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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 6,465 | $0 | 0.00% | +97+1.5% | Added |
| GW&K Investment Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Avion Wealth | 7 | $0 | 0.00% | +7 | New |
| Colonial Trust Advisors | 2 | $187 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $277 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3 | $280 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $466 | 0.00% | +4+400.0% | Added |
| West Paces Advisors Inc. | 6 | $560 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7 | $645 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 8 | $747 | 0.00% | −24−75.0% | Reduced |
| GHP Investment Advisors, Inc. | 9 | $840 | 0.00% | −107−92.2% | Reduced |
| Larson Financial Group LLC | 10 | $939 | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 11 | $1.02K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 11 | $1.03K | 0.00% | −259−95.9% | Reduced |
| Accel Wealth Management | 11 | $1.03K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 13 | $1.21K | 0.00% | +13 | New |
| Brown Brothers Harriman & Co | 14 | $1.31K | 0.00% | +1+7.7% | Added |
| JJJ Advisors Inc. | 14 | $1.31K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $1.40K | 0.00% | +6+66.7% | Added |
| C M Bidwell & Associates Ltd | 16 | $1.49K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 18 | $1.66K | 0.00% | +18 | New |
| Morton Brown Family Wealth, LLC | 18 | $1.68K | 0.00% | +18 | New |
| Syverson Strege & Co | 20 | $1.86K | 0.00% | +20 | New |
| Geneos Wealth Management Inc. | 21 | $1.96K | 0.00% | −379−94.8% | Reduced |
| Capital Advisors, Ltd. LLC | 22 | $2.00K | 0.00% | −514−95.9% | Reduced |
| SkyView Investment Advisors, LLC | 19 | $2.00K | 0.00% | +19 | New |
| Disciplined Investments, LLC | 24 | $2.24K | 0.00% | −4−14.3% | Reduced |
| Manchester Capital Management LLC | 26 | $2.43K | 0.00% | −1−3.7% | Reduced |
| Goodman Advisory Group, LLC | 28 | $2.61K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 28 | $2.61K | 0.00% | +18+180.0% | Added |
| Abound Wealth Management | 28 | $2.61K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 29 | $2.67K | 0.00% | −4−12.1% | Reduced |
| Raffa Wealth Management, LLC | 30 | $2.80K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 32 | $2.98K | 0.00% | +30+1,500.0% | Added |
| KB Financial Partners, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 31 | $3.00K | 0.00% | +31 | New |
| McIlrath & Eck, LLC | 32 | $3.02K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 34 | $3.13K | 0.00% | +1+3.0% | Added |
| Creative Financial Designs Inc | 39 | $3.64K | 0.00% | +39 | New |
| SOA Wealth Advisors, LLC. | 41 | $3.83K | 0.00% | −15−26.8% | Reduced |
| TSFG, LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 38 | $4.00K | 0.00% | +8+26.7% | Added |
| Concord Wealth Partners | 45 | $4.20K | 0.00% | −20−30.8% | Reduced |
| Schubert & Co | 47 | $4.38K | 0.00% | −31−39.7% | Reduced |
| Washington Trust Advisors, Inc. | 53 | $4.94K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 55 | $5.13K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 75 | $7.00K | 0.01% | −13,905−99.5% | Reduced |
| Resources Management Corp | 62 | $8.00K | 0.00% | −61,497−99.9% | Reduced |
| Harbour Investments, Inc. | 91 | $8.49K | 0.00% | −43−32.1% | Reduced |
| Clearstead Advisors, LLC | 93 | $8.68K | 0.00% | +10+12.0% | Added |
| Hexagon Capital Partners LLC | 96 | $8.95K | 0.00% | −5−5.0% | Reduced |
| Sageworth Trust Co | 100 | $9.33K | 0.00% | +100 | New |
| Baker Avenue Asset Management, LP | 106 | $9.89K | 0.00% | +6+6.0% | Added |
| Glen Eagle Advisors, LLC | 110 | $10.3K | 0.00% | +44+66.7% | Added |
| Prestige Wealth Management Group LLC | 111 | $10.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 116 | $10.8K | 0.00% | −22−15.9% | Reduced |
| Smithfield Trust Co | 120 | $11.0K | 0.00% | −957−88.9% | Reduced |
| Bell Investment Advisors, Inc | 120 | $11.2K | 0.00% | −5−4.0% | Reduced |
| Farmers & Merchants Investments Inc | 121 | $11.3K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 124 | $11.6K | 0.01% | −199−61.6% | Reduced |
| Edge Capital Group, LLC | 133 | $12.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 143 | $13.3K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 145 | $13.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 147 | $13.7K | 0.00% | +8+5.8% | Added |
| First Community Trust NA | 163 | $15.2K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 170 | $15.9K | 0.01% | +170 | New |
| Valley National Advisers Inc | 172 | $16.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 174 | $16.2K | 0.00% | +1+0.6% | Added |
| Private Trust Co NA | 189 | $17.6K | 0.00% | −16−7.8% | Reduced |
| Harvest Fund Management Co., Ltd | 191 | $18.0K | 0.00% | −157−45.1% | Reduced |
| Glassman Wealth Services | 207 | $19.3K | 0.00% | −34−14.1% | Reduced |
| Stephenson National Bank & Trust | 207 | $19.3K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 211 | $19.7K | 0.00% | −315−59.9% | Reduced |
| Zions Bancorporation, N.A. | 220 | $20.5K | 0.00% | −131−37.3% | Reduced |
| Fred Alger Management, LLC | 223 | $20.8K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 232 | $21.6K | 0.00% | +232 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 232 | $21.7K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 235 | $21.9K | 0.02% | −103−30.5% | Reduced |
| New Millennium Group LLC | 244 | $22.8K | 0.02% | −3,617−93.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 247 | $23.0K | 0.00% | +90+57.3% | Added |
| Bray Capital Advisors | 250 | $23.3K | 0.01% | −50−16.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 250 | $23.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 255 | $23.8K | 0.00% | +44+20.9% | Added |
| Deseret Mutual Benefit Administrators | 258 | $24.1K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 274 | $25.6K | 0.01% | +18+7.0% | Added |
| Addison Advisors LLC | 276 | $25.7K | 0.01% | +15+5.7% | Added |
| Operose Advisors LLC | 300 | $28.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 300 | $28.0K | 0.00% | +300 | New |
| Toth Financial Advisory Corp | 305 | $28.4K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 292 | $31.2K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 343 | $32.0K | 0.02% | −2−0.6% | Reduced |
| Laurel Wealth Advisors LLC | 360 | $33.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 363 | $33.9K | 0.01% | +23+6.8% | Added |
| Trust Co | 379 | $35.3K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 382 | $36.0K | 0.01% | +187+95.9% | Added |
| JFS Wealth Advisors, LLC | 389 | $36.3K | 0.00% | −53−12.0% | Reduced |
| Pinnacle Financial Partners Inc | 442 | $41.2K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 452 | $42.2K | 0.01% | −155−25.5% | Reduced |
| Farther Finance Advisors, LLC | 470 | $43.8K | 0.01% | +33+7.6% | Added |