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 |
|---|---|---|---|---|---|
| MTM Investment Management, LLC | 2,700 | $288.5K | 0.15% | 00.0% | Unchanged |
| Seeyond | 2,684 | $286.8K | 0.03% | −5−0.2% | Reduced |
| Checchi Capital Advisers, LLC | 2,614 | $279.3K | 0.03% | −45−1.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,384 | $277.0K | 0.01% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 2,568 | $274.4K | 0.07% | +2,568 | New |
| Level Four Advisory Services, LLC | 2,535 | $270.9K | 0.02% | +2,535 | New |
| 44 Wealth Management LLC | 2,531 | $270.4K | 0.09% | −866−25.5% | Reduced |
| Schechter Investment Advisors, LLC | 2,510 | $268.2K | 0.02% | +208+9.0% | Added |
| RBA Wealth Management, LLC | 2,510 | $268.2K | 0.14% | −505−16.7% | Reduced |
| Nations Financial Group Inc, | 2,505 | $267.7K | 0.03% | +2+0.1% | Added |
| Wedmont Private Capital | 2,402 | $264.7K | 0.04% | +2,402 | New |
| Boston Private Wealth LLC | 2,475 | $264.5K | 0.00% | −496−16.7% | Reduced |
| Alliance Wealth Advisors, LLC | 2,475 | $264.5K | 0.12% | +2,475 | New |
| Salem Investment Counselors Inc | 2,458 | $263.7K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,458 | $262.6K | 0.01% | +2,458 | New |
| CWM, LLC | 2,429 | $260.0K | 0.00% | +351+16.9% | Added |
| Vestmark Advisory Solutions, Inc. | 2,426 | $259.3K | 0.01% | −411−14.5% | Reduced |
| Leuthold Group, LLC | 2,403 | $256.8K | 0.03% | −41,315−94.5% | Reduced |
| Banque Cantonale Vaudoise | 2,400 | $256.0K | 0.01% | 00.0% | Unchanged |
| American Trust | 2,393 | $255.7K | 0.02% | −59−2.4% | Reduced |
| Cigna Investments Inc | 2,378 | $254.0K | 0.05% | 00.0% | Unchanged |
| First Bank & Trust | 2,364 | $252.0K | 0.07% | +144+6.5% | Added |
| Balentine LLC | 2,353 | $251.4K | 0.01% | −23−1.0% | Reduced |
| Canandaigua National Corp | 2,302 | $246.0K | 0.04% | −537−18.9% | Reduced |
| Appleton Partners Inc | 2,300 | $246.0K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,299 | $246.0K | 0.07% | +2,299 | New |
| Sutton Wealth Advisors Inc. | 2,273 | $242.9K | 0.09% | −500−18.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,257 | $241.2K | 0.04% | +17+0.8% | Added |
| Vantage Consulting Group Inc | 2,255 | $240.9K | 0.14% | −263−10.4% | Reduced |
| Syntax Advisors, LLC | 2,255 | $240.9K | 0.20% | −263−10.4% | Reduced |
| SeaCrest Wealth Management, LLC | 2,229 | $238.2K | 0.03% | −3−0.1% | Reduced |
| Principle Wealth Partners LLC | 2,225 | $237.7K | 0.03% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 2,213 | $236.5K | 0.27% | +7+0.3% | Added |
| XTX Topco Ltd | 2,194 | $234.4K | 0.05% | −530−19.5% | Reduced |
| Arbor Investment Advisors, LLC | 2,181 | $233.0K | 0.05% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,173 | $232.2K | 0.03% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 2,140 | $228.7K | 0.02% | −86−3.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 2,133 | $227.9K | 0.06% | +2,133 | New |
| Financial Insights, Inc. | 2,128 | $227.4K | 0.11% | +13+0.6% | Added |
| Legacy Wealth Asset Management, LLC | 2,117 | $226.2K | 0.09% | −1,042−33.0% | Reduced |
| NorthRock Partners, LLC | 2,106 | $225.0K | 0.03% | +2,106 | New |
| AM Squared Ltd | 2,100 | $224.4K | 0.15% | +2,100 | New |
| Profund Advisors LLC | 2,080 | $222.2K | 0.01% | −84−3.9% | Reduced |
| Fox Run Management, L.L.C. | 2,059 | $220.0K | 0.09% | +2,059 | New |
| Eagle Bay Advisors LLC | 2,050 | $219.0K | 0.12% | +550+36.7% | Added |
| Rockefeller Capital Management L.P. | 2,015 | $214.0K | 0.00% | −257−11.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,000 | $213.7K | 0.06% | −750−27.3% | Reduced |
| Collective Family Office LLC | 2,000 | $213.7K | 0.10% | +2,000 | New |
