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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 117,579 | $1.83M | 0.01% | −2,926−2.4% | Reduced |
| Level Four Advisory Services, LLC | 19,689 | $1.84M | 0.12% | +17,154+676.7% | Added |
| SPC Financial, Inc. | 20,050 | $1.87M | 0.21% | −400−2.0% | Reduced |
| Brinker Capital Investments, LLC | 20,072 | $1.87M | 0.02% | −727−3.5% | Reduced |
| Orion Portfolio Solutions, LLC | 20,072 | $1.87M | 0.02% | +20,072 | New |
| Mariner, LLC | 20,255 | $1.89M | 0.01% | −903−4.3% | Reduced |
| GWM Advisors LLC | 20,386 | $1.90M | 0.02% | +3,211+18.7% | Added |
| Nissay Asset Management Corp | 20,580 | $1.92M | 0.02% | −775−3.6% | Reduced |
| Systematic Financial Management LP | 20,606 | $1.92M | 0.06% | +185+0.9% | Added |
| Kaydan Wealth Management, Inc. | 21,375 | $1.99M | 0.82% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 21,528 | $2.01M | 0.01% | −72,734−77.2% | Reduced |
| Candriam Luxembourg S.C.A. | 23,613 | $2.03M | 0.01% | −539−2.2% | Reduced |
| Sweet Financial Partners, LLC | 21,780 | $2.03M | 0.56% | 00.0% | Unchanged |
| MML Investors Services, LLC | 21,971 | $2.05M | 0.01% | −3,028−12.1% | Reduced |
| Gillson Capital LP | 22,376 | $2.09M | 0.17% | −28,270−55.8% | Reduced |
| JustInvest LLC | 22,500 | $2.10M | 0.07% | +388+1.8% | Added |
| Public Employees Retirement Association of Colorado | 22,737 | $2.12M | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 22,800 | $2.13M | 0.00% | +6,986+44.2% | Added |
| Czech National Bank | 22,829 | $2.13M | 0.05% | +169+0.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 22,952 | $2.14M | 0.01% | +22,952 | New |
| Gotham Asset Management, LLC | 23,310 | $2.17M | 0.05% | +4,457+23.6% | Added |
| Atria Investments LLC | 23,396 | $2.18M | 0.04% | +1,313+5.9% | Added |
| Center for Financial Planning, Inc. | 25,009 | $2.33M | 0.54% | +1,042+4.3% | Added |
| Ancora Advisors, LLC | 25,062 | $2.34M | 0.07% | −12,828−33.9% | Reduced |
| Gulf International Bank (UK) Ltd | 25,419 | $2.37M | 0.05% | −3,133−11.0% | Reduced |
| CIBC World Markets Corp | 25,460 | $2.37M | 0.04% | +25,460 | New |
| Xponance, Inc. | 25,925 | $2.42M | 0.04% | −7,921−23.4% | Reduced |
| Unigestion Holding SA | 26,553 | $2.45M | 0.13% | −25,265−48.8% | Reduced |
| Neuberger Berman Group LLC | 26,268 | $2.45M | 0.00% | −101−0.4% | Reduced |
| Bokf, NA | 26,460 | $2.47M | 0.05% | −3,594−12.0% | Reduced |
| Regions Financial Corp | 26,512 | $2.47M | 0.02% | −3,790−12.5% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 26,823 | $2.50M | 2.39% | −396−1.5% | Reduced |
| The PNC Financial Services Group, Inc. | 27,059 | $2.52M | 0.00% | −1,271−4.5% | Reduced |
| Dorsey Wright & Associates | 27,668 | $2.58M | 0.78% | +506+1.9% | Added |
| Cardinal Capital Management | 27,720 | $2.60M | 0.54% | −126−0.5% | Reduced |
| CIBC Asset Management Inc | 27,946 | $2.61M | 0.01% | +49+0.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 28,090 | $2.62M | 0.01% | +2,595+10.2% | Added |
| DnB Asset Management AS | 28,414 | $2.65M | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 28,491 | $2.66M | 0.01% | +1,475+5.5% | Added |
| Graphene Investments SAS | 28,600 | $2.67M | 1.78% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 28,948 | $2.70M | 0.01% | +1,298+4.7% | Added |
| First Hawaiian Bank | 29,310 | $2.73M | 0.09% | −40.0% | Reduced |
| Walleye Capital LLC | 29,666 | $2.77M | 0.06% | +29,666 | New |
| Railway Pension Investments Ltd | 30,300 | $2.83M | 0.03% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 30,372 | $2.83M | 0.01% | +2,965+10.8% | Added |
| Oppenheimer Asset Management Inc. | 31,045 | $2.90M | 0.04% | −1,857−5.6% | Reduced |
| New York Life Investment Management LLC | 31,353 | $2.92M | 0.03% | +162+0.5% | Added |
| Janney Montgomery Scott LLC | 31,842 | $2.97M | 0.01% | −1,909−5.7% | Reduced |
| IFM Investors Pty Ltd | 31,861 | $2.97M | 0.05% | +625+2.0% | Added |
| TownSquare Capital, LLC | 31,949 | $2.98M | 0.07% | −151−0.5% | Reduced |
