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 |
|---|---|---|---|---|---|
| Novare Capital Management LLC | 2,930 | $273.3K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,933 | $273.6K | 0.00% | −495−14.4% | Reduced |
| Dakota Wealth Management | 2,943 | $274.5K | 0.02% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 2,989 | $278.8K | 0.14% | +1,004+50.6% | Added |
| Fulton Bank, N.A. | 2,996 | $279.4K | 0.01% | +13+0.4% | Added |
| Atria Wealth Solutions, Inc. | 3,018 | $282.8K | 0.00% | +71+2.4% | Added |
| Nicholas Hoffman & Company, LLC. | 3,033 | $282.9K | 0.03% | 00.0% | Unchanged |
| Navellier & Associates Inc | 3,051 | $284.6K | 0.06% | +167+5.8% | Added |
| Prelude Capital Management, LLC | 3,073 | $286.6K | 0.02% | +3,073 | New |
| Clarus Group, Inc. | 3,077 | $286.9K | 0.27% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 3,078 | $287.1K | 0.10% | +3,078 | New |
| Snowden Capital Advisors LLC | 3,095 | $288.7K | 0.01% | +100+3.3% | Added |
| Quad-Cities Investment Group, LLC | 3,153 | $294.1K | 0.20% | +310+10.9% | Added |
| Vontobel Holding Ltd. | 3,180 | $296.6K | 0.00% | +92+3.0% | Added |
| Avantax Advisory Services, Inc. | 3,194 | $297.9K | 0.00% | +115+3.7% | Added |
| Triasima Portfolio Management inc. | 3,195 | $298.0K | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,242 | $302.4K | 0.00% | −6,331−66.1% | Reduced |
| Lazard Asset Management LLC | 3,262 | $304.0K | 0.00% | +23+0.7% | Added |
| FDx Advisors, Inc. | 2,868 | $306.0K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 3,309 | $308.6K | 0.27% | +3,309 | New |
| Collective Family Office LLC | 3,434 | $320.3K | 0.13% | +1,434+71.7% | Added |
| Northwestern Mutual Wealth Management Co | 3,513 | $327.7K | 0.00% | +94+2.7% | Added |
| Toroso Investments, LLC | 3,536 | $330.0K | 0.01% | −101−2.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,578 | $333.7K | 0.05% | +681+23.5% | Added |
| Symmetry Partners, LLC | 3,604 | $336.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 3,628 | $338.4K | 0.00% | −100−2.7% | Reduced |
| Pathstone Family Office, LLC | 3,660 | $347.6K | 0.01% | −3,105−45.9% | Reduced |
| Great Valley Advisor Group, Inc. | 3,737 | $348.6K | 0.02% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 3,800 | $354.4K | 0.00% | +3,800 | New |
| Ieq Capital, LLC | 3,811 | $355.4K | 0.01% | −602−13.6% | Reduced |
| Greenleaf Trust | 3,814 | $355.7K | 0.00% | −307−7.4% | Reduced |
| Essex Financial Services, Inc. | 3,838 | $358.0K | 0.04% | −5−0.1% | Reduced |
| Visionary Wealth Advisors | 3,855 | $359.5K | 0.03% | +10.0% | Added |
| Harbor Investment Advisory, LLC | 3,873 | $361.2K | 0.05% | −158−3.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,899 | $363.7K | 0.04% | −122−3.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 3,932 | $366.7K | 0.12% | −5−0.1% | Reduced |
| Acrisure Capital Management, LLC | 3,943 | $367.8K | 0.37% | +3,943 | New |
| Tokio Marine Asset Management Co Ltd | 3,946 | $368.0K | 0.03% | 00.0% | Unchanged |
| Stonnington Group, LLC | 4,000 | $371.4K | 0.10% | +4,000 | New |
| NJ State Employees Deferred Compensation Plan | 4,000 | $373.1K | 0.06% | 00.0% | Unchanged |
| Bowman & Co S.C. | 4,000 | $373.1K | 0.27% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 4,003 | $373.4K | 0.00% | −582−12.7% | Reduced |
| Waterloo Capital, L.P. | 4,027 | $375.6K | 0.12% | +4,027 | New |
| Kestra Private Wealth Services, LLC | 4,046 | $377.3K | 0.02% | +493+13.9% | Added |
| Capstone Investment Advisors, LLC | 4,055 | $378.2K | 0.01% | +4,055 | New |
| Contravisory Investment Management, Inc. | 4,109 | $383.2K | 0.11% | +61+1.5% | Added |
| Biltmore Family Office, LLC | 4,125 | $386.5K | 0.08% | −6−0.1% | Reduced |
| CWM, LLC | 4,152 | $387.0K | 0.00% | +1,723+70.9% | Added |
| Laffer Tengler Investments | 4,191 | $390.9K | 0.11% | +92+2.2% | Added |
| Principal Street Partners, LLC | 4,197 | $391.6K | 0.10% | −1,867−30.8% | Reduced |
