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