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