| Global Financial Private Client, LLC | 4,282 | $394.4K | 0.20% | 00.0% | Unchanged |
| DFPG Investments, LLC | 4,318 | $402.8K | 0.04% | +290+7.2% | Added |
| Kestra Advisory Services, LLC | 4,325 | $403.4K | 0.00% | −5,299−55.1% | Reduced |
| Agate Pass Investment Management, LLC | 4,329 | $403.8K | 0.26% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 4,527 | $422.2K | 0.15% | −6,188−57.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,549 | $424.0K | 0.18% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 4,570 | $426.2K | 0.00% | −6,781−59.7% | Reduced |
| Vestcor Inc | 4,608 | $430.0K | 0.02% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 4,835 | $451.0K | 0.05% | 00.0% | Unchanged |
| Swedbank AB | 4,904 | $457.4K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 4,919 | $458.8K | 0.01% | −43,378−89.8% | Reduced |
| Vinva Investment Management Ltd | 4,980 | $459.1K | 0.04% | +4,980 | New |
| Dock Street Asset Management Inc | 4,979 | $464.4K | 0.09% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 4,998 | $466.2K | 0.00% | −3,417−40.6% | Reduced |
| Empirical Finance, LLC | 5,013 | $467.6K | 0.04% | +263+5.5% | Added |
| Ronald Blue Trust, Inc. | 4,415 | $471.0K | 0.01% | +1,157+35.5% | Added |
| Forum Financial Management, LP | 5,050 | $471.0K | 0.01% | −883−14.9% | Reduced |
| Covenant Partners, LLC | 5,093 | $475.0K | 0.18% | −2,029−28.5% | Reduced |
| Intrust Bank NA | 5,115 | $477.1K | 0.06% | −556−9.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,135 | $479.0K | 0.00% | −449−8.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,204 | $485.4K | 0.01% | +931+21.8% | Added |
| Johnson Investment Counsel Inc | 5,291 | $493.5K | 0.01% | −673−11.3% | Reduced |
| Advisor Partners II, LLC | 5,299 | $494.2K | 0.03% | +159+3.1% | Added |
| Tranquility Partners, LLC | 5,314 | $495.6K | 0.24% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 5,408 | $504.4K | 0.01% | +449+9.1% | Added |
| Williams Jones Wealth Management, LLC. | 5,436 | $507.0K | 0.01% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 5,445 | $507.9K | 0.28% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 5,511 | $514.1K | 0.01% | +5+0.1% | Added |
| Blueshift Asset Management, LLC | 5,594 | $521.8K | 0.22% | +1,400+33.4% | Added |
| TD Private Client Wealth LLC | 5,615 | $523.7K | 0.02% | +1,125+25.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 5,652 | $527.0K | 0.01% | −3,755−39.9% | Reduced |
| Wealthspire Advisors, LLC | 5,681 | $529.9K | 0.01% | −675−10.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,696 | $531.3K | 0.16% | +963+20.3% | Added |
| Systematic Alpha Investments, LLC | 5,700 | $531.6K | 0.03% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 5,792 | $540.2K | 0.66% | +5,792 | New |
| Banque Cantonale Vaudoise | 5,800 | $541.0K | 0.03% | +3,400+141.7% | Added |
| Signature Wealth Management Group | 5,905 | $550.8K | 0.26% | −214−3.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,911 | $551.3K | 0.01% | +1,079+22.3% | Added |
| Metis Global Partners, LLC | 5,935 | $553.6K | 0.04% | +1,924+48.0% | Added |
| Cavalier Investments, LLC | 5,984 | $558.1K | 0.24% | +322+5.7% | Added |
| Apollon Wealth Management, LLC | 6,087 | $567.7K | 0.03% | +780+14.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,092 | $568.2K | 0.01% | +25+0.4% | Added |
| Keybank National Association | 6,234 | $581.4K | 0.00% | −1,223−16.4% | Reduced |
| Staley Capital Advisers Inc | 6,250 | $583.0K | 0.03% | +6,250 | New |
| Centiva Capital, LP | 6,260 | $583.9K | 0.03% | +6,260 | New |
| Eqis Capital Management, Inc. | 6,445 | $601.1K | 0.07% | −614−8.7% | Reduced |
| Yorktown Management & Research Co Inc | 6,450 | $601.6K | 0.65% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 6,503 | $606.5K | 0.04% | +4,751+271.2% | Added |
| NorthCrest Asset Manangement, LLC | 6,510 | $607.2K | 0.03% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 6,680 | $623.0K | 0.01% | 00.0% | Unchanged |