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, Q1 2023
Institutional positions in Raymond James Financial Inc as of Mar 31, 2023. 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
- 664
- −25 vs. Q4 2022
- Shares held
- 159.4M
- −3.87M (−2.4%) vs. Q4 2022
- Total value
- $14.8B
- −$2.60B (−14.9%) vs. Q4 2022
- New holders
- 62
- 230 more added
- Sold out
- 87
- 264 more reduced
12 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 23,355,924 | $2.18B | 0.06% | +100,037+0.4% | Added |
| BlackRock Inc. | 16,424,223 | $1.53B | 0.05% | −473,603−2.8% | Reduced |
| Primecap Management Co | 12,836,557 | $1.20B | 1.04% | −223,330−1.7% | Reduced |
| FMR LLC | 9,993,550 | $932.1M | 0.09% | +1,625,771+19.4% | Added |
| Wellington Management Group LLP | 9,876,933 | $921.2M | 0.18% | +312,384+3.3% | Added |
| State Street Corp | 7,941,039 | $744.0M | 0.04% | −386,280−4.6% | Reduced |
| JPMorgan Chase & Co | 6,876,054 | $641.3M | 0.08% | +1,448,047+26.7% | Added |
| Geode Capital Management, LLC | 4,018,058 | $373.9M | 0.05% | +76,385+1.9% | Added |
| Massachusetts Financial Services Co | 2,734,917 | $255.1M | 0.09% | −2,143−0.1% | Reduced |
| Invesco Ltd. | 2,245,749 | $209.5M | 0.06% | +40,295+1.8% | Added |
| Brave Warrior Advisors, LLC | 2,176,510 | $203.0M | 6.28% | −10,941−0.5% | Reduced |
| Northern Trust Corp | 2,109,746 | $196.8M | 0.04% | −22,154−1.0% | Reduced |
| Agf Management Ltd | 2,033,916 | $189.7M | 1.30% | −120,460−5.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,017,428 | $188.2M | 0.13% | +2,940+0.1% | Added |
| Bank of America Corp | 1,917,183 | $178.8M | 0.02% | −30,879−1.6% | Reduced |
| Earnest Partners LLC | 1,887,174 | $176.0M | 1.02% | +45,320+2.5% | Added |
| Morgan Stanley | 1,865,624 | $174.0M | 0.02% | −412,648−18.1% | Reduced |
| Norges Bank | 1,853,634 | $172.9M | 0.04% | −81,459−4.2% | Reduced |
| Mercer Global Advisors Inc | 1,678,627 | $156.6M | 0.71% | +25,362+1.5% | Added |
| APG Asset Management N.V. | 1,578,472 | $135.5M | 0.29% | −216,310−12.1% | Reduced |
| Legal & General Group Plc | 1,444,653 | $134.7M | 0.05% | −1,685−0.1% | Reduced |
| Bank of New York Mellon Corp | 1,411,535 | $131.7M | 0.03% | −51,801−3.5% | Reduced |
| Price T Rowe Associates Inc | 1,339,345 | $124.9M | 0.02% | +513,985+62.3% | Added |
| Dimensional Fund Advisors LP | 1,317,008 | $122.8M | 0.04% | +59,094+4.7% | Added |
| Thrivent Financial for Lutherans | 1,141,564 | $106.5M | 0.26% | +778,644+214.5% | Added |
| Harfst & Associates, Inc. | 1,114,865 | $104.0M | 29.82% | −587−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,005,331 | $93.8M | 0.03% | +6,055+0.6% | Added |
| Congress Asset Management Co | 990,076 | $92.3M | 0.86% | −936−0.1% | Reduced |
| Goldman Sachs Group Inc | 967,182 | $90.2M | 0.02% | −66,028−6.4% | Reduced |
| UBS Asset Management Americas Inc | 908,434 | $84.7M | 0.04% | −90,394−9.1% | Reduced |
