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 |
|---|---|---|---|---|---|
| Qtron Investments LLC | 0 | $0 | 0.00% | −5,597−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −5,184−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,219−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −3,623−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −3,490−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,403−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −3,151−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −3,120−100.0% | Sold out |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −3,067−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −3,006−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −2,780−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −2,568−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −2,402−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −2,393−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −2,364−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −2,353−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,194−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −2,140−100.0% | Sold out |
| Financial Insights, Inc. | 0 | $0 | 0.00% | −2,128−100.0% | Sold out |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −2,117−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −2,106−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,059−100.0% | Sold out |
| Arthur M. Cohen & Associates, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| YHB Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,956−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −1,939−100.0% | Sold out |
| Patron Partners Advisors, LLC | 0 | $0 | 0.00% | −1,918−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −1,903−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −2,918−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −1,067−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −382−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −277−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −219−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Repertoire Partners LP | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Hall Laurie J Trustee | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Boenning & Scattergood, Inc. | – | – | – | – | Not filed |
| Sanford Advisory Services, LLC | – | – | – | – | Not filed |
| Hotaling Investment Management, LLC | – | – | – | – | Not filed |
| Gofen & Glossberg LLC | – | – | – | – | Not filed |
| YorkBridge Wealth Partners, LLC | – | – | – | – | Not filed |
| Seeyond | – | – | – | – | Not filed |
| Canandaigua National Corp | – | – | – | – | Not filed |
| Alpha Paradigm Partners, LLC | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |
| Glass Jacobson Investment Advisors llc | – | – | – | – | Not filed |