| Forsta Ap-Fonden | 32,400 | $3.02M | 0.04% | −9,700−23.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 32,857 | $3.06M | 0.03% | +134+0.4% | Added |
| Squarepoint Ops LLC | 33,375 | $3.11M | 0.02% | −12,043−26.5% | Reduced |
| CX Institutional | 33,769 | $3.12M | 0.17% | +33,769 | New |
| DekaBank Deutsche Girozentrale | 34,550 | $3.15M | 0.01% | −9,358−21.3% | Reduced |
| Mutual of America Capital Management LLC | 33,840 | $3.16M | 0.04% | +80+0.2% | Added |
| NBW Capital LLC | 33,977 | $3.17M | 0.77% | +294+0.9% | Added |
| Balyasny Asset Management LLC | 34,218 | $3.19M | 0.01% | +34,218 | New |
| Utah Retirement Systems | 34,646 | $3.23M | 0.05% | +100+0.3% | Added |
| Intech Investment Management LLC | 34,659 | $3.23M | 0.03% | +24,789+251.2% | Added |
| Alpine Woods Capital Investors, LLC | 35,300 | $3.29M | 0.50% | +7,000+24.7% | Added |
| Yousif Capital Management, LLC | 36,116 | $3.37M | 0.04% | −1,610−4.3% | Reduced |
| Tower Bridge Advisors | 37,179 | $3.47M | 0.28% | −775−2.0% | Reduced |
| Buckhead Capital Management LLC | 37,399 | $3.49M | 0.82% | +842+2.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 37,764 | $3.52M | 0.05% | +5,100+15.6% | Added |
| New England Professional Planning Group Inc. | 38,970 | $3.59M | 2.17% | +143+0.4% | Added |
| Marex Group plc | 39,000 | $3.64M | 0.48% | +39,000 | New |
| Caisse de Depot Et Placement du Quebec | 39,524 | $3.69M | 0.01% | −19,849−33.4% | Reduced |
| KBC Group NV | 39,764 | $3.71M | 0.02% | +336+0.9% | Added |
| LMG Wealth Partners, LLC | 39,867 | $3.72M | 1.20% | +18,333+85.1% | Added |
| Crestline Management, LP | 40,000 | $3.73M | 0.46% | +40,000 | New |
| CI Private Wealth, LLC | 40,152 | $3.74M | 0.01% | +19,705+96.4% | Added |
| Westfield Capital Management Co LP | 40,095 | $3.74M | 0.03% | 00.0% | Unchanged |
| Texas Permanent School Fund | 40,407 | $3.77M | 0.04% | +12,902+46.9% | Added |
| Commerce Bank | 41,028 | $3.83M | 0.03% | +5,934+16.9% | Added |
| Tredje AP-fonden | 41,044 | $3.83M | 0.06% | +1,776+4.5% | Added |
| Siemens Fonds Invest GmbH | 41,062 | $3.83M | 0.40% | −100.0% | Reduced |
| Alerus Financial NA | 41,347 | $3.86M | 0.34% | +41,347 | New |
| Truist Financial Corp | 41,474 | $3.87M | 0.01% | −7,062−14.6% | Reduced |
| Oregon Public Employees Retirement Fund | 41,587 | $3.88M | 0.05% | +1,133+2.8% | Added |
| Fifth Third Bancorp | 41,837 | $3.90M | 0.02% | −1,017−2.4% | Reduced |
| USS Investment Management Ltd | 42,212 | $3.94M | 0.05% | 00.0% | Unchanged |
| Peterson Wealth Services | 43,219 | $4.03M | 2.07% | +881+2.1% | Added |
| D.A. Davidson & Co. | 43,822 | $4.09M | 0.05% | +14,155+47.7% | Added |
| First Republic Investment Management, Inc. | 44,016 | $4.11M | 0.01% | −1,177−2.6% | Reduced |
| Public Sector Pension Investment Board | 45,059 | $4.20M | 0.03% | +112+0.2% | Added |
| Cahaba Wealth Management, Inc. | 46,253 | $4.31M | 0.49% | +1,683+3.8% | Added |
| Creative Planning | 46,682 | $4.35M | 0.01% | −4,816−9.4% | Reduced |
| Raymond James Trust N.A. | 47,332 | $4.42M | 0.14% | −64−0.1% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 47,492 | $4.43M | 0.54% | −1,148−2.4% | Reduced |
| Central Bank & Trust Co | 48,026 | $4.48M | 0.80% | +12,409+34.8% | Added |
| Logan Capital Management Inc | 48,047 | $4.48M | 0.22% | +48,047 | New |
| Amalgamated Bank | 50,303 | $4.69M | 0.04% | −11,272−18.3% | Reduced |
| Nomura Asset Management Co Ltd | 50,344 | $4.70M | 0.02% | −35,632−41.4% | Reduced |
| MetLife Investment Management | 50,655 | $4.72M | 0.03% | −544−1.1% | Reduced |
| Swiss Life Asset Management Ltd | 51,265 | $4.78M | 0.07% | +3,416+7.1% | Added |
| Captrust Financial Advisors | 51,287 | $4.78M | 0.02% | −3,290−6.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,309 | $4.79M | 0.02% | +9,690+23.3% | Added |
| Engineers Gate Manager LP | 51,561 | $4.81M | 0.20% | +31,960+163.1% | Added |
| State of Michigan Retirement System | 53,244 | $4.97M | 0.03% | +600+1.1% | Added |