| Millennium Management LLC | 853,947 | $79.6M | 0.09% | +228,471+36.5% | Added |
| Principal Financial Group Inc | 716,856 | $66.9M | 0.05% | +44,747+6.7% | Added |
| Nuveen Asset Management, LLC | 663,618 | $61.9M | 0.02% | −4,118−0.6% | Reduced |
| Palisade Capital Management LLC | 582,535 | $54.3M | 1.47% | +4,020+0.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 563,338 | $52.5M | 0.04% | +8,657+1.6% | Added |
| SEI Investments Co | 558,176 | $52.1M | 0.10% | +37,492+7.2% | Added |
| Premier Fund Managers Ltd | 526,000 | $48.5M | 1.92% | 00.0% | Unchanged |
| Amundi | 511,696 | $45.9M | 0.02% | −11,257−2.2% | Reduced |
| Fisher Asset Management, LLC | 489,876 | $45.9M | 0.03% | −105,434−17.7% | Reduced |
| Citadel Advisors LLC | 474,139 | $44.2M | 0.05% | −638,920−57.4% | Reduced |
| Wells Fargo & Company | 473,240 | $44.1M | 0.01% | +89,300+23.3% | Added |
| Deutsche Bank AG | 463,130 | $43.2M | 0.02% | −74,897−13.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 453,091 | $42.3M | 0.26% | −468,951−50.9% | Reduced |
| California Public Employees Retirement System | 401,237 | $37.4M | 0.03% | −59,866−13.0% | Reduced |
| Southpoint Capital Advisors LP | 400,000 | $37.3M | 0.85% | −900,000−69.2% | Reduced |
| HSBC Holdings PLC | 396,465 | $36.9M | 0.05% | +29,140+7.9% | Added |
| Rhumbline Advisers | 395,271 | $36.9M | 0.05% | −3,603−0.9% | Reduced |
| Macquarie Group Ltd | 385,494 | $36.0M | 0.04% | −5,651−1.4% | Reduced |
| Royal Bank of Canada | 383,276 | $35.7M | 0.01% | +53,180+16.1% | Added |
| Barclays PLC | 371,339 | $34.6M | 0.04% | −67,865−15.5% | Reduced |
| Putnam Investments LLC | 362,946 | $33.9M | 0.05% | +32,458+9.8% | Added |
| Alliancebernstein L.P. | 361,465 | $33.7M | 0.01% | +28,376+8.5% | Added |
| Envestnet Asset Management Inc | 406,283 | $33.7M | 0.02% | +43,001+11.8% | Added |
| New York State Common Retirement Fund | 325,710 | $30.4M | 0.04% | −28,523−8.1% | Reduced |
| Credit Suisse AG | 323,570 | $30.2M | 0.03% | −290,673−47.3% | Reduced |
| California State Teachers Retirement System | 321,158 | $30.0M | 0.04% | −4,051−1.2% | Reduced |
| Raymond James & Associates | 305,478 | $28.5M | 0.02% | −11,011−3.5% | Reduced |
| Davis Asset Management, L.P. | 300,000 | $28.0M | 1.80% | 00.0% | Unchanged |
| Iat Reinsurance Co Ltd. | 298,125 | $27.8M | 5.69% | 00.0% | Unchanged |
| Twinbeech Capital LP | 292,349 | $27.3M | 0.55% | +226,640+344.9% | Added |
| Rockefeller Capital Management L.P. | 291,392 | $27.2M | 0.12% | +289,377+14,361.1% | Added |
| Glenmede Trust Co NA | 289,684 | $27.0M | 0.15% | +224+0.1% | Added |
| Ameriprise Financial Inc | 288,412 | $26.9M | 0.01% | +22,773+8.6% | Added |
| FIL Ltd | 288,180 | $26.9M | 0.03% | −10,996−3.7% | Reduced |
| National Pension Service | 291,306 | $26.9M | 0.05% | −468−0.2% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 283,825 | $26.5M | 2.01% | +1,315+0.5% | Added |
