%Sold out
Natixis0$00.00%−21,749−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−21,600−100.0%Sold out
OPSEU Pension Plan Trust Fund0$00.00%−13,447−100.0%Sold out
LMR Partners LLP0$00.00%−13,395−100.0%Sold out
Alberta Investment Management Corp0$00.00%−13,184−100.0%Sold out
CTC Capital Management, LLC0$00.00%−12,100−100.0%Sold out
Capula Management Ltd0$00.00%−9,760−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−6,720−100.0%Sold out
DCM Advisors, LLC0$00.00%−6,363−100.0%Sold out
Staley Capital Advisers Inc0$00.00%−6,250−100.0%Sold out
Martin Capital Partners, LLC0$00.00%−5,561−100.0%Sold out
Connable Office Inc0$00.00%−5,238−100.0%Sold out
Integrated Investment Consultants, LLC0$00.00%−5,124−100.0%Sold out
Ritholtz Wealth Management0$00.00%−4,468−100.0%Sold out
Wolverine Trading, LLC0$00.00%−3,929−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−3,700−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−3,369−100.0%Sold out
IFG Advisory, LLC0$00.00%−3,282−100.0%Sold out
TruWealth Advisors, LLC0$00.00%−3,123−100.0%Sold out
Meeder Asset Management Inc0$00.00%−2,992−100.0%Sold out
Klingman & Associates, LLC0$00.00%−2,745−100.0%Sold out
Stratos Wealth Partners, LTD.0$00.00%−2,720−100.0%Sold out
Legacy Financial Advisors, Inc.0$00.00%−2,661−100.0%Sold out
Convergence Investment Partners, LLC0$00.00%−2,539−100.0%Sold out
Wedbush Securities Inc0$00.00%−2,531−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−2,430−100.0%Sold out
AlphaCentric Advisors LLC0$00.00%−2,263−100.0%Sold out
Virtu Financial LLC0$00.00%−2,238−100.0%Sold out
Standard Family Office LLC0$00.00%−1,173−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−956−100.0%Sold out
Virtus Investment Advisers, Inc.0$00.00%−556−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−479−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−466−100.0%Sold out
Evoke Wealth, LLC0$00.00%−340−100.0%Sold out
De Burlo Group Inc0$00.00%−192−100.0%Sold out
Trustcore Financial Services, LLC0$00.00%−103−100.0%Sold out
MUFG Americas Holdings Corp0$00.00%−79−100.0%Sold out
Absolute Capital Management, LLC0$00.00%−61−100.0%Sold out
Carolinas Wealth Consulting LLC0$00.00%−48−100.0%Sold out
HWG Holdings LP0$00.00%−8−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−9−100.0%Sold out
Cribstone Capital Management, LLC0$00.00%−2−100.0%Sold out
Agf Investments Inc.––––Not filed
Eaton Vance Management––––Not filed
Jefferies Group LLC––––Not filed
Bailey Value Limited Partnership––––Not filed
Corient Capital Partners, LLC––––Not filed
American Portfolios Advisors––––Not filed
Redpoint Investment Management Pty Ltd––––Not filed
Balasa Dinverno & Foltz LLC––––Not filed
NuWave Investment Management, LLC––––Not filed
H. L. Ormond & Company, LLC––––Not filed
55I, LLC––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
FourThought Financial, LLC––––Not filed
Covington Capital Management––––Not filed
Surevest, LLC––––Not filed
USA Financial Portformulas Corp––––Not filed