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 |
|---|---|---|---|---|---|
| FIL Ltd | 288,180 | $26.9M | 0.03% | −10,996−3.7% | Reduced |
| Ameriprise Financial Inc | 288,412 | $26.9M | 0.01% | +22,773+8.6% | Added |
| Glenmede Trust Co NA | 289,684 | $27.0M | 0.15% | +224+0.1% | Added |
| Rockefeller Capital Management L.P. | 291,392 | $27.2M | 0.12% | +289,377+14,361.1% | Added |
| Twinbeech Capital LP | 292,349 | $27.3M | 0.55% | +226,640+344.9% | Added |
| Iat Reinsurance Co Ltd. | 298,125 | $27.8M | 5.69% | 00.0% | Unchanged |
| Davis Asset Management, L.P. | 300,000 | $28.0M | 1.80% | 00.0% | Unchanged |
| Raymond James & Associates | 305,478 | $28.5M | 0.02% | −11,011−3.5% | Reduced |
| California State Teachers Retirement System | 321,158 | $30.0M | 0.04% | −4,051−1.2% | Reduced |
| Credit Suisse AG | 323,570 | $30.2M | 0.03% | −290,673−47.3% | Reduced |
| New York State Common Retirement Fund | 325,710 | $30.4M | 0.04% | −28,523−8.1% | Reduced |
| Envestnet Asset Management Inc | 406,283 | $33.7M | 0.02% | +43,001+11.8% | Added |
| Alliancebernstein L.P. | 361,465 | $33.7M | 0.01% | +28,376+8.5% | Added |
| Putnam Investments LLC | 362,946 | $33.9M | 0.05% | +32,458+9.8% | Added |
| Barclays PLC | 371,339 | $34.6M | 0.04% | −67,865−15.5% | Reduced |
| Royal Bank of Canada | 383,276 | $35.7M | 0.01% | +53,180+16.1% | Added |
| Macquarie Group Ltd | 385,494 | $36.0M | 0.04% | −5,651−1.4% | Reduced |
| Rhumbline Advisers | 395,271 | $36.9M | 0.05% | −3,603−0.9% | Reduced |
| HSBC Holdings PLC | 396,465 | $36.9M | 0.05% | +29,140+7.9% | Added |
| Southpoint Capital Advisors LP | 400,000 | $37.3M | 0.85% | −900,000−69.2% | Reduced |
| California Public Employees Retirement System | 401,237 | $37.4M | 0.03% | −59,866−13.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 453,091 | $42.3M | 0.26% | −468,951−50.9% | Reduced |
| Deutsche Bank AG | 463,130 | $43.2M | 0.02% | −74,897−13.9% | Reduced |
| Wells Fargo & Company | 473,240 | $44.1M | 0.01% | +89,300+23.3% | Added |
| Citadel Advisors LLC | 474,139 | $44.2M | 0.05% | −638,920−57.4% | Reduced |
| Fisher Asset Management, LLC | 489,876 | $45.9M | 0.03% | −105,434−17.7% | Reduced |
| Amundi | 511,696 | $45.9M | 0.02% | −11,257−2.2% | Reduced |
| Premier Fund Managers Ltd | 526,000 | $48.5M | 1.92% | 00.0% | Unchanged |
| SEI Investments Co | 558,176 | $52.1M | 0.10% | +37,492+7.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 563,338 | $52.5M | 0.04% | +8,657+1.6% | Added |
| Palisade Capital Management LLC | 582,535 | $54.3M | 1.47% | +4,020+0.7% | Added |
| Nuveen Asset Management, LLC | 663,618 | $61.9M | 0.02% | −4,118−0.6% | Reduced |
| Principal Financial Group Inc | 716,856 | $66.9M | 0.05% | +44,747+6.7% | Added |
| Millennium Management LLC | 853,947 | $79.6M | 0.09% | +228,471+36.5% | Added |
| UBS Asset Management Americas Inc | 908,434 | $84.7M | 0.04% | −90,394−9.1% | Reduced |
| Goldman Sachs Group Inc | 967,182 | $90.2M | 0.02% | −66,028−6.4% | Reduced |
| Congress Asset Management Co | 990,076 | $92.3M | 0.86% | −936−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,005,331 | $93.8M | 0.03% | +6,055+0.6% | Added |
| Harfst & Associates, Inc. | 1,114,865 | $104.0M | 29.82% | −587−0.1% | Reduced |
| Thrivent Financial for Lutherans | 1,141,564 | $106.5M | 0.26% | +778,644+214.5% | Added |
| Dimensional Fund Advisors LP | 1,317,008 | $122.8M | 0.04% | +59,094+4.7% | Added |
| Price T Rowe Associates Inc | 1,339,345 | $124.9M | 0.02% | +513,985+62.3% | Added |
| Bank of New York Mellon Corp | 1,411,535 | $131.7M | 0.03% | −51,801−3.5% | Reduced |
| Legal & General Group Plc | 1,444,653 | $134.7M | 0.05% | −1,685−0.1% | Reduced |
