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 |
|---|---|---|---|---|---|
| Texas Yale Capital Corp. | 6,750 | $629.6K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 6,769 | $631.4K | 0.03% | −7,191−51.5% | Reduced |
| Guinness Asset Management LTD | 6,797 | $634.0K | 0.02% | +305+4.7% | Added |
| Oak Thistle LLC | 6,838 | $637.8K | 0.38% | +6,838 | New |
| Wesbanco Bank Inc | 6,852 | $639.0K | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 6,896 | $643.0K | 0.05% | −66−0.9% | Reduced |
| Quantinno Capital Management LP | 7,131 | $665.0K | 0.04% | −366−4.9% | Reduced |
| United Capital Financial Advisers, LLC | 7,210 | $672.5K | 0.00% | −1,285−15.1% | Reduced |
| Saturna Capital CORP | 7,352 | $685.7K | 0.01% | −1,000−12.0% | Reduced |
| Oarsman Capital, Inc. | 7,682 | $716.5K | 0.33% | +3,076+66.8% | Added |
| Signaturefd, LLC | 7,709 | $719.0K | 0.02% | −270−3.4% | Reduced |
| Resources Investment Advisors, LLC. | 7,854 | $732.5K | 0.02% | +113+1.5% | Added |
| Cetera Investment Advisers | 7,934 | $740.0K | 0.01% | +837+11.8% | Added |
| Capital Investment Advisors, LLC | 8,036 | $749.5K | 0.02% | −14−0.2% | Reduced |
| National Asset Management, Inc. | 8,222 | $770.3K | 0.02% | +8,222 | New |
| Assetmark, Inc | 8,313 | $775.4K | 0.00% | +642+8.4% | Added |
| Bradley Foster & Sargent Inc | 8,315 | $775.5K | 0.02% | −100−1.2% | Reduced |
| Tower Research Capital LLC (TRC) | 8,376 | $781.0K | 0.02% | −832−9.0% | Reduced |
| Axq Capital, LP | 8,400 | $783.5K | 0.31% | +8,400 | New |
| Western Wealth Management, LLC | 8,423 | $785.6K | 0.07% | −228−2.6% | Reduced |
| Voloridge Investment Management, LLC | 8,428 | $786.1K | 0.00% | −17,434−67.4% | Reduced |
| Trust Co of Toledo NA | 8,455 | $788.6K | 0.14% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 8,567 | $799.0K | 0.07% | +12+0.1% | Added |
| Consolidated Planning Corp | 8,614 | $803.4K | 0.21% | +305+3.7% | Added |
| Metropolitan Life Insurance Co | 8,668 | $808.5K | 0.04% | −2,073−19.3% | Reduced |
| Harrell Investment Partners, LLC | 7,893 | $819.3K | 0.29% | +7+0.1% | Added |
| West Michigan Advisors, LLC | 8,793 | $820.1K | 0.47% | +291+3.4% | Added |
| Chiron Capital Management, LLC | 8,850 | $825.4K | 0.57% | 00.0% | Unchanged |
| Financial Counselors Inc | 8,966 | $836.0K | 0.02% | −15−0.2% | Reduced |
| New Mexico Educational Retirement Board | 8,975 | $837.0K | 0.04% | −300−3.2% | Reduced |
| Wealthfront Advisers LLC | 8,985 | $838.0K | 0.00% | −14,141−61.1% | Reduced |
| RMB Capital Management, LLC | 9,100 | $848.8K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 9,121 | $850.7K | 0.05% | +159+1.8% | Added |
| Gryphon Financial Partners LLC | 9,196 | $857.7K | 0.20% | −209−2.2% | Reduced |
| Panagora Asset Management Inc | 9,375 | $874.4K | 0.01% | −51,762−84.7% | Reduced |
| Cornercap Investment Counsel Inc | 9,560 | $891.7K | 0.16% | +9,560 | New |
| Prudential PLC | 9,575 | $893.1K | 0.01% | −4,273−30.9% | Reduced |
| Montag & Caldwell, LLC | 9,718 | $906.4K | 0.12% | −21−0.2% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 9,785 | $912.6K | 0.19% | +477+5.1% | Added |
| Norinchukin Bank, The | 9,889 | $922.3K | 0.02% | +306+3.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,952 | $928.0K | 0.06% | +4,735+90.8% | Added |
| Cetera Advisor Networks LLC | 10,140 | $945.8K | 0.01% | +1,596+18.7% | Added |
| Atlas Wealth LLC | 10,481 | $977.6K | 0.19% | +234+2.3% | Added |
| Worldquant Millennium Advisors LLC | 10,487 | $978.0K | 0.02% | −4,984−32.2% | Reduced |
| Skylands Capital, LLC | 10,699 | $997.9K | 0.15% | +2,500+30.5% | Added |
| Veritable, L.P. | 10,920 | $1.02M | 0.02% | +43+0.4% | Added |
| Ethic Inc. | 11,141 | $1.04M | 0.04% | −1,527−12.1% | Reduced |
| Oxford Financial Group Ltd | 11,339 | $1.06M | 0.12% | −21−0.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,385 | $1.06M | 0.02% | −303−2.6% | Reduced |
| Shilanski & Associates, Inc. | 12,199 | $1.10M | 0.49% | +301+2.5% | Added |
