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 |
|---|---|---|---|---|---|
| Achmea Investment Management B.V. | 480 | $45.0K | 0.00% | −7,855−94.2% | Reduced |
| Umb Bank N A | 491 | $45.8K | 0.00% | −21−4.1% | Reduced |
| Parkside Financial Bank & Trust | 498 | $46.4K | 0.01% | −19−3.7% | Reduced |
| Alta Advisers Ltd | 500 | $46.6K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 514 | $48.0K | 0.00% | −28−5.2% | Reduced |
| Ellevest, Inc. | 528 | $49.2K | 0.00% | −325−38.1% | Reduced |
| Allworth Financial LP | 535 | $49.9K | 0.00% | −35−6.1% | Reduced |
| Covestor Ltd | 571 | $53.0K | 0.05% | −209−26.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 617 | $57.5K | 0.01% | +11+1.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 648 | $60.0K | 0.00% | −468−41.9% | Reduced |
| Delta Asset Management LLC | 675 | $63.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 719 | $64.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 717 | $66.9K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 717 | $66.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 763 | $71.2K | 0.01% | −24−3.0% | Reduced |
| TD Capital Management LLC | 772 | $72.0K | 0.01% | +772 | New |
| Arlington Partners LLC | 830 | $77.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 856 | $79.9K | 0.01% | −60−6.6% | Reduced |
| Spire Wealth Management | 860 | $80.2K | 0.00% | +77+9.8% | Added |
| Caldwell Trust Co | 869 | $81.1K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 876 | $81.8K | 0.00% | −275−23.9% | Reduced |
| Penserra Capital Management LLC | 1,026 | $95.0K | 0.00% | 00.0% | Unchanged |
| AM Squared Ltd | 1,100 | $102.6K | 0.08% | −1,000−47.6% | Reduced |
| Global Retirement Partners, LLC | 1,228 | $103.5K | 0.01% | +830+208.5% | Added |
| Kapitalo Investimentos Ltda | 1,116 | $104.1K | 0.03% | +272+32.2% | Added |
| Coastal Capital Group, Inc. | 1,125 | $104.9K | 0.02% | +3+0.3% | Added |
| Quadrant Capital Group LLC | 1,138 | $106.1K | 0.01% | −37−3.1% | Reduced |
| PSI Advisors, LLC | 1,157 | $107.9K | 0.05% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,171 | $109.2K | 0.07% | +1,171 | New |
| International Assets Investment Management, LLC | 1,218 | $113.6K | 0.02% | +1,218 | New |
| Sentry Investment Management LLC | 1,274 | $119.0K | 0.05% | −14−1.1% | Reduced |
| Desjardins Global Asset Management Inc. | 1,284 | $120.0K | 0.02% | +1,284 | New |
| Endurance Wealth Management, Inc. | 1,400 | $131.0K | 0.02% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 1,507 | $140.6K | 0.08% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,571 | $146.0K | 0.00% | −320−16.9% | Reduced |
| Eagle Bay Advisors LLC | 1,604 | $149.6K | 0.08% | −446−21.8% | Reduced |
| Advisory Services Network, LLC | 1,607 | $149.9K | 0.00% | +8+0.5% | Added |
| HM Payson & Co | 1,623 | $151.4K | 0.00% | +1,541+1,879.3% | Added |
| First Horizon Advisors, Inc. | 1,635 | $152.6K | 0.01% | −301−15.5% | Reduced |
| Belpointe Asset Management LLC | 1,656 | $154.5K | 0.01% | +373+29.1% | Added |
| South Dakota Investment Council | 1,700 | $159.0K | 0.00% | +600+54.5% | Added |
| Central Trust Co | 1,823 | $170.0K | 0.00% | +1+0.1% | Added |
| IFP Advisors, Inc | 2,042 | $200.1K | 0.01% | −46,926−95.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,319 | $200.2K | 0.03% | +2,319 | New |
| Boston Private Wealth LLC | 2,147 | $200.3K | 0.00% | −328−13.3% | Reduced |
| First Eagle Investment Management, LLC | 2,158 | $201.3K | 0.00% | +2,005+1,310.5% | Added |
| Appleton Partners Inc | 2,175 | $203.0K | 0.02% | −125−5.4% | Reduced |
| Arbor Investment Advisors, LLC | 2,181 | $203.4K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,188 | $204.1K | 0.01% | −270−11.0% | Reduced |
| Schechter Investment Advisors, LLC | 2,190 | $204.3K | 0.02% | −320−12.7% | Reduced |
