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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 400 | $42.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 398 | $42.5K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 382 | $40.8K | 0.00% | +382 | New |
| Trust Co | 379 | $40.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 360 | $38.4K | 0.01% | +1+0.3% | Added |
| Zions Bancorporation, N.A. | 351 | $37.5K | 0.00% | +75+27.2% | Added |
| Harvest Fund Management Co., Ltd | 348 | $37.0K | 0.01% | −3,182−90.1% | Reduced |
| Front Row Advisors LLC | 345 | $37.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 340 | $36.3K | 0.01% | −904−72.7% | Reduced |
| Tilia Fiduciary Partners, Inc. | 338 | $36.1K | 0.03% | −60−15.1% | Reduced |
| RFP Financial Group LLC | 323 | $34.5K | 0.02% | +323 | New |
| Toth Financial Advisory Corp | 305 | $32.6K | 0.01% | −305−50.0% | Reduced |
| Bray Capital Advisors | 300 | $32.1K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 300 | $32.1K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 292 | $31.2K | 0.01% | 00.0% | Unchanged |
| Mount Lucas Management LP | 277 | $29.6K | 0.01% | −38,827−99.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 270 | $29.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 261 | $27.9K | 0.02% | +55+26.7% | Added |
| Deseret Mutual Benefit Administrators | 258 | $27.6K | 0.01% | −212−45.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 256 | $27.4K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 250 | $26.7K | 0.01% | −100−28.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 250 | $26.7K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 241 | $25.8K | 0.00% | +8+3.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 232 | $24.9K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 225 | $24.0K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 223 | $23.8K | 0.00% | +223 | New |
| Resurgent Financial Advisors LLC | 219 | $23.4K | 0.01% | +219 | New |
| Massmutual Trust Co FSB | 211 | $23.0K | 0.00% | −28−11.7% | Reduced |
| Stephenson National Bank & Trust | 207 | $22.0K | 0.01% | −47−18.5% | Reduced |
| Private Trust Co NA | 205 | $22.0K | 0.00% | +11+5.7% | Added |
| Clear Street Markets LLC | 195 | $21.0K | 0.00% | +195 | New |
| Nomura Holdings Inc | 191 | $20.0K | 0.00% | +191 | New |
| Valley National Advisers Inc | 172 | $19.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 173 | $18.5K | 0.00% | +1+0.6% | Added |
| First Community Trust NA | 163 | $17.0K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 157 | $16.8K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 153 | $16.3K | 0.00% | 00.0% | Unchanged |
| Repertoire Partners LP | 150 | $16.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 143 | $15.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 145 | $15.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 139 | $14.9K | 0.00% | −4−2.8% | Reduced |
| AdvisorNet Financial, Inc | 138 | $14.7K | 0.00% | +9+7.0% | Added |
| Harbour Investments, Inc. | 134 | $14.3K | 0.00% | +1+0.8% | Added |
| Edge Capital Group, LLC | 133 | $14.2K | 0.00% | −69−34.2% | Reduced |
| Bell Investment Advisors, Inc | 125 | $13.4K | 0.00% | +5+4.2% | Added |
| Farmers & Merchants Investments Inc | 121 | $12.9K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 119 | $12.7K | 0.01% | +119 | New |
| GHP Investment Advisors, Inc. | 116 | $12.4K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 111 | $11.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 101 | $10.8K | 0.00% | +1+1.0% | Added |
| Baker Avenue Asset Management, LP | 100 | $10.7K | 0.00% | +100 | New |
| Hall Laurie J Trustee | 95 | $10.0K | 0.00% | −50−34.5% | Reduced |
| Clearstead Advisors, LLC | 83 | $8.87K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 82 | $8.76K | 0.00% | +9+12.3% | Added |
| Plante Moran Financial Advisors, LLC | 78 | $8.33K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 78 | $8.33K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 78 | $8.33K | 0.01% | +20+34.5% | Added |
| Cornerstone Planning Group LLC | 67 | $7.53K | 0.00% | +67 | New |
| Glen Eagle Advisors, LLC | 66 | $7.05K | 0.00% | +66 | New |
| Concord Wealth Partners | 65 | $6.93K | 0.00% | +65 | New |
| SOA Wealth Advisors, LLC. | 56 | $5.99K | 0.00% | −9−13.8% | Reduced |
| Quent Capital, LLC | 55 | $5.88K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 53 | $5.66K | 0.00% | −137−72.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 53 | $5.66K | 0.00% | +53 | New |
| First Manhattan Co | 52 | $5.56K | 0.00% | +52 | New |
| Crewe Advisors LLC | 48 | $5.13K | 0.00% | −74−60.7% | Reduced |
| Copeland Capital Management, LLC | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 42 | $4.49K | 0.00% | +42 | New |
| KB Financial Partners, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 42 | $4.00K | 0.00% | +42 | New |
| Sofos Investments, Inc. | 107 | $3.69K | 0.04% | +107 | New |
| BerganKDV Wealth Management, LLC | 33 | $3.58K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 33 | $3.56K | 0.00% | +33 | New |
| McIlrath & Eck, LLC | 32 | $3.45K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $3.42K | 0.00% | +13+68.4% | Added |
| Raffa Wealth Management, LLC | 30 | $3.21K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 28 | $2.99K | 0.00% | +13+86.7% | Added |
| Disciplined Investments, LLC | 28 | $2.99K | 0.00% | −3−9.7% | Reduced |
| Manchester Capital Management LLC | 27 | $2.88K | 0.00% | −2−6.9% | Reduced |
| NewSquare Capital LLC | 24 | $2.56K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $2.14K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 536 | $2.00K | 0.00% | +486+972.0% | Added |
| C M Bidwell & Associates Ltd | 16 | $1.71K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 14 | $1.59K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 13 | $1.39K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 12 | $1.28K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 11 | $1.18K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 11 | $1.18K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $1.07K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 10 | $1.00K | 0.00% | +10 | New |
| TFC Financial Management | 9 | $962 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 7 | $748 | 0.00% | +7 | New |
| West Paces Advisors Inc. | 6 | $641 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 4 | $427 | 0.00% | +4 | New |
| Versant Capital Management, Inc | 3 | $321 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3 | $321 | 0.00% | +3 | New |
| Colonial Trust Advisors | 2 | $214 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 1 | $106 | 0.00% | +1 | New |