| Malaga Cove Capital, LLC | 1,985 | $212.1K | 0.12% | +1,985 | New |
| YHB Investment Advisors, Inc. | 1,956 | $209.0K | 0.02% | −250−11.3% | Reduced |
| Brighton Jones LLC | 1,939 | $207.2K | 0.01% | +1,939 | New |
| First Horizon Advisors, Inc. | 1,936 | $206.9K | 0.01% | −4−0.2% | Reduced |
| Patron Partners Advisors, LLC | 1,918 | $204.9K | 0.15% | +1,918 | New |
| Sawtooth Solutions, LLC | 1,906 | $203.7K | 0.03% | +1,906 | New |
| Mather Group, LLC. | 1,903 | $203.4K | 0.00% | +1,903 | New |
| Private Advisor Group, LLC | 2,918 | $203.1K | 0.01% | +2,918 | New |
| Bessemer Group Inc | 1,891 | $201.0K | 0.00% | +42+2.3% | Added |
| Central Trust Co | 1,822 | $194.7K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,752 | $187.2K | 0.01% | +1,752 | New |
| Advisory Services Network, LLC | 1,599 | $170.8K | 0.01% | +1,599 | New |
| Alpha Paradigm Partners, LLC | 1,520 | $162.0K | 0.07% | +1,520 | New |
| Deane Retirement Strategies, Inc. | 1,507 | $161.0K | 0.09% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,400 | $150.0K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,288 | $138.0K | 0.06% | +114+9.7% | Added |
| Belpointe Asset Management LLC | 1,283 | $137.1K | 0.01% | +107+9.1% | Added |
| CoreCap Advisors, LLC | 1,244 | $132.9K | 0.01% | +1,244 | New |
| Quadrant Capital Group LLC | 1,175 | $125.5K | 0.01% | −146−11.1% | Reduced |
| PSI Advisors, LLC | 1,157 | $123.6K | 0.07% | −2,250−66.0% | Reduced |
| Parallel Advisors, LLC | 1,151 | $123.0K | 0.01% | +89+8.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,116 | $119.0K | 0.01% | +469+72.5% | Added |
| South Dakota Investment Council | 1,100 | $118.0K | 0.00% | −1,800−62.1% | Reduced |
| Smithfield Trust Co | 1,077 | $115.0K | 0.01% | −103−8.7% | Reduced |
| Comerica Securities,inc. | 1,067 | $114.5K | 0.01% | +1,067 | New |
| Coastal Capital Group, Inc. | 1,122 | $110.9K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,026 | $109.0K | 0.00% | +34+3.4% | Added |
| EverSource Wealth Advisors, LLC | 916 | $97.9K | 0.01% | −150−14.1% | Reduced |
| Caldwell Trust Co | 869 | $92.9K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 853 | $91.1K | 0.01% | +236+38.2% | Added |
| Kapitalo Investimentos Ltda | 844 | $90.2K | 0.07% | +844 | New |
| Arlington Partners LLC | 830 | $88.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 787 | $84.1K | 0.01% | −171−17.8% | Reduced |
| Spire Wealth Management | 783 | $84.0K | 0.00% | −43−5.2% | Reduced |
| Covestor Ltd | 780 | $83.0K | 0.07% | +601+335.8% | Added |
| Cambridge Trust Co | 717 | $77.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 719 | $76.8K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 717 | $76.6K | 0.00% | −6−0.8% | Reduced |
| Delta Asset Management LLC | 675 | $72.1K | 0.01% | +675 | New |
| CVA Family Office, LLC | 607 | $64.9K | 0.02% | +35+6.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 606 | $64.8K | 0.01% | −73−10.8% | Reduced |
| Allworth Financial LP | 570 | $60.9K | 0.00% | −20−3.4% | Reduced |
| Ci Investments Inc. | 542 | $58.0K | 0.00% | −1,368−71.6% | Reduced |
| Atlas Capital Advisors LLC | 526 | $56.2K | 0.01% | −22−4.0% | Reduced |
| Accurate Wealth Management, LLC | 500 | $55.5K | 0.02% | +500 | New |
| Parkside Financial Bank & Trust | 517 | $55.2K | 0.02% | +36+7.5% | Added |
| Umb Bank N A | 512 | $55.0K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $53.0K | 0.03% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 447 | $47.8K | 0.00% | −73,288−99.4% | Reduced |
| JFS Wealth Advisors, LLC | 442 | $47.3K | 0.00% | +35+8.6% | Added |
| Pinnacle Financial Partners Inc | 442 | $47.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 437 | $46.7K | 0.02% | +437 | New |