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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 54,285 | $5.06M | 0.03% | −4,494−7.6% | Reduced |
| Parkwood LLC | 54,463 | $5.08M | 0.94% | +6,771+14.2% | Added |
| Advisor Group Holdings, Inc. | 55,744 | $5.20M | 0.01% | +12,098+27.7% | Added |
| Arizona State Retirement System | 56,272 | $5.25M | 0.05% | +1,290+2.3% | Added |
| PFS Investments Inc. | 59,225 | $5.29M | 0.09% | −2,121−3.5% | Reduced |
| Retirement Systems of Alabama | 57,287 | $5.34M | 0.02% | −4,731−7.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 58,259 | $5.43M | 0.02% | +19,746+51.3% | Added |
| Andra AP-fonden | 59,600 | $5.56M | 0.14% | +7,800+15.1% | Added |
| Standard Life Aberdeen plc | 59,834 | $5.58M | 0.01% | −1,695−2.8% | Reduced |
| Ensign Peak Advisors, Inc | 60,340 | $5.63M | 0.01% | +495+0.8% | Added |
| Palmer Knight Co | 60,607 | $5.65M | 3.59% | +2,666+4.6% | Added |
| Edgestream Partners, L.P. | 60,955 | $5.69M | 0.63% | +49,351+425.3% | Added |
| American International Group, Inc. | 63,202 | $5.89M | 0.04% | +268+0.4% | Added |
| Am Investment Strategies LLC | 64,081 | $5.98M | 2.04% | 00.0% | Unchanged |
| LPL Financial LLC | 64,454 | $6.01M | 0.00% | +4,661+7.8% | Added |
| Tudor Investment Corp Et Al | 64,852 | $6.05M | 0.11% | +16,004+32.8% | Added |
| Janus Henderson Group PLC | 65,224 | $6.08M | 0.00% | +37,087+131.8% | Added |
| Robeco Institutional Asset Management B.V. | 65,269 | $6.09M | 0.02% | +322+0.5% | Added |
| Rafferty Asset Management, LLC | 65,324 | $6.09M | 0.04% | −9,257−12.4% | Reduced |
| Federated Hermes, Inc. | 67,173 | $6.27M | 0.02% | −98,208−59.4% | Reduced |
| Korea Investment CORP | 68,873 | $6.42M | 0.02% | −265−0.4% | Reduced |
| Royal London Asset Management Ltd | 68,902 | $6.43M | 0.03% | +8,065+13.3% | Added |
| Citizens Financial Group Inc | 69,434 | $6.48M | 0.24% | −33,180−32.3% | Reduced |
| Stifel Financial Corp | 69,768 | $6.51M | 0.01% | +1,299+1.9% | Added |
| Westpac Banking Corp | 70,308 | $6.56M | 0.09% | −12,981−15.6% | Reduced |
| ProShare Advisors LLC | 71,004 | $6.62M | 0.02% | +2,417+3.5% | Added |
| Private Capital Management, LLC | 71,745 | $6.69M | 0.80% | −6,602−8.4% | Reduced |
| CWA Asset Management Group, LLC | 72,900 | $6.80M | 0.50% | +6,412+9.6% | Added |
| Bragg Financial Advisors, Inc | 73,798 | $6.88M | 0.41% | +2,758+3.9% | Added |
| Voya Investment Management LLC | 73,966 | $6.90M | 0.01% | −194−0.3% | Reduced |
| US Bancorp | 74,366 | $6.94M | 0.01% | −4,645−5.9% | Reduced |
| AQR Capital Management LLC | 77,222 | $7.11M | 0.02% | −21,210−21.5% | Reduced |
| Burney Co | 76,662 | $7.15M | 0.35% | −3,206−4.0% | Reduced |
| Asset Management One Co.,Ltd. | 77,552 | $7.23M | 0.03% | +2,774+3.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 78,003 | $7.28M | 0.05% | −571−0.7% | Reduced |
| Bryn Mawr Trust Co | 79,386 | $7.40M | 0.33% | −2,132−2.6% | Reduced |
| Franklin Resources Inc | 79,947 | $7.46M | 0.00% | +56,412+239.7% | Added |
| Invenomic Capital Management LP | 81,277 | $7.58M | 0.43% | +81,277 | New |
| Vaughan Nelson Investment Management, L.P. | 85,083 | $7.94M | 0.10% | −10,285−10.8% | Reduced |
| Treasurer of the State of North Carolina | 87,848 | $8.19M | 0.05% | +3,330+3.9% | Added |
| Nisa Investment Advisors, LLC | 89,715 | $8.37M | 0.07% | −18,735−17.3% | Reduced |
| Pictet Asset Management SA | 90,660 | $8.46M | 0.01% | −4,151−4.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 92,000 | $8.58M | 0.09% | +2,800+3.1% | Added |
| BNP Paribas Arbitrage, SA | 95,531 | $8.91M | 0.02% | −50,603−34.6% | Reduced |
| Illinois Municipal Retirement Fund | 95,656 | $8.92M | 0.19% | +30,409+46.6% | Added |
| Susquehanna International Group, LLP | 97,689 | $9.11M | 0.01% | +20,251+26.2% | Added |
| Brookfield Asset Management Inc. | 102,066 | $9.52M | 0.04% | +6,226+6.5% | Added |
| Frontier Capital Management Co LLC | 103,771 | $9.68M | 0.10% | −27,483−20.9% | Reduced |
| Loomis Sayles & Co L P | 106,090 | $9.89M | 0.02% | −9,182−8.0% | Reduced |
| Citigroup Inc | 107,285 | $10.0M | 0.01% | −2,706−2.5% | Reduced |
