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 |
|---|---|---|---|---|---|
| Echo Street Capital Management LLC | 5,871 | $627.3K | 0.01% | +5,871 | New |
| Systematic Alpha Investments, LLC | 5,700 | $609.0K | 0.03% | 00.0% | Unchanged |
| Intrust Bank NA | 5,671 | $605.9K | 0.08% | +327+6.1% | Added |
| Cavalier Investments, LLC | 5,662 | $605.0K | 0.22% | −280−4.7% | Reduced |
| Qtron Investments LLC | 5,597 | $598.0K | 0.13% | −496−8.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,584 | $597.0K | 0.00% | +560+11.1% | Added |
| Connectus Wealth, LLC | 5,506 | $588.3K | 0.02% | −500−8.3% | Reduced |
| Community Capital Management, Inc. | 5,500 | $587.7K | 0.76% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 5,445 | $581.8K | 0.34% | −400−6.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,436 | $580.8K | 0.01% | −708−11.5% | Reduced |
| Tranquility Partners, LLC | 5,314 | $567.8K | 0.29% | −228−4.1% | Reduced |
| Apollon Wealth Management, LLC | 5,307 | $567.1K | 0.04% | −1,202−18.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,217 | $557.0K | 0.03% | +5,217 | New |
| Vident Investment Advisory, LLC | 5,184 | $553.9K | 0.02% | +449+9.5% | Added |
| Advisor Partners II, LLC | 5,140 | $549.2K | 0.03% | +1,125+28.0% | Added |
| Dock Street Asset Management Inc | 4,979 | $532.0K | 0.12% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,959 | $529.9K | 0.01% | +39+0.8% | Added |
| Swedbank AB | 4,904 | $524.0K | 0.00% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 4,835 | $516.6K | 0.06% | +4,835 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,832 | $516.3K | 0.01% | +201+4.3% | Added |
| Empirical Finance, LLC | 4,750 | $507.5K | 0.05% | +427+9.9% | Added |
| Beverly Hills Private Wealth, LLC | 4,733 | $505.7K | 0.22% | +4,733 | New |
| Oarsman Capital, Inc. | 4,606 | $492.2K | 0.25% | +4,606 | New |
| Vestcor Inc | 4,608 | $492.0K | 0.02% | −5,628−55.0% | Reduced |
| Assenagon Asset Management S.A. | 4,585 | $490.0K | 0.00% | −27−0.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,549 | $486.0K | 0.22% | −1,614−26.2% | Reduced |
| TD Private Client Wealth LLC | 4,490 | $479.8K | 0.02% | −917−17.0% | Reduced |
| Ieq Capital, LLC | 4,413 | $471.6K | 0.01% | −308−6.5% | Reduced |
| Agate Pass Investment Management, LLC | 4,329 | $462.6K | 0.33% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4,282 | $457.5K | 0.26% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,273 | $456.5K | 0.01% | +348+8.9% | Added |
| Pathstone Family Office, LLC | 6,765 | $452.4K | 0.01% | +2,089+44.7% | Added |
| SG Americas Securities, LLC | 4,219 | $451.0K | 0.01% | +207+5.2% | Added |
| DFPG Investments, LLC | 4,028 | $450.3K | 0.07% | +4,028 | New |
| Blueshift Asset Management, LLC | 4,194 | $448.1K | 0.21% | +4,194 | New |
| Biltmore Family Office, LLC | 4,131 | $443.1K | 0.09% | +4,131 | New |
| Greenleaf Trust | 4,121 | $440.0K | 0.01% | +81+2.0% | Added |
| Laffer Tengler Investments | 4,099 | $438.0K | 0.13% | +4,099 | New |
| Contravisory Investment Management, Inc. | 4,048 | $432.5K | 0.12% | +3+0.1% | Added |
| Harbor Investment Advisory, LLC | 4,031 | $430.7K | 0.07% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,021 | $429.6K | 0.05% | −3,092−43.5% | Reduced |
| Metis Global Partners, LLC | 4,011 | $428.6K | 0.04% | +1,134+39.4% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $427.4K | 0.07% | 00.0% | Unchanged |
| Bowman & Co S.C. | 4,000 | $427.4K | 0.33% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,946 | $421.6K | 0.03% | +571+16.9% | Added |
| Shulman DeMeo Asset Management LLC | 3,937 | $420.7K | 0.14% | −14−0.4% | Reduced |
| New Millennium Group LLC | 3,861 | $412.6K | 0.44% | +136+3.7% | Added |
| Visionary Wealth Advisors | 3,854 | $412.0K | 0.04% | −100−2.5% | Reduced |
| Essex Financial Services, Inc. | 3,843 | $410.0K | 0.04% | −73−1.9% | Reduced |