| One + One Wealth Management, LLC | 11,862 | $1.11M | 0.78% | −199−1.6% | Reduced |
| Jane Street Group, LLC | 11,900 | $1.11M | 0.00% | −55,888−82.4% | Reduced |
| Pacer Advisors, Inc. | 11,987 | $1.12M | 0.00% | +11,540+2,581.7% | Added |
| Pensionfund Sabic | 12,000 | $1.12M | 0.39% | −3,000−20.0% | Reduced |
| Sabal Trust CO | 12,130 | $1.13M | 0.08% | −130−1.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 12,296 | $1.15M | 0.03% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 12,300 | $1.15M | 1.51% | +6,800+123.6% | Added |
| Louisiana State Employees Retirement System | 12,600 | $1.18M | 0.03% | +100+0.8% | Added |
| Guggenheim Capital LLC | 12,667 | $1.18M | 0.01% | +1,887+17.5% | Added |
| Quadrature Capital Ltd | 13,067 | $1.22M | 0.03% | +13,067 | New |
| Davis Investment Partners, LLC | 14,197 | $1.28M | 0.68% | +381+2.8% | Added |
| Bank of Nova Scotia | 13,819 | $1.29M | 0.00% | −1,151−7.7% | Reduced |
| National Bank of Canada | 13,847 | $1.29M | 0.00% | +7,590+121.3% | Added |
| Heritage Wealth Advisors | 13,860 | $1.29M | 0.07% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 14,047 | $1.31M | 0.79% | +13+0.1% | Added |
| Gyroscope Capital Management Group, LLC | 14,184 | $1.32M | 0.34% | +52+0.4% | Added |
| Meridian Wealth Advisors, LLC | 14,370 | $1.34M | 0.34% | +275+2.0% | Added |
| Park Avenue Securities LLC | 14,451 | $1.35M | 0.02% | +702+5.1% | Added |
| Empire Life Investments Inc. | 14,536 | $1.36M | 0.10% | +303+2.1% | Added |
| King Luther Capital Management Corp | 14,631 | $1.36M | 0.01% | −329−2.2% | Reduced |
| High Net Worth Advisory Group LLC | 14,631 | $1.36M | 0.56% | 00.0% | Unchanged |
| Worth Venture Partners, LLC | 14,720 | $1.37M | 0.67% | −2,221−13.1% | Reduced |
| Daiwa Securities Group Inc. | 14,757 | $1.38M | 0.01% | +1,169+8.6% | Added |
| Fiera Capital Corp | 14,976 | $1.40M | 0.00% | +14,976 | New |
| 9258 Wealth Management, LLC | 15,013 | $1.40M | 0.28% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 15,100 | $1.41M | 0.09% | +15,100 | New |
| Kentucky Retirement Systems | 15,325 | $1.43M | 0.05% | +53+0.3% | Added |
| Elo Mutual Pension Insurance Co | 15,395 | $1.44M | 0.05% | +350+2.3% | Added |
| Maryland State Retirement & Pension System | 15,397 | $1.44M | 0.03% | +412+2.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,481 | $1.44M | 0.03% | +237+1.6% | Added |
| M&T Bank Corp | 15,575 | $1.45M | 0.01% | +668+4.5% | Added |
| Quantbot Technologies LP | 15,679 | $1.46M | 0.10% | +15,679 | New |
| White Pine Capital LLC | 15,736 | $1.47M | 0.57% | −400−2.5% | Reduced |
| Aft, Forsyth & Sober, LLC | 15,750 | $1.47M | 0.74% | −800−4.8% | Reduced |
| Ossiam | 16,187 | $1.51M | 0.03% | +7,312+82.4% | Added |
| Securian Asset Management, Inc | 16,290 | $1.52M | 0.04% | +58+0.4% | Added |
| Hartford Investment Management Co | 16,328 | $1.52M | 0.05% | +2,334+16.7% | Added |
| Mount Yale Investment Advisors, LLC | 16,329 | $1.52M | 0.17% | −1,265−7.2% | Reduced |
| Prana Capital Management, LP | 16,525 | $1.54M | 0.13% | +16,525 | New |
| British Columbia Investment Management Corp | 17,237 | $1.61M | 0.02% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 17,433 | $1.63M | 0.47% | +10,394+147.7% | Added |
| STRS Ohio | 17,569 | $1.64M | 0.01% | +503+2.9% | Added |
| Teachers Retirement System of the State of Kentucky | 17,835 | $1.66M | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 17,873 | $1.66M | 0.00% | −185−1.0% | Reduced |
| Brendel Financial Advisors LLC | 18,012 | $1.68M | 1.24% | +18,012 | New |
| Shell Asset Management Co | 18,118 | $1.69M | 0.07% | +305+1.7% | Added |
| Dean Investment Associates, LLC | 18,210 | $1.70M | 0.27% | −373−2.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 18,274 | $1.70M | 0.08% | −120−0.7% | Reduced |
| Storebrand Asset Management AS | 18,714 | $1.75M | 0.01% | −713−3.7% | Reduced |
| Crossmark Global Holdings, Inc. | 18,730 | $1.75M | 0.04% | −566−2.9% | Reduced |