| Natixis | 107,871 | $10.1M | 0.09% | +107,871 | New |
| Public Employees Retirement System of Ohio | 107,949 | $10.1M | 0.04% | −23,283−17.7% | Reduced |
| Hantz Financial Services, Inc. | 108,017 | $10.1M | 0.27% | +202+0.2% | Added |
| Man Group plc | – | $10.4M | 0.04% | – | – |
| Chevy Chase Trust Holdings, Inc. | 112,630 | $10.5M | 0.04% | +1,284+1.2% | Added |
| State of New Jersey Common Pension Fund D | 112,838 | $10.5M | 0.04% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 114,545 | $10.7M | 0.33% | +83,896+273.7% | Added |
| Allspring Global Investments Holdings, LLC | 117,829 | $11.0M | 0.02% | −50,938−30.2% | Reduced |
| State of Wisconsin Investment Board | 118,118 | $11.0M | 0.03% | +9,488+8.7% | Added |
| Congress Wealth Management LLC | 119,206 | $11.1M | 0.27% | +637+0.5% | Added |
| Capital Wealth Planning, LLC | 123,623 | $11.5M | 0.16% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 124,630 | $11.6M | 0.03% | +1,816+1.5% | Added |
| Aviva PLC | 133,353 | $12.4M | 0.06% | +36,771+38.1% | Added |
| Cinctive Capital Management LP | 135,673 | $12.7M | 0.47% | +135,673 | New |
| Manufacturers Life Insurance Company, The | 136,358 | $12.7M | 0.01% | −151,432−52.6% | Reduced |
| Basswood Capital Management, L.L.C. | 139,217 | $13.0M | 0.91% | +139,217 | New |
| Geneva Capital Management LLC | 145,751 | $13.6M | 0.28% | −57,486−28.3% | Reduced |
| Toronto Dominion Bank | 147,059 | $13.7M | 0.02% | +59,575+68.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 149,104 | $13.9M | 0.03% | +10,907+7.9% | Added |
| AXA S.A. | 151,363 | $14.1M | 0.05% | +104,640+224.0% | Added |
| Philo Smith Capital Corp | 151,500 | $14.1M | 5.22% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 151,554 | $14.1M | 0.05% | −11,076−6.8% | Reduced |
| PB Investment Partners, L.P. | 153,270 | $14.3M | 12.76% | −33,569−18.0% | Reduced |
| Victory Capital Management Inc | 156,517 | $14.6M | 0.02% | +1,020+0.7% | Added |
| State of Alaska, Department of Revenue | 169,263 | $15.8M | 0.19% | −559−0.3% | Reduced |
| Great West Life Assurance Co | 174,991 | $16.3M | 0.04% | −327−0.2% | Reduced |
| Nordea Investment Management AB | 178,445 | $16.4M | 0.02% | −62,816−26.0% | Reduced |
| D. E. Shaw & Co., Inc. | 180,956 | $16.9M | 0.03% | −167,996−48.1% | Reduced |
| American Century Companies Inc | 188,267 | $17.5M | 0.01% | −253,595−57.4% | Reduced |
| Holocene Advisors, LP | 189,459 | $17.7M | 0.09% | −843,111−81.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 194,050 | $18.1M | 0.04% | −2,900−1.5% | Reduced |
| Bank of Montreal | 195,078 | $18.2M | 0.01% | −13,257−6.4% | Reduced |
| Prudential Financial Inc | 197,418 | $18.4M | 0.03% | +1,491+0.8% | Added |
| Nicholas Company, Inc. | 198,274 | $18.5M | 0.38% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 206,812 | $19.3M | 0.15% | +203,078+5,438.6% | Added |
| Martingale Asset Management L P | 209,913 | $19.6M | 0.38% | −76,288−26.7% | Reduced |
| First Trust Advisors LP | 218,603 | $20.4M | 0.02% | −1,734,108−88.8% | Reduced |
| TD Asset Management Inc | 222,609 | $20.8M | 0.03% | −49,510−18.2% | Reduced |
| State Board of Administration of Florida Retirement System | 225,331 | $21.0M | 0.05% | +600+0.3% | Added |
| Advent International Corp | 228,528 | $21.3M | 0.26% | −148,224−39.3% | Reduced |
| New York State Teachers Retirement System | 228,769 | $21.3M | 0.05% | −9,046−3.8% | Reduced |
| Renaissance Group LLC | 234,859 | $21.9M | 1.00% | −6,170−2.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 235,288 | $21.9M | 0.04% | +25,014+11.9% | Added |
| Pinnacle Associates Ltd | 250,993 | $23.4M | 0.48% | −2,261−0.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 258,548 | $24.1M | 1.14% | +39,551+18.1% | Added |
| Russell Investments Group, Ltd. | 260,815 | $24.3M | 0.05% | −211,639−44.8% | Reduced |
| UBS Group AG | 260,935 | $24.3M | 0.01% | −80,109−23.5% | Reduced |
| Schroder Investment Management Group | 272,157 | $25.4M | 0.04% | −266,182−49.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 283,825 | $26.5M | 2.01% | +1,315+0.5% | Added |
| National Pension Service | 291,306 | $26.9M | 0.05% | −468−0.2% | Reduced |