| Great Valley Advisor Group, Inc. | 3,737 | $399.3K | 0.02% | −28−0.7% | Reduced |
| Silvercrest Asset Management Group LLC | 3,734 | $399.0K | 0.00% | −1,544−29.3% | Reduced |
| Huntington National Bank | 3,728 | $398.3K | 0.00% | −32−0.9% | Reduced |
| Toroso Investments, LLC | 3,637 | $389.0K | 0.01% | +255+7.5% | Added |
| Fullerton Fund Management Co Ltd. | 3,623 | $387.1K | 0.03% | +3,623 | New |
| Symmetry Partners, LLC | 3,604 | $385.0K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,553 | $379.6K | 0.02% | −1,023−22.4% | Reduced |
| Pearl River Capital, LLC | 3,490 | $372.9K | 0.06% | +355+11.3% | Added |
| Veriti Management LLC | 3,454 | $369.1K | 0.05% | +334+10.7% | Added |
| Federation des caisses Desjardins du Quebec | 3,428 | $366.3K | 0.00% | +421+14.0% | Added |
| Northwestern Mutual Wealth Management Co | 3,419 | $365.3K | 0.00% | +100+3.0% | Added |
| Two Sigma Securities, LLC | 3,403 | $363.6K | 0.05% | +3,403 | New |
| Wetherby Asset Management Inc | 3,346 | $357.5K | 0.02% | −5−0.1% | Reduced |
| Lazard Asset Management LLC | 3,239 | $345.0K | 0.00% | +3,239 | New |
| Triasima Portfolio Management inc. | 3,195 | $341.4K | 0.03% | +3,195 | New |
| Cerity Partners LLC | 3,175 | $339.7K | 0.00% | +668+26.6% | Added |
| Quantitative Investment Management, LLC | 3,151 | $336.0K | 0.06% | +3,151 | New |
| Everence Capital Management Inc | 3,120 | $333.0K | 0.03% | −4,320−58.1% | Reduced |
| Bleakley Financial Group, LLC | 3,115 | $332.9K | 0.01% | +3,115 | New |
| Avantax Advisory Services, Inc. | 3,079 | $329.0K | 0.00% | +227+8.0% | Added |
| Clarus Group, Inc. | 3,077 | $328.7K | 0.29% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,088 | $328.1K | 0.00% | +502+19.4% | Added |
| Knowledge Leaders Capital, LLC | 3,067 | $327.7K | 0.43% | −10−0.3% | Reduced |
| Flagship Harbor Advisors, LLC | 3,065 | $327.5K | 0.03% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 3,033 | $324.1K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,258 | $322.0K | 0.01% | +1,508+86.2% | Added |
| Natixis Investment Managers International | 3,012 | $321.8K | 0.02% | +285+10.5% | Added |
| Synovus Financial Corp | 3,006 | $321.2K | 0.00% | +3,006 | New |
| Sherbrooke Park Advisers LLC | 3,000 | $320.6K | 0.23% | +3,000 | New |
| Snowden Capital Advisors LLC | 2,995 | $320.0K | 0.01% | −650−17.8% | Reduced |
| Fulton Bank, N.A. | 2,983 | $319.0K | 0.02% | −338−10.2% | Reduced |
| Atria Wealth Solutions, Inc. | 2,947 | $316.1K | 0.01% | −1,927−39.5% | Reduced |
| Dakota Wealth Management | 2,943 | $314.5K | 0.02% | +2,943 | New |
| Blue Chip Partners, Inc. | 2,937 | $313.8K | 0.04% | +10.0% | Added |
| Novare Capital Management LLC | 2,930 | $313.1K | 0.04% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,925 | $312.5K | 0.06% | 00.0% | Unchanged |
| Royce & Associates LP | 2,900 | $309.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 2,897 | $309.5K | 0.05% | +122+4.4% | Added |
| Navellier & Associates Inc | 2,884 | $308.2K | 0.06% | −14−0.5% | Reduced |
| YorkBridge Wealth Partners, LLC | 2,871 | $306.8K | 0.08% | −675−19.0% | Reduced |
| FDx Advisors, Inc. | 2,868 | $306.0K | 0.01% | −83−2.8% | Reduced |
| Pitcairn Co | 2,849 | $304.4K | 0.03% | −127−4.3% | Reduced |
| Quad-Cities Investment Group, LLC | 2,843 | $303.8K | 0.22% | +8+0.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,780 | $297.0K | 0.10% | +1,080+63.5% | Added |
| Moseley Investment Management Inc | 2,771 | $296.1K | 0.21% | −200−6.7% | Reduced |
| Proequities, Inc. | 2,758 | $295.9K | 0.02% | −138−4.8% | Reduced |
| Phillips Wealth Planners LLC | 2,600 | $294.8K | 0.51% | +2,600 | New |
| Meeder Advisory Services, Inc. | 2,756 | $294.4K | 0.04% | +2,756 | New |
| DoubleLine ETF Adviser LP | 2,733 | $292.0K | 0.15% | +2,733 | New |
| Evercore Wealth Management, LLC | 2,728 | $291.5K | 0.01% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 2,715 | $290.1K | 0.11% | 00.0% | Unchanged |