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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 14,907 | $1.59M | 0.01% | −379−2.5% | Reduced |
| Davis Investment Partners, LLC | 13,816 | $1.57M | 0.79% | +13,816 | New |
| High Net Worth Advisory Group LLC | 14,631 | $1.56M | 0.61% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 14,263 | $1.52M | 0.22% | +14,263 | New |
| Empire Life Investments Inc. | 14,233 | $1.52M | 0.10% | −34−0.2% | Reduced |
| Gyroscope Capital Management Group, LLC | 14,132 | $1.51M | 0.46% | −2,783−16.5% | Reduced |
| Meridian Wealth Advisors, LLC | 14,095 | $1.51M | 0.39% | −555−3.8% | Reduced |
| Stephens Consulting, LLC | 14,034 | $1.50M | 1.00% | +13+0.1% | Added |
| Hartford Investment Management Co | 13,994 | $1.50M | 0.05% | −4,376−23.8% | Reduced |
| Cascade Investment Advisors, Inc. | 13,980 | $1.49M | 1.24% | −75−0.5% | Reduced |
| HBK Sorce Advisory LLC | 13,960 | $1.49M | 0.04% | +8,757+168.3% | Added |
| Heritage Wealth Advisors | 13,860 | $1.48M | 0.09% | −243−1.7% | Reduced |
| Prudential PLC | 13,848 | $1.48M | 0.02% | −30,850−69.0% | Reduced |
| Park Avenue Securities LLC | 13,749 | $1.47M | 0.03% | −363−2.6% | Reduced |
| Daiwa Securities Group Inc. | 13,588 | $1.45M | 0.01% | +672+5.2% | Added |
| Ethic Inc. | 12,668 | $1.35M | 0.07% | +6,426+102.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,563 | $1.34M | 0.00% | +4,199+50.2% | Added |
| Louisiana State Employees Retirement System | 12,500 | $1.34M | 0.04% | +100+0.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,296 | $1.31M | 0.03% | −484−3.8% | Reduced |
| Sabal Trust CO | 12,260 | $1.31M | 0.09% | 00.0% | Unchanged |
| Credit Agricole S A | 12,171 | $1.30M | 0.05% | +12,171 | New |
| HRT Financial LP | 12,128 | $1.29M | 0.02% | −63−0.5% | Reduced |
| One + One Wealth Management, LLC | 12,061 | $1.29M | 0.90% | −49−0.4% | Reduced |
| Shilanski & Associates, Inc. | 11,898 | $1.27M | 0.56% | +11,898 | New |
| O'Shaughnessy Asset Management, LLC | 11,688 | $1.25M | 0.02% | −49−0.4% | Reduced |
| Edgestream Partners, L.P. | 11,604 | $1.24M | 0.14% | +11,604 | New |
| Oxford Financial Group Ltd | 11,360 | $1.21M | 0.14% | +61+0.5% | Added |
| Clearbridge Investments, LLC | 11,351 | $1.21M | 0.00% | −1,725−13.2% | Reduced |
| Veritable, L.P. | 10,877 | $1.16M | 0.02% | +144+1.3% | Added |
| Guggenheim Capital LLC | 10,780 | $1.15M | 0.01% | −1,859−14.7% | Reduced |
| Metropolitan Life Insurance Co | 10,741 | $1.15M | 0.05% | −579−5.1% | Reduced |
| Hamilton Capital Partners Inc. | 10,715 | $1.14M | 0.49% | +10,715 | New |
| Atlas Wealth LLC | 10,247 | $1.09M | 0.30% | +10,247 | New |
| Paragon Capital Management Inc | 10,206 | $1.09M | 1.02% | +10,206 | New |
| Gofen & Glossberg LLC | 10,186 | $1.09M | 0.03% | +969+10.5% | Added |
| Cumberland Partners Ltd | 10,100 | $1.08M | 0.11% | −850−7.8% | Reduced |
| Intech Investment Management LLC | 9,870 | $1.05M | 0.01% | −4,013−28.9% | Reduced |
| Montag & Caldwell, LLC | 9,739 | $1.04M | 0.15% | −175−1.8% | Reduced |
| Kestra Advisory Services, LLC | 9,624 | $1.03M | 0.01% | +1,756+22.3% | Added |
| Norinchukin Bank, The | 9,583 | $1.02M | 0.02% | −2,666−21.8% | Reduced |
| Verition Fund Management LLC | 9,573 | $1.02M | 0.02% | +3,658+61.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,407 | $1.00M | 0.03% | +7,666+440.3% | Added |
| Gryphon Financial Partners LLC | 9,405 | $1.00M | 0.24% | −29−0.3% | Reduced |
| La Banque Postale Asset Management SA | 9,348 | $998.8K | 0.03% | +9,348 | New |
| Schneider Downs Wealth Management Advisors, LP | 9,308 | $994.6K | 0.22% | −360−3.7% | Reduced |
| New Mexico Educational Retirement Board | 9,275 | $991.0K | 0.05% | −700−7.0% | Reduced |
| Tower Research Capital LLC (TRC) | 9,208 | $984.0K | 0.04% | −13,148−58.8% | Reduced |
| RMB Capital Management, LLC | 9,100 | $972.3K | 0.03% | 00.0% | Unchanged |
| Financial Counselors Inc | 8,981 | $960.0K | 0.02% | +8,981 | New |