| Schroder Investment Management Group | 272,157 | $25.4M | 0.04% | −266,182−49.4% | Reduced |
| UBS Group AG | 260,935 | $24.3M | 0.01% | −80,109−23.5% | Reduced |
| Russell Investments Group, Ltd. | 260,815 | $24.3M | 0.05% | −211,639−44.8% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 258,548 | $24.1M | 1.14% | +39,551+18.1% | Added |
| Pinnacle Associates Ltd | 250,993 | $23.4M | 0.48% | −2,261−0.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 235,288 | $21.9M | 0.04% | +25,014+11.9% | Added |
| Renaissance Group LLC | 234,859 | $21.9M | 1.00% | −6,170−2.6% | Reduced |
| New York State Teachers Retirement System | 228,769 | $21.3M | 0.05% | −9,046−3.8% | Reduced |
| Advent International Corp | 228,528 | $21.3M | 0.26% | −148,224−39.3% | Reduced |
| State Board of Administration of Florida Retirement System | 225,331 | $21.0M | 0.05% | +600+0.3% | Added |
| TD Asset Management Inc | 222,609 | $20.8M | 0.03% | −49,510−18.2% | Reduced |
| First Trust Advisors LP | 218,603 | $20.4M | 0.02% | −1,734,108−88.8% | Reduced |
| Martingale Asset Management L P | 209,913 | $19.6M | 0.38% | −76,288−26.7% | Reduced |
| Silvercrest Asset Management Group LLC | 206,812 | $19.3M | 0.15% | +203,078+5,438.6% | Added |
| Nicholas Company, Inc. | 198,274 | $18.5M | 0.38% | 00.0% | Unchanged |
| Prudential Financial Inc | 197,418 | $18.4M | 0.03% | +1,491+0.8% | Added |
| Bank of Montreal | 195,078 | $18.2M | 0.01% | −13,257−6.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 194,050 | $18.1M | 0.04% | −2,900−1.5% | Reduced |
| Holocene Advisors, LP | 189,459 | $17.7M | 0.09% | −843,111−81.7% | Reduced |
| American Century Companies Inc | 188,267 | $17.5M | 0.01% | −253,595−57.4% | Reduced |
| D. E. Shaw & Co., Inc. | 180,956 | $16.9M | 0.03% | −167,996−48.1% | Reduced |
| Nordea Investment Management AB | 178,445 | $16.4M | 0.02% | −62,816−26.0% | Reduced |
| Great West Life Assurance Co | 174,991 | $16.3M | 0.04% | −327−0.2% | Reduced |
| State of Alaska, Department of Revenue | 169,263 | $15.8M | 0.19% | −559−0.3% | Reduced |
| Victory Capital Management Inc | 156,517 | $14.6M | 0.02% | +1,020+0.7% | Added |
| PB Investment Partners, L.P. | 153,270 | $14.3M | 12.76% | −33,569−18.0% | Reduced |
| Natixis Advisors, L.P. | 151,554 | $14.1M | 0.05% | −11,076−6.8% | Reduced |
| Philo Smith Capital Corp | 151,500 | $14.1M | 5.22% | 00.0% | Unchanged |
| AXA S.A. | 151,363 | $14.1M | 0.05% | +104,640+224.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 149,104 | $13.9M | 0.03% | +10,907+7.9% | Added |
| Toronto Dominion Bank | 147,059 | $13.7M | 0.02% | +59,575+68.1% | Added |
| Geneva Capital Management LLC | 145,751 | $13.6M | 0.28% | −57,486−28.3% | Reduced |
| Basswood Capital Management, L.L.C. | 139,217 | $13.0M | 0.91% | +139,217 | New |
| Manufacturers Life Insurance Company, The | 136,358 | $12.7M | 0.01% | −151,432−52.6% | Reduced |