| Pinebridge Investments, L.P. | 2,196 | $204.8K | 0.00% | −141,076−98.5% | Reduced |
| Wedbush Securities Inc | 2,207 | $206.0K | 0.01% | +2,207 | New |
| Horizon Family Wealth, Inc. | 2,221 | $207.2K | 0.22% | +8+0.4% | Added |
| Principle Wealth Partners LLC | 2,225 | $207.5K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,228 | $207.8K | 0.03% | −10.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,229 | $207.9K | 0.03% | −28−1.2% | Reduced |
| Leuthold Group, LLC | 2,245 | $209.4K | 0.03% | −158−6.6% | Reduced |
| Trust Asset Management LLC | 2,261 | $210.9K | 0.02% | +88+4.0% | Added |
| Sutton Wealth Advisors Inc. | 2,270 | $211.7K | 0.11% | −3−0.1% | Reduced |
| Park Place Capital Corp | 2,290 | $213.6K | 0.06% | −9−0.4% | Reduced |
| Boothbay Fund Management, LLC | 2,304 | $214.9K | 0.01% | +2,304 | New |
| Meeder Advisory Services, Inc. | 2,309 | $215.4K | 0.02% | −447−16.2% | Reduced |
| Royce & Associates LP | 2,320 | $216.4K | 0.00% | −580−20.0% | Reduced |
| Natixis Investment Managers International | 2,322 | $216.6K | 0.02% | −690−22.9% | Reduced |
| Cigna Investments Inc | 2,320 | $217.0K | 0.04% | −58−2.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 2,350 | $219.2K | 0.04% | +217+10.2% | Added |
| Shelton Capital Management | 2,353 | $219.5K | 0.01% | +2,353 | New |
| Canandaigua National Bank & Trust Co | 2,368 | $221.0K | 0.04% | +2,368 | New |
| Ameritas Investment Partners, Inc. | 2,384 | $222.4K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,400 | $223.8K | 0.01% | +320+15.4% | Added |
| DoubleLine ETF Adviser LP | 2,438 | $227.4K | 0.10% | −295−10.8% | Reduced |
| Nations Financial Group Inc, | 2,438 | $227.4K | 0.02% | −67−2.7% | Reduced |
| Darwin Advisors, LLC | 2,389 | $229.0K | 0.06% | +2,389 | New |
| Salem Investment Counselors Inc | 2,458 | $230.3K | 0.01% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 2,483 | $231.6K | 0.03% | −454−15.5% | Reduced |
| Horizon Investments, LLC | 2,489 | $232.1K | 0.01% | −6,149−71.2% | Reduced |
| RBA Wealth Management, LLC | 2,499 | $233.1K | 0.12% | −11−0.4% | Reduced |
| Phillips Wealth Planners LLC | 2,611 | $234.4K | 0.31% | +11+0.4% | Added |
| 44 Wealth Management LLC | 2,537 | $236.6K | 0.08% | +6+0.2% | Added |
| Alliance Wealth Advisors, LLC | 2,552 | $238.0K | 0.10% | +77+3.1% | Added |
| Checchi Capital Advisers, LLC | 2,580 | $240.6K | 0.02% | −34−1.3% | Reduced |
| Virtu Financial LLC | 2,625 | $245.0K | 0.03% | +2,625 | New |
| Bleakley Financial Group, LLC | 2,661 | $248.1K | 0.01% | −454−14.6% | Reduced |
| Sawtooth Solutions, LLC | 2,665 | $248.5K | 0.01% | +759+39.8% | Added |
| Industrial Alliance Investment Management Inc. | 2,680 | $250.0K | 0.01% | −42,420−94.1% | Reduced |
| Cerity Partners LLC | 2,690 | $250.4K | 0.00% | −485−15.3% | Reduced |
| Vantage Consulting Group Inc | 2,687 | $250.6K | 0.14% | +432+19.2% | Added |
| Syntax Advisors, LLC | 2,687 | $250.6K | 0.19% | +432+19.2% | Added |
| MTM Investment Management, LLC | 2,700 | $251.8K | 0.13% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 2,704 | $252.2K | 0.01% | +278+11.5% | Added |
| Calton & Associates, Inc. | 2,715 | $253.2K | 0.12% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 2,728 | $254.4K | 0.01% | 00.0% | Unchanged |
| Veriti Management LLC | 2,736 | $255.2K | 0.03% | −718−20.8% | Reduced |
| Moseley Investment Management Inc | 2,741 | $255.7K | 0.17% | −30−1.1% | Reduced |
| Pitcairn Co | 2,787 | $259.9K | 0.02% | −62−2.2% | Reduced |
| Wetherby Asset Management Inc | 2,800 | $261.2K | 0.02% | −546−16.3% | Reduced |
| Proequities, Inc. | 2,790 | $261.4K | 0.02% | +32+1.2% | Added |
| Flagship Harbor Advisors, LLC | 2,858 | $266.6K | 0.03% | −207−6.8% | Reduced |
| Ostrum Asset Management | 2,898 | $270.3K | 0.02% | +2,898 | New |
| Kohmann Bosshard Financial Services, LLC | 2,925 | $272.8K | 0.05% | 00.0% | Unchanged |