| We Are One Seven, LLC | 8,962 | $957.6K | 0.10% | +703+8.5% | Added |
| Ossiam | 8,875 | $948.3K | 0.02% | +7,364+487.4% | Added |
| Chiron Capital Management, LLC | 8,850 | $945.6K | 0.66% | 00.0% | Unchanged |
| Magnetar Financial LLC | 8,821 | $943.0K | 0.02% | +8,821 | New |
| Western Wealth Management, LLC | 8,651 | $924.4K | 0.09% | +564+7.0% | Added |
| Horizon Investments, LLC | 8,638 | $923.0K | 0.03% | +946+12.3% | Added |
| Moody National Bank Trust Division | 8,555 | $914.0K | 0.08% | +105+1.2% | Added |
| Cetera Advisor Networks LLC | 8,544 | $912.9K | 0.01% | +4,472+109.8% | Added |
| West Michigan Advisors, LLC | 8,502 | $908.4K | 0.66% | −620−6.8% | Reduced |
| United Capital Financial Advisers, LLC | 8,495 | $907.7K | 0.01% | +239+2.9% | Added |
| Trust Co of Toledo NA | 8,455 | $903.0K | 0.17% | −5−0.1% | Reduced |
| Baird Financial Group, Inc. | 8,415 | $900.0K | 0.00% | +3,937+87.9% | Added |
| Bradley Foster & Sargent Inc | 8,415 | $899.1K | 0.02% | −1,100−11.6% | Reduced |
| Saturna Capital CORP | 8,352 | $892.4K | 0.02% | 00.0% | Unchanged |
| Paloma Partners Management Co | 8,322 | $889.2K | 0.19% | +8,322 | New |
| Consolidated Planning Corp | 8,309 | $887.8K | 0.25% | −512−5.8% | Reduced |
| Skylands Capital, LLC | 8,199 | $876.1K | 0.14% | −150−1.8% | Reduced |
| Phoenix Holdings Ltd. | 7,989 | $860.8K | 0.02% | −3,324−29.4% | Reduced |
| Capital Investment Advisors, LLC | 8,050 | $860.0K | 0.03% | +33+0.4% | Added |
| Virginia Retirement Systems Et Al | 8,000 | $854.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,979 | $852.5K | 0.02% | +292+3.8% | Added |
| Harrell Investment Partners, LLC | 7,886 | $842.6K | 0.33% | −690−8.0% | Reduced |
| Achmea Investment Management B.V. | 8,335 | $834.0K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 7,741 | $827.2K | 0.02% | +7,741 | New |
| Assetmark, Inc | 7,671 | $819.6K | 0.00% | −915−10.7% | Reduced |
| Vetamer Capital Management, L.P. | 7,575 | $809.4K | 1.12% | −15,729−67.5% | Reduced |
| Quantinno Capital Management LP | 7,497 | $801.0K | 0.06% | +100+1.4% | Added |
| Keybank National Association | 7,457 | $796.8K | 0.00% | −860−10.3% | Reduced |
| Covenant Partners, LLC | 7,122 | $761.0K | 0.31% | 00.0% | Unchanged |
| Cetera Investment Advisers | 7,097 | $758.3K | 0.01% | +2,703+61.5% | Added |
| Eqis Capital Management, Inc. | 7,059 | $754.2K | 0.08% | −404−5.4% | Reduced |
| Great Diamond Partners, LLC | 7,039 | $752.1K | 0.23% | +1,348+23.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,962 | $744.0K | 0.06% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 6,856 | $732.6K | 0.22% | +75+1.1% | Added |
| Wesbanco Bank Inc | 6,852 | $732.0K | 0.03% | +6,852 | New |
| Texas Yale Capital Corp. | 6,750 | $721.2K | 0.04% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 6,680 | $713.8K | 0.01% | −1,516−18.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,510 | $696.0K | 0.04% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 6,492 | $693.7K | 0.02% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 6,450 | $689.2K | 0.84% | 00.0% | Unchanged |
| AE Wealth Management LLC | 6,438 | $687.9K | 0.00% | +1,477+29.8% | Added |
| Lido Advisors, LLC | 6,368 | $680.4K | 0.01% | −931−12.8% | Reduced |
| Wealthspire Advisors, LLC | 6,356 | $679.1K | 0.01% | +678+11.9% | Added |
| National Bank of Canada | 6,257 | $668.6K | 0.00% | +4,896+359.7% | Added |
| Sumitomo Life Insurance Co | 6,183 | $661.0K | 0.05% | −548−8.1% | Reduced |
| Signature Wealth Management Group | 6,119 | $653.9K | 0.32% | −138−2.2% | Reduced |
| Heartland Bank & Trust Co | 6,114 | $653.3K | 0.48% | +6,114 | New |
| Northwestern Mutual Investment Management Company, LLC | 6,067 | $648.3K | 0.02% | −1,147−15.9% | Reduced |
| Principal Street Partners, LLC | 6,064 | $648.2K | 0.16% | −652−9.7% | Reduced |
| Johnson Investment Counsel Inc | 5,964 | $637.3K | 0.01% | +140+2.4% | Added |
| Forum Financial Management, LP | 5,933 | $633.9K | 0.02% | 00.0% | Unchanged |