| APG Asset Management N.V. | 1,578,472 | $135.5M | 0.29% | −216,310−12.1% | Reduced |
| Mercer Global Advisors Inc | 1,678,627 | $156.6M | 0.71% | +25,362+1.5% | Added |
| Norges Bank | 1,853,634 | $172.9M | 0.04% | −81,459−4.2% | Reduced |
| Morgan Stanley | 1,865,624 | $174.0M | 0.02% | −412,648−18.1% | Reduced |
| Earnest Partners LLC | 1,887,174 | $176.0M | 1.02% | +45,320+2.5% | Added |
| Bank of America Corp | 1,917,183 | $178.8M | 0.02% | −30,879−1.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,017,428 | $188.2M | 0.13% | +2,940+0.1% | Added |
| Agf Management Ltd | 2,033,916 | $189.7M | 1.30% | −120,460−5.6% | Reduced |
| Northern Trust Corp | 2,109,746 | $196.8M | 0.04% | −22,154−1.0% | Reduced |
| Brave Warrior Advisors, LLC | 2,176,510 | $203.0M | 6.28% | −10,941−0.5% | Reduced |
| Invesco Ltd. | 2,245,749 | $209.5M | 0.06% | +40,295+1.8% | Added |
| Massachusetts Financial Services Co | 2,734,917 | $255.1M | 0.09% | −2,143−0.1% | Reduced |
| Geode Capital Management, LLC | 4,018,058 | $373.9M | 0.05% | +76,385+1.9% | Added |
| JPMorgan Chase & Co | 6,876,054 | $641.3M | 0.08% | +1,448,047+26.7% | Added |
| State Street Corp | 7,941,039 | $744.0M | 0.04% | −386,280−4.6% | Reduced |
| Wellington Management Group LLP | 9,876,933 | $921.2M | 0.18% | +312,384+3.3% | Added |
| FMR LLC | 9,993,550 | $932.1M | 0.09% | +1,625,771+19.4% | Added |
| Primecap Management Co | 12,836,557 | $1.20B | 1.04% | −223,330−1.7% | Reduced |
| BlackRock Inc. | 16,424,223 | $1.53B | 0.05% | −473,603−2.8% | Reduced |
| Vanguard Group Inc | 23,355,924 | $2.18B | 0.06% | +100,037+0.4% | Added |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −288,165−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −236,253−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −196,437−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −182,406−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −169,915−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −91,877−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −63,422−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −52,015−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −42,400−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −36,865−100.0% | Sold out |
| NWK Group, Inc. | 0 | $0 | 0.00% | −29,986−100.0% | Sold out |
| Alcosta Capital Management, Inc. | 0 | $0 | 0.00% | −25,555−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −24,972−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −22,276−100.0% | Sold out |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −21,262−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −20,450−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −17,300−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −14,263−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −12,563−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −12,171−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,128−100.0% | Sold out |
| Paragon Capital Management Inc | 0 | $0 | 0.00% | −10,206−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −9,348−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −8,821−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −8,322−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −7,989−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Vetamer Capital Management, L.P. | 0 | $0 | 0.00% | −7,575−100.0% | Sold out |
| J. W. Coons Advisors, LLC | 0 | $0 | 0.00% | −6,856−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −6,438−100.0% | Sold out |
| Sumitomo Life Insurance Co | 0 | $0 | 0.00% | −6,183−100.0% | Sold out |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −6,114−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −5,871−100